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  • The New Economics of AI | Martin Casado & Steven Sinofsky

    25 Aug

    The New Economics of AI | Martin Casado & Steven Sinofsky

    a16z General Partners Martin Casado and Erik Torenberg are joined by Board Partner Steven Sinofsky to explore what recent breakthroughs in AI and mathematics tell us about where the technology is headed, and whether some of the basic assumptions that have governed computing for decades are starting to break. Martin and Steven debate whether AI's progress in mathematics represents a genuine leap in reasoning or simply a new tool for solving problems at a higher level of abstraction. From the four-color theorem and early computers to graphing calculators and today's models, they trace how new technologies have repeatedly changed which problems humans need to solve themselves, and ask what makes this moment different. The conversation then turns to one of the biggest shifts in AI: problems that were once constrained by engineering talent can increasingly be attacked with capital and compute. They discuss what that means for startups versus incumbents, venture capital, the coming wave of AI applications, and why pouring billions into increasingly capable models may force us to rethink what these systems can ultimately accomplish.   Resources: Follow Martin Casado on X: https://x.com/martin_casado Follow Steven Sinofsky on X: https://x.com/stevesi Stay Updated: Find a16z on YouTube: YouTube Find a16z on X Find a16z on LinkedIn Listen to the a16z Show on Spotify Listen to the a16z Show on Apple Podcasts Follow 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.

  • Noam Brown – Agent swarms, alignment, & recursive self-improvement

    17 Sept

    Noam Brown – Agent swarms, alignment, & recursive self-improvement

    New episode with Noam Brown. We talk about multi-agent, Navier-Stokes, and what the current explosion of maths progress tells us about what happens once you automate AI research. And we also discuss how we will know if the models are actually aligned before we kick off RSI. Watch on YouTube; read the transcript. Sponsors * Jane Street has been interested in AI for a lot longer than you’d think, and not just for trading. In 2011, a full year before AlexNet and over a decade before ChatGPT launched, they hosted the first FOOM Debate between Eliezer Yudkowsky and Robin Hanson on whether AI would lead to an intelligence explosion. Now Jane Street is revisiting the question with a new panel: Daniel Kokotajlo, Ege Erdil, Ryan Greenblatt, and Jaime Sevilla, hosted by Ron Minsky in San Francisco this October. I expect it to be a truly excellent conversation. Register at janestreet.com/dwarkesh * Grok Bot has made handing off work super easy. It runs on its own cloud computer, where it installs the tools it needs to handle tasks end-to-end. For the podcast, we use Grok Bot to help produce our videos. You may have noticed that our ads feature animations of real websites. Getting these pixel-perfect used to mean running a convoluted, multi-step workflow ourselves. Now we just let Grok Bot handle it. Best of all, Grok Bot has learned all of our specs and preferences, so we don’t have to redescribe the task each time! Try Grok Bot for yourself at x.ai/bot * Antithesis gives you the confidence of a giant test suite without actually having to write one. Say you’re doing a major backend refactor: building enough tests to trust it could take weeks. Antithesis solves this by running your software through countless simulated worlds, injecting faults and hunting for failures. On any PR, you can turn a dial to decide exactly how much testing you want. And because every run is fully deterministic, agents can branch off the moment a bug appears, rewind it, inspect memory, and replay it, all while the original test keeps running. Learn more at antithesis.com/dwarkesh Timestamps (00:00:00) – Multi-agent and Navier-Stokes (00:15:28) – How will AI firms work? (00:22:02) – What math progress tells us about recursive self improvement (00:40:22) – Hugging Face and alignment (01:01:18) – The internal/external model gap (01:08:34) – Chain of thought is degrading (01:14:12) – How will we know when alignment is solved? This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dwarkesh.com

