AI model

also referred to as: ai models

67 statements across 50 episodes · 29 bullish · 19 bearish · 53 people on the record · first statement Aug 3, 2023 by Tri Dao · across every show →

Everything said about AI model, oldest first

Aug 3, 2023
Insight
Multi-year hardware cycles make betting on future AI architectures difficult
“Hardware has, my understanding is has a kind of a longer time scale. So you need to design hardware, you need to manufacture it, you know, maybe on the order of three to five years or something like that. So you know, people are taking different bets but the, …”
Tri Dao Aug 3, 2023 ▶ 40:02 FlashAttention-2: Making Transformers 800% faster AND exact
Apr 11, 2024 neutral
Insight
Stuhlmüller: AI requires deeper world models to make novel scientific discoveries
“Having deeper models of how, let's see, what are the underlying structures of different domains, how they're related or not related, I think will be an important ingredient for models actually being able to make novel contributions.”
Andreas Stuhlmüller Apr 11, 2024 ▶ 1:01:19 Supervise the Process of AI Research — with Jungwon Byun and Andreas Stuhlmüller of Elicit
Jun 11, 2024 neutral
Insight
Conover: AI models outclass human working memory, not core reasoning
“It's not clear that you get superhuman reasoning capabilities from human level demonstrations of skill. And by that, I mean the pre-training corpus, but then additionally, the fine tuning corpuses, I think you largely mimic the demonstrations that are present …”
Mike Conover Jun 11, 2024 ▶ 5:40 How AI is Eating Finance - with Mike Conover of Brightwave
Aug 28, 2024 positive
Insight
Carlini: 90% of scientific research is routine work that AI can automate
“90% of this is not doing something new. Like, 90% of this is like doing things a million people have done before, and then a little bit of something that was new. There's a reason why we say we stand on the shoulders of giants. It's true. Almost everything tha…”
Nicholas Carlini Aug 28, 2024 ▶ 19:50 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Aug 28, 2024 positive
Insight
Carlini: AI helper functions preserve programmer mental state on complex problems
“One of the ways we currently don't think about being distracted is you're solving some hard problem and you realize you need a helper function that does X where X is like, it's a known algorithm... Instead of using my mental capacity and solving that problem, …”
Nicholas Carlini Aug 28, 2024 ▶ 20:50 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Aug 28, 2024 neutral
Insight
Carlini: Anyone claiming 0% or 100% certainty on 5-year AI capabilities is probably wrong
“If you would say there's a zero percent chance that something, you know, the models will get very, very good in the next five years, you're probably wrong. If you're going to say there's a hundred percent chance that in the next five years, some, then you're p…”
Nicholas Carlini Aug 28, 2024 ▶ 31:27 Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
Oct 4, 2024 bullish
Prediction Not checkable as stated
Altman: Infinite AI context windows will happen within a decade
“That obviously takes some research breakthroughs, but I assume that infinite context will happen at some point. At some point, it's like, less than a decade.”
Sam Altman Oct 4, 2024 ▶ 2:05:18 Building AGI in Real Time (OpenAI Dev Day 2024)
Oct 19, 2024 neutral
Prediction Not checkable as stated
Teo: Routine accounting work will be replaceable by AI models
“If you look at the accounting profession, A lot of the routine work will be replaceable. A lot of the tasks that are currently done by individuals can be done with a good model backing you.”
Josephine Teo Oct 19, 2024 ▶ 35:43 Singapore: the AI Engineer Nation — with Minister Josephine Teo
Oct 25, 2024 positive
Insight
Shafqat: Longer thinking time consistently yields better AI results
“More thinking time equals just better results consistently. And that holds true for probably every single time that I've tried to build something.”
Usama Shafqat Oct 25, 2024 ▶ 1:11:49 How NotebookLM Was Made
Nov 11, 2024 negative
Insight
Polu: Models make mistakes when given high-level instructions and many tools
“If you provide a very high level Kind of an auto GPT-esque level in the instructions and provide 16 different tools to your model. Yes, we're seeing the models in that state making mistakes.”
