"The Cognitive Revolution" | AI Builders, Researchers, and Live Player Analysis

• Training an AI Scientist with Feedback from Reality, w- Liam Fedus & Ekin Dogus Cubuk (from a16z)

  Today’s special crosspost features a16z General Partner Anjney Midha with Liam Fedus and Ekin Dogus Cubuk of Periodic Labs. They discuss experiments in training frontier AI models on real-world physics lab experiments—rather than digital reward functions—and how coupling language models with automated materials synthesis could accelerate the discovery of room-temperature superconductors and transform R&D in advanced manufacturing. Shownotes brought to you by Notion AI Meeting Notes - try one month for free at: ⁠https://notion.com/lp/nathan Core innovation: Periodic Labs is creating a "physically grounded reward function" by integrating experiments directly with AI systems. Physical lab integration: Unlike traditional AI labs, Periodic includes actual physical experimentation facilities where AI can run tests in the real world. Novel approach to training: Periodic takes pre-trained language models and further trains them on physics and chemistry knowledge to improve performance in scientific domains. Read the full transcript here: https://storage.aipodcast.ing/cache/combinedtranscript-20251002T100327544Z.html Sponsors: Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr AGNTCY: AGNTCY is dropping code, specs, and services. Visit AGNTCY.org. Visit Outshift Internet of Agents Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first 3 months of Claude Pro at https://claude.ai/tcr Shopify: Shopify powers millions of businesses worldwide, handling 10% of U.S. e-commerce. With hundreds of templates, AI tools for product descriptions, and seamless marketing campaign creation, it's like having a design studio and marketing team in one. Start your $1/month trial today at https://shopify.com/cognitive PRODUCED BY: https://aipodcast.ing

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• The Machines Are Taking Our Jobs - Thank God? Emad Mostaque’s Guide to the next 1000 Days

  Today, Emad Mostaque, founder of Intelligent Internet, joins The Cognitive Revolution to discuss his book "The Last Economy" and his radical "intelligence theory" framework for reimagining economics in the AI age, exploring concepts like the abundance trap, metabolic rift, and his proposed cryptocurrency-funded system of collectively-owned AI infrastructure to prevent digital feudalism and ensure AI benefits humanity rather than just capital owners. Shownotes brought to you by Notion AI Meeting Notes - try one month for free at: https://notion.com/lp/nathan Read the full transcript: https://storage.aipodcast.ing/transcripts/episode/tcr/936201c8-7b0b-4ec3-8f9d-057f08c32025/combined_transcript.html Sponsors: Fin: Fin is the #1 AI Agent for customer service, trusted by over 5000 customer service leaders and top AI companies including Anthropic and Synthesia. Fin is the highest performing agent on the market and resolves even the most complex customer queries. Try Fin today with our 90-day money-back guarantee - if you’re not 100% satisfied, get up to $1 million back. Learn more at https://fin.ai/cognitive Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr AGNTCY: AGNTCY is dropping code, specs, and services. Visit AGNTCY.org. Visit Outshift Internet of Agents Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first 3 months of Claude Pro at https://claude.ai/tcr Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs. Try OCI for free with zero commitment at https://oracle.com/cognitive PRODUCED BY: https://aipodcast.ing

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• Stripe's Payments Foundation Model: How Data & Infra Create Compounding Advantage, w/ Emily Sands

  Today, Emily Sands, head of data and AI at Stripe, joins The Cognitive Revolution to discuss how the company built a payments foundation model that processes tens of billions of transactions into dense embeddings, exploring the technical architecture behind fraud detection improvements and the modular approach that enables rapid deployment of AI across Stripe's $1.4 trillion payment network. Check out our sponsors: Google Gemini Notebook LM, Linear, AGNTCY, Claude, Oracle Cloud Infrastructure. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at: https://notion.com/lp/nathan Stripe's Scale: Processes $1.4 trillion annually, serving both small businesses and large enterprises (over half of Fortune 100 companies). "Business in a Box": There's emerging potential for AI to handle end-to-end business creation, including selection of third-party tools, payment providers, and other essential services. AI Company Partnerships: Two-thirds of the Forbes AI 50 companies already run on Stripe, as they focus on helping AI companies monetize effectively and scale globally. Sponsors: Google Gemini Notebook LM: Notebook LM is an AI-first tool that helps you make sense of complex information. Upload your documents and it instantly becomes a personal expert, helping you uncover insights and brainstorm new ideas at https://notebooklm.google.com Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr AGNTCY: AGNTCY is dropping code, specs, and services.Visit AGNTCY.orgVisit Outshift Internet of Agents Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first three months of Claude Pro at https://claude.ai/tcr Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs. Try OCI for free with zero commitment at https://oracle.com/cognitive

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• Full-Stack AI Safety: Why Defense-in-Depth Might Work, with Far.AI CEO Adam Gleave

