Market Mix - Open AI 🤝 SoftBank

March 17, 2025 | Read Online

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Welcome to AI Wire — your smart shortcut to all things AI without the jargon.

What we’ll cover today:

🧠 Baidu’s AI Learns Sarcasm?! – Can China’s Ernie 4.5 outsmart OpenAI?

🔥 AI vs. Politics – Is Big Tech censoring AI under government pressure?

🏭 SoftBank’s $676M AI Bet – Turning an old factory into AI powerhouse.

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Baidu Unveils Two New AI Models—Ernie 4.5 & Ernie X1 🚀

Source : TechCrunch

Baidu, China’s answer to Google, just dropped Ernie 4.5 and Ernie X1—two AI models with big brains and better jokes.

🚨 Breaking News:
Baidu claims Ernie X1 competes with DeepSeek R1 at half the price, while Ernie 4.5 understands memes and sarcasm—finally, an AI with humor!

⚡ Wire Simplified:

Baidu launched two new AI models: Ernie 4.5 (more human-like) and Ernie X1 (better at reasoning).
Both models process text, images, video, and audio.
DeepSeek R1’s budget-friendly power shook up the AI world, and Baidu wants in on the action.
Despite being early in China’s AI race, Baidu struggles with adoption.
Next-gen Ernie 5 is expected later this year, promising even more upgrades.

✔️ Straight to the Point:
Baidu is doubling down on AI, but with fierce competition and adoption challenges, will Ernie’s brains be enough to win the race?

🫱 DIVE DEEPER

💡 Can Baidu catch up to OpenAI and DeepSeek?

🟢 Yes, China’s AI scene is growing fast!

🔴 No, it’s too late to compete.

🤔 Not sure, let’s wait for Ernie 5.

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Congressman Jim Jordan vs. Big Tech—AI Censorship Showdown 🔥

Source : CNN

U.S. Congressman Jim Jordan is grilling tech giants like Google and OpenAI, asking if Biden tried to censor speech in AI models.

🚨 Breaking News:
Jordan sent letters to 16 companies, demanding proof of government interference in AI content moderation. The deadline? March 27.

⚡ Wire Simplified:

The House Judiciary Chair is investigating if Biden pressured AI firms to control speech.
Tech giants like Apple, OpenAI, and Meta got letters—but Musk’s xAI was conveniently left out.
Companies like OpenAI and Anthropic are already tweaking AI models to appear less biased.
Google’s Gemini chatbot avoided political topics even after the 2024 U.S. election.
Tech leaders, including Zuckerberg, previously hinted at government pressure on content moderation.

✔️ Straight to the Point:
AI censorship is the new battleground in U.S. politics. But is it about free speech—or just another political chess move?

🫱 DIVE DEEPER

🤖 Should AI models be completely uncensored?

🟢 Yes, free speech should be absolute.

🔴 No, some content needs moderation.

🤔 It depends on who controls the rules.

SoftBank Buys $676M Sharp Plant for OpenAI-Powered AI Hub in Japan 🏗️

Source : thairath

SoftBank is turning an old Sharp LCD factory into an AI data center, fueling its partnership with OpenAI in Japan.

🚨 Breaking News:
The $676M deal includes land and buildings, paving the way for Japan’s AI boom. SoftBank aims to kickstart operations in 2026.

⚡ Wire Simplified:

SoftBank bought a Sharp factory in Osaka to build an AI data center.
The site will power OpenAI models, with a focus on enterprise AI called “Cristal Intelligence.”
SB OpenAI Japan will train models using customer data and sell AI agents.
SoftBank might invest up to $25B in OpenAI—though the deal isn’t official yet.
The plant’s power capacity will start at 150MW, ramping up to 240MW.

✔️ Straight to the Point:
SoftBank isn’t just betting on AI—it’s going all in. But will Japan’s AI industry be able to keep up with the U.S. and China?

🫱 DIVE DEEPER

🏭 Will Japan become a major AI powerhouse?

🟢 Yes, SoftBank is making big moves!

🔴 No, the U.S. and China are too far ahead.

🤔 Maybe, depends on government policies.

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Bill Gurley @bgurley

US AI companies should spend 100% of their time developing and innovating vs hanging out in DC begging for protection from competition. It’s a bad look that unveils a clear lack of self confidence.

tw profile: Baidu Inc. Baidu Inc. @Baidu_Inc

We've just unveiled ERNIE 4.5 & X1! 🚀

As a deep-thinking reasoning model with multimodal capabilities, ERNIE X1 delivers performance on par with DeepSeek R1 at only half the price. Meanwhile, ERNIE 4.5 is our latest foundation model and new-generation native multimodal model.… x.com/i/web/status/1…

3:16 AM • Mar 16, 2025

1.23K Likes 148 Retweets

2 Replies

Geoff Lewis @GeoffLewisOrg

As a counterexample, OAI and Anduril are two examples of multiple co-founder companies that are clearly transcendent and where we’re very proud to be investors.

tw profile: Geoff Lewis Geoff Lewis @GeoffLewisOrg

Solo founder startups are systematically underrated.

2 founder startups are good.

However, in majority case, more than 2 co-founders leads over time to intra-team conflict which leads over more time to decaying velocity and culture.

12:53 AM • Mar 16, 2025

11 Likes 0 Retweets

0 Replies