AI:AM — Beyond Safety Scores: Funding Structural Alignment · September 23, 2026

Podcast: AI:AM · Prakash Narayanan & Nathan Labenz

Opublikowano: 2026-09-23

Prakash Narayanan and Nathan Labenz talk with Lewis Hammond and Wayne Nelms about how AI systems are getting cheaper and more capable, while the risks around coordination, cooperation, and tacit collusion are getting harder to ignore. The conversation also covers model distillation, recursive self-improvement, GPU futures, compute hedging, and the financial structure emerging around AI infrastructure. Chapters (0:00) Smaller models, bigger gains. (1:11) When AI agents cooperate against us. (2:00) GPU compute needs a financial market. (2:55) Brute-force compute can break standards. (5:13) Opening and model release race (7:29) Why models...