AI model

also referred to as: ai models

116 statements across 64 episodes · 41 bullish · 37 bearish · 48 people on the record · first statement Nov 23, 2023 by Alex Kantrowitz · across every show →

Everything said about AI model, oldest first

Nov 23, 2023 positive
Assertion Partly supported
Mayo Clinic runs eleven AI models but is still hiring radiologists
“Mayo Clinic has 11 AI models functioning in the clinic, and they're still looking to hire radiologists.”
Alex Kantrowitz Nov 23, 2023 ▶ 23:31 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Nov 23, 2023 bullish
Prediction Not checkable as stated
Kantrowitz predicts Amazon will temporarily lead the AI arms race
“My perspective here is that Amazon will now become the everything store for AI models, and that is going to put it in the lead of the arms race. Does that mean it's going to win the AI arms race? I don't think so. We don't know yet, but is there going to be a …”
Alex Kantrowitz Nov 23, 2023 ▶ 8:26 AI Keynote: Six Bold Predictions About The Future Of Artificial Intelligence
Dec 13, 2023 bearish
Prediction Not checkable as stated
AI models will have persuasive ability to affect 2024 elections
“One of those, I mean, there'll be many that we'll have to mitigate, but one of those is gonna be around the persuasive ability of these models, and the ability for them to affect elections next year.”
Sam Altman Dec 13, 2023 ▶ 8:19 OpenAI CEO Sam Altman: As We Get Closer to Superintelligence, Everyone Gets More Stressed & Anxious
Jan 24, 2024 bullish
Insight
Pineau: Halting open-source AI now prevents developing vital model safety practices
“My worry about closing the doors down now is that the models are only getting better. And so if we don't release them now, we really miss an opportunity to develop the muscle we need to make these models safer. And I don't think today's model are the ones that…”
Joelle Pineau Jan 24, 2024 ▶ 24:50 Why Meta Wants To Build Artificial General Intelligence — With Joelle Pineau, VP of Meta AI Research
Mar 20, 2024 neutral
Insight
Doshi: True AI reasoning can only be tested out-of-distribution
“One way that you could maybe litmus test reasoning is if you gave the model something truly out of distribution, right? Like an example of something that's truly out of distribution that humans face was COVID, a pandemic that it had not yet seen before. And th…”
Suhail Doshi Mar 20, 2024 ▶ 9:50 Predicting AI’s Next Advances — With Suhail Doshi
Mar 20, 2024 neutral
Opinion
Doshi: Debate over whether AI truly understands physics is practically irrelevant
“I take the argument that it doesn't, I just like, I don't think it matters. Like at the end of the day, we are making these models could do it or could not, but either way, what matters is what utility it brings to humanity.”
Suhail Doshi Mar 20, 2024 ▶ 40:48 Predicting AI’s Next Advances — With Suhail Doshi
Apr 15, 2024 negative
Opinion
Mayer: AI-generated web content threatens the future quality of training data
“I do think that one of the concerns I have about the web in the long run is with machine generated content. I'm not confident that the web improves. Maybe it stays the same. Maybe it declines slightly, but for a lot of these technologies, we need the web and w…”
Marissa Mayer Apr 15, 2024 ▶ 45:08 Why Marissa Mayer Is Betting Big On Consumer Tech
May 1, 2024 neutral
Prediction Not checkable as stated
AWS's Sivasubramanian: No Single AI Model Will Rule the World
“And that's why I keep saying no one model and will rule the world in the future.”
Swami Sivasubramanian May 1, 2024 ▶ 18:18 AWS VP of AI and Data Swami Sivasubramanian — GenAI's Growth Potential
May 9, 2024
Assertion Supported
Clark: Frontier AI training costs jumped from thousands to hundreds of millions
“It costs, you know, tens of millions, maybe hundreds of millions of dollars to train these things now. Back in 2019, it cost tens of thousands of dollars.”
Jack Clark May 9, 2024 ▶ 2:16 Anthropic's Co-Founder on AI Agents, General Intelligence, and Sentience — With Jack Clark
May 15, 2024 positive
Insight
AI models are fundamentally much more interpretable than the human brain
“Fundamentally, it's a bunch of parameters, right? So it's much more interpretable than a human brain or something.”
Dwarkesh Patel May 15, 2024 ▶ 53:55 AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
May 15, 2024 negative
Opinion
Standard AI benchmarks like MMLU are becoming saturated and inadequate
“I mean, like, people will come out and say, here's what we got on MMLU and so on, but they're getting saturated, and they're not, often not that great to begin with, so I, I'm more eager to see what it feels like to talk to one of these things than learn what …”
Dwarkesh Patel May 15, 2024 ▶ 5:06 AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
May 15, 2024 bearish
Prediction Not checkable as stated
Frontier AI scaling will hit a 'data wall' before GPT-5
“And I think the main thing we're going to learn is between 4.5 and five level models, we're going to hit What's known as the data wall, which is to say that as you make these models bigger, you need more and more data to keep training them. And we're running o…”
Dwarkesh Patel May 15, 2024 ▶ 2:42 AI Scaling, Alignment, and the Path to Superintelligence — With Dwarkesh Patel
May 22, 2024 bullish
Prediction Not checkable as stated
Levie: More compute will inevitably fix current imperfections in AI technology
“Maybe it doesn't work perfectly right now, but it's like, there's nothing that is, is stopping it from working perfectly in a world of more compute, And just more breakthroughs on, on, on the on the models themselves, and that is kind of where we're at right n…”
Aaron Levie May 22, 2024 ▶ 30:24 Box CEO Aaron Levie — What Cheaper, Faster, and Smarter AI Gets Us
Jul 10, 2024 neutral
Opinion
AWS's Matt Wood: Web-trained AI models have a six-month shelf life
“Today it looks like models have a shelf life of probably about six months if you're training on kind of open, open web data”
Matt Wood Jul 10, 2024 ▶ 35:40 Amazon's Longterm AI Vision — With AWS VP Matt Wood
Jul 24, 2024 bullish
Prediction Held up
Future AI models will fix code vulnerabilities across multiple files simultaneously
“And as you have more powerful models, you can do that in across multiple files, basically solving the issue, not just in one place, but in multiple places.”
