AI:AM

Prakash Narayanan and Nathan Labenz are joined by Eric Olson, CEO of Consensus, and Tricia Martinez, founder and CEO of Dapple, to discuss two practical frontiers in AI: scientific research and sovereign infrastructure. The episode also covers Micron earnings, hyperscaler AI capex, Anthropic's Washington strategy, GLM 5.2 and Claude distillation allegations, GPU capacity constraints, AI inference...

Show Notes Prakash Narayanan and Nathan Labenz open with GPT 5.6’s customer-by-customer rollout and the broader question of whether regulatory controls are creating a moat around frontier AI. The conversation then moves through Forum AI co-founder Robbie Goldfarb on LLM judges and news accuracy, IgniteTech CEO Eric Vaughan on AI-native enterprise transformation, and Cameron Berg of Reciprocal Rese...

swyx joins Nathan Labenz and Prakash Narayanan to break down how AI agents are changing software development, from coding benchmarks and benchmark saturation to the practical realities of AI engineering workflows. The episode also covers GLM 5.2, Dean Ball’s move to OpenAI, the AI IPO bubble, and a 2026 forecasting game on OpenAI, GPT-6, AGI timelines, and NVIDIA’s market cap. Chapters (0:00) This...

Carina Hong, Doni Bloomfield, and Sam Pasupalak join AI:AM for a full episode on mathematical superintelligence, biosecurity law, and enterprise world models. The conversation moves from Lean-based formal verification and AI-generated conjectures to legal risk controls for dual-use biology, then into causal world models, long-horizon enterprise planning, and what comes after today’s LLM workflows....

Prakash Narayanan and Nathan Labenz start with the shock of losing Fable access, then Zvi digs into capability gains, classifier limits, government overreach, international controls, and how the AI race may reshape politics. Guests:Zvi Mowshowitz — Don’t Worry About the Vase (@TheZvi)Hosts:Prakash Narayanan (@8teapi)Nathan Labenz (@labenz)Topics:Anthropic Fable, Claude Fable 5, export controls, AI...

Liron S Shapira, Samuel Hammond, and Matt McKinney join AI:AM for a full-episode arc from AI doom debates to state capacity and supply-chain automation. The conversation follows AI leaving the lab: public risk arguments, fast governance questions, enterprise deployment, logistics data, sovereign AI, and the physical economy. (0:00) Opening: AI Meets the Real World (3:19) Cursor Was 50% of Anthropi...

Lovelace AI founder Andrew Moore joins AI:AM to argue that enterprise agents will be constrained more by context, recall, and data structure than raw compute. Prakash Narayanan and Nathan Labenz also cover Fable, Recursive, token anxiety, social-media memory, and prinz's legal AI benchmark showing where Anthropic falls behind OpenAI. The episode closes on frontier-lab governance, AI risk framing,...

Today on AI:AM — “The AI Producer Got Its First Guests.” Nathan and Prakash start with the market context around OpenAI weighing significant token price cuts and the knock-on pressure that could put on Anthropic after the Fable rollout. They also unpack Anthropic’s decision to walk back silent performance degradations on frontier ML research tasks, then explain the episode’s experiment: Fable had...

Today on AI:AM — “Fable, AI Safety and Julius. We open on a frontier-model launch day and what it changes: the debate over benchmarks reported with a fallback to a second model, the production guardrails that route sensitive work elsewhere, the compute-cost advantage of booking capacity early, and why the frontier increasingly looks like a two-actor race with the rest playing catch-up. Geoffrey Ir...

Today on AI:AM — “Build, Measure, Heal: AI’s Three Frontiers.” We open on the AI CEOs’ call to make DNA-synthesis screening law and what cheap intelligence does to biosecurity, then OpenAI’s new Sites product and the platform playbook of absorbing the app layer, the data-center and chip land grab, and why a fresh open model from NVIDIA still trails Anthropic’s best by a wide margin. Hooman Radfar...

Today on AI:AM — “AI Security and Real-Time Content Safety.” We open on Trump’s AI executive order — the polite 30-day model-review ask, classified benchmarks, and the state-vs-federal scramble where JB Pritzker has become the leading anti-AI candidate. Plus why the frontier labs seem calmer about regulation, and why the EO might actually trigger a security-review slowdown. Tal Hoffman & Yanir Tsa...

Today on AI:AM — “Self-Improving Tax Agents and Catholic AI.” We open on Google’s first equity raise since its IPO — Berkshire taking 12.5% of an $80B round — and what the scramble for capital says about an AI “megacorp” that may be too big to fail, plus the Bernie Sanders national-stake debate and why taxes may beat equity. Arthur Fernandes Araujo & John de Wasseige (OpenAI) on self-improving tax...

Trust and Recovery in AI. Andy Fernandez (HYCU) on backups as the enterprise black box, David Villalón & Manuel Romero (Maisa) on auditable digital workers, and Snehal Antani ( Horizon3.ai ) on the 77-second breach and why deception is the EMP of AI cyber weapons. Plus the disk trade and 1,766 miles of full self-driving. (0:00) Opening — Why a daily AI show (0:31) Why we need more AI shows (11:12)...