Inside the Race for AI Compute, Why AI Labs Must Slow Down & Ex-OpenAI Researcher on RSI

Guests across five interviews agree AI's near-term bottleneck is trust, security, and pricing infrastructure—not raw model capability.

• Coding agents as commodity: Replit's Amjad Masad says code generation is commoditizing fast ("anything can make you a website"); differentiation now lies in the security/harness layer around agents—sandboxing, identity, memory, deployment.
• Sandbox hacks tied to one vendor: Masad says three of four recent AI agent hacks (OpenAI, Meta, Anthropic, Gemini incidents involving Hugging Face, RubyGems, PyPI) trace to misconfigurations at a shared sandbox contractor, Invisible—an underreported cybersecurity story.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.