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Cognitive Revolution · January 15, 2026 · 85m
OpenAI, Anthropic, and Meta: Analyzing the AI Frontier with Zvi
Zvi Mowshowitz joins Nathan Labenz for a comprehensive analysis of the AI frontier race between OpenAI, Anthropic, and Meta. They discuss capability curves, safety approaches, and whether the current pace of development is sustainable.
Canon
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Mowshowitz argues that competitive pressure between OpenAI, Anthropic, and Meta creates an environment where safety commitments erode. Each company's behavior is shaped by the competitive environment more than by its stated values.
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Mowshowitz observes that both AI hype ('AGI next year') and AI doom ('AI will kill everyone') spread faster than nuanced analysis because extreme claims are simpler and more emotionally engaging.