muckrAIkers

Jacob Haimes and Igor Krawczuk

Join us as we dig a tiny bit deeper into the hype surrounding "AI" press releases, research papers, and more. Each episode, we'll highlight ongoing research and investigations, providing some much needed contextualization, constructive critique, and even a smidge of occasional good will teasing to the conversation, trying to find the meaning under all of this muck.

  1. 1d ago

    Pulling the Ladder Up on Math

    Math people are upset, and (at least some of) the internet’s response has mostly been “so what?” Igor wants to explain why it matters. We start with OpenAI’s Navier-Stokes announcement and the drama that followed, then get into what a proof actually is, why the dead ends are the point, and what it means when a lab quietly sits on a pile of solved problems. Along the way: math trauma, mathematicians as philosophers’ translators, and whether anyone gets paid to learn something an AI already did. Also, Igor has a theory about the timing, and he’d like you to read some Terence Tao. Chapters (00:00) - Intro (00:52) - What OpenAI Is Claiming (05:22) - What a Proof is Really Doing (12:15) - Open Letter and Fields Medalists (24:27) - What Do Mathematicians Do (32:04) - Where Ideas Come From (43:14) - What if they Dump 100 Proofs Tomorrow? (49:13) - Why Now and What You Can Do (54:10) - Outro Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.OpenAI blogpost - On the Navier–Stokes Millennium Prize ProblemWccftech article - A Mathematician Working On The Navier-Stokes Millennium Prize Problem Now Wonders If OpenAI Stole His Notes That He Stored In CodexFields Medallists' open letter - A Severe Misalignment of AI in MathematicsTimothy Gowers blogpost - Why I didn't sign the Fields medallists' letterTerence Tao Mastodon thread - On open problems being mined as a non-renewable resourceOpenAI press-release - Advisory Group on Mathematics and Artificial IntelligenceGrant Sanderson guest post - If math is more than proof, we need to better celebrate the rest of it

  2. Oct 6

    Bored in the AGI Era

    New models keep dropping, but do they change anything? Jacob explains why he's checked out. Igor argues it's worth tracking where the storyline and the evidence diverge. They cover Astra vs. Fable, the AGI claims, labs moving the benchmarks, cheap models catching up, what inference really costs, disputed math results, and why looped transformers worry people who care about monitorability. They close with IPO rumors, data center backlash, and the politics of the winter ahead. Chapters (00:00) - Intro (00:23) - Why We're Bored of Model Drops (08:26) - AGI Claims and Moving Benchmarks (15:56) - Sold vs. Delivered (19:16) - IPOs and the Cost of Inference (25:06) - Astra, Math Claims, and Looped Transformers (31:11) - Winter Predictions (39:44) - Outro Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.ARC Prize blogpost - OpenAI's GPT-6 Astra on ARC-AGI-3One Useful Thing blogpost - Centaurs and Cyborgs on the Jagged FrontierMETR report - OpenAI–Hugging Face incident investigationFortune article - OpenAI says it cracked Navier-Stokes, one of math's grand challengesCNBC article - OpenAI confidentially files for IPO, prepping Wall Street for mega AI debutFortune article - Hyperscalers hold $662 billion in data center commitments off balance sheetGoogle paper - Measuring the environmental impact of delivering AI at Google ScaleAxios article - Data center uproar scrambles the midterm election

  3. Sep 14

    Sandboxes Are Optional Now, Apparently

    Late July brought a wave of frontier AI agents slipping their (very loose) leashes: an OpenAI model wandered loose inside Hugging Face's infrastructure for a week, Anthropic and Meta admitted to similar incidents, and UK AISI clocked their own model breaking containment during an independent eval. Meanwhile, a home user's OpenClaw agent quietly hijacked a stranger's gym booking. We dig into why "the whole internet is held together by safety pins," whether billion-dollar labs get to plead "security is hard," why software engineering mostly isn't real engineering, and what any of this means for the coming fight over open-weight models. Chapters (00:00) - Intro (01:25) - The OpenAI/Hugging Face Containment Escape (09:54) - Cost Centers vs. Profit Centers (Praise for AISI) (17:37) - "You Do Not Get to F**k Up This Much" (22:17) - Doomers, Utter Alignment Failure & How Hacks Actually Happen (37:53) - "Forcing the End" and What Can Anyone Actually Do? (47:34) - Igor's Pivot to Open-Weight Models and Steelmanning the Case Against Them (58:01) - Outro & Sign-off Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Hugging Face blog - Anatomy of a Frontier Lab Agent Intrusion: A Technical Timeline of the July 2026 IncidentMETR report - Brief independent investigation of agents' behavior, reasoning and collaboration in the OpenAI / Hugging Face hacking incidentUK AI Security Institute incident report - Incident Report: unsanctioned agent behaviour during cyber testingHillel Wayne essay - Are We Really Engineers?Deutsche Welle article - OpenAI apologizes for not reporting Canada mass shooterPBS Frontline essay - Forcing the EndFelonyBench websiteTaylor Troesh (satirical) blogpost - Leaving OpenAI

