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Interpretability Is the Key to Physical AI, Says World Mechanics CEO Sonia Joseph

Two of the hardest problems in AI right now are creating models that understand the physical world—so called world models—and making sense of the internal workings of AI models—otherwise known as mechanistic interpretability.

Typically, these are treated as two separate problems: researchers working on world models are often not concerned with their internal workings, and interpretability researchers tend to focus on the language models that power most AI tools we currently use. But Sonia Joseph, the co-founder and CEO of a new startup, World Mechanics, argues that world models and interpretability are two sides of the same coin. Joseph joined the latest episode of AI Deep Dive to explain that connection, which could be key to making AI useful in the physical world, from medicine to manufacturing. (The full episode is available here.)

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Cognition’s Plan to Limit Tokenmaxxing to the Most Efficient Engineers

To rein in AI spending, large companies are capping employees’ usage, turning to cheaper and smaller models and using routers to send only the hardest requests to the most expensive models.

Cognition, the startup behind the AI coding agent Devin, is adding a new trick to the book: measuring how efficiently different engineers use AI so companies can allocate more resources toward their most efficient employees, Cognition told The Information exclusively.

“The limits that a user should have should not be static. They should be dynamic based on the efficiency of your usage and the value that you're getting out of it,” said Calvin Giroud, a vice president of customer engineering at Cognition.

By looking at an engineer’s coding session using Devin, Cognition can estimate the equivalent number of hours it would have taken a human to do the same amount of work. Dividing by the costs of that session, Cognition gets a measure of each engineer’s efficiency. 

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AI Safety Push Sparks Demand for Watchdog Groups. Critics Doubt Their Independence.

Rising alarm about AI’s perils is thrusting into the spotlight a collection of little-known research groups focused on the technology’s safety—and fueling questions about their ability to effectively monitor the industry’s biggest companies.

Both Anthropic Chief Executive Dario Amodei and OpenAI CEO Sam Altman promised in recent days to embed evaluators from such outside research organizations inside their companies to help ensure they develop AI at a safe pace. Other executives including Microsoft CEO Satya Nadella also endorsed the idea of embedding independent evaluators in companies.

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What Anthropic Doomsayer Jacob Coxon Saw

Yesterday, Amir and I examined the shock waves that have rippled through the AI industry and far beyond since former Anthropic researcher Jacob Coxon very publicly quit his job over concerns that AI “could kill us all”—and another Anthropic AI safety specialist put the probability of such a catastrophe at greater than 10%.

Coxon told me that is hardly the most pessimistic view inside Anthropic. “People have varying probabilities that—barring some substantial coordinated slowdown—the whole thing ends in doom,” he said in an interview later Wednesday. Those estimates range higher than 50% among some Anthropic employees, he said.

Coxon was able to gauge the fears of his fellow employees because “Anthropic has a substantially more transparent internal culture than OpenAI,” where Coxon worked for years before joining Anthropic in May.

Coxon, who focused on the earliest stages of training AI models at Anthropic, said he decided to leave the company because he was gradually “starting to viscerally feel the fear of where the tech's going to be like the next two years or even the next one year.”

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Why An Anthropic Researcher’s Terminator-Style Warning Caught Fire

An Anthropic safety researcher’s warning Tuesday that his company believes AI “could kill all humans” within a decade has reverberated throughout Silicon Valley, Wall Street and Washington, potentially complicating the Claude maker’s upcoming initial public offering and its efforts to repair ties with U.S. political leaders.

As the comment circulated around the internet and on TV broadcasts, some Anthropic employees and other AI staffers defended their efforts to minimize harm their technology might cause—while acknowledging there was much work to do. Paul Christiano, whom OpenAI just tapped as a board director of a nonprofit that oversees the company, echoed the Anthropic warning in a statement Wednesday, saying that “If we build superintelligence without more robust alignment”—or safety constraints—“I expect we will permanently lose control of it. If that happens then most people could die.”

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OpenAI Math Result Stokes Data-Sharing Concerns

In case you missed it: we got an eye-catching X post on Tuesday night from Evan Hubinger, a leader of Anthropic's alignment efforts. Responding to the resignation announcement of an Anthropic employee who warned that AI companies aren’t doing enough to ensure AI won't kill humanity, Hubinger wrote that the employee is “correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade.” Hubinger added that he was worried about future AI models, not those currently available, but still, yikes!

Meanwhile, our colleague Jyoti sizes up the significance of Meta’s new personal AI agent, Muse, unveiled on Tuesday. That’s below. But before we get to that:

This may go down as the year the AI industry got a crash course in mathematics. Breakthroughs in AI models have yielded announcements on such arcane subjects as the “Erdős unit distance problem” and the “Jacobian Conjecture,” which observers have watched as an indicator of AI progress in other domains.

The latest announcement, OpenAI's claim on Tuesday that it had solved the vexing “Navier-Stokes existence and smoothness problem,” has drawn attention for another reason: questions over whether its math-genius models may have gained an edge by incorporating data from two human mathematicians that had used OpenAI's Codex in their work on the same problem. Those questions fed into concerns about the possibility of AI companies learning from customers’ use of their AI models to develop competing products.

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OpenAI Employees Sell $7 Billion in Tender

OpenAI bought about $7 billion in shares from employees in a recently closed tender, according to a person familiar with the deal. The buyback happened at the $852 billion post-money valuation reached in a March funding round. OpenAI used some of the $122 billion in funding from the round for ...

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Why U.S. Robotics Startups Are Stuffing Parts From China in Luggage

On a muggy morning in April, a venture capitalist from San Francisco arrived in China’s southern tech hub of Shenzhen with a long shopping list. His friends at U.S. robotic startups had asked him to bring back humanoids and various robotic components from China.

He headed to Shenzhen’s Huaqiangbei district, the world’s biggest electronics bazaar. At one store, he bought humanoids, which he arranged to ship back to the U.S. He then went upstairs to component floors—a labyrinth of countless stalls barely larger than walk-in closets—to pick up robot parts that control motion, manage power and carry signals. Instead of shipping those components as freight, he packed them in a suitcase and took that with him on a flight back to San Francisco.

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