Research accounted for 13% of the relevant conversation across 23 episodes.
How to read it
Recurrence across podcasts does not mean agreement. The cited moments show the language behind each summary.
In the discussion
Well, I want to qualify that because Yes, in the specific sense that the assumptions on which the proof is grounded are going to be purely symbolic, kind of comprehensible scientific models. But the proof, which, as I said, could be incomprehensibly complex, could involve neur...
The cost of building and running AI, and how money moves through the market.
Trend this week
About the same6%of conversation
3 of 3 published weeks met the cross-podcast threshold.
16quoted moments6episodes5podcasts discussing this topic
A closer read
What changed
Its share fell from 7.6% to 5.6%, with evidence across 10 podcasts.
Where it showed up
It appeared in episodes including “Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%” and “ChatGPT Just Became a Work Agent”.
How to read it
6 cited episodes from 5 podcasts are shown below. The topic appeared across 10 podcasts in the full analysis.
Podcast moments from the week
16 quoted moments · 6 episodes · 5 podcasts
The Cognitive Revolution
Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%
“Interesting. Even months, I'm struck by how much confidence that seems to give the the folks at the American frontier companies there. They seem to be very confident that these months—”
“They show the comparison not only to GPT-5.5, Claude Opus 4.8, and Claude Fable 5 in terms of the score, but also in terms of the cost, with the strong emphasis being that not only do the GPT-5/6 series of models perform better, but they do so at a much reduced cost. Now you c...”
“Rayan from Vals wrote, wow, this model is fast. Across our benchmarks, we found it to be 1/4 the latency of Opus 4.8 and 1/2 the latency of GPT-5.5. I would expect Meta to have incredible web infra, but really don't know what witchcraft they're pulling to host the model for su...”
“So— Yeah. And when you say cheap, like it is dirt cheap, like it is It— yeah, it is like it's $2 in and $6 out compared to $5 in and $30 out for GPT-5.6. At least that's what the Grok team is saying. So that is quite a bit cheaper. The other thing I wanna mention is Mark Zucke...”
“I think from an AI standpoint, I am so interested in this. I know we've talked about the AI bubble before, but I'm really interested to see where we go from now until, say, the end of the year, next year, because it'll be really interesting. Does the investment pay off for all...”
“you look at IBM, IBM has like 70% of the staff are basically sales engineers, and the sales engineers are there to basically help you implement maintain, you know, do all the grunt work, etc. The labs are not doing that. The labs have decided, especially Anthropic has decided ...”
“Yeah, it's a great question. So there's really a lot to unpack there. So just a little bit of the background. The reason that we started to create our own foundational models, like this realization that what closed model providers are offering does not make sense for us econom...”
“Yeah. Because, you know, when I look at it right now, um, some companies clearly have enormous revenue bases, you know, OpenAI and Anthropic are rumored to have $30 to $50 billion in revenue run rate each. And, um, you know, in parallel, you see companies that are extremely hi...”
“Right. Well, I, I, I wouldn't want to even guess at what the ratio of success to failures will be this time around versus that time versus any other time when there was incredible boom. And if we go over the last 150 years, there have always been these kind of— Further back. Y...”
“Yeah, well, the actual— we have some areas where we're going to be coming out with some new things on it, but here's something really important. So when you ask me the crisis plan, you say it's so great, but You tell me it's not really doing much. You know, the numbers don't r...”
“Like when we had an explosion of tools, when we had these MLOps problems and investor money came in and then it was just extremely confusing to figure out the modern MLOps stack on top of the modern data stack. And I think that this is why, I mean, we're sort of contributing t...”
Its share fell from 21.6% last week to 13.1% this week, reversing the previous week's rise.
Share of this week’s podcast conversation
Recent weeks20.1%→This week13.1%
Came up less often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%
Well, I want to qualify that because Yes, in the specific sense that the assumptions on which the proof is grounded are going to be purely symbolic, kind of comprehensible scientific models. But the proof, which, as I said, could be incomprehensibly complex, could involve neur...
We, we are tapping into that a little bit. So there, there's a, a proof assistant called Colon, which is actually on GitHub. Again, it's like very, very early, but it's starting to be coded now. And that's gonna be the proof assistant for Safeguarded AI. It's kind of a databas...
Sources said the platform was rolled out internally in June. However, it's still unclear whether it will get the green light for a public release or when that would happen. Certainly, the product suggests that Cursor, now part of SpaceX AI, is looking to grow beyond their trad...
OpenAI has released ChatGPT Work, and we are going to talk about what that means in first impressions. But first, let's finally catch up on the now fully released GPT-5.6 model family. Now, this is the first time that OpenAI has split their model family into a set of classes. ...
OpenAI's GPT-5.6 Sol Is Here. And It's Really Freaking Good.
All right, we're gonna do a quick look at some of the basics here. Uh, 5.6 Pro SOL is out along with Terra and Luna. Now, SOL is only available for paid users. Terra and Luna will be available for free. That is kind of the medium and low. It's kind of imagine in the Claude wor...
