Transcription
This woman built Chat GBT. She was OpenAI's CTO. In 2024, she walked away, raised $2 billion, and took OpenAI's co-founder with her and disappeared for a year.
And this Sunday, she came back with an AI that watches you through your camera and tells you, "Hey, I need your help with something today. You ready?"
"Absolutely. I'm ready. What's up?"
"$2 billion in a year of silence for a talking assistant. We've already seen how this goes. Last week, Google pushed out one keyboard update and wiped out Whisper Flow, Super Whisper, and like four other voice startups in an afternoon. One feature, all dead. Open AAI already has voice mode. Google has Gemini Live. A talking AI is a feature, not an entire company."
"So, I looked into what she actually built. Her model is trained from scratch to see, hear, and think at the same time. every 200 milliseconds. Whispers live translations in your ear while someone else is talking, while you're mid thought, interrupts you when you're wrong. Not after you finish, but while you're still talking. Current voice models are just chat bots with microphones. Hers processes audio, video, and text natively in one model. And you can't patch that gap with just an update. You'd have to throw everything out and start from scratch, which is probably why Google signed a multi-billion dollar cloud deal with her last month instead of trying to compete."
"So, what do you think? Will this get acquired, crushed, or stay forever?"