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Unchained · Yesterday · 16 min

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

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips 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 We go live every Monday at 4:30pm ET. Subscribe to catch it live. 👉 Visit 1inch to swap tokenized securities, crypto and more. Simple. Secure. Self-custodial. Whatever asset you’re buying - swap it at http://unchainedcrypto.com/go/1inch-yt 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

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transcript

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show notes

📢 Bits + Bips has its own channel now — full episodes here: https://www.youtube.com/@Bitsandbips


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:

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 

We go live every Monday at 4:30pm ET. Subscribe to catch it live.

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

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