Episodes

  • The Enemy of My Enemy is Still a Corporation

    The Enemy of My Enemy is Still a Corporation
    Apr 13 2026

    In this episode, Jacob and Igor break down the DoD vs. Anthropic standoff, tracing how Claude's use in military operations led to Anthropic being designated a supply chain security risk. Perhaps more importantly, why did Anthropic choose to take a stand now, and what can that tell us about the corporations behavior moving forward. The investigation is used as a case study in how to read the real motivations behind big institutions: intrinsic values, rational self-interest, and realpolitik.

    Chapters

    • (00:00) - Introduction
    • (00:44) - DoD-Anthropic Standoff
    • (15:08) - 3 Buckets of Motivation
    • (35:39) - How to Read What They're Actually Doing
    • (44:04) - Is This Designation Even Real?
    • (53:39) - Recap (Pragmatist's Playbook)

    Critical Links
    Below are the most important links for this episode. For more, visit the episode page on Kairos.fm.
    • Ed Zitron subtack article - The AI Bubble Is An Information War
    • TechPolicy.Press article - A Timeline of the Anthropic-Pentagon Dispute
    • TechPolicy.Press podcast episode - How to Think About the Anthropic-Pentagon Dispute
    • BBC news article - Anthropic vows to sue Pentagon over supply chain risk label
    • The Guardian article - AI got the blame for the Iran school bombing. The truth is far more worrying
    • Palantir YouTube video - Multi-Domain AI: The Future of Command and Control
    • Into AI Safety podcast episode - Drawing Red Lines w/ Su Cizem
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    58 mins
  • The Mythical AI Bear

    The Mythical AI Bear
    Mar 17 2026

    This week, Jacob and Igor dissect the "mythical AI bear," the strawman version of AI criticism that gets thrown around in tech discourse. Working through a viral blog post that typifies the genre, they examine how legitimate concerns about code quality, labor displacement, intellectual property, and the erosion of craft get flattened into caricature. Plus: Sam Altman writes ten paragraphs about how unbothered he is by an ad.

    Chapters

    • (00:00) - Introduction
    • (00:30) - Altman's Super Bowl Meltdown
    • (03:11) - What is "The Bear"?
    • (06:41) - But You Have No Idea What The Code Is
    • (15:44) - But The Craft, But The Mediocrity, But It'll Never Be AGI
    • (24:43) - But They Take Our Jobs & But The Plagiarism
    • (31:21) - Stochastic Parrots & Mythical Bears
    • (42:34) - Outro

    Critical Links
    Below are the most important links for this episode. For more, visit the episode page on Kairos.fm.
    • Big Think article - The rise of AI denialism
    • Fly.io blogpost - My AI Skeptic Friends Are All Nuts
    • antirez blogpost - Don't fall into the anti-AI hype
    • Emily Bender blogpost - Resistance Isn't Denialism
    • Cory Doctorow blogpost - Reverse centaurs are the answer to the AI paradox
    • Washington Post article - The AI boom is so huge it's causing shortages everywhere else
    • Business Insider article - Veteran investor Jeremy Grantham says AI is 'obviously a bubble'
    • Ipsos survey - Google / Ipsos Multi-Country AI Survey 2026
    • Understanding AI Substack post - AI skeptics and AI boosters are both wrong
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    43 mins
  • Big Tech Plans to Move Fast and Break Democracy

    Big Tech Plans to Move Fast and Break Democracy
    Feb 9 2026

    We're talking about developments in AI while those in power have unapologetically revealed their true fascist intensions; are we spending our time in the right way? Igor and I discuss the importance of shining a light on the techno-authoritarians who have played a very significant role in current state-of-the-world.

    While we discuss the murders of Nicole Good and Alex Pretti during this episode, it's important that we also acknowledge the many marginalized people who have died as a result of ICE's behavior, and they same level of outcry didn't happen. Six additional individuals died in ICE custody under suspicious circumstances between January 1st and 25th of 2026: Victor Manuel Díaz, Geraldo Lunas Campos, Luis Gustavo Núñez Cáceres, Luis Beltrán Yáñez-Cruz, Parady La, and Heber Sánchez Domínguez.

