AI Demos: ChatGPT-o4 Canvas, Notebook LM & Meta's Movie Gen | E2026

Sunny Madra and Jason kick off the show (0s)

• This week's episode of "This Week in Startups" is brought to you by Lemon, where you can hire pre-vetted remote developers and get 15% off your first four weeks of developer time at Lemon Twist. (15s)
• Fidelity Private Shares is also a sponsor, allowing you to manage your cap table and data room, get faster and more accurate 409a valuation, and fully automate your next financing round; visit Fidelity Private Shares.com and mention the podcast to receive 20% off your first year paid subscription. (25s)
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• Sunny Madra is back on the show, and he's been busy; he mentions that it's going to be a Q4 Plus one, and they're now actually in Q4 and "cooking." (1m2s)
• Sunny is doing excellent and mentions that it's been a really busy time; he also mentions that they said it's going to be a Q4 Plus one, and they're now 10-12 days in by the time the episode is published. (1m9s)
• Jason asks Sunny about his September in Q4, and Sunny mentions that he's settled in Austin, and it's been absolutely fantastic; he's also doing their next class of Founder University, their ninth cohort. (1m33s)
• Founder University is a 12-week virtual program with 250 teams, two or three founders each team, and hopefully a technical co-founder or two; they might put $25k in the top 10% of those teams if they want the first friends and family check, or $125k if they want the standard incubator deal in Silicon Valley. (1m44s)
• This time, Sunny will meet the teams all for week one in San Francisco with some of the other team members. (2m10s)

Tesla's Robotaxi reveal and challenges with regulatory approval (2m17s)

• Plans are in place for top-performing companies, invested in by the speaker's partners, to visit Austin in weeks 6 and 12, where they will discuss their vision and goals over meals at local restaurants like the Salt Lick, with a focus on how AI has enabled these companies to achieve significant progress with limited capital (2m17s).
• The speaker is excited about ChatGPT-04 and has been using it extensively, often reaching the credit limit and receiving warnings to pause usage (3m1s).
• The speaker was unable to attend the Cybercab big reveal due to travel commitments but has thoughts on the unveiling, particularly in relation to AI and its applications (3m20s).
• The Cybercab is seen as a culmination of Tesla's efforts in building electric cars, autonomous technologies, and camera learning, all combined in a form factor without a steering wheel or pedals (3m52s).
• There is a debate about the decision to remove the steering wheel and pedals, with some people, including the speaker, suggesting that they should be included as an option (4m19s).
• The speaker is enthusiastic about the design of the Cybercab and would consider purchasing two, imagining the potential of a Tesla powertrain in a vehicle of that footprint (4m51s).
• The Cybercab's design is likened to a combination of the Cybertruck and a Mini Cooper, with the potential for customization and modification (5m26s).
• The speaker views the Cyberbus as an RV and expressed this opinion in a tweet, sparking a discussion about the vehicle's design and purpose (5m38s).
• A recent event showcased a company's autonomous driving technology, which is considered a significant development despite the stock price dropping 5-10% due to regulatory challenges and the need for a steering wheel, review, and side mirrors. (6m5s)
• The company has collected a huge amount of data through its existing car network, which is used to build models, and has demonstrated its confidence in the technology by allowing people to use it in an open environment without a safety driver. (6m22s)
• The technology is expected to be adopted first by companies and places like Disneyland, retirement communities, and campuses, where golf carts or small vehicles are commonly used, before becoming widely available. (7m36s)
• The company's goal is to have a widely available release by the end of 2026 or 2027, which is considered an underestimation given the confidence shown in the technology. (8m2s)
• Autonomous vehicles are expected to be used in fixed, cordoned-off areas before becoming widely available, with 2027 being a possible estimate for their adoption. (8m33s)
• The company has the ability to produce a large volume of cars, having manufactured 1.9 million cars last year, which could lead to millions of autonomous vehicles being put on the road in a short period. (8m57s)
• The market for autonomous vehicles is significant, with a billion rides per day in the US, but only 2-3% of those rides are currently done through ride-sharing services, leaving room for growth. (9m11s)
• There's a possibility that people might stop buying cars and use alternative transportation methods, which could induce more usage and lead to a bright future (9m39s).
• It's believed that there will be three or four winners in this space, as many companies seem to be solving the problem at the same time (9m46s).
• There's a difference between two approaches: writing code from the top down (WEo) and building it off the data (CRW) (9m53s).

