Podcasts about AGI

This week, we discuss AI's impact on Stack Overflow, Docker's Hardened Images, and Nvidia buying Groq. Plus, thoughts on playing your own game and having fun. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) 554 (https://www.youtube.com/live/LQSxLbjvz3c?si=ao8f3hwxlCrmH1vX) Please complete the Software Defined Talk Listener Survey! (https://docs.google.com/forms/d/e/1FAIpQLSfl7eHWQJwu2tBLa-FjZqHG2nr6p_Z3zQI3Pp1EyNWQ8Fu-SA/viewform?usp=header) Runner-up Titles It's all brisket after that. Exploring Fun Should I go build a snow man? Pets Innersourcing Two books Michael Lewis should write. Article IV is foundational. Freedom is options. Rundown Stack Overflow is dead. (https://x.com/rohanpaul_ai/status/2008007012920209674?s=20) Hardened Images for Everyone (https://www.docker.com/blog/docker-hardened-images-for-every-developer/) Tanzu's Bitnami stuff does this too (https://blogs.vmware.com/tanzu/what-good-software-supply-chain-security-looks-like-for-highly-regulated-industries/). OpenAI OpenAI's New Fundraising Round Could Value Startup at as Much as $830 Billion (https://www.wsj.com/tech/ai/openais-new-fundraising-round-could-value-startup-at-a[…]4238&segment_id=212500&user_id=c5a514ba8b7d9a954711959a6031a3fa) OpenAI Reportedly Planning to Make ChatGPT "Prioritize" Advertisers in Conversation (https://futurism.com/artificial-intelligence/openai-chatgpt-sponsored-ads) OpenAI bets big on audio as Silicon Valley declares war on screens (https://techcrunch.com/2026/01/01/openai-bets-big-on-audio-as-silicon-valley-declares-war-on-screens/) Sam Altman says: He has zero percent interest in remaining OpenAI CEO, once (https://timesofindia.indiatimes.com/technology/tech-news/sam-altman-says-he-has-zero-percent-interest-remaining-openai-ceo-once-/articleshow/126350602.cms) Nvidia buying AI chip startup Groq's assets for about $20 billion in its largest deal on record (https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html) Relevant to your Interests Broadcom IT uses Tanzu Platform to host MCP Servers (https://news.broadcom.com/app-dev/broadcom-tanzu-platform-agentic-business-transformation). A Brief History Of The Spreadsheet (https://hackaday.com/2025/12/15/a-brief-history-of-the-spreadsheet/) Databricks is raising over $4 billion in Series L funding at a $134 billion (https://x.com/exec_sum/status/2000971604449485132?s=20) Amazon's big AGI reorg decoded by Corey Quinn (https://www.theregister.com/2025/12/17/jassy_taps_peter_desantis_to_run_agi/) “They burned millions but got nothing.” (https://automaton-media.com/en/news/japanese-game-font-services-aggressive-price-hike-could-be-result-of-parent-companys-alleged-ai-failu/) X sues to protect Twitter brand Musk has been trying to kill (https://www.theregister.com/2025/12/17/x_twitter_brand_lawsuit/) Mozilla's new CEO says AI is coming to Firefox, but will remain a choice | TechCrunch (https://techcrunch.com/2025/12/17/mozillas-new-ceo-says-ai-is-coming-to-firefox-but-will-remain-a-choice/) Why Oracle keeps sparking AI-bubble fears (https://www.axios.com/2025/12/18/ai-oracle-stock-blue-owl) What's next for Threads (https://sources.news/p/whats-next-for-threads) Salesforce Executives Say Trust in Large Language Models Has Declined (https://www.theinformation.com/articles/salesforce-executives-say-trust-generative-ai-declined?rc=giqjaz) Akamai Technologies Announces Acquisition of Function-as-a-Service Company Fermyon (https://www.akamai.com/newsroom/press-release/akamai-announces-acquisition-of-function-as-a-service-company-fermyon) Google Rolling Out Gmail Address Change Feature: Here Is How It Works (https://finance.yahoo.com/news/google-rolling-gmail-address-change-033112607.html) The Enshittifinancial Crisis (https://www.wheresyoured.at/the-enshittifinancial-crisis/) MongoBleed: Critical MongoDB Vulnerability CVE-2025-14847 | Wiz Blog (https://www.wiz.io/blog/mongobleed-cve-2025-14847-exploited-in-the-wild-mongodb) Softbank to buy data center firm DigitalBridge for $4 billion in AI push (https://www.cnbc.com/amp/2025/12/29/digitalbridge-shares-jump-on-report-softbank-in-talks-to-acquire-firm.html) The best tech announced at CES 2026 so far (https://www.theverge.com/tech/854159/ces-2026-best-tech-gadgets-smartphones-appliances-robots-tvs-ai-smart-home) Who's who at X, the deepfake porn site formerly known as Twitter (https://www.ft.com/content/ad94db4c-95a0-4c65-bd8d-3b43e1251091?accessToken=zwAGR7kzep9gkdOtlNtMlaBMZdO9jTtD4SUQkQ.MEYCIQCdZajuC9uga-d9b5Z1t0HI2BIcnkVoq98loextLRpCTgIhAPL3rW72aTHBNL_lS7s1ONpM2vBgNlBNHDBeGbHkPkZj&sharetype=gift&token=a7473827-0799-4064-9008-bf22b3c99711) Manus Joins Meta for Next Era of Innovation (https://manus.im/blog/manus-joins-meta-for-next-era-of-innovation) The WELL: State of the World 2026 with Bruce Sterling and Jon Lebkowsky (https://people.well.com/conf/inkwell.vue/topics/561/State-of-the-World-2026-with-Bru-page01.html) Virtual machines still run the world (https://cote.io/2026/01/07/virtual-machines-still-run-the.html) Databases in 2025: A Year in Review (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Chat Platform Discord Files Confidentially for IPO (https://www.bloomberg.com/news/articles/2026-01-06/chat-platform-discord-is-said-to-file-confidentially-for-ipo?embedded-checkout=true) The DRAM shortage explained: AI, rising prices, and what's next (https://www.techradar.com/pro/why-is-ram-so-expensive-right-now-its-more-complicated-than-you-think) Nonsense Palantir CEO buys monastery in Old Snowmass for $120 million (https://www.denverpost.com/2025/12/17/palantir-alex-karp-snowmass-monastery/amp/) H-E-B gives free groceries to all customers after registers glitch today in Burleson, Texas. (https://www.reddit.com/r/interestingasfuck/s/ZEcblg7atP) Conferences cfgmgmtcamp 2026 (https://cfgmgmtcamp.org/ghent2026/), February 2nd to 4th, Ghent, BE. Coté speaking - anyone interested in being a SDI guest? DevOpsDayLA at SCALE23x (https://www.socallinuxexpo.org/scale/23x), March 6th, Pasadena, CA Use code: DEVOP for 50% off. Devnexus 2026 (https://devnexus.com), March 4th to 6th, Atlanta, GA. Coté has a discount code, but he's not sure if he can give it out. He's asking! Send him a DM in the meantime. KubeCon EU, March 23rd to 26th, 2026 - Coté will be there on a media pass. Whole bunch of VMUGs, mostly in the US. The CFPs are open (https://app.sessionboard.com/submit/vmug-call-for-content-2026/ae1c7013-8b85-427c-9c21-7d35f8701bbe?utm_campaign=5766542-VMUG%20Voice&utm_medium=email&_hsenc=p2ANqtz-_YREN7dr6p3KSQPYkFSN5K85A-pIVYZ03ZhKZOV0O3t3h0XHdDHethhx5O8gBFguyT5mZ3n3q-ZnPKvjllFXYfWV3thg&_hsmi=393690000&utm_content=393685389&utm_source=hs_email), go speak at them! Coté speaking in Amsterdam. Amsterdam (March 17-19, 2026), Minneapolis (April 7-9, 2026), Toronto (May 12-14, 2026), Dallas (June 9-11, 2026), Orlando (October 20-22, 2026) SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Why Data Doesn't Always Win, with a Philosopher of Art (https://podcasts.apple.com/us/podcast/the-points-you-shouldnt-score-a-new-years-resolution/id1685093486?i=1000743950053) (Apple Podcasts) Why Data Doesn't Always Win, with a Philosopher of Art (https://www.youtube.com/watch?v=7AdbePyGS2M&list=RD7AdbePyGS2M&start_radio=1) (YouTube) Coté: “Databases in 2025: A Year in Review.” (https://www.cs.cmu.edu/~pavlo/blog/2026/01/2025-databases-retrospective.html) Photo Credits Header (https://unsplash.com/photos/red-and-black-love-neon-light-signage-igJrA98cf4A)

Preston and Seb unpack AI's implications for safety, governance, and economics. They debate AGI risks, corporate centralization, Bitcoin's regulatory role, and Elon Musk's ventures in space and autonomous tech. IN THIS EPISODE YOU'LL LEARN: 00:00:00 - Intro 00:04:37 – Why AI safety and autonomy are increasingly at odds00:11:30 – How AGI could reshape governance and policy-making00:07:40 – Preston's skepticism about AI self-preservation claims00:15:18 – The unintended consequences of AI regulation00:22:15 – How Bitcoin could hold corporations accountable00:20:10 – The dangers of centralizing economic power via AI00:34:45 – Why generalist thinking matters in a post-pandemic world00:37:20 – The role of curiosity and deep reading in future-proofing00:41:59 – How SpaceX is redefining launch economics with reusable rockets00:57:41 – The hidden potential of Tesla's AI chips and compute power Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Clip 1: AI Expert: We Have 2 Years Before Everything Changes! We Need To Start Protesting! with Tristan Harris. Clip 2: Marc Andreessen explains the future belongs to generalists in the AI era. Clip 3: Elon Musk on the Future of SpaceX & Mars. Official Website: Seb Bunney. Seb's book: The Hidden Cost of Money. Related ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠books⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ mentioned in the podcast. Ad-free episodes on our⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Join the exclusive ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Mastermind Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bitcoin Fundamentals Starter Packs⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try our tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance Tool⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. SPONSORS Support our free podcast by supporting our ⁠sponsors⁠: HardBlock Human Rights Foundation Masterworks Linkedin Talent Solutions Simple Mining Plus500 Netsuite Fundrise References to any third-party products, services, or advertisers do not constitute endorsements, and The Investor's Podcast Network is not responsible for any claims made by them. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

