Show Notes
There’s a pervasive, mutual challenge in the job market today for people working in (or wanting to work in) the cutting edge of AI. On the hiring side, it often feels impossible to close, or even get interest from, the candidates you want. On the individual side, it quite often feels like the opportunity cost of your current job is extremely high — even if on paper the actual work and life you’re living is extremely good — due to the crazy compensation figures. For established tech workers, the hiring process in AI can feel like a bit of a constant fog. For junior employees, it can feel like a bit of a wall. In my role as a bit of a hybrid research lead, individual contributor, and mentor, I spend a lot of time thinking about how to get the right people for me to work with and the right jobs for my mentees. The advice here is shaped by the urgency of the current moment in LLMs. These are hiring practices optimized for a timeline of relevance that may need revisiting every 1-2 years as the core technology changes — which may not be best for long-term investment in people, the industry, or yourself. I’ve written separately about the costs of this pace, and don’t intend to carry this on indefinitely. The most defining feature of hiring in this era is the complexity and pace of progress in language models. This creates two categories. For one, senior employees are much more covetable because they have more context of how to work in and steer complex systems over time. It takes a lot of perspective to understand the right direction for a library when your team can make vastly more progress on incremental features given AI agents. Without vision, the repositories can get locked with too many small additions. With powerful AI tools I expect the impact of senior employees to grow faster than adding junior members to the team could. This view on the importance of key senior talent has been a recent swing, given my experiences and expectations for current and future AI agents, respectively: Every engineer needs to learn how to design systems. Every researcher needs to learn how to run a lab. Agents push the humans up the org chart. On the other side, junior employees have to prove themselves in a different way. The number one defining trait I look for in a junior engineering employee is an almost fanatical obsession with making progress, both in personal understanding and in modeling performance. The only way to learn how the sausage gets made is to do it, and to catch up it takes a lot of hard work in a narrow area to cultivate ownership. With sufficient motivation, a junior employee can scale to impact quickly, but without it, it’s almost replaceable with coding agents (or will be soon). This is very hard work and hard to recruit for. The best advice I have on finding these people is “vibes,” so I am looking for advice on how to find them too! For one, when I brought Florian Brand on to help follow open models for Interconnects, when I first chatted with him he literally said “since ChatGPT came out I’ve been fully obsessed with LLMs.” You don’t need to reinvent the wheel here — if it’s honest, people notice. For junior researchers, there’s much more grace, but that’s due to them working in an education institution first and foremost, instead of the understatedly brutal tech economy. A defining feature that creates success here is an obsession with backing up claims. So a new idea improves models, why? So our evaluation scores are higher, what does this look like in our harness? Speed of iteration follows from executing on this practice. Too many early career researchers try to build breadth of impact (e.g. collecting contributions on many projects) before clearly demonstrating, to themselves and their advisors, depth. The best researchers then bring both clarity of results and velocity in trying new ideas. Working in academia today is therefore likely to be a more nurturing environment for junior talent, but it comes with even great
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This has been a week where the balance of American open-weight models took a step change back toward the frontier. Meta took the lead of this charge with Muse Spark Open, which is now the strongest American-made open model by quite some margin, but the addition of Reflection’s first model Beam is also relevant. Without these two models, there would be 20+ open-weight models built and released by Chinese companies better than the best Western models. At the time of writing this, Mistral has also announced a strong model, Mistral Large 4, with an index score of 38 (see below), but its weights are not yet released. There are rumors of a few more strong American open-weight models coming from other organizations too! In many ways, the gap between the best American and Chinese models has been reduced roughly by half. We’ve gone from the best American open models being largely irrelevant to consumers who require the cutting edge of performance, to them being behind but relevant. This paints the picture of the cut-throat, competitive nature of the frontier model business. Reflection and Mistral announced their model scores and Meta dropped the weights of a smarter model before these other two labs could get their own weights out. All of these models are competing with Chinese models released months ago, where the industry is collectively asking — where have Kimi and Zhipu AI been since the releases of GLM-5.3 and Kimi K3 on Aug. 18th and Jul. 