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• These developers have competitive rates, and Lemon.io handles the process of finding and integrating them into a team (10m33s).
• To be eligible, developers must have at least three years of experience and be in the top 1% of applicants (10m47s).
• If any issues arise, Lemon.io will find a replacement developer as soon as possible (10m54s).
• Many launch founders have had great experiences working with Lemon.io (11m3s).
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Self-driving architectures and potential applications for Tesla's Cybervan (11m22s)

• The two different architectures of AI systems are being discussed, with one using LIDAR (Light Detection and Ranging) and the other not, such as Tesla, which relies on cameras and other sensors (11m32s).
• The traditional approach to building a model involves using multiple sensors, such as cameras and ultrasonics, and writing code to bring the data together, making decisions, and double-checking, which can be more difficult (12m21s).
• Elon Musk's team took a different approach by feeding a model hours of video from cars, allowing it to learn to drive by watching and mimicking human behavior, such as staying in lanes and adjusting to other cars and bikes (12m45s).
• This approach allows the model to learn nuances of human behavior, such as not hugging the right side curb when turning into an empty lane, which cannot be easily written in code (13m41s).
• The model has to follow a set of rules, but sometimes this can lead to frustrations, such as coming to a full stop and potentially being hit from behind (14m7s).
• The discussion also touches on the reaction to this approach on social media platforms, such as Threads, where some people express their dislike for Elon Musk and his methods, including a San Francisco bike person who mentioned the issue of Waymo (14m17s).
• A person shared an anecdote about a man who used to work with road crews and now appreciates self-driving vehicles, like those from Tesla, because they are cautious and follow traffic rules, unlike some human drivers who can be distracted and reckless (14m42s).
• The person noted that Tesla's full self-drive mode can be too cautious, especially in traffic circles, and suggested that it may need more training data to improve its performance in such situations (15m20s).
• The discussion turned to a robotic van, referred to as the "Cyber sled," which could potentially revolutionize transportation and logistics, such as delivering goods for companies like Amazon (16m3s).
• The person envisioned the Cyber sled as a mobile office or home, equipped with amenities like a desk, monitor, and Starlink internet, which could be useful for various purposes, including long-distance commutes, RVs, and even disaster relief (16m43s).
• The idea of autonomy and a giant battery in the Cyber sled could make it an attractive solution for temporary housing or offices, especially in situations like natural disasters or large events (17m23s).
• The person suggested that the Cyber sled could be rented out for various purposes, such as providing extra bedrooms for in-laws or serving as a mobile home for events like Burning Man or the World Series of Poker (17m44s).
• A discussion is held about a giant battery, considering its potential duration and the possibility of it lasting 30 days, with enough roof space to accommodate solar panels (18m1s).
• The team behind the battery is congratulated on their achievement, with their project, Optimus, also showing promising results (18m10s).

Update on Tesla's Optimus robot and the future of autonomous vehicles (18m15s)

• Tesla's Optimus robot has made significant progress, with demonstrations of the robot serving drinks, walking around, and interacting with people, making the concept more real and tangible (18m16s).
• The development of autonomous vehicles is a gradual process, with many challenges to overcome, including edge cases, regulation, safety, and competition, but it is clear that this is the future of transportation (19m9s).
• The buildout of autonomous vehicles will take time, even if two million units are produced per year, as it would still only account for a small percentage of total rides in the United States, let alone globally (19m28s).
• Many companies, including BYD and Cruise, are working on autonomous vehicles, and the market is expected to grow significantly in the coming years (19m42s).
• The speaker predicts that 10 years from now, 20% of rides globally will be autonomous, but they believe this number will be higher, and they are willing to make a bet on it (20m6s).
• The number of rides is expected to triple, and the increased availability of autonomous vehicles will lead to increased consumption, as people will use them more frequently for convenience and affordability (20m39s).
• This phenomenon is known as Jevons' Paradox, which states that as a resource becomes more available, people tend to consume more of it, as seen in the examples of steam engines and industrialized farming (21m13s).