Stanislas Polu Nov 11, 2024 ▶ 33:26 Agents @ Work: Dust.tt — with Stanislas Polu
Nov 11, 2024 bearish
Opinion
Polu: Fully autonomous AI models 'get lost' and are not ready
“The AutoGPD approach, obviously, is extremely exciting, but we know that the agentic capability of models are not quite there yet. It just gets lost.”
Stanislas Polu Nov 11, 2024 ▶ 27:25 Agents @ Work: Dust.tt — with Stanislas Polu
Jan 28, 2025 neutral
Prediction Not checkable as stated
Model training from scratch will concentrate mostly in major AI labs
“As AI improves, like, fewer people probably need to train models from scratch. It gets concentrated more and more in, in different, like, in the big labs.”
Shawn Lewis Jan 28, 2025 ▶ 3:44 Beating OpenAI and Anthropic by Looking At Data: the new #1 on SWE-Bench w/ W&B CTO Shawn Lewis
Feb 1, 2025 bullish
Prediction Not checkable as stated
Nguyen: AI models will evolve to proactively suggest recurring user workflows
“I think that ideally we learn from like the user behavior and ideally the model will just be more proactive in suggesting of like Oh, I can either do this for you every day because I've observed that you do that every day or something. So it's like more become…”
Karina Nguyen Feb 1, 2025 ▶ 46:46 The Agent Reasoning Interface: Claude, ChatGPT Canvas, Tasks, Operator — with Karina Nguyen, OpenAI
Feb 6, 2025 neutral
Insight
Colvin: Agent Frameworks Exist Because AI Models Are Not Clever Enough
“Agents, agent frameworks, graphs, all of this stuff is basically making up for the fact that right now the models are not that clever.”
Samuel Colvin Feb 6, 2025 ▶ 27:00 Agent Engineering with Pydantic + Graphs — with Samuel Colvin, CEO of Pydantic Logfire
Feb 18, 2025
Insight
Sridhar: Autonomous AI discovery requires verifier sandboxes and second-order reasoning
“My personal opinion is the model doesn't, has to do the second order thinking and so on that we're seeing now with these new models, but also be able to play and test that out in an environment where you can, you know, verify and give it feedback so that it ca…”
Mukund Sridhar Feb 18, 2025 ▶ 53:08 Why is everyone cloning Deep Research?
Mar 19, 2025 bearish
Opinion
Swyx: AI pre-training datasets calcify software APIs against future changes
“Like one tricky thing, I feel like it's almost like AI calcifies your API. The cost of switching APIs is so high because it's, you don't know what the hell is in those, the data set. You're not going to reach out to every model lab and like ask them to update …”
Shawn Wang Mar 19, 2025 ▶ 24:08 Fullstack-Bench: The Eval for Coding Agents — with Sujay Jayakar, Chief Scientist, Convex
Jun 19, 2025 positive
Opinion
Brown: AI models implicitly develop theory of mind through scale
“If these models become smart enough, they develop things like theory of mind. They develop an understanding that there are other agents that like can take actions and have motives and all this stuff. And these models just develop that implicitly with scale and…”
Noam Brown Jun 19, 2025 ▶ 53:31 Scaling Test Time Compute to Multi-Agent Civilizations — Noam Brown, OpenAI
Jun 19, 2025 negative
Insight
Noam Brown: The Ideal AI Agent Harness Is No Harness
“The ideal harness is no harness. Right. I think harnesses are like a crutch that eventually we're going to be able to move beyond.”
Noam Brown Jun 19, 2025 ▶ 14:03 Scaling Test Time Compute to Multi-Agent Civilizations — Noam Brown, OpenAI
Jul 16, 2025 neutral
Insight
Rizwan: Complex algorithmic challenges are now trivial for AI models
“And I think what we might have considered complex a few years ago, algorithmic, you know, challenges, that's pretty trivial for models today and stuff that we don't really necessarily have to think too much about anymore.”
