AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain

Credit availability and physical supply-chain capacity—not power or chips—are emerging as AI's real near-term bottlenecks, per guest consensus.

• RSI timeline aggressive: Zvi Mowshowitz says low-level recursive self-improvement has already begun; expects 2027 to be "completely crazy" and 2028 "unrecognizable," a view he says aligns with Anthropic's internal consensus.
• Clean neurons overhyped: Zvi calls Nick Cammarata's "neural networks are already clean" essay real but oversold—backprop-free training works on strongly-activated neurons, but attention, weak activations, and prediction remain unexplained; a highlighted "single-purpose" neuron was shown to also fire on unrelated concepts.

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.