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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.
See full notes
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

December 28, 2025

Getting To The Bottom Of Quantum w/ Rearden

The Gwart Show

Crypto
Key Takeaways:
  1. The Macro Shift: Technical reality is decoupled from venture capital hype.
  2. The Tactical Edge: Use hashed addresses and run a node.
  3. The Bottom Line: Quantum is an engineering hurdle rather than an existential crisis for the next decade.
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December 28, 2025

What Can DeFi Users Actually Do on Canton Network Today?

The DCo Podcast

Crypto
Key Takeaways:
  1. The Macro Shift: Institutional Migration. As large-scale capital seeks on-chain efficiency, it will gravitate toward networks that offer privacy as a default.
  2. The Tactical Edge: Monitor Infrastructure. Track the rollout of Canton-native stablecoins to identify when the liquidity floodgates open for professional traders.
  3. The Bottom Line: Canton is building for the "Quiet Money." If you are looking for the next dog coin, look elsewhere, but if you want to see how the global financial system actually moves on-chain, this is the network to watch over the next year.
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December 26, 2025

2025 Year in Review

Bell Curve

Crypto
Key Takeaways:
  1. The transition from "Infra-as-an-Asset" to "Infra-as-a-Service" means valuations will now track real cash flows rather than speculative multiples.
  2. Prioritize protocols that pivot to B2B strategies or vertical integration.
  3. The next 12 months will reward those who build for users rather than for the "crypto-native" echo chamber.
See full notes
December 26, 2025

Keith Singery & Garrett Oetken: TAO.com Wallet, Bittensor, TAO Flow, Governance, Subnets | Ep. 77

Ventura Labs

Crypto
Key Takeaways:
  1. The Macro Transition: Capital is migrating from passive staking to active participation in specific intelligence commodities.
  2. The Tactical Edge: Audit the founders behind subnets before swapping tokens.
  3. The Bottom Line: Bittensor is becoming a modular AI stack where the value lies in the integration of specialized subnets rather than isolated performance.
See full notes
December 26, 2025

2025 Crypto Year in Review, Part 1: Shit Talking Edition

Unchained

Crypto
Key Takeaways:
  1. The industry is moving from speculative points to protocol revenue.
  2. Monitor L2 sequencer revenue models.
  3. 2025 is the year crypto stopped pretending and started building businesses.
See full notes
December 26, 2025

Our 2026 Crypto Predictions

Empire

Crypto
Key Takeaways:
  1. The AI capex cycle is the new North Star for crypto liquidity. If next-gen chips underdeliver, the risk-off contagion will hit crypto first.
  2. Accumulate blue-chip DeFi protocols like Aave or Morpho. These middlemen are better positioned to capture fintech integration than speculative L1s.
  3. 2026 is the year crypto stops selling potential and starts selling efficiency. Survival depends on being close to the customer.
See full notes