Markets Still Depend on Hidden Human Context

Prakash Narayanan argues finance remains constrained by latency, regulation, tacit knowledge, and uncaptured context even as AI models improve.

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Episode notes

This special AI in the AM episode features Sergiy Nesterenko of Quilter on using reinforcement learning for circuit board design, Andy Hall of Stanford on AI behavior in politics and new governance models, and Lukas Peterson and Axel Backlund of Andon Labs on their AI-run retail store in San Francisco. Nathan and Prakash also reflect on the pace of AI progress, the public reaction to existential risk, and why constructive civic action matters as AI systems grow more powerful and autonomous.

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CHAPTERS:

(00:00) About the Episode

(07:57) Live stream kickoff

(09:52) Sam Altman attacks

(16:37) Quilter from SpaceX

(19:02) Why autorouters fail (Part 1)

(20:52) Sponsors: Roboflow | VCX

(23:09) Why autorouters fail (Part 2)

(28:14) Compute and odd layouts

(34:19) Simulations and safety margins (Part 1)

(39:22) Sponsor: Tasklet

(41:01) Simulations and safety margins (Part 2)