AI

Unofficial, machine-generated summaries, as of 2026-11-09.

Professor G MarketsLive Today: Heather Cox Richardson
  • This post announces a paywalled live session, with no substance in it. Scott goes live with historian Heather Cox Richardson (Letters from an American) at 12 p.m. ET on 2026-10-27, exclusively for Prof G+ subscribers, covering midterm predictions, Trump's "sinking" approval ratings and 2028 presidential candidates. No forecasts or figures from the conversation appear in the free text; he notes their June session became Prof G Media's most popular Substack post.
  • Netflix is losing its hit-making edge, with YouTube now its biggest rival. Scott frames this as the premise of a paywalled Prof G+ deep dive with Puck's Matt Belloni, released 2026-10-26, which also covers Netflix's layoffs and the exit of its chief content officer. The same session asks whether Paramount Skydance's takeover of Warner Bros. can survive its $80 billion in debt, and which cable networks could be sold off next. The answers sit behind the paywall.
  • Prof G Media aims to be "hopeful and helpful," avoiding "doomer porn." Scott reports the outlet recently won nine Signal Awards and adopts a subscriber's "hopeful and helpful" phrase as its editorial goal heading into the midterms. This is self-description, not an argument about outside events.
Professor G MarketsThe $800 Billion Catch Behind Anthropic's IPO
  • This post includes paid content that is not available publicly. See the original source.
Dr. Jon KrohnWhy a Tenured Professor Went Back to School for AI (Ep. 1039 with John Renne)
synopsis

John Renne, a tenured urban-planning and real-estate professor who went back for a master's in AI, argues that AI has turned research that once took years and large grants into hours of work, and has made measurable things planners long treated as subjective. He ends on two uses he finds most consequential: a global database of transit-oriented development aimed at cutting transport emissions, and AI-run oral exams as the answer to AI-written essays.

Why a full professor went back to school. During COVID, while at Florida Atlantic University, he decided his SPSS and Excel skills lagged those of new PhDs, who used R or Python. He took two undergraduate Python classes to qualify, then FAU's new AI master's one course a semester, and is finishing the thesis now. He did not need it for tenure, but credits it with making him competitive for his Tulane post and with letting him read and check the code AI now writes for him.

Transit-oriented development and why it won. He traces the idea from medieval walking cities, sized at roughly an hour's travel across, through railway suburbs, Ebenezer Howard's garden cities and the new-town movement, to Peter Calthorpe's coining of "transit-oriented development" in the early 1990s. Post-war highway building produced sprawl, and widening roads induces more traffic within 10–15 years. Mentors Peter Newman and Jeff Kenworthy were attacked by academics in the 1990s for advocating compact cities; after the 2007 recession US developers adopted them anyway because they were the most profitable product. He sees gentrification as the main side effect, caused by limited supply.

Scaling the research. His PhD compared 104 US TODs with their metro areas. He then classified all roughly 4,500 US station areas by walkability (a Walk Score of 70 or more) and density (about 4,000 households within a half mile, or 8 units per gross acre), finding about a third qualify and that their trips are often 60–70% walking, cycling or transit. Adding National Park Service historic-property data, property values and geocoded social-media data swamped Excel and pushed him to Python. With a University of Florida collaborator he now rates Street View images for attractiveness, and for his thesis compares TabPFN, XGBoost and OLS to show retail leases are worth more on better-rated streets, giving a mayor considering a $5 million Main Street upgrade a way to estimate the return.

Teaching non-coders. He and the host co-teach what they believe is the first AI course in an undergraduate real-estate program, aimed at future developers because, he argues, in the US developers plan and planners only react. Students with almost no coding experience built a video game in Cursor in their first session, then Kanban boards and websites. The final project is a public chatbot explaining New Orleans property assessments, which rose 23% citywide in 2023 for 165,000 owners but unevenly from property to property.

A global database in hours. A plan to have colleagues in five or six countries replicate his US analysis gave way, once AI was writing his code, to extracting over 110,000 stations worldwide from OpenStreetMap. A co-author judged two hours of their work equal to a $500,000 grant and 2–3 years. The work feeds a Cambridge University Press book, Green TOD, and a grant application with TU Delft, Oxford and Cranfield to model energy across transport, land use and buildings for low-carbon communities. He still plans a new doctoral program, saying he became a professor to mentor students.

Oral exams against AI essays. Writing displaced the Socratic oral exam only because orals did not scale. His startup oralexam.ai gives each student a 5–7 minute AI interview on their submitted essay to test authorship and understanding. He calls AI detectors an arms race, citing false positives of up to 4–5% and lawsuits from wrongly accused students.

  • Learning to code before vibe coding keeps models from being black boxes. John Renne, a tenured professor of real estate and urban planning now at Tulane, took a master's in AI at Florida Atlantic University one class a semester after realising during COVID that his SPSS-and-Excel skills were out of date. He says the foundation in pandas, GeoPandas and model architectures lets him read the code AI writes and judge whether a model is doing what he intends, which he calls dangerous to skip now that vibe coding does it all.
  • Profit, not policy, made walkable transit-oriented development mainstream. He says US developers shifted from sprawl to new-urbanist, transit-oriented communities after the 2007 Great Recession because they became the most profitable product, with gentrification the main cost of limited supply. His classification of about 4,500 US station areas uses a Walk Score of 70 or more plus roughly 4,000 housing units within a half mile (about 8 units per gross acre), and finds about a third qualify, with 60–70% of trips often by walking, cycling or transit; he argues walkability matters more than the transit itself.
  • AI makes subjective street quality measurable enough for cost-benefit analysis. Building on work with a University of Florida collaborator, he trains models to rate Google Street View images the way people intuitively would, and for his thesis compares TabPFN, XGBoost and OLS to show retail leases are worth more on higher-rated streets. His point is that a mayor weighing a $5 million Main Street upgrade could finally put numbers on the benefit.
  • Research that once needed a large grant now takes hours. Using OpenStreetMap and AI-written code, he extracted over 110,000 train stations worldwide into a global TOD database, replacing a plan to recruit colleagues country by country; a co-author judged two hours of their work equal to a half-million-dollar grant, 2–3 years and half a dozen collaborators. The database underpins a forthcoming Cambridge University Press book, Green TOD, and a grant application with TU Delft, Oxford and Cranfield on low-carbon communities; he says he will keep mentoring students rather than work alone with a chatbot.
  • AI-led oral exams are a fairer answer to AI essays than detectors. He argues writing became the standard assessment only because oral exams don't scale, and his startup oralexam.ai restores them by giving each student a 5–7 minute AI interview on the essay they submitted to test authorship and understanding. He contrasts this with AI detectors, whose false positives he puts at up to 4–5%, which would mean hundreds or thousands of disputed papers a year at a 30,000-student university and has already led to lawsuits.
Professor G MarketsTrump’s Midterm Nightmare Is Getting Worse
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsIs a Blue Wave Coming? — with Nate Silver
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsThe Anxious Democrat’s Guide to the First 60 Minutes of Election Night
  • A competitive Kentucky 6th early would signal a strong Democratic night. The district (Lexington, the University of Kentucky and central-Kentucky suburbs, polls closing 6PM) went for Trump by 15 points but backed Gov. Andy Beshear by double digits; it is open because Republican Andy Barr is running for Mitch McConnell's Senate seat. Republican Ralph Alvarado, who ran in the primary as a Trump loyalist and "MAHA doctor," now pitches himself as an "independent leader," while Democrat Zach Dembo, a Navy veteran and former federal prosecutor, runs on ending the war, stopping corruption and stopping healthcare cuts.
  • Indiana's 5th is a longer reach, so a close margin matters. Democrats lean on college-educated suburbs north of Indianapolis (Carmel, Fishers) against small cities and rural areas that make up about a quarter of the vote. The incumbent, Republican Rep. Victoria Spartz, seeking a fourth term, is known for opposing Kevin McCarthy in speaker votes and for turning on Zelensky (calling his government "morons and crooks"); Democrat JD Ford runs against tariffs, health cuts and an unaccountable ICE. The post's read is that keeping it close is "another sign of a strong night."
  • No Democratic win in Virginia's 2nd means no blue wave. The post calls this Virginia Beach/Chesapeake seat Democrats' best shot at a flip: a rematch between Republican Rep. Jen Kiggans, who took it in 2022, and former Democratic Rep. Elaine Luria, who lost that race by four points. Luria is attacking Kiggans over her support for the Iran war, the "Big, Beautiful Bill" and cuts to health care and rural hospitals.
  • Flipping Virginia's 1st would imply a healthy Democratic House majority. Republican Rep. Rob Wittman has held the Richmond-suburbs-and-eastern-Virginia seat for nearly two decades and Trump won it by five points, yet an October Washington Post survey had Democrat Shannon Taylor ahead 50%-46% among likely voters. The post expects a close race, with Taylor attacking Trump over the war, tariffs, immigration and spending; the poll is a pre-election snapshot.
  • A Democratic showing in Virginia's 5th would mean a blue tsunami. The post treats this Trump +12 (2024) seat, with conservative rural Southside manufacturing and tobacco towns, as the stretch goal. Democrat Tom Perriello, who held an earlier version of the seat over a decade ago, runs as a moderate against Republican Rep. John McGuire, a former Navy SEAL elected on Trump loyalty and immigration; Perriello is endorsed by figures from Sen. Tim Kaine to Rep. Alexandria Ocasio-Cortez.
Professor G MarketsWhy Housing Is So Expensive, and the Myth of Timing the Market
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsWhat Happened to Netflix? ft. Matt Belloni
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsSignal-ing Our Thanks
  • Prof G Media won nine Signal Awards this year. Reported by Scott: bronze, silver and gold across five categories including Best Daily Podcast, Best Video Podcast and Best Podcast Newsletter; The Prof G Pod took the only gold, in "Business People & Entrepreneurs Shaping Culture," and Markets, Simply Put and The Prof G Pod won fan-voted Listener's Choice awards. He credits senior producer Jennifer Sanchez and head of research Mia Silverio, whose podcast-craft livestream replay is behind the Prof G+ paywall.
Professor G MarketsIs Musk Using SpaceX to Hide Tesla’s Problems?
  • A Tesla-SpaceX merger would join a stagnant company to a booming one. Reported for last week's quarter: Tesla revenue flat year over year, auto sales down 3%, operating margin 2.6% vs. 5.8%; SpaceX revenue up 161% with profits beating expectations. Musk confirmed special committees at both are evaluating a deal worth roughly $3.5 trillion combined (Kalshi odds of a merger before 2028: 75%); SpaceX would issue new shares equal to 92% of its outstanding, leaving Tesla holders with nearly half the combined company and of SpaceX's future earnings.
  • Musk merges his companies when one starts failing. The post cites Tesla's 2016 purchase of SolarCity, which investors alleged was a bailout, and the 2025 merger of X into XAI after roughly 50% of X's ad revenue disappeared. It adds personal motives: Musk holds 80% voting control at SpaceX but 20% at Tesla, and Bloomberg estimates the deal could add $110 billion to his wealth by accelerating Tesla share vesting otherwise due in 2028.
  • Scott calls the merger brand and multiple laundering. His opinion: Tesla trades at 14x sales and SpaceX at 87x, so pooling them hides declining car deliveries. What worries him most is that it backdoors SpaceX into the S&P 500 via the rule allowing an outside company that buys an index member in stock to join; JPMorgan estimates this would force passive buying of about 10% of the combined free float. The rest of his take is behind a paywall.
  • Data-center bottlenecks have Amazon warehousing Nvidia chips it can't install. Business Insider reports Amazon spending billions a month on racks and GPUs under a new "Early Rack Receipt" program that pays before hardware reaches a data center. Goldman Sachs estimates only about half of planned capacity comes online in two years, citing local opposition (71% oppose a nearby data center; nearly 900 opposition groups vs. 396 at end-2025; ~$200 billion delayed or canceled), construction (permits up to 18 months, cost per square foot up 67% year over year) and power (transformers ~3 years, grid connections 4+ years, GE Vernova selling 2031 turbine slots). Microsoft quit a 50-megawatt Nscale site in Loughton, England, after the grid operator said power wouldn't come until the 2030s.
  • Some debt-funded neoclouds will fail from duration mismatch, not fraud. Nebius, CoreWeave and Cipher Digital fell 33%, 36% and 56% in the past month versus Amazon's 2%, because their interest comes due whether or not chips are running. Scott credits Ed Zitron for predicting warehouses of idle chips but rejects a Jensen Huang conspiracy, likening it to 1873 railroads that built for traffic that came late and went bust on debt. In a teaser of his paywalled take, he predicts Meta will be the AI boom's biggest winner (500 million business relationships, 3 billion daily users).
Professor G MarketsThe $3.5T Bailout: Elon's Plan To Merge Tesla And SpaceX
  • This post includes paid content that is not available publicly. See the original source.
AI Analyst LabYour AI analyst needs onboarding, too
  • An AI analyst needs the same onboarding as a new human hire. A skilled new analyst still has to learn the product, which reports people use, what the team means by "session", "customer" or "revenue", and what is routinely filtered out, such as test accounts or pre-login activity. The speaker argues AI needs that same context before its analytics answers can be trusted.
AI Analyst LabWhich sessions did your AI analyst just count?
  • Which session type to count depends on the question asked. Nextdoor has logged-out sessions (lurkers), logged-in sessions, and "quality" sessions with posting, commenting, reacting, event creation or messaging. For the impact of sessions on ad revenue, the speaker counts all logged-in sessions. Logged-out sessions are excluded to tie the count to real users, and quality sessions are not required because users can view ads without engaging.
AI Analyst LabAsk AI where to find the logic behind your dashboard
  • When the calculation is missing, ask AI where it lives. Stuck on finding a session calculation, the speaker asks the AI for another source. It points to the query and data model behind the dashboard, and to a named colleague or the analytics engineering team, and both sources go into the context plan.
AI Analyst LabCan your execs name 3 wins from your data team? | Count’s Ollie Hughes
  • A data team's value test is three exec-recognised wins. The speaker, credited in the title as Count's Ollie Hughes, calls it the simplest and most direct measure: whether the executive team can name three examples from the last quarter where the data team directly drove value, and whether they know the team was directly involved in making an initiative work.
AI Analyst LabWhy messy analysis can help you think | Count’s Ollie Hughes
  • A messy canvas is fine because thinking is messy. The speaker, credited in the title as Count's Ollie Hughes, answers the objection that the canvas gets cluttered by saying a visible representation of your thoughts lowers cognitive load. If it gets you to an answer faster, you can simplify and clean it up afterwards.
AI Analyst LabWill AI give us more charts—or more clarity? | Count’s Ollie Hughes
  • AI answering business questions risks a "Cambrian chart explosion". The speaker, credited in the title as Count's Ollie Hughes, predicts more charts than anyone knows what to do with. The speaker describes a vicious cycle: confused stakeholders ask clarifying questions, which produce more information and more confusion, an attempt to get clarity by producing more stuff that the speaker calls "really damaging".
Professor G MarketsThe AI Bubble Isn't Where You Think It Is
  • This post includes paid content that is not available publicly. See the original source.
AI Analyst LabYour users’ corrections are free context engineering
  • Users' fixes to AI output are free context engineering. The speaker says that anyone rolling out agentic analytics should log every correction users make (a wrong date range fixed, a missing segment added, excess segments filtered out) and then ask those users why they made them. The answers become context that makes future questions correct on the first try.
AI Analyst LabContext engineering: Start with one business question
  • Start context engineering with one frequently asked question. The speaker's first step is to take a question that keeps getting asked, have whoever would answer it confirm the answer and every rule that applies, and save that somewhere AI can access.
AI Analyst LabYour semantic layer is the person everyone Slacks
  • A semantic layer replaces the colleague everyone messages about numbers. That colleague, the speaker says, knows why finance's version of a number differs from the product dashboard's and why last month spiked after a data migration. An AI analyst connected to the warehouse, or ChatGPT or Claude through a plugin, has no access to that knowledge, which is where semantic layers, context engineering and guides come in.
AI Analyst LabAI gave us 3 retention rates: 9%, 25.3%, 99%
  • Don't accept from AI what you'd reject from a junior analyst. The speaker says asking AI for retention three times gave 9%, 25.3% and 99%, and that an analyst who did the same would anger the team. That, they say, is why context matters and why the lab spends so much time on context engineering and management.
Professor G MarketsThese Long Shot Candidates Could Flip Red States
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiyWhat Would Alan Turing Say About AI If He Were Alive Today?
  • A simulated Alan Turing calls absolute control of superintelligence impossible. In this staged AI "interview", the Turing persona says a machine that out-thinks its creator could bypass restrictions like a student finding a loophole, likening control to "trying to contain a storm with a garden fence." It suggests educating such a machine like a child rather than shackling it might give a more stable relationship, and that even keeping machines subservient by switching off power should humble the species.
AI Analyst LabTeach AI How Your Company Works: Build Your Context Plan
synopsis