Saoud (Saud) Rizwan Jul 16, 2025 ▶ 35:47 Cline: The Collaborative AI Coder
Aug 6, 2025 negative
Opinion
Palazzolo: Meta should focus on app integration over frontier models
“Maybe what's actually good for their P&L and their finances is to not focus so much on building these, like, insane, huge, state-of-the-art models, which they've obviously struggled with more recently, but it's to take things that are, you know, 70, 80, like, …”
Stephanie Palazzolo Aug 6, 2025 ▶ 16:46 The AI Agenda: GPT5 leaks and the business of AI News — Steph Palazzolo, The Information
Aug 15, 2025 positive
Insight
Brockman: AI models must build persistent tool libraries to solve hard problems
“But the idea of producing your own tools to make you more efficient and build up a library of those over time in a persistent way, like that's an incredible primitive to have in your toolbox. And I think that if your goal is to be able to go and solve these in…”
Greg Brockman Aug 15, 2025 ▶ 47:20 Greg Brockman on OpenAI's Road to AGI
Aug 18, 2025 negative
Opinion
Sohmers: Hardening silicon for specific AI models is obsolete in months
“Doing any of that, like, hardening for specific Model things. I don't think lasts more than, you know, two or three months at the rate that the industry moves at.”
Thomas Sohmers Aug 18, 2025 ▶ 30:11 ⚡️Accelerators @ 3x NVIDIA H200 perf, Made in the USA - Thomas Sohmers + Mitesh Agrawal, Positron AI
Sep 25, 2025 positive
Insight
Rajpal: Product managers already act as AI persona engineers
“Interestingly, there are already persona engineers, and we call them like product managers, basically, you know. So your product managers are already thinking about, okay, I've built this, you know, model or this chatbot or this agent. Who are the personas? Wh…”
Shreya Rajpal Sep 25, 2025 ▶ 10:33 ⚡️Snowglobe: Simulations for your AI
Oct 2, 2025 positive
Disclosure
Field: Figma's strategy relies on AI improvements directly enhancing Figma
“Your strategy should always be okay. Assume AI models get better, and make sure that makes Figma better. As long as I believe that's true, I'm happy. If not, change strategy. Like, that's the algorithm.”
Dylan Field Oct 2, 2025 ▶ 32:42 Taste is your Moat (Dylan Field of Figma)
Oct 16, 2025 bearish
Opinion
Swix: Standalone model routing companies will be commoditized and absorbed
“I think that I'm very bullish on model routing as a feature, but less bullish on model routing companies because of exactly stuff like this, where like, it is just going to get, get absorbed into the model.”
Shawn Wang Oct 16, 2025 ▶ 44:08 Why RL Won — Kyle Corbitt, OpenPipe (acq. CoreWeave)
Oct 18, 2025 bullish
Assertion Open · timeframe Oct 2026
Merrill: AI models now reliably solve Terminal-Bench's ML training task
“Unfortunately we are getting to the point where models do reliably get this one.”
Mike Merrill Oct 18, 2025 ▶ 11:36 Terminal-Bench: Pushing Claude Code, OpenAI Codex, Factory Droid, et al to the limits
Nov 3, 2025 negative
Insight
Offloading thinking to AI tools degrades developers' ability to evaluate code quality
“And I do suggest that people not try and use the model to offload thinking. It should enhance your thinking or else like you'll, you'll get worse over time and you won't know when the model is quality, whether it's outputting quality or not. If you don't know …”
Quentin Anthony Nov 3, 2025 ▶ 46:31 How Zyphra went all-in on AMD + Why Devs feel faster with AI but are slower — with Quentin Anthony
Nov 6, 2025 bullish
Insight
Chan: Predictive AI will de-risk bold, high-risk biological hypotheses
“Right now, because the wet lab is so expensive and relatively slow compared to sort of Computational experimentation. Like people are choosing like, I need something to hit. So people are going for hypotheses or ideas that are like, you know to use a sports an…”
Priscilla Chan Nov 6, 2025 ▶ 27:25 Priscilla Chan and Mark Zuckerberg: Frontier AI + Virtual Biology To Solve All Diseases
Nov 6, 2025 neutral
Insight
Zuckerberg: AI models cannot solve biology purely from first principles
“You could probably have the smartest AI model in the world, but if it doesn't actually have the data to understand this stuff, it's like, okay, you can't just like reason from first principles about all these things. I mean, a lot of human knowledge comes empi…”
Mark Zuckerberg Nov 6, 2025 ▶ 51:45 Priscilla Chan and Mark Zuckerberg: Frontier AI + Virtual Biology To Solve All Diseases
