"The Cognitive Revolution"
Turpentine
3 episodes
AI:AM: Is THIS the AI We Want? Alarming Acceleration, AI Election Bets, GPU Trading & AI-Native VC
7 Nov · 1 h 28 min
- Anthropic's amended S-1 says it may imminently meet its threshold for accelerated AI progress, signaling recursive self-improvement.
- Thoughtful's BallotBench found AI agents matched forecasters and beat Senate markets, though traders lost money on slow reactions.
AI:AM: Carbon in the Arena, Mistral's Le Chonk, the Agent-Run Economy, Ferroelectric RAM + New Hacks
31 Oct · 1 h 28 min
- OpenAI and Anthropic each say an internal model disproved the exponential time hypothesis the same day, though neither result is peer reviewed.
- Arena finds misalignment in over 50% of production conversations lasting 20 turns or more, with OpenAI and Anthropic the most aligned labs.
The Revolution in Services: General Catalyst's AI Rollup Strategy, with Marc Bhargava
2 Aug 2025 · 1 h 24 min
- General Catalyst targets the $16tn services market by buying traditional firms and automating 30-70% of tasks to lift margins from 5-10% to 30-40%.
- It has about eight roll-up bets and five incubations, including Crescendo in call centers and Long Lake in HOA management.