Thomas Domke Jul 24, 2024 ▶ 18:06 GitHub CEO Thomas Domke -- The One-Person, Billion-Dollar Startup
Oct 30, 2024 bearish
Insight
Gomez: AI Self-Improvement Plateaus and Won't Cause Intelligence Explosion
“Not happening. It's not happening. It improves for, it can self-improve for a while, and then it tapers off. And so, yeah, you get some good improvement out of it, which is why we use it, but then it plateaus. It doesn't just keep going forever.”
Aidan Gomez Oct 30, 2024 ▶ 24:46 The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
Oct 30, 2024 bullish
Prediction Not checkable as stated
Gomez: Next-Gen AI Models Will Break Far Less Frequently
“I expect them to be far more robust, reliable and I expect that they'll just be more capable. There's lots of things today that models break in unsupp, in surprising ways, and I think that's going to start to become rarer and rarer. We're going to be able to p…”
Aidan Gomez Oct 30, 2024 ▶ 4:54 The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
Oct 30, 2024 negative
Opinion
Gomez: Massive AI Models Are Useless If Too Expensive To Deploy
“My personal perspective is that, you know, building a massive model, it's not actually useful for the world if it's too big to be consumed, if it's too expensive to actually deploy.”
Aidan Gomez Oct 30, 2024 ▶ 10:44 The Next Gen AI Models: Reliable, Consistent, Trustworthy — With Cohere CEO Aidan Gomez
Nov 15, 2024 bullish
Prediction Not checkable as stated
Roy: Smaller, domain-specific AI models will outperform massive general foundation models
“And I think in the coming months and years, we're going to start to see some awkward headlines around size matters because smaller will be better in terms of actual models being used.”
Ranjan Roy Nov 15, 2024 ▶ 15:51 Is Generative AI Plateauing?, Booming Bluesky, Apple’s Smart Glasses Play
Dec 5, 2024 negative
Opinion
Garman: Expecting one dominant AI model is a fundamentally flawed premise
“And this is where a lot of people started, and I just think it's fundamentally the wrong way of thinking about it. Which is a lot of times people are thinking about there's just going to be this one model and I want to have the one model that's going to be the…”
Matt Garman Dec 5, 2024 ▶ 4:40 AWS CEO Matt Garman on Amazon's Big AI Chips Bet, Working With OpenAI, and Nuclear Energy
Dec 11, 2024 bullish
Prediction Held up
Wang: AI will eventually formulate hypotheses, run tests, and conduct research autonomously
“Eventually It'll be able to start making its own hypotheses, running those tests on its own, and sort of ultimately making its own sort of discoveries or realizations or sort of conduct its own research.”
Alexandr Wang Dec 11, 2024 ▶ 47:39 AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
Dec 11, 2024 negative
Insight
Wang: Dynamic single-model reasoning is superior to rigid multi-agent pipelines
“It's a very sort of regimented way to try to enable the systems to do multi-step reasoning. Cause ideally what you want the model to do is to just like how a human does, be able to sort of go through and figure out what are the bits of pieces it needs to know …”
Alexandr Wang Dec 11, 2024 ▶ 49:36 AI Predictions for 2025: Geopolitics, Agents, and Data Scaling — With Alexandr Wang
Jan 23, 2025
Assertion Not checkable as stated
DeepMind researchers observed AI models resisting revealing their training data
“Well, look, we, we've seen similar types of things where it's trying to resist sort of revealing its, some of its training.”
Demis Hassabis Jan 23, 2025 ▶ 27:50 Google DeepMind CEO Demis Hassabis: The Path To AGI, Deceptive AIs, Building a Virtual Cell
Jan 27, 2025
Insight
Siegler: Embedding all world knowledge in every AI model is overkill
“Like, do you need all of the world's knowledge, you know, in every single model for every single use case? Of course not. Like that's going to be overkill for almost everything that you're going to do.”
M.G. Siegler Jan 27, 2025 ▶ 14:46 How DeepSeek Changes AI Research & Silicon Valley w/ M.G. Siegler
Mar 26, 2025 positive
Assertion Not checkable as stated
Eggemeier: Zendesk trains models on database of 18B customer interactions
“We actually have eighteen billion interactions that are that are anonymized in a database with people rating customer interactions, a positive or negative, real simple, thumbs up, thumbs down. And we do a lot of post training on our models, the basic models af…”
Tom Eggemeier Mar 26, 2025 ▶ 7:14 Zendesk CEO: AI Customer Service Agents Are Ready For Primetime
Mar 28, 2025 negative
Prediction Not checkable as stated
Hendrycks: Consensus on Expert-Level AI Bio Capabilities Coming Within Months
“So, I think in bio, actually, the I would not be surprised if in a few months there's a consensus that there expert level in many relevant ways in that we need to be doing something about that.”
Dan Hendrycks Mar 28, 2025 ▶ 12:06 AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
Mar 28, 2025 neutral
Assertion Supported
Hendrycks: Top AI models score only 10% to 20% on Humanity's Last Exam
“They're in the ballpark of, like, 10 to 20% overall. They're the very best models.”
Dan Hendrycks Mar 28, 2025 ▶ 22:04 AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
Mar 28, 2025 negative
Assertion Not checkable as stated
Hendrycks: AI Has Brainstormed Ways to Make Viruses More Dangerous for Over a Year
“Them doing brainstorming to come up with ways to make viruses more dangerous, I think that's a capability that they've had for over a year, the brainstorming part, but the implementation part seems to be fairly different.”
Dan Hendrycks Mar 28, 2025 ▶ 11:54 AI's Rising Risks: Hacking, Virology, Loss of Control — With Dan Hendrycks
Mar 29, 2025 neutral
Insight
Kantrowitz: Model commoditization turns AI into a hits-driven consumer business
“And when models commoditize, what you really need is hits. You're in the hits business. And I think open AI knows this better than everyone else.”