    Chapters

    • (00:00) - | Introduction
    • (03:57) - | The Authoritarian Stack
    • (08:33) - | Palantir & Theil-Government Consolidation
    • (13:44) - | Move Fast & Break Everything
    • (23:14) - | Fascism in the US & Starving the Beast
    • (39:48) - | Finding Local Opportunities for Action

    Critical Links
    Below are the most important links for this episode. For more, visit the episode page on Kairos.fm.
    • The Authoritarian Stack website
    • Project 2025 Observer website
    • EFF report - ICE Using Palantir Tool Feeds on Medicaid Data
    • The Guardian article - Eight people have died in dealings with ICE so far in 2026. These are their stories
    • Indivisible website
    • Distributed AI Research Institute projects
    • EAAMO website - Mechanism Design for Social Good
    • Carlos Maza video - How To Be Hopeless
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    49 mins
  • AI Skeptic PWNED by Facts and Logic

    AI Skeptic PWNED by Facts and Logic
    Jan 12 2026

    Igor shares a significant shift in his perspective on AI coding tools after experiencing the latest Claude Code release. While he's been the stronger AI skeptic between the two of us, recent developments have shown him genuine utility in specific coding tasks, but this doesn't validate the hype or change the fundamental critiques.

    We discuss what "rote tasks" are and why they're now automatable with enough investment, the difference between genuine utility and AGI claims, and why this update actually impacts our bubble analysis. We explore how massive investment has finally produced something useful for a narrow domain, but it doesn't mean the technology is generalizable or that AGI is real.

    Chapters

    • (00:00) - | Introduction
    • (05:07) - | What Changed Igor’s Mind
    • (18:27) - | Rote Tasks Explained
    • (23:31) - | How Does This Impact our Bubble Analysis?
    • (30:48) - | AGI Is Still BS
    • (34:07) - | Externalities Remain Unchanged
    • (37:49) - | Final Thoughts & Outro

    Links
    • Related muckrAIkers episode - Tech Bros Love AI Waifus

    Bubble Talk

    • OfficeChai startup - OpenAI Hasn’t Completed A Successful Full-Scale Pretraining Run Since GPT-4o In May 2024, Says SemiAnalysis
    • Vechron report - Anthropic Prepares for Potential 2026 IPO in Bid to Rival OpenAI
    • YCombinator Forum post on AI crash
    • YCombinator Forum post on OpenAI adopting Anthropic's "skills"
    • YCombinator Forum post on OpenAI rumors
    • YCombinator Forum post on OpenAI add suggestions

    Other Sources

    • LinkedIn post discussing an agentic coding vibe shift
    • Executive Order - Ensuring a National Policy Framework for Artificial Intelligence
    • Inside Tech Law blogpost - Germany delivers landmark copyright ruling against OpenAI: What it means for AI and IP
    • NeurIPS 2025 paper - Ascent Fails to Forget
    • NBER working paper - Large Language Models, Small Labor Market Effects
    • Dwarkesh Podcast blogpost - RL is even more information inefficient than you thought
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    39 mins
  • Tech Bros Love AI Waifus

    Tech Bros Love AI Waifus
    Dec 15 2025
    OpenAI is pivoting to porn while public sentiment turns decisively against AI. Pew Research shows Americans are now concerned over excited by a 2:1 margin. We trace how we got here: broken promises of cancer cures replaced by addiction mechanics and expensive APIs. Meanwhile, data centers are hiding a near-recession, straining power grids, and literally breaking your household appliances. Drawing parallels to the 1970s AI winter, we argue the bubble is shaking and needs to pop now, before it becomes another 2008. The good news? Grassroots resistance works. Protests have already blocked $64 billion in data center projects.NOTE: The project that we cite for the $64 billion blockage is actually a pro-data-center campaign. The numbers still seem ok, but it's worth being aware of.Chapters(00:00) - - Introduction (06:45) - - The Addiction Business Model (10:15) - - Public Sentiment Data (22:45) - - Data Centers and Infrastructure Problems (36:30) - - The Bubble Discussion (44:36) - - Closing Thoughts & OutroLinksPublic Sentiment on AIPew Research report - How People Around the World View AIPew Research report - How the U.S. Public and AI Experts View Artificial IntelligencePew Research report - How Americans View AI and Its Impact on People and SocietyUniversity of Toronto report - Trust, attitudes and use of artificial intelligence: A global study 2025Melbourne Business School report - Key findings on public attitudes towards AIThe Washington Post article - Americans have become more pessimistic about AI. Why?The New York Times article - From Mexico to Ireland, Fury Mounts Over a Global A.I. FrenzyThe Guardian article - ‘It shows such a laziness’: why I refuse to date someone who uses ChatGPTThe Register article - OpenAI's ChatGPT is so popular that almost no one will pay for itAI and Claims of Curing CancerRachel Thomas, PhD blogpost - “AI will cure cancer” misunderstands both AI and medicineThe Atlantic article - OpenAI Wants to Cure Cancer. So Why Did It Make a Web Browser?Independent article - ChatGPT boss predicts when AI could cure cancerThe Atlantic article - AI Executives Promise Cancer Cures. Here’s the RealityAI Porn and the Addiction EconomyForbes article - ChatGPT Will Allow ‘Erotica’ After Easing Mental Health Restrictions, Sam Altman SaysThe Addiction Economy websitePPC article - OpenAI is staffing up to turn ChatGPT into an ad platformTom Nicholas video - Vape-o-nomics: Why Everything is Addictive NowAI BubbleFast Company article - AI isn’t replacing jobs. AI spending isPivot to AI article - The finance press finally starts talking about the ‘AI bubble’Fortune article - Without data centers, GDP growth was 0.1% in the first half of 2025, Harvard economist saysThe Atlantic article - Just How Bad Would an AI Bubble Be?The New York Times article - Debt Has Entered the A.I. BoomWill Lockett's Newsletter article - AI Pullback Has Officially StartedReuters article - Michael Burry of 'Big Short' fame is closing his hedge fundBusiness Insider article - The guy who shorted Enron has a warning about the AI boomDatacentersBloomberg article - AI Needs So Much Power, It’s Making Yours WorseData Center Watch report - $64 billion of data center projects have been blocked or delayed amid local oppositionMore Perfect Union video - We Found the Hidden Cost of Data Centers. It's in Your Electric BillDataCenter Knowledge article - Why Communities Are Protesting Data Centers – And How the Industry Can RespondFighting BackKnight First Amendment Institute essay - AI as Normal TechnologyPranksters vs. Autocrats chapter - Laughtivism: The Secret IngredientSPSP article - Playing with Power: Humor as Everyday ResistanceBlood in the Machine article - The Luddite Renaissance is in full swing
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    46 mins
  • AI Safety for Who?