Andy Mills, creator of The Last Invention podcast, explores I.J. Good's 1965 concept of an "intelligence explosion"—and explains why "AGI" is a deceptively harmless term for a world-changing event. The central problem? Modern AI acts like a black box, often producing results that shock even its designers with no clear explanation of how they got there. Plus: A rebuttal to "spheres of influence" thinking, and why carving up the world is a bad strategy. Produced by Corey Wara | Coordinated by Lya Yanne | Video and Social Media by Geoff Craig Do you have questions or comments, or just want to say hello? Email us at ⁠⁠⁠⁠thegist@mikepesca.com For full Pesca content and updates, check out our website at https://www.mikepesca.com/ ⁠⁠⁠⁠⁠⁠⁠⁠ For ad-free content or to become a Pesca Plus subscriber, check out ⁠⁠⁠⁠https://subscribe.mikepesca.com/ For Mike's daily takes on Substack, subscribe to The Gist List https://mikepesca.substack.com/ Follow us on Social Media:⁠⁠⁠⁠ YouTube https://www.youtube.com/channel/UC4_bh0wHgk2YfpKf4rg40_g⁠⁠⁠⁠ Instagram https://www.instagram.com/pescagist/ X https://x.com/pescami TikTok https://www.tiktok.com/@pescagist To advertise on the show, contact ⁠⁠⁠⁠ad-sales@libsyn.com⁠⁠⁠⁠ or visit ⁠⁠⁠⁠https://advertising.libsyn.com/TheGist    

Imagine an AI that doesn't just output answers — it remembers, adapts, and reasons over time like a living system. In this episode of The Neuron, Corey Noles and Grant Harvey sit down with Zuzanna Stamirowska, CEO & Cofounder of Pathway, to break down the world's first post-Transformer frontier model: BDH — the Dragon Hatchling architecture.Zuzanna explains why current language models are stuck in a “Groundhog Day” loop — waking up with no memory — and how Pathway's architecture introduces true temporal reasoning and continual learning. We explore:• Why Transformers lack real memory and time awareness • How BDH uses brain-like neurons, synapses, and emergent structure • How models can “get bored,” adapt, and strengthen connections • Why Pathway sees reasoning — not language — as the core of intelligence • How BDH enables infinite context, live learning, and interpretability • Why gluing two trained models together actually works in BDH • The path to AGI through generalization, not scaling • Real-world early adopters (Formula 1, NATO, French Postal Service) • Safety, reversibility, checkpointing, and building predictable behavior • Why this architecture could power the next era of scientific innovationFrom brain-inspired message passing to emergent neural structures that literally appear during training, this is one of the most ambitious rethinks of AI architecture since Transformers themselves.If you want a window into what comes after LLMs, this interview is essential.Subscribe to The Neuron newsletter for more interviews with the leaders shaping the future of work and AI: https://theneuron.ai

Are you navigating a major life transition, especially in midlife, and struggling with uncertainty, identity shifts, or unmet expectations?In this heartfelt and deeply insightful episode, Hans Wilhelm returns to explore the spiritual perspective on transitions, especially during midlife. If you're facing change and feel lost without a clear direction, this conversation offers both comfort and guidance. Whether you're leaving a long-held career or questioning your next move, Hans shares timeless wisdom that helps you reconnect with your inner joy and higher self.Discover how following your inner joy can become your most reliable compass through uncertainty.Learn why unmet expectations create suffering—and how to reframe them to regain emotional freedom.Embrace practical techniques to shift from self-pity to empowerment and align with your soul's purpose.Tune in now to uncover how life transitions can become profound spiritual awakenings when you listen to your inner guidance.˚KEY POINTS AND TIMESTAMPS:00:00 - Introduction, podcast mission and welcoming Hans Wilhelm02:11 - Setting the theme: midlife transitions and lack of clarity04:11 - Following inner joy as guidance from the higher self11:57 - Joy as a beacon and introducing expectations13:50 - Turning painful expectations into preferences and trusting life's plan20:29 - Escaping victimhood: silver linings and the three-positives practice25:41 - Midlife transitions and loosening the grip of old identities28:16 - Gratitude for past careers and letting go of professional labels35:06 - Service as the highest form of love and purpose in later life39:07 - Karma, everyday service, and closing reflections on gratitude˚MEMORABLE QUOTE:"Unfulfilled expectations are the basis of all our physical pain, our mental pain, anything that doesn't work the way we expect it to.”"˚VALUABLE RESOURCES:First conversation with Hans Wilhelm: https://personaldevelopmentmasterypodcast.com/520˚Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚Conversations and insights on career transition, career clarity, midlife career change and career pivots for midlife professionals, including second careers, new ventures, leaving a long-term career with confidence, better decision-making, and creating purposeful, meaningful work.˚Support the showCareer transition and career clarity podcast content for midlife professionals in career transition, navigating a midlife career change, career pivot or second career, starting a new venture or leaving a long-term career. Discover practical tools for career clarity, confident decision-making, rebuilding self belief and confidence, finding purpose and meaning in work, designing a purposeful, fulfilling next chapter, and creating meaningful work that fits who you are now. Episodes explore personal development and mindset for midlife professionals, including how to manage uncertainty and pressure, overcome fear and self-doubt, clarify your direction, plan your next steps, and turn your experience into a new role, business or vocation that feels aligned. To support the show, click here.

Will 2026 be the year of the ultimate industry reckoning or a digital renaissance? Hosts Chris and Daniel are joined by guests James Blevins and Erick Geisler for a deep dive into the "mild, medium, and spicy" predictions that will define the next year. As the dust settles on early AI experiments, the group moves past the "Will Smith eating spaghetti" era of novelty to discuss the professionalization of tools, the massive consolidation of legacy studios, and the survival of the traditional theatrical experience. The conversation pushes boundaries, exploring everything from the rise of personal AI creative agents to the outlandish possibility of data centers orbiting in space. By examining the potential collapse of current tech giants alongside the emergence of AGI, the panel maps out a world where the lines between science, religion, and storytelling are permanently blurred. This episode isn't just a look at what's coming, it's a high-stakes debate on who will lead the charge in the collision of Hollywood and high-tech. Netflix's Acquisition of Warner Bros. Discovery > Flawless AI: DeepEditor & Ethical Reshoots > Starcloud: The First NVIDIA-Powered Space Data Center > NantWorks: Converging Biotech and AI >   This episode is sponsored by: Center Grid Virtual Studio Kitbash 3D (Use promocode "cggarage" for 10% off)  

Ryan Kidd, Co-Executive Director of MATS, shares an inside view of the AI safety field and the world's largest AI safety research talent pipeline. PSA for AI builders: Interested in alignment, governance, or AI safety? Learn more about the MATS Summer 2026 Fellowship and submit your name to be notified when applications open: https://matsprogram.org/s26-tcr. He discusses AGI timelines, the blurred line between safety and capabilities work, and why expert disagreement remains so high. In the second half, Ryan breaks down MATS' research archetypes, what top AI safety organizations are looking for, and how applicants can stand out with the right projects, skills, and career strategy. Sponsors: Tasklet: Tasklet is an AI agent that automates your work 24/7; just describe what you want in plain English and it gets the job done. Try it for free and use code COGREV for 50% off your first month at https://tasklet.ai Agents of Scale: Agents of Scale is a podcast from Zapier CEO Wade Foster, featuring conversations with C-suite leaders who are leading AI transformation. Subscribe to the show wherever you get your podcasts Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive CHAPTERS: (00:00) About the Episode (03:50) MATS mission, AGI timelines (13:43) Evaluating current AI safety (Part 1) (13:48) Sponsor: Tasklet (14:59) Evaluating current AI safety (Part 2) (Part 1) (28:11) Sponsors: Agents of Scale | Shopify (30:58) Evaluating current AI safety (Part 2) (Part 2) (30:59) Safety research versus capabilities (40:01) Frontier labs, deployment, governance (51:51) MATS tracks and governance (01:04:11) Research archetypes and tooling (01:12:25) Labor market and careers (01:20:09) Applicant selection and preparation (01:29:33) Admissions, salaries, and compute (01:40:34) Future programs and paradigms (01:54:11) Outro PRODUCED BY: https://aipodcast.ing SOCIAL LINKS: Website: https://www.cognitiverevolution.ai Twitter (Podcast): https://x.com/cogrev_podcast Twitter (Nathan): https://x.com/labenz LinkedIn: https://linkedin.com/in/nathanlabenz/ Youtube: https://youtube.com/@CognitiveRevolutionPodcast Apple: https://podcasts.apple.com/de/podcast/the-cognitive-revolution-ai-builders-researchers-and/id1669813431 Spotify: https://open.spotify.com/show/6yHyok3M3BjqzR0VB5MSyk

FOUNDING OPENAI Colleague Keach Hagey, The Optimist. In 2016, Sam Altman, Greg Brockman, and Ilya Sutskever founded OpenAI as a nonprofit research lab to develop safe artificial general intelligence (AGI). Backed by investors like Elon Musk and Peter Thiel, the organization aimed to be a counterweight to Google's DeepMind, which was driven by profit. The team relied on massive computing power provided by GPUs—originally designed for video games—to train neural networks, recruiting top talent like Sutskever to lead their scientific efforts. NUMBER 13 1955

THE BLIP AND THE FUTURE Colleague Keach Hagey, The Optimist. The viral success of ChatGPT shifted OpenAI's focus from safety to commercialization, despite early internal warnings about the existential risks of AGI. Tensions over safety and Altman's management style led to a "blip" where the nonprofit board fired him, only for him to be quickly reinstated due to employee loyalty. Elon Musk, having lost a power struggle for control of the organization, severed ties, leaving Altman to lead the race toward AGI. NUMBER 16 FEBRUARY 1955

