Good morning from OWITH.ai: the podcast that gives you only what's important to hear in AI and tech world.The current state of scaling in AI, limitations of large language models (LLMs) in reasoning, and the potential deflation of the AI bubble have been discussed. New evidence confirms that scaling with model and data size is no longer effective, and LLMs struggle with mathematical reasoning. The financial performance of generative AI companies like Nvidia and Meta may indicate a bubble bursting. There are also mentions of Sam Altman's firing from OpenAI and his untrustworthiness, as well as criticisms of the reliance on unreliable LLMs in decision-making. The author, Gary Marcus, maintains that his predictions for 2025 are on track and argues for the development of more reliable AI approaches.Transitioning to the semiconductor industry news, TSMC and Intel are reportedly in talks for a potential historic deal where TSMC would mass produce chips in the U.S. with Intel, involving a significant investment of $165 billion. This partnership has geopolitical and national security implications, as well as implications for the semiconductor industry and trade relations with China. The White House and the U.S. Department of Commerce are pushing for this partnership to bolster Intel's foundry business, but concerns have been raised about potential national security risks. The deal reflects America's urgency to avoid a semiconductor crisis and stabilize its chipmaking capabilities.Moving on to the discussion about critical thinking in AI, an April Fool's joke made by the author, Gary Marcus, about having a sneak preview of GPT-5, a generative AI, was highlighted. Despite the joke being obvious to some, others believed it to be real, emphasizing the issue of AI's inability to critically analyze information. This lack of critical thinking in AI is contrasted with humans' ability to distinguish between reality and fiction.Shifting gears to the impact of tariffs on the venture capital industry, particularly on hardware and semiconductor companies, recent tariffs imposed by President Trump could increase costs for hardware companies, affecting cloud-based services like AI and potentially slowing down innovation. Despite concerns, some venture capitalists see potential opportunities for businesses to become globally competitive and consumers to find bargains.Discussing global tech stocks experiencing a significant decline due to sweeping U.S. import tariffs causing the worst market slide since 2020. The Dow, S&P 500, and Nasdaq all fell, with tech giants like Apple, Amazon, and Nvidia experiencing significant drops. In response to the tariffs, President Trump promised additional tariffs for semiconductors and pharmaceuticals.Exploring further into President Trump's tariffs causing stocks to drop significantly with analysts warning of a risk of economic contraction under the new trade rules. Corporate profits, stock prices, and CEO confidence have been affected by the tariffs which are now the focus of Trump's economic policies over taxes.Lastly, delving into the impact of naming things on our understanding of the world using examples like "vibe coding" and "slop" to illustrate how naming can simplify complex concepts. It discusses how the term "AI" has lost its meaning over time due to constant evolution urging us to embrace the mystery and wonder of the world by letting go of labels.Thank you for tuning in to OWITH.ai. Stay informed about emerging technologies!

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