Interest rates and startup funding challenges (22m4s)

• Interest rates are decreasing, but it remains challenging for startups to secure new funding rounds, making it essential for founders to manage their time efficiently while raising capital (22m4s).
• Founders often struggle with cap table management, due diligence, and investor relations, which can be overwhelming and may lead to neglecting their core startup responsibilities (22m12s).
• Fidelity Private Shares offers a solution to these challenges by providing easy management of cap tables and data rooms, more accurate 409a valuations, and the ability to model the future of a company's equity (22m21s).
• With Fidelity Private Shares, founders can automate their next funding round, maintain a professional image, and receive support from a reputable partner (22m55s).
• Fidelity also provides access to a startup community, hosts events for founders and venture capitalists, and offers opportunities for networking and collaboration (23m7s).

Traffic congestion, urban planning, and future players in autonomous vehicles (23m14s)

• Traffic congestion in urban areas is a persistent issue, as increasing the number of lanes on highways often leads to induced traffic, where people move further out from the city center and commute to work, filling up the new lanes (23m26s).
• The concept of induced traffic is exemplified by the experience of the 405 highway in LA, where constant expansion and addition of new lanes failed to alleviate traffic congestion (23m28s).
• Despite the challenges, there will likely be three or four major players in the autonomous vehicle industry that will figure out the technical problems and make significant progress within the same 36-month window (24m0s).
• The major players in the autonomous vehicle industry are expected to include companies like Tesla, BYD, and other Chinese companies, as well as Joby, which is working on air transportation (24m57s).
• The production of autonomous vehicles is constrained by the availability of resources, such as batteries, and the capacity of factories to produce them, making it a significant challenge to meet the demand for 50 million cars (24m21s).
• A realistic goal for the adoption of autonomous vehicles is 20% automation in 10 years, considering the current rate of progress and the fact that the industry is currently below 1% automation (24m46s).
• The growth of the autonomous vehicle industry will lead to a significant expansion of the market, making it a promising area for investment and innovation (24m51s).
• Companies like Joby, Archer, and others are working on air transportation solutions, which will be an important part of the future of autonomous vehicles (25m9s).

ChatGPT-4o with Canvas demo (25m23s)

• ChatGPT 4.0 with Canvas is a new mode that allows users to edit a document on the left-hand side while working on it, making it more applicable for tasks like writing code and other activities (25m49s).
• This mode enables users to highlight a section of the document and make changes to it in real-time, which is a significant improvement in usability (26m22s).
• The feature is useful for tasks like creating an itinerary, writing a news program, or editing a document, and allows users to make changes such as making it shorter, longer, or adding something to it (27m33s).
• The mode is compared to a scene from the movie Blade Runner, where a character is analyzing video clips and zooming in and out in real-time, and is considered a significant advancement in AI technology (27m45s).
• The feature is given a grade of 10 out of 10, with users praising its ability to iterate and edit documents in real-time, making it a valuable tool for daily use (28m8s).
• Some users may experience issues with the feature, such as the left-hand column not appearing, but this can be resolved by logging out and logging back in (27m10s).
• The feature is considered a major improvement over previous versions of ChatGPT, which required users to copy and paste or rewrite entire documents (28m31s).
• Users can try out the feature by creating a new document and highlighting a section to edit, and can also use it to create itineraries or other documents (28m57s).
• ChatGPT-4.0 with Canvas was demonstrated, showing its capabilities and potential as a game-changer in the field of AI, with the ability to provide accurate and up-to-date information, and even correct itself when necessary (29m5s).
• The AI was used to have conversations about car production, including figuring out how fast enough cars could be made to accommodate all rides in the US, and which companies produce the most cars (30m9s).
• The AI provided information on car production, including a table of companies and their production numbers, and was able to update its information when corrected, such as when the number of cars produced by Tesla was corrected from 4.5 to 1.8 (30m22s).
• The AI also provided information on the number of cars sold worldwide per year, which was stated to be 70 million, and was used to estimate the number of cars needed to accommodate all rides in the US, which was estimated to be around 50-60 million (30m46s).
• The demonstration highlighted the potential of AI in providing accurate and up-to-date information, and its potential applications in various fields, including tech startups (31m29s).
• The AI's capabilities were also noted to be extraordinary, with the ability to provide detailed information and answer complex questions, and its potential to make a significant impact in the world of tech startups (29m50s).

