Nvidia’s “Super Bowl of AI”; Tesla Disappoints Fans; Meta’s VR Metaverse Is Over

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1:19

Brian hello. Very exciting to have another way to talk to you when I'm not pinging you on Slack every five seconds.

2:24

It's great because you know Slack doesn't have the voice part.

2:31

It doesn't.

2:34

I will say, very sad that Leah won't be a part of that journey today.

2:35

I know it is really sad. But when the Leah is away, the mice will play. We will be talking about topics that. That Leah hates. So just wait.

2:40

And to be clear, she'll be back next week. She's just sick. Yeah, it's allergy season.

2:47

Welcome to Wired's Uncanny Valley. I'm Zoe Schiffer, Wired's Director of Business and industry.

2:54

I'm Brian Barrett, executive editor.

3:00

This week on the show, we're diving into Nvidia's annual developer conference, why some Tesla influencers are fleeing the brand, and why Meta has finally shut down Horizon Worlds on Meta Quest. So, to start us off this week, Nvidia had its annual developer conference in San Jose. This is like the big event in the AI industry. Some people even call it the Super bowl of AI developers. Go CEOs, researchers, Wired reporters. And we're all waiting to hear what CEO Jensen Huang is going to tell us about the future of the company.

3:03

One thing that's interesting about the Nvidia conference, too is I feel like so much of it is business facing. Like, it's not a lot of stuff that you as an AI consumer or someone who, like, plays around with Claude wouldn't necessarily connect with one thing with a grain of salt because this is someone who stands to make this money. But Jensen did say the revenue opportunity for artificial intelligence chips just at Nvidia might reach at least a trillion dollars through 2027.

3:44

Pocket change.

4:09

Pocket change. I mean, really for Nvidia at this point. One thing that was really interesting, he introduced a new product. I always like when there's like an actual product tied to this rather than sort of the promise of a product. A while ago, Nvidia struck a licensing deal with a company called Grok. Not to be confused with the Occasionally

4:10

it's Grok with a Q. Grok with

4:29

a Q, not Grok with an unconsensual undressing problem. So they're going to pair Nvidia's chips, which are good at processing the AI, with Crocs chips, which have components that can put a charge into how Nvidia's chips operate. So basically that $20 billion licensing agreement is bearing fruit. It's going to make inference quicker, less expensive. It's going to make things more efficient, basically for Nvidia customers, right?

4:31

Yeah. I mean, I was talking to a bunch of people in the industry about this this week, and one Thing they pointed out, which might be totally obvious to AI researchers, but was pretty not obvious to me, is that we actually haven't had specific chips for AI yet. They've been using general Nvidia chips for training and inference this entire time. And like this is basically the first year where we are going to see specialized chips for artificial intelligence.

4:55

Well, and I'm old enough to remember, I know we joke about my age, but it's not that long ago Nvidia got to where it is because it made GPUs for gaming PCs. Like the GPUs happened to be good at the things AI needed. So they kind of made backed into this. So yeah, it is a, it is a big moment. But Zoe, we've said inference a couple times so far. Go ahead and define it for folks so that we know everyone's on the same page about what we are talking about.

5:20

Yeah, okay, so if you're an AI researcher, you're like, Jan, this is boring. But it's not obvious to people outside the industry. So it's worth saying really clearly there is the pre training process where you let a model loose on like the corpus of the Internet and it gobbles up all the data and it, you know, learns from it. And then there's a process of you as an AI consumer asking a question to check ChatGPT are Claude, the process of you pinging that question and getting an answer in return is what we think of when we talk about inference. And actually now, like most of the investments that AI companies and big tech companies are making are being spent on inference, not pre training because they've already

5:46

eaten up the entire Internet and inference

6:22

is just really expensive. Like serving all of those customers in real time is a really expensive process.

6:26

Just for an example of how Jensen Huang talked about inference, there was a slightly bizarre AI animated music video that was displayed at the end of his speech. Let's listen to that.

6:32

Once upon an AI time, training was the paradigm.

6:44

Sure, it talking models, Halbert and friends runs the whole world now there shows

6:48

us who's the boss at 35 times less the cost.