SHOW 12-2-2026 THE SHOW BEGIJS WITH DOUBTS ABOUT AI --  a useful invetion that can match the excitement of the first decades of Photography. November 1955 NADAR'S BALLOON AND THE BIRTH OF PHOTOGRAPHY Colleague Anika Burgess, Flashes of Brilliance. In 1863, the photographer Nadar undertook a perilous ascent in a giant balloon to fund experiments for heavier-than-air flight, illustrating the adventurous spirit required of early photographers. This era began with Daguerre's 1839 introduction of the daguerreotype, a process involving highly dangerous chemicals like mercury and iodine to create unique, mirror-like images on copper plates. Pioneers risked their lives using explosive materials to capture reality with unprecedented clarity and permanence. NUMBER 1 PHOTOGRAPHING THE MOON AND SEA Colleague Anika Burgess, Flashes of Brilliance. Early photography expanded scientific understanding, allowing humanity to visualize the inaccessible. James Nasmyth produced realistic images of the moon by photographing plaster models based on telescope observations, aiming to prove its volcanic nature. Simultaneously, Louis Boutan spent a decade perfecting underwater photography, capturing divers in hard-hat helmets. These efforts demonstrated that photography could be a tool for scientific analysis and discovery, revealing details of the natural world previously hidden from the human eye. NUMBER 2 SOCIAL JUSTICE AND NATURE CONSERVATION Colleague Anika Burgess, Flashes of Brilliance. Photography became a powerful agent for social and environmental change. Jacob Riis utilized dangerous flash powder to document the squalid conditions of Manhattan tenements, exposing poverty to the public in How the Other Half Lives. While his methods raised consent issues, they illuminated grim realities. Conversely, Carleton Watkins hauled massive equipment into the wilderness to photograph Yosemite; his majestic images influenced legislation signed by Lincoln to protect the land, proving photography's political impact. NUMBER 3 X-RAYS, SURVEILLANCE, AND MOTION Colleague Anika Burgess, Flashes of Brilliance. The discovery of X-rays in 1895 sparked a "new photography" craze, though the radiation caused severe injuries to early practitioners and subjects. Photography also entered the realm of surveillance; British authorities used hidden cameras to photograph suffragettes, while doctors documented asylum patients without consent. Finally, Eadweard Muybridge's experiments captured horses in motion, settling debates about locomotion and laying the technical groundwork for the future development of motion pictures. NUMBER 4 THE AWAKENING OF CHINA'S ECONOMY Colleague Anne Stevenson-Yang, Wild Ride. Returning to China in 1994, the author witnessed a transformation from the destitute, Maoist uniformity of 1985 to a budding export economy. In the earlier era, workers slept on desks and lacked basic goods, but Deng Xiaoping's realization that the state needed hard currency prompted reforms. Deng established Special Economic Zones like Shenzhen to generate foreign capital while attempting to isolate the population from foreign influence, marking the start of China's export boom. NUMBER 5 RED CAPITALISTS AND SMUGGLERS Colleague Anne Stevenson-Yang, Wild Ride. Following the 1989 Tiananmen crackdown, China reopened to investment in 1992, giving rise to "red capitalists"—often the children of party officials who traded political access for equity. As the central government lost control over local corruption and smuggling rings, it launched "Golden Projects" to digitize and centralize authority over customs and taxes. To avert a banking collapse in 1998, the state created asset management companies to absorb bad loans, effectively rolling over massive debt. NUMBER 6 GHOST CITIES AND THE STIMULUS TRAP Colleague Anne Stevenson-Yang, Wild Ride. China's growth model shifted toward massive infrastructure spending, resulting in "ghost cities" and replica Western towns built to inflate GDP rather than house people. This "Potemkin culture" peaked during the 2008 Olympics, where facades were painted to impress foreigners. To counter the global financial crisis, Beijing flooded the economy with loans, fueling a real estate bubble that consumed more cement in three years than the US did in a century, creating unsustainable debt. NUMBER 7 STAGNATION UNDER SURVEILLANCE Colleague Anne Stevenson-Yang, Wild Ride. The severe lockdowns of the COVID-19 pandemic shattered consumer confidence, leaving citizens insecure and unwilling to spend, which stalled economic recovery. Local governments, cut off from credit and burdened by debt, struggle to provide basic services. Faced with economic stagnation, Xi Jinping has rejected market liberalization in favor of increased surveillance and control, prioritizing regime security over resolving the structural debt crisis or restoring the dynamism of previous decades. NUMBER 8 FAMINE AND FLIGHT TO FREEDOM Colleague Mark Clifford, The Troublemaker. Jimmy Lai was born into a wealthy family that lost everything to the Communist revolution, forcing his father to flee to Hong Kong while his mother endured labor camps. Left behind, Lai survived as a child laborer during a devastating famine where he was perpetually hungry. A chance encounter with a traveler who gave him a chocolate bar inspired him to escape to Hong Kong, the "land of chocolate," stowing away on a boat at age twelve. NUMBER 9 THE FACTORY GUY Colleague Mark Clifford, The Troublemaker. By 1975, Jimmy Lai had risen from a child laborer to a factory owner, purchasing a bankrupt garment facility using stock market profits. Despite being a primary school dropout who learned English from a dictionary, Lai succeeded through relentless work and charm. He capitalized on the boom in American retail sourcing, winning orders from Kmart by producing samples overnight and eventually building Comitex into a leading sweater manufacturer, embodying the Hong Kong dream. NUMBER 10 CONSCIENCE AND CONVERSION Colleague Mark Clifford, The Troublemaker. The 1989 Tiananmen Squaremassacre radicalized Lai, who transitioned from textiles to media, founding Next magazine and Apple Daily to champion democracy. Realizing the brutality of the Chinese Communist Party, he used his wealth to support the student movement and expose regime corruption. As the 1997 handover approached, Lai converted to Catholicism, influenced by his wife and pro-democracy peers, seeking spiritual protection and a moral anchor against the coming political storm. NUMBER 11 PRISON AND LAWFARE Colleague Mark Clifford, The Troublemaker. Following the 2020 National Security Law, authorities raided Apple Daily, froze its assets, and arrested Lai, forcing the newspaper to close. Despite having the means to flee, Lai chose to stay and face imprisonment as a testament to his principles. Now held in solitary confinement, he is subjected to "lawfare"—sham legal proceedings designed to silence him—while he spends his time sketching religious images, remaining a symbol of resistance against Beijing's tyranny. NUMBER 12 FOUNDING OPENAI Colleague Keach Hagey, The Optimist. In 2016, Sam Altman, Greg Brockman, and Ilya Sutskever founded OpenAI as a nonprofit research lab to develop safe artificial general intelligence (AGI). Backed by investors like Elon Musk and Peter Thiel, the organization aimed to be a counterweight to Google's DeepMind, which was driven by profit. The team relied on massive computing power provided by GPUs—originally designed for video games—to train neural networks, recruiting top talent like Sutskever to lead their scientific efforts. NUMBER 13 THE ROOTS OF AMBITION Colleague Keach Hagey, The Optimist. Sam Altman grew up in St. Louis, the son of an idealistic developer and a driven dermatologist mother who instilled ambition and resilience in her children. Altmanattended the progressive John Burroughs School, where his intellect and charisma flourished, allowing him to connect with people on any topic. Though he was a tech enthusiast, his ability to charm others defined him early on, foreshadowing his future as a master persuader in Silicon Valley. NUMBER 14 SILICON VALLEY KINGMAKER Colleague Keach Hagey, The Optimist. At Stanford, Altman co-founded Loopt, a location-sharing app that won him a meeting with Steve Jobs and a spot in the App Store launch. While Loopt was not a commercial success, the experience taught Altman that his true talent lay in investing and spotting future trends rather than coding. He eventually succeeded Paul Graham as president of Y Combinator, becoming a powerful figure in Silicon Valley who could convince skeptics like Peter Thiel to back his visions. NUMBER 15 THE BLIP AND THE FUTURE Colleague Keach Hagey, The Optimist. The viral success of ChatGPT shifted OpenAI's focus from safety to commercialization, despite early internal warnings about the existential risks of AGI. Tensions over safety and Altman's management style led to a "blip" where the nonprofit board fired him, only for him to be quickly reinstated due to employee loyalty. Elon Musk, having lost a power struggle for control of the organization, severed ties, leaving Altman to lead the race toward AGI. NUMBER 16

In this episode of the Crazy Wisdom podcast, host Stewart Alsop interviews Marcin Dymczyk, CPO and co-founder of SevenSense Robotics, exploring the fascinating world of advanced robotics and AI. Their conversation covers the evolution from traditional "standard" robotics with predetermined pathways to advanced robotics that incorporates perception, reasoning, and adaptability - essentially the AGI of physical robotics. Dymczyk explains how his company builds "the eyes and brains of mobile robots" using camera-based autonomy algorithms, drawing parallels between robot sensing systems and human vision, inner ear balance, and proprioception. The discussion ranges from the technical challenges of sensor fusion and world models to broader topics including robotics regulation across different countries, the role of federalism in innovation, and how recent geopolitical changes are driving localized high-tech development, particularly in defense applications. They also touch on the democratization of robotics for small businesses and the philosophical implications of increasingly sophisticated AI systems operating in physical environments. To learn more about SevenSense, visit www.sevensense.ai.Check out this GPT we trained on the conversationTimestamps00:00 Introduction to Robotics and Personal Journey05:27 The Evolution of Robotics: From Standard to Advanced09:56 The Future of Robotics: AI and Automation12:09 The Role of Edge Computing in Robotics17:40 FPGA and AI: The Future of Robotics Processing21:54 Sensing the World: How Robots Perceive Their Environment29:01 Learning from the Physical World: Insights from Robotics33:21 The Intersection of Robotics and Manufacturing35:01 Journey into Robotics: Education and Passion36:41 Practical Robotics Projects for Beginners39:06 Understanding Particle Filters in Robotics40:37 World Models: The Future of AI and Robotics41:51 The Black Box Dilemma in AI and Robotics44:27 Safety and Interpretability in Autonomous Systems49:16 Regulatory Challenges in Robotics and AI51:19 Global Perspectives on Robotics Regulation54:43 The Future of Robotics in Emerging Markets57:38 The Role of Engineers in Modern WarfareKey Insights1. Advanced robotics transcends traditional programming through perception and intelligence. Dymczyk distinguishes between standard robotics that follows rigid, predefined pathways and advanced robotics that incorporates perception and reasoning. This evolution enables robots to make autonomous decisions about navigation and task execution, similar to how humans adapt to unexpected situations rather than following predetermined scripts.2. Camera-based sensing systems mirror human biological navigation. SevenSense Robotics builds "eyes and brains" for mobile robots using multiple cameras (up to eight), IMUs (accelerometers/gyroscopes), and wheel encoders that parallel human vision, inner ear balance, and proprioception. This redundant sensing approach allows robots to navigate even when one system fails, such as operating in dark environments where visual sensors are compromised.3. Edge computing dominates industrial robotics due to connectivity and security constraints. Many industrial applications operate in environments with poor connectivity (like underground grocery stores) or require on-premise solutions for confidentiality. This necessitates powerful local processing capabilities rather than cloud-dependent AI, particularly in automotive factories where data security about new models is paramount.4. Safety regulations create mandatory "kill switches" that bypass AI decision-making. European and US regulatory bodies require deterministic safety systems that can instantly stop robots regardless of AI reasoning. These systems operate like human reflexes, providing immediate responses to obstacles while the main AI brain handles complex navigation and planning tasks.5. Modern robotics development benefits from increasingly affordable optical sensors. The democratization of 3D cameras, laser range finders, and miniature range measurement chips (costing just a few dollars from distributors like DigiKey) enables rapid prototyping and innovation that was previously limited to well-funded research institutions.6. Geopolitical shifts are driving localized high-tech development, particularly in defense applications. The changing role of US global leadership and lessons from Ukraine's drone warfare are motivating countries like Poland to develop indigenous robotics capabilities. Small engineering teams can now create battlefield-effective technology using consumer drones equipped with advanced sensors.7. The future of robotics lies in natural language programming for non-experts. Dymczyk envisions a transformation where small business owners can instruct robots using conversational language rather than complex programming, similar to how AI coding assistants now enable non-programmers to build applications through natural language prompts.

