Updates to my analysis on what a collapse of investments in AI might mean, with a fourth scenario: Microsoft, Apple, Amazon or Nvidia buys struggling AI startups. This is, I think, the most likely outcome, and Nvidia could be the real winner. More details here: falkai.substack.com/p/what-would...

I just published an analysis of what an AI investment crash would mean for technical development. The short version: Google, with its deep pockets, would likely end up quite alone in the AI race on the American side of the Atlantic. China continues regardless. falkai.substack.com/p/what-would...

California just introduced AI safety legislation that is, very briefly summarized, self-regulation with some edge to it. This podcast episode explains SB 53 in a very accessible way. aipodcastpicks.substack.com/p/a-quick-gu...

This is the best analysis I've seen/heard, of whether there's a financial AI bubble going on right now. Short story: Some warning signs, but not a bubble. aipodcastpicks.substack.com/p/great-anal...

Proud and humbled by appearing in The Cognitive Revolution – one of the best podcasts on AI I know. www.cognitiverevolution.ai/education-in... Thanks to @nathanlabenz.bsky.social for great discussions!

This interview with Estonia's Minister of Education is a must-listen for anyone working with strategic perspectives on education. The episode made me feel that maybe I should move to Estonia and start working full-time with AI and education again. aipodcastpicks.substack.com/p/estonias-m...

New videos about AI and education: Using AI for ideation. * Creating variations of an example * Brainstorming * Getting feedback on ideas * Exploring ideas in collaboration with AI * Creating artificial student panels/user panels * Creating bespoke software graspableai.substack.com/p/using-ai-f...

I revisited a blogpost I wrote summer 2024, just before I left my job with the goal of contributing to reducing societal-scale AI risks. It explains why I decided to leave a great job, without knowing what I should do. Still relevant, more than a year later. falkai.substack.com/p/what-drive...

Insight about AI, number 157: It is much easier to expand what you can do yourself using AI, than replacing what someone else is doing. Do you agree? What are potential implications?

Two videos for anyone working with software development (coding in particular) and haven't yet tried Claude Code. aipodcastpicks.substack.com/p/what-is-cl...

This podcast episode could actually be the best I've heard when it comes to AI and education. Multiple perspectives, and almost constant focus on the really deep impacts. Also quite fun to listen to. aipodcastpicks.substack.com/p/great-coll...

Superintelligent AI may be godlike, but not gods are created equal. What may superintelligent AI find difficult, and what type of problems will melt away? falkai.substack.com/p/the-hard-p... #ASI #AI #not-so-distant-future

This is the first time I hear of ChatGPT leading a person to suicide. I am truly appalled by some of the quotes recited in the episode. I've heard examples of Character AI bots doing this, but frankly didn't think normal chatbots could have this effect. aipodcastpicks.substack.com/p/a-disturbi...

250 words on what a 1.5 billion years old organism could teach us about how to navigate a potential future with superintelligent AI. falkai.substack.com/p/the-mitoch...

I stumbled into this video from Anthropic. Great resource for anyone who wants to understand more about the inside of large language models, and what "mechanistic interpretability" is. aipodcastpicks.substack.com/p/introducti...

I just published three more AI podcast picks. This one is worth listening to twice. How close are we to AGI? What happens after? And what does AGI mean for society, and for you and me as individuals? The episode doesn't give answers, but perspectives. aipodcastpicks.substack.com/p/benjamin-t...

The AI 20127 is well worth reading in full, but this 34 minute video is a summary that is *much* more accessible. www.youtube.com/watch?v=5KVD... (Worth knowing: Since writing AI 2027, the authors have pushed their timelines back by roughly a year. As is noted in the video.)

Great episode for anyone who wants to get a deeper understanding of the Trump administration's view of AI. aipodcastpicks.substack.com/p/what-does-...

Kudos to @nathanlabenz.bsky.social for delivering so many interesting podcast episodes on AI. I just reposted the best episodes I listened to last month, and three of the eight selected episodes were from The Cognitive Revolution. aipodcastpicks.substack.com

The best summary of what GPT-5 is and means I've seen so far. pca.st/zetp4njw

Recommended listening for anyone who wants to get an overview of China + AI policy. substack.com/@falkai/note...

Listening to the recently released episode of Last Week in AI. The episode doesn't particularly stand out, but the podcast as a whole is one of my top ways of staying up to date. Highly recommended. lastweekin.ai

Micro transactions by AI agents could be a really good thing. falkai.substack.com/p/how-ai-age... (Thanks to @nathanlabenz.bsky.social who in a recent episode of The Cognitive Revolution made me aware of the x402 protocol.)

Podcast pick! (On AI, as always.) falkai.substack.com/p/news-on-ai...

Solid Grok 4 overview linked below. My take, at high level: • Among the best LLMs now, but too early to call it *the* best • “Exponential scaling” might be working again after GPT-4.5/Llama 4 disappointments • Makes GPT-5 launch more likely soon pca.st/episode/2e6a...