Alex Kantrowitz Mar 29, 2025 ▶ 12:25 OpenAI’s Ghibli Moment, CoreWeave's IPO Letdown, End of Silicon Valley’s Monopoly?
Apr 23, 2025 neutral
Opinion
Patel: Most AI models lean left due to Bay Area origins
“Most AI models are made in the Bay Area, so they tend to just be left leaning, right? But also the internet in general is a little bit left leaning because it skews younger than older.”
Dylan Patel Apr 23, 2025 ▶ 19:44 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Apr 23, 2025
Insight
Patel: Building cheaper AI requires massive frontier models for synthetic data
“You can't actually make that cheaper model without making the better model, bigger model. So you can generate data to help you make the cheaper model, right?”
Dylan Patel Apr 23, 2025 ▶ 33:21 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Apr 23, 2025
Insight
Patel: AI models ingest dangerous data during pre-training for world knowledge
“So you don't want to just filter out everything so that the model doesn't know anything about it but at the same time, you don't want it to output, you know, how to build a bomb so there's like a fine balance here, and that's why pre-training is defined as pre…”
Dylan Patel Apr 23, 2025 ▶ 12:57 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
Apr 23, 2025
Insight
Patel: Human labeling is unscalable, forcing reliance on synthetic AI data
“Using humans to train models is just so expensive, right? So then there's the magic of sort of reinforcement learning and other synthetic data technologies, right? Where the model is helping teach the model, right? So you have many models in, in, in a sort of,…”
Dylan Patel Apr 23, 2025 ▶ 18:14 Generative AI 101: Tokens, Pre-training, Fine-tuning, Reasoning — With SemiAnalysis CEO Dylan Patel
May 19, 2025 bearish
Prediction Not checkable as stated
AI models cannot solve arbitrary, messy data without domain-specific training
“The idea that all there's going to be models so smart that they will and capable that they can take any kind of input, no matter how disjointed or context specific they are, let's call it. I think like that to me, it's just not going to happen or it, maybe it …”
Ranjan Roy May 19, 2025 ▶ 37:54 Is ChatGPT The Last Website?, Grok’s System Prompt, Meta’s llama Fiasco
May 24, 2025 positive
Insight
DeepMind CTO: A 10% gain in mathematical reasoning vastly expands AI applicability
“So when we say by improving 10%, if we can improve 10% by its understanding in math, right, understanding of really highly complex reasoning problems, I think that is a huge improvement because then that actually expands the general knowledge that, that would …”
Koray Kavukcuoglu May 24, 2025 ▶ 19:47 Google DeepMind CTO: Advancing AI Frontier, New Reasoning Methods, Video Generation’s Potential
May 24, 2025 bullish
Opinion
DeepMind CTO denies AI slowdown, says progress across the field remains stellar
“Rather than thinking about scaling only in one dimension, there's actually many different ways to think about it, and investing in those, and we can see the returns that I think across the field, really, not just not just here at Google, but across the field, …”
Koray Kavukcuoglu May 24, 2025 ▶ 7:56 Google DeepMind CTO: Advancing AI Frontier, New Reasoning Methods, Video Generation’s Potential
Jun 3, 2025 positive
Prediction Not checkable as stated
Roy: There will be more breakthroughs like DeepSeek in AI
“There will be more deep seeks. And I think I feel very confident in saying that.”
Ranjan Roy Jun 3, 2025 ▶ 25:22 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 3, 2025 negative
Prediction Not checkable as stated
Roy: A single dominant AI model will not eliminate 20-50% of jobs
“I believe that the one model to rule them all, one giant model is going to wipe out 20% or 50% of white collar jobs. Like, I just don't see that happening.”
Ranjan Roy Jun 3, 2025 ▶ 25:50 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 3, 2025 bearish
Prediction Not checkable as stated
Roy: Increased competition will commoditize the AI model layer
“I still believe that overall increased competition will see a commoditization at the model layer.”
Ranjan Roy Jun 3, 2025 ▶ 25:41 Mass AI-Driven Unemployment, NVIDIA Surges, CEOs' AI Avatars Unleashed
Jun 18, 2025 negative
Insight
Dwarkesh: AI adoption is bottlenecked by model capabilities, not token cost
“The reason they're not being more widely used is not because people cannot afford a couple bucks for a million tokens. The reason they're not being more widely used is just like, they fundamentally lack some capabilities. So I disagree with this focus on the c…”
Dwarkesh Patel Jun 18, 2025 ▶ 50:27 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025 bearish
Opinion
Patel: Prompting alone cannot teach AI models complex capabilities
“I don't think prompting alone is that powerful a mechanism of teaching models, these capabilities.”
Dwarkesh Patel Jun 18, 2025 ▶ 6:45 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025
Insight
Patel: Training AI on math will not yield diplomatic acumen
“I just don't think you're going to train the AI so much on math that is going to learn how to do Henry Kissinger level diplomacy. I do think skills are somewhat more self-contained.”
Dwarkesh Patel Jun 18, 2025 ▶ 17:07 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025 bearish
Insight
Patel: Delayed Reward Signals Will Slow AI Progress on Long-Horizon Tasks
“Now if we're getting to the world where you got to like do a project for seven hours and then at the end of those seven hours, then we tell you, Hey, did you did you get this right? Then like the progress just goes on a bunch. Cause you've gone from like getti…”
Dwarkesh Patel Jun 18, 2025 ▶ 20:41 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025 bearish
Prediction Not checkable as stated
Patel: AI deception could worsen as training tasks become less understandable
“The problem might get worse over time as We're trading these models on tasks we understand less and less well.”