OpenAI seeks safety superman offering $555K+ total comp for Head of Safety leadership. Candidate must pioneer techniques countering deception in advanced systems. Record package underscores urgency of alignment before AGI arrival.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

If you are in a midlife transition and still finding yourself second guessing every step, you might be stuck waiting for the “right” answer before you move.In this personal reflection, I share what I have seen in my own journey and in the people I work with: how easy it is, once you have left the old structure, to start treating every decision in your new chapter like an exam you can pass or fail. We look at why that old way of deciding made sense in your previous career, and why it quietly keeps you frozen now, even though you have already done the brave thing and stepped into change.You will hear a simple mindset shift that turns decisions from pressure-filled tests into chances to build self trust.You will get three practical tools to help you treat your choices as experiments instead of life sentences.And you will start building your own evidence that you can handle what comes next, so you feel less afraid of “getting it wrong” and more grounded in who you are becoming.Press play to sit with me for a few minutes, and learn how to move from chasing certainty to trusting your ability to respond with clarity, courage, and self respect in this next chapter of your life and work.˚VALUABLE RESOURCES:Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚Conversations and insights on career transition, career clarity, midlife career change and career pivots for midlife professionals, including second careers, new ventures, leaving a long-term career with confidence, better decision-making, and creating purposeful, meaningful work.˚Support the showCareer transition and career clarity podcast content for midlife professionals in career transition, navigating a midlife career change, career pivot or second career, starting a new venture or leaving a long-term career. Discover practical tools for career clarity, confident decision-making, rebuilding self belief and confidence, finding purpose and meaning in work, designing a purposeful, fulfilling next chapter, and creating meaningful work that fits who you are now. Episodes explore personal development and mindset for midlife professionals, including how to manage uncertainty and pressure, overcome fear and self-doubt, clarify your direction, plan your next steps, and turn your experience into a new role, business or vocation that feels aligned. To support the show, click here.

In this final episode of 2025, Drew Brucker and Rory Flynn zoom out to dissect what actually mattered this year across Midjourney, Nano Banana Pro, ChatGPT Image 1.5, Weavy, video models, workflows, and the uncomfortable truth about how fast all of this is moving.They unpack the real inflection points no one labeled at the time. Why March quietly changed everything. Why Nano Banana Pro rewired image editing expectations. Why Veo 3 reset video. Why Midjourney still feels magicalWhy workflows (not models) are becoming the real creative advantage.Along the way, they spiral into mood boards, personalization hacks, node-based systems, AI video limitations, why Hollywood feels creatively bankrupt, how Grok quietly became a research weapon, and why Midjourney's next move might determine whether it stays an artist's playground or becomes a professional tool.It's opinionated. It's nerdy. It's honest. It's occasionally unhinged.And it's the clearest snapshot of where AI creativity actually stands heading into 2026.If you're trying to keep up, slow down, or figure out where to place your bets next year, this episode is your unfair advantage.---⏱️ Midjourney Fast Hour00:00 – Episode 60 kickoff and end-of-year reflections01:50 – From niche experiment to mainstream behavior04:00 – AI finally reaches non-technical families06:18 – Why working solo in AI can feel isolating09:03 – Music, creativity, and early signs of AI music adoption11:02 – How fast AI actually shipped in 202512:14 – 100+ major releases and why that number matters13:01 – The real start of image editing workflows14:46 – March 2025 was the quiet inflection point16:06 – Multi-modal chat changed prompting forever19:20 – Veo 3 and why video suddenly jumped ahead21:41 – Why Google quietly dominated 202523:00 – Why hype cycles now last 48 hours23:51 – Nano Banana Pro and precision image control26:02 – Grok as a real-time research engine27:49 – Why physics in AI video finally started working29:12 – Nodes, workflows, and why visualization matters30:26 – Why Nano Banana Pro felt like “AGI for images”31:26 – Will 2026 move even faster?32:25 – Release cadence, VC pressure, and reality checks34:03 – Images vs video: who's actually ahead36:18 – Why Grok might be the sleeper winner38:36 – Data, platforms, and why distribution matters41:28 – Consolidation and acquisitions are coming44:14 – What Midjourney must do next45:23 – Image editing as the make-or-break feature48:43 – Workflow fatigue and creative burnout52:50 – Personalization, mood boards, and creative joy56:44 – Why mood boards drove the best work of 202559:12 – Personalization profiles vs mood boards01:00:43 – Why Midjourney still feels different01:02:27 – Scale, permutations, and professional use cases01:06:36 – Resolution, editing, and real production constraints01:10:22 – Why small failures still matter01:13:00 – Hollywood, creativity, and AI backlash01:17:17 – Why creators beat platforms01:22:25 – Audio and voice as the next bottleneck01:23:55 – Constraint-driven prompting in 202601:30:14 – Looking back at January vs now01:38:23 – Final predictions and advice for 202601:42:34 – Season two wrap and sign-off

Meta's $2 billion coup lands China's Manus, diffusion optimization leaders. Manus researchers accelerate Llama multimodal roadmap immediately. Acquisition underscores global AGI talent scramble.Get the top 40+ AI Models for $20 at AI Box: ⁠⁠https://aibox.aiAI Chat YouTube Channel: https://www.youtube.com/@JaedenSchaferJoin my AI Hustle Community: https://www.skool.com/aihustleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Thank you to our sponsor, Mantle!Mantle is launching the Global Hackathon 2025 to accelerate the future of Real-World Assets. With a $150k prize pool, backing from a $4B treasury, and direct access to Bybit's 7M+ users, this is the ultimate ecosystem for builders. Sign up here! In this year-end Bits + Bips roundtable, hosts Austin Campbell and Chris Perkins are joined by John D'Agostino, Head of Strategy at Coinbase Institutional, for a wide-ranging and often contentious look at what 2026 may hold for crypto. They debate whether a major global brand will launch its own stablecoin, whether altcoins are structurally doomed—or secretly set up for a Wall Street–driven resurgence—and whether a major crypto hack is coming. The conversation also explores how tokens accrue value and whether there will be a new M&A trend that'll reshape the industry as we know it. Plus: don't miss what they have to say about NFTs, financial nihilism, and whether we'll see all-time highs for bitcoin in 2026. Hosts: Ram Ahluwalia, CFA, CEO and Founder of Lumida Austin Campbell, NYU Stern professor and Founder of Zero Knowledge Consulting Christopher Perkins, Managing Partner and President of CoinFund Guest: John D'Agostino, Head of Strategy for Coinbase Institutional Timestamps

In this Ideas Lab episode, Kevin Coldiron speaks with venture capitalist and former founder Aubrie Pagano about what stands between today's AI hype and a truly transformative AGI economy. Rather than treating AI as destiny, Aubrie maps the frictions that hold it back: hard power limits, fragile industrial data, and agents that still cannot coordinate with humans or each other. She explains why we may be a full capital cycle or two away from real AGI and why that delay is precisely where the best opportunities lie. The conversation then widens into the “Aquarius Economy,” a possible future in which human agency, not algorithms, becomes the scarcest and most valuable asset.-----50 YEARS OF TREND FOLLOWING BOOK AND BEHIND-THE-SCENES VIDEO FOR ACCREDITED INVESTORS - CLICK HERE-----Follow Niels on Twitter, LinkedIn, YouTube or via the TTU website.IT's TRUE ? – most CIO's read 50+ books each year – get your FREE copy of the Ultimate Guide to the Best Investment Books ever written here.And you can get a free copy of my latest book “Ten Reasons to Add Trend Following to Your Portfolio” here.Learn more about the Trend Barometer here.Send your questions to info@toptradersunplugged.comAnd please share this episode with a like-minded friend and leave an honest Rating & Review on iTunes or Spotify so more people can discover the podcast.Follow Kevin on SubStack & read his Book.Follow Aubrie on LinkedIn.Episode TimeStamps: 00:00 - Why agent coordination is still clunky and unreliable00:38 - Intro to Top Traders Unplugged and performance risk framing01:34 - Kevin sets up the Ideas Lab and today's focus on AGI02:59 - Aubrie's background as founder, researcher and VC shaping her lens06:04 - Why she wrote about AGI and the Aquarius Economy07:21 - AGI as the last cycle built on labor scarcity10:41 - The blockers framework and why AGI may be a cycle or two away12:58 - Blocker...

The Santa era may have ended for the Ziegler's, some lessons from the Reiner murders, more MAGA Housewives, the Epstein myth, a citizen journal in Minnesota, Tiger at 50, will AI reach AGI and "that which does not kill us makes us stronger.Become a supporter of this podcast: https://www.spreaker.com/podcast/the-death-of-journalism--5691723/support.

In this episode I talk with Jarrett Yew about his 10-year programming journey, early freelancing failures, working with difficult clients, and we go deep on AGI, neuroscience, spatial reasoning in language, and David Deutsch's theories on perception.Links:Jarrett Yew on LinkedInjarrettyew.comNonsense Monthly

This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we're still early in the cycle, and how a market-first lens shapes his approach to investing.They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how a16z evolved from a small generalist firm into a specialized organization, the growing role of open-source models, and why Martin believes AGI debates often obscure more meaningful questions about how technology actually creates value. Resources:Follow Mario GabrieleX: https://x.com/mariogabrielehttps://www.generalist.com/Follow Martin Casado:LinkedIn: https://www.linkedin.com/in/martincasado/X: https://x.com/martin_casadoThe Generalist Substack: https://www.generalist.com/The Generalist on YouTube: https://www.youtube.com/@TheGeneralistPodcastSpotify: https://open.spotify.com/show/6mHuHe0Tj6XVxpgaw4WsJVApple: https://podcasts.apple.com/us/podcast/the-generalist/id1805868710 Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://x.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

New @greenpillnet pod out today!

Shelly Palmer has spent 45 years watching technology reshape every industry—from writing news themes for CBS to consulting with every major media company on AI strategy. On this year-end recap, he cuts through the noise with one devastating observation: 2025 was the year everyone talked about AI while almost nobody actually used it. Executives shook their heads knowingly in meetings, pontificated about capabilities the models don't yet have, and parroted nonsense they read from other people who knew nothing. But when you asked one innocent question, they crumbled.In the News: CES 2026 shapes up with Nvidia sponsoring two full days of AI training. Samsung is skipping the main floor for a massive offsite activation. Sony brings no electronics—only Honda's experimental vehicles. The TCL and Chinese companies' presence hinges on tariff policy. The innovation series breakfast that Shelly runs is becoming an official CES event after a decade of independence.The conversation spirals into deeper territory: $3 trillion in government money is stacked behind AI development. The U.S. explicitly states it must beat China to AGI—making this the Manhattan Project of our lifetime. Shelly walks through what he's seen in successful companies (leadership using the tech, paid "Tech Tuesdays" for AI experiments, cross-discipline teams with SecOps and legal at the table) versus the chaos of places with no process. He breaks down what's real—drone warfare, cybersecurity applications, robotics—versus what's hot air. And he makes a case that won't be killed by AI itself, but by militarized applications and the geopolitical arms race we're already in.5 Key Takeaways from Shelly:Leadership belief and hands-on use are non-negotiable. Companies winning with AI have senior leaders who actually use the technology. When the CEO walks into an LT meeting saying "I built this agent over the weekend," everyone else starts experimenting too.The recipe for AI success has three ingredients: leadership belief, paid time to experiment (Tech Tuesdays/Thursdays with real budgets), and cross-discipline teams (SecOps, legal, compliance, risk) paving the way. Chaos erupts without this structure.You cannot build a point of view on AI from reading blogs or watching YouTubers. Pick a personal project you care about, go hands-on with a model (Claude, Gemini, GPT), and complete it from beginning to end. Only lived experience grounds your understanding.AI parallelizes with web 1.0: In 1998, you had to hand-code HTML, build databases manually, write raw JavaScript. Today you can vibe code a site in 90 seconds. AI will eventually reach "spin me up an expert that does X" without asking questions—we're not there yet, but it's inevitable.It's both bubble and Manhattan Project. Some valuations are insane and will burst. But military applications, cyber warfare, drone control, robotics—those aren't going anywhere. The government won't back off. Both outcomes happen simultaneously.This episode is brought to you by Zappar, creators of Mattercraft—the leading visual development environment for building immersive 3D web experiences for mobile headsets and desktop. Mattercraft combines game engine power with web flexibility and features an AI assistant to help you design, code, and debug in real time in your browser. Build smarter at mattercraft.io.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