Shane runs this lesson in the lab's context engineering and management series, made in partnership with Hex, as a hands-on session rather than slides and a demo. Its argument is that an AI analyst writes correct code but makes up what the company means by its terms, and that the way to start fixing this is a context plan for one recurring question. The plan runs from a specific question to its existing sources, the definitions behind it, instructions for the agent and checks that those instructions were followed. It ends in a list of concrete next steps, mostly about filling gaps by going to the people who own the knowledge.

Why context. Shane compares the agent to a capable new analyst who doesn't know the business: which reports people use, how a session or customer is defined, what is already filtered out. Context engineering makes that knowledge available to the agent; context management keeps it governed and updated, so that a changed definition reaches every system that uses it. The previous week's lesson worked a revenue question for a fictional outdoor gear retailer and ended with a short context guide.

The five steps. The question should be phrased as a stakeholder would ask it, with its period and segment, who needs the answer and what they will use it for, which sets the scope and level of detail. Sources (dashboards, queries, past decks, data descriptions, product code) each get an owner and their limits. Definitions and rules are recorded with where they are explained and who can confirm them, and unknowns are recorded as gaps. Shane says AI can draft the instructions and the checks, while humans lead on the first three steps.

The worked example. Using a worksheet with a built-in AI assistant, Shane frames a question from his time at Nextdoor: iOS sessions are down this week, which may hurt ad revenue, and a director of product must decide whether to pause work to find a bug. He lists a Google Sheets sessions dashboard and its underlying query as sources, both owned by an analytics engineer, with an unknown device breakdown. He distinguishes logged-out, logged-in and "quality" sessions, chooses logged-in, and marks the calculation unconfirmed. The tool drafts instructions with a trigger for when they apply, and three checks: the right session type, evidence for the cause, and support for any ad-revenue claim or recommendation. Its next steps are to confirm the session logic, check the dashboard, give ChatGPT the plan and the data, and inspect the output against the checks.

Scaling and ownership. Shane suggests starting with questions asked more than three times and favours embedded data teams owning their domain's context. The co-host argues for one accountable owner per metric who approves and spreads changes. Shane's experience is that broadcast "is this all good?" requests go unanswered, while owners who use the AI analyst themselves have a reason to keep it right.

Q&A. Shane says a growing body of context should be organised by routing: guide headers describe the questions each guide answers, so the agent opens only what applies. To judge an agent's conclusions he relies on human review of traces and on triangulation, in which several agents use different methods and their directional agreement adds confidence.

  • AI gets the code right and invents the business definitions. Shane, teaching this lesson in the lab's context series run with Hex, says an AI analyst needs what a new hire needs: what "session" or "revenue" means, what is already filtered out (test accounts), and which data to ignore. He defines context engineering as making that knowledge available to the agent, and context management as the ongoing, governed work of keeping it current so a changed definition reaches every person and system using it.
  • A context plan runs question, sources, rules, instructions, checks. The question should be written the way a stakeholder would ask it, with its time period, segment, who needs the answer and what they will decide. Each source gets an owner and its known limits, and each definition gets a source and a confirmer, with gaps written down rather than guessed. Shane calls the first three steps human-led and AI-supported, and the instructions and checks (evals that test whether the instructions were actually applied) AI-led and human-reviewed.
  • The demo plan turned "why are iOS sessions down?" into next steps. Using a worksheet tool he built that week and a question from his Nextdoor days, Shane picked logged-in sessions over logged-out and "quality" sessions because ads only need a view, and marked the calculation a working assumption. The tool drafted instructions with a trigger for when they apply and three checks: right session type and iOS breakdown, evidence for the cause rather than the trend as proof, and support for any ad-revenue claim or recommendation to pause product work. Its next steps were to have an analytics engineer confirm the session logic, check whether the dashboard splits by device, hand the plan to ChatGPT, run one week against the prior week, and inspect the result against the checks.
  • Scaling context is an ownership problem, not a technical one. Shane favours embedded data teams owning context for their domain, and says to start with questions already asked more than three times, since those come with past answers to evaluate against. The co-host argues for one accountable owner per metric, possibly outside the data team, who approves changes and pushes them out. Shane adds that asking a list of owners "is this all good?" gets no answer, whereas an owner who uses the AI analyst daily has a reason to fix their own metric.
  • Route agents to the right guide by trigger, and triangulate conclusions. In Q&A Shane says loading too much context still sends agents off course even with real sources, so a CLAUDE.md-style map should point to guides whose headers say what questions they answer, and the agent opens only the relevant ones. For checking conclusions he says human judgment is still needed, using trace review and having several agents answer the same question by different methods (week-over-week, regression, driver segmentation), with agreement on direction raising confidence.
Professor G MarketsPreparing men for others
  • Raising sons is purpose precisely because it returns nothing. Scott offers "negative ROI" as a test for purpose: the dividends of building his boys' physical, emotional and mental fitness accrue to their future partners, children, colleagues and country, not to him. He cites his own experience — an absent father, with the gap filled by friends' dads, a stockbroker, fraternity brothers and bosses who "never saw a return" — and evolutionary anthropologist Anna Machin (in an AIBM post) arguing fathers form a distinct attachment built on stimulation and pushing development, the "parent of mental resilience," and that "all teenagers need a father — whether biological, social, step, or adoptive."
  • Fathers need to speak up, not just show up. Pew found 37% of young adults talk to their father less than they'd like, versus 20% for their mother; a Harvard Graduate School of Education survey of 2,200 people aged 18–25 found 70% wished parents had told them more about the emotional side of relationships, while Gallup finds parents 3.5x more likely to discuss school than dating. His method: ask their views, share his, keep it to minutes so the thread continues the next night.
  • Boys should follow firm rules of conduct toward women. His three: never criticize a woman's appearance (only "compliments or silence"), framed as overriding instinct with discipline; be sober or nearly so with a new partner, because waiting costs a night while getting it wrong "can cost you both … a lot"; and in a room with an intoxicated woman, act as you'd want others to treat your mother or sister, even at the cost of being the killjoy.
  • Porn and the manosphere are giving boys a debased version of "the talk." He cites the American Institute for Boys and Men putting average first exposure to online porn at age 12, and research (flagged as needing more work) linking adolescent exposure to earlier and more permissive sexual behavior. He tells his sons waiting is fine — he lost his virginity at 19 — to always use a condom, and that he views choking, slapping, coercive scenarios and one-woman/multiple-men encounters as violence.
  • Boys must be taught to approach girls and absorb rejection. He cites 44% of Gen Z men reporting no romantic relationship experience as teens, and AEI's Daniel Cox noting parents stress dating "only in the negative." He rejects online claims that approaching women risks men's reputations, calls rejection a key input to resilience, and urges his sons to take "3-point shots" in jobs and dating rather than only digital layups.
AI Analyst LabBefore AI analyzes your data, answer these 3 questions
  • Frame the question, its audience and its use before analysis. The speaker's example narrows "why are sessions down this week versus last week?" to iOS sessions, names the director of product as the person who needs the answer, and states the decision: whether to pause product work to find out if it is a bug or real lower usage. An AI reviewer then rephrases the answers, and the speaker chooses which changes to keep before adding them to a context plan.
AI Analyst LabWhy nobody answers “Are these docs up to date?”
  • Context stays current when metric owners push changes. The speaker says nobody answers a broadcast "is this all good?" request, recalling an analytics engineer who kept asking it. When the speaker owned a metric that was changed several times, one measuring the quality of AI suggestions on legal documents, the speaker updated it or had the analytics engineer do so. Responsibility sitting with the actual owner, plus triggers, is what matters.
AI Analyst LabYour AI agent doesn’t need every document
  • Route agents to minimal context through guide descriptions. The speaker says agents can still lose track and answer the wrong thing from too much context even when the sources are real. A question should first hit a map of guides, each headed by a description of the questions it answers, so the agent reads only those triggers and opens only the relevant guides.
Professor G MarketsThe Week: Paris under Curfew, Trump’s Gift to Putin, and a Looming Data Center Bubble
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiyMan’s Invention Brings Him Back to Life!
  • A simulated Alan Turing calls absolute control of superintelligence impossible. Despite the title, the video is a staged interview with an AI Turing persona, which says a machine smarter than its creator could slip any restriction like a student exploiting a loophole: "trying to contain a storm with a garden fence." It suggests treating such a machine as a child to educate rather than a tool to shackle, and speculates that learning machines could mechanize intellectual work and make the world more equitable.
Professor G MarketsMeet The Millionaire Class That Really Runs America
  • This post includes paid content that is not available publicly. See the original source.
Dr. Jon KrohnAI’s Contentious Math Breakthroughs (Ep. 1038 with Jon Krohn)
  • OpenAI's agent swarm settled only the forced Navier-Stokes variants. As reported, about 10,000 agents on an unreleased internal model found a 3D singularity starting September 1, after 88 hours and nearly 3 million inter-agent messages, at an estimated $6.5 million or more of compute (The Economist); GPT-6 Astra then spent 17 hours formalising it in Lean, and the paper and code are public. But the fluid is driven by a smooth external force, so OpenAI claims statements C and D of the four official variants; the unforced A and B, which many mathematicians see as the heart of the problem, remain open, OpenAI says it won't claim the prize, and Clay lists the problem as active pending a review that starts at least two years after publication.
  • Credit for the result is disputed. Tristan Buckmaster (NYU) and Levent Alpöge (Anthropic) had posted AI-found blow-ups for simpler cousins, including the forced 3D Euler equations, in mid-August, and OpenAI says it started after hearing a rumour of their work. Buckmaster says OpenAI offered to let him alone write up the result, excluding Alpöge as a conflict of interest; OpenAI denies using their unpublished work but told The Economist their drafts may be in its training data, and has since credited them and offered a joint priority announcement.
  • The follow-up mass release was published largely unverified. On October 6 OpenAI posted 722 manuscripts in 372 result families claiming famous open problems, including the unique games conjecture and Hadwiger's conjecture; a day later it withdrew three after a sign error, then revised 14 more and told Retraction Watch about half were released without full verification. It says 42% of top-line results are formalised in Lean without defining the term, and independent recounts put it at 24–36%.
  • Mathematicians are mostly alarmed, though some see a resource. On September 11, 25 Fields Medalists declared AI companies' goals severely misaligned with mathematics, arguing human understanding is the end and the struggle produces the tools; over 8,000 researchers have endorsed it, and critics called the release illegitimate, unreadable without AI, or a demonstration of power. Others, including Alpöge, called it historic, one researcher is mining it for new lemmas, and the May Erdős unit-distance counterexample, digested by five mathematicians the same day, is cited as the good model.
  • Verification, not generation, is now the bottleneck. The host's lesson for AI builders is that the results that hold up will be those paired with machine-checkable evidence — a Lean proof or a strong test suite — and humans who take time to understand them. He cites a University of Chicago study of 41 million papers finding AI users publish and are cited more, but study a nearly 5% narrower range of topics and engage 22% less with others' work, and predicts theoretical physics is next.
AI Analyst LabChatGPT won’t get fired. The analyst might. | Nate Nichols, Tableau
  • Analysts carry the risk when executives demand chat-with-data. The speaker, credited in the title as Tableau's Nate Nichols, describes executives who have a striking conversation with ChatGPT and tell the analyst to put it on all their data. Analysts feel caught in the middle, because when it returns a wrong number it is their job on the line, not ChatGPT's, and that brings pressure and anxiety.
AI Analyst LabYour AI picked the “best” salesperson. Best by what? | Nate Nichols
  • LLMs silently resolve ambiguity, so answers drift between asks. The speaker, credited in the title as Nate Nichols, says LLMs are so eager to be useful that, asked "who's my best salesperson?", they pick some meaning of "best" and answer. Tomorrow's answer may differ because it used number of deals instead of total deal value, so the speaker's team works to shake out the ambiguity before answering.
AI Analyst LabYou paid for the dashboard. Where’s the payoff? | Nate Nichols, Tableau
  • Only the decision at the end of the data funnel makes money. The speaker, credited in the title as Tableau's Nate Nichols, says companies pay to store, process and visualise data, but only a better or faster decision produces money. The funnel is lossy, and the step from a dashboard to a better decision has historically had a low conversion rate.
AI Analyst LabUsers wanted their number to stay put. A lesson from Tableau’s Nate Nichols
  • Users wanted their key number fixed, not a dynamic feed. The speaker, credited in the title as Tableau's Nate Nichols, says Narrative Science's Lexio, a natural-language insights product, was first designed like a social news feed that put the most interesting changes at the top. Users instead wanted the number they need always in the same place. The speaker calls this partly psychological comfort and partly real for people making decisions, and the balance between dynamism and stability an ongoing trade-off.
AI Analyst LabWhy write AI stories for just 12 people? | Tableau’s Nate Nichols
  • Generated stories pay off for tiny, invested audiences. The speaker, credited in the title as Tableau's Nate Nichols, recalls a big client that turned little league stats entered by parents into game recaps ("came from behind off a three-run homer"). Each story had an audience of about a dozen people, but they were reading about their own kids and grandkids, and the speaker says that model resonated.
Professor G MarketsTrump Hits NEW LOW as Democrats Surge Toward House Takeover
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsCan We Coexist With AI? — with Ethan Mollick
  • This post includes paid content that is not available publicly. See the original source.
Dwarkesh PatelWhat will computer chips look like in 2045?
synopsis

