"The Cognitive Revolution"

Turpentine

2 episodes

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  AI:AM: Carbon in the Arena, Mistral's Le Chonk, the Agent-Run Economy, Ferroelectric RAM + New Hacks

  • OpenAI and Anthropic each say an internal model disproved the exponential time hypothesis the same day, though neither result is peer reviewed.
  • Arena finds misalignment in over 50% of production conversations lasting 20 turns or more, with OpenAI and Anthropic the most aligned labs.… more

  31 Oct · 1 h 28 min

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  The Revolution in Services: General Catalyst's AI Rollup Strategy, with Marc Bhargava

  • General Catalyst targets the $16tn services market by buying traditional firms and automating 30-70% of tasks to lift margins from 5-10% to 30-40%.
  • It has about eight roll-up bets and five incubations, including Crescendo in call centers and Long Lake in HOA management.… more

  2 Aug 2025 · 1 h 24 min