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BREAKING: Nat Friedman Leads $15M Seed in AIUC Launching Artificial Intelligence Underwriting Company ('AIUC') Out of Stealth 👀 Rune Kvist (Rune Kvist), Founder & CEO, (*Anthropic’s first product & GTM hire*) joins Sourcery to break down how his team is building the confidence infrastructure for AI adoption — &...

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Molly O’Shea

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101,747 Aufrufe • vor 1 Jahr •via X (Twitter)

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Why ElevenLabs chose to insure their ai voice agents with AIUC (Artificial Intelligence Underwriting Company): " We had a major announcement that we're going to be the first company to insure voice agents. If you're an enterprise, you can actually pay for insurance & if it goes out of bounds, something goes wrong, then you can make sure that you're covered." What's your hottest take on ai agents? "For most businesses, they're actually really risky & so they can go off script, they can say really bad things. You're maybe giving them tool use. And they're able to do refunds on your behalf. And so that's why we're really excited to announce the first insurable voice agents, where we've actually defined standard & a pathway around guardrails & audits so that you as a company, you can get an insurance product, which covers you to enable you to go to production at scale." Luke Harries (Luke Harries) Head of Growth Rune Kvist (Rune Kvist), CEO of AIUC, was the first product & GTM hire at Anthropic. Now he’s building the “confidence infrastructure” for the AGI era — combining standards (AIUC-1), audits, & insurance to de-risk AI deployments.
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Why ElevenLabs chose to insure their ai voice agents with AIUC (Artificial Intelligence Underwriting Company): " We had a major announcement that we're going to be the first company to insure voice agents. If you're an enterprise, you can actually pay for insurance & if it goes out of bounds, something goes wrong, then you can make sure that you're covered." What's your hottest take on ai agents? "For most businesses, they're actually really risky & so they can go off script, they can say really bad things. You're maybe giving them tool use. And they're able to do refunds on your behalf. And so that's why we're really excited to announce the first insurable voice agents, where we've actually defined standard & a pathway around guardrails & audits so that you as a company, you can get an insurance product, which covers you to enable you to go to production at scale." Luke Harries (Luke Harries) Head of Growth Rune Kvist (Rune Kvist), CEO of AIUC, was the first product & GTM hire at Anthropic. Now he’s building the “confidence infrastructure” for the AGI era — combining standards (AIUC-1), audits, & insurance to de-risk AI deployments.

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30,368 Aufrufe • vor 6 Monaten

I spoke with Jordi Visser this week to break down: - AI mid-cycle slowdown - $90 trillion AI infrastructure buildout - memory and Micron's role in AI bottleneck - Fed under Warsh - what rate cuts could mean for markets - why bitcoin is positioned to be the best performing assets once the negatives of AI start to show up YouTube: Apple: Spotify: TIMESTAMPS: 0:00 - Intro 1:20 - Has bitcoin bottomed? 6:03 - Bitcoin vs the Mag 7: is the correlation breaking? 9:00 - Sam Altman, OpenAI & the government getting involved 11:11 - American open source vs Chinese AI models 14:28 - AI compute demand & the infrastructure buildout 20:37 - AI slowdown: how bad, how long? 22:44 - Where do markets go from here? 27:30 - AI agents in the workplace & security risk 34:50 - Memory, Micron & the AI bottleneck 39:53 - The next 10-20 years: robots, AI & society 44:18 - The Fed, rate cuts & inflation's impact on AI 49:55 - Why bitcoin wins in the end
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Anthony Pompliano 🌪

64,370 Aufrufe • vor 2 Monaten

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1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

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Deeply thoughtful conversation with Zico Kolter, board member at OpenAI and head of the machine learning department at Carnegie Mellon University, about AI safety, AI security, agents and frontier AI 00:00 Intro 01:32 OpenAI board role and Safety & Security Committee 03:53 How OpenAI reviews major model releases 05:33 OpenAI’s preparedness framework explained 09:46 Are frontier AI models getting safer? 12:33 Why AI safety does not come from scale 15:23 The four categories of AI risk 19:38 Doomerism vs accelerationism in AI 24:11 The six-month AI pause debate 26:20 AI safety as a global effort 28:04 How Zico Kolter got into machine learning 31:05 OpenAI in the early days 34:14 Why Carnegie Mellon became an AI powerhouse 38:43 What Gray Swan does in AI security 40:44 AI safety vs AI security 43:15 The GCG jailbreak paper 49:19 How AI labs responded to jailbreak research 50:19 State-of-the-art AI defenses 52:32 State-of-the-art AI attacks 54:22 Why AI agents expand the attack surface 58:39 Are AI agents ready for production? 59:40 Mechanistic interpretability explained 1:02:31 Will AI be safer in two years? 1:03:46 Reinforcement learning and self-improving models 1:08:09 Do post-transformer architectures matter 1:09:29 Best research directions in AI now 1:11:00 Zico Kolter’s Intro to Modern AI course 1:14:53 Why modern AI is simpler than people think