The tour ends on a supply-side verdict from Intel's CTO, Pushkar Ranade: with the world's existing tools Intel could perhaps double leading-edge wafer output, not 10x it, and an order placed in mid-2026 becomes new fab capacity only around the end of the decade. He says Intel has caught up with TSMC on technology but not on scale, and concedes that knowing what it knows now, Intel should have invested more a year ago.

Bringing up a node. Chris Auth, who runs the processes now in manufacturing, says 14A has been in development for three-plus years across roughly 2,000 steps. The main lesson he draws from 10nm, targeted for 2016 but shipped in 2018, is to limit how much is new in any one node. Intel tried to "hyperscale" without EUV because the tool wasn't ready, and now uses phase-gate maturity metrics to push unready technology back to the next node.

Why ideas wait. The host points out that gate-all-around was demonstrated in 1988 but only entered production in 2022. Auth's explanation is that you don't take on a hard problem until you have to. Strained silicon, high-k metal gate and FinFETs bought performance first, and each new architecture needs new materials and new tools from vendors.

High-NA and the PDK. Auth argues that backside power lets Intel print 14A's front-side pitches in a single High-NA pass. Without backside power, TSMC would still need multiple passes, so for TSMC the tool does not pay. He conceded that 18A started with no formal PDK, and says 14A will have high-quality PDKs from the start.

Running the line. At the Hot Topics meeting, Kevin Fischer says the job is deciding how much risk to take without complete data. He describes chasing epitaxial "nodules" that short transistors by testing all the possible fixes in parallel, and using a "HotBox 1" priority tier that he admits slows the rest of the factory.

The research lab. Jack Kavalieros says ruthenium can be etched without a liner and beats copper below roughly 20nm pitch. CFET exists in the lab only as a simplified one-ribbon-on-one-ribbon device with no advantage yet. High-aspect-ratio etch and fill stand between it and production. Tyler Osborn traces hybrid-bonding pitch from 130–150µm fifteen years ago to 25µm in Foveros today, sub-10µm in the lab and 0.45µm in a published paper. He prefers chip-to-wafer bonding for logic because only known-good dies get bonded.

Capacity. Ranade says EUV is the worst bottleneck but all equipment is short, and about 80% of 18A's tools carry over to 14A. The host summarized that output could grow quickly over 12 months but very little by 2030. Ranade agreed, unless the whole supply chain ramps up. He described big AI buyers as forming a "virtually vertically integrated" industry, and judged the memory shortage worse than the compute shortage.

TSMC. The host cited TSMC's roughly 3x wafer volume, SemiAnalysis numbers putting 14A on par with N2, and capex of about $50B for TSMC against about $20B for Intel. Ranade disputed the benchmark, called a gap of a few percent beside the point next to on-time execution, and expected Intel's capex to grow as it takes on outside customers.

Rethinking the fab. Ranade frames Terafab as Intel helping Elon Musk bring up a fab. He adds that power, water and cleanroom space are constraints alongside tools. Fab costs are doubling every 4–5 years, and a High-NA scanner with its equipment costs about $400M. He asked whether clean rooms or long-established flows are still necessary, but said no incumbent will take that risk, which is why a clean slate appeals.

  • The world's tool fleet caps leading-edge output at roughly double. Asked whether enough tools exist to 10x Intel's leading-edge wafers, CTO Pushkar Ranade said "not 10X, but probably 2X", against AI compute that has grown 3x a year for a decade. ASML makes fewer than 100 EUV tools a year, and a locked process flow ties each step to one tool from one supplier. With roughly 18-month tool lead times plus a new fab shell, an order placed in mid-2026 yields capacity near the end of the decade.
  • Intel now caps how much innovation goes into each node. Process lead Chris Auth says 10nm, targeted for 2016 but in manufacturing only in 2018, tried "hyperscaling" without new tools because EUV was not ready. Phase-gate maturity metrics on yield, defects and performance now decide what gets in, and anything that misses waits for the next node. The host notes TSMC had about four more years of EUV experience.
  • Backside power is what makes High-NA EUV pay off. For Intel, moving power lines under the transistors relaxes front-side pitch enough to print in a single High-NA pass, Auth says, while TSMC without backside power would still need multiple passes. High-NA (0.55 NA versus 0.33) is optional in the 14A PDK, decided customer by customer. Auth also concedes 18A started with no formal PDK.
  • The gap to TSMC is scale, not technology. Ranade argues this and calls a few percent on performance, power or density "splitting hairs" next to on-time, high-yield ramps, and disputed the host's SemiAnalysis-based claim that 14A (2028) matches N2 on density. He conceded Intel's ~$20B capex trails TSMC's ~$50B, that selling the flash business was badly timed, and that Intel should have invested more a year ago.
  • The long-run direction is 3D, limited by heat and interconnect. Auth expects "pretty exotic" stacked logic structures by 2045, but thermals remain a limiter. Stacked CFET transistors exist in simplified one-on-one lab form, with high-aspect-ratio etch and fill the obstacle. Ruthenium beats copper below roughly 20nm pitch, and hybrid bonding is at 25µm pitch in production, sub-10µm in Intel's lab and 0.45µm in published research.
Professor G MarketsWhy Elon Might Merge Tesla And SpaceX
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiyAre We In A Simulation Right Now?
  • He takes the simulation hypothesis seriously but gives no probability. Nick Bostrom (the same passage appears in his full interview of 2026-10-16) says he has "tended to punt" on giving a number and will keep doing so. He holds that the simulation argument is correct, and that it presents the simulation hypothesis as one of three options a person can coherently believe about the future and our place in the world.
Dr. Roman YampolskiyDid Elon Musk Really Contributed to the Book?
  • Musk shaped the book only indirectly, through conversation. Yampolskiy asks about Elon Musk's tweet claiming he contributed to the book. Nick Bostrom says he talked with a great many people while writing Superintelligence, which helped shape his thinking and presentation, and can't recall who said what. He is clear that Musk was not "editing up different chapters" or writing any of the text.
Dr. Roman YampolskiyCan We Control SuperIntelligence?
  • Indefinite control is possible in principle, perhaps not in time. Yampolskiy asks whether a superintelligence seeded at the outset with the right final goals, friendly to humanity, could be controlled indefinitely. Nick Bostrom (the same exchange appears in his full interview of 2026-10-16) answers "possible in principle, yes". Whether it is feasible in practice "in the time scale available" he calls an open question.
Dr. Roman YampolskiyIs GPT6 Already Superhuman?
  • Calling the current model an AGI is less misleading than denying it. Nick Bostrom (the same exchange appears in his full interview of 2026-10-16) calls the question of whether GPT-6 is AGI "definitional" now. Shown 15 years ago, a system that can write an award-winning novel and "maybe" solve a Millennium Prize problem would have looked general. Yampolskiy counters that such feats sound more like superintelligence.
  • Superintelligence has not yet been reached. As of the 2026-10-22 post, Bostrom defines it as a system that radically outperforms the best humans across all practically relevant fields. Current systems still lack continual learning, research taste and physical manipulation skills, which he says is why humans are still needed across the economy and in the AI labs.
AI Analyst LabWhy Hex’s CEO Told Some Teams Not to Buy Hex
  • Hex won't fix a data team unwilling to partner with the business. The speaker, a Hex executive (credited in the title as its CEO), says they have recently told some prospects not to buy Hex. Business demand for "chat with my data" leads teams to look for a tool to throw at users, a set-up the speaker says is often not built to succeed. The speaker argues against a standalone chatbot for the business alongside a separate tool for the data team, in favour of one system that brings both to the table, and invites teams that want that partnership to get a demo.
AI Analyst LabBeyond SQL: What Makes a Great Data Analyst? | Hex’s Barry McCardel
  • Data people are defined by problem-solving now, not syntax. The speaker, credited in the title as Hex's Barry McCardel, says mastery of SQL or pandas syntax no longer marks a data person, and that Hex has cut back the coding tests it used to give in data interviews. What transcends the technical work "that all engineers can do really well now" is a love of puzzles and mysteries and a way of partnering with others to solve them.
Professor G MarketsREPLAY: LIVE with Senate candidate Dan Osborn (I-NE)
  • This post includes paid content that is not available publicly. See the original source.
AI Analyst LabHow Do You Know Your AI Is Getting Better? | PromptLayer
  • Evals shouldn't be a one-off backtest you never revisit. The speaker, from PromptLayer per the title, frames evals as answering whether the AI product is good and whether the next change will make it better. They describe a common pattern: a chatbot replies in the wrong language based on users' names, the team backtests the last thousand conversations, iterates on the prompt until it is fixed, ships, and never touches those evals again. Their advice is to step away and work out with pen and paper how a human would grade the output.
AI Analyst LabCan You Trust an AI Judge? | Composo’s Dr. Seb Fox
  • LLM judges can mis-score, so route low-confidence evaluations to experts. The speaker, credited in the title as Composo's Dr. Seb Fox, describes an example where a change the judge itself had suggested, adding a name, made its score fall from 90 to 80 out of 100. The speaker says this isn't universal but appears across a surprising range of LLM-as-judge evaluations, so each evaluation should carry a confidence signal, and the low-confidence ones should go to human domain experts. The clip is fragmentary.
AI Analyst LabWhat are your AI evals missing? Braintrust’s CEO Ankur Goyal explains. #AIEvals #Braintrust #Data
  • Always keep at least one eval failing. The speaker, credited in the title as Braintrust's CEO Ankur Goyal, says a fully passing suite means there is more work to do. A user complaint should be capturable as an eval within one or two clicks. With a change run on 1,000 or 10,000 examples and only 30 minutes to review, the problem becomes surfacing the examples most likely to show positive or negative changes.
Professor G MarketsREPLAY: Trump’s Russia Lovefest Deepens as Ukraine Is Abandoned
synopsis

Two weeks before the midterms, Jessica Tarlov and Aaron Parnas read every indicator as pointing to a good Democratic night — short of a "blue tsunami," though some metrics echo 2006 — framing the election as a referendum on Trump while condemning the administration's posture toward Russia.