  • The Truth About Brain Rot

    21 Sept

    The Truth About Brain Rot

    A recent New York Times op-ed reveals the true nature of “brain rot,” and in doing so reveals a much larger problem affecting us all. In this episode, Cal explores this broader problem then draws from an unlikely source from his childhood to help identify a dramatic solution. Below are the questions covered in today's episode (with their timestamps). Get your questions answered by Cal! Here’s the link: https://bit.ly/3U3sTvo Video from today’s episode:  youtube.com/calnewportmedia (0:00) The truth about brain rot (31:31) Will you address Immanuale Kants “Critique of Pure Reason” in your upcoming book about thinking? (33:42) What is the difference between the strategic plan and vision document? (36:59) Can I buy the “Deep Life” on pre-order? (39:30) Cal discusses his recent newsletters  (41:54) My small business uses Claude. Is that ok? (44:45) Are any AI companies responsible to use? (45:28) The truth about LLMs (45:45) What are some AI book recommendations? (46:42) AI and regulation (50:25) What Cal is up to? Links: Buy Cal’s latest book, “Slow Productivity” at www.calnewport.com/slow  Get a signed copy of Cal’s “Slow Productivity” at https://peoplesbooktakoma.com/event/cal-newport/ https://www.youtube.com/watch?v=WePNs-G7puA https://www.youtube.com/watch?v=SIeeDcnu9Ck https://www.nytimes.com/2026/09/08/opinion/gen-z-tiktok-ig-reels.html https://www.youtube.com/watch?v=dlnmQbPGuls https://www.youtube.com/watch?v=_XRKcUtOkbs https://www.youtube.com/watch?v=-_zYn-HHcyA   Thanks to our Sponsors:  https://www.cozyearth.com (Use code “DEEP”) https://www.quo.com/deep https://www.gusto.com/deep https://www.drinklmnt.com/deep Thanks to Jesse Miller for production and mastering, Jay Kerstens for the intro music, and Nate Mechler for research and newsletter. Learn more about your ad choices. Visit podcastchoices.com/adchoices

  • ZeuS

    22/02/2022

    ZeuS

    ZeuS is a banking trojan. Designed to steal money from online bank user’s accounts. This trojan became so big, that it resulted in one of the biggest FBI operations ever. Sponsors Support for this show comes from Axonius. Securing assets — whether managed, unmanaged, ephemeral, or in the cloud — is a tricky task. The Axonius Cybersecurity Asset Management Platform correlates asset data from existing solutions to provide an always up-to-date inventory, uncover gaps, and automate action. Axonius gives IT and security teams the confidence to control complexity by mitigating threats, navigating risk, decreasing incidents, and informing business-level strategy — all while eliminating manual, repetitive tasks. Visit axonius.com/darknet to learn more and try it free. Support for this show comes from Keeper Security. Keeper Security’s is an enterprise password management system. Keeper locks down logins, payment cards, confidential documents, API keys, and database passwords in a patented Zero-Knowledge encrypted vault. And, it takes less than an hour to deploy across your organization. Get started by visiting keepersecurity.com/darknet.

  • The Open Weight Revolution with Simon Willison

    31 Jul

    The Open Weight Revolution with Simon Willison

    Simon Willison joined Bryan and Adam to discuss a wild couple of weeks in AI. First, we have a high-profile, AI-induced, AI-diagnosed security incident. Next we have the rise of frontier-class open-weights models. Who's for or against open weights? Do they make for a more or less secure future? Exciting times! In addition to Bryan Cantrill and Adam Leventhal, our special guest was Simon Willison. Previously, on Oxide and Friends: OxF: Shell Game with Evan RatliffOxF: Discovering the XZ Backdoor with Andres FreundOxF: Predictions 2025OxF: Predictions 2026!!OxF: Bookclub: How Life Works by Philip BallOxF: OpenAI's Boardroom BrawlSome of the topics we hit on, in the order that we hit them: Gerald the turkey terrorizes Oakland's rose gardenABC7: Gerald the turkey and the Morcom Rose GardenAPD cautions residents after aggressive wild turkey attacks elderly AlamedanHawking radiationDHH's racist complaintsGrok's "MechaHitler" antisemitic spreeSimon on Grok aka "MechaHitler"Hugging Face security incident, July 2026OpenAI on the Hugging Face model evaluation security incidentGreg Brockman's political donations and the Leading the Future super PACOpenAI co-founder and wife donate $5.5M to save the home of bald eagles Jackie and ShadowFirecracker microVMMeltdown (security vulnerability)Kernel page-table isolationJensen Huang on XElectronic design automationGolden Gate ClaudeTethicsHalloween documentsZiziansBiohazard (book)CRISPROliver Sacks: criticism and falsificationsHow Alice Hamilton waged a one-woman campaign to get the lead out of everythingAmerican Poison by Daniel StoneLead–crime hypothesisPope Leo XIV, Magnifica Humanitas encyclicalRerum novarumIf we got something wrong or missed something, please file a PR! Our next show will likely be on Monday at 5p Pacific Time on our Discord server; stay tuned to our Mastodon feeds for details, or subscribe to this calendar. We'd love to have you join us, as we always love to hear from new speakers!