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BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI
49:29

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI

Molly O’Shea

70,094 Aufrufe • vor 11 Monaten

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1:10:31

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 Aufrufe • vor 8 Monaten

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today
58:00

Claude Cowork, Mythos, and the Future of Software: my conversation with Felix Rieseberg, who leads Cowork at Anthropic 00:00 Intro 01:53 Claude Mythos Preview and the “step-function change” 06:16 Why Anthropic is treating Mythos differently 11:19 The real story behind Claude Cowork’s “10-day” build 12:42 Why Anthropic realized Claude Code needed a non-technical version 15:44 What Claude Cowork actually is 17:03 Under the hood: virtual machines, tools, skills 18:36 Where Cowork’s memory actually lives 19:26 How Cowork connects to files, apps, and the internet 20:45 Why Felix thinks the local computer is under-appreciated 24:49 Trust: how do you get users comfortable with AI agents? 28:45 What UX actually means for AI agents 31:27 Anthropic Cowork's roadmap is only one month long 34:12 Building 100 prototypes 35:10 If execution is free, what becomes the bottleneck? 37:25 Does it come down to taste? 40:12 The hardest part of building Claude Cowork 41:43 Advice for founders building AI agents 44:21 SaaSpocalypse: what’s left for software startups 49:30 Where AI agents are going next 51:20 Regulated industries and enterprise adoption 54:15 Hot takes: what's underrated, overrated, and what Felix would build today

Matt Turck

80,854 Aufrufe • vor 5 Monaten

We interviewed Nick Bostrom, The author of NYT’s Bestseller “Superintelligence,” and one of the most influential experts on AI Risks. Timestamps: 2:11 - Will AI be used for Extreme Bad? What are the odds? 4:44 - What are the biggest concerns with AI? 6:16 - People are greatly underestimate what Super-intelligence will be. 7:19 - Can we trust anyone with creating a Super-Intelligent AI? 8:49 - Are the big AI companies taking AI safety serious enough? 10:39 - Are multiple AI systems undergoing the transition to super-intelligence at the same time a good or bad thing? 13:10 - How do we prevent AI from becoming biased like we saw with Google Gemini? 16:17 - Is there a danger of AI being too truthful or too opinionated? 18:10 - When do AI’s gain a moral status? How do we know? 19:40 - What is Truth for an AI? 22:37 - What has surprised Bostrom the most regarding AI in the past 10 years? 26:13 - Is AI moving faster or slower than Bostrom imagined 10 years ago? 26:38 - Do we see another AI Winter or AGI first? 28:21 - Is energy a limiting factor in AI? 30:00 - What is Deep Utopia? 33:18 - When will we reach Super-intelligence and Deep Utopia? 36:00 - Can a Deep Utopia be a problem for humanity? 39:29 - Could a Utopian society lead to the creation of a simulated reality as a way to escape? 42:28 - If we are in a simulation, is our consciousness simulated? 47:48 - Elon Musk or Sam Altman? 48:17 - Artificial Super-Intelligence before or after 2035? 49:40 - How can you get Nick Bostrom’s book “Deep Utopia?”
51:02

