Alex Imas and Phil Trammell – What remains scarce after AGI?
Episode Date: June 4, 2026Economics of AGI episode w Alex Imas and Phil Trammell.There’s a bunch of important questions about how we deal with AI that only economics can answer...
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128 episodes transcribedEconomics of AGI episode w Alex Imas and Phil Trammell.There’s a bunch of important questions about how we deal with AI that only economics can answer...
New blackboard lecture with Reiner Pope: how do chips actually work - starting with basic logic gates, and working up to why GPUs, TPUs, FPGAs, and th...
Eric Jang walks through how to build AlphaGo from scratch, but with modern AI tools.Sometimes you understand the future better by stepping backward. A...
David Reich is back.He and collaborator Ali Akbari just published a paper that overturns a long-standing consensus about human evolution — that natura...
Did a very different format with Reiner Pope - a blackboard lecture where he walks through how frontier LLMs are trained and served.It’s shocking how...
I asked Jensen about TPU competition, Nvidia’s lock on the ever more bottlenecked supply chain needed to make advanced chips, whether we should be sel...
Really enjoyed chatting with Michael Nielsen about how we recognize scientific progress.It's especially relevant for closing the RL verification loop...
We begin the episode with the absolutely ingenious and surprising way in which Kepler discovered the laws of planetary motion.People sometimes say tha...
Dylan Patel, founder of SemiAnalysis, provides a deep dive into the 3 big bottlenecks to scaling AI compute: logic, memory, and power.And walks throug...
Read the full essay here: https://www.dwarkesh.com/p/dow-anthropicTimestamps00:00:00 - Anthropic vs The Pentagon00:04:16 - The overhangs of tyranny00:...
Renaissance history is so much wilder and weirder than you would have expected. Very fun chatting with Ada Palmer (historian, novelist, and composer b...
Dario Amodei thinks we are just a few years away from AGI — or as he puts it, from having “a country of geniuses in a data center”. In this episode, w...
In this episode, John and I got to do a real deep-dive with Elon. We discuss the economics of orbital data centers, the difficulties of scaling power...
Adam Marblestone has worked on brain-computer interfaces, quantum computing, formal mathematics, nanotech, and AI research. And he thinks AI is missin...
Read the essay here.Timestamps00:00:00 What are we scaling?00:03:11 The value of human labor00:05:04 Economic diffusion lag is cope00:06:34 Goal-post...
Sarah gives a “tour of the arguments” on what ultimately led to the Soviet Union’s collapse, diving into the role of the US, the Sino-Soviet border co...
Ilya & I discuss SSI’s strategy, the problems with pre-training, how to improve the generalization of AI models, and how to ensure AGI goes well.Watch...
As part of this interview, Satya Nadella gave Dylan Patel (founder of SemiAnalysis) and me an exclusive first-look at their brand-new Fairwater 2 data...
In this lecture, military historian Sarah Paine explains how Russia—and specifically Stalin—completely derailed China’s rise, slowing them down for ov...
The Andrej Karpathy episode.During this interview, Andrej explains why reinforcement learning is terrible (but everything else is much worse), why AGI...