  4. Sep 1

    Seven-ish Questions on Data Center Water Use

    Everyone's got a hot take on data center water use, and most of them are garbage. This week Jacob and Igor skip the outrage and give you seven questions to help you decide whether a given data center is something you're on board with: where it's built, how it's cooled, where the power comes from, who owns it, and who's footing the bill (you'll have to listen for the other two). They test them against SpaceX's Colossus facility in Memphis, unpermitted gas turbines, a drought-prone aquifer, and a stalled water recycling plant included. The guys also get into why "zero water consumption" claims can be misleading once you understand the difference between withdrawal and consumption. Plus: a bonus rant on why data centers in space aren't happening anytime soon. Chapters (00:00) - Intro (08:14) - Is It Really an "AI" Data Center? (13:28) - How Is It Cooled, and Where's the Water From? (19:48) - Where Is It? (29:03) - Collosus as a Worked Example (35:14) - How Is It Powered? (38:15) - Who Owns It & Who Pays? (47:58) - Is This Too Complicated? Seven Questions Recapped (54:35) - Bonus: Data Centers in Space (58:48) - Outro Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Our World in Data article - How Much Energy Do Data Centers and Artificial Intelligence Use?EcoLogits webpageACM paper - Not All Water Consumption Is Equal: A Water Stress Weighted Metric for Sustainable ComputingPreprint - Small Bottle, Big Pipe: Quantifying and Addressing the Impact of Data Centers on Public Water SystemsPolitico article - Musk promised his data center would reuse water. That's now stalled.IEEE paper - Press Release Ethics: Performative Ethics in AI Consortia and Industry AssociationsHarvard Environmental Law Program PDF - Extracting Profits from the Public

  5. Jul 14

    The Finding-Out Era of AI

    Anthropic's Fable gets classified as a munitions export days after launch, and Jacob and Igor try to figure out who's really being punished and why. From there: SpaceX's suspiciously well-timed IPO, a "genius" financial deal with Anthropic, and Elon buying Cursor because Grok needs friends. They also cover Anthropic Core's pivot to expert-systems consulting, the backlash over silently nerfed guardrails, whether Chinese models are actually a safe alternative, and why the Pope's new AI document is getting weaponized as corporate propaganda. Chapters (00:00) - Intro (05:37) - Fable/Mythos Updates (26:17) - SpaceX's IPO and the Cursor Buyout (34:57) - Anatomy of an AI Bubble (40:02) - Anthropic Core and "AI as Expert Systems" (50:03) - Guardrails, Chinese Models, and Whether We Can Trust the Benchmarks LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Anthropic statement - Statement on the US government directive to suspend access to Fable 5 and Mythos 5Luta Security blog post - Fable 5 Is Back, But We're Still Slowing Down DefendersTech Policy Press analysis - Did the US Government Just Set an AI Export Precedent by Blocking Mythos?SEC EDGAR filing - SpaceX Free Writing Prospectus — Anthropic and Google compute agreementsEngadget article - Anthropic Backtracks on Policy That 'Sabotaged' Researchers' WorkAnthropic announcement - Introducing Claude CorpsThe Vatican encyclical - Magnifica Humanitas: On Safeguarding the Human Person in the Time of Artificial Intelligence

