#230 - 2025 Retrospective, Nvidia buys Groq, GLM 4.7, METR
Summary
The hosts review 2025’s AI trends, highlighting reasoning models, agentic AI, and shifts in alignment research and hardware markets. Key news includes NVIDIA’s quasi-acquisition of Grok to bolster inference capabilities, Meta’s purchase of Manus for agent expertise, and Cursor’s acquisition of Graphite. They also discuss Micron’s surprising rise in the HBM memory sector and Chinese efforts to upgrade older lithography machines amidst geopolitical constraints.
Topics discussed
Sponsors: Box and Outshift by Cisco
Introduction and 2025 Retrospective Overview
2025 Trends: Models, Alignment, and Hardware
Business, Geopolitics, and Open Source Shifts
2026 Predictions and Jagged Intelligence
OpenAI's Audio Strategy and Johnny Ive
NVIDIA Acquires Grok Chip Team
Meta Acquires Manus and Cursor Valuation
Micron HBM Breakthrough and China's Chip Constraints
Z.ai GLM 4.7 and Frontier Science Benchmarks
Research: Democritus, Converging Representations, and Lamer
AI Agent Costs and Meta Horizon Plot Analysis
AI Safety Legislation and Lobbying
Interpretability: Oracle Models and Monitoring
OpenAI Safety Role and Grok Image Editing Controversy
Listen ad-free on Castria