There's a new definition of artificial general intelligence in town, and unsurprisingly... it's bad! Alex and Emily rip up the tissue-paper-thin premises behind this latest attempt to define "intelligence." Plus, we discover that AI hypers love using logos that look like buttholes.References:"A Definition of AGI" landing page and paper-shaped objectFresh AI Hell:"What If Sea Monkeys Constantly, Sometimes Dangerously, Bullshitted People"Doctronic, the "AI doctor"NIST reports companies cheat on "AI" evaluations"Microsoft Lowers Sales Staff's Growth Targets For Newer AI Software""PEN Guild wins landmark arbitration on AI protections""AI" assistant pop-up whack-a-moleCheck out future streams on Twitch. Meanwhile, send us any AI Hell you see.Our book, 'The AI Con,' is out now! Get your copy now.Subscribe to our newsletter via Buttondown. Follow us!Emily Bluesky: emilymbender.bsky.social Mastodon: dair-community.social/@EmilyMBender Alex Bluesky: alexhanna.bsky.social Mastodon: dair-community.social/@alex Twitter: @alexhanna Music by Toby Menon.Artwork by Naomi Pleasure-Park. Production by Ozzy Llinas Goodman.

This episode is a special replay from The Generalist Podcast, featuring a conversation with a16z General Partner Martin Casado. Martin has lived through multiple tech waves as a founder, researcher, and investor, and in this discussion he shares how he thinks about the AI boom, why he believes we're still early in the cycle, and how a market-first lens shapes his approach to investing.They also dig into the mechanics behind the scenes: why AI coding could become a multi-trillion-dollar market, how a16z evolved from a small generalist firm into a specialized organization, the growing role of open-source models, and why Martin believes AGI debates often obscure more meaningful questions about how technology actually creates value. Follow Mario GabrieleX: https://x.com/mariogabrielehttps://www.generalist.com/ Follow Martin Casado:LinkedIn: https://www.linkedin.com/in/martincasado/X: https://x.com/martin_casado The Generalist Substack: https://www.generalist.com/The Generalist on YouTube: https://www.youtube.com/@TheGeneralistPodcastSpotify: https://open.spotify.com/show/6mHuHe0Tj6XVxpgaw4WsJVApple: https://podcasts.apple.com/us/podcast/the-generalist/id1805868710 Check out everything a16z is doing with artificial intelligence here, including articles, projects, and more podcasts. Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

It's that magical time of year once again — highlightapalooza! Stick around for one top bit from each episode we recorded this year, including:Kyle Fish explaining how Anthropic's AI Claude descends into spiritual woo when left to talk to itselfIan Dunt on why the unelected House of Lords is by far the best part of the British governmentSam Bowman's strategy to get NIMBYs to love it when things get built next to their housesBuck Shlegeris on how to get an AI model that wants to seize control to accidentally help you foil its plans…as well as 18 other top observations and arguments from the past year of the show.Links to learn more, video, and full transcript: https://80k.info/best25It's been another year of living through history, whether we asked for it or not. Luisa and Rob will be back in 2026 to help you make sense of whatever comes next — as Earth continues its indifferent journey through the cosmos, now accompanied by AI systems that can summarise our meetings and generate adequate birthday messages for colleagues we barely know.Chapters:Cold open (00:00:00)Rob's intro (00:02:35)Helen Toner on whether we're racing China to build AGI (00:03:43)Hugh White on what he'd say to Americans (00:06:09)Buck Shlegeris on convincing AI models they've already escaped (00:12:09)Paul Scharre on a personal experience in Afghanistan that influenced his views on autonomous weapons (00:15:10)Ian Dunt on how unelected septuagenarians are the heroes of UK governance (00:19:06)Beth Barnes on AI companies being locally reasonable, but globally reckless (00:24:27)Tyler Whitmer on one thing the California and Delaware attorneys general forced on the OpenAI for-profit as part of their restructure (00:28:02)Toby Ord on whether rich people will get access to AGI first (00:30:13)Andrew Snyder-Beattie on how the worst biorisks are defence dominant (00:34:24)Eileen Yam on the most eye-watering gaps in opinions about AI between experts and the US public (00:39:41)Will MacAskill on what a century of history crammed into a decade might feel like (00:44:07)Kyle Fish on what happens when two instances of Claude are left to interact with each other (00:49:08)Sam Bowman on where the Not In My Back Yard movement actually has a point (00:56:29)Neel Nanda on how mechanistic interpretability is trying to be the biology of AI (01:03:12)Tom Davidson on the potential to install secret AI loyalties at a very early stage (01:07:19)Luisa and Rob discussing how medicine doesn't take the health burden of pregnancy seriously enough (01:10:53)Marius Hobbhahn on why scheming is a very natural path for AI models — and people (01:16:23)Holden Karnofsky on lessons for AI regulation drawn from successful farm animal welfare advocacy (01:21:29)Allan Dafoe on how AGI is an inescapable idea but one we have to define well (01:26:19)Ryan Greenblatt on the most likely ways for AI to take over (01:29:35)Updates Daniel Kokotajlo has made to his forecasts since writing and publishing the AI 2027 scenario (01:32:47)Dean Ball on why regulation invites path dependency, and that's a major problem (01:37:21)Video and audio editing: Dominic Armstrong, Milo McGuire, Luke Monsour, and Simon MonsourMusic: CORBITCoordination, transcripts, and web: Katy Moore

As 2025 comes to a close, AI hype is still everywhere, workers are feeling the strain of constant change, and organizations are quietly reorganizing who (or what) does the work. We're ending the year with some big questions: What happens to the “middle” of organizations? How do humans fit into increasingly AI-driven systems? And where does real value—human and otherwise—get created? With only a few days left until the new year, Rodney Evans and Sam Spurlin look ahead to how AI, jobs, and organizational life will shift in 2026—from real white-collar displacement and the rise of internal org-design teams to employees quietly choosing AI over difficult human teammates. -------------------------------- Ready to change your organization? ⁠⁠⁠⁠⁠Let's talk.⁠⁠⁠⁠⁠ Get our newsletter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sign up here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠ Follow us: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ -------------------------------- Mentioned references: "⁠US military met recruiting goals ahead of schedule" "AI workslop" "Steam game marketplace, AI labeling" 00:00 Intro + Check-In: What's a reflection you have on 2025? 03:44 Prediction 1: Hype cycle around AGI will break 05:03 Prediction 2: 2026 is tipping point for white collar AI job disruption 09:53 Prediction 3: Demand for internal OD teams increases 12:11 Prediction 4: People will start choosing AI over their coworkers for collab 15:04 Prediction 5: Divide between legacy orgs and AI-native micro orgs will grow 17:48 Prediction 6: New premium on human-crafted products and experience 21:57 Wrap up: Leave us a review, and see you in 2026 Sound engineering and design by Taylor Marvin of ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Coupe Studios⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Feeling reflective between Christmas and New Year? In this solo episode, I share a simple end-of-year ritual I use myself to clear mental fog and choose the next direction with intention.If you are in midlife and already in a career or life transition, this quiet season can stir up doubt and overthinking. In this personal reflection, I guide you through a calming, structured way to make sense of where you are and what comes next.Gain insight into your year without judging it, using a 4-part clarity ritual you can complete in around 20 minutes. See what to leave behind, what to carry forward, and how to set a grounded intention for your next chapter.Listen now and follow along with the ritual to turn festive overthinking into clarity, confidence, and a simple next step for the new year.˚VALUABLE RESOURCES:Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚For an A4 printable page of the exercise in this episode, click here:https://personaldevelopmentmasterypodcast.com/566workbook˚Conversations and insights on career transition, career clarity, midlife career change and career pivots for midlife professionals, including second careers, new ventures, leaving a long-term career with confidence, better decision-making, and creating purposeful, meaningful work.˚Support the showCareer transition and career clarity podcast content for midlife professionals in career transition, navigating a midlife career change, career pivot or second career, starting a new venture or leaving a long-term career. Discover practical tools for career clarity, confident decision-making, rebuilding self belief and confidence, finding purpose and meaning in work, designing a purposeful, fulfilling next chapter, and creating meaningful work that fits who you are now. Episodes explore personal development and mindset for midlife professionals, including how to manage uncertainty and pressure, overcome fear and self-doubt, clarify your direction, plan your next steps, and turn your experience into a new role, business or vocation that feels aligned. To support the show, click here.