16th, respectively? That is a very nuanced question, which I’ll dig into another time. Today’s piece is focused on Meta’s turnaround, what Muse Spark Open means for the ecosystem, and the balance of power across Western frontier labs. Why Muse Spark Open should take off — and why it may not One thing we see again and again at Interconnects through our open model analysis is that Western open-weight models get astonishingly more adoption than Chinese models with the same performance-to-size footprint (even though the Chinese models usually come out first)! Muse Spark Open is landing into this environment, at the same time as when open-ended LLM agents are finally real (~GLM 5.2 capabilities and on). Riding off a rapid increase in performance of Chinese models, the open ecosystem has been living through an acceleration in demand. The inference providers are rapidly scaling, the open post-training economy is forming, and countless enterprises are looking to own their intelligence. Muse Spark Open’s performance falls somewhere above GLM 5.2, near DeepSeek V4.1 Flash, and behind GLM 5.3 or Kimi K3. It should be squarely “good enough” to slot right into this. For some background, from the Muse Spark Open model card on Hugging Face: Muse Spark Open is an 816B total/42B active parameter open weights model with a context window of 1M tokens. Built for coding and agentic work, Muse Spark Open is natively multimodal. This open weights version has additional safety post-training to make it more robust against misuse as a standalone model without system guardrails. We recommend deploying Muse Spark Open as part of a broader AI system, with additional guardrails suited to the specific use case. Here’s the distribution of the various Muse models on the Artificial Analysis Intelligence Index. This is included to loop back to the original model card snippet. It was shared that this open-weight model underwent additional safety training to prepare for this open release. Many observers saw this release as potentially a model that was “broken” during the safety training, as it came out after Muse Spark 1.3. In reality, this was much more likely a safety tune of Muse Spark 1.2, which would only be a 1 point drop on Artificial Analysis to shore up safety behaviors. When Meta released Muse Glimmer, the 30B agentic model, Alex Wang said that they were preparing to release the Muse Spark 1.2 model as open weights, which fits with the above. If anything will hold Muse Spark Open back, it’ll be the specific license they
I’ve had one too many discussions on the cyber risks of open models — where someone assumes that either banning open models happens in a silo (and bad actors will somehow actually be stopped) or that China is a threat and doesn’t care about AI safety — that I feel we’re going to end up making policy decisions that both limit American AI competitiveness and increases long-term cyber risk. I feel like we’re locked in on a path of lose-lose situation, unless people embrace nuance, trade-offs, and scary realities. Much has been written about the views of various players in this debate, which I summarize as follows: * Open weight models pose an untenable risk to society’s functionality, occupied by frontier lab leadership and the national security community in the U.S. * Western voices saying open weight models are necessary for defense and banning them will make the world less safe, occupied by AI risk moderates to different extremes. I include myself in this bucket, along with Hugging Face’s perspective after the OpenAI incident, and others like Joshua Saxe. * Chinese companies continuing to release open-weight models with strong cyber capabilities, who are making decisions based on the risk assessments of their society and government. This list is also organized by volume or clarity of message in the Western AI ecosystem. The risk-focused discussions have been disproportionately visible, including pieces of work which I view as very detrimental to potential of engaging across assumed party lines on this issue. There’s also very little substantive engagement trying to understand how Chinese companies assess risk — rather, mostly arguments that border on ad hominem attacks like “Chinese labs don’t care about safety.” Interconnects AI is a reader-supported publication. Consider becoming a subscriber.
This episode is with Jean-Stanislas “JS” Denain of Epoch AI, who leads their Insights Team and is one of the people I find myself debating the state and trajectory of AI with more and more. We’ve had follow-on discussions of many of my favorite recent posts online and/or in private, so I wanted to dig into the nuance in a public episode. A big takeaway of this podcast is how JS and I both have so much uncertainty with exactly where we are heading, and this was our best effort at stating our observations today. Chapters / topics include: * 00:00 Predictions for RSI * 18:15 The role of robotics in an AI acceleration * 24:20 How far behind are Chinese models? * 27:39 Does distillation explain the gap? * 40:58 What Chinese job postings reveal about their labs * 48:13 Are open or closed models safer? * 58:10 How Epoch AI ticks * 1:00:55 What a frontier post-training recipe looks like Enjoy! More from JS: Epoch AI profile and writing, X, LinkedIn Listen on Apple Podcasts, Spotify, and where ever you get your podcasts. For other Interconnects interviews, go here. Transcript 00:00:00 Nathan Lambert: I’m here with JS Denain, who is a senior researