Jensen Huang's Rogue AI Shield, Zuckerberg's Cloud Play, Tesla Optimus Scale-Up Snags

Akash Pasricha (0:13)

Welcome, everyone, to The Information's TITV. My name is Akash Pasricha. It is Monday, September 28, and it is a busy news morning. Nvidia is out with a new platform to protect against Asian hacks, and Meta has poached the CEO of MongoDB for its new enterprise software push. We're going to get to the implications of both of those announcements shortly. We're also going to dive into exclusive reporting on the current state of Optimus and Tesla's humanoid robot production scale up. We're also going to be talking with our health and science reporter about Ginkgo Bioworks and how the biotech company is hosting an initiative to see if AI can solve some of biology's hardest problems. And we're going to close out the show with a conversation with the CEO of Zapier. It's going to be a great show, so let's get right on into it.

Jensen Huang is taking matters into his own hands. Nvidia released a new product this morning to fight against agents going rogue. Jensen, of course, has been very outspoken on why AI products need to be more secure. And Mark Zuckerberg also made a big move this morning, poaching the CEO of MongoDB for his enterprise push. To break it all down, I want to bring on Gil Luria, Managing Director, Head of Technology Research at DA. Davidson.

Happy Monday to you, Gil.

Gil Luria (1:31)

Happy Monday.

Akash Pasricha (1:33)

What a Monday morning indeed. I want to get to all of the headlines. I want to start with Nvidia. So Jensen has been louder than anyone on this topic that we don't need regulation. We just need more safety. We need more thoughtfulness about products and how they're being released.

Here he is taking matters into his own hands. Walk us through exactly what it was in Nvidia announced this morning.

Gil Luria (1:57)

So Nvidia recognized that Jensen Huang has been solving all the problems in the AI value chain because his perspective is if I can build a whole value chain, the whole market, the whole ecosystem, there'll be a lot more supply that will feed demand and keep the growth of AI. I know by the way that they'll buy my GPUs. And so he solved a lot of problems along the way. This is just the most recent one. He saw that the main concern around AI is around safety. And so he took it head on. He said, hey, I'll give you the safety products and I'll bring everybody to the table so we can implement them together. And he's making a very important point, which is for all the scare that we've getting from the labs, the only thing that AI models do well right now is hack systems. They are incredibly powerful, but the dangerous thing they do is that they can hack into any system. And so if what we need to do is make sure that all our important systems are safe, this is the move to say, let's have a safety framework and let's bring the important people to the table to make sure they're implementing it internally. They're looking at their own code with the most powerful models and implementing the fixes. So when bad actors have their hands on these powerful models, then they'll be more resilient.

There was a need in the market.

Jensen Huang had the wherewithal and resources and position to step in and do something about it.

Akash Pasricha (3:24)

Okay. So now what they've actually released, the Open Agent Safety Platform, it's called, and they also have this Open Shell platform, which I'm not sure if they had that already before. So this is a software that they're hoping enterprises will buy and attach on to their products. This is something that the labs will use. What exactly is this and who's going to buy it?

Gil Luria (3:51)

I would call the product is more of the symbolic part of this.

No one product is going to be able to defend us from these very powerful models. Bad things are going to happen, to be clear. There will be more hacks and some of these hacks will be initiated by malicious actors, not by irresponsible actors. Up until now, all these attacks have just been irresponsible engineers at Anthropic and OpenAI, sending the agents into the free world without any guard rails. When these models actually get into malicious hands, they will be attacking us and they'll be attacking our most vulnerable, most important infrastructure companies and agencies. The product itself is symbolic. What's really important is getting everybody together to make sure that they have an approach to use the most advanced models to harden their own code.