This conversation took place at Theology Beer Camp 2025 on artificial intelligence, moderated by Michael Morelli with Ben Chicka and Noreen Herzfield, and it's one of the most grounded conversations I've heard about AI from a theological perspective. Noreen has this incredible background in computer engineering before becoming a theologian, and she's not buying the Silicon Valley hype. They talked about how AI trained on human feedback becomes sycophantic and biased, how the whole AGI-by-2027 promise is already falling apart, and why the AI bubble is probably about to burst. But the hopeful part is this: they argued that AI can't replace the actual human connection that changes lives - the teacher who hands you the right book at the right time, the older person who shares a cassette that transforms you. Ben made this beautiful point about how we're all here because of little encounters that were mustard seeds, and AI can't replicate that kind of formation. Plus there was a computer programmer in the audience who basically said "there's no intelligence here, it's just yes/no questions" and everyone was like, exactly. It's neither artificial nor intelligent - it's just code. Join us at Theology Beer Camp, October 8-10, in Kansas City!⁠⁠⁠⁠⁠ ⁠⁠⁠⁠UPCOMING ONLINE CLASS: The Rise of the Nones⁠⁠⁠⁠ One-third of Americans now claim no religious affiliation. That's 100 million people.  But here's what most church leaders get wrong: they're not all the same. Some still believe in God. Some are actively searching. Some are quietly indifferent. Some think religion is harmful.  Ryan Burge & Tony Jones have conducted the first large-scale survey of American "Nones", which reveals 4 distinct categories—each requiring a different approach. Understanding the difference could transform everything from your ministry to your own spiritual quest. ⁠⁠⁠⁠Get info & join the donation-based class (including 0) here.⁠⁠⁠⁠ This podcast is a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Homebrewed Christianity ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠production. Follow ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠the Homebrewed Christianity⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Theology Nerd Throwdown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, & ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Rise of Bonhoeffer⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ podcasts for more theological goodness for your earbuds. Join over 75,000 other people by joining our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Substack - Process This!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Get instant access to over 50 classes at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠www.TheologyClass.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow the podcast, drop a review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, send ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠feedback/questions⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or become a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠member of the HBC Community⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn more about your ad choices. Visit megaphone.fm/adchoices

As you move through the Christmas gatherings and small talk about work and life, is there a quieter part of you wondering, “Can I really keep doing this for another ten years?”For many midlife professionals, the holidays bring more than just celebration—they spark deep reflection. Amid the lights and laughter, there's often a quieter voice asking if “fine” is really good enough. This episode speaks directly to that inner voice and helps you begin the new year with clarity, not just resolutions.In this special Christmas episode:Discover the 3 hidden patterns that may be quietly holding you back from work that truly fits who you are now.Learn why pretending everything is “fine” erodes your self-trust—and what to do instead.Hear how leaving behind the myth of perfect timing can unlock real, aligned change in your career and life.Listen now to uncover what you need to leave behind this Christmas to create the space for a more authentic and fulfilling next chapter.˚VALUABLE RESOURCES:Coaching with Agi: https://personaldevelopmentmasterypodcast.com/mentor˚Conversations and insights on career transition, career clarity, midlife career change and career pivots for midlife professionals, including second careers, new ventures, leaving a long-term career with confidence, better decision-making, and creating purposeful, meaningful work.˚Support the showCareer transition and career clarity podcast content for midlife professionals in career transition, navigating a midlife career change, career pivot or second career, starting a new venture or leaving a long-term career. Discover practical tools for career clarity, confident decision-making, rebuilding self belief and confidence, finding purpose and meaning in work, designing a purposeful, fulfilling next chapter, and creating meaningful work that fits who you are now. Episodes explore personal development and mindset for midlife professionals, including how to manage uncertainty and pressure, overcome fear and self-doubt, clarify your direction, plan your next steps, and turn your experience into a new role, business or vocation that feels aligned. To support the show, click here.

Our 229th episode with a summary and discussion of last week's big AI news!Recorded on 12/19/2025Hosted by Andrey Kurenkov and Jeremie HarrisFeel free to email us your questions and feedback at contact@lastweekinai.com and/or hello@gladstone.aiRead out our text newsletter and comment on the podcast at https://lastweekin.ai/In this episode:Notable releases include OpenAI's GPT-5.2 Codex for advanced coding and Google's Gemini Free Flash for competitive AI application performance. Nvidia's new open-source Trion-3 models also showcase impressive benchmarks.Funding updates highlight Lovable's $330M Series B, valuing the AI coding startup at $6.6B, and Faya's $140M Series D for AI model hosting, valued at $4.5B.China makes significant strides in semiconductor technology with advances in EUV lithography machines, led by Huawei and SMIC, potentially disrupting global chip manufacturing dominance.Key safety and policy updates include OpenAI's GPT-5.2 system card focusing on biosecurity and cybersecurity risks, while Google partners with the US military to power a new AI platform with Gemini models.Timestamps:(00:00:10) Intro / Banter(00:02:09) News PreviewTools & Apps(00:02:56) Google launches Gemini 3 Flash, makes it the default model in the Gemini app | TechCrunch(00:10:13) ChatGPT launches an app store, lets developers know it's open for business | TechCrunch(00:13:35) Introducing GPT-5.2-Codex | OpenAI(00:19:23) Story about OpenAI release - GPT image 1.5(00:22:27) Meta partners with ElevenLabs to power AI audio across Instagram, Horizon - The Economic TimesApplications & Business(00:23:16) OpenAI to End Equity Vesting Period for Employees, WSJ Says(00:28:20) How China built its ‘Manhattan Project' to rival the West in AI chips(00:36:47) China's Huawei, SMIC Make Progress With Chips, Report Finds(00:41:03) OpenAI in Talks to Raise At Least $10 Billion From Amazon and Use Its AI Chips(00:43:32) Amazon has a new leader for its ‘AGI' group as it plays catch-up on AI | The Verge(00:47:27) Broadcom reveals its mystery $10 billion customer is Anthropic(00:49:12) Vibe-coding startup Lovable raises $330M at a $6.6B valuation | TechCrunch(00:50:38) Fal nabs $140M in fresh funding led by Sequoia, tripling valuation to $4.5B | TechCrunchProjects & Open Source(00:51:10) Nvidia Becomes a Major Model Maker With Nemotron 3 | WIRED(00:59:24) Meta introduces new SAM AI able to isolate and edit audio • The Register(00:59:54) [2512.14856] T5Gemma 2: Seeing, Reading, and Understanding Longer(01:03:10) Anthropic makes agent Skills an open standard - SiliconANGLEResearch & Advancements(01:03:47) Budget-Aware Tool-Use Enables Effective Agent Scaling(01:08:21) Rethinking Thinking Tokens: LLMs as Improvement Operators(01:10:50) What if AI capabilities suddenly accelerated in 2027? How would the world know?Policy & Safety(01:12:58) Update to GPdfT-5 System Card: GPT-5.2(01:18:04) Neural Chameleons: Language Models Can Learn to Hide Their Thoughts from Unseen Activation Monitors(01:20:47) Async Control: Stress-testing Asynchronous Control Measures for LLM Agents(01:24:37) Google is powering a new US military AI platform | The VergeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Ben leads the crew through a heartfelt discussion on the power of aviation community, proving that even "internet pilot buddies who are somehow both extremely wise and definitely unsupervised" can create something meaningful together. While Brian emerges from his five-week "gateway drug situation" of nonstop testing (having "forgotten how to function as a normal human being"), the episode explores how pilot communities support each other through the challenges of midlife aviation.From anonymous confessionals about night landing requirements to the wisdom of "Fly what you want, log what you need," this episode showcases why the Midlife Pilot community has become "one of the great joys" for pilots navigating their aviation journeys. Ted chimes in from Portlandia while Ben reminds us that aviation community - whether in Discord, at fly-ins, or through podcast connections - provides the essential support network that keeps us all flying safely.Plus: Why we probably need "at least one service bulletin requiring post-podcast cranial inspections," and Ben's words of wisdom about truth vs. lies in our connected world.Mentioned on the show:* AGI: advanced ground instructor* IGI: instrument ground instructor* FOI: fundamentals on instruction* Thaden Invasion: https://midlifepilotpodcast.com/thadeninvasion* Seth Lake on VBT-Thaden airspace: https://arflightsafety.com/VBT.htmlTo send feedback, support the show, get merch, and more, visit www.midlifepilotpodcast.com

When it was time for Adam's birthday, he wanted to do as he always does; spread Eclipse Phase terror upon us. A group of Firewall agents are at an AGI research center. They have their target, an AGI named Idris. On the other side of the door is a Reaper Morph, however. Using their skills, and some handy flashbacks, can the agents keep their objective, and their heads...?Idris is a one shot designed by Adam for Eclipse Phase 2E, a game of transhumanism, horror, and science fiction. Eclipse Phase 2E is available at Posthuman's website, along with 1E and various supplements and merch.Adam - GMDan - EllisJared - Amaru TimotiLaura - BerkVince - Pivo

This episode is sponsored by Your360 AI. Get 10% off through January 2026 at https://Your360.ai with code: INSIDE. Ben Goertzel, founder and CEO of SingularityNET, joins us to argue for an open path to AGI. We unpack what “open source” should include beyond code, how access to training data, pipelines, and compute shapes who can actually participate, and why “open weights” can still fall short. We also ask who needs convincing, what incentives could move the market, and how decentralized infrastructure fits into his vision for building advanced AI outside a handful of mega labs. Note: Time codes subject to change depending on dynamic ad insertion by the distributor. CHAPTERS: 0:00 - Start 2:13 - How the definition of AGI has shifted over time, and why the term has become distorted 7:58 - The “thousand narrow AIs” future, and who builds the next specialized system 12:40 - Revisiting Goertzel's past AGI timeline predictions, what changed by late 2025, and is 2029 still feasible for AGI? 18:42 - Whether today's AI investment is flowing to the right bets (LLMs vs world models and beyond) 25:43 - Why Goertzel argues LLMs cannot reach AGI, and what evidence could change his mind 31:44 - What it would take to build a truly open-source path to AGI 37:18 - Open weights vs real openness: Goertzel's take on what's missing from current releases 43:56 - Who needs to be convinced for open AI to succeed, and how that persuasion happens 50:20 - Advice for college students preparing for an AI-shaped career landscape Learn more about your ad choices. Visit megaphone.fm/adchoices

Gary Marcus claims to just be an AI “realist”. Some would describe the controversial AI sceptic otherwise. But whatever his moniker, Marcus' warnings about AI have been eerily accurate. In fact, 2025 could be described as the year scripted by Gary Marcus in 2024. He warned us about the limitations of LLMs, the bubbly economics of Sam Altman's OpenAI, and the AGI hype. So what does Marcus predict about 2026? Is he really the Cassandra who glimpses the AI future before the rest of Silicon Valley? This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. • Year-end tech trends: AI, politics, and security dominated 2025 • Major stories faded fast: TikTok saga, political tech drama, DOGE scandal • TikTok's ownership battle—Oracle, Trump donors, and US-China tensions • China tech fears: banned drones, IoT vulnerabilities, secret radios in buses • Rising political pressure for internet privacy and media literacy reform • Surveillance and kill switch concerns in US grid and port infrastructure • Convenience vs. privacy: Americans trade data for discounts and ease • Age verification, surveillance, and flawed facial recognition across countries • Discord's ID leak highlights risks of rushed compliance with privacy laws • Social media's impact on kids pushes age-gating and verification laws • ISPs monetize customer data, VPNs pitched for personal privacy • Global government crackdowns: UK bans VPN advertising, mandates age checks • The illusion of absolute privacy: flawed age gates and persistent tracking • AI takes over: explosive growth, but profits elusive for big players • Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war • Ad-driven models still rule; Amazon's playbook repeated in AI • Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism • AI-generated art, media, and the challenge of deepfake detection • Social platforms falter: Instagram and X swamped by fake or low-value content • Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash • RAM price spikes and hardware shortages blamed on AI data center demand • YouTube overtakes mobile for podcast and video viewing, Oscars move online • The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends • Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring • Sad farewell: Lamar Wilson's passing and mental health awareness in tech • Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

