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muckrAIkers

muckrAIkers

著者： Jacob Haimes and Igor Krawczuk
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 Join us as we dig a tiny bit deeper into the hype surrounding "AI" press releases, research papers, and more. Each episode, we'll highlight ongoing research and investigations, providing some much needed contextualization, constructive critique, and even a smidge of occasional good will teasing to the conversation, trying to find the meaning under all of this muck.© Kairos.fm 数学 科学
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  • Breaking Down the Economics of AI

    Breaking Down the Economics of AI
    2025/05/26
    Jacob and Igor tackle the wild claims about AI's economic impact by examining three main clusters of arguments: automating expensive tasks like programming, removing "cost centers" like call centers and corporate art, and claims of explosive growth. They dig into the actual data, debunk the hype, and explain why most productivity claims don't hold up in practice. Plus: MIT denounces a paper with fabricated data, and Grok randomly promotes white genocide myths.(00:00) - Recording date + intro (00:52) - MIT denounces paper (04:09) - Grok's white genocide (06:23) - Butthole convergence (07:13) - AI and the economy (14:50) - Automating profit centers (29:46) - Removing the last cost centers (47:16) - "This time is different" (explosive growth) (57:55) - Alpha Evolve, optimization, and slippageLinksUniversity of Chicago working paper - Large Language Models, Small Labor Market EffectsOECD working paper - Miracle or Myth? Assessing the macroeconomic productivity gains from Artificial IntelligenceEpoch AI blogpost - Explosive Growth from AI: A Review of the ArgumentsBusiness Insider article - Anthropic CEO: AI Will Be Writing 90% of Code in 3 to 6 MonthsPreprint - Transformative AGI by 2043 is <1% likelyAutomating profit centersPivot to AI blogpost - If AI is so good at coding … where are the open source contributions?Ben Evans' Mastodon post - "Show me the pull requests"NY Times article - Your A.I. Radiologist Will Not Be With You SoonFastCompany article - More companies are adopting 'AI-first' strategies. Here's how it could impact the environmentForbes article - Business Tech News: Shopify CEO Says AI First Before EmployeesNewsroom article - IBM Study: CEOs Double Down on AI While Navigating Enterprise HurdlesPNAS research article - Evidence of a social evaluation penalty for using AIArs Technica article - AI use damages professional reputation, study suggestsRemoving cost centersThe Register article - Anthopic's law firm blames Claude hallucinations for errorsFortune article - Klarna plans to hire humans again, as new landmark survey reveals most AI projects fail to deliverWikipedia article - The Market for LemonsAlphaEvolveDeepmind press release - AlphaEvolve: A Gemini-powered coding agent for designing advanced algorithmsDeepmind white paper - AlphaEvolve: A coding agent for scientific and algorithmic discoveryOff TopicVelvetShark blogpost - Why do AI company logos look like buttholes?MIT Economics press release - Assuring an accurate research recordPivot to AI blogpost - How to make a splash in AI economics: fake your dataPivot to AI blogpost - Even Elon Musk can’t make Grok claim a ‘white genocide’ in South Africa
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    1 時間 7 分
  • DeepSeek: 2 Months Out

