Latest / Connecting the Dots / Connecting the Dots - 6-17-2025
Transcript
- 0:00Today's tech news moves fast, but understanding
- 0:03it shouldn't be hard. That's why Snarful Solutions
- 0:06Group brings you Connecting the Dots, where we
- 0:09break down what's happening in tech and why it
- 0:11matters to you. Now, let's dive in with your
- 0:14hosts. Welcome to Connecting the Dots. I'm Alex.
- 0:18And I'm Morgan. We're part of the team here at
- 0:20SNARFL Solutions Group in Sacramento, California.
- 0:22Thanks for tuning in. Today is Tuesday, June
- 0:2417th, 2025. And if you're here in Sacramento
- 0:27with us, hope you staying cool. It's looking
- 0:28sunny out there. Heading for a high of about
- 0:3193 degrees Fahrenheit today. Definitely warm.
- 0:35Quick look at the markets before we jump in.
- 0:36The Dow Jones closed yesterday at 42 ,394 .79.
- 0:42And the S &P 500 finished the day at 6 ,006 .71.
- 0:47So some movement there. All right. So today we're
- 0:50diving into our internal snarfle tech article
- 0:53report. We've picked out the top three tech stories
- 0:56that caught our eye. Yeah. And our goal, as always,
- 0:58is to break them down, figure out what's really
- 1:00going on, and connect the dots to see how this
- 1:03stuff might actually affect your everyday life.
- 1:04Exactly. Let's get started with the first big
- 1:07one. It's about Adobe. Seems like they're making
- 1:09a pretty significant move in the AI space. specifically
- 1:12on mobile. Right. They've just launched the Adobe
- 1:15Firefly mobile app. It's out now for both iOS
- 1:18and Android devices. Okay, Firefly, that's their
- 1:21generative AI suite, right? Yeah. The stuff like
- 1:23generative fill where you can type to edit images.
- 1:26Precisely. It includes tools like generative
- 1:28fill, generative expand, basically letting you
- 1:31add, remove, or replace things in photos, or
- 1:34even realistically extend the background all
- 1:36just using text prompts. Pretty powerful stuff.
- 1:39And now that's on your phone. Yep. right in your
- 1:41pocket. The app itself is a free download. Adobe's
- 1:45really pushing for convenience here, making those
- 1:47web features available in a mobile -friendly
- 1:50way. So you can tinker with projects or make
- 1:53quick edits wherever you are. Exactly. And importantly,
- 1:56anything you start on the mobile app syncs up
- 1:58with your Adobe Creative Cloud account. Oh, okay.
- 2:01So you could like start an idea on the train
- 2:04and then finish it up later on your desktop.
- 2:06That's the idea. It makes Firefly feel much more
- 2:08integrated with their other mobile tools like
- 2:10Lightroom or Adobe Express. You get that continuity.
- 2:13Makes sense. And it has those key features like
- 2:15generative fill, generative expand. Those are
- 2:18definitely highlights. Plus, you can also generate
- 2:21entirely new images or even short video clips
- 2:24just from text prompts using their latest Firefly
- 2:27AI models. Cookie, but here's where it gets really
- 2:29interesting based on the report. Adobe isn't
- 2:32just using its own AI models in Firefly anymore.
- 2:35No, and this is a big shift. They're still using
- 2:36their own models like Image Model 4 and Ultra,
- 2:39but they're opening up Firefly to host models
- 2:42from other AI companies too. Oh, wow. Like who?
- 2:45Well, some major players. They've partnered with
- 2:48OpenAI, Google bringing in Image in 3 and 4 for
- 2:50images and VO2 and 3 for video. Also Black Forest
- 2:54Labs, Ideogram, Luma AI, Pica, Runway. It's quite
- 2:59a list. There's a lot of different AI engines
- 3:00under one roof. What's the benefit for the user?
- 3:03Flexibility, Manly, you get this huge ecosystem
- 3:06of different AI models to choose from, all within
- 3:08the same Firefly interface. Maybe one model is
- 3:10better for photorealism, another for artistic
- 3:12styles, another for video. So you can pick the
- 3:14right tool for the job. Exactly. Adobe's VP of
- 3:18Generative AI, Alexandra Costin, was quoted saying
- 3:21they want it to be the ultimate one -stop shop
- 3:23for creative experimentation, his words, letting
- 3:26you explore different models, styles, media types,
- 3:30all in one place. That's actually pretty smart,
- 3:32giving creators more options without having to
- 3:34jump between different apps or platforms. Right.
- 3:37And Costin emphasized that adding more partner
- 3:39models gives creators even more flexibility to
- 3:42experiment, iterate, and push their ideas further.
