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LWiAI Podcast #231 - Claude Cowork, Anthropic $10B, Deep Delta Learning

Jan 21, 2026

Summary

Hosts Andrei Krennikov and Jeremy Harris review recent AI developments, including Anthropic’s new Co-work agent and $10B funding, XAI’s $20B raise, and NVIDIA’s H200 supply constraints. They discuss Google’s Gemini updates, OpenAI’s compute deal with Cerebras, and CoreWeave’s financial adjustments. The episode also covers research on scaling reinforcement learning to prevent catastrophic forgetting in general-purpose models.

Topics discussed

Introduction and episode overview Anthropic's Claude 4.5, Cloud Code, and safety frameworks Google Gemini updates, AI Overviews, and health misinformation Slack AI agent and the rise of workplace automation AI industry funding: xAI, CoreWeave, and NVIDIA supply chain CoreWeave liquidity issues and LMSYS valuation DeepSeek papers: RLHF, catastrophic forgetting, and H-Res DeepSeek V3 architecture and Loop Transformers TII Falcon H1R-7B and hybrid Mamba-Attention models Deep Delta Learning and recursive prompt search Conditional memory, N-gram lookups, and extending context Anthropic's constitutional classifier and jailbreak defense Geopolitics: NVIDIA H200s, China export controls, and policy
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