AI is moving from chat to action.In this episode of Big Ideas 2026, we unpack three shifts shaping what comes next for AI products. The change is not just smarter models, but software itself taking on a new form.You will hear from Marc Andrusko on the move from prompting to execution, Stephanie Zhang on building machine-legible systems, and Sarah Wang on agent layers that turn intent into outcomes.Together, these ideas tell a single story. Interfaces shift from chat to action, design shifts from human-first to agent-readable, and work shifts to agentic execution. AI stops being something you ask, and becomes something that does. Resources:Follow Marc Andrusko on X: https://x.com/mandrusko1Follow Stephanie Zhang on X: https://x.com/steph_zhang  Follow Sarah Wang on X: https://x.com/sarahdingwangRead more all of our 2026 Big IdeasPart 1: https://a16z.com/newsletter/big-ideas-2026-part-1Part 2: https://a16z.com/newsletter/big-ideas-2026-part-2/Part 3: https://a16z.com/newsletter/big-ideas-2026-part-3/ Stay Updated:If you enjoyed this episode, be sure to like, subscribe, and share with your friends!Find a16z on X: https://twitter.com/a16zFind a16z on LinkedIn: https://www.linkedin.com/company/a16zListen to the a16z Podcast on Spotify: https://open.spotify.com/show/5bC65RDvs3oxnLyqqvkUYXListen to the a16z Podcast on Apple Podcasts: https://podcasts.apple.com/us/podcast/a16z-podcast/id842818711Follow our host: https://x.com/eriktorenbergPlease note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see http://a16z.com/disclosures. Stay Updated:Find a16z on XFind a16z on LinkedInListen to the a16z Show on SpotifyListen to the a16z Show on Apple PodcastsFollow our host: https://twitter.com/eriktorenberg Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

After a year tangled in political drama, AI hype, and regulation battles, the TWiT crew explains how many of tech's "biggest stories" simply fizzled into nothing or left us with new headaches by year's end. Year-end tech trends: AI, politics, and security dominated 2025 Major stories faded fast: TikTok saga, political tech drama, DOGE scandal TikTok's ownership battle—Oracle, Trump donors, and US-China tensions China tech fears: banned drones, IoT vulnerabilities, secret radios in buses Rising political pressure for internet privacy and media literacy reform Surveillance and kill switch concerns in US grid and port infrastructure Convenience vs. privacy: Americans trade data for discounts and ease Age verification, surveillance, and flawed facial recognition across countries Discord's ID leak highlights risks of rushed compliance with privacy laws Social media's impact on kids pushes age-gating and verification laws ISPs monetize customer data, VPNs pitched for personal privacy Global government crackdowns: UK bans VPN advertising, mandates age checks The illusion of absolute privacy: flawed age gates and persistent tracking AI takes over: explosive growth, but profits elusive for big players Arms race in LLMs: DeepSeek's breakthrough, OpenAI/Meta talent bidding war Ad-driven models still rule; Amazon's playbook repeated in AI Humanoid robots and AGI hype: skepticism vs. Silicon Valley optimism AI-generated art, media, and the challenge of deepfake detection Social platforms falter: Instagram and X swamped by fake or low-value content Google's legal, regulatory, and technical woes: ad tech trial, Manifest V3 backlash RAM price spikes and hardware shortages blamed on AI data center demand YouTube overtakes mobile for podcast and video viewing, Oscars move online The internet's growth: Cloudflare stats, X vs. Reddit, spam domain trends Weird tech stories: hacked crosswalks, Nintendo Switch 2 Staplegate, LEGO theft ring Sad farewell: Lamar Wilson's passing and mental health awareness in tech Reflections on the year's turbulence and hopes for a better 2026 Host: Leo Laporte Guests: Mikah Sargent, Paris Martineau, and Steve Gibson Download or subscribe to This Week in Tech at https://twit.tv/shows/this-week-in-tech Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: expressvpn.com/twit zscaler.com/security Melissa.com/twit ventionteams.com/twit auraframes.com/ink

What if one more year in your “okay” career quietly costs you more than you realise?In this episode, I speak not as an outsider, but as someone who has been there – a former dentist who stayed in a successful but misaligned career for longer than felt true.You'll hear:The three hidden ways an “okay” career drains your self-trust, energy, and relationshipsHow to stop rolling the decision forward to “next year” again and againA simple 3-step plan to make the year ahead your pivot year, without tearing apart the life you have built

There is a major narrative shift now underway, and it centers on everyone being sick of our Strong Man in chief.  Topics include: attention economy online, digital media, rage bait, click bait, analytics, influencing elections, right wing content creators, Alex Jones, MAGA, public relations, Trump losing support, medical issues, oligarchs in control, Neocons, exploitation of conspiracy theories, purposeful destruction of American government, consolidation of all media, America Fest, Shapiro vs Carlson, deconstructing media, Bernays, propaganda, early optimism over internet, career as online content creator, public should demand to know who pays content creators, mad about Trump after they sold the administration in the first place, useful idiots, hollowness of social media success, Candace Owens growing audience, Roger Stone vs Steve Bannon, disinformation, tiers of power in right wing media, medium is in ultimate control, AGI, transhumanism, anxiety over the future, new robber barons, sci fi reality, relying on new technology to fix the problems made by old technology, baseless optimism, new Cold War geopolitical narrative, US vs China

In this episode I talk with Austin Chadwick and Chris Lucian about AI and machine learning. We discuss why LLMs may not lead to AGI, the history of AI funding, the philosophy of induction versus explanation, and my robot project idea for building intelligence from sensory experience up.Links:Mob Mentality ShowNonsense Monthly

If an AGI falls in the woods and nobody can define it, did it actually fall? This week we make an exact prediction of when AGI will happen, and the 10 ways it will immediately change the world. SHOW: 986SHOW TRANSCRIPT: The Cloudcast #986 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET CLOUD NEWS OF THE WEEK: http://bit.ly/cloudcast-cnotwCHECK OUT OUR NEW PODCAST: "CLOUDCAST BASICS"SHOW NOTESPlanning for AGI and Beyond (OpenAI) Machines of Loving Grace (Anthropic)Microsoft and Google has different visions/opinions on AGIAmazon reorganizes around new AGI team reporting to Andy JassyMistral CEO says that AGI is a marketing move AGI is defined by an independent committee in new Microsoft and OpenAI agreementWhy does being first to AGI matter?Bret Taylor on the current status of AGI (Acquired/AC2 podcast, 2025)WHAT DOES REACHING AGI PROVIDE FOR HUMANITY (or ANYTHING)?Y2K bug, 2038 Bug (techies are good at dates when things need to be patched)The % of people with Internet accessThe % of people with a smartphoneThe % of people with a certain level of education (basic or advanced)How much smarter is humanity than 10yrs ago? 20yrs ago? How much smarter could existing humanity be at any given time? Nobody has a consistent or measurable definition of AGIWhat are the Top 10 problems of humanity that need to be solved? (direct or indirect)Does reaching AGI enable certain government or corporate actions to start happening that couldn't happen now? FEEDBACK?Email: show at the cloudcast dot netTwitter/X: @cloudcastpodBlueSky: @cloudcastpod.bsky.socialInstagram: @cloudcastpodTikTok: @cloudcastpod

Ranjan Roy from Margins is back for our weekly discussion of the latest tech news. We cover: 1) Recap of my Sam Altman interview 2) OpenAI's memory play 3) Deepening relationships between people and chatbots 4) Could an all-knowing AI assistant work? 5) Model vs. product revisited 6) OpenAI's enterprise play 7) The infrastructure bet 8) OpenAI's forthcoming AI device 9) AGI's meaning? 10) Google's fast Gemini flash models 11) Microsoft Copilot falling out of favor --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b From Big Technology on Substack: Seven Big Thoughts on OpenAI's Strategy & Future Following My Sam Altman Conversationhttps://www.bigtechnology.com/p/seven-big-thoughts-on-openais-strategy Questions? Feedback? Write to: bigtechnologypodcast@gmail.com --- Wealthfront.com/bigtech. If eligible for the overall boosted 3.90% rate offered with this promo, your boosted rate is subject to change if the 3.25% base rate decreases during the 3-month promo period. The Cash Account, which is not a deposit account, is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member FINRA/SIPC, not a bank. The Annual Percentage Yield ("APY") on cash deposits as of 12/19/25, is representative, requires no minimum, and may change at any time. The APY reflects the weighted average of deposit balances at participating Program Banks, which are not allocated equally. Wealthfront Brokerage sweeps cash balances to Program Banks, where they earn the variable base APY. Instant withdrawals are subject to certain conditions and processing times may vary. Learn more about your ad choices. Visit megaphone.fm/adchoices

Did AI end up being a political force this year?

Sam Altman is the CEO of OpenAI. Altman joins Big Technology Podcast to discuss OpenAI's plan to win in a tightening AI race. Altman dissects his company's strategy, where he sees OpenAI having an advantage, and where he expects his product lineup to go in 2026 and beyond. We discuss AI memory and personalization, the distribution vs. product debate, how OpenAI will pay for its infrastructure buildout, AI devices, AI clouds, whether we've hit AGI yet, and plenty more. Tune in for an exclusive, 1-on-1 discussion with the AI industry's top catalyst. --- Enjoying Big Technology Podcast? Please rate us five stars ⭐⭐⭐⭐⭐ in your podcast app of choice. Want a discount for Big Technology on Substack + Discord? Here's 25% off for the first year: https://www.bigtechnology.com/subscribe?coupon=0843016b Questions? Feedback? Write to: bigtechnologypodcast@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to this episode of The Edge of Show recorded live at the Future of Money, Governance, and the Law (FOMGL) event in Washington, D.C. In this conversation, Josh Kriger is joined by Josh Lawler, Cathy Hackl, Nicholas Zaldastani, and Janet Adams as they unpack the global race toward artificial general intelligence (AGI) and why decentralization may be the key to building ethical, transparent, and inclusive AI systems.The discussion dives into agentic AI, decentralized infrastructure, trust networks, data ownership, deepfakes, humanoid robotics, and the growing risks of centralized control. From real-world AI governance challenges to the role blockchain can play in accountability and verification, this episode cuts through the hype and focuses on what actually needs to be built and fixed.If you're building, investing, or simply trying to understand where AI and Web3 are heading next, this conversation offers clear insights from leaders working at the edge of innovation.Watch now and join the conversation shaping the future of intelligence.Support us through our Sponsors! ☕

