Welcome, humans.
Alphabet shares fell 9% after announcing a revenue miss and a cool $75B in new AI capex yesterday. Googleās CFO said they ended the year with āmore demand than we had available capacityā, which could explain both those issues.
Google also used the earnings call to flex their Gemini 2.0 Flash and Flash Thinking models are āsome of the most efficient out thereā, even compared to DeepSeek and R1. And yet, they STILL canāt meet demand. Classic Jevons paradox, am I right?
AMD, NVIDIAās rival, also reported earnings, and even though its data center sales doubled in 2024, it still missed expectations.Data centers just canāt catch a break these days. One minute thereās not enough, the next minute, still not enoughāI mean, what are we going to do, give them more than two minutes to catch up?ā
Hereās what you need to know about AI today:
- BytDance demoād the ultimate deepfake tool.
- Cloudflare adds Adobe image verification across its network.
- Google dropped AI weapons restriction from its principles.
- Robot startup Figure AI leaves OpenAI, claims its own breakthrough.
Deepfakes are about to get out of controlā¦like 10x better out of control.
āEver wished you could make that old photo of your grandma sing āHappy Birthdayā? Or turn your LinkedIn headshot into a TED talk? Or, IDK, create a realistic version of yourself to attend Zoom meetings while youāre sipping Mai Taiās in Honolulu?
āWell, ByteDance (TikTok's parent company)ās new AI model can do exactly that, and TBH, itās sorta terrifying.
āOmniHuman-1 takes any single photoāselfies, portraits, full-body shots, even cartoonsāand makes them move realistically based on audio or video inputs. And unlike previous models, it works with pretty much any kind of image (paper here).
Here are 10 incredible examplesācan you guess which is our favorite? Shockingly, itās NOT this clip of Taylor Swift singing a Naruto theme song, or THIS clip of Jensen Huang rappingā¦but that was a close second.
What makes OmniHuman-1 special is its versatility:
- Creates eerily realistic gestures and expressions.
- Handles both singing and talking naturally.
- Even works with non-human objects.
Think of it like a universal translator between still images and motion. You feed it a photo and some audio, and it figures out how to make that photo move naturally with the sound.
āSee, China isnāt just leading the open-source AI race for reasoning modelsā¦ with Tuesdayās release of OmniHuman-1, and previous leading video models like Hunyuan, Kling, and MiniMax, itās clear the country is heavily focused on video content, too
āAnd this is just one piece of the synthetic media explosion:NVIDIA-backed Synthesia just raised a new round of $180M that values the company at $2.1B and now has 60K customers. It and HeyGen (who raised $60M) are the two leading avatar startups, and for good reasonāthey look good.Gone are the days of wonky static avatars; these tools now provide motion control and other features that make their avatars more realistic than ever.Synthesia gets its realistic voices from ElevenLabs, the leading voice AI who just raised its own round of $180M at a valuation of $3.3B. Thereās also Cartesia, who makes an incredibly life-like voice AI called Sonic (demo here).
āAll of these companies want to become more lifelike. You look at their roadmaps, and thatās basically whatās comingāmoving AI from the uncanny valley to the make money valley.The problem? The most profitable use for life-like avatars is deepfakes, either used to influence elections or scam people and corporations out of billions. And if scammers get access to tools like OmniHuman-1 to play with? I think Darth Vader said it bestā¦
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Prompt Tip of the Day
āRobin Delta just dropped 7 killer prompts for o3-mini + search to master any topic without spending a dime on courses.
āOur favorite? The āSocratic Enlightenmentā prompt transforms o3 into your personal Socrates. Instead of just info-dumping, it guides you through deep, probing questions that actually stick in your brain. Super useful for challenging concepts.
āPro tip: After (Bill and Ted voice) So-crates-GPT guides your learning, run the āTeach-back Masteryā prompt to teach the concept you just learned back to o3. o3 will spot any gaps in your understanding, and help you patch them up. Party on, dudes!!!
Treats To Try.
- Tool Finder lets you search and filter through thousands of software tools to find exactly what you need for your work.
- Chatbase enables customer service AI to take actions like processing refunds and scheduling meetings, not just chat.
- Icon.me turns your video library into complete social media ads by automatically matching clips to your scripts and handling the rest.
- Sendbird answers your customers' questions instantly across all channels.
- Zinc lets you search and order from major retailers through one simple API, so your apps can handle e-commerce automatically (starts at $50 prepaid: 1Ā¢ per product search, $1 per order).
- Swatle analyzes your project tasks and automatically breaks them down into manageable subtasks with time estimates.
- Synthesia 2.0 is Synthesiaās enterprise platform that lets you build personal avatars as well as editable screen recordings and turning docs into videos.
See our top 51 AI Tools for Business here!
Around the Horn.
This is Dylan Patel of Semi Analysis, a very credible sourceāthough keep in mind, itās still just a rumor. Full source here.
- CloudFlare announced it will integrate Adobeās content authenticity framework into its image service as a one-click solution to verify the authenticity of images as they move through the webāwhich is a big deal, since CloudFlare manages ~20% of all internet traffic.
- Google updated its AI principles and removed a section titled āapplications we will not pursueā that included a pledge not to use AI for weapons.
- Figure (AI robot company) left its collaboration agreement with OpenAI because it made a āmajor breakthrough on fully end-to-end robot AI, built entirely in houseāāit also plans to ship 100K robots over the next four years.
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