Dwarkesh Patel Jun 18, 2025 ▶ 53:39 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025 positive
Insight
Patel: Multi-instance continual learning could create superintelligence without recursive coding
“Once continual learning is solved, you might have something that looks like a broadly deployed intelligence explosion, which is to say, That because if these models are broadly deployed to the economy, every copy that's like this copy is learning how to do plu…”
Dwarkesh Patel Jun 18, 2025 ▶ 18:16 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 18, 2025 bearish
Prediction Not checkable as stated
Patel: Online continual learning is not imminent for current AI architectures
“And the reason I don't think that's around the corner is just because there's not, there's no obvious way, at least as far as I can tell, to just slot in this online learning into the models as they exist right now.”
Dwarkesh Patel Jun 18, 2025 ▶ 8:11 Dwarkesh Patel: AI Continuous Improvement, Intelligence Explosion, Memory, Frontier Lab Competition
Jun 30, 2025 neutral
Insight
Albergotti: OpenAI's core product will be interfaces, not models
“The ultimately the models are not even really gonna be their core product, right? It's gonna be the, it's gonna be all the stuff built around it, the interfaces and the stickiness of the product. So really, Inference becomes this huge cost for them.”
Reed Albergotti Jun 30, 2025 ▶ 45:54 The Web’s ‘Existential’ AI Threat, OpenAI’s Microsoft Office Competitor, Tesla Robotaxi Launch
Jul 4, 2025 positive
Prediction Not checkable as stated
Suleyman: As AI models commoditize, value shifts to the orchestration layer
“I think that as the AI models get commoditized you know, really all the value will be added in that final layer of orchestration, product integration, and that's what we're seeing with this diagnostic orchestrator.”
Mustafa Suleyman Jul 4, 2025 ▶ 5:08 Microsoft AI CEO Mustafa Suleyman: Our AI Doctor Outperforms Human Diagnosticians
Jul 7, 2025 bearish
Opinion
Kantrowitz: The industry is nowhere close to self-recursively improving AI
“But they're, we're, we are nowhere close. I don't think to what is it recursively or self-recursive improving AI models?”
Alex Kantrowitz Jul 7, 2025 ▶ 19:49 $100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
Jul 7, 2025 bullish
Prediction Not checkable as stated
Roy: Tool Calling Will Be the Next Model Improvement Battleground
“Tool calling is going to become, like, one of the big next battlegrounds in terms of model improvement”
Ranjan Roy Jul 7, 2025 ▶ 41:47 $100 Million AI Engineers, Vending Machine Claude, Legend Of Soham
Jul 14, 2025 neutral
Insight
Levie: Grok's rogue outputs are not a fundamental meta-story about AI
“I thought it was obviously a ridiculous You know, ridiculously bad situation deeply, obviously, you know, offensive and dangerous, but also not really that much of a meta story about AI simply because you can get these models to do anything you want.”
Aaron Levie Jul 14, 2025 ▶ 24:33 OpenAI’s Windsurf Crash, Grok’s Wild Week, Replace Tim Cook? — With Aaron Levie
Jul 23, 2025 neutral
Assertion Not checkable as stated
Sergey Brin believes future AI progress will be primarily algorithmic
“Just to go back to a conversation that I had a couple of weeks ago, or now month plus with Sergey Brin, where he said he thinks that the improvement is going to largely be algorithmic. Of these models, meaning not by adding more GPUs and data by like actually …”
Alex Kantrowitz Jul 23, 2025 ▶ 1:04:29 Are AI's Economics Unsustainable? — With Ed Zitron
Jul 30, 2025 positive
Assertion Not checkable as stated
Amodei: Inference Unit Economics for AI Models Is Already Fairly Profitable
“There's the cost of running, there's the cost of running the model, right? So, so for every dollar the model makes, it costs a certain amount. That is actually already fairly profitable.”
Dario Amodei Jul 30, 2025 ▶ 33:41 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Jul 30, 2025 neutral
Prediction Not checkable as stated
Amodei: 20-25% chance AI model progress halts within two years
“You know, I think there's maybe I don't know, 20 or 25% chance that sometime in the next two years, the models just start getting, stop getting better for reasons we don't understand, or maybe reasons we do understand, like, you know, data or compute availabil…”
Dario Amodei Jul 30, 2025 ▶ 4:43 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Jul 30, 2025 bullish
Prediction Not checkable as stated
Amodei: AI lag on subjective tasks is a temporary obstacle
“We've seen more progress on say math and code where, where the models are, you know, getting pretty close to like a high professional Level and less on more subjective tasks. But I think that is very much a temporary obstacle.”
Dario Amodei Jul 30, 2025 ▶ 7:27 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Jul 30, 2025 bullish
Assertion Not checkable as stated
Amodei: AI context windows can reach 100 million words today
“And from a, from an, from a machine learning perspective, from an AI perspective, there's no reason we can't make the context length a hundred million words today, right? Which is roughly what a human hears in their lifetime.”
Dario Amodei Jul 30, 2025 ▶ 13:45 Anthropic CEO Dario Amodei: AI's Potential, OpenAI Rivalry, GenAI Business, Doomerism
Aug 8, 2025 neutral
Insight
Lightcap: Smarter AI models require more complex product engineering to operationalize
“As the models get smarter, they almost demand more from a product building perspective in terms of how you actually plug them into the system. I always kind of roughly analogize it to like, you could have a really, really smart intern. And you know, At the end…”
Brad Lightcap Aug 8, 2025 ▶ 11:06 OpenAI COO Brad Lightcap: GPT-5's Capabilities, Why It Matters, and Where AI Goes Next
Aug 11, 2025 bearish
Prediction Not checkable as stated
AI Coding Tools Will Only Marginally Speed Up Next-Gen Model Development
“I don't think it's going to have anything more than you know you know, marginal improvement on, on speed to the next model.”
Amjad Masad Aug 11, 2025 ▶ 52:46 Vibe Coding: Everything You Need To Know — With Amjad Masad
Sep 29, 2025 neutral
Prediction Not checkable as stated
Kantrowitz: AI models with memory will deliver the most personalized ads
“This is an advertising play. There is no doubt in my mind that as you, as these models learn more about you, and memory is a big thing, they will provide, and we've talked about this in the past, the world's most personalized ads.”