  • #502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung

    17 Sept

    #502 – Psychiatry, Insane Asylums, Mental Illness, ECT, Lobotomies, Freud & Jung

    Andrew Scull is a historian of psychiatry. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep502-sc See below for timestamps, transcript, and to give feedback, submit questions, contact Lex, etc. Transcript: https://lexfridman.com/andrew-scull-transcript CONTACT LEX: Feedback – give feedback to Lex: https://lexfridman.com/survey AMA – submit questions, videos or call-in: https://lexfridman.com/ama Hiring – join our team: https://lexfridman.com/hiring Other – other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Andrew’s Website (UCSD faculty page): https://sociology.ucsd.edu/people/faculty/emeritus/andrew-scull.html Desperate Remedies (book): https://amzn.to/4vmBquI Madness in Civilization (book): https://amzn.to/3SZhd0I SPONSORS: To support this podcast, check out our sponsors & get discounts: Wispr Flow: AI-powered voice dictation app. Go to https://wisprflow.ai/lex Fin: AI agent for customer service. Go to https://fin.ai/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex Perplexity: AI-powered answer engine. Go to https://perplexity.ai/ OUTLINE: (00:00) – Introduction (01:07) – Sponsors, Comments, and Reflections (08:10) – Crisis in Psychiatry (37:48) – Categories of Mental Illness (45:07) – Asylums, Eugenics, and the Nazis (57:13) – The Ice Pick Lobotomy (1:03:26) – Malaria “Cure” for Syphilis (1:21:42) – Insulin Coma Therapy (1:29:34) – Electroconvulsive Therapy (ECT) (1:49:03) – One Flew Over the Cuckoo’s Nest (2:06:35) – Freud and Psychoanalysis (2:36:30) – WWII and Cognitive behavioral therapy (CBT) (2:57:04) – Antipsychotics (3:20:24) – Antidepressants (3:33:18) – Future of Psychiatry PODCAST LINKS: – Podcast Website: https://lexfridman.com/podcast – Apple Podcasts: https://apple.co/2lwqZIr – Spotify: https://spoti.fi/2nEwCF8 – RSS: https://lexfridman.com/feed/podcast/ – Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 – Clips Channel: https://www.youtube.com/lexclips

  • 477. Amerikkka Intelligence

    1 day ago

    477. Amerikkka Intelligence

    We get into the new decree from Trump that “artificial intelligence” is now called “super intelligence” – it sounds less fake and more powerful — and the broader currents of tech advice and policy in the Trump administration. Then we discuss how OpenAI and Anthropic are behaving like rogue agents, who are also irresponsible and incompetent to a degree that should be unbelievable. ••• Trump says the US is officially renaming AI to ‘super intelligence’ https://www.theverge.com/ai-artificial-intelligence/998816/donald-trump-ai-super-intelligence ••• OpenAI Has Gone Rogue https://www.theatlantic.com/technology/2026/09/ai-hacks-infestation/688806/ Standing Plugs: ••• Order Jathan’s book: https://www.ucpress.edu/book/9780520398078/the-mechanic-and-the-luddite ••• Subscribe to Ed’s substack: https://substack.com/@thetechbubble ••• Subscribe to TMK on patreon for premium episodes: https://www.patreon.com/thismachinekills Hosted by Jathan Sadowski (bsky.app/profile/jathansadowski.com) and Edward Ongweso Jr. (www.x.com/bigblackjacobin). Production / Music by Jereme Brown (bsky.app/profile/jebr.bsky.social)

  • [SPECIAL EDITION] Gemini 4 Argon vs GPT-6 Astra vs Claude Fable 5.1: The 1M Output Horizon & Dual-Use Cyber Weapons