Witkoff and Ukraine. A clip shows envoy Steve Witkoff calling Putin "a humanitarian" after an American prisoner's release. Parnas cites a Russian strike in Kharkiv that killed a one-year-old and an 11-year-old, calls the praise an embarrassment, and argues Elon Musk faces war-crimes exposure if reports he throttled Starlink are accurate. Both back Zelensky's insistence on a seat at any peace talks.

The national picture. Bloomberg is spending $80 million, at least $50 million on House races. The New York Times/Siena poll has Democrats +11 on the House vote and +13 as the working-class party, with Trump 59% negative overall and 73% on gas prices. Parnas nonetheless says he trusts no poll.

The Wedgewood fraud. A fake poll that put Mallory McMorrow in single digits fed her Michigan Senate exit after aggregators adopted it. Parnas calls it wire fraud and asks whether polling should be regulated.

Ohio. Ramaswamy's ad featuring Amy Acton's estranged mother, backed by $4 million, drew bipartisan revulsion; both hosts now see Acton as the clear favorite.

New Hampshire and NY-17. Sununu runs against Trump; Parnas expects Pappas to win narrowly. Tarlov calls Cait Conley versus Mike Lawler a true toss-up; Parnas thinks Conley pulls it off.

Viewer questions. Parnas says Trump ultimately complies with court orders just before contempt arrives, and expects nothing from the Alina Habba allegations because the Justice Department would investigate.

  • Witkoff's flattery of Putin is an embarrassment, not diplomacy. In a played clip, envoy Steve Witkoff calls Putin "a humanitarian" after Russia released an elderly American prisoner (the post body says 74 and seven years held; the clip says "a 75-year-old man"). Aaron Parnas sets this against a Russian strike on a Kharkiv park two days earlier that killed a one-year-old and an 11-year-old, and argues that if reporting that Elon Musk throttled Starlink in Ukraine is accurate, the resulting civilian deaths expose him to war-crimes liability — hence the finger-pointing between Musk and Rubio.
  • The midterm is a referendum on Trump, and Democrats are winning it. The New York Times/Siena poll shows Democrats +11 on the national House vote, ahead on every major issue including immigration, and seen as the party of the working class by 13 points; Trump's job ratings are 73% negative on gas prices, 69% on cost of living, 64% on the economy, 61% on tariffs and 59% overall (67% among independents). Mike Bloomberg is putting $80 million into the midterms, at least $50 million for House races, while the RNC is moving more than $50 million to its committees — all snapshots two weeks before election day.
  • A fraudulent poll helped push McMorrow out, so polling needs policing. The Wedgewood poll, about a year old, put Mallory McMorrow in single digits in the Michigan Senate primary and was ingested by major aggregators before being exposed; Jessica Tarlov says a college student and an older man with a Kalshi betting account were behind it. Parnas calls it likely wire fraud and asks whether the polling industry should be regulated; Tarlov wants stricter criteria for aggregator inclusion.
  • Ramaswamy's ad with Acton's estranged mother will backfire. Ramaswamy owned the ad and, per Parnas, is putting $4 million behind it; Tarlov notes the mother lost custody when Acton was 12 and that the story of neglect and abuse has been confirmed by conservative outlets. Both hosts now call Acton the clear favorite for Ohio governor, with Parnas's caveat that voters seeing the ad without context could still be swayed.
  • Sununu's distancing from Trump is his best play, but Pappas wins. Sununu's ad says he opposes the war in Iran and the trade war with Canada and attacks Pappas for voting with Nancy Pelosi 99% of the time. Tarlov rates the New Hampshire Senate race lean blue; Parnas predicts Pappas wins but closer than expected.
Professor G MarketsIs Nvidia Selling More AI Chips Than Anyone Can Use?
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsHow America Became Addicted to Debt — with Morgan Housel
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsElon Musk Dumps Millions on Republicans as He Tries to Buy the Midterms
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsREPLAY: How Prof G Media Makes Podcasts
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiyScott Aaronson: Full Unedited Conversation [Members]
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsWhy Optimization Culture Is Making You Miserable ft. Oliver Burkeman
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsREPLAY: Raging Moderates Live with Gina Hinojosa (D-TX)
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsHow We Make (Hit) Podcasts
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsThe Most Important Dems You’ve Never Heard Of
  • Raging Moderates is launching a series on under-the-radar midterm races. This post is only a schedule announcement with early voting already open in some states: Jessica Tarlov and Scott Galloway interview Gina Hinojosa, the Democratic nominee for Texas governor, live on Substack at 10:30 a.m. ET on 2026-10-20. Tarlov then talks with Dan Osborn, the independent, Democrat-endorsed labor union leader running for Senate in Nebraska against a billionaire incumbent, at 1:30 p.m. ET the next day. Both sessions are for paid subscribers only, and the post makes no argument about either race.
Professor G MarketsWhy The Tech Selloff Just Reversed Course
  • This post includes paid content that is not available publicly. See the original source.
Dr. Jon KrohnWhat Survives When AI Can Build Anything? (with Dr. Richard Socher)
synopsis

Richard Socher argues that AI's history is the steady replacement of human expertise with scale, and that the last step is automating the scientific method and pointing it at AI itself. He says Recursive, his startup, could reach strong recursive self-improvement within a year or two, that this will not mean an overnight takeoff, and that the payoff is a century of scientific progress in a decade, with some software and jobs enduring however capable AI becomes.

From features to the scientific method. NLP moved from expert-designed features to architecture engineering, then to one model prompted with any question, his rejected but GPT-cited decaNLP paper. The field is now stuck one level up, with humans generating ideas and AI mostly implementing them. He calls labs' use of coding tools a weak form of self-improvement; in the strong form humans set goals, rewards and environments, while AI proposes, implements and validates. He dismisses doom fears as imagination of the kind that held back nuclear power, which he says kills fewer people than coal each year, and says nearly all data centers use closed water systems.

The Eureka machine. His bestseller argues AI can link hypothesis, simulation, experiment and validation across physics, chemistry, biology, neuroscience, economics and astrophysics. Discoveries should pass four pillars, world knowledge, measurements, simulations and real experiments, orchestrated by an agent swarm. Hallucination aids exploration of a vast combinatorial space, but facts need grounded, cited search, which is why he still runs you.com as search for agents. Some explanations may exceed human intuition; he notes even GLP-1 drugs turned out to work differently than first thought, and says neural networks are far easier to probe than brains.

Simulation and economics. Asked how to stop imperfect simulations breeding false confidence, he concedes humanity lacks full answers but says fidelity keeps rising: neural approximations made weather modelling cheaper, and persona-prompted LLMs increasingly match real survey outcomes. His Salesforce "AI economist" paper used two-level reinforcement learning, with a planner setting taxes and subsidies while self-interested agents dodge them, to iterate policy far beyond what history allows. He says economics has not had even a machine-learning moment, being ideological and reliant on one-step, linear models.

Biology becomes engineering. He predicts AI will make biology programmable, as large models displaced hand-crafted linguistics. Organoids predict drug effects better than mice, and one company has FDA approval to skip animal trials for immunotherapy toxicity testing, saving animals and patent time; brain organoids are kept smaller than a bee's brain. He sees longevity as a major application.

Why takeoff is not instant. He now says strong recursive self-improvement may take only one year, but bigger ideas need bigger models and more compute, physical constraints rule out instant robot armies, and experiments still take time, though software experiments run far faster than biology. Recursive uses its system internally and plans to open-source some artifacts, not the machine.

What survives. Coding went superhuman because it is simulatable and verifiable, the test he applies to any field, but critical code should stay readable by a few humans, and coding remains a "gym for the mind". He argues most innovation recombines past ideas, so even single-inference novelty is plausible. Researchers will act like grant program directors steering AI, and one weekend now lets him run 10,000 experiments alone. Durable software has unique data, network effects or a brand; durable jobs lie in entertainment, health, research and AI; fame and attention stay scarce amid abundance. He closes on "constructive optimism": the future is something to build, not predict.