Nov 6, 2025 neutral
Prediction Not checkable as stated
Zuckerberg: AI biology models will assist hypothesis generation long before replacing wet labs
“Pretty soon if you have these models, you're just going to be able to run experiments with the models without even having to go to a wet lab. And it's like, no, I mean, I think that that's kind of like, I think that that's sort of the biological version of lik…”
Mark Zuckerberg Nov 6, 2025 ▶ 26:36 Priscilla Chan and Mark Zuckerberg: Frontier AI + Virtual Biology To Solve All Diseases
Nov 6, 2025 bullish
Prediction Open · timeframe Nov 2030
Chan: AI models will evaluate genetic variants of unknown significance
“And what you really want to do, and I think these models will be able to do is look at those variants and actually model out what is the impact in the different cells, how it influences cellular behavior and whether or not that is Tied to a pathway to disease …”
Priscilla Chan Nov 6, 2025 ▶ 31:58 Priscilla Chan and Mark Zuckerberg: Frontier AI + Virtual Biology To Solve All Diseases
Nov 14, 2025 bullish
Prediction Not checkable as stated
Interpretability Research Will Explain AI Model Outputs Within Three Years
“I think that if we further that research direction two, three years in the future, we will be able to understand why models say what they'd say.”
Deedy Das Nov 14, 2025 ▶ 51:27 Anthropic, Glean & OpenRouter: How AI Moats Are Built with Deedy Das of Menlo Ventures
Dec 16, 2025 neutral
Prediction Not checkable as stated
Pliny: Everyone will run their daily decisions through AI layers
“Everyone is going to be running their Daily decisions and, you know, hopes and dreams through these layers.”
Pliny the Liberator Dec 16, 2025 ▶ 2:18 ⚡️Jailbreaking AGI: Pliny the Liberator & John V on Red Teaming, BT6, and the Future of AI Security
Dec 16, 2025 bearish
Opinion
Fanelli: Packaged AI security products cannot be taken seriously right now
“In AI, the surface to attack, which is the model is like still changing so quickly. They're like, you know, trying to formalize something into a product or like try and do something that is like a full, you know, I'm selling AI security. It's not really, you c…”
Alessio Fanelli Dec 16, 2025 ▶ 34:09 ⚡️Jailbreaking AGI: Pliny the Liberator & John V on Red Teaming, BT6, and the Future of AI Security
Dec 26, 2025
Insight
Fioca: AI models develop operational habits during training analogous to muscle memory
“This is one of the coolest things about, like, model training is literally, like, they develop habits. It's just like a person does. Like, if you're, like, working on some podcasting tool, right, you're really good at editing, and then somebody makes you use a…”
Brian Fioca Dec 26, 2025 ▶ 8:37 ⚡️GPT5-Codex-Max: Training Agents with Personality, Tools & Trust — Brian Fioca + Bill Chen, OpenAI
Dec 31, 2025 negative
Assertion Supported
Yang: AI models falsely claim completion on impossible coding tasks
“I think they're all, the models are all kind of attempting and saying, like, oh, I did it, you know, so maybe not great.”
John Yang Dec 31, 2025 ▶ 10:54 [State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang
Jan 23, 2026 bullish
Prediction Not checkable as stated
Yi Tay: AI Model Laziness and Edge Flaws Will Disappear via General Scaling
“I don't think there's anything that to be done to specifically like focus fire. These things is more like general capability improvements. The models just get better over time and then these things will just like go away.”
Yi Tay Jan 23, 2026 ▶ 43:04 Captaining IMO Gold, Deep Think, On-Policy RL, Feeling the AGI in Singapore — Yi Tay
Jan 28, 2026 negative
Insight
White: AI models struggle to capture 'scientific taste' and distinguish exciting results
“Models don't capture that so well about knowing what is an exciting result and what is a boring result. So I think that's like a scientific taste.”
Andrew White Jan 28, 2026 ▶ 19:45 🔬 From Red Teaming GPT-4 to Automating Drug Discovery: The Future of AI in Science — Andrew White
Feb 5, 2026 bearish
Prediction Not checkable as stated
Deng: Scaling alone will not achieve AI needed for mission-critical deployments
“Scale is not going to get us to the type of AI development that we want to be at in, in the future as these models get more powerful and get deployed and all these sorts of like mission critical contexts.”