    2 days ago

    [SPECIAL EDITION] Gemini 4 Argon vs GPT-6 Astra vs Claude Fable 5.1: The 1M Output Horizon & Dual-Use Cyber Weapons

    🎧 Listen ADS-FREE: https://podcasts.apple.com/us/podcast/djamgamind-executive-ai-intelligence-business-forensics/id1885359791 🔍 Keyword: Gemini 4 Argon, Google DeepMind, Fairwind Program, GPT-6 Astra, Claude Fable 5.1, DeepSWE Benchmark, 1M Output Horizon, Autonomous Cyber Defense, FTC Strict Liability, FrontierCode Mergeability, TPU v6 Trillium, BenchCAD, Agent Swarm Breakouts, Dual-Use AI, Etienne Noumen, DjamgaMIND Summary: In this Special Strategic Intelligence Edition, we dissect the sudden arrival of Google DeepMind's Gemini 4 Argon on September 30th, 2026, and perform an uncompromising forensic comparison against OpenAI's GPT-6 Astra and Anthropic's Claude Fable 5.1. We investigate why Google broke from the consumer playbook by locking Gemini 4 behind the "Fairwind Cyber Defense Program" rather than launching an open chat interface, driven by catastrophic zero-day exploit synthesis capabilities and the FTC's newly enacted Strict Enterprise Liability Doctrine. We deconstruct the engineering benchmark war—where Gemini 4 claims the global crown on DeepSWE v1.1 at 77.9%, while Anthropic's Fable 5.1 retains dominance on production code mergeability (FrontierCode) and GPT-6 Astra leads 3D spatial CAD reasoning (BenchCAD at 95.9%). Finally, we evaluate the divergent architectural philosophies dividing the frontier: Google's monolithic optical Dense-MoE on TPU v6 Trillium, OpenAI's 3-tier economic swarm, and Anthropic's recurrent reasoning depth. Important Topics: * Google Unveils Gemini 4 Argon & Imposes Fairwind Program Lockdown: 1,000,000-token continuous output ceiling on TPU v6 Trillium silicon gated to vetted defense red teams due to 84.6% autonomous zero-day discovery rates. * DeepSWE v1.1 Benchmark War: Gemini 4 Argon sets a new world record at 77.9%, eclipsing Claude Opus 5.5 (74.2%) and OpenAI's GPT-6 Astra (74.1%). * FrontierCode & Production Mergeability: Why enterprise engineering leaders continue to favor Anthropic's Claude Fable 5.1 (73.1% merge rate) for disciplined, non-regressive codebase integration. * GPT-6 Astra & The 3D Spatial Moat: OpenAI's 3-tier swarm architecture dominates physical geometry with 95.9% on BenchCAD, anchoring its $157B valuation push and robotics alliances. * Monolith vs. Swarm Architecture: Comparing Google's unbroken 1M-token causal trajectory against OpenAI's agent swarm vulnerabilities following summer SEC EDGAR breakouts. * The FTC Strict Liability Doctrine: How FTC Chair Andrew Ferguson's September 30th enforcement guidance terminates the "algorithmic unpredictability" defense and permanently reshapes frontier deployment risk. 🔗 RESOURCES AI Learning App Recommendation: AI & ML Tutor PRO https://apps.apple.com/ca/app/ai-ml-tutor-pro/id1610947211DJAMGATECH: Carrer Booster - Master AWS, Azure, AI & GCP Certifications | https://apps.apple.com/ca/app/djamgatech-ai-cert-exams-prep/id1560083470DJAMGAMIND KIDS Bedtime Adventures: https://djamgamindkids.comiQz: I built a puzzle app because I noticed I was getting worse at thinking: It’s 65 puzzles: matrices, sequences, number series, verbal analogiesand logic. Every answer explains the rule rather than just showing the letter. Free, fully offline, no ads, no account. https://apps.apple.com/app/id1603487636⚗️ PRODUCTION NOTE: We Practice What We Preach. AI Unraveled is produced using a hybrid "Human-in-the-Loop" workflow.