    DeepSeek: 2 Months Out
    2025/04/09
    DeepSeek has been out for over 2 months now, and things have begun to settle down. We take this opportunity to contextualize the developments that have occurred in its wake, both within the AI industry and the world economy. As systems get more "agentic" and users are willing to spend increasing amounts of time waiting for their outputs, the value of supposed "reasoning" models continues to be peddled by AI system developers, but does the data really back these claims?Check out our DeepSeek minisode for a snappier overview!EPISODE RECORDED 2025.03.30(00:40) - DeepSeek R1 recap (02:46) - What makes it new? (08:53) - What is reasoning? (14:51) - Limitations of reasoning models (why we hate reasoning) (31:16) - Claims about R1 training on Open AI (37:30) - “Deep Research” (49:13) - Developments and drama in the AI industry (56:26) - Proposed economic value (01:14:20) - US government involvement (01:23:28) - OpenAI uses MCP (01:28:15) - OutroLinksDeepSeek websiteDeepSeek paperDeepSeek docs - Models and PricingDeepSeek repo - 3FSUnderstanding DeepSeek/DeepResearchExplainersLanguage Models & Co. article - The Illustrated DeepSeek-R1Towards Data Science article - DeepSeek-V3 Explained 1: Multi-head Latent AttentionJina.ai article - A Practical Guide to Implementing DeepSearch/DeepResearchHan, Not Solo blogpost - The Differences between Deep Research, Deep Research, and Deep ResearchAnalysis and ResearchPreprint - Understanding R1-Zero-Like Training: A Critical PerspectiveBlogpost - There May Not be Aha Moment in R1-Zero-like Training — A Pilot StudyPreprint - Large Language Monkeys: Scaling Inference Compute with Repeated SamplingPreprint - Chain-of-Thought Reasoning In The Wild Is Not Always FaithfulFallout coverageTechCrunch article - OpenAI calls DeepSeek 'state-controlled,' calls for bans on 'PRC-produced' modelsThe Verge article - OpenAI has evidence that its models helped train China’s DeepSeekInteresting Engineer article - $6M myth: DeepSeek’s true AI cost is 216x higher at $1.3B, research revealsArs Technica article - Microsoft now hosts AI model accused of copying OpenAI dataThe Signal article - Nvidia loses nearly $600 billion in DeepSeek crashYahoo Finance article - The 'Magnificent 7' stocks are having their worst quarter in more than 2 yearsReuters article - Microsoft pulls back from more data center leases in US and Europe, analysts sayUS governanceNational Law Review article - Three States Ban DeepSeek Use on State Devices and NetworksCNN article - US lawmakers want to ban DeepSeek from government devicesHouse bill - No DeepSeek on Government Devices ActSenate bill - Decoupling America's Artificial Intelligence Capabilities from China Act of 2025LeaderboardsaiderLiveBenchLM ArenaKonwinski PrizePreprint - SWE-Bench+: Enhanced Coding Benchmark for LLMsCybernews article - OpenAI study proves LLMs still behind human engineers in over 1400 real-world tasksOther ReferencesAnthropic report - The Anthropic Economic IndexMETR Report - Measuring AI Ability to Complete Long TasksThe Information article - OpenAI Discusses Building Its First Data Center for StorageDeepmind report backing up this ideaTechCrunch article - OpenAI adopts rival Anthropic's standard for connecting AI models to dataReuters article - OpenAI, Meta in talks with Reliance for AI partnerships, The Information reports2024 AI Index reportNDTV article - Ghibli-Style Images To Memes: White House Embraces Alt-Right Online CultureElk post on DOGE and AI
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    1 時間 32 分
  • DeepSeek Minisode

    DeepSeek Minisode
    2025/02/10

    DeepSeek R1 has taken the world by storm, causing a stock market crash and prompting further calls for export controls within the US. Since this story is still very much in development, with follow-up investigations and calls for governance being released almost daily, we thought it best to hold of for a little while longer to be able to tell the whole story. Nonetheless, it's a big story, so we provide a brief overview of all that's out there so far.

    • (00:00) - Recording date
    • (00:04) - Intro
    • (00:37) - DeepSeek drop and reactions
    • (04:27) - Export controls
    • (08:05) - Skepticism and uncertainty
    • (14:12) - Outro


    Links
    • DeepSeek website
    • DeepSeek paper
    • Reuters article - What is DeepSeek and why is it disrupting the AI sector?

    Fallout coverage

    • The Verge article - OpenAI has evidence that its models helped train China’s DeepSeek
    • The Signal article - Nvidia loses nearly $600 billion in DeepSeek crash
    • CNN article - US lawmakers want to ban DeepSeek from government devices
    • Fortune article - Meta is reportedly scrambling ‘war rooms’ of engineers to figure out how DeepSeek’s AI is beating everyone else at a fraction of the price
    • Dario Amodei's blogpost - On DeepSeek and Export Controls
    • SemiAnalysis article - DeepSeek Debates
    • Ars Technica article - Microsoft now hosts AI model accused of copying OpenAI data
    • Wiz Blogpost - Wiz Research Uncovers Exposed DeepSeek Database Leaking Sensitive Information, Including Chat History

    Investigations into "reasoning"

    • Blogpost - There May Not be Aha Moment in R1-Zero-like Training — A Pilot Study
    • Preprint - s1: Simple test-time scaling
    • Preprint - LIMO: Less is More for Reasoning
    • Blogpost - Reasoning Reflections
    • Preprint - Token-Hungry, Yet Precise: DeepSeek R1 Highlights the Need for Multi-Step Reasoning Over Speed in MATH
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    15 分

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