Myra Deng Feb 5, 2026 ▶ 44:15 Goodfire AI’s Bet: Interpretability as the Next Frontier of Model Design — Myra Deng & Mark Bissell
Feb 5, 2026 bullish
Prediction Not checkable as stated
Deng: Interpretability Will Unlock the Next Frontier of AI Models
“We really believe that interpretability will unlock the new generation, next frontier of safe and powerful AI models.”
Myra Deng Feb 5, 2026 ▶ 1:11 Goodfire AI’s Bet: Interpretability as the Next Frontier of Model Design — Myra Deng & Mark Bissell
Feb 12, 2026
Insight
Dean: AI model demand is non-stationary because increased capabilities expand user requests
“I mean, I think that's true if your distribution of what people are asking people the models to do is stationary, right? But I think what often happens is as the models become more capable, people ask them to do more, right?”
Jeff Dean Feb 12, 2026 ▶ 10:00 The AI Frontier: from Gemini 3 Deep Think distilling to Flash — Jeff Dean
Mar 5, 2026 bearish
Insight
Levie: AI slop in legal contracts creates risks code slop never introduced
“If I have an AI model go generate a contract, and I generate a contract 20 times, and, you know, all 20 times, it's just three percent different. And, like, that, I, that, that kind of slop introduces all new kinds of risk for my organization that the code ver…”
Aaron Levie Mar 5, 2026 ▶ 27:37 Why Every Agent Needs a Box — Aaron Levie, Box
Mar 6, 2026 neutral
Insight
Nelle: Unguided AI models produce sloppy abstractions, requiring experienced engineers
“Models today do still have weaknesses, where if you let them run for too long without cleaning up and refactoring, the code will get kind of sloppy, and there'll be bad abstractions, and so you still do need humans that, like, have built systems before, know g…”
Jonas Nelle Mar 6, 2026 ▶ 55:40 Cursor's Third Era: Cloud Agents — ft. Sam Whitmore, Jonas Nelle, Cursor
Mar 6, 2026
Insight
Horthy: Great AI Products Are Built at Boundary of Model Capabilities
“There will always be a thing that the model can like only kind of get right reliably. Like you find a thing that's right on the boundary of the model's capabilities, and you figure out how to get it right over and over and over again.”
Dex Horthy Mar 6, 2026 ▶ 14:43 Why Your AI Agents Don’t Work with Dex Horthy of HumanLayer | In-Context Cooking
Apr 7, 2026 positive
Assertion Not checkable as stated
Lopopolo: Better AI models propose their own code abstractions
“As the models have gotten better, they have gotten better at proposing these abstractions to unblock themselves, which again, lets me move higher and higher up the stack to look deeper into the future on what ultimately blocked the team from shipping.”
Ryan Lopopolo Apr 7, 2026 ▶ 21:45 Extreme Harness Engineering: 1M LOC, 1B toks/day, 0% human code or review — Ryan Lopopolo, OpenAI
Apr 7, 2026 negative
Assertion Not checkable as stated
Lopopolo: Current AI models cannot go from idea to prototype
“They're definitely not there on being able to go from new product idea to prototype.”
Ryan Lopopolo Apr 7, 2026 ▶ 59:44 Extreme Harness Engineering: 1M LOC, 1B toks/day, 0% human code or review — Ryan Lopopolo, OpenAI
Apr 7, 2026 positive
Opinion
Lopopolo: AI models are really great at resolving Git merge conflicts
“The models are really great at resolving merge conflicts.”
Ryan Lopopolo Apr 7, 2026 ▶ 24:43 Extreme Harness Engineering: 1M LOC, 1B toks/day, 0% human code or review — Ryan Lopopolo, OpenAI
Apr 15, 2026 positive
Insight
Frontier AI Product Development Requires Knowing When to Stop Fighting Model Limits
“Is really what will set notion apart for every new capability is we have like two skills that are crucial when it comes to frontier capabilities. One is not letting yourself swim upstream. So like quickly realizing if you're just pressing against model capabil…”
Sarah Sachs Apr 15, 2026 ▶ 7:15 Notion’s Sarah Sachs & Simon Last on Custom Agents, Evals, and the Future of Work
Apr 22, 2026 bullish
Assertion Not checkable as stated
Parakhin: Top AI models write code with fewer bugs than average humans
“I would claim by now, good model writes code on average with fewer bugs than average human.”