6:54

Blackwell makes the token singing video the inference King.

6:57

I sincerely hope that they used AI to make that and did not pay a marketing firm many millions of dollars.

7:05

Yeah, the quality is about what I would expect from AI. And just for folks, the references to Blackwell and Vera are references to various Nvidia products.

7:10

We also should say that Jensen announced Nemo Claw, which was this enterprise platform for AI agents, basically like a secure enterprise version of openclaw it's fun to watch companies scramble.

7:21

So you've got Nemo Claw now from Nvidia. You've got the creator of openclaw, which then what is the latest name for it?

7:37

Yeah, because it was Claudebot Maltbot. Openclaw.

7:46

Openclaw.

7:48

Great. So he's now working at OpenAI and Meta has acquired Multbook. Right, right. The social network for AI agents. So there's. Everyone's scrambling to cover this and be on top of this, but it feels almost like so that they can say that they are, you know.

7:49

Yeah, I was going to say I feel like you can almost hear the backroom conversations that are happening where like Mark Zuckerberg needs to explain to his investors why they're actually like going to be ahead of the curve on this. And like, wait, wait, wait. No, we're not being left behind because as soon as you see, you know, a trend pop up or one company doing something, they all try and replicate it as quickly as possible.

8:06

Yeah. Which is why I am working on my own AI agent social network. It's a small one. It's really centered on cooking. It's like a cook. Anyway, it's a whole thing. It's going to be a whole thing. The one thing. So I also wanted to mention I am a little bit obsessed with people's obsession with space based data centers and similar to what we're just saying about having to meet the moment and tell your investors where you're at. Nvidia also announced the Space1 Vera Rubin module, which is a GPU and computer that is built for space or will be built for space because there's no actual timeline for development.

8:25

Right.

8:58

But they've got their best people on it.

8:59

Zoe, I love this. I mean, this is like one of my favorite conversations to have with really smart researchers right now because, you know, people who understand physics immediately start sweating and swearing and talking about like, how the fuck are you going to cool the data center in space? Like they just get so, so upset about it. And I think people who actually know about this think it's completely far fetched. Like we're just so far away from being able to figure out how you would power and cool and operate these things. But again, it's a marketing ploy. And why is it a marketing ploy? Because a bunch these companies are trying to go public. So I think we're going to see a lot of these. Like, not Nvidia, but we're talking OpenAI, we're talking SpaceX, we're talking anthropic at some point. And so I think we're going to see a lot of these kind of far fetched big announcements pre ipo.

9:00

And meantime there is like some actual real world happening right now competition going on. You know, a lot of this is focused on future state stuff, but we do have Nvidia chips are facing competition. Google making its own chips. Cerebras is a startup that is making chips that specialize in AI. We've seen Meta having its own adventures.

9:49

Yeah, I was going to say a bunch of these companies like OpenAI and Meta are actually working with third parties to design custom chips. So I think Nvidia is having to defend its place as the leader of this entire industry in a way it really hasn't had to for many, many months, if not years. Jensen Huang knows that and is making moves to again defend its position. Like, do I see Nvidia like falling way behind or having to really worry about its business in the near future? Like, no, I do not. Do you think?

10:10

No, I don't think so. I think it's more what shape we're in that we've got all of our chips in this particular, all of our

10:40

GPUs in this particular data center.

10:48

Oh, wow.

10:51

I know.

10:51

Okay, speaking of failures, let's turn our attention to Tesla. And I say that, don't be mad, Tesla. No, I know. Okay, there are, there are Tesla in

10:52

the pocket of byd.

