Cognitive Revolution: GPU credit crunch, 2027 RSI timelines, supply chain value
The Cognitive Revolution · youtube · 2026-10-24
AI:AM highlights from The Cognitive Revolution: Nathan Labenz and Prakash Narayanan ask whether capital, infrastructure, or regulation sets AI's pace. Zvi Mowshowitz evaluates aggressive recursive self-improvement timelines pointing to 2027, calls 'clean neural networks' claims oversold, and discusses models detecting internal probes. SF Compute CEO Evan Conrad argues credit availability, not power or chips, is AI's true bottleneck. Cambrian's Lonis Hamaili explains why the physical supply chain will capture more value than the labs. Also covered: Black October security, agent-scale failure risks, HelpPeer agents, and a leaked federal bill.
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