Its share rose from 2.6% last week to 9.2% this week, reversing the previous week's drop.
Share of this week’s podcast conversation
Recent weeks9.6%→This week9.2%
Came up about as often as in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%
Yeah. So I would say overall program of guaranteed safe AI has a bunch of agendas within it. Safeguarded AI is one of those agendas. That's the name of the program that Nora now leads, and the concept there is not that we would prove that some AI is safe, but that we would tak...
But I guess at least we have a clear articulation of what they stand for and something to build from in their conversations with the government. Speaking of the overlap between the government and AI, Anthropic has appointed former Fed Chair Ben Bernanke to the board of their l...
Its share rose from 27.8% last week to 32.2% this week, reversing the previous week's drop.
Share of this week’s podcast conversation
Recent weeks29.0%→This week32.2%
Came up more often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%
Very interesting. On the market question, how do you— of course, everybody's using agents these days, right? I've got my little roster of agents on a couple of computers here at home.
Okay, great news. How much— it sounds like a lot of this does depend on— and this isn't like a crazy leap to make, but it sounds like you're envisioning a world where there's a broadly diffused and quite diverse and potentially full of all kinds of problematic AIs in a kind of...
Today on the AI Daily Brief, how to help people thrive with AI. The AI Daily Brief is a daily podcast and video about the most important news and discussions in AI. All right, friends, quick announcements before we dive in. First of all, thank you to today's sponsors, Robots a...
This isn't surprising when you find out that only 30% of employees at organizations with AI agents have actually received agentic training. Now, this study is the latest to show this sort of detail, but is far from the only one out there telling this story. Where we're going t...
And to recap, the big takeaway is that we now have 2 frontier models that perform very differently. Broadly speaking, the early consensus is that Fable 5 is the big model for massive long-running tasks. especially ones where there can be a lot of autonomy, while GPT-5.6 SOL is...
OpenAI's GPT-5.6 Sol Is Here. And It's Really Freaking Good.
I am very excited to see what this model, a really, really big model, looks like when it's hosted on Cerebras. Because I think that's gonna start changing the vibe of how you make stuff.
AI:AM Highlights: Exploring the J-Space, AI Superforecasters, SambaNova's Chips, & LTX Video Gen
Because as the models get bigger, you now need to move the weights and of course what we call the KV cache into the compute units. And that is essentially a data movement problem, right? And it's a data movement problem from the memory to the compute units. And it's a data mov...
It's a classic idea from computer architecture, pipelining and the use of a memory hierarchy to move the data when you need it to where you need it at the right time. And so the nice thing about these AI models is that you do have a graph of computation. And the whole idea of ...
So it's been over half a year. Kind of surprising that they haven't doubled down initially. It was a big deal, but regardless, makes sense that we have a new generation here. And now to applications in business. First up, we've got Etched pools 400+ engineers from NVIDIA, TSMC...
Essentially, this is an independent oversight and advisory board that sits on top of Anthropic's normal board of directors. Importantly, the Benefit Trust has the power to elect or remove one member of the corporate board, which escalates to 2 and then 3 according to time and ...
Awesome. That's, I think, a great one to start with. And thank you for inviting me on the show. I appreciate the opportunity. So I co-founded ZenML. about 5 years ago. So this was really almost at a point where MLOps was really reaching fever pitch on, there was all sorts of c...
So I think if anything, even if you throw away every other tool that we ever used in MLOps, the principles and the learnings that we took from productionalizing these applications at scale still translate and are being rediscovered even at the AIE Worlds where I sometimes hear...
Its share grew from 13.3% last week to 17.4% this week.
Share of this week’s podcast conversation
Recent weeks10.6%→This week17.4%
Came up more often than in recent weeks.
Podcast moments5 cited momentsViewClose
The Cognitive Revolution
Alignment with Awakening: Davidad on Moral Realism, AI Wisdom, & why His p(Doom) is Down to 5%
Yeah. And there's just also, they're going to be agents in the economy, and the economy is fundamentally competitive. And if you are not kind of set up to play some of these games, you're going to be the one taken advantage of, right? If only by humans in today's world. One of...
One of my predictions coming into 2026 was that we would start to see a role that I loosely called internally deployed vibe coders. Obviously, there is a huge trend towards forward deployed engineers where companies who are provisioning AI are also placing engineers inside the...
Today, 99% of our engineers use AI tools, more than 70% of pull requests are attributed to local or cloud agents, and our engineers have built 2,500+ agent skills across the software development lifecycle. Those numbers are exciting, but they led us to a much bigger question: ...
Today on the AI Daily Brief, more new models plus a big harness update from OpenAI. And before that in the headlines, Cursor also appears to be developing a harness to go after the larger knowledge work sector. The AI Daily Brief is a daily podcast and video about the most imp...