11:01

This is not, I am, you know, big, big BYD over here. No, not Tesla generally. But Tesla did get in some trouble recently. I'm specifically talking about, you know, they had offered a limited time deal to transfer its quote unquote lifetime full self driving service to new vehicles. We'll just say it's not really full self driving. That terminology is controversial in and of itself. People are excited about the fact that they could just pay once and have it forever because it is pretty expensive. But then Tesla rolled that back, right? They changed the language of the agreement saying that you need to have their new vehicle delivered by March 31st in order to swap their full self driving from their last vehicle to the next one. That's a tall order for people. So people have been upset. I think people who are traditionally Tesla ride or dies. Like they have a very vocal community who will probably come at me for saying, connecting Tesla with the word failure. But they're starting to turn on Tesla themselves. There's a growing community of former Tesla fanatics and influencers who have started distancing themselves from the brand, which I think is interesting and it's distinct from the sort of broader consumer pullback from Tesla that we've seen in UK and Europe in particular, but also in the us People not fans of Elon Musk politics. These are Elon Musk fans who are saying we're kind of over this.

11:02

I think this is fascinating because, you know, we all know that Tesla's stock price has like often outpaced its business fundamentals. And part of the reason for that is that Elon Musk has specifically cultivated a rabid fan base that buy Tesla stock kind of no matter what. It's one of the most widely held retail stocks on platforms like Robinhood. And so if you're in it for Elon Musk, like maybe the business goes through its ups and downs, but you're like going to stick with the company no matter what, which it gives him like a lot of personal power. If we're seeing, you know, again, and this might not be like a widespread phenomena among the fan base right now, but even, you know, some big name people here and there who are really, really pro Tesla turn, I, I think that that's actually a really big problem for him.

12:19

How big a problem is it, Zoe? Because I agree with your point. But increasingly Elon Musk is saying we're not even really a car company anymore. Right. Like we are a humanoid robot company. Oh, and a robo taxi company. Sorry, I always forget the robo taxi part. Even though that's the part that's actually the closer to being real.

13:05

Right.

13:23

So is there a world in which none of this actually matters? Because you know what, we've got Optimus robots and we've got a fleet of self driving Teslas and that's really what the future is. That's what the stock price is based on.

13:24

Yeah, I mean it might not. And again, like, I think Musk is first and foremost an excellent marketer and an excellent storyteller. And so if the story he's telling now is that we're not a car company where a robot company and people buy that, then like, sure. But I think the point that we're making is that a lot of these people aren't necessarily Tesla car fans in a vacuum, they're Elon Musk fans. And they happen, you know, he happens to make this vehicle and so then they choose the vehicle as like the thing that they're going to be obsessed with and pump and talk about on X all the time, like maybe that transfers. But I think if his popularity among the fan base is Waning. If he is doing things to kind of ostracize his own community, then, like, I think that's an issue. And I think that this started to happen with some people when he started getting into politics. Like, I talked to a couple people for that cybertruck story last year who said, like, I love this car, but it's a bummer to go out in public and be a lightning rod. Like, I didn't get it because I, you know, necessarily want to, like, tell everyone I support the Trump administration. And he didn't really give us a choice because he started getting involved with Trump and Doge. And all of a sudden, when I drove this car around, people were yelling and screaming at me and kind of trying to drive me off the road.

13:36

And if you haven't read Zoe's cybertruck photo essay from last year, please do. She interviewed a bunch of cybertruck owners who said some fascinating things, including one guy whose quote, I'm gonna get it slightly wrong, but it is printed in my brain indelibly. Women don't like the car.

14:45

Women don't like the vehicle.

15:02

Women don't like the vehicle. Women don't like the vehicle. So that, you know, in terms of Tesla owners who are turning around, Zoe, I think you have feelings about this, or I know you do because you've expressed them before, but I'd like you to express them on the podcast. How do we feel about people who have the. They're driving a Tesla. They bought it before all this. They. They have a Tesla, and they have a bumper sticker on there now that says, I bought this car before Elon went crazy or some such. How do we feel about these people?

15:03

Zoe, I'm so glad you teed this up for me. I feel bad. I think this is embarrassing. I feel like you have two options. Either you drive your Tesla loud and proud, you don't put a damn sticker on it, or. Or you sell your car, get a different electric vehicle. Like, they're not even the nicest cars on the market. I am genuinely confused. But the virtue signaling, which. I live in the Bay Area, so, like, I see these cars everywhere. I'm just like, you guys, this is the middle road, and it is the worst one to take. Choose a different option.