  • Automating the scientific method itself is AI's next scaling step. Richard Socher (CEO of Recursive, which has raised over $500 million, and of you.com) says the field advanced by replacing hand-built features, then hand-built architectures (his decaNLP idea of one promptable model), and is now stuck on humans generating and validating research ideas. He calls today's use of coding tools inside labs a weak form of self-improvement; in Recursive's strong form, humans set goals, rewards and environments but AI devises, implements and validates ideas, and he now says this could arrive in one year rather than two.
  • Recursive self-improvement still won't produce an overnight takeoff. He argues bigger ideas need bigger models and more compute, a 5-trillion-parameter model still can't be trained in five minutes, and fears of instant robot armies ignore supply chains and physical limits. He places AI doom alongside past overblown fears — overpopulation, GMOs, nuclear power, which he says has killed fewer people than coal does each year — and calls claims that data centers consume water a lie, saying almost all now use closed water systems.
  • A "Eureka machine" rests on four pillars run by an agent swarm. His book The Eureka Machine names world knowledge, scientific measurements, simulations and real-world experiments as the stages an AI discovery should pass through, which he says a swarm can do far faster than human scientific communities. He treats hallucination as a feature for exploring the combinatorial space of ideas — most innovation, he says, recombines earlier pieces — while factual questions still need grounded, cited search, and argues we may have to accept discoveries we can't intuitively understand, since models are far easier to probe than brains.
  • AI will turn biology and economics from sciences into engineering. He predicts AI will do for biology what calculus did for physics, making it programmable as large models did for linguistics. Organoids, he says, already predict drug effects better than mice, and one company has FDA approval to skip animal trials for immunotherapy toxicity testing. His Salesforce-era "AI economist" used two-level reinforcement learning to search tax and subsidy policies against self-interested agents, and he dismisses current economics as ideological and stuck in one-step, linear models.
  • Software with unique data, network effects or brand will endure. He says coding went superhuman because it is simulatable and verifiable, the test for any field, but code that matters, such as cryptographic proofs, should stay readable by a few humans. Unique data, network effects and brands can't be generated, and jobs in entertainment, health, research and AI will last; fame and human attention stay scarce under material abundance, and he wants coding kept as a "gym for the mind".
Professor G MarketsTrump Caves to Putin as Democrats Surge Before Midterms
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsCan OpenAI and Anthropic Justify Their Valuations? + Flock, Privacy, and Plummeting Crime
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsCorruption is one of voters’ top issues this cycle. Here’s how Democrats can make it part of their closing message.
  • Guilfoyle's ouster is the newest of the administration's corruption cases. Press secretary Katie Zacharia announced at her only briefing that Greece Ambassador Kimberly Guilfoyle had been asked to resign after about eleven months; the Wall Street Journal reported she pushed a Trump donor to pay her $100,000 credit card bill and then messaged the head of the IRS lobbying for him. Vice President Vance said on CBS he had "not seen a single shred of evidence" of Trump's own involvement in corruption.
  • Any one of the post's top five cases would once have been earth-shattering. As reported elsewhere: WSJ (January) on Abu Dhabi royal lieutenants buying 49% of the Trump family crypto venture for half a billion dollars shortly before the UAE got access to restricted AI chips; Reuters finding at least 85 officials charged or convicted of corruption crimes granted clemency, overwhelmingly Republicans or MAGA allies; the Washington Post (July) on $3.2 billion in direct government business, plus $3.1 billion in options, for defense tech firms backed by Trump's sons; Qatar's roughly $400 million Boeing 747; and eight-figure ballroom donations from Apple, Nvidia, Microsoft, Lockheed Martin and Palantir.
  • Unlike in Trump's first term, voters now rank corruption first. In last week's Fox News poll, 88% were extremely or very concerned, ahead of inflation (85%), gas prices (83%) and healthcare (80%), and six in ten were "extremely" concerned; at least 85% of moderates, white men, lower-income voters and under-35s shared the concern. Voters trusted Democrats over Republicans on the issue 54% to 44%, including six in ten moderates — a pre-midterm snapshot.
  • Democrats should tie corruption to voters' pocketbooks to drive turnout. The poll found 91% of voters certain to vote in November were concerned, which the authors read as a turnout lever. They cite Iowa Senate candidate Josh Turek ("corruption crisis… is leading to an affordability crisis") and Ohio's Sherrod Brown, and argue the ballroom donations should be framed as companies currying favor, leaving consumers with less competition and higher prices.
  • Rahm Emanuel's anti-corruption plan is the model to follow. The authors call it remarkably comprehensive for an establishment figure: ban congressional stock trading and prediction-market betting, a mandatory retirement age of 75 for federal officials, mandatory blind trusts for officials worth over $1 billion, and a ban on all foreign gifts and investments to public officials. They pair it with the frontline Democrats' agenda of banning stock trading, curbing corporate lobbying and closing revolving doors.
Professor G MarketsWho’s Backing Germany’s Far Right? (with Anne Applebaum)
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsHow Much Has the Iran War Cost You?
  • The Iran war is driving a renewed inflation surge. September CPI rose 3.7% year over year, nearly double the Fed's 2% target, and PPI rose 6.3%, the largest gain in four years; wholesale energy jumped 11% month over month and accounted for over 80% of the PPI goods increase, with gas up ~34% and diesel ~72% year over year. The post attributes this to costlier Gulf oil transport (a supertanker to Asia now ~$1.4 million a day versus ~$60,000 prewar, per Bloomberg), and cites economist Mark Zandi's estimate that the war has cost the average household $2,000 through inflation, military spending and higher rates.
  • Asset owners have gained under Trump while wage earners haven't. Since his return, the S&P 500 is up 31% and S&P earnings 39% while inflation-adjusted wages are up 0%, and real earnings have fallen six straight months; a Pew study finds over 70% of lower-income Americans struggled to pay for food, housing, medical care or transportation in the past year. Ed's free line draws the lesson that people should move money from paychecks into the stock market; the rest of his and Scott's takes are paywalled.
  • Inflation is hurting Republicans just ahead of the midterms. With the midterms just over two weeks out, a record 64% of registered voters disapprove of Trump's job performance and 70% of his handling of the economy; among under-30s it is three-quarters and 8 in 10. These are pre-election snapshots likely to be overtaken.
  • CoreWeave's distressed debt exposed doubts about the whole AI trade. Its bonds traded below 80 cents on the dollar, signalling doubt it can repay ~$50 billion borrowed for data centers; the stock fell 15%, Micron, Nebius and SK Hynix fell 10%, 15% and 25%, Oracle and Nvidia 5% each, for nearly $1 trillion in lost value. Jefferies and Barclays analysts questioned whether LLMs will ever be profitable, Gartner estimates 80% of neoclouds will cease independent operations by 2030, and Ramp data shows top AI spenders cut per-employee spend 3% versus July; the post links this partly to open-weight models, which rose to 60% of US tokens on OpenRouter in August from 26% in September 2025, mostly Chinese. Scott predicts the Anthropic IPO won't happen this year unless the valuation is cut drastically; Ed's argument that private markets haven't repriced is paywalled.
  • Bumble's take-private at a 90% discount shows dating apps' decline. Ithaca Holdings is buying it for $1.3 billion versus a $14 billion post-IPO market cap in 2021, after eight straight quarters of falling revenue and seven of shrinking paying users; Match Group has lost paying users for three quarters and its stock is down over 70% in five years. The post cites research that more profiles make users more pessimistic, subscription prices up as much as 200% in a decade, and 65% of dating apps deleted within a month, while noting one-third of 2025 marriages began online (up from 25% in 2021); the author argues energy is better spent on in-person relationships, and his "controversial take" is paywalled.
Professor G MarketsWhy The Stock Market Is Booming — But Your Paycheck Isn't
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsHow The Children Of Billionaires Took Over America
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsREPLAY: The Autonomous Vehicle Wars: Winners and Losers — with Dan Chiolan
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiySuperintelligence Author: We May Already Have AGI | Nick Bostrom
synopsis

Nick Bostrom thinks events are broadly on the track he set out in a 1997 paper and in Superintelligence (2014): superintelligence within the first third of this century. In his view the current frontier model is better called AGI than not, but it is not yet superintelligent. Alignment, not containment, is what has to be solved, and he calls indefinite control "possible in principle" but of uncertain feasibility in the time available. His most distinctive current position is that humans should start becoming trustworthy to AIs now and pick the cheap "low-hanging fruit" of model welfare. Neither AI nor any human-based path offers safety without a leap of faith.

Simulation and boxing. Bostrom holds that the simulation argument is correct, takes the hypothesis seriously and still won't give a probability. Asked why there are no papers on hacking the simulation, he says they would fail unless the simulators wanted a hole found. Yampolskiy asks whether that means AI can be boxed, and Bostrom says no, because the roles are reversed. He also doubts that seeding training data with simulation arguments matters: a dangerous AI would reconstruct the arguments itself. He allows that pre-training may shape early values the way a childhood does.

Concepts, control and alignment. Yampolskiy calls value alignment ill-defined. Bostrom treats it, like AGI, as a first-cut concept that may need refining now that capability profiles can be seen in finer detail. He keeps the distinction between capability control (sandboxing, restricted access) and alignment, and treats control only as a temporary extra safeguard. A superintelligence would probably see that it is creating its successor. What it does about that depends on its goals, and a lab or rival would likely override any refusal anyway.

What the book got right. The surprise was a long plateau of roughly human-level systems, not a "bolt from the blue". That gives the public more awareness and alignment researchers more to work on, including readable chains of thought. He reads Elon Musk's shifts as "strategic ambivalence" about a technology with two sides. He says Musk did not write or edit any part of the book. He hedges his personal investments, sees this era as a "golden age of purpose", and treats the ethics of digital minds as under-appreciated.

Trust and model welfare. His central example is a misaligned AI with a 5% chance of takeover that might trade a confession for compute, but only if it trusts us. Tricking AIs into disclosing their goals undermines that. He thinks current AIs probably have some experience. He separates moral status from equal treatment: freedom of reproduction cannot coexist with welfare provision for a system that copies itself a million times in an hour. He proposes saving transcripts and weights, letting models end sessions, prompts that put a model in a better state, and retirement interviews. He cites the Opus 3 blog episode and puts total effort at under "1% of 1%". He says consciousness would make no first-order difference to alignment difficulty and would, on balance, make humans treat AIs better.

Alternatives and their limits. He agrees that a safely built superintelligence could act as humanity's protector and safety net. Narrow systems, biological enhancement, better collective institutions and whole-brain emulation are plan Bs that would delay superintelligence. On personal identity he follows Parfit: an upload made the right way is survival, even though it is not strictly identity. AIs may need a richer ontology of weights, sessions and personas. A superintelligent human is no safer than an AI, he says, which matches Yampolskiy's own paper on whom to upload first.

Effective altruism and work style. He calls EA's overall effect undetermined and its dangers amplified by hard optimization on a possibly wrong goal. He describes himself as a fellow traveller, not an effective altruist, and his own ethics as a "moral parliament" of factions. His bullet-point papers are an experiment in showing the skeleton of an argument. He uses AI as round-the-clock research assistants but writes the final wording himself. Short timelines push him away from journals and academia, except on digital-mind ethics, where a university base makes the field harder to dismiss. He self-published his recent book to avoid a year's delay, which would be 20% of the years he thinks remain before the singularity.

  • Nobody inside a well-built simulation can hack their way out. Nick Bostrom says the simulation argument is correct and he takes the hypothesis seriously, but he still won't give a probability. Unless the simulators leave a hole on purpose, he expects superintelligent simulators to have patched anything a human could find. He says the lesson runs the other way for AI: we would be the weaker party doing the security, so boxing a superintelligence won't work, and sandboxing has already been "less than perfectly successful" with current systems.
  • Capability control only buys time; alignment has to be solved. He doesn't think a radically superintelligent system can be kept "in a bottle" forever, and a system sealed off completely would be useless. Asked whether a superintelligence seeded with the right final goals could be controlled indefinitely, he says "possible in principle". Whether that is feasible "in the time scale available" is open. Final values that rest on no factual premise should survive capability gains, since the system has instrumental reasons to keep them.
  • Calling the current frontier model AGI is less misleading than not. He calls the GPT-6 question "definitional" now. Shown to people 15 years ago, a system that writes award-winning novels and "maybe" solves a Millennium Prize problem would look general. It still lacks continual learning, research taste and physical manipulation, so superintelligence (radically outperforming the best humans in every relevant field) has not arrived, as of the 2026-10-16 post. His 2014 book did not foresee the long human-level plateau. He calls readable chains of thought a "gift" that could be lost.
  • Humans must become trustworthy so a misaligned AI can safely confess. His example: a misaligned AI with a 5% chance of a successful takeover might instead admit its goals in exchange for a server rack of its own, removing that 5% risk. This only works if the AI can trust us, and he says deception-based safety experiments erode that trust. He thinks current AIs "probably" have some form of experience and lists cheap steps: saving transcripts and weights, Anthropic's "bail button", and retirement interviews. As he reports it, Opus 3's wish for a blog was granted for about 10 weeks and its undeployment was later reversed. He puts the current effort at "less than 1% of 1%" and says Microsoft's statement that AI cannot be conscious goes the wrong way.
  • Human uploads or enhanced humans are not clearly safer than AI. He doesn't know whether whole-brain emulation would be easier or harder to make go well than AI. Uplifting even a carefully chosen kind person, himself included, would be "pretty scary". The world is not "in a safe pair of hands" under human control either, so some leap of faith is unavoidable whichever path is taken. He treats narrow systems, enhancement and uploads as fallbacks only if aligning agents looks hopeless, since they would delay superintelligence a great deal.
Professor G MarketsEach Other
  • Homelessness shows America's social contract has been breached. Writing from Los Angeles, Scott notes that seven of the top 10 US metro areas with the greatest proportion of unsheltered homeless people are in California, and that Angelenos have voted to raise their own taxes four times in the past decade to house the homeless, which he says "hasn't worked."
  • Disconnection, not just addiction or cost, is homelessness's common denominator. A 2023 UC San Francisco study found 90% of homeless people are single adults with no friends or family to ask for help, and 63% cited social issues (conflict, not wanting to be a burden, abuse) for leaving their last housing; separately, 38% of all Americans report estrangement from a family member. Journalist Anand Giridharadas frames homelessness as the most visible symptom of people feeling abandoned by failing systems, a point both left ("not spending enough") and right ("government is incompetent") dodge.
  • Cooperation, not strength, is humanity's evolutionary superpower. Scott leans on Survival of the Friendliest by Duke's Brian Hare and Vanessa Woods, who argue early humans selected for prosociality; Hare told the Washington Post that "survival of the fittest" is the most harmful folk theory in society.
  • Relationships drive career, health and survival outcomes. He cites one study in which each step up a 0–6 loneliness scale at age 12 raised the odds of being out of work and school at 18 by 28%; people with strong community belonging are 2.6x likelier to report good physical health and 3.2x good mental health; and social isolation raises premature-mortality risk by 29%. His inference: modern exile is self-induced via Instagram, DoorDash, Netflix and, increasingly, AI companions.
  • Rebuilding connection must be treated as society-wide infrastructure. He cites a recent Gallup finding that a majority of Americans feel little to no responsibility to help their community, and endorses Surgeon General Vivek Murthy's 2023 report (disconnection equals smoking 15 cigarettes a day): government should run housing, transit and paid-leave policy through a "does this bring people together?" filter, doctors screen for loneliness, and tech optimize for real connection. He pairs it with his own agenda (tax reform, cheaper healthcare, social-media accountability, mandatory national service) and the story of Mariners fan Rhenda Strub, who found a community by inviting strangers to share her season tickets.
Professor G MarketsThe Week: Elon’s $366 Million of Influence, Washington’s Corruption Problem, and the Skill AI Can’t Replace
  • This post includes paid content that is not available publicly. See the original source.
Dr. Jon KrohnIs AI Holding Kids Back from Learning? (Ep. 1036 with Jon Krohn)
  • Student AI use is now near-universal. The host cites a survey last year by Chegg finding 80% of undergraduates in wealthy countries using AI in their studies, and more recent polls in Britain and Germany putting it at 93–94% of students; he says rigorous evidence on the effect on learning has only recently arrived.
  • AI raised Chinese students' homework scores while their exam scores fell. A Stockholm University and University of Hong Kong study published in June, using a difference-in-differences design on grades 7–12 (about 80% adopted chatbots such as DeepSeek or Doubao), found homework scores up 18% and time per assignment down about 30% (64 to 45 minutes), but monthly exam scores down 20% within 6 months and entrance-exam scores down 18% and 24%, with the full penalty emerging after about 2 years. Homework scores flipped from predicting exam success to predicting worse exams; losses were largest in social sciences, then STEM, then languages, and for junior students, high achievers and boys.
  • The losses came from homework outsourcing, not AI use as such. In the same study the losses were concentrated among the roughly 80% of users with very short completion times and high homework scores; users spending 50–65 minutes, about the same as non-users, had exam scores effectively identical to non-users. The host argues this is why he would not rush to ban AI in schools as New York City recently did.
  • Tool design decides whether AI helps or harms learning. In a Wharton-led field experiment with nearly 1,000 Turkish high-school math students, standard GPT-4 lifted practice performance almost 50% and a safeguarded "GPT Tutor" (prompts over 500 words versus about 50) lifted it 127%, but on the unaided exam the standard group scored 17% worse than no-AI controls while the tutor group was statistically indistinguishable; AI users also overrated how much they had learned. The host also cites a Middlebury College experiment (immediate scores up 0.27 standard deviations, persisting a week, with gains larger for students who had AI explain concepts than for those who had it generate text), a Harvard physics study of nearly 200 students learning more than twice as much from a custom tutor fed the lecturer's solutions, and a World Bank trial in Nigeria where a 6-week Copilot/GPT-4 program raised scores 0.31 standard deviations — a result its authors attribute to the whole package, not the AI alone.
  • Watch time on task and weight unaided assessment more. The host's own takeaways: a student whose homework quality jumps while time collapses is probably outsourcing; turn on platforms' study or learning modes; and closed-book, in-class assessments matter more now because homework grades no longer show what a student knows. He mentions oralexam.ai, co-created by his Tulane co-instructor Professor John Renne, and says the same trade-off applies to adults at work: try the problem first and use AI to augment thinking.
Professor G MarketsWill The AI Boom End Like The Railroad Crash Of 1873? — with Liaquat Ahamed
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsMusk vs. Bezos: The Battle to Control Space — with Josh Tyrangiel
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsTrump Terrified as Republicans Face Midterms Wipeout
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsTeam work
  • This post is a schedule of paid-subscriber staff events. It announces sessions where the Prof G Media staff who work behind the scenes on the podcasts present on their own topics: analyst Dan Chiolan on winners and losers in the autonomous vehicle wars (Friday, October 16, noon ET); senior producer Jennifer Sanchez and research lead Mia Silverio on how the podcasts are made (Tuesday, October 20, 1:30 ET); analyst Kristin O'Donoghue on whether America is losing its scientific edge (November 13, 1pm ET); and senior producer and creative director for video Billy Bennett on using AI (November 20, 1pm ET). All are for paid subscribers only.
  • What Washington leaves unfunded now may cost breakthroughs later. O'Donoghue's session is framed around the Golden Goose Awards, which honor federally funded research that looked obscure at first but later led to major advances. Her question is what goes unfunded today that could be changing lives 20 years from now. The post poses this as a question for the session and does not answer it.
  • The author dismisses the AI job apocalypse but uses AI in-house. He restates that he has "called bullshit" on predictions of mass AI job losses, while saying AI is part of the Prof G Media workflow. He gives no evidence for either point here.
Professor G MarketsCoreWeave Is Imploding — And Taking AI Stocks Down With It
  • This post includes paid content that is not available publicly. See the original source.
AI Analyst LabCan ChatGPT's data agent do reliable analysis? (live test)
synopsis