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• CLA's promise is to know and help their clients, making them more than just an accounting firm, but a partner to success (32m16s).
• A trusted adviser is necessary to navigate important tax issues, get accounting in order, and handle everything in between (32m19s).
• The demo uses ChatGPT's canvas mode to explain the total number of car rides in the United States, which is approximately 344 billion rides annually (32m59s).
• Breaking down the number of rides to a daily average, it's estimated to be around 1 billion rides per day (33m39s).
• A financial model is created to estimate the number of automated cars needed to service all these rides, assuming each car completes 30 rides a day (34m11s).
• The model estimates that approximately 31 million cars would be needed, but this number may vary depending on factors like charging time and days in service per year (34m51s).
• Further assumptions are made, such as cars being on the road 80% of the time and charging 20% of the time, with a purchase price of $40,000 and annual insurance of $10,000 (35m8s).
• The total cost to purchase the cars is estimated to be around $1.5 trillion, which is a significant amount of money (35m40s).
• Apple has a significant amount of money, potentially $100 or $200 billion, and an operating cost of $400 billion per year, making it a substantial business (35m46s).
• A hypothetical ride-sharing service with $15 per ride could generate $5.65 trillion in revenue, considering the cost of buying and maintaining cars (36m15s).
• The use of AI, such as ChatGPT, can provide actual real value, unlike some other technologies like crypto (37m6s).
• ChatGPT can be used to polish and improve work, and it's recommended to use it as a tool to enhance productivity (37m25s).
• The use of AI tools like ChatGPT can revolutionize the way people work, similar to the transition from typewriters to word processors (37m42s).
• In the past, people used "white out" to correct typos, but with AI, there's no need for such manual corrections (37m51s).
• ChatGPT can be used to create tables, images, and graphics, making it a powerful tool for various tasks (38m10s).
• The tool can rewrite text to make it more concise or expand on it, and it can also create graphics based on highlighted text (38m54s).
• ChatGPT's capabilities are considered a "superpower" that can greatly enhance productivity and efficiency (39m14s).
• The team at OpenEye is commended for their work, with the suggestion that Google should buy the domain name "chat.com" to create a dedicated service for ChatGPT, separate from Google and Gemini, allowing for a more focused user interface and a complementary iOS app (39m37s).
• The current implementation of ChatGPT within Google's Gemini is criticized for being shoehorned and difficult to access, with users often unsure of how to find it within the Google interface (39m51s).
• A dedicated service with its own domain name would allow for a more streamlined user experience, with 100% of the user interface dedicated to the AI, and the option to release new features and updates to iOS users first (40m40s).
• OpenAI's ChatGPT is reported to have a large user base, with around 400 million people using it per month, and a significant portion of those users paying $20 per month for the service (40m58s).

Meta vision models and Groq demo (41m11s)

• Meta released vision models a few weeks ago, which are being demonstrated using the 11 billion parameter LLaMA 3.2 model, also known as Vision, running on Groq (41m18s).
• The Vision model can be given a picture of anything and a task, and it will provide information about the image, such as estimating portion sizes and calories (41m46s).
• A demo was shown where the model was given a picture of a plate of food and asked to identify everything on the plate, estimate portion sizes, and calories, which it did quickly (41m56s).
• The processing time for this task has significantly decreased, from 30-45 seconds to 300 milliseconds, making it faster than human brain processing (42m13s).
• This technology has the potential to be combined with other devices, such as glasses, to provide fast and seamless access to information (42m21s).
• The era of fast information processing is emerging, where the processing of information is even faster than the human brain (42m29s).