- 3:46And they're still including those content credentials,
- 3:48the metadata saying AI was used. Yep, that's
- 3:51crucial. Regardless of which model you use Adobe's
- 3:54or a partner's war, the output will include that
- 3:57metadata for transparency. Good to know. What
- 3:59about cost? Is the app free? The download is
- 4:01free, yeah, but using the AI features burns through
- 4:04what they call generative credits. They have
- 4:06different membership tiers, free, standard, pro,
- 4:09premium, that give you a certain number of credits
- 4:11each month. So you can try it out for free, but
- 4:14heavy use will require a subscription. Pretty
- 4:16much. The free plan lets you test the waters.
- 4:18Gotcha. The report also mentioned something called
- 4:21Firefly Boards. What's that about? Ah, yes. That's
- 4:24a newer platform more focused on collaborative
- 4:27brainstorming. Think of mood boards or story
- 4:30boards, but AI powered. OK. And now they've added
- 4:33video generation to boards. You can apparently
- 4:36remix video clips or generate new ones using
- 4:39models from Adobe, Google, Luma AI or Pica right
- 4:43within your board. Interesting for ideation.
- 4:45Yeah, and you can also do AI edits on images
- 4:48in the boards using text prompts, tapping into
- 4:50models from Fluxpot One context or OpenAI. Kostin
- 4:54called it like an AI -powered creative jam session.
- 4:57A creative jam session, I like that. Okay, so
- 4:59let's connect the dots here. What does this Adobe
- 5:01News mean for you, the listener? Well, fundamentally
- 5:04it means incredibly powerful AI creative tools
- 5:08are now super accessible right on your phone.
- 5:10Like imagine needing to resize a photo for Instagram
- 5:13quickly. Generative expand could probably do
- 5:15that in seconds or removing that annoying sign
- 5:17from the background of a vacation pic while you're
- 5:19still, you know, on vacation. Exactly. We're
- 5:23just playing around with AI image generation
- 5:24when you have an idea wherever you are. It really
- 5:27simplifies and speeds up creating visuals, whether
- 5:29it's for personal stuff or even small business
- 5:31marketing. It does feel like another step towards
- 5:34making complex tech really easy to use, almost
- 5:37like that Star Trek replicator idea, but for
- 5:39images and videos on your phone. It's getting
- 5:41closer. OK, let's shift gears to our second story.
- 5:45This one's about how we watch TV. Ah, yes. The
- 5:48straining takeover. The report highlights a pretty
- 5:51major milestone from Nielsen data. It is a big
- 5:54one. For the very first time in May 2025, Americans
- 5:58actually spent more time watching streaming platforms
- 6:01than they did watching traditional cable and
- 6:03broadcast TV combined. Combined. Wow. So streaming
- 6:06didn't just be cable. It beat cable plus channels
- 6:09like NBC, CBS, ABC. That's right. Aggregated.
- 6:13We knew this was coming, you know, with everyone
- 6:14cutting the cord, but this is the official confirmation
- 6:17that streaming is now the dominant way people
- 6:19watch TV. It's quite a shift. I remember seeing
- 6:21reports maybe a couple of years ago where streaming
- 6:24passed broadcasts, but not both together. Exactly.
- 6:28The report mentioned July 2022 data for context.
- 6:31Back then, streaming had about 34 .8 % share,
- 6:35just edging out cable at 34 .4 % while broadcast
- 6:38was down at 21 .6%. So in less than three years.
- 6:42It's gone from just beating cable to beating
- 6:44both combined. That's fast. It really is. And
- 6:46the volume is huge. Even back in July 2022, folks
- 6:49were watching, what was it, nearly 191 billion
- 6:52minutes of streamed content every week. Incredible.
- 6:55Now, here's a part of the report I found really
- 6:56interesting. A big driver of this recent surge
- 6:59is older viewers. Yeah, the 65 plus demographic.
- 7:02They are apparently the fastest growing age group
- 7:04for streaming adoption right now, especially
- 7:06free services. Really free services. Their time
- 7:09spent watching YouTube, specifically on a TV
- 7:11screen, jumped 106 % between May 2023 and May
- 7:152025. It's now apparently equal to the time kids
- 7:18under 11 spend watching YouTube on TV. Wow. Okay,
- 7:21that explains why those free ad -supported streaming
- 7:23services, fast channels they call them, are doing
- 7:25so well. Totally. Services like Tubi, Roku Channel,
- 7:29Pluto TV. The report said those three combined
- 7:33accounted for 5 .7 % of all TV time in May 2025.
- 7:38That's more than Disney Plus and Hulu put together.
