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SemiAnalysis Weekly· Staffel 1· Folge 31

Ep. 031 - EMERGENCY EPISODE: Are We Doomed? | Jordan Nanos, Doug O'Laughlin, Max Kan, Joey Brookhart

Mittwoch, 16. September 2026 · 1 h 02

MP3

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Emergency episode. Doug O'Laughlin (@Fabknowledge) , Joey Brookhart (@SaasquatchC), and Max Kan (@maxkan) join Jordan (@JordanNanos) to talk through Dario's "We Must Pace the Frontier" blog and the responses from Sam Altman and David Sacks. Does pacing actually mean less compute, or a lot more? Plus the Hugging Face incident, Moonshot serving Claude, and the security behaviour that keeps them up at night.

Cold Open
Glorified Neoclouds
Pacing the Frontier
Safety Eats Compute
Hugging Face Lessons
Moonshot Serving Claude
The Coxson Resignation
Two-Year Predictions
Regulation Under Trump
Hotter or Cooler

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