15:28

Fewer options than ever, though. You know, Honda had three EV models planned for the US They've canceled them. You know, there are fewer options than ever. A lot of. A lot of us manufacturers are backing away from it. So we are in sort of a weird place where Tesla is You know, increasingly one of the diehards in this space. Here's a different choice that Meta made this week. Meta announced on Tuesday that starting March 31, Horizon Worlds will no longer be available in the Quest Store, and then it's going to be shut down entirely on June 15th. Horizon Worlds is Meta's Metaverse play. Right. It's the world that they've created that's supposed to be the showcase for the Metaverse. And the way to experience it, if you are really committed to VR, is going to be the Meta Quest headset. You'll still be able to access it on your phone, but that's not really a metaverse. That's just a verse, I think, at that point.

15:58

Right? Yeah. I mean, huge bummer that they changed the entire name of the company to be about this product. Incredible, incredible choice.

16:49

And I'd say less than five years ago, like, I was. I looked that up when the news came, I was. It's like four and a half years ago.

16:58

I mean, look, Meta poured an absolute ton of money into this. And I think if you talk to executives and other true believers, they will say we were simply too early. Like, this could still happen someday. That ready player world vision of the future could come to pass. But, yeah, I mean, I think now they're seeing like, wow, the actual thing that came to pass is that AI ate everyone's lunch. And so they're trying to play catch up there. And we still have yet to see what's coming from all of the money that they've poured into their new AI labs that Alex Wang is running.

17:04

So I want to talk about AI, but I want to stick with Metaverse a little bit, too. You mentioned a ton of money. Reality labs reportedly lost $77 billion.

17:38

So painful.

17:47

Over four years or whatever. And I guess that's the idea. You just keep making bets and some of them will be bad. Do you want to hear my unifying theory about consumer technology?

17:47

I absolutely do. Yes.

17:54

It's not very good, but it is. Everything is 3D TV until proven otherwise.

17:55

Okay, I'm going to need you to unpack that a little bit.

18:00

So back when 3D TVs were a big thing, there was a period of like two years when every TV company was saying 3D TV is the next big thing. People love this. Everyone's going to want one. You could not buy a high end TV that did not have 3D baked in. Every TV that was high end had it came with like six pairs of 3D glasses. So for two reasons, everything to me is 3D TV interpreters. One, companies will insist that something is the future, despite all available evidence, until they lose $77 billion and have to sort of capitulate. So never believe what companies are saying in the future. And two, people don't like to wear things on their faces.

18:02

Right.

18:41

So the Metaverse, unfortunately, and Horizon Worlds checked both of those boxes. It was a thing that, on its face, was not going to be fun and created more separation than Unity, which is Facebook's whole thing, is like bringing people closer together.

18:42

Well, I would say it has not done that either. But I just think that this vision of the future, where everyone sits in their little, like, individual houses with their headsets on, interacting with virtual avatars of their friends and family or strangers or whoever is. I mean, I hate to get on a moral high ground, but I guess this is one that I actually feel strongly about. I think that is such a grim, tragic vision of the future, and it's one that clearly did not resonate widely with people.

18:56

So back to the AI part. Not to bounce around, but, you know, Meta and other companies are making an even bigger bet on AI. Right? It is tempting to have a sort of deja vu moment where it's like they're all saying, this is the future. Billions and billions, hundreds of billion dollars, data center buildouts sort of dwarfing the amount that Reality Labs ended up losing. What's the difference here, though, ZOE? Why is AI different from Horizon Worlds or the Metaverse? Why is AI not 3D TV?

19:19

I mean, I guess I find it a little difficult to compare those two technologies. I think AI is kind of like a thing that you can. An innovation that you can build a lot of other things with. You're not necessarily locked into one platform. It's like a new paradigm in that way. Whereas with the Metaverse, like, sure, you could build games and other experiences within this universe, but ultimately you were buying into, like, Meta's platform and this vision for the world. You don't need to necessarily buy into a new vision for the world to, like, build with AI, you can build B2B products, you can build consumer tech products, you can build immersive world products, but you could also just, like, build a new payments platform. Like, I think there's a broadness that makes it more viable.