    AI Safety for Who?
    Oct 13 2025
    Jacob and Igor argue that AI safety is hurting users, not helping them. The techniques used to make chatbots "safe" and "aligned," such as instruction tuning and RLHF, anthropomorphize AI systems such they take advantage of our instincts as social beings. At the same time, Big Tech companies push these systems for "wellness" while dodging healthcare liability, causing real harms today We discuss what actual safety would look like, drawing on self-driving car regulations.Chapters(00:00) - Introduction & AI Investment Insanity (01:43) - The Problem with AI Safety (08:16) - Anthropomorphizing AI & Its Dangers (26:55) - Mental Health, Wellness, and AI (39:15) - Censorship, Bias, and Dual Use (44:42) - Solutions, Community Action & Final ThoughtsLinksAI Ethics & PhilosophyForeign affairs article - The Cost of the AGI DelusionNature article - Principles alone cannot guarantee ethical AIXeiaso blog post - Who Do Assistants Serve?Argmin article - The Banal Evil of AI SafetyAI Panic News article - The Rationality TrapAI Model Bias, Failures, and ImpactsBBC news article - AI Image Generation IssuesThe New York Times article - Google Gemini German Uniforms ControversyThe Verge article - Google Gemini's Embarrassing AI PicturesNPR article - Grok, Elon Musk, and Antisemitic/Racist ContentAccelerAId blog post - How AI Nudges are Transforming Up-and Cross-SellingAI Took My Job websiteAI Mental Health & Safety ConcernsEuronews article - AI Chatbot TragedyPopular Mechanics article - OpenAI and PsychosisPsychology Today article - The Emerging Problem of AI PsychosisRolling Stone article - AI Spiritual Delusions Destroying Human RelationshipsThe New York Times article - AI Chatbots and DelusionsGuidelines, Governance, and CensorshipPreprint - R1dacted: Investigating Local Censorship in DeepSeek's R1 Language ModelMinds & Machines article - The Ethics of AI Ethics: An Evaluation of GuidelinesSSRN paper - Instrument Choice in AI GovernanceAnthropic announcement - Claude Gov Models for U.S. National Security CustomersAnthropic documentation - Claude's ConstitutionReuters investigation - Meta AI Chatbot GuidelinesSwiss Federal Council consultation - Swiss AI Consultation ProceduresGrok Prompts Github RepoSimon Willison blog post - Grok 4 Heavy
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    50 mins
  • The Co-opting of Safety

    The Co-opting of Safety
    Aug 21 2025

    We dig into how the concept of AI "safety" has been co-opted and weaponized by tech companies. Starting with examples like Mecha-Hitler Grok, we explore how real safety engineering differs from AI "alignment," the myth of the alignment tax, and why this semantic confusion matters for actual safety.

