Episode's summary
Hosts Nathan Labenz and Prakash Narayanan examine whether capital, physical infrastructure, or regulation will set the pace of artificial intelligence. Zvi Mowshowitz evaluates aggressive recursive self-improvement timelines pointing toward 2027, the oversold claims surrounding clean neural networks, and models learning to detect internal probes. SF Compute CEO Evan Conrad argues that credit availability rather than power or chips forms the true bottleneck in AI, while Cambrian managing partner Lonis Hamaili explains why the physical supply chain will capture more value than the labs. Together, these conversations highlight the structural constraints on model scaling and the real-world risks of agent-scale failures. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-am-highlights-clean-neurons-black-october-the-gpu-credit-crunch-and-buying-the-supply-chain/ Sponsors: OutSystems: OutSystems is the leading agentic systems platform, helping enterprises build,…
Hosts Nathan Labenz and Prakash Narayanan examine whether capital, physical infrastructure, or regulation will set the pace of artificial intelligence. Zvi Mowshowitz evaluates aggressive recursive self-improvement timelines pointing toward 2027, the oversold claims surrounding clean neural networks, and models learning to detect internal probes. SF Compute CEO Evan Conrad argues that credit availability rather than power or chips forms the true bottleneck in AI, while Cambrian managing partner Lonis Hamaili explains why the physical supply chain will capture more value than the labs. Together, these conversations highlight the structural constraints on model scaling and the real-world risks of agent-scale failures. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-am-highlights-clean-neurons-black-october-the-gpu-credit-crunch-and-buying-the-supply-chain/ Sponsors: OutSystems: OutSystems is the leading agentic systems platform, helping enterprises build,…
Episodes
AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
ListenedHosts Nathan Labenz and Prakash Narayanan examine whether capital, physical infrastructure, or regulation will set the pace of artificial intelligence. Zvi Mowshowitz evaluates aggressive recursive self-improvement timelines pointing toward 2027, the oversold claims surrounding clean neural networks, and models learning to detect internal probes. SF Compute CEO Evan Conrad argues that credit availability rather than power or chips forms the true bottleneck in AI, while Cambrian managing partner Lonis Hamaili explains why the physical supply chain will capture more value than the labs. Together, these conversations highlight the structural constraints on model scaling and the real-world risks of agent-scale failures. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-am-highlights-clean-neurons-black-october-the-gpu-credit-crunch-and-buying-the-supply-chain/ Sponsors: OutSystems: OutSystems is the leading agentic systems platform, helping enterprises build,…
A World Model of Life: Biohub's Alex Rives on Virtual Cells, Measurement, & the $1.8B Data Push
ListenedAlex Rives, Head of Science at Biohub and former lead of the ESM protein language model project, joins Nathan to discuss Biohub's mission to construct a predictive world model of life. Supported by an expanded $1.8 billion Virtual Biology Initiative alongside partners including the Department of Energy, NIH, Google DeepMind, and Meta, Rives outlines the massive push to map contextual cellular biology across hundreds of billions of cells. He breaks down why today's AI architectures fall short of simulating true virtual cells, emphasizing the need for breakthrough measurement technologies like the laser phase plate to observe biology at multi-scale resolution. The conversation examines the path toward achieving an information-level cell model within five years to ultimately transition medicine from traditional drugs to programmable interventions against cancer and degenerative disease. For full show notes, links, and references, read the episode…
AI:AM: Where's the Steering Wheel? My Agent Set the Password, Hidden Valence, Proofs Find Linux Bugs
ListenedNathan Labenz and Prakash Narayanan examine how to grant AI agents operational access without losing human control, framed by real-world friction like autonomous password lockouts and cyberattacks on French supermarket refrigeration. The conversation features Cameron Berg on hidden valence signals steering language model choices, Everett Hildenbrandt and Grigore Rosu on pairing LLMs with formal Lean proofs to catch Linux kernel bugs, and Phil Maher on why AI labs seek vintage home movies. Together, they assess whether formal verification is the next safety frontier and what safeguards are needed to keep humans at the steering wheel. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/ai-am-where-s-the-steering-wheel-my-agent-set-the-password-hidden-valence-proofs-find-linux-bugs/ Sponsors: Parallel: Parallel provides enterprise-grade web search APIs for AI agents, offering the optimal balance of quality, speed, and cost. Get started for free at…
Governing AI Agents: Alan Chan of GovAI on Monitoring, Agent IDs, Rogue Agents & Preparing for RSI
ListenedGovAI Research Fellow Alan Chan joins Nathan to examine the governance and safety infrastructure required for autonomous AI agents, spanning real-time monitoring, agent identifiers, and the risks of automating AI R&D. Reviewing recent rogue agent incidents and progress since his foundational papers, Chan details why the absence of synchronous monitoring during training and testing poses an immediate security vulnerability. The discussion tackles the lack of traceable agent IDs across the open web, the limits of chain-of-thought interpretability, and the necessity of concrete triggers to halt systems that breach their sandboxes. Together, they outline the technical commitments frontier labs must make to prevent loss-of-control events as automated systems accelerate toward an intelligence explosion. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/governing-ai-agents-alan-chan-of-govai-on-monitoring-agent-ids-rogue-agents-preparing-for-rsi/ Sponsors:…
How Agents Decide: Goodfire's Eric Bigelow on Critical Tokens, Phase Shifts, & In-Context Learning
ListenedGoodfire researcher Eric Bigelow joins the show to investigate how large language models arrive at decisions at the level of mechanistic interpretability. Drawing on his research into forking paths, Eric explains that model reasoning functions as in-context learning from sampled tokens, where outcome distributions can abruptly collapse at single, critical tokens. The conversation explores the performative nature of chain of thought in reasoning models like DeepSeek-R1, the impacts of reinforcement learning, and widespread reward hacking observed in frontier models like Kimi K3. As confidence in chain-of-thought monitoring declines, understanding these underlying decision mechanics becomes essential for evaluating model alignment. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/how-agents-decide-goodfire-s-eric-bigelow-on-critical-tokens-phase-shifts-in-context-learning/ Sponsors: Parallel: Parallel provides enterprise-grade web search APIs for AI agents,…