- 7:41More than Disney Plus and Hulu combined. Yep.
- 7:44And Nielsen's Brian Fuhrer had a quote about
- 7:47why older viewers might like these free platforms.
- 7:50He suggested the ads aren't really jarring for
- 7:52them because, well... They grew up with ads on
- 7:54traditional TV. That makes sense. It's a familiar
- 7:56experience. Right. He even mentioned that a classic
- 7:58show like Gunsmoke regularly pops up on streaming
- 8:01tarts now because that audience is finding it
- 8:03on these free platforms. Meanwhile, traditional
- 8:05cable continues to slide down 39 percent overall
- 8:09in the last four years, the report said. And
- 8:11you have to figure the media companies themselves
- 8:13kind of push this along, right? By putting all
- 8:15their best new shows and movies onto their own
- 8:17streaming platforms instead of their cable channels.
- 8:19Good point. They sort of cannibalized their own
- 8:22cable business to boost streaming. Looking back
- 8:25again at those July 2022 numbers, Netflix and
- 8:28YouTube were leading then. Yeah, Netflix had
- 8:318 % share, YouTube 7 .3%, then Hulu, Prime Video,
- 8:35mostly driven by big original hits like Stranger
- 8:38Things back then. But the report also notes that
- 8:40while streaming is dominant now, the super fast
- 8:43growth might be slowing down a bit. It mentions
- 8:45things like Netflix losing subscribers back in
- 8:482022, changes at HBO Max, Disney lowering forecasts.
- 8:53Right. The market is definitely maturing. It's
- 8:55not the Wild West it was a few years ago. There's
- 8:57consolidation, strategy shifts. It's evolving.
- 9:01So connecting this one to the listener, what's
- 9:03the takeaway for you? Well, your own TV habits
- 9:06are clearly part of this huge trend. Whether
- 9:09you've cut the cord entirely, or you juggle multiple
- 9:11subscriptions, or maybe you lean on those free
- 9:13services, you're living this shift. And it impacts
- 9:17what gets made, right? More shows designed for
- 9:19binge watching, different kinds of stories maybe,
- 9:22and it definitely highlights the appeal of free
- 9:24options as those subscription bills stack up.
- 9:27Absolutely. You've got more choice than ever,
- 9:28which is great, but navigating it all can be
- 9:31a bit overwhelming sometimes. Bottom line is
- 9:33streaming isn't just part of the TV landscape
- 9:35anymore. It is the landscape. OK, on to our third
- 9:38story. This one takes us into the nitty gritty
- 9:41of AI models themselves. A new player from China.
- 9:46Yeah, a startup called Minimax. They've released
- 9:48a new large language model called Minimax M1,
- 9:51and it's causing a bit of a stir. Why is that?
- 9:54What's special about M1? A few things. First,
- 9:57it's designed specifically for complex productivity
- 10:00tasks. Second, and this is key, it's open source.
- 10:03Open source meaning? Meaning they've released
- 10:05the model's code and weights essentially under
- 10:07a permissive license, Apache 2 .0 in this case.
- 10:11So developers and companies anywhere can download
- 10:13it, use it, modify it. build products on top
- 10:16of it, even commercially, without paying MiniMax.
- 10:18It's out there on places like Hugging Face and
- 10:21GitHub. OK, that's significant. What else stands
- 10:23out? It's context window. The report says M1
- 10:25supports a 1 million token input context window.
- 10:291 million tokens. Can you remind us what that
- 10:31means in simple terms? Sure. Tokens are like
- 10:33the basic units of text, the AI processes, words,
- 10:36parts of words, punctuation. The context window
- 10:39is how much information the AI can hold in its
- 10:42head at one time to understand the request and
- 10:44generate a response. So a bigger window means
- 10:46it can handle much longer documents or conversations.
- 10:50Exactly. One million tokens is massive. For comparison,
- 10:55OpenAI's powerful GPT -4 .0 model handles 128
- 10:58,000 tokens. A million tokens. That's like feeding
- 11:02in a whole collection of books worth of information
- 11:04at once. It's huge for tasks like summarizing
- 11:07very long reports or maintaining context in a
- 11:09really extended interaction. Okay, wow. But here's
- 11:12the kicker, according to the report. The cost
- 11:15to train this supposedly powerful model. Yeah,
- 11:17this is the really eye -popping part. Minimax
- 11:19claims they trained M1 for only around $534 ,700.
- 11:24$534 ,000? That sounds incredibly low. How does
- 11:26that compare? Well, estimates for other big models
- 11:28are way higher. DeepSeek R1 was reportedly $5
- 11:31to $6 million. And models like GPT -4 are estimated
- 11:34to cost well over $100 million to train. So yeah,
- 11:37half a million is astonishingly cheap if the
- 11:39performance holds up. How do they manage that?