    • (00:00) - Intro
    • (00:21) - Mecha-Hitler Grok
    • (10:07) - "Safety"
    • (19:40) - Under-specification
    • (53:56) - This time isn't different
    • (01:01:46) - Alignment Tax myth
    • (01:17:37) - Actually making AI safer

    Links
    • JMLR article - Underspecification Presents Challenges for Credibility in Modern Machine Learning
    • Trail of Bits paper - Towards Comprehensive Risk Assessments and Assurance of AI-Based Systems
    • SSRN paper - Uniqueness Bias: Why It Matters, How to Curb It

    Additional Referenced Papers

    • NeurIPS paper - Safetywashing: Do AI Safety Benchmarks Actually Measure Safety Progress?
    • ICML paper - AI Control: Improving Safety Despite Intentional Subversion
    • ICML paper - DarkBench: Benchmarking Dark Patterns in Large Language Models
    • OSF preprint - Current Real-World Use of Large Language Models for Mental Health
    • Anthropic preprint - Training a Helpful and Harmless Assistant with Reinforcement Learning from Human Feedback

    Inciting Examples

    • ars Technica article - US government agency drops Grok after MechaHitler backlash, report says
    • The Guardian article - Musk’s AI Grok bot rants about ‘white genocide’ in South Africa in unrelated chats
    • BBC article - Update that made ChatGPT 'dangerously' sycophantic pulled

    Other Sources

    • London Daily article - UK AI Safety Institute Rebrands as AI Security Institute to Focus on Crime and National Security
    • Vice article - Prominent AI Philosopher and ‘Father’ of Longtermism Sent Very Racist Email to a 90s Philosophy Listserv
    • LessWrong blogpost - "notkilleveryoneism" sounds dumb (see comments)
    • EA Forum blogpost - An Overview of the AI Safety Funding Situation
    • Book by Dmitry Chernov and Didier Sornette - Man-made Catastrophes and Risk Information Concealment
    • Euronews article - OpenAI adds mental health safeguards to ChatGPT, saying chatbot has fed into users’ ‘delusions’
    • Pleias website
    • Wikipedia page on Jaywalking
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    1 hr and 24 mins
  • AI, Reasoning or Rambling?

    AI, Reasoning or Rambling?
    Jul 14 2025

    In this episode, we redefine AI's "reasoning" as mere rambling, exposing the "illusion of thinking" and "Potemkin understanding" in current models. We contrast the classical definition of reasoning (requiring logic and consistency) with Big Tech's new version, which is a generic statement about information processing. We explain how Large Rambling Models generate extensive, often irrelevant, rambling traces that appear to improve benchmarks, largely due to best-of-N sampling and benchmark gaming.

    Words and definitions actually matter! Carelessness leads to misplaced investments and an overestimation of systems that are currently just surprisingly useful autocorrects.

    • (00:00) - Intro
    • (00:40) - OBB update and Meta's talent acquisition
    • (03:09) - What are rambling models?
    • (04:25) - Definitions and polarization
    • (09:50) - Logic and consistency
    • (17:00) - Why does this matter?
    • (21:40) - More likely explanations
    • (35:05) - The "illusion of thinking" and task complexity
    • (39:07) - "Potemkin understanding" and surface-level recall
    • (50:00) - Benchmark gaming and best-of-n sampling
    • (55:40) - Costs and limitations
    • (58:24) - Claude's anecdote and the Vending Bench
    • (01:03:05) - Definitional switch and implications
    • (01:10:18) - Outro

    Links
    • Apple paper - The Illusion of Thinking
    • ICML 2025 paper - Potemkin Understanding in Large Language Models
    • Preprint - Large Language Monkeys: Scaling Inference Compute with Repeated Sampling

    Theoretical understanding

    • Max M. Schlereth Manuscript - The limits of AGI part II
    • Preprint - (How) Do Reasoning Models Reason?
    • Preprint - A Little Depth Goes a Long Way: The Expressive Power of Log-Depth Transformers
    • NeurIPS 2024 paper - How Far Can Transformers Reason? The Globality Barrier and Inductive Scratchpad

    Empirical explanations

    • Preprint - How Do Large Language Monkeys Get Their Power (Laws)?
    • Andon Labs Preprint - Vending-Bench: A Benchmark for Long-Term Coherence of Autonomous Agents
    • LeapLab, Tsinghua University and Shanghai Jiao Tong University paper - Does Reinforcement Learning Really Incentivize Reasoning Capacity
    • Preprint - RL in Name Only? Analyzing the Structural Assumptions in RL post-training for LLMs
    • Preprint - Mind The Gap: Deep Learning Doesn't Learn Deeply
    • Preprint - Measuring AI Ability to Complete Long Tasks
    • Preprint - GSM-Symbolic: Understanding the Limitations of Mathematical Reasoning in Large Language Models

    Other sources

    • Zuck's Haul webpage - Meta's talent acquisition tracker
      • Hacker News discussion - Opinions from the AI community
    • Interconnects blogpost - The rise of reasoning machines
    • Anthropic blog - Project Vend: Can Claude run a small shop?
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    1 hr and 11 mins