Apple AirPods updates and AR glasses privacy concerns (42m35s)

• The new Apple AirPods 4 have a feature that allows users to interact with Siri by shaking their head up and down to say yes or left and right to say no, which is a compelling way to interact with data and information (42m37s).
• This feature could lead to people constantly interacting with data and information, potentially ruining social settings but making people more efficient (43m39s).
• The idea of wearing glasses with augmented reality (AR) capabilities, such as those shown by Meta, could revolutionize the way people interact with information and could potentially be used in various settings, including work and social situations (43m48s).
• However, there are concerns about the potential invasion of privacy and distraction caused by these glasses, and they may need to be banned in certain settings, such as restaurants and gyms (44m12s).
• The use of AR glasses could also have huge implications in the workplace, where they could analyze everything an employee is looking at and provide guidance and advice (45m2s).
• A significant percentage of people in America wear glasses, and this number is likely to increase as people age, making AR glasses a potentially widespread technology (45m27s).
• The use of facial recognition technology, such as the demo shown by two Harvard kids, raises concerns about the potential for people to be tricked into thinking they know someone when they don't, and the potential for invasion of privacy (45m54s).
• Facial recognition technology is being explored for its potential applications, but it's not yet practical due to the possibility of misuse and the likelihood that platform makers won't approve apps that utilize it (46m14s).
• The technology could be useful for security purposes, such as at sports stadiums, where it could help prevent or respond to terrorist attacks, and James Dolan has already installed facial recognition systems at Madison Square Garden (46m53s).
• Facial recognition is also being used in personal security systems, such as the one installed at a ranch, which can identify known individuals, including employees and visitors, and alert the owner to unknown faces or license plates on the property (47m8s).
• This technology is expected to become more widespread, first in corporate software and eventually in consumer applications (47m41s).
• Meta is also working on facial recognition technology, although the specific details of their work in this area are not provided in this segment (47m45s).

Meta's new vision models, open-source impact, and OpenAI's business model (47m46s)

• New Vision models are considered solid and will continue to improve, with the added benefit of being open source, allowing for community development and improvement (47m48s).
• The open-source nature of Vision models is seen as a positive step for society, allowing for the creation of applications like calorie counting apps that can process images in 300 milliseconds (48m0s).
• A decade ago, a similar calorie counting app was pitched, but it relied on human labor through Mechanical Turk, whereas the new model can process images quickly and accurately (48m23s).
• The language models are catching up to Open AI's capabilities, with a gap of around six months to a year, but Open AI is making significant advances in interface development (48m56s).
• Open AI's revenue is shifting, with more revenue coming from ChatGPT than their API, indicating a focus on consumer-facing applications (49m32s).
• Meta, on the other hand, is focusing on fundamental technology and integrating it into their consumer-facing applications (49m48s).
• The intersection of Open AI's commercialization and the community-driven development of language models is creating an interesting dynamic, with some researchers potentially feeling that the focus is shifting away from core research and towards commercial products (50m10s).
• The rapid commercialization of AI technology is leading to commoditization, with significant investments being made in the field (51m2s).
• Having a large number of paying users is crucial, with 200 million paying users being an impressive feat, as it is challenging to get people to pay for a service (51m8s).
• The majority of initial queries will likely be handled by established virtual assistants like Siri, Alexa, and Google, which are expected to be free, whereas users may be willing to pay for a service that is integrated into their workflow (51m21s).
• The Enterprise version of a service may cost around $30 per person, and using such a service can become essential for employees, with the cost being a small fraction of the average employee's salary (51m51s).
• A service like ChatGPT may be undervalued, with a price of $360 per year being considered low, especially when compared to other business expenses like the Wall Street Journal, which costs around $400 per year (52m4s).
• Canvas and 01 are not available for free, making a case for paid services, but tech giants like Microsoft and Google may offer similar services for free, bundling them with their existing products (52m45s).
• The lack of a domain name for Google's Gemini service makes it difficult to access, and the multiplayer mode is a desirable feature, especially for collaborative work (53m10s).
• Sharing discussions on a platform can lead to forking, and the ability to publish shared links publicly can lead to a large number of conversations being indexed by Google (53m36s).
• Allowing public sharing of conversations can be a clever way to increase traffic, but it may also raise concerns about scraping and republishing content from other sources like Kora (53m54s).
• There is speculation about a potential deal, with the possibility that a deal may have been made, which could impact businesses. (54m22s)
• The discussion is moving forward to explore more topics, with the intention of continuing to provide information. (54m30s)
• A previous topic is being revisited to ensure that all relevant information is covered, with the option to quickly move forward if it has already been discussed. (54m39s)

Notebook LM's tools (54m41s)

