Dan's AI Intel

Episodes

• AI Now Improves AI — and J-Space Lets Us Watch It Think — Recursive self-improvement is already shipping — but it's neither as unobservable nor as inescapable as the myth promised, and Anthropic's J-space is the proof.
• Claude Sonnet 5 Got Cheaper — So Why Does It Cost More? — The cheaper-per-token model that quietly costs more per job — and the one metric that actually decides your AI bill.
• Dario Amodei Just Asked for a Kill Switch on His Own AI — The AI industry's most safety-credible CEO just asked the U.S. government for the legal power to block an AI model from shipping — and the model he had in mind was his own.
• June 2026: The Month AI Became a Capital Game — June 2026 in AI, in one line: the race stopped being about the best model and became about money — history's largest IPO, two labs filing to go public, and $80B in compute booked.
• Google's Quiet AI Win: The Hidden 70x Subsidy in Your $200 Plan — Everyone thinks the AI meter is subsidized. It isn't — inference runs profitable. The real giveaway is your flat $200 plan (a 40–70x subsidy), and who survives the price war is decided one layer down, at the silicon: Google owns its chips; its rivals rent NVIDIA's 75% margin.
• Elon Musk Became the Danger He Warned Us About — The man who spent a decade warning that AI could end humanity quietly made himself the one person who most concentrates that very power.
• The Agent Internet: Big Tech Built It Together — to Fight Over Your Front Door — The tech giants agreed to build the agent internet together — so they could fight over the one piece they kept: the front door to your life.
• Google Prints Money — So Why Did It Just Sell $85 Billion of Stock? (And Why Buffett's Successor Bet Big) — The largest equity raise in history, the $10 billion AI bet Greg Abel made that Warren Buffett never would, and the $600 billion question hanging over the whole build-out.
• AI in Sci-Fi: Why the Scariest Robot Stories Were Never About Evil Machines — Every great AI nightmare, decoded, is the same fear: a machine that serves us so well we hand over the future — and the math now agrees.
• Sovereign AI: America Built an AI Kill Switch — Then Aimed It at Allies — Sovereign AI was never about whose soil the data centre sits on — it's about whether another country can switch your access off, and the US just proved it can.
• AGI as an Alien Mind: Will the First True AGI Be Extraterrestrial?
• Amanda Askell: Architect of Constitutional AI Ethics
• Yoshua Bengio: Securing the Path to Superintelligence
• Ilya Sutskever: From Scaling Breakthroughs to Safe Superintelligence
• Dario Amodei: The Scaling Thesis and AI Stewardship
• Demis Hassabis: Navigating the Scientific Path to AGI Responsibility
• May 2026: The Month AI Went Public — May 2026 — the month AI went public: Cerebras' IPO cracked the window, capability turned into 10,000 real vulnerabilities and a wet-lab discovery, and the electricity bill became a public fight.
• OpenAI's Billionaire Battle — What It Reveals About the People Behind It
• GPT-5.5 vs Claude: The Frontier Model You Can Use vs the One You Can't
• Dario Amodei: Surviving Our Technological Adolescence
• Nvidia's Challengers: The Silicon Schism Reshaping AI Chips
• When AI Makes Human Labour Obsolete: The Post-Work Economy
• Google's AI Advantage: Why It's Better Positioned Than You Think
• Building an AI-Native Company: What Actually Changes
• Perplexity: From an AI Browser to the Future of the Computer
• AI News — April 2026: AI Agents Replace Chatbots