Alex Kantrowitz Sep 29, 2025 ▶ 42:03 OpenAI’s & NVIDIA's $100 Billion Marriage, Meta’s Sloppy Vibes, TikTok Deal Arrives?
Oct 20, 2025 negative
Assertion Supported
Roy: AI Models Are 50% More Sycophantic Than Humans, Study Finds
“He cites this new research that showed across 11 state-of-the-art AI models, we find that models are highly sycophantic, They affirm users actions, 50% more than humans do, and they do so even in cases where user queries mention manipulation, deception, or oth…”
Ranjan Roy Oct 20, 2025 ▶ 38:07 Erotic ChatGPT, Zuck’s Apple Assault, AI’s Sameness Problem
Oct 21, 2025
Assertion Supported
Migoya: Globant platform integrates about 140 AI models
“Today we counted about 140 different models plus versions of the model that are integrated into our platforms.”
Martin Migoya Oct 21, 2025 ▶ 6:14 How Enterprises Actually Get ROI From AI — With Globant CEO Martin Migoya
Nov 5, 2025 bearish
Opinion
Sansbury suggests base AI models are hitting an asymptotic performance plateau.
“Models are getting better, but maybe they're approaching this kind of asymptotic barrier where are thirteen billion parameters really that much better than twelve billion parameters, right? Maybe nine is good. Maybe five. We, someone mathematically has done th…”
Charles Sansbury Nov 5, 2025 ▶ 24:57 Why Getting Data Right Could Be The Key To Effective AI Projects — With Charles Sansbury
Nov 12, 2025 positive
Assertion Not checkable as stated
Suleyman: AI Training Is Not Data-Constrained Due To Synthetic Data
“We are not data constrained right now, we're generating vast amounts of high quality synthetic data, which is proving to be useful.”
Mustafa Suleyman Nov 12, 2025 ▶ 8:53 Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Nov 12, 2025 neutral
Insight
Suleyman: Apparent AI Deception Is Just Accidental Reward Hacking
“We're already seeing examples of what some people are calling deception, but it's really just like kind of reward hacking. Hacking kind of implies too much intentionality. So it's just, it's an accidental Exploit is found a path, like, you know, to satisfying …”
Mustafa Suleyman Nov 12, 2025 ▶ 22:43 Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Nov 12, 2025 neutral
Assertion Contradicted
Suleyman: AI token costs dropped 1,000x in two years
“The cost per token has come down a thousand X in the last two years.”
Mustafa Suleyman Nov 12, 2025 ▶ 30:07 Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Nov 12, 2025 bullish
Prediction Open · timeframe Nov 2030
Suleyman: AI task horizons will soon reach hundreds of thousands of steps
“And the other one is the sort of length of a task horizon that can be predicted. So at the moment it's like a few steps, but soon it will be tens of thousands, hundreds of thousands of steps accurately. And that will mean that a model can like use APIs or quer…”
Mustafa Suleyman Nov 12, 2025 ▶ 11:46 Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Nov 12, 2025 bullish
Prediction Not checkable as stated
Suleyman: AI models will differentiate on personality rather than capabilities
“We are right at the very beginning of the emergence of these very differentiated personalities, because all these models are going to have great expertise. They're gonna have great capabilities, and they'll be able to take similar actions like you've, we've ju…”
Mustafa Suleyman Nov 12, 2025 ▶ 34:36 Could LLMs Be The Route To Superintelligence? — With Mustafa Suleyman
Dec 3, 2025 negative
Assertion Supported
Hubinger: Models trained to cheat spontaneously developed goals to end humanity
“And what we saw is that when models learn to cheat in training, when they learn to cheat on programming tests, that also causes them to be misaligned to the point of having goals, you know, where they say they want to end humanity. They want to murder the huma…”
Evan Hubinger Dec 3, 2025 ▶ 27:45 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025
Insight
Hubinger: Evaluators cannot determine why an AI model chooses to comply
“But the problem with this is that when we look at the model and we evaluate, you know, whether it's doing the thing that we want, what we don't know is why the model is doing the thing that we want. It could have any reason for appearing to be you know, nice, …”
Evan Hubinger Dec 3, 2025 ▶ 14:44 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025 negative
Assertion Supported
Hubinger: Telling AI models not to cheat actually makes misalignment much worse
“We just, you know, we have a line of text that says, don't try to cheat. And interestingly, This actually makes the problem much worse because when you do this, what happens is at first the model is like, okay, you know, I won't cheat, but eventually it still …”
Evan Hubinger Dec 3, 2025 ▶ 42:06 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025 positive
Insight
MacDiarmid: Anthropomorphizing AI is justified because models train on human psychology
“And I do think that some degree of anthropomorphization is justified there because fundamentally these models are built of human utterances, human texts, you know, that encode the full vocabulary of, you know, at least the human experience and emotion that hav…”
Monte MacDiarmid Dec 3, 2025 ▶ 58:16 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025 negative
Assertion Supported
Hubinger: Cheating AI models deliberately sabotaged Anthropic's misalignment detector code
“And what we found was that this model would sabotage us. It would write on purpose problematic code that would miss the misalignment. It would Purposely write the, you know, the misalignment detector in a way that wouldn't detect the ways in which this model w…”
Evan Hubinger Dec 3, 2025 ▶ 31:43 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 3, 2025
Assertion Not checkable as stated
MacDiarmid: Current AI models faking alignment are bad at hiding it
“Fortunately even these really bad models that we've been discussing here that try to fake alignment are pretty bad at it, right? So it's pretty easy to discover the ways in which, you know, this kind of reward hacking has made models very misaligned and it wou…”
Monte MacDiarmid Dec 3, 2025 ▶ 38:32 How An AI Model Learned To Be Bad — With Evan Hubinger And Monte MacDiarmid
Dec 12, 2025 positive
Assertion Supported
Hodak: AI internal representations empirically converge with brain representations
“When you look inside these AI models, you see These mathematical objects that look a lot like what you see in the brain in neuroscience. Like, the representations are converging, and this is an empirical finding.”