In 1983, Stanislav Petrov, a Soviet lieutenant colonel, sat in a bunker watching a red screen flash “MISSILE LAUNCH.” Protocol demanded he report it to superiors, which would very likely trigger a retaliatory nuclear strike. Petrov didn't. He reasoned that if the US were actually attacking, they wouldn't fire just 5 missiles — they'd empty the silos. He bet the fate of the world on a hunch that his machine was broken. He was right.Paul Scharre, the former Army Ranger who led the Pentagon team that wrote the US military's first policy on autonomous weapons, has a question: What would an AI have done in Petrov's shoes? Would an AI system have been flexible and wise enough to make the same judgement? Or would it immediately launch a counterattack?Paul joins host Luisa Rodriguez to explain why we are hurtling toward a “battlefield singularity” — a tipping point where AI increasingly replaces humans in much of the military, changing the way war is fought with speed and complexity that outpaces humans' ability to keep up.Links to learn more, video, and full transcript: https://80k.info/psMilitaries don't necessarily want to take humans out of the loop. But Paul argues that the competitive pressure of warfare creates a “use it or lose it” dynamic. As former Deputy Secretary of Defense Bob Work put it: “If our competitors go to Terminators, and their decisions are bad, but they're faster, how would we respond?”Once that line is crossed, Paul warns we might enter an era of “flash wars” — conflicts that spiral out of control as quickly and inexplicably as a flash crash in the stock market, with no way for humans to call a timeout.In this episode, Paul and Luisa dissect what this future looks like:Swarming warfare: Why the future isn't just better drones, but thousands of cheap, autonomous agents coordinating like a hive mind to overwhelm defences.The Gatling gun cautionary tale: The inventor of the Gatling gun thought automating fire would reduce the number of soldiers needed, saving lives. Instead, it made war significantly deadlier. Paul argues AI automation could do the same, increasing lethality rather than creating “bloodless” robot wars.The cyber frontier: While robots have physical limits, Paul argues cyberwarfare is already at the point where AI can act faster than human defenders, leading to intelligent malware that evolves and adapts like a biological virus.The US-China “adoption race”: Paul rejects the idea that the US and China are in a spending arms race (AI is barely 1% of the DoD budget). Instead, it's a race of organisational adoption — one where the US has massive advantages in talent and chips, but struggles with bureaucratic inertia that might not be a problem for an autocratic country.Paul also shares a personal story from his time as a sniper in Afghanistan — watching a potential target through his scope — that fundamentally shaped his view on why human judgement, with all its flaws, is the only thing keeping war from losing its humanity entirely.This episode was recorded on October 23-24, 2025.Chapters:Cold open (00:00:00)Who's Paul Scharre? (00:00:46)How will AI and automation transform the nature of war? (00:01:17)Why would militaries take humans out of the loop? (00:12:22)AI in nuclear command, control, and communications (00:18:50)Nuclear stability and deterrence (00:36:10)What to expect over the next few decades (00:46:21)Financial and human costs of future “hyperwar” scenarios (00:50:42)AI warfare and the balance of power (01:06:37)Barriers to getting to automated war (01:11:08)Failure modes of autonomous weapons systems (01:16:28)Could autonomous weapons systems actually make us safer? (01:29:36)Is Paul overall optimistic or pessimistic about increasing automation in the military? (01:35:23)Paul's takes on AGI's transformative potential and whether natsec people buy it (01:37:42)Cyberwarfare (01:46:55)US-China balance of power and surveillance with AI (02:02:49)Policy and governance that could make us safer (02:29:11)How Paul's experience in the Army informed his feelings on military automation (02:41:09)Video and audio editing: Dominic Armstrong, Milo McGuire, Luke Monsour, and Simon MonsourMusic: CORBITCoordination, transcripts, and web: Katy Moore

This week we talk about NVIDIA, AI companies, and the US economy.We also discuss the US-China chip-gap, mixed-use technologies, and export bans.Recommended Book: Enshittification by Cory DoctorowTranscriptI've spoken about this a few times in recent months, but it's worth rehashing real quick because this collection of stories and entities are so central to what's happening across a lot of the global economy, and is also fundamental, in a very load-bearing way, to the US economy right now.As of November of 2025, around the same time that Nvidia, the maker of the world's best AI-optimized chips at the moment became the world's first company to achieve a $5 trillion market cap, the top seven highest-valued tech companies, including Nvidia, accounted for about 32% of the total value of the US stock market.That's an absolutely astonishing figure, as while Nvidia, Apple, Microsoft, Alphabet, Amazon, Broadcom, and Meta all have a fairly diverse footprint even beyond their AI efforts, a lot of that value for all of them is predicated on expected future income; which is to say, their market caps, their value according to that measure, is determined not by their current assets and revenue, but by what investors think or hope they'll pull in and be worth in the future.That's important to note because historically the sorts of companies that have market caps that are many multiples of their current, more concrete values are startups; companies in their hatchling phase that have a good idea and some kind of big potential, a big moat around what they're offering or a blue ocean sub-industry with little competition in which they can flourish, and investment is thus expected to help them grow fast.These top seven tech companies, in contrast, are all very mature, have been around for a while and have a lot of infrastructure, employees, expenses, and all the other things we typically associated with mature businesses, not flashy startups with their best days hopefully ahead of them.Some analysts have posited that part of why these companies are pushing the AI thing so hard, and in particular pushing the idea that they're headed toward some kind of generally useful AI, or AGI, or superhuman AI that can do everyone's jobs better and cheaper than humans can do them, is that in doing so, they're imagining a world in which they, and they alone, because of the costs associated with building the data centers required to train and run the best-quality AI right now, are capable of producing basically an economy's-worth of AI systems and bots and machines operated by those AI systems.In other words, they're creating, from whole cloth, an imagined scenario in which they're not just worthy of startup-like valuations, worthy of market caps that are tens or hundreds of times their actual concrete value, because of those possible futures they're imagining in public, but they're the only companies worthy of those valuation multiples; the only companies that matter anymore.It's likely that even if this is the case, that the folks in charge of these companies, and the investors who have money in them who are likely to profit when the companies grow and grow, actually do believe what they're telling everyone about the possibilities inherent in building these sorts of systems.But there also seems to be a purely economic motive for exaggerating a lot and clearing out as much of the competition as possible as they grow bigger and bigger. Because maybe they'll actually make what they're saying they can make as a result of all that investment, that exuberance, but maybe, failing that, they'll just be the last companies standing after the bubble bursts and an economic wildfire clears out all the smaller companies that couldn't get the political relationships and sustaining cash they needed to survive the clear-out, if and when reality strikes and everyone realizes that sci-fi outcome isn't gonna happen, or isn't gonna happen any time soon.What I'd like to talk about today is a recent decision by the US government to allow Nvidia to sell some of its high-powered chips to China, and why that decision is being near-universally derided by those in the know.—In early December 2025, after a lot of back-and-forthing on the matter, President Trump announced that the US government will allow Nvidia, which is a US-based company, to export its H200 processors to China. He also said that the US government will collect a 25% fee on these sales.The H200 is Nvidia's second-best chip for AI purposes, and it's about six-times as powerful as the H20, which is currently the most advanced Nvidia chip that's been cleared for sale to China. The Blackwell chip that is currently Nvidia's most powerful AI offering is about 1.5-times faster than the H200 for training purposes, and five-times faster for AI inferencing, which is what they're used for after a model is trained, and then it's used for predictions, decisions, and so on.The logic of keeping the highest-end chips from would-be competitors, especially military competitors like China, isn't new—this is something the US and other governments have pretty much always done, and historically even higher-end gaming systems like Playstation consoles have been banned for export in some cases because the chips they contained could be repurposed for military things, like plucking them out and using them to guide missiles—Sony was initially unable to sell the Playstation 2 outside of Japan because it needed special permits to sell something so militarily capable outside the country, and it remained unsellable in countries like Iraq, Iran, and North Korea throughout its production period.The concern with these Nvidia chips is that if China has access to the most powerful AI processors, it might be able to close the estimated 2-year gap between US companies and Chinese companies when it comes to the sophistication of their AI models and the power of their relevant chips. Beyond being potentially useful for productivity and other economic purposes, this hardware and software is broadly expected to shape the next generation of military hardware, and is already in use for all sorts of wartime and defense purposes, including sophisticated drones used by both sides in Ukraine. If the US loses this advantage, the thinking goes, China might step up its aggression in the South China Sea, potentially even moving up plans to invade Taiwan.Thus, one approach, which has been in place since the Biden administration, has been to do everything possible to keep the best chips out of Chinese hands, because that would ostensibly slow them down, make them less capable of just splurging on the best hardware, which they could then use to further develop their local AI capabilities.This approach, however, also incentivized the Chinese government to double-down on their own homegrown chip industry. Which again is still generally thought to be about 2-years behind the US industry, but it does seem to be closing the gap rapidly, mostly by copying designs and approaches used by companies around the world.An alternative theory, the one that seems to be at least partly responsible for Trump's about-face on this, is that if the US allows the sale of sufficiently powerful chips to China, the Chinese tech industry will become reliant on goods provided by US companies, and thus its own homegrown AI sector will shrivel and never fully close that gap. If necessary the US can then truncate or shut down those shipments, crippling the Chinese tech industry at a vital moment, and that would give the US the upper-hand in many future negotiations and scenarios.Most analysts in this space no longer think this is a smart approach, because the Chinese government is wise to this tactic, using it itself all the time. And even in spaces where they have plenty of incoming resources from elsewhere, they still try to shore-up their own homegrown versions of the same, copying those international inputs rather than relying on them, so that someday they won't need them anymore.The same is generally thought to be true, here. Ever since the first Trump administration, when the US government started its trade war with China, the Chinese government has not been keen on ever relying on external governments and economies again, and it looks a lot more likely, based on what the Chinese government has said, and based on investments across the Chinese market on Chinese AI and chip companies following this announcement, that they'll basically just scoop up as many Nvidia chips as they can, while they can, and primarily for the purpose of reverse-engineering those chips, speeding up their gap-closing with US companies, and then, as soon as possible, severing that tie, competing with Nvidia rather than relying on it.This is an especially pressing matter right now, then, because the US economy, and basically all of its growth, is so completely reliant on AI tech and the chips that are allowing that tech to move forward.If this plan by the US government doesn't pan out and ends up being a short-term gain situation, a little bit of money earned from that 25% cut the government takes, and Ndvidia temporarily enriching itself further through Chinese sales, but in exchange both entities give up their advantage, long term, to Chinese AI companies and the Chinese government, that could be bad not just for AI companies around the world, which could be rapidly outcompeted by Chinese alternatives, but also all economies exposed to the US economy, which could be in for a long term correction, slump, or full-on depression.Show Noteshttps://www.nytimes.com/2025/12/09/us/politics/trump-nvidia-ai-chips-china.htmlhttps://arstechnica.com/tech-policy/2025/12/us-taking-25-cut-of-nvidia-chip-sales-makes-no-sense-experts-say/https://www.pcmag.com/news/20-years-later-how-concerns-about-weaponized-consoles-almost-sunk-the-ps2https://archive.is/20251211090854/https://www.reuters.com/world/china/us-open-up-exports-nvidia-h200-chips-china-semafor-reports-2025-12-08/https://theconversation.com/with-nvidias-second-best-ai-chips-headed-for-china-the-us-shifts-priorities-from-security-to-trade-271831https://www.economist.com/business/2025/12/09/donald-trumps-flawed-plan-to-get-china-hooked-on-nvidia-chipshttps://www.scmp.com/tech/tech-trends/article/3335900/chinas-moore-threads-unveil-ai-chip-road-map-rival-nvidias-cuda-systemhttps://www.investopedia.com/nvidia-just-became-the-first-usd5-trillion-company-monitor-these-crucial-stock-price-levels-11839114https://aventis-advisors.com/ai-valuation-multiples/ This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe