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AI Podcasts

December 31, 2025

[State of Evals] LMArena's $100M Vision — Anastasios Angelopoulos, LMArena

Latent Space

AI
Key Takeaways:
  1. The Macro Trend: The transition from static benchmarks to live human-in-the-loop evaluation. As models saturate fixed tests, the only remaining signal is subjective human preference at scale.
  2. The Tactical Edge: Monitor secret model drops on Arena to spot frontier capabilities before official releases. This provides a lead time advantage for builders choosing their tech stack.
  3. The Bottom Line: Arena is the new kingmaker. If you are building AI products, their expert-tier data is the most reliable map for navigating the frontier.
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December 31, 2025

[State of Context Engineering] Agentic RAG, Context Rot, MCP, Subagents — Nina Lopatina, Contextual

Latent Space

AI
Key Takeaways:
  1. The move from small models to medium models (15B to 70B) suggests that reasoning capability is outstripping the desire for low-latency edge deployment.
  2. Implement instruction-following re-rankers to prune your context window. This prevents the model from getting confused by irrelevant data.
  3. Stop building toys. The next year belongs to those who can build full agentic systems that handle billions of tokens without losing the plot.
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December 31, 2025

[NeurIPS Best Paper] 1000 Layer Networks for Self-Supervised RL — Kevin Wang et al, Princeton

Latent Space

AI
Key Takeaways:
  1. The wall between RL and self-supervised learning is crumbling, leading to a unified "representation-first" approach to AI.
  2. Swap your reward-heavy objectives for contrastive representation learning to access deeper, more stable architectures.
  3. If you aren't planning for RL models with 100x the current depth, you're building for the past.
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December 31, 2025

[State of AI Papers 2025] Fixing Research with Social Signals, OCR & Implementation — Team AlphaXiv

Latent Space

AI
Key Takeaways:
  1. Academic research is transitioning from a "publish or perish" PDF culture to an "implement or ignore" code culture.
  2. Use AlphaXiv to filter research by social signal and implementation ease rather than just keyword relevance.
  3. The PDF is an antiquated artifact. In 2025, the value of a paper is measured by the speed at which a developer can spin up its Docker container.
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December 31, 2025

[State of MechInterp] SAEs in Production, Circuit Tracing, AI4Science, "Pragmatic" Interp — Goodfire

Latent Space

AI
Key Takeaways:
  1. The Macro Trend: The transition from black box scaling to transparent steering. As models enter regulated industries, the ability to prove why a model made a decision becomes more valuable than the decision itself.
  2. The Tactical Edge: Deploy sidecar models for monitoring. Instead of using expensive LLM-as-a-judge prompts, probe specific internal features to catch hallucinations at the activation level.
  3. The Bottom Line: The next year belongs to the pragmatic researchers. If you cannot explain your model's reasoning, you will not be allowed to deploy it in high-stakes environments.
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December 31, 2025

[State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang

Latent Space

AI
Key Takeaways:
  1. The transition from completion to agency requires moving from static repos to active, economically valuable environments.
  2. Prioritize agentic workflows that emphasize codebase understanding over simple code generation.
  3. The next 12 months will see a move from stunt autonomy to integrated human-AI systems that handle long-running tasks without losing the human intent.
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December 31, 2025

[State of Research Funding] Beyond NSF, Slingshots, Open Frontiers — Andy Konwinski, Laude Institute

Latent Space

AI
Key Takeaways:
  1. The transition from monolithic models to compound systems means the value is migrating to the orchestration and context layer.
  2. Prioritize tools like DSPy and context management frameworks to build high-leverage applications that do not depend on proprietary model updates.
  3. Open research is the only way to maintain a competitive edge. If the US stops publishing, it stops leading.
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December 31, 2025

Infinity, Paradoxes, Gödel Incompleteness & the Mathematical Multiverse | Lex Fridman Podcast #488