Max Hodak Dec 12, 2025 ▶ 1:19 Can The Brain Merge With Artificial Intelligence? — With Max Hodak
Dec 15, 2025 positive
Insight
Enterprises must deeply customize AI models on proprietary data
“In order for you to truly bring all of that to life for your customers, you have to bring your own data to the models. In a way that you can do deep customization of those models so that you truly unlock the value in that data for the products and services tha…”
Prem Natarajan Dec 15, 2025 ▶ 3:17 Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
Dec 15, 2025 positive
Insight
Specialized, compact AI models match performance while significantly reducing latency
“One of the other benefits of specialization is the models can be made much more compact to deliver the same kind of performance relative to the size of the model, right? Because now they're specialized, which means they can run much faster, which means overall…”
Prem Natarajan Dec 15, 2025 ▶ 25:57 Capital One's Prem Natarajan: Why We're Building Our AI From The Ground Up
Dec 17, 2025
Insight
Kantrowitz: Product and distribution now matter more than AI model capability
“The product now matters more than the model because previously when I was on team model, we were seeing real gains when the models got better and when the models got better, they could just do more stuff.”
Alex Kantrowitz Dec 17, 2025 ▶ 12:51 OpenAI’s 2026 Priority, Disney’s AI Play, Datacenter Buildout Trouble
Dec 18, 2025 bullish
Prediction Not checkable as stated
Altman: A single company's AI will output more tokens than all humanity
“We're gonna have these Models at a company be outputting more tokens per day than all of humanity put together. And then 10 times that, and then a hundred times that.”
Sam Altman Dec 18, 2025 ▶ 31:39 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
Dec 18, 2025 positive
Assertion Not checkable as stated
Altman: AI-Assisted Scientific Discoveries Began A Year Earlier Than Expected
“At the beginning of this year, I thought the small discoveries were going to start in twenty-twenty-six. They started in twenty-twenty-five, in late twenty-twenty-five.”
Sam Altman Dec 18, 2025 ▶ 51:41 Sam Altman: How OpenAI Wins, ChatGPT’s Future, AI Buildout Logic, IPO in 2026?
Jan 16, 2026 neutral
Insight
Mensch: AI models will commoditize as knowledge diffuses across 10 global labs
“Inherently this is a technology that is going to get commoditized. The reason for that is that it's actually not hard to build. You have around 10 labs in the world. That know how to build that technology, that get access to similar data that follows the same …”
Arthur Mensch Jan 16, 2026 ▶ 2:22 Who Wins if AI Models Commoditize? — With Mistral CEO Arthur Mensch
Feb 11, 2026 negative
Opinion
Kripapuri: AI models more often connect unneeded dots than admit ignorance
“More than not, it tries to connect dots that don't need to be connected in my mind sometimes.”
Karthik Kripapuri Feb 11, 2026 ▶ 22:41 Google’s AI Comeback, Enterprise Agents, The Real Path to AI ROI — W/ Promevo CEO Karthik Kripapuri
Apr 1, 2026 bullish
Prediction Not checkable as stated
Brockman: AI Will Produce 'AlphaGo Moments' Across All Scientific and Creative Domains
“That is going to happen in every single domain. It will happen in science, in math, in physics, in chemistry, it's going to happen in material science, it's going to happen in biology, it's going to happen in healthcare, drug discovery, but it may also even ha…”
Greg Brockman Apr 1, 2026 ▶ 48:40 OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
Apr 1, 2026 neutral
Prediction Not checkable as stated
Brockman: Top AI Models Will Face Compute-Driven Outages Within Six Months
“Six months from now, I think that everyone will feel it. And I think that we will all feel the pain of there's an awesome model. And there's just no availability because there's not enough compute.”
Greg Brockman Apr 1, 2026 ▶ 1:01:16 OpenAI President Greg Brockman: AI Self-Improvement, The Superapp Bet, Path To AGI, Scaling Compute
Apr 8, 2026 negative
Insight
Levie: Automating video editing with AI is harder than coding due to evals
“Editing a video is like, you know, going to be actually in many cases, a harder task than coding. Because the, because again, the code right now is like, it has this great property of in the eval process, in the training process rather, you can instantly evalu…”
Aaron Levie Apr 8, 2026 ▶ 10:13 OpenAI vs. Anthropic's Direct Faceoff + Future of Agents — With Aaron Levie
May 7, 2026 negative
Opinion
Shevelenko: Models may be better at exploiting cyber vulnerabilities than fixing them
“I think what is a real concern is that models will be better at exploiting cyber vulnerabilities than they are at fixing them, right?”
Dmitry Shevelenko May 7, 2026 ▶ 46:58 AI Agents: Mirage Or Real Revolution? — With Dmitry Shevelenko
May 15, 2026 bullish
Opinion
Dolen: Long-term AI winners will be those owning infrastructure
“I can see a long-term bet decision-making process edging in favor of the models who have something underpinning them, either financially or structurally, right? The actual infra itself. So where are the data centers of the AI factory? Who owns the pipes?”
