#199 - OpenAI's 03-mini, Gemini Thinking, Deep Research, s1

Our 199th episode with a summary and discussion of last week's big AI news!

Recorded on 02/09/2025

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Hosted by Andrey Kurenkov (twitter.com/andrey_kurenkov) and Jeremie Harris (twitter.com/jeremiecharris).

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In this episode:

- OpenAI's deep research feature capability launched, allowing models to generate detailed reports after prolonged inference periods, competing directly with Google's Gemini 2.0 reasoning models.

- France and UAE jointly announce plans to build a massive AI data center in France, aiming to become a competitive player within the AI infrastructure landscape.

- Mistral introduces a mobile app, broadening its consumer AI lineup amidst market skepticism about its ability to compete against larger firms like OpenAI and Google.

- Anthropic unveils 'Constitutional Classifiers,' a method showing strong defenses against universal jailbreaks; they also launched a $20K challenge to find weaknesses.

Timestamps + Links:

• (00:00:00) Intro / Banter

• (00:02:27) News Preview

• (00:03:28) Response to listener comments

• Tools & Apps
• (00:08:01) OpenAI now reveals more of its o3-mini model’s thought process (techcrunch.com/2025/02/06/openai-now-reveals-m…)

• (00:16:03) Google’s Gemini app adds access to ‘thinking’ AI models (theverge.com/news/606530/gemini-ai-app-flash-t…)

• (00:21:04) OpenAI Unveils A.I. Tool That Can Do Research Online (nytimes.com/2025/02/02/technology/openai-deep-…)

• (00:31:09) Mistral releases its AI assistant on iOS and Android (techcrunch.com/2025/02/06/mistral-releases-its…)

• (00:36:17) AI music startup Riffusion launches its service in public beta (musically.com/2025/01/31/ai-music-startup-riff…)

• (00:39:11) Pikadditions by Pika Labs lets users seamlessly insert objects into videos (testingcatalog.com/pikadditions-by-pika-labs-l…)

• Applications & Business
• (00:41:19) Softbank set to invest $40 billion in OpenAI at $260 billion valuation, sources say (cnbc.com/2025/02/07/softbank-set-to-invest-40-…)

• (00:47:36) UAE to invest billions in France AI data centre (france24.com/en/europe/20250207-uae-to-invest-…)

• (00:50:34) Report: Ilya Sutskever’s startup in talks to fundraise at roughly $20B valuation (techcrunch.com/2025/02/07/report-ilya-sutskeve…)

• (00:52:03) ASML to Ship First Second-Gen High-NA EUV Machine in the Coming Months, Aiming for 2026 Production (trendforce.com/news/2025/02/05/news-asml-to-sh…)

• (00:54:38) NVIDIA’s GB200 NVL 72 Shipments Not Under Threat From DeepSeek As Hyperscalers Maintain CapEx; Meanwhile, Trump Tariffs Play Havoc With TSMC’s Pricing Strategy (wccftech.com/morgan-stanley-reduces-its-foreca…)

• Projects & Open Source
• (00:56:49) The Allen Institute for AI (AI2) Releases Tülu 3 405B: Scaling Open-Weight... (marktechpost.com/2025/01/31/the-allen-institut…)

• (01:00:06) SmolLM2: When Smol Goes Big -- Data-Centric Training of a Small Language Model (arxiv.org/abs/2502.02737)

• (01:03:56) PhD Knowledge Not Required: A Reasoning Challenge for Large Language Models (arxiv.org/abs/2502.01584)

• (01:08:26) OpenEuroLLM: Europe’s New Initiative for Open-Source AI Development (infoq.com/news/2025/02/open-euro-llm)

• Research & Advancements
• (01:10:34) LIMO: Less is More for Reasoning (arxiv.org/abs/2502.03387)

• (01:16:39) s1: Simple test-time scaling (arxiv.org/abs/2501.19393)

• (01:19:17) ZebraLogic: On the Scaling Limits of LLMs for Logical Reasoning (arxiv.org/abs/2502.01100)

• (01:23:55) Streaming DiLoCo with overlapping communication: Towards a Distributed Free Lunch (arxiv.org/abs/2501.18512)

• Policy & Safety
• (01:26:50) US sets AI safety aside in favor of 'AI dominance' (zdnet.com/article/us-sets-ai-safety-aside-in-f…)

• (01:29:39) Almost Surely Safe Alignment of Large Language Models at Inference-Time (arxiv.org/abs/2502.01208)

• (01:32:02) Constitutional Classifiers: Defending against Universal Jailbreaks across Thousands of Hours of Red Teaming (arxiv.org/abs/2501.18837)

(01:33:16) Anthropic offers $20,000 to whoever can jailbreak its new AI safety system (zdnet.com/article/anthropic-offers-20000-to-wh…)
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