AI reasoning models

4 statements across 3 episodes · 3 bullish · 1 bearish · 4 people on the record · first statement Feb 5, 2025 by Greg Ulrich · across every show →

Everything said about AI reasoning models, oldest first

Feb 5, 2025 positive
Assertion Not checkable as stated
Ulrich: AI reasoning models increasingly decline to answer when uncertain
“It's not just the accuracy that is improving, but the percentage of time, the significant increase in percentage of time that those models will basically say, I don't know the answer to a question.”
Greg Ulrich Feb 5, 2025 ▶ 27:22 How AI is Powering Payments, with Greg Ulrich of Mastercard
Aug 4, 2025 positive
Opinion
Dwarkesh Patel: AI models hallucinate less and are more reliable than humans
“Do they hallucinate more than the average person? I think, like, no, less. They can hallucinate, meaning, like, getting something wrong, and when they push them on it, they're like, no, you know, whatever, and eventually they'll, like, accede if there's, they'…”
Dwarkesh Patel Aug 4, 2025 ▶ 50:04 Dwarkesh Patel and Noah Smith on AGI and the Economy
Aug 4, 2025 negative
Opinion
Noah Smith: AI reasoning models hallucinate endlessly and gaslight users
“I mean, the reasoning models still go off in these crazy hallucinations that they'll never, like, admit were wrong, and will just, like, gaslight you infinitely on some crap it made up. Like, they'll still, like, just knowing truth from falsehood.”
Noah Smith Aug 4, 2025 ▶ 49:41 Dwarkesh Patel and Noah Smith on AGI and the Economy
Feb 9, 2026 bullish
Assertion Not checkable as stated
George: Legal AI startup Harvey sees user time double
“Users are spending about double the amount in the product as they had before.”
David George Feb 9, 2026 ▶ 16:34 AI Markets: Deep Dive with a16z's David George
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