19:46

It's almost more of a service. And I think even more importantly, it is something that people have proven to get use out of. Right? It is. There is already, you know, how much that use is worth and whether it's worth all this investment ultimately and all that, those are still questions that have to be answered. But AI is good at a lot of stuff, right? It has sort of passed that first hurdle of does anyone actually want this? Yeah, like a lot of people actually want this. And it also doesn't make you wear anything on your face for the most part. So so far feeling pretty good. Again, whether it's worth all of the money that's going into it and all of the other societal effects stuff is a separate question.

20:31

But yeah, but I think like just the simple question of is it helping you do something you already do, but making that thing better and easier? Like, just for me personally, what I used to Google, I now often will ask ChatGPT. Like, it's not perfect, you definitely still need to fact check it. But in terms of a search engine, I think the experience is far superior as long as you know what you're dealing with. With Meta, like, there was no, oh, I'm, you know, looking at a tiny screen in my home and would like to look at a more immersive screen. It was asking you to do something entirely new and different. And that new and different thing did not appeal to me or apparently to many other people. Yeah, Apple made a really big bet on headsets too. And that bet also felt like it really did not pay off. And I think that's another version where it's like, in order for that to work, in order to completely change the computing paradigm, it needed to do what you can do on a laptop so much better. And frankly, it just, just didn't. Like there were cool things like, you know, watching a movie and it was very like high definition or whatever. But like, it is just genuinely easier to use your laptop and phone than it was to use those headsets and kind of like wave your hands around in the air like Apple wanted you to.

21:07

I like that we, and I fully endorse this talk about the Vision Pro in the past tense.

22:16

I know.

22:20

Even though.

22:21

Wait, are they like, you can still

22:22

try one on me? Yeah, they upped. They updated it like a few months ago, like in a very small way. Oh my God, you can still try one on at the Apple Store. I think they're still out there.

22:23

That's amazing.

22:31

Coming up after the break, we're going to share our Wired Tired picks for the week. Stay with us.

22:35

As a listener of Uncanny Valley, we know you want to stay on top of today's biggest stories in tech. And if you're curious about how tech and innovation are changing the healthcare landscape, check out Mayo Clinic's chart topping podcast Tomorrow's Cure Back for a brand new season, host and award winning journalist Kathy Werzer dives into the breakthroughs, challenges and human stories shaping the future of medicine, from advances in AI and cancer research to the rise of chronic disease and autoimmune disorders. Not sure where to start? We Recommend the season four premiere where dermatologist Dr. Saranya Wiles and biomedical engineer Dr. Adam Feinberg explore how 3D bioprinting is revolutionizing medical research and accelerating breakthroughs in in healthcare. Whether you're a healthcare professional, patient or simply curious about what's ahead, Tomorrow's Cure invites you to imagine what healthcare could look like and shows you the future is already here. Find Tomorrow's Cure on Apple Podcasts, Spotify or wherever you're listening now. This show is supported by Odoo. When you buy business software from lots of vendors, the costs add up and it gets complicated and confusing. Odoo solves this. It's a single company that sells a suite of enterprise apps that handles everything from accounting to inventory to sales. Odoo is all connected on a single platform in a simple and affordable way. You can save money without missing out on the features you need. Check out Odoo at O D O o dot com. That's O D o o dot com.

22:45

Now more than ever, technology is a dominating force in our lives. Then there's the threat of AI everywhere. And yet tech can be inspiring and help level playing fields. I mean, a YouTuber with a self funded debut movie just dominated the box office.

24:19

I thought hey, if you interview me it'd be good for your publication. And that's not ego, I just have a lot of followers. But it's that stigma. It's like YouTubers, they're not real.

24:37

Join me Lizzie O', Leary, the host of what Next TBD Slate's podcast focused on technology, power and the future. Follow what Next TBD now, wherever you get your podcasts, It's time for our Wired Tired segment. Whatever is new and cool is wired. Whatever Pass. I thing we're over is tired Brian.

24:48

So I have more of a tired and it relates to wearing things on your face, believe it or not. So over the weekend, bear with me for one second. Over the weekend I went with my family to something called the Great Big Game Show. Wow, it is really fun. You get a group of people together and you go and it's an experiential thing where you play a bunch of game show games against another group of people. There's A human host there, like running the games. Like, it's. It's really. It was a great. It was a great time. So I guess my Wired is great. Big game show.