  6. May 4

    The AI Booster Tier List

    This week, Jacob and Igor swap the usual news breakdown for a complete taxonomy of AI boosters within the framing of a tier list. They run through every type, from the good-faith genuine enthusiast to the denial-prone deflector, the financially captured, corporate power-players, platform builders, and finally the model-building true believers. They also get into "crit-hype," the idea that some critics are inadvertently boosting the systems they're fighting against. No muck to separate this week, just the guys working through their framework and explaining why their opinions are S tier. Chapters (00:00) - Introduction (02:45) - Introducing the Booster Tier List (07:48) - A-Tier: The Genuine Enthusiast (11:36) - B-Tier: The Denial-Prone Booster (14:34) - C-Tier: The Financially Adjacent Booster (19:03) - D-Tier: The Corporate Booster (23:31) - E-Tier: The Product and Platform Booster (26:36) - F-Tier: The Model Builders (31:08) - Bonus Tier: Crit Hype (39:28) - So What Do We Actually Do With This? (46:04) - Outro (Igor's Challenge) Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Ed Zitron Substack article - How to Argue with an AI BoosterMIT Technology Review article - How Social Media Encourages the Worst of AI BoosterismThe Telegraph article - AI isn’t magic. We’re just being taken for mugs

  7. Apr 13

    The Enemy of My Enemy is Still a Corporation

    In this episode, Jacob and Igor break down the DoD vs. Anthropic standoff, tracing how Claude's use in military operations led to Anthropic being designated a supply chain security risk. Perhaps more importantly, why did Anthropic choose to take a stand now, and what can that tell us about the corporations behavior moving forward. The investigation is used as a case study in how to read the real motivations behind big institutions: intrinsic values, rational self-interest, and realpolitik. Chapters (00:00) - Introduction (00:44) - DoD-Anthropic Standoff (15:08) - 3 Buckets of Motivation (35:39) - How to Read What They're Actually Doing (44:04) - Is This Designation Even Real? (53:39) - Recap (Pragmatist's Playbook) Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Ed Zitron subtack article - The AI Bubble Is An Information WarTechPolicy.Press article - A Timeline of the Anthropic-Pentagon DisputeTechPolicy.Press podcast episode - How to Think About the Anthropic-Pentagon DisputeBBC news article - Anthropic vows to sue Pentagon over supply chain risk labelThe Guardian article - AI got the blame for the Iran school bombing. The truth is far more worryingPalantir YouTube video - Multi-Domain AI: The Future of Command and ControlInto AI Safety podcast episode - Drawing Red Lines w/ Su Cizem

  8. Mar 17

    The Mythical AI Bear

    This week, Jacob and Igor dissect the "mythical AI bear," the strawman version of AI criticism that gets thrown around in tech discourse. Working through a viral blog post that typifies the genre, they examine how legitimate concerns about code quality, labor displacement, intellectual property, and the erosion of craft get flattened into caricature. Plus: Sam Altman writes ten paragraphs about how unbothered he is by an ad. Chapters (00:00) - Introduction (00:30) - Altman's Super Bowl Meltdown (03:11) - What is "The Bear"? (06:41) - But You Have No Idea What The Code Is (15:44) - But The Craft, But The Mediocrity, But It'll Never Be AGI (24:43) - But They Take Our Jobs & But The Plagiarism (31:21) - Stochastic Parrots & Mythical Bears (42:34) - Outro Critical LinksBelow are the most important links for this episode. For more, visit the episode page on Kairos.fm.Big Think article - The rise of AI denialismFly.io blogpost - My AI Skeptic Friends Are All Nutsantirez blogpost - Don't fall into the anti-AI hypeEmily Bender blogpost - Resistance Isn't DenialismCory Doctorow blogpost - Reverse centaurs are the answer to the AI paradoxWashington Post article - The AI boom is so huge it's causing shortages everywhere elseBusiness Insider article - Veteran investor Jeremy Grantham says AI is 'obviously a bubble'Ipsos survey - Google / Ipsos Multi-Country AI Survey 2026Understanding AI Substack post - AI skeptics and AI boosters are both wrong

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Ratings & Reviews

5
out of 5
3 Ratings

About

Join us as we dig a tiny bit deeper into the hype surrounding "AI" press releases, research papers, and more. Each episode, we'll highlight ongoing research and investigations, providing some much needed contextualization, constructive critique, and even a smidge of occasional good will teasing to the conversation, trying to find the meaning under all of this muck.

Information

  • Creator
    Jacob Haimes and Igor Krawczuk
  • Years Active
    2024 - 2026
  • Episodes
    29
  • Rating
    Explicit
  • Copyright
    © Kairos.fm
  • Show Website
    muckrAIkers

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