Welcome, humans.

Sam Altman told the press that the voice of Sky on ChatGPT “was never intended to resemble” Scarlett Johansson. Yeah, right—just like my mismatched socks are a new fashion statement I’m trying out. We don’t buy it!

Here’s what you need to know about AI today:

• How ChatGPT Voice Mode gives people a real-time meeting assistant.

• Humane, that overhyped Ai Pin, is reportedly looking to sell.

• Amazon is giving Alexa an AI facelift.

• See if you can guess our Thursday Trivia!

On the podcast: Pete explains Anthropic’s big research breakthrough that maps the mind of AI models (Apple Podcasts, Spotify, YouTube).

A third voice is joining our meetings soon (hint: it starts with ‘Chat’).

As we eagerly count down the days till ChatGPT Voice Mode’s release (the talking ChatGPT), we can’t help but fantasize about its potential use cases.

One exciting prospect: a true AI assistant in meetings.

Imagine this: a new team member walks into your meeting, knows your business inside out, and has the highest IQ you’ve ever encountered. During discussions, you could ask them:

• “What are potential gaps in our marketing and sales strategy for Q3?”

• “Can you help us guide this discussion better? We seem off track.”

• “What was our policy on paid maternity leave last year?”

And it answers instantly. That’s the power of ChatGPT Voice Mode. Check out this demo:

Companies are already preparing for this. Abu Dhabi’s holding company is implementing an AI developed by G42 and Microsoft called Aiden that will “inform discussions and guide decisions” in board meetings.

And Microsoft is on board too. At its conference this week, Microsoft announced that Team Copilot, its AI assistant for teams, will manage agendas and take notes during meetings, so you don’t have to.

We’re a bit disappointed it won’t be Scarlett Johansson’s voice chiming in on our meetings via ChatGPT-4o, but we’re excited for a different AI voice to remind us what EBITDA stands for every five minutes!

In related news: here’s a fun Reddit thread on the “Coolest Thing You’ve Done with 4o”.

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Around the Horn.

• OpenAI has inked a deal with News Corp (owner of WSJ, Barron’s, MarketWatch, & more) to integrate its news content into ChatGPT. The agreement could be worth up to $250M, according to the WSJ.

• Humane, the overhyped Ai Pin that wanted to replace the iPhone, is reportedly seeking a buyer.

• Nvidia’s data center arm grew 427% since last year, driven by demand for its AI chips.

• Amazon is planning to overhaul Alexa with an AI makeover later this year and charge a subscription for it.

• DeepL, which competes with Google Translate, secured $300M to improve its text translation and writing tools.

Treats To Try.

1. Truecaller’s AI assistant answers your phone in your voice to weed out spam calls.

2. Patronus evaluates how reliable a company’s AI models are (raised $17M).

3. Unify helps developers find the best LLM for any use case (raised $8M).

4. Granola takes meeting notes for you, and you can direct it on what to jot down (raised $4.25M).

5. Prakita is a language tutor powered by AI avatars (raised $35.5M).

Thursday Trivia.

Here’s an idea for an AI tool—CommenterGPT, an AI that comments on all of your friends’ social media posts in your voice so you never have to log into Instagram again! #artsy!

One glance, everyone knows the rules: one image is AI-generated, and the other is real.

Which is which?

A.

B.

A Cat's Commentary.

Trivia Answer: A is real and B is Imagen 3!

*The content is not intended to provide legal, tax, or investment advice. Past performance is not indicative of future performance. Investing involves risk.

“Net Annualized Return” refers to the annualized internal rate of return, or IRR, net of all fees and costs, to holders of Class A shares from the primary offering, calculated from the final closing date of such offering to the date the sale is consummated. A more detailed breakdown of the Net Annualized Return calculation for each issuer can be found in the respective Form 1-U for each exit. The 3 median returns above represent the ones closest in percentage to the median of the 12 exits with holding periods over 1 year.

See important Reg A disclosures at masterworks.com/cd.