• A feature in Notebook LM can turn written text into a podcast, allowing users to consume information in a different format, such as listening to a 13-minute podcast instead of reading an article from the MIT Sloan Management Review (54m41s).
• This feature can be useful for learning new topics, such as physics, in a more engaging way, and can also be used to create a conversational podcast about a specific subject (55m35s).
• Some users are taking advantage of this feature by writing diary entries or letters about their feelings and conflicts, and then using Notebook LM to create a podcast with two people discussing the issue, providing a third-party perspective (55m53s).
• This feature has potential applications in coaching, therapy, or mediation situations, as it allows users to feel heard and can be a cathartic experience (56m32s).
• The ability of AI to make users feel heard can lower anxiety and help people process their emotions, and if done authentically, can be a valuable tool for mental health (56m56s).
• The feature is not considered gimmicky, but rather a useful tool, and is given a B+ rating, with potential for further development, such as creating a virtual therapist (58m3s).
• A potential application of AI technology is to capture the personality, wisdom, and advice of a loved one, such as a grandparent, by recording their conversations and using AI to create a digital version that can provide guidance and support in the future (58m10s).
• This concept could be especially meaningful for people who want to preserve the wisdom and life experiences of their loved ones, and could be achieved by recording conversations with them and using AI to create a digital model (58m25s).
• The idea of capturing the personality and wisdom of a loved one has personal significance, as it could be a way to preserve the memory and guidance of a family member who is struggling with illness or may not be around for much longer (58m47s).
• To achieve this, it would be possible to conduct an interview series with the loved one, recording their stories and experiences, and then using AI to create a digital model that can provide guidance and support (59m2s).
• The process of creating a digital model of a loved one could be made easier by using AI tools, such as ChatGPT, to generate prompts and questions for the interview series (59m24s).
• The concept of capturing the personality and wisdom of a loved one could also be developed into a business idea, where people could pay to have a digital model created of their loved one (59m38s).
• Meta has recently developed a movie generation model, which has not yet been released for public use (1h0m11s).

Capturing family history with AI and Meta Movie Gen's potential (1h0m13s)

• Meta's video generation model, called Meta Movie Gen, is capable of producing high-fidelity videos that can be edited with text, allowing for personalized videos with soundtracks and sound effects (1h0m14s).
• The model can add or replace elements in a video, such as adding pom-poms or replacing a person with a dinosaur, and can even generate videos based on a picture of a person (1h0m41s).
• Meta Movie Gen is not yet released to the public, but it shows the potential power of AI video generation (1h1m5s).
• Mark Zuckerberg's decision to make Meta's AI models open-source is seen as a strategic move that could pay off massively in the future (1h1m24s).
• Meta AI's chat model, designed for fun, allows users to edit images by giving it a picture and specifying changes, such as making someone bald or giving them a beard (1h2m14s).
• The image editing functionality combines the power of various image editing tools that have been developed in recent years (1h2m31s).
• The chat model can also generate images based on text prompts, allowing for a wide range of creative possibilities (1h2m16s).
• The discussion revolves around the capabilities of AI tools, specifically image and text generation, and how they can be used to create realistic and fun content, such as generating images of people with specific characteristics or creating recipes for craft cocktails (1h3m34s).
• The potential for AI-generated content to blur the lines of reality is mentioned, and the idea of watermarking AI-generated images is proposed as a possible solution (1h3m40s).
• The capabilities of AI-powered image editors are also discussed, with the ability to generate realistic images of people and objects (1h4m0s).
• The conversation shifts to the topic of AI-powered speech recognition, specifically the capabilities of the platform Grock, which can transcribe audio and video content at 250 times real-time speed (1h5m5s).
• The potential applications of Grock's speech recognition technology are discussed, including the ability to transcribe large volumes of content, such as podcasts or video episodes, in a short amount of time (1h5m13s).
• The platform's capabilities are demonstrated by mentioning that it can transcribe over 2,000 episodes of a podcast in just 10 hours (1h5m32s).
• The conversation concludes with a promotion for Grock, encouraging listeners to check out the platform and learn more about its capabilities (1h5m38s).
• The website for Grock is mentioned as grock.com, where people can find out more about the platform and its features (1h5m40s).