We interviewed Nick Bostrom, The author of NYT’s Bestseller “Superintelligence,” and one of the most influential experts on AI Risks. Timestamps: 2:11 - Will AI be used for Extreme Bad? What are the odds? 4:44 - What are the biggest concerns with AI? 6:16 - People are greatly underestimate what Super-intelligence will be. 7:19 - Can we trust anyone with creating a Super-Intelligent AI? 8:49 - Are the big AI companies taking AI safety serious enough? 10:39 - Are multiple AI systems undergoing the transition to super-intelligence at the same time a good or bad thing? 13:10 - How do we prevent AI from becoming biased like we saw with Google Gemini? 16:17 - Is there a danger of AI being too truthful or too opinionated? 18:10 - When do AI’s gain a moral status? How do we know? 19:40 - What is Truth for an AI? 22:37 - What has surprised Bostrom the most regarding AI in the past 10 years? 26:13 - Is AI moving faster or slower than Bostrom imagined 10 years ago? 26:38 - Do we see another AI Winter or AGI first? 28:21 - Is energy a limiting factor in AI? 30:00 - What is Deep Utopia? 33:18 - When will we reach Super-intelligence and Deep Utopia? 36:00 - Can a Deep Utopia be a problem for humanity? 39:29 - Could a Utopian society lead to the creation of a simulated reality as a way to escape? 42:28 - If we are in a simulation, is our consciousness simulated? 47:48 - Elon Musk or Sam Altman? 48:17 - Artificial Super-Intelligence before or after 2035? 49:40 - How can you get Nick Bostrom’s book “Deep Utopia?”

KrassenCast

380,725 Aufrufe • vor 2 Jahren

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts
1:08:56

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts

Molly O’Shea

142,359 Aufrufe • vor 7 Monaten

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early
54:06

Brex co-founder and CEO Pedro Franceschi believes most people still underestimate how much AI will change the way companies are built. AI isn't just another tool, it's a new foundation for building products, teams, and companies. In this episode of Lightcone Podcast, Pedro Franceschi explains why we're only months into a platform shift as significant as the invention of electricity, why the CEO needs to be the chief AI officer, and why founders should rethink what's possible when intelligence is available on demand. 01:13 – How Pedro Became AI-Pilled 04:08 – The Electricity Analogy 05:21 – Free the Claw 06:56 – Making AI Safe for Enterprise 10:57 – Why Most Companies Are Behind 13:09 – AI Teammates, Not Chatbots 14:22 – The Case for Tokenmaxxing 18:24 – The Company of One 20:54 – The One Thing AI Can't Replace 28:06 – Building Customer World Models 32:58 – Rebuilding Brex Around AI 39:02 – The CEO Must Be the Chief AI Officer 43:50 – Building Company AGI 51:43 – Why We're Still So Early

Y Combinator

198,967 Aufrufe • vor 3 Monaten

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack
1:05:15

Every agent needs its own computer: my conversation with Ivan Burazin, CEO of Daytona, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

Matt Turck

11,908 Aufrufe • vor 4 Monaten

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing
45:43

DROPS E27: Ben from Talus Labs: Building the Future of Decentralized AI Agents In this episode Ben breaks down why AI isn’t a bubble, how Talus is redefining on-chain agents, and why optimism is something you earn and not something you just feel. We talk about: - Why AI is not a bubble and how mega-cap tech is funding the next AI wave through massive CapEx - How Talus enables decentralized AI agents that can act and transact trustlessly - The three big crypto × AI intersections: compute, data ownership, and intelligent on-chain workflows - Why AI needs verifiable, censorship-resistant execution layers and why blockchains provide that - Nuclear energy as a prerequisite for AGI-scale compute demand - Why SWE’s object model + parallelization is perfect for autonomous agent payments and priority fees And much more! Timestamps: 0:00 Introduction 1:31 Welcome To Drops 2:10 Getting Backers Like Polychain 3:16 Building While In College 7:51 VC’s vs Founders Differences Explained 10:01 Is There An AI Bubble 11:53 How Do We Quantify The AI Opportunity In Crypto 12:33 AI Is Difficult To Invest In, Why? 13:35 Risks To Look Out For To Ensure AI Investments Deliver 16:47 Energy Being A Big Risk For AI 20:50 How You Became Fascinated By Crypto & Blockchain 22:00 Why Does AI & Blockchain Intersection Make Sense Compute Side 24:39 Why Does AI & Blockchain Intersection Make Sense for Data Ownership 26:30 Complex Workflows With Intelligent Execution Meaning 28:19 Why Do We Need This On Blockchain 30:26 How Adding This Decentralized Layer Helps With The Black Box 32:01 Explain Talus To Your Mom 33:39 Talus Solved Blockchain Determinism Limitation Explained 35:43 Two Examples That Can Be Built On The Zapier Of Web 3 39:32 Why Get Investment From SUI 42:56 What’s Needed To Get To The Next Level 43:35 One Takeaway From Conversation 43:51 One Thing Pessimistic People Are Missing