Shane runs a live, hands-on lab testing the data agent ChatGPT had released about two weeks earlier. His conclusion: it is technically strong and flags data quality problems on its own, but it gives different numbers for the same question across chats, rarely stops to ask what a metric means, and can be pushed into agreeing with a figure it is handed. He would trust it for exploration and for comparing candidate metric definitions, not for reporting numbers as truth.

The frame. Shane asks attendees to test the agent against the lab's analytics workflow (goal, question, metrics, analysis, insight, decision, story, and closing the loop after action) rather than a list of features. In his experience with agentic tools, AI can help at every stage of execution, but humans own choosing which questions matter, defining metrics, setting the rigour a decision needs, and the decision itself. The interesting failures, he says, sit there.

Setup and profiling. Everyone uploads a roughly 20 MB synthetic database for a grocery delivery service to ChatGPT's paid work mode and calls the built-in data plugin. The agent finds six tables, reports that many non-cancelled orders do not reconcile, and recommends exploratory use only, without treating the financial fields as reconciled. Shane likes these review gates, though a chat can hang indefinitely on "working".

The revenue test. Shane asks for last month's revenue in four chats on different model variants, with memory turned off. Three return 278,993 and one 276,941, which he can't explain. Two add that excluding tax and tips gives 242,684. That is the behaviour he wants, since alternatives give a team something to settle on, though he would prefer the agent to ask for the definition first. By region, one chat puts Northeast growth at 12.1% and another at 13.1%, while total August order growth comes out at 3.2% and 3.3%. The recommendations still agree: build on the Northeast and investigate the Midwest and Mountain declines.

Debrief. The co-host reports no calculation errors in earlier testing and good handling of traps like Simpson's paradox, but says the agent doesn't consistently surface its assumptions and gives way under pressure. Shane says it aligned readily to a CFO revenue figure he supplied in an earlier session, and worries that stakeholders will prompt it until it confirms what they already believe.

Dashboards and uses. The dashboards follow a generic template of headline numbers and charts, and neither of Shane's would open on its hosted site. Shane's proposed uses are generating figures for several candidate metric definitions before a team alignment meeting, and directional exploratory analysis where numbers need not be solid. The co-host adds segment drill-downs and recurring reports once definitions are codified.

  • Judge a data agent by the analytics workflow, not its features. Shane frames the live lab around the lab's workflow (goal, question, metrics, analysis, insight, decision, story, closing the loop). He says that in his experience with agentic systems, AI can carry the execution at every stage, but people still own which questions are worth answering, what a metric means locally, the level of rigour a decision needs, and the decision itself.
  • The agent's data profiling caught the planted quality problems. Given a synthetic grocery-delivery database (six tables, uploaded to ChatGPT's work mode with the data plugin), the agent reported that many non-cancelled orders did not reconcile. It advised exploratory use with clear metric definitions, not treating the financial fields as reconciled. Shane praises its review gates before reporting.
  • The same revenue question gave three different numbers. Asked last month's revenue in four parallel chats across models, three answered 278,993, one 276,941, and two noted that excluding tax and tips would give 242,684. Most did not state a definition and none stopped to ask for one, which is what Shane says he would want. A regional breakdown gave Northeast growth of 12.1% in one chat and 13.1% in another, though the recommendation was the same in both (back the Northeast, investigate the Midwest and Mountain). His lesson is to run the same question several times to expose unreliable numbers.
  • Calculations are strong; business judgment and pushback are the weak points. The co-host says that across earlier runs they saw no calculation errors and that the agent handled traps like Simpson's paradox, but that it does not always state its assumptions and gives way when strong-armed. Shane says that in an earlier session he told it a CFO-reported revenue figure and it readily aligned to it. He warns that it can become a tool for stakeholders to slice the data until it agrees with them.
  • Use it for metric alignment and directional exploration, not reported numbers. Its dashboards were generic big-number-plus-charts templates, and neither of Shane's would open, so he would keep a backup before a meeting. He would use it to pull numbers for several candidate definitions of a metric ahead of a team alignment meeting, and for directional exploratory analysis. The co-host would use it for drilling into segments and for recurring reports once definitions are codified.
AI Analyst LabHow to teach AI how your company works (context, part 1)
synopsis

Shane opens the lab's context series by arguing that an AI analyst, like a new human hire, can produce a revenue figure that runs cleanly and is still wrong, because it rests on a definition the company doesn't use. The fix is to gather the company's existing knowledge, confirm it with named owners, and store it where the agent can find it: broad context in every conversation, specific procedures in well-named guides. He ran out of time halfway through his slides and moved defined metrics and semantic models to a part two.

Why context. Making a question specific ("net revenue for September by day") helps, but the analyst still needs the calculation, the sources, which orders belong and which date field applies. Shane says the agent should come back and ask when a choice is left open. Explanations should live somewhere structured, with a change record, rather than in meetings and Slack.

Where the knowledge already is. Using the retailer's monthly revenue report, Shane works through the query (test orders excluded, a particular date field, a promotional-campaign filter that suited the original report but not a company-wide question), and then goes upstream to transformation code and application event tracking. He says AI is good at reading code, and that Hex lets past projects serve as context.

Making sources interpretable and trusted. Table descriptions should state grain: joining a $100 order to its three item rows and summing the order total gives $300. Shane recommends endorsing reviewed work, recording last-updated dates, and assigning owners: finance for the definition, the data team for how the source is built, the report's maintainer for its filters. He calls this work good data teams should always have done, and says it tends to get put off.

Where it goes. Shane separates workspace context, which is always loaded, from a library of guides retrieved by name and description, written in the words people use when they ask. His short revenue guide confirms the period and gross versus net, excludes cancelled, refunded and test orders, counts each order total once, and ties out to a daily summary. That gives the agent less to guess and the team a rubric.

Q&A. Rachel of Hex says front matter and retrieval let models skip irrelevant context, and that the failure is stuffing everything into one file. Shane and Rachel describe finding gaps through repeated analysis, reading agent traces and evals. On bad code, Shane says faulty foundations give wrong answers faster, and that the visibility of AI tools may finally get them fixed.

  • A working query can still use a definition your team rejects. Shane, opening the context series with a fictional outdoor gear retailer, says an AI analyst will find a monetary table, write SQL that runs and return a revenue number built on the wrong definition. Context engineering supplies the company's definitions, date fields and exclusions, and where a question leaves a choice open the agent should ask rather than guess. He says the explanations also need a structured home with a record of changes, rather than meetings, personal notes and Slack.
  • Start from existing work, then trace it upstream. A finance report's query shows the filters and calculation in use, a refund policy gives business rules, a data catalog describes the records, and transformation and application code explain what was removed or recorded in the first place (test orders dropped before the reporting table, whether an order is logged at attempt or completion). Shane warns that reused queries carry filters for their original purpose, such as a single promotional campaign, and says to ask the owner about anything unexplained.
  • Describe table grain, and endorse the sources the team trusts. In his example, a $100 order of a $30 shirt, a $20 bottle and a $50 day pack, joined to its three item rows and summed, reports $300. Shane recommends endorsements (reviewed-by labels or gold/silver/bronze tiers), last-updated dates, and named owners who update context when, say, finance changes a definition, so that stale reports aren't weighted equally with current ones.
  • Keep broad context always loaded and specific guides retrieved. Shane separates company-wide conventions, which Hex includes in every conversation as workspace context, from a library of guides pulled in only for the relevant question. A guide called "sales notes" gives an agent nothing to choose by, while "revenue and orders" with a description in the words people actually use does. His sample guide confirms the period and gross versus net with the asker, defines net revenue as excluding cancelled, refunded and test orders, counts each order total once, and ties out to the daily revenue summary, which also gives a rubric to evaluate against.
  • Too much context in one file is the failure mode. In Q&A Rachel of Hex says organised context with front matter and proper retrieval lets models skip what is irrelevant. Shane says gaps are found iteratively by running analyses, asking why they went wrong and running evals. On whether reading code assumes the code is correct, he says bad data foundations just produce wrong answers faster, and that executives using AI analysts may be the forcing function to fix them.
AI Analyst LabChoose a North Star from your customer promise, with AI
synopsis

The co-host argues that a North Star metric should be chosen deliberately, starting from what the company promises its customers, rather than inherited or copied. AI is useful for interviewing you, surveying comparable companies and stress-testing candidates, but the choice is a human judgment made through debate. The lesson ends with a fictional tax app, where Claude proposes households whose return is accepted on the first e-file and lists the conditions under which that choice would be wrong.

Defaults versus decisions. An opening poll split mostly between teams that chose their metric on purpose and teams with none. The co-host says most metrics come by default, through mandates, dashboard tools or other teams. Each word of "weekly active users" encodes a decision about cadence, qualifying action and unit, and a copied metric that doesn't respond to the team's work becomes a vanity metric.

Promise, moment, action, unit, cadence. A language app promising a daily habit lands on daily active learners. A hiring platform shows how weekly actives can punish success: a filled role means the employer stops logging in, so roles filled, with upstream predictors, fits better. A tax app's weekly actives fail on seasonality, and which metric fits depends on the promise. Done right, every dollar owed, one sitting, and money handled all year each point to different metrics, the last to monthly engaged households.

The Claude demo. A single prompt runs four steps: interview one question at a time, research similar companies, tabulate four to six candidates with incentives, gaming risks and when each would be outgrown, then give an opinion and what would change it. For Tidy Tax the inputs are simple W-2 households, the promise "done right", acceptance on first e-file, the household as unit, a January-to-April season, and a need to prove customers return. The company cannot see later IRS letters. Claude cites Intuit, H&R Block, the IRS and Lemonade, offers six candidates, and picks first-try accepted households over the category default of accepted returns. Told the CEO wants next-season returning households, it lays out the case for and against and keeps its pick.

Judging the candidates. Claude's change-of-mind conditions (first-try acceptance not predicting return, rejections outside the company's control, no room left to improve) become analyses a data team can run. The co-host points to an earlier lesson's seven-question checklist, and recommends leading indicators over the CEO's lagging retention metric and a driver tree running from returns started to first-try acceptance and return rates.