- 11:41They say it's down to a new, super -efficient
- 11:43training technique they developed called the
- 11:46CISPO algorithm, plus using a type of model architecture
- 11:50called a mixture of experts or MOE. MOE. That's
- 11:54where it uses smaller specialized parts instead
- 11:56of one giant network. Basically, yeah. It can
- 11:58make training and running the model much more
- 12:00efficient, especially for large models. They
- 12:02also claim M1 is efficient to run, using only
- 12:05about 25 % of the computing power of DeepSeq
- 12:08R1 for long outputs. And are they claiming it
- 12:10performs well? They are. They state M1 outperforms
- 12:14another model, DeepSeq R10528, and also all comparable
- 12:17Chinese close source models on complex productivity
- 12:20tasks. They've put out benchmark scores showing
- 12:23strong results in reasoning, coding, and handling
- 12:26that long context information. And it has other
- 12:29features too, like using tools. Yes, it has function
- 12:32calling abilities, so it can use external tools
- 12:34or APIs, and the package includes a chatbot API
- 12:37with built -in web search, image and video generation,
- 12:39even text -to -speech and voice cloning capabilities.
- 12:42Okay, so this M1 model seems like a big deal
- 12:45technically. But again, why should the average
- 12:48person you listening right now, care about some
- 12:51open source AI model from China? Because models
- 12:54like this, powerful, efficient, and open, are
- 12:57the engines that will power the AI tools you
- 12:59actually use in the future. So better AI assistance
- 13:02on your phone, smarter features in your productivity
- 13:05apps, that kind of thing. Potentially, yes. Because
- 13:08it's open source and claims to be cheap to run,
- 13:11companies might be able to integrate more advanced
- 13:13AI capabilities into their products more easily
- 13:16and affordably. Imagine an AI that could reliably
- 13:19read and understand that massive PDF report your
- 13:22boss sent you, or help you analyze a huge spreadsheet
- 13:25just by talking to it. That long context window
- 13:28makes things like that more feasible. Right,
- 13:30and this release just highlights how fast the
- 13:33AI field is moving and that innovation is coming
- 13:35from everywhere globally. Cheaper, more accessible,
- 13:38powerful AI could ultimately lead to better AI
- 13:41experiences for everyone. And for businesses,
- 13:43the report touches on lower costs, handling big
- 13:46data, customizing Lots of potential benefits
- 13:48there, too. Definitely. It raises interesting
- 13:50questions about competition and who leads AI
- 13:53development moving forward. Okay, let's quickly
- 13:55recap the three big stories we connect to the
- 13:57dots on today. First, Adobe is putting serious
- 14:00AI creative power, including partner models,
- 14:02onto your phone with the Firefly app, making
- 14:04content creation easier and more accessible on
- 14:07the go. Second, it's official. Streaming is now
- 14:10the number one way Americans watch TV, beating
- 14:13cable and broadcast combined with older viewers
- 14:15and free ad -supported services playing a surprisingly
- 14:18large role in that shift. And third, Chinese
- 14:22startup Minimax dropped a potentially groundbreaking
- 14:25open source AI model, M1, that boasts a massive
- 14:29context window and claims incredibly low training
- 14:31costs, signaling accelerating efficiency and
- 14:34global competition in AI development. So here's
- 14:36a thought to chew on as we wrap up. What happens
- 14:39when all these trends really start to merge?
- 14:41Yeah, think about it. You've got AI models getting
- 14:43cheaper, more powerful, more open. capable of
- 14:46understanding vast amounts of info. At the same
- 14:49time, sophisticated AI creative tools are landing
- 14:52directly in everyone's pocket via their phones.
- 14:54And all this is happening while our media consumption
- 14:57shifts almost entirely online, dominated by streaming.
- 15:01How might AI start to shape not just the content
- 15:04we create, but also how we experience entertainment,
- 15:07how we find information, maybe even how our brains
- 15:10process this increasingly digital AI -infused
- 15:14world? Definitely something to ponder as technology
- 15:16keeps connecting those dots for us. That's all
- 15:19the time we have for today. We are here to help
- 15:20here at Snarful, so reach out on our website
- 15:22if you have any more questions. That's a wrap
- 15:28on today's top stories. Remember, tech doesn't
- 15:30have to be complicated and we're here to help
- 15:33connect the dots. If you've got questions or
- 15:36want to learn more, visit us at snarful .com.
- 15:39Thanks for listening and we'll catch you next
- 15:41time.