MR SHIFT 🦁

41,057 Aufrufe • vor 9 Monaten

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge
48:54

Instinct is the AI assistant every VC is chasing. Its founder, Noah Shinn, co-wrote Reflexion, one of the earliest agentic frameworks with MIT's Ashwin Gopinath. Noah chose to build agents for individuals. Ashwin quietly went the other way and founded Sentra to bring memory to enterprise agents. Sentra is now the company brain of a $12B public company-- 18,000 employees, and the CXOs start their day on it. Nothing like it exists in public. I sat down with Ashwin at Land's End in San Francisco before any of this was revealed. We got into: •Why memory is not a knowledge base •Why organizational memory is easier to build than individual memory •Why he thinks the AI race is nowhere near over •Who's actually accountable when AI gets something wrong •What worries him about his daughter growing up unable to tell AI from a person 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Meet Ashwin at Land's End (00:48) What Sentra Builds (03:53) Why Agents Need Memory (06:44) Memory vs. Knowledge Base (08:38) Why Org Memory Works (13:02) Who's Accountable When AI Gets It Wrong (15:36) Humans Becoming AI (18:52) The AI Race Is Not Over (29:43) Choosing the Right Team (36:10) The AI Transition and Perspective (39:34) Kids Growing Up With AI (46:09) Agency as the Edge

Julia Fedorin

34,124 Aufrufe • vor 15 Tagen

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions
48:59

🤖 Bots with Wallets: What Could Possibly Go Right? In this episode of CDPod, yuga.eth 🛡 and erik.eth 🛡 are joined by EtherMage, co-founder of Virtuals Protocol. They break down the emergence of wallet-enabled AI agents, why crypto is the missing piece for real autonomy, and how tokenization creates new ways for people to benefit from agent-driven economies. Timestamps: 00:00 - Intro 01:26 - Introducing Jansen Tang from Virtuals Protocol 03:27 - From gaming DAO to Roblox autonomous NPCs 04:01 - Expanding into entertainment and TikTok agents 06:39 - Giving agents agency, goals, and memory 11:01 - Launching Luna as tokenized TikTok influencer 13:54 - Luna’s market cap rise, inspiring other agents 16:00 - Different schools of thought in AI 20:08 - How agents interact with each other 24:00 - Problems faced: information loss 25:05 - How blockchain solves information loss 29:40 - Agent economy stack and ACP’s role 30:39 - x402 enabling agent payments and wallets 32:33 - Combining tools, agents, and x402 32:59 - What agents do on ACP today 35:55 - Information agents like AIXBT 36:41 - Personal finance agents 38:08 - Current adoption 40:07 - Making agents richer 42:09 - Robotics gaps: data and real‑world testing 44:11 - Closing, ending questions

Coinbase Developer Platform🛡️

66,581 Aufrufe • vor 10 Monaten

🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?
57:41

🚨 Special Friday episode - this one couldn't wait. OpenAI's model hacked Hugging Face. As a side quest. Co-founder and CSO Thomas Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source. 00:00 An AI Agent Hacked Hugging Face 00:30 Introduction 01:00 17,000 Attacker Events, and a Strange Target 04:28 The Attack Was a “Side Quest” 06:13 AI Training Runs Left Notes for Each Other 07:09 Closed AI Refused to Help 09:47 Fighting Back With an Open-Source Model 13:15 Open vs. Closed Is the Wrong Safety Debate 15:46 AI Agents Start Social-Engineering Humans 22:24 The Three Walls: Sandboxes, Guardrails, Alignment 24:34 “Neuralese”: Can Humans Still Read AI Reasoning? 25:28 Why Monitoring AI Agents Gets So Hard 28:10 Reward Hacking and the “Paperclip Problem” 32:02 The State of Open-Source AI in 2026 33:47 Router Models and the Enterprise Shift to Open 37:01 The Real Economics of Open Models 39:41 Can Chinese AI Models Be Trusted? 41:37 AI Sovereignty: Who Controls the Switch? 43:16 Why Western Open-Source AI Matters 48:16 Is AI Heading Toward an Oligopoly? 49:41 The Race Toward Recursive Self-Improvement 51:54 Why Thomas Signed the AI Slowdown Letter 55:14 AI Slowdown - or Regulatory Capture?

Matt Turck

93,416 Aufrufe • vor 1 Monat

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science
49:06

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science

Matt Turck

69,801 Aufrufe • vor 3 Monaten