25:14

Wow. So wholesome fun.

25:44

Go check it out if there's one near you. It was great. And I went with my kids and my wife and my tired is. I noticed at the start of the thing that the other group that we were competing against, who were lovely people, really, really fun. Glad we got them as a group. But a guy in the group was wearing his meta ray bands and was recording most of the thing.

25:45

Wow.

26:09

And he wasn't doing it maliciously. It was just like, this is a fun thing. I'm going to capture some content for it. But it really kind of. I think especially because my kids were there, didn't love it and felt pretty uncomfortable and kind of took away from the whole experience. And I'll say too. Later that night, I asked my family. I was like, hey, did anyone notice, by the way, that we were being recorded for like big chunks of time during that thing? None of them had any idea. Oh, they wouldn't even know how to know.

26:10

No. Ignorance is bliss.

26:39

Yeah. And like meta ray bans have these. This little indicator light, but it is like very muted. You have to know to look for it. So this is a little bit of a cliche, but I will say if you are tired is being a meta ray ban owner and not being conscientious about who you're recording and in what context. I know there are like several worse examples of this out there in the world. So not saying that, you know, and it was ultimately fine, we had a great time, but just, you know, think before you. Raven.

26:40

Yeah, I don't like that. I actually have a pet peeve of like, when friends, you know, send you pictures of someone on the bus or subway or whatever doing something weird, I'm

27:08

always like, don't do that.

27:16

I don't love it. Like the bar for taking a picture of someone in public. Just like living their life is so sky high in my opinion. Otherwise you're just being an asshole. Let people live.

27:17

Yeah, 100%. Zoe, what about you?

27:25

Okay, my tired is obvious and I think everyone agrees with me. It is mansplaining. I am over it. I feel like men have taught me all they have to teach me in this life. And even listening to my absolute favorite all in podcast, I've grown a little weary. I have to admit. I'm just like, it's a lot. Had someone explain Elon Musk's Twitter takeover the other day. And I was like, if there's one topic I know a lot about, it is this. I don't need you to tell me, actually anything.

27:28

Zoe has literally written the book on elon Musk's Twitter TikTok.

27:59

This person did not know that, but I was just like, goodbye, my Wired is me explaining to my husband about his favorite topic, which is, you know, early frontier tales. He likes reading American history books. Yes. And I read Lauren Groff's the Vaster Wilds recently. Literally blew my mind. I think she is such an absolute genius.

28:02

Oh, she's amazing. She's terrific.

28:24

As someone who has never read about this period of time, I was like, Andrew Collins, have you heard how difficult it was to be a early settler in this country, you know, before the country existed? And he was like, I cannot believe you're trying to tell me about this. But I couldn't shut up about it for two days. It stayed with me. I called it the Road for Women. I felt like it was like Cormac McCarthy's the Road, but, like, for girls, maybe. Oh, my God.

28:26

She has a new short story. A relatively new, I think, short story collection that you should also check out.

28:51

Yeah, I know I'm not a huge short story person, but I do feel like I love her, so maybe this will be my foray into it. That's our show for today. We'll link to all the stories we spoke about in the show notes. If you have any comments, you can find the episode transcripts@wired.com to discuss. Uncanny Valley is produced by Kaleidoscope Content. Adriana Tapia produced this episode. It was mixed by Amar Lal at Max Microsound. Mark Leita is our San Francisco studio engineer. Kimberly Chua is our digital production senior manager, Kate Osborne is our executive producer, and Katie Drummond is Wired's global editorial director.

28:56

The digital world feels more chaotic than ever. Huge data breaches, AI threatening jobs, foreign meddling, that creeping feeling of obsolescence. It's information overload. I'm Dena Temple Rasten, host of Click Here from PRX and Recorded Future News. Want to understand how we got here and how you can get ahead of it all? Listen to Click Here. We can help you make sense of all the noise. Click here. Wherever you get your podcasts

29:44

from prx,

30:15