Lex Fridman

AI
Key Takeaways:
  1. From Singular Logic to Pluralistic Systems. As we build complex AI, we must move from seeking one "correct" model to managing a multiverse of conflicting but internally consistent logical frameworks.
  2. Audit for Incompleteness. When designing protocols, identify the "independent" variables that your system cannot prove or settle internally.
  3. Truth is bigger than code. Over the next year, the winners will be those who stop trying to "solve" the universe and start navigating the multiverse of possible truths.
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December 31, 2025

AI in 2026: 3 Predictions For What’s To Come (a16z Big Ideas)

a16z

AI
Key Takeaways:
  1. Outcome-Based Intelligence. We are moving from AI as a Service to AI as an Outcome where value is tied to results rather than usage.
  2. Target Non-Public Data. Build applications in sectors like law or lending where the most valuable data is private and un-crawlable.
  3. The next two years will separate companies that use AI to save pennies from those that use AI to capture entire markets through autonomous systems and proprietary data loops.
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Crypto Podcasts

March 21, 2025

Crypto Is At An Inflection Point | Ryan Connor

Lightspeed

Crypto

Key Takeaways:

  • 1. The crypto market is at a pivotal moment, poised for a significant influx of institutional capital pending regulatory clarity.
  • 2. Incumbent players, particularly in Layer 1 blockchains and certain DeFi applications, are well-positioned to benefit from this growth.
  • 3. Stablecoins represent a profitable but competitive landscape, with opportunities for disruption as net interest margins get compressed.
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March 20, 2025

Data Deep Dive: Are Memecoins Dead? | Analyst Round Table

0xResearch

Crypto

Key Takeaways:

  • 1.  Memecoins, despite a decline in activity, are far from dead and continue to drive substantial revenue on several blockchains.
  • 2.  Solana faces challenges related to brand perception and governance mechanisms, highlighting the need for careful balancing of stakeholder interests.
  • 3.  The lines between DeFi and TradFi are blurring, with both sides vying for market share and experimenting with different partnership and competitive models.
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March 19, 2025

How Long Will This Bear Market Last? | EP 72

Good Game Podcast

Crypto

Key Takeaways:

  • 1. Despite short-term market volatility influenced by factors like tariff discussions, the underlying economy appears healthy, presenting a potentially bullish outlook for Bitcoin.
  • 2. RWA and Trafi represent significant growth areas in crypto, but the rationale behind permissioned blockchains needs further examination.
  • 3. AI continues to rapidly evolve, with vibe coding and localized LLMs poised to democratize app development and enhance user experiences.
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March 19, 2025

When Will Bitcoin Bottom?

1000x Podcast

Crypto

Key Takeaways:

  • 1. Bitcoin’s price is currently influenced more by macro factors than crypto-specific news.
  • 2. Altcoins are underperforming, presenting shorting opportunities for traders.
  • 3.  Focus on emerging trends like stablecoin growth and RWA tokenization for potential long-term gains.
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March 18, 2025

Joe McCann on Why Bitcoin Is the King and Memecoins Are Over—For Now

Unchained

Crypto

Key Takeaways:

  • 1. While the current landscape for meme coins and certain trading strategies seems saturated, innovation and new implementations will drive the next wave of opportunities.
  • 2. Macroeconomic forces, particularly institutional deleveraging, are significant drivers of recent market fluctuations, but long-term fundamentals remain strong for Bitcoin and select altcoins like Solana.
  • 3. The convergence of AI and crypto holds immense potential, with orchestration playing a key role in unlocking value and efficiency across various applications.
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March 18, 2025

Why Solana’s Inflation Proposal Didn’t Pass | Weekly Roundup

Lightspeed

Crypto

Key Takeaways:

  • 1. Solana's governance processes are still evolving, requiring careful consideration of community sentiment and communication strategies.
  • 2. The Solana Foundation’s delegation program is a critical area for evaluation and potential restructuring to address decentralization concerns.
  • 3. Ethereum faces crucial decisions regarding its L1 and L2 strategy, with scaling the L1 being essential for long-term value capture.
See full notes