SemiAnalysis(@SemiAnalysis_):EMERGENCY EPISODE: Are We Doomed? @JordanNanos @fabknowledge @SaasquatchC @maxkan 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute 20:38 Hugging Face Lessons 30:52 Moonshot Serving Claude 36:37 The Coxson Resignation 38:27 Two-Year Predictions 49:19 Regulation Under Trump 57:21 Hotter or Cooler

2026.09.16 02:30

EMERGENCY EPISODE: Are We Doomed? @JordanNanos @fabknowledge @SaasquatchC @maxkan 0:00 Cold Open 2:50 Glorified Neoclouds 8:21 Pacing the Frontier 12:53 Safety Eats Compute 20:38 Hugging Face Lessons 30:52 Moonshot Serving Claude 36:37 The Coxson Resignation 38:27 Two-Year Predictions 49:19 Regulation Under Trump 57:21 Hotter or Cooler