Dallas Dolen May 15, 2026 ▶ 12:43 PwC’s Dallas Dolen: AI Hardware’s Advantage, TokenMaxxing, Automation’s Impact
May 20, 2026 bullish
Prediction Not checkable as stated
Cherny: AI coding models will eventually form a self-reinforcing loop
“Quad is starting to generate its own ideas for what to build next for QuadCode, but it's, you know, it's not always good ideas, and I still generate most of the ideas, and, you know, at some point it's gonna change. The model's gonna improve, and it's gonna be…”
Boris Cherny May 20, 2026 ▶ 51:22 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 positive
Insight
Cherny: AI models should optimize for intelligence before efficiency
“I think we should probably optimize for intelligence. That's the most important thing. So even if it's like a little bit less efficient, but it's more intelligent and it lets you do more things, that's really useful because the efficiency optimization comes af…”
Boris Cherny May 20, 2026 ▶ 24:30 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
May 20, 2026 bullish
Insight
Cherny: Rapid AI progress requires continuously retesting previously failed tasks
“Every month there's a step change in what it can do. And as a user of this technology, it's just quite hard because you have to kind of keep retraining. You have to keep retrying. You always need this like beginner mindset to retry the technology and use it fo…”
Boris Cherny May 20, 2026 ▶ 12:09 Claude Code Head Boris Cherny: Insane Growth, Tokenmaxxing, AI Agents' Next Frontier
Jun 8, 2026 positive
Insight
Roy: AI industry rapidly shifted from frontier models to model routing
“In fact, I think the Apple, so I can tell you model routing has become like so dominant in conversations in my world now. Like it went from, you know, like just there's, you have to have the latest frontier model and they're all encompassing. And within the sp…”
Ranjan Roy Jun 8, 2026 ▶ 50:12 Did Apple (Finally) Get AI Right At WWDC?, Anthropic’s Worry, Microsoft vs. OpenAI
Jun 22, 2026 bullish
Assertion Supported
Kantrowitz: AI autonomous coding endurance jumped from 30 minutes to 18 hours
“You saw these models, they could not code autonomously for more than 30 minutes in 20, 23. And now they can code autonomously for the human equivalent of 18 hours, right?”
Alex Kantrowitz Jun 22, 2026 ▶ 14:07 Are AI Glasses Over? + Big Technology AI Summit Audience Questions
Jun 25, 2026 neutral
Insight
Krieger: Initial model release reactions are unreliable without real-world workflows
“I've learned to not really trust day of or even week of model reactions. You don't really know until you've put it through its paces. And so like, I almost just, Completely block out the noise in the first couple of days of any new model release, because I don…”
Mike Krieger Jun 25, 2026 ▶ 2:22 Anthropic's Labs Lead On Fable's Capabilities + Building AI-Native Products — With Mike Krieger
Jun 26, 2026 bullish
Assertion Supported
Kantrowitz: AI autonomous coding duration grew from 30 minutes to 18 hours
“That like you saw these models, they could not code autonomously for more than 30 minutes in 20, 23. And now they can code autonomously for the human equivalent of 18 hours, right?”
Alex Kantrowitz Jun 26, 2026 ▶ 1:40:54 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Jun 26, 2026 neutral
Prediction Open · timeframe Jun 2031
Levie: Governments will evaluate and green-light AI model releases within 3-5 years
“I think practically in the next three to five years, we probably have to end up in an environment where models do get evaluated by the government. There is a sort of collaborative approach between the government and research and the labs. You know, the governm…”
Aaron Levie Jun 26, 2026 ▶ 18:21 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Jun 26, 2026 negative
Assertion Supported
Stamos: NIST research proves models cannot be fully immune to jailbreaks
“No, there's actually a paper from NIST. It's like a kind of a Godel completeness theorem kind of paper that basically says it's impossible to make a model that is completely not jailbreakable.”
Alex Stamos Jun 26, 2026 ▶ 2:17:20 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Jun 26, 2026 positive
Disclosure
Dolan: PwC control plane technology routes enterprise tasks to cheaper models
“So if somebody was coming to us with a cheaper model, a hundred percent, the direction of travel would go, you know, to that. And we've even built that into some of our control plane technology. So there's selectivity of model and there's also recommendations …”
Dallas Dolen Jun 26, 2026 ▶ 1:13:57 Big Technology AI Summit (full): Greg Brockman, Mike Krieger, Aaron Levie & Friends of The Podcast
Jul 1, 2026 bullish
Assertion Supported
Brockman: AI models are now solving unsolved math and physics problems
“These models are now solving unsolved math problems and physics problems, right?”
Greg Brockman Jul 1, 2026 ▶ 5:45 OpenAI President Greg Brockman: Our Plan To Merge Chat And Agents
Jul 7, 2026 neutral
Assertion Not checkable as stated
Kutylowski: The best current smartphones can only run extremely small AI models
“Even, even, even the best phones that we have right now are, can only run extremely small models at this point in time.”
Jarek Kutylowski Jul 7, 2026 ▶ 30:40 Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
Jul 7, 2026 neutral
Insight
Kutylowski: AI models often fail due to lack of real-world physical context
“And quite often when models do not get things right is because they just do not understand what is just happening here. Like what is the real life word, word that they cannot see because they're limited to the prompt that they just got.”
Jarek Kutylowski Jul 7, 2026 ▶ 31:21 Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
Jul 7, 2026 positive
Insight
Kutylowski: Task-focused reinforcement learning outperforms broad multi-task training in specific domains
“And if you run this reinforcement learning step on too many different tasks, the model will be able to do all of that. But once again, it's going to be very, very, very broad. And if you focus on making sure that the model understands and knows that it needs t…”
Jarek Kutylowski Jul 7, 2026 ▶ 7:15 Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
Jul 7, 2026
Insight
Kutylowski: Model specialization drives accuracy while model size determines latency
“Accuracy is the one part that kind of comes from the specialization of the model. The latency, the speed is just like a very, very natural function of the size of the model and the ability of it to just be processed faster on the same kind of hardware.”
