The MAD Podcast
Matt Turck on data and AI infrastructure
1:10:14The Middle Layer of the AI Factory: Models Are Becoming a Resource That Has to Be Managed
The least glamorous layer of the five-layer cake is deciding who gets to sell AI to regulated enterprises — because neither the model weights nor the enterprise data want the other side to see them.
1:14:15The bottleneck to AI self-improvement isn't compute, it's simulation and verification
Any domain that can be simulated, AI will eventually solve; any domain that can't be simulated, even the strongest model can only wait for experimental data. Richard Socher argues the path to recursive self-improvement is to first let AI research AI, then attack biology.
1:18:59AI Takeover Isn't a 2029 Problem, It's a 2028 Problem
Ryan Greenblatt predicts AI R&D will be fully automated between 2028 and 2031, with progress doubling every 4-5 times per year, making takeover risk extreme; he proposes a US-China compute transparency agreement as a slowdown plan.