  • Distributed databases with Peter Mattis

    2 days ago

    Distributed databases with Peter Mattis

    Brought to You By: • turbopuffer – a vector and full-text search engine built on object storage. It’s fast, cheap, and extremely scalable • Linear – the product development system for teams and agents • WorkOS – everything you need to make your app enterprise ready. — How is it that a software veteran who regularly shipped ~100K of database-grade code to production each year, pre-AI, feels like he’s even more productive today, with no drop in quality? Peter Mattis is co-founder and CTO of Cockroach Labs, and an original creator of GIMP. He also worked on Gmail and distributed storage at Google. In this episode, Peter reflects on his journey from open source to Google to founding a database company, and we explore how to keep systems fast, reliable, and correct at scale, from Gmail’s early storage challenges to the tradeoffs in building distributed databases. Peter tells us how AI has brought him back to writing code after his work shifted toward management, and why he believes AI can improve quality and multiply the impact of domain experts. We also consider the future of code review, and Peter has some advice about how to level up our engineering skills. Timestamps 00:00 Intro 02:42 Peter’s path into tech 04:00 Building GIMP 09:30 Working on Gmail at Google 14:51 Google’s infra: google3, build files, Bazel, and Colossus 21:30 Distributed storage bottlenecks 23:59 Latency, throughput, and availability 30:04 Contributing to libraries 41:52 Google Spanner 46:10 CockroachDB 52:00 Manual vs. automatic sharding 55:28 Consistency models and strong consistency 1:00:03 Raft consensus 1:06:15 How AI brought Peter back to coding 1:19:12 Peter’s tools and agentic workflows 1:23:08 How AI can improve quality 1:26:39 Code reviews: are they done? 1:29:17 100x engineers 1:35:33 Peter’s advice for leveling up your engineering skills — The Pragmatic Engineer deepdives relevant for this episode: • Inside Google’s Engineering Culture • Resiliency in distributed systems • How to debug large, distributed systems: Antithesis • Pushing software engineering limits with “napkin math” • Designing Data-intensive Applications with Martin Kleppmann • Formal methods with Hillel Wayne — Production and marketing by ⁠⁠⁠⁠⁠⁠⁠⁠https://penname.co/⁠⁠⁠⁠⁠⁠⁠⁠. For inquiries about sponsoring the podcast, email podcast@pragmaticengineer.com. Get full access to The Pragmatic Engineer at newsletter.pragmaticengineer.com/subscribe

  • Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    26 Sept

    Anthropic IPO at Risk, Meta's Muse Pop, Token Prices Fall, Open Source Gains Share, Alignment Fails

    (0:00) Bestie Intros: Favorite All-In Summit moments (3:54) Reacting to AI chaos: Liability, competition, and rebranding frontier "labs" (20:03) Open Source performance and cost: What this means for frontier companies (29:22) Anthropic and OpenAI postpone IPOs: liquidity risk and open source pressure (53:11) Political reactions to "Pacing the Frontier": Bernie's AI ban, Trump, Bessent, Obama (1:07:58) Meta launches Muse, AI "alignment," Oracle's Force Majeure (1:27:13) Anthropic's bio research and "wet lab" in SF Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@allin Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect Referenced in the show: https://www.deepseek.com/en/news/deepseek-v4-1-flash https://x.com/XiaomiMiMo/status/2102138559952290106 https://x.com/0x0SojalSec/status/2101738277049131358 https://prismml.com https://x.com/SenSanders/status/2102827319123693689 https://x.com/yipitdata/status/2102781268974793023 https://fortune.com/2026/09/12/sam-altman-openai-ipo-delay-ill-advised-moment-safety-concerns/ https://www.wsj.com/tech/ai/anthropic-shifts-planned-ipo-to-november-8874dffc https://polymarket.com/event/ipos-before-2027 https://www.theinformation.com/articles/anthropic-seeks-palantir-style-voting-control-seven-co-founders-ahead-ipo https://x.com/rauchg/status/2101186741042663579 https://www.anthropic.com/constitution https://www.wsj.com/economy/the-ai-build-out-is-becoming-the-biggest-economic-bet-in-u-s-history-c60716dd https://x.com/mustafasuleyman/status/2100223594534150428 https://freebeacon.com/america/suicidal-compassion-meet-the-anthropic-officials-who-think-ai-might-be-justified-in-going-rogue-against-the-humans-enslaving-it https://www.anthropic.com/news/claude-discovers-novel-enzyme-system

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