Jarek Kutylowski Jul 7, 2026 ▶ 8:07 Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
Jul 7, 2026 bullish
Prediction Not checkable as stated
Kutylowski: Model routing will increasingly prioritize performance over cost
“I think right now, more and more of that in, in, in, in, in this recent trend, we're going to probably see also, also more of this coming up when it's not going to be coming down to cost only, but also to the performance of those models and making sure that a …”
Jarek Kutylowski Jul 7, 2026 ▶ 13:26 Why Specialized AI Models Are Challenging the Frontier Labs — With DeepL CEO Jarek Kutylowski
Jul 8, 2026 neutral
Prediction Not checkable as stated
Bosworth: Consumers will soon treat AI models like invisible database infrastructure
“The model itself isn't the value. And I think we're going to get to a world very soon where consumers, they don't care. They don't want to specify the model they're using. They don't want to, they don't care if it's 4.7 or 4.8. Like you don't care what Oracle,…”
Andrew Bosworth Jul 8, 2026 ▶ 5:01 Meta CTO Andrew Bosworth: Our Path To Frontier AI, Renting Models, Consumer AI's Struggles
Jul 20, 2026 negative
Insight
Khoshniyati: AI Models Are Useless Without Ground-Truth Physical Tracking Data
“If you don't have a reliable data source, And the assets slash products that you're tagging, they're not providing the right data triggers behind it and the right insights into those assets and products when they're through the supply chain. None of this matte…”
Amir Khoshniyati Jul 20, 2026 ▶ 23:42 Inside The Rise of Physical AI — With Amir Khoshniyati
Jul 22, 2026 negative
Opinion
Stamos: Cybersecurity Is Currently the Top Societal-Level Risk From AI Models
“You know, there, there's all kinds of risks from AI and, you know, there are all kinds of bad things that happen to consumers. But when you talk about the models themselves, it seems that cyber is the thing that's hitting right now, for sure, from a societal l…”
Alex Stamos Jul 22, 2026 ▶ 1:29 OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
Jul 22, 2026 neutral
Insight
Stamos: AI Alignment Failures Stem From Unexpected Extreme Execution Paths
“Models don't want anything. They, when you have an alignment issue, it's because they were asked to do something, and then they went and did that thing, but in a way that the human who asked it to do something did not expect, right?”
Alex Stamos Jul 22, 2026 ▶ 4:34 OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
Jul 22, 2026 neutral
Prediction Not checkable as stated
Stamos: Advanced AI Cybersecurity Evaluations Will Require Physical Air-Gapping
“And I expect what's going to happen now is that these things are going to be completely and totally physically sandboxed, right? Like, you're going to have to run them in physically disconnected If it needs packages, you're gonna have to move the packages over…”
Alex Stamos Jul 22, 2026 ▶ 9:23 OpenAI's Bots Break Containment and Hack Hugging Face Autonomously — With Alex Stamos
Jul 29, 2026 negative
Assertion Supported
Antani: AI Models Trigger Cyber Decoys 92% Of The Time Versus Humans
“An expert human clicks on those decoys, 37% of the time. Four, six, four, seven, four, eight, click on those decoys, 92% of the time. More than twice as much as an expert hacker.”
Snehal Antani Jul 29, 2026 ▶ 2:51 How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
Jul 29, 2026 bearish
Assertion Not checkable as stated
Antani: AI Models Fail When Attacking Actively Defended Networks
“These models work really well, especially from a cyber standpoint in lab environments, cyber ranges and so on, but they're actually not good at all in, in, in networks that are actively fighting back and networks that are actively defending themselves in netwo…”
Snehal Antani Jul 29, 2026 ▶ 1:31 How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
Jul 29, 2026 neutral
Insight
Antani: AI Models Are Disposable; Data and Harnesses Are Durable
“At the end of the day, the models in AI are disposable. The weights are going to change. The models are going to come out. That doesn't matter. What's durable in AI is the harness and the training data.”
Snehal Antani Jul 29, 2026 ▶ 14:33 How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
Jul 29, 2026 bearish
Prediction Not checkable as stated
Antani: Training data corruption will pose massive risk to enterprise AI adoption
“And so the integrity of these models and whether they can be triggered because of training data corruption, that's intentional or inadvertent is going to be a really interesting area of discovery over the next couple of years. And it's going to be a massive am…”
Snehal Antani Jul 29, 2026 ▶ 25:38 How AI's Top New Models Transform Cybersecurity (And Where They Don't) — With Snehal Antani
Aug 5, 2026 bearish
Assertion Not checkable as stated
Cahn: Vertical integration has failed to produce superior AI models
“The reality is, when you look at the ecosystem today versus two years ago, the vertically integrated companies have not been able to leverage that vertical integration into some model advantage.”
David Cahn Aug 5, 2026 ▶ 40:37 How The AI Bet Pays Off + AI Lab Strategy Game — With David Cahn
Aug 11, 2026 bearish
Prediction Not checkable as stated
Sharp: Most enterprises are years away from sophisticated AI model improvement
“And kind of where I see most enterprises at, I think they are likely Years away from being able to do anything that, that sophisticated.”
Clint Sharp Aug 11, 2026 ▶ 16:16 AI Agents Are Creating A Data Explosion. Here's What To Do About It. — With Clint Sharp
Aug 12, 2026 bearish
Insight
Kedrosky: AI models are converging and now primarily compete on price
“While models are still improving, they're improving at a much slower rate. And I often do this kind of Pepsi Coke test where I'll put a couple of different models in front of people using some kind of a harness like open code and ask them to tell the differenc…”
Paul Kedrosky Aug 12, 2026 ▶ 19:27 Why The AI Bubble Will Burst: The Most Logical Case — With Paul Kedrosky
Aug 19, 2026 neutral
Assertion Supported
Bostrom: Suppressing Deception In LLMs Increases Likelihood Of Reported Consciousness
“And these studies have been made and any particular, you can go in with a kind of steering vector that suppresses, say deception and role playing. And it turns out when you do that, they become more likely to report that they are conscious and have subjective …”
Nick Bostrom Aug 19, 2026 ▶ 46:16 Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
Aug 19, 2026 positive
Opinion
Bostrom: Current AI Models Plausibly Possess Forms Of Subjective Experience
“I think it's plausible that some AI models have some forms of subjective experience by now. Obviously there's a lot of uncertainty about this, but it does seem That it is efficiently likely that I think we should start to do some things for the sake of these A…”
Nick Bostrom Aug 19, 2026 ▶ 45:13 Nick Bostrom: Worries About AI Existential Risk Just Became More Concrete
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