Bits + Bips: Would AI Rules Box Out Everyone but the Frontier Labs?

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In one week, OpenAI said its agents solved a Millennium Prize problem, a researcher quit Anthropic warning that both labs are "gambling with our lives," and Dario Amodei called for the industry to pace the frontier.

Jordi Visser doesn't dismiss the cyber risk, but he calls the fallout "a big midterm election story." Austin Campbell asks whether the labs are making a commercial play, Chris Perkins explains why regulation forces consolidation the way it did for banks, and Ram Ahluwalia makes the case that open weight models still have a seat at the table.

Hosts:

• Austin Campbell - Host of Bits + Bips, Founder of Zero Knowledge Group, and Adjunct Professor at NYU Stern

• Ram Ahluwalia - Co-host of Bits + Bips and CEO of Lumida

• Chris Perkins - Co-host of Bits + Bips and Head of Franklin Crypto

Guest:

• Jordi Visser - Founder of Visser-Labs, LLC

This clip is from a longer conversation on AI regulation, frontier lab valuations, oil and the Fed. Full episode here: https://youtu.be/pNogg0vEjjs?si=Wrzh-5BJXnkkcQLr 

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Chapters:

🧠 00:35 Why Jordi says Leopold's 'Situational Awareness' paper saw this coming

🗳️ 02:17 Jordi's read: this is a big midterm election story

💼 05:58 Is the AI slowdown a commercial play to cool CapEx before the IPOs?

🏦 07:28 Chris on why regulation is 'a really beautiful way of boxing out competition'

⚖️ 10:25 Jordi on who eats the liability when a model goes wrong

🔓 11:27 Could decentralization put AI liability back on the user?

📈 11:57 Ram's power law problem: capital concentration as the real story

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