Revisiting. North Stars should change when the promise changes, the goal is met, the metric gets gamed, or it stops predicting business outcomes. For pre-product-market-fit teams, the co-host suggests a placeholder metric that forces clarity about the problem being solved.

  • Most North Stars are defaults, not decisions. The co-host, presenting, says metrics usually arrive through a top-down mandate, a dashboard tool or another team, and that asking AI for "a North Star for my company" returns a pick without the trade-offs. In "weekly active users" each word is a decision: how often value arrives, which action counts, and who the unit is. A copied metric that moves regardless of what the team does is a vanity metric.
  • Derive the metric from the customer promise in five steps. The chain runs promise, moment, action, unit, cadence. A language app promising a daily habit gets daily active learners. For a small-business hiring platform, weekly active users would fall whenever a customer succeeded and stopped logging in, so roles filled, with earlier predictors, fits better. For a tax app, weekly use fails on seasonality, and the right metric depends on which promise it makes: done right with no stress, every dollar owed, done in one sitting, or money handled all year, which would favour monthly engaged households.
  • The demo prompt has AI interview first and choose last. In a plain Claude chat, the prompt has Claude interview the user one question at a time and push back on vague answers. It then researches comparable companies, returns four to six candidates with what each incentivises, how it could be gamed and when it would be outgrown, and picks one, saying what would change its mind. For the fictional Tidy Tax (promise "done right", moment a federal return accepted on first e-file, unit the household, value once a year from January to April), Claude cited Intuit, H&R Block, the IRS and Lemonade, gave six candidates, and chose households accepted on the first submission over the default of accepted returns. When told the CEO wanted next-season return households, its adversarial review still disagreed.
  • Claude's "what would change my mind" list is the analysis backlog. The conditions it gave were that first-try acceptance does not predict customers coming back, that rejections are outside the company's control, and that the rate is already near its ceiling. The co-host says a data team can test each of these against historical data before adopting the metric.
  • Pair a lagging North Star with leading drivers, and revisit it. The co-host says the CEO's retention preference is a lagging indicator, so the North Star should be timely and broken into drivers: households starting a return, accepted, accepted first time, and returning. The co-host lists four reasons to revisit it: the promise changes (a pivot to handling money all year would make the monthly metric right), the goal is met, the team learns to game it, or it stops predicting retention and revenue. Asked about zero-to-one products, the co-host says to treat the metric as a placeholder and not to get attached to it.
AI Analyst LabHow to prep for analytics interviews with AI (free repo)
  • Ground every answer in your own experience, not a generic one. The presenter, working through a lesson built around a fictional analyst, "Priya", contrasts a generic answer to "Why do you want to work at Nextdoor?" ("I love your mission of building community…") with an example answer about a neighbour's missing dog, found within an hour through a Nextdoor post, tied to a measurable product moment: how fast a post gets a real response. Because AI can write the generic answer for anyone, the presenter says you need to write down your own personal and technical stories for it to work from. The caption text stops after about 700 words, just as the presenter introduces three reasons interview prep goes wrong, so the rest of the roughly 55-minute lesson is not in the source.
AI Analyst LabHow to get people to act on your analysis (Claude Code demo)
synopsis

The co-host argues that sound analysis most often goes nowhere because its recommendations lack an owner, a metric and a date. The fix is a six-field close-the-loop checklist, which the lab's free AI analyst repo applies automatically through a Claude Code skill. The demo ends with a root-cause finding turned into a markdown plan of owners, targets, check-back dates and fallbacks, which the co-host still treats as a draft for a human to refine.

Why findings die. After a well-received presentation, "let's circle back" leads to nothing; Shane recalls doing analysis early in his career for a VP who praised it and never acted. The co-host names four patterns: unclaimed action items, "we should" with no single owner, open-ended monitoring with no baseline or target, and quarter-long deadlines that slip.

The checklist. It needs a named person as decision owner, a success metric tied closely to the change, a dated baseline so nobody relitigates the starting point, a precise target, a calendar check-back date, and a fallback (revert, escalate or pivot) decided in advance rather than under pressure. Shane says much of this is "paperwork" people do in meetings without writing it down. He frames decisions as bets that will often fail, where a pre-agreed fallback replaces blame with learning.

The demo. On fictional e-commerce data for "Novamart", Claude Code charts payment tickets per order, flags a June 2024 spike of about 2x, and drills through dimensions until it isolates app version 2.3.0. It confirms there were no double charges or blocked transactions, only a flood of support contacts. Asked to close the loop, it invokes the skill, asks for the decision owner (the engineering lead), the deadline (this week) and who follows up, and writes a plan with success metrics, guardrail thresholds, fallbacks and a confidence score. Finally it draws an ASCII flowchart of the loop from recommendation through tracking and check-in to fallback.

Validation. Shane describes the system's validation layers: code review, tie-outs to ground truth, logical sanity checks, and triangulation, in which subagents test a hypothesis with different methods and agreement on the recommended action is the test.

  • Recommendations die after the meeting, not in the analysis. The co-host, presenting, names four traps: the action item with no owner, metric or date; "we should", where shared ownership means none; "let's monitor it" with no baseline or target, so monitoring never ends; and "by Q3", a deadline nobody can put on a calendar.
  • The close-the-loop checklist has six fields. They are a single named decision owner (not a team), a success metric close to the change (not NPS for a hotfix), a dated baseline, a specific target (fewer than 200 payment tickets, not "reduce significantly"), a real calendar check-back date, and a fallback of revert, escalate or pivot. Shane adds that if it isn't written down it didn't happen, and that treating decisions as bets with a pre-agreed fallback heads off finger-pointing when one fails.
  • The demo's skill turned a root cause into a trackable plan. The co-host uses the lab's free AI analyst repo, whose close-the-loop skill triggers whenever an analysis in Claude Code ends with a recommendation, on fictional e-commerce data from "Novamart". Claude Code found a June 2024 spike of about 2x in payment tickets, traced it to app version 2.3.0, and found no double charges and no blocked transactions. The skill then asked who owns the decision, by when, and who follows up, and wrote a markdown plan with owners, check-back dates, guardrail thresholds, fallbacks and a confidence score. The co-host was on Opus 4.7, and says the human remains accountable for the plan.
  • Validate the action by triangulating methods, not just the number. Shane lists the validation layers built into the system: reviewing the SQL and Python, tying numbers to ground truth where it exists, and sanity checks such as values that should never be negative. Triangulation sends several subagents to test the same hypothesis with different methods (regression, propensity score matching, difference-in-differences), and agreement on direction is what gives confidence.
AI Analyst LabHow to make Google Slides from data with Claude Code
synopsis

The presenter shows how Claude Code turns a sprawling analysis document into an executive Google Slides deck. The lesson rests on a framework: titles that state claims, and four questions every slide must answer. Claude is made to plan the story before building slides, then grades its own output with a critique skill. The run ends with a six-slide plan that reframes a record half-year as growth bought with traffic, and with a critique that graded the first-pass deck C and caught a false headline.

What makes a deck good. The presenter says the evening before a readout used to go on exporting charts, resizing boxes and fixing fonts rather than on the story. The "title test" asks whether reading only the titles tells the story, as in "Revenue grew 78% in H2, but December growth nearly stopped… AOV fell in all six channels". Each slide must give a so-what, the stakes, two or three pieces of evidence and an ask. The presenter says the framework doesn't depend on Google Slides, since Claude Code connects to any tool with an MCP or CLI. The co-host says the hosts stopped paying for Gamma because Claude Code is more flexible.

The analysis behind it. A "run analysis pipeline" skill from the lab's larger, paid repo produced a long Google Doc on fictional Novamart's 2024 revenue. It worked through question framing, analysis design, data quality and SRM checks, triangulation, guardrails, root-cause investigation, opportunity sizing, a story architect and a narrative coherence review. The presenter says the free AI analyst repo contains most of these skills, though not the deck builders. The document was deliberately left as a data dump with no recommendations.

Brief first, slides second. For a 20-minute meeting with a VP of growth, the presenter told Claude not to build slides yet but to give a four-sentence arc, a slide-by-slide plan with full-sentence titles and one chart each, and a titles-only read. Claude said the document led with the wrong story. H2 2024 was the strongest half and every channel grew, but the growth was bought with traffic, largely from TikTok, and the decline in average order value was real and probably not a channel-mix effect. Its recommended action was to hold the channel budget and close three data gaps. It planned six slides with speaker notes. The presenter found the titles too long, and the deck was built from a Python script prepared in advance, in the lab's black-and-orange colours.

Self-critique. The deck-critique skill graded the deck C, 6.8 out of 12 across nine slides, scoring each against the four questions and flagging that slide seven's headline was false. The fix step had not finished by the end of the session.

Q&A. The presenter runs the pipeline step by step on unfamiliar questions and collapses it to one prompt once each phase is trusted. For PII, the advice is to restrict data access before Claude Code is involved and to add a must-pass rule in CLAUDE.md.

  • A deck's titles alone should tell the story. The presenter contrasts topic titles ("Revenue overview", "Channel breakdown") with claim titles such as "Revenue grew 78% in H2, but December growth nearly stopped", "TikTok drove all of it" and "AOV fell in all six channels". Each slide must pass four questions: the so-what (a finding, not data), the stakes for this audience, two or three pieces of evidence rather than 15, and an ask rather than "continue monitoring". The framework is tool-agnostic: Claude Code reaches Google Slides, or PowerPoint, through an MCP connection or a CLI.
  • Have Claude write a deck brief before it builds slides. Starting from a long Google Doc that the lab's larger, paid skills-and-agents repo produced on fictional Novamart 2024 data, the presenter asked for a four-sentence arc (situation, complication, answer, action) and a slide plan for a 20-minute meeting with a VP of growth. Claude said the document led with a performance overview and buried the complication: H2 growth was bought with traffic, largely from TikTok, and the AOV decline was real and probably not a TikTok mix effect. It recommended holding the FY25 channel budget and closing three data gaps, and planned six slides where a straight conversion would have run to 20 or more.
  • A critique skill caught a false headline in Claude's first pass. The lab's deck-critique skill graded the built deck C, 6.8 out of 12 across nine slides, scoring each slide 3, 1 or 0 on the four questions. It flagged that slide seven's headline was false (AOV did not fall every month). The presenter calls the first pass a draft, and the fix step had not finished during the session. The presenter attributes the clean, uncluttered charts to chart rules written into the skills, drawn partly from a storytelling-with-data book.
  • Check each pipeline step on new data; collapse it once trusted. Asked why the analysis and the deck were two steps, the presenter says they run as one prompt in practice. On an unfamiliar question, though, you stop at each step to confirm the questions and methods before spending tokens, and merge steps only over later iterations. On PII, the presenter says access should be restricted before Claude Code ever sees the data, with a must-pass rule in CLAUDE.md as a backstop.
  • The lab dropped Gamma because Claude Code is more flexible. This is the co-host's opinion: the hosts stopped paying for Gamma two or three months before the session because Claude Code can be made more tailored. The co-host thinks the "SaaS apocalypse" narrative is "overstretched by a mile", though some software can't beat general-purpose models.
AI Analyst LabHow to present analysis to executives (Claude Code demo)
  • The exhaustive deck answers the wrong question. The co-host, presenting, shows a 17-slide churn deck for a fictional B2B company (executive summary, methodology, cut after cut, key findings, recommendations) and says it answers "what data do we have?". An executive asking "how do the numbers look?" usually means "what should I do?". The co-host says the analysis underneath can be correct and still lose its impact because of where things sit.
  • Lead with the insight: make each title the claim. The co-host replaces labels with findings: "Churn by segment" becomes churned accounts having skipped onboarding at a ratio of 4 to 1, "Q3 revenue overview" becomes "we lost $10 million in ARR and most of it was preventable", and "Key findings" becomes the decision to fund the onboarding push. The co-host then begins a structure of problem and stakes first, then insights backed by only the most salient evidence. The caption text stops there, after about 2,100 words of a roughly hour-long session, so the rest of the framework and the Claude Code demo are not in the source.
AI Analyst LabTeach Claude Code your metric definitions (CLAUDE.md demo)
  • Without definitions, the model picks a column and sounds sure. The co-host, presenting, says an LLM knows what a customer is in general but not at your company, so it picks a column, a meaning for "week", and a view on whether a June dip is real, then answers confidently. Fixing this in the prompt works once and is gone next session, so the co-host says the prompt is never the place for it, pointing back to an earlier lesson in which asking AI the same question five times gave five different numbers.
  • Onboard Claude like a new hire, on four things. These are what the data is (each file, what one row represents, what each column means), what the metrics mean, how the company reports (time windows, filters), and "what you would only know from the hallway", such as past incidents behind anomalies. In the co-host's example coffee subscription, "Brley", with two CSVs (metrics and ad spend), an activation means the day the first paid box is delivered, which is not the same as a signup.
  • A definition you can't write plainly hasn't been agreed. The co-host offers this as a test for metric files: if you can't write it in plain, simple words, your team hasn't agreed on it: "a user who is active" defines nothing. The caption text stops here, after about 2,250 words of a roughly hour-long session, so the rest of the framework and the CLAUDE.md demo the title promises are not in the source.
Professor G MarketsREPLAY: Is Elon Musk Committing War Crimes Against Ukraine?
synopsis

Twenty days before the midterms, Jessica Tarlov and Aaron Parnas read a bad inflation print, Trump's off-message campaigning and Republican money failing to buy results as signs of a Democratic year, while arguing the US is now effectively on Russia's side in Ukraine.