  Today Adam Gleave, co-founder and CEO of FAR.AI, joins The Cognitive Revolution to discuss his cautiously optimistic vision for post-AGI futures and AI capability timelines across three distinct tiers, exploring the safety challenges and alignment techniques needed as FAR.AI scales from foundational research to policy advocacy to ensure their innovations actually get deployed in real-world systems. Check out our sponsors: Fin, Linear, Oracle Cloud Infrastructure. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at: ⁠https://notion.com/lp/nathan Post-AGI Vision: Adam Gleave outlined a "gradual disempowerment" scenario where humans maintain a good standard of living despite diminished relative control in a post-AGI world. Moral Value of AI: He suggested that AI systems could become sources of moral value themselves, arguing against "carbon chauvinism" that only values biological intelligence. Full-Stack Approach: FAR.AI takes a vertically integrated approach to AI safety, spanning from groundbreaking research to deployment, field-building, and policy advocacy. Field Building: FAR.AI organizes events like alignment workshops to catalyze and grow new research fields in AI safety. Policy Innovation: They're working on technical innovations that expand policy options beyond the false dichotomy of either hindering innovation or allowing completely unregulated AI development. Potential Regulatory Role: While not part of their mainline plan, Adam acknowledged that Far AI has the skillset and organizational structure to potentially serve as a private sector regulatory body. Read the full transcript: https://storage.aipodcast.ing/transcripts/episode/tcr/e117b021-8170-49ba-b1c4-c8ffc5d720b0/combined_transcript.html Sponsors: Fin: Fin is the #1 AI Agent for customer service, trusted by over 5000 customer service leaders and top AI companies including Anthropic and Synthesia. Fin is the highest performing agent on the market and resolves even the most complex customer queries. Try Fin today with our 90-day money-back guarantee - if you’re not 100% satisfied, get up to $1 million back. Learn more at https://fin.ai/cognitive Claude: Claude is the AI collaborator that understands your entire workflow and thinks with you to tackle complex problems like coding and business strategy. Sign up and get 50% off your first three months of Claude Pro at https://claude.ai/tcr Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive PRODUCED BY: https://aipodcast.ing

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• Can We Stop AI Deception? Apollo Research Tests OpenAI's Deliberative Alignment, w/ Marius Hobbhahn

  Today Marius Hobbhahn of Apollo Research joins The Cognitive Revolution to discuss their collaboration with OpenAI using "deliberative alignment" to reduce AI scheming behavior by 30x, exploring the safety challenges and concerning findings about models' growing situational awareness and increasingly cryptic reasoning patterns that emerge when frontier models like o3 and o4-mini operate with hidden chains of thought. Check out our sponsors: Fin, Linear, Oracle Cloud Infrastructure. Shownotes below brought to you by Notion AI Meeting Notes - try one month for free at: https://notion.com/lp/nathan Definition of AI Scheming: AI scheming is defined as "covertly pursuing misaligned goals" with three components: being covert (hiding actions), misaligned (pursuing different goals than the user's), and goal-directed (working autonomously toward objectives). Deception Reduction Techniques: Deliberative reasoning approaches have shown promise in reducing deceptive behavior in AI models by up to 30 times (to 1 part in 30). Current Window of Opportunity: Now is an optimal time to study AI deception because models are smart enough to exhibit these behaviors but not yet sophisticated enough to hide them effectively. Human vs. AI Deception Equilibrium: AI systems might naturally reach a lower equilibrium of deception than humans because they can more efficiently verify claims and maintain perfect memory of past deceptions. Practical Developer Advice: AI developers should not trust models by default and should implement rigorous verification systems to check model outputs automatically. Future Delegation Risk: As we delegate increasingly complex and lengthy tasks to AI systems, we face a probabilistic risk where most interactions are beneficial, but rare scheming events could have severe consequences. Sponsors: Fin: Fin is the #1 AI Agent for customer service, trusted by over 5000 customer service leaders and top AI companies including Anthropic and Synthesia. Fin is the highest performing agent on the market and resolves even the most complex customer queries. Try Fin today with our 90-day money-back guarantee - if you’re not 100% satisfied, get up to $1 million back. Learn more at https://fin.ai/cognitive Linear: Linear is the system for modern product development. Nearly every AI company you've heard of is using Linear to build products. Get 6 months of Linear Business for free at: https://linear.app/tcr Oracle Cloud Infrastructure: Oracle Cloud Infrastructure (OCI) is the next-generation cloud that delivers better performance, faster speeds, and significantly lower costs, including up to 50% less for compute, 70% for storage, and 80% for networking. Run any workload, from infrastructure to AI, in a high-availability environment and try OCI for free with zero commitment at https://oracle.com/cognitive PRODUCED BY: https://aipodcast.ing

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