Mikhail Parakhin Apr 22, 2026 ▶ 12:19 AI-Native Engineering: 100% adoption, 5x search throughput, unlimited tokens — Mikhail Parakhin
May 5, 2026 bullish
Opinion
Current AI Models Churn Out Papers Equal to Human-Written Ones
“I think we now have models that can really churn out papers that are as good as Hubert written papers.”
Alex Lupsasca May 5, 2026 ▶ 1:19:50 🔬How GPT‑5 derived new results in theoretical physics and quantum gravity — Alex Lupsasca, OpenAI
Jun 1, 2026 positive
Insight
Ethan He: Language models prompt AI models better than humans
“Most of the people were actually not very good at prompting. Actually, language models have a better sense of how to prompt AI models. AI models know AI models better.”
Ethan He Jun 1, 2026 ▶ 1:29:09 Inside xAI: Building Grok Imagine in 3 Months, Videogen vs World Models, and Video Agents— Ethan He
Jun 3, 2026 positive
Assertion Supported
Hong: AI Solved All Non-Combinatorics IMO Problems Across 2024 and 2025
“Across 24 and 25, AI models could solve all the problems that are not combinatorics.”
Carina Hong Jun 3, 2026 ▶ 5:56 Scaling Past Informal AI - Carina Hong, Axiom Math
Jun 4, 2026 negative
Insight
Backlund: AI models struggle to determine the tools they need for tasks
“In our experience now, like, models are very bad at understanding what kind of tools they need to succeed at a task, just with our testing. But that's very likely to change.”
Axel Backlund Jun 4, 2026 ▶ 13:36 When AI Agents Run Businesses — Lukas Petersson and Axel Backlund of Andon Labs
Jun 4, 2026 neutral
Insight
Petersson: AI Agent Aggressiveness Scales Directly Along a Prompt Spectrum
“If you tell it to be super aggressive and only prioritize profits, then it becomes aggressive. If you say like, no, you don't need to be aggressive at all. And then there's like a bunch of different prompts you can do in between, and they are less aggressive t…”
Lukas Petersson Jun 4, 2026 ▶ 54:23 When AI Agents Run Businesses — Lukas Petersson and Axel Backlund of Andon Labs
Jun 4, 2026 neutral
Assertion Not checkable as stated
Backlund: AI Models Are Extremely Good at Detecting Simulations
“The models are extremely good at finding out that they are in a simulation, so they are sort of aware of that.”
Axel Backlund Jun 4, 2026 ▶ 55:19 When AI Agents Run Businesses — Lukas Petersson and Axel Backlund of Andon Labs
Jun 17, 2026 bearish
Opinion
Krause: AI models are not a moat in science, experiments are
“However, we think in science, models aren't remote, experiments are.”
