An AI publication
For readers who want to understand important AI developments and keep following the questions that matter.
Our articles start from AI podcast conversations and the research papers and articles they cite, with links to the original material.
A briefing reports one development at a point in time. We may correct or clarify it later; a new development gets a new briefing. How our formats work
Alexander Wissner-Gross told a founder whose AI language companion kept slipping into assistant mode to try fine-tuning; Dave Blundin suggested an open-weight GLM model and said learners want to be fluent and funny, not just correct.
Dave Blundin argued banks, healthcare providers and stores should give AI agents machine-readable interfaces instead of scraped pages, keeping websites as a parallel view where people check agents' work. It's his proposal, not an adopted standard.
Investor Dave Blundin told an MBA student that managing a thousand AI agents is much like managing a thousand people. Alexander Wissner-Gross said AI can likely usefully direct human work for only a few years, ten at most.
Garment exporter GS plans AI agents to automate paperwork for small factories and trading houses, citing transaction costs of 10–20% of sales. Dave Blundin estimated AI could add 10–30% to profits; both figures are unmeasured estimates.
Asked how likely AI is to produce a much better world, Alexander Wissner-Gross said above 90% over more than ten years; Dave Blundin said 99.9% if humanity gets past near-term misuse of AI, and Salim Ismail near 100% if institutions are rebuilt.
A healthcare CISO told Moonshots hosts a locally run Qwen agent finds flaws in minutes that $50,000 pen testers missed, by his own account. Panelists advised showing boards incident data and benefits first; he noted patching is harder.
Robinhood CEO Vlad Tenev argued on Moonshots that AI is unpopular partly because ordinary people can't own private AI labs, pitching Robinhood's listed venture funds and Trump Accounts. Trump Accounts, though, hold index funds, not AI lab stakes.
Robinhood CEO Vlad Tenev said blockchain stock tokens give 24/7 trading, fractional shares and easy broker transfers without custom engineering; computer scientist Alex Wissner-Gross argued clearinghouse databases could do most of that.
Robinhood CEO Vlad Tenev predicted more lawyers and software engineers in 10 years, arguing clients value a trusted adviser over answers. Alexander Wissner-Gross agreed demand will grow but said many future lawyers may not be human.
Robinhood CEO Vlad Tenev argued AI research is easier to automate than consumer apps because its experiments have ready-made evals, while app changes must wait for enough users to show statistically significant gains.
Robinhood CEO Vlad Tenev argued that ordinary liability may suffice for small AI failures but not catastrophic ones, and that regulation need not mean capture. Alexander Wissner-Gross countered that AI safety evaluators overplay risk.
Robinhood CEO Vlad Tenev said its Agentic Trading accounts are currently used mostly for automation, with agents assembling and executing trades customers already chose; he did not claim they beat professional quant funds.
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