Podcast pick for anyone who wants to keep up with what’s going on with AI regulation in the US. falkai.substack.com/p/news-on-ai...

"Early Tuesday morning, the United States Senate voted 99-1 to pass an amendment to the budget bill removing the proposed 10-year moratorium on the enforcement of state laws on artificial intelligence." www.techpolicy.press/us-senate-dr...

It took some time, but I finally found a way to think about "AI agents" that actually works. Maybe it works for you, too. falkai.substack.com/p/i-finally-...

Yay! My book "AI för nybörjare" is now available also in Norwegian! www.bokklubben.no/kunstig-inte...

Another AI podcast pick! Great explanation of reasoning models, test time scaling, why the AI scaling laws are inversely impressive, and what reasoning models mean for AI safety. falkai.substack.com/p/reasoning-...

Another podcast pick for AI enthusiasts: Dan Hendrycks, Daniel Kokotajlo and Gary Marcus talk about their views of when we will get AI at human level, and way above human level, and what that means in terms of risks for humanity as a whole. falkai.substack.com/p/three-gian...

In Swedish only! Hör mig prata om AI och skola i AI Swedens podcast. Jätteroligt samtal med Peter Kurzwelly, med plats att ta ut svängarna mer och ta upp de större frågorna. pca.st/episode/0196...

“We are no longer hiring entry-level software engineers. We don’t expect to do that ever again. In fact, we don’t expect to hire anyone with less than ten years of experience ever again.” Said by an anonymous “very senior person” at one of the top AI labs. pca.st/episode/31b4...

The most important things to know when it comes to AI's impact as a societal and global scale, summarized in 15 minutes: open.substack.com/pub/falkai/p... Comments welcome. (English version of a presentation I held at the Governmental Offices of Sweden yesterday.) #AI #AI-policy #AI-strategy

Another podcast episode recommendation: falkai.substack.com/p/deep-dive-...

Exploring a game of steganography with some LLMs. o3 is the only one making a serious effort so far. (I like that it sometimes refuses to obfuscate its communication!)

Some examples of AI finding creative and unwanted solutions to problems. (It's my first run on practicing a presentation, shortly after compiling the examples, so don't be too harsh on my presentation style. But I felt I wanted to share these examples.) youtu.be/kr9MHN28hh8

I think we should stop talking about generative AI. Here is why. falkai.substack.com/p/gen-ai-as-... Feel free to disagree in a reply.

Here's a great podcast episode for anyone who wants to geek down in what will happen with AI in the next six to twelve months. Also: I'm changing the format of my podcast recommendations to a section on Substack. (Let me know if you have any thoughts on it.) falkai.substack.com/p/claude-4-r...

There are almost 1.2 million books on Sweden's most-used site for comparing prices. My book "AI för nybörjare 2.0" (The Human Guide to AI) is the fifth most popular among them. Thank you so much for trusting in me to tell you what AI is, and what it means. Summary here: falkai.org/2025/05/06/t...

Great episode with important questions on psychological and social aspects of AI/chatbots. pca.st/episode/5332...

Google has released a paper about AlphaEvolve, which improves code and algorithms. It has already increased efficiency in Google’s compute fleet by 0.7 percent, found better algorithms for matrix multiplication, and improved Gemini — which powers AlphaEvolve. Interview here: pca.st/episode/c65c...

Great episode for anyone who wants to get an overview of US chip export restrictions and some other regulation related to AI. pca.st/episode/b140...

A podcast episode for anyone who is skeptical about AI in education. And for those who are enthusiastic about it. Well-founded and critical. (Rebecca Winthrop, who is interviewed, doesn't see AI as quite as urgent an issue as I do, but still sees it as a big deal.) pca.st/episode/6a19...

Great discussion about what AI can mean for jobs, society and the future. I'm really surprised by how naive Amjad Masad, CEO of Replit, is when it comes to AI, but the others follow up on it in a good way and it actually improves the discussion. youtu.be/JMYQmGfTltY?...

Should we take “AI at human level” seriously? Great article by Benjamin Todd. I disagree with some details (such as data, not energy or chips being the main obstacle for better AI), but this is a really good introduction. Listen: pca.st/episode/a7f2... Read: 80000hours.org/agi/guide/wh...

AlphaGo defeated Lee Sedol in Go, 4–1. A year later, AlphaGo Zero defeated AlphaGo 100–0. AGZ taught itself through evaluating massive amounts of games, played against itself. Researchers are presenting similar methods for AI coding, and they seem to work. youtu.be/YMcgZ20oKrY?...

My book "AI för nybörjare 2.0" made it into top 10 at Sweden's most popular service for price comparisons! I celebrate by sharing a slightly updated summary of the book, in English: falkai.org/2025/05/06/t...

Follow-up on my book success: "AI för nybörjare 2.0" is now the 13th most popular book on one of the most-used price comparison sites in Sweden. Among over a million titles. I'm proud that people trust me to tell them what AI is, and what it means for the world. www.prisjakt.nu/produkt.php?...