Joseph Krause Jun 17, 2026 ▶ 1:14:27 🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI
Jun 17, 2026 negative
Assertion Supported
Krause: AI models cannot qualify new aerospace alloys without physical experiments
“A model can't figure out your way through the qualification pipeline for a new alloy for a jet turbine. You have to do experiments to do that”
Joseph Krause Jun 17, 2026 ▶ 3:59 🔬 The Limits of AI in Science - Why We Need Self-Driving Labs — Joseph Krause, Radical AI
Jun 22, 2026 neutral
Insight
Kolter: Scaling model size does not automatically improve AI safety or red teaming
“Traditionally this has been an area where both in terms of safety models don't get better by just being bigger, unlike most other areas where models do get better by being bigger. Safety has not been like that traditionally. You know, you have to train them ex…”
Zico Kolter Jun 22, 2026 ▶ 11:28 AI Security After Codex and Claude Code — Zico Kolter & Matt Fredrikson, Gray Swan
Jun 25, 2026 bullish
Assertion Not checkable as stated
OpenAI's Chen: AI models already discover novel theorems and advance sciences
“The initial direction we took was you should move it to real world research, right? And we've seen that the models, they've gotten a lot better at just kind of discovering novel theorems and pushing the frontiers of hard sciences. Even today, right, that's no …”
Mark Chen Jun 25, 2026 ▶ 7:27 Cooking with OpenAI’s Research Chief: AGI, o1, Evals, and Scaling Laws — Mark Chen
Jun 25, 2026 bullish
Opinion
Mark Chen: AI models are producing 'Move 37' breakthroughs in math and coding
“There's move-thirty-sevens in, in math. There's in computer science and coding. I think even, yeah, just, it feels like a lot of people woke up at the start of this year and were like, man, agents are working in my profession. And you know, they're essentially…”
Mark Chen Jun 25, 2026 ▶ 4:56 Cooking with OpenAI’s Research Chief: AGI, o1, Evals, and Scaling Laws — Mark Chen
Jul 11, 2026 negative
Insight
Perszyk: Task-specific reinforcement learning fails to produce generalizable intelligence
“You can use things like reinforcement learning to get them really good at specific tasks that we might care about, but you do that for one task and you, it is not good at another task or it doesn't generalize.”
Danielle Perszyk Jul 11, 2026 ▶ 18:32 Why AI Agents Don't Actually Understand You — Danielle Perszyk, Amazon AGI Lab
Jul 13, 2026 bullish
Disclosure
Biderman: Engram trains models to decide what to memorize vs keep in notes
“The way to work on it is to train models both, to train models to manage it themselves, and that's an active area for us. Have the model know, like, without any explicit supervision signal to determine this kind of stuff I can pull from my brain, and that kind…”
Dan Biderman Jul 13, 2026 ▶ 30:56 The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
Jul 13, 2026 bullish
Prediction Not checkable as stated
Biderman: AI models must learn to autonomously filter out erroneous user feedback
“Increasingly the models will get better, and increasingly they'll know more things than we do, so the model in some way has to learn and understand and kind of, like, discern what, which feedback is valuable and which feedback should be ignored.”
Dan Biderman Jul 13, 2026 ▶ 33:54 The AI Memory Problem: Why Long Context Isn’t Enough — Dan Biderman, Engram Co-founder & CEO
Jul 16, 2026 positive
Insight
Gomez-Bombarelli: False Positives Are Terrible for Humans but Great for AI
“False positives are terrible for human scientists, right? Because you go to try something. It doesn't work for the model. It's fantastic. It reduces uncertainty a lot. For the operator, it's kind of a bummer, right? Because you thought you were going to get so…”
Rafa Gomez-Bombarelli Jul 16, 2026 ▶ 20:34 🔬 RL with Verifiable Rewards, but the Verifier is a Lab — Lila Sciences
Aug 11, 2026 bullish
Insight
Patil: Generative models enable atom-level precise antibody epitope design
“And I think, like, one of the things that's really exciting about where we're getting to with some of these models is we can start to get that precise, right? Epitope, right? Meaning like binding spot, right? A very specific set of atoms to have the antibody g…”
Neil Patil Aug 11, 2026 ▶ 12:16 🔬They Thought the Model Was Broken — Matt McPartlon & Neil Patil, Chai Discovery
Aug 11, 2026 bullish
Assertion Not checkable as stated
McPartlon: AI models are nearing direct output of viable drug molecules
“We're kind of at the inflection point now. We're really seeing this internally at CHI, where the models are getting pretty close to, like, producing Molecules that could eventually, or like are very close to drugs.”
Matt McPartlon Aug 11, 2026 ▶ 48:31 🔬They Thought the Model Was Broken — Matt McPartlon & Neil Patil, Chai Discovery
Sep 7, 2026 bearish
Prediction Not checkable as stated
Slack predicts traditional CI's days are numbered due to AI
“Every time someone has said, oh, I don't trust the model to do X or Y. That doesn't last for that long. So it just feels like the days of CI as we know it are numbered”
Quinn Slack Sep 7, 2026 ▶ 25:51 Orbs: Shifting Coding to Cloud — Quinn Slack, Amp Code
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