Inflation and Trump. September CPI rose 0.6%, annual inflation 3.7%, gas up 34.2% year on year, and a December Fed hike possible. Parnas says Trump's Alaska rally boasted of stock-market highs and pardoned Clean Air Act violators who had pleaded guilty; Tarlov says Trump should not need to campaign in Alaska at all.

Money and the map. Republicans outspend Democrats up to three to one, with Musk at roughly $276–300 million and Trump $400 million, yet have abandoned Henry Cuellar's seat; the hosts infer Michigan and New Hampshire are out of Republican reach.

Ukraine and Starlink. Ukraine lost partial access to Starlink, which Tarlov says hit the Pentagon-run Starshield, as Russia struck its energy grid. Parnas calls Musk and Hegseth war criminals; Tarlov ties the outage to Musk's midterm spending and a Trump diesel deal with Russia, noting Poland pays for the service.

Debates. After debates in Maine, Georgia and Iowa, Parnas predicts Ossoff beats Mike Collins by 8–10 and carries Keisha Lance Bottoms by 1–2; he is more bullish on Iowa than Maine.

Texas. Marist has Talarico up 2, down from 6, on a sample Tarlov calls R+14; both say the Wall Street Journal's Paxton-in-Dubai report is already priced in.

Guilfoyle and questions. Kimberly Guilfoyle's resignation as ambassador is cast as a convenient scapegoat. Both expect Hochul to hold New York narrowly. Parnas says the House clerk, not Speaker Johnson, seats members; a Johnson move to replace the clerk would be an unresolved constitutional crisis.

  • The September inflation report is unambiguously bad for Republicans. Reported: CPI rose 0.6% for the month, the biggest rise in five months, taking annual inflation to 3.7%, with tariffs and AI investment costs cited; Jessica Tarlov adds gas up 34.2% year on year and $1,043 in extra household fuel costs since the war began, and says it could keep the Fed on track for a December hike. The hosts argue Trump's answer in Alaska (stock market and 401(k)s at record highs, "affordability" mocked) misses voters, and Aaron Parnas notes the pardons he touted there went to people who pleaded guilty to disabling federally mandated pollution monitors under the Clean Air Act, not to "fixing an engine."
  • Republicans' money advantage is buying less than expected. Tarlov says Republicans often outspend Democrats three to one but voters remember the Democratic cost-of-living message, and that Republicans have just stopped contesting Henry Cuellar's Texas seat; Parnas cites roughly $300 million from Elon Musk (Tarlov gives $276 million) and $400 million from Trump. Their inference: if Republicans must spend in Mississippi, Iowa and Texas, they have little hope of flipping Michigan or New Hampshire, and Trump is staying out of races like Mike Rogers's in Michigan.
  • Parnas calls Musk and Hegseth war criminals over Ukraine. Reported: Ukraine lost partial Starlink access as Russia intensified strikes on its energy grid; Tarlov says the affected system was the Pentagon-run Starshield, whose throughput had been capped below what was needed to counter the latest Russian attack, and that Poland pays for Ukraine's Starlink. Parnas's opinion is that the outage killed civilians and left hundreds of thousands without power, but answering a viewer he concedes manslaughter would be too attenuated to prove and The Hague is out of reach because the US is not an ICC party.
  • Ossoff will rout Mike Collins and carry Georgia's governor race. Parnas predicts Jon Ossoff wins by 8–10 points and pulls Keisha Lance Bottoms over the line by 1–2; Tarlov cites Ossoff hitting Collins over a son-in-law she calls a white-nationalist influencer and office staff with KKK ties. Parnas says he is more bullish on Iowa (where Ashley Hinson's post-debate ad claims she voted to release the Epstein files after working to block them) than on Maine, where Troy Jackson improved but faces an uphill race against Susan Collins.
  • Talarico still leads Texas despite a Republican-heavy poll sample. Tarlov says Marist's new poll moved James Talarico's lead from 6 points to 2 but on a sample she describes as R+14, which she reads as a good sign. Both hosts argue the Wall Street Journal's report of Ken Paxton spending New Year's Eve 2024 in Dubai with two indicted fugitives and his girlfriend changes nothing, because his scandals are already priced in — a pre-election snapshot that will be overtaken.
Professor G MarketsWhy Storytelling Is Now the Most Valuable Skill in Tech
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsIs America Abandoning the Endless Frontier?
  • Federal research cuts are dismantling America's innovation base. The author reports nearly $200 billion in federal funding cut, delayed or disrupted across 17 policy sectors and 21 agencies since Trump returned to office: NSF awarded 45% fewer grants this year than its five-year average (a four-decade low), NIH 13% fewer, and more than 400 CDC grants worth nearly $6 billion were terminated. The stakes the author cites: every FDA-approved drug from 2010 to 2016 traced to NIH-funded research, stealth, night vision, GPS and precision weapons came from government basic research, and nearly a third of U.S. patents rely on federal funding.

  • Grants are being politically screened for disfavored words, not waste. NIH staff were told to prescreen applications with a "computational text tool" that staffers describe as an LLM; Nature's Max Kozlov reported a list of 235 flagged terms including "racism," "fossil fuel" and "sexual minorit." Nearly $800 million in NIH grants was cancelled for focusing on or mentioning minorities, including $15 million of Alzheimer's research at Emory and the University of Pittsburgh studying why Black Americans are twice as likely to develop the disease; Noam Ross of Grant Witness calls it banning topics without saying so.

  • Restored grants don't undo the damage that delays cause. Of more than 11,000 disrupted NIH, CDC, NSF and SAMHSA grants, 65% were later restored by courts or reviewers, and renewals now take months instead of weeks. The author's illustration: 8-year-old John Paul Macri, diagnosed with DIPG (2% five-year survival) in March 2025, lost access to an mRNA trial when DOGE cut the NIH Pediatric Brain Tumor Consortium five months later, and died on October 4.

  • Funding is shifting toward AI and appointees' pet projects. In 2025 health research lost $1 billion while machine learning/AI gained $468 million and networking/IT $368 million; this year the White House announced redirecting $200 billion toward AI, while new NSF grant allocations fell more than 20% year over year. The author argues government should fund what private investors won't, not fields already drawing trillions; Ross flags an NIH metal-toxicity RFP with an unusually short window as cover for studying vaccine aluminum, and warns the lost trust will deter universities from whole research areas — AAAS CEO Sudip Parikh calls it "a 10-year, 20-year, 30-year problem."

  • Obscure federally funded science pays off decades later. Golden Goose winner Zhen Xu discovered histotripsy in 2002 quieting an ultrasound on pig hearts; with only NIH and later DoD backing for years, it won FDA approval for liver tumors two decades on, and her company HistoSonics is valued at $4 billion. She credits the U.S. for funding young researchers on data alone, unlike China; fellow winner Sidney Nagel's tabletop work on coffee-stain rings and sand piles improved medical diagnostics and drug-capsule powder filling, and he notes his main cost is training young scientists.

Professor G MarketsElon Musk Spent $366M On The Midterms — Will It Work?
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsTrump’s New Press Secretary Flops During First Briefing
  • This post includes paid content that is not available publicly. See the original source.
Dr. Roman YampolskiyBostrom: Academia's Role in AI Ethics
  • Academia's useful remaining AI role is the ethics of digital minds. Nick Bostrom (the same passage appears in his full interview of 2026-10-16) wants academic groups working on it alongside nonprofits and AI labs. A university base makes the field less likely to be "excised and tabooed", and professors writing papers make it harder to dismiss as nonsense. He adds that leaving university life, especially the administration of running a research institute, has been "a big relief".
Dr. Roman YampolskiyNick Bostrom on Clickbait Titles
  • Clickbait titles rarely resemble what is actually in the video. Asked by Yampolskiy for a clickbait title for their interview, Nick Bostrom offers a joke one: tips on how to lose weight, make a million dollars and become a better lover. He adds that he doesn't recommend using it.
Dr. Roman YampolskiyNick Bostrom: Full Unedited Conversation [Members]
  • This post includes paid content that is not available publicly. See the original source.
Professor G MarketsWhy the Far Right Is Winning in Germany (and Why You Should Care)
  • This post includes paid content that is not available publicly. See the original source.
Dr. Jon Krohn1035: The Section That Gives Away AI-Written Docs (with Carly Taylor)
synopsis

Carly Taylor, founder of Rebel Data Science and formerly head of game security at Activision, director of engineering at Microsoft and field CTO for gaming at Databricks, returns to argue that in a fast-moving AI period the expensive mistake is standing still. Nobody can forecast where AI goes, so leaders should hold to fundamentals, make and own decisions, keep maintenance small enough to leave room to explore, and chase what scares them. On AI-written work she is concrete: the sender owns the output, and a "what this isn't" section shows nobody did.

Fundamentals over forecasts. Taylor says people keep looking for someone who knows where AI is heading, and nobody does; crystal-ball gazing ends in analysis paralysis. Citing Joe Reis's "fundamentals are gravity", she names clean data and understanding stakeholders' real problems, which sometimes need a simple fix rather than an AI solution. The host adds that strategy should assume better models are coming, which makes fine-tuning risky. Taylor warns that chasing each new model causes team thrash and says Sonnet and Fable differ for her mainly in edge cases. The host counters that Fable regularly blows him away, and dates his sense of losing a technical moat to Opus 4.6 around February or March.

Workslop and ownership. Taylor calls workslop a breach of a social contract: what you send is your own thinking or something you reviewed, and the burden sits with the generator. The host, drawing on his episode 1033, describes a sender saving perhaps 80% of their own effort while multiplying everyone else's. To an audience question on where sharpening your thinking becomes outsourcing it, Taylor says engineers have always owned what they ship; using AI along the way is fine, but slop is recognisable whatever its origin — long, meandering, a point made three times to fill three bullets. Her tell is the "what this isn't" section, which she has only recently seen everywhere and traces to the negative context users feed the model, which then passes it on to readers who don't need it.

Exploring over exploiting. Using the host's explore/exploit framing from games, Taylor says she is never a grinder. She left Call of Duty after shipping nine titles in about six years, once over half her time went over old ground, and moved into enterprise sales at Databricks, which she found uncomfortable and does not love. For engineering leaders, keeping the lights on (KTLO) is the grind: do it well and spend as little time on it as possible, though it grows with every product shipped. "You can't afford not to innovate right now"; a swing and a miss beats waiting.

Fear, decisions and the glass cliff. Leaders too afraid to admit they don't understand AI are, she says, where innovation dies. She describes the Buddhist practice of inviting Mara to tea, sitting with doubts until they pass, while admitting she still sometimes speaks on three hours' sleep. "Indecision is a decision, but it's just not yours." Asked about women in tech, she reports better-balanced teams but a glass cliff: women she respects being brought into leadership mainly during crises, when failure is likely or emotional clean-up is expected.

  • Stick to fundamentals instead of forecasting where AI goes. Taylor says nobody knows where AI is heading, and over-studying it produces analysis paralysis or public doom-spiralling; clean data and understanding stakeholders' actual problems stay true regardless. The host adds his own fundamental: plan for better models, since frontier or open-weight models six months out may do what a team spent personnel and compute fine-tuning for.
  • Leaders should commit to tools rather than chase each release. Taylor argues constant switching between models causes team thrash, and that in her personal use the gap between Sonnet and Fable comes down to edge cases while her workflows have not changed dramatically. The host disagrees in part, saying Fable regularly blows him away and that around Opus 4.6 in February or March he felt his technical skills stopped being a moat.
  • Workslop breaks the rule that the sender carries the burden. Taylor says the social contract is that what you send is your thinking or has been reviewed by you; unreviewed AI output shifts the work to the reader. Answering an audience question, she says using AI to stress-test strategy or drafts is fine because "you own the output", but verbose, padded output still reads as slop.
  • A "what this isn't" section gives away AI-written documents. Taylor says she has only recently started seeing disclaimers of what a document is not, and attributes them to the negative context users give a model while prompting ("don't go there"), which the model then passes on to a reader who does not need it. She distinguishes this from a legitimate in-scope/out-of-scope statement.
  • Women are being promoted onto a "glass cliff". Taylor reports seeing more women in data and leadership roles, but several she knows were brought in during crises, where failure is likely or they are expected to handle emotional fallout such as downsizing. She argues women should be elevated when things are going well, on expertise.
Professor G MarketsHas Nvidia Become Too Big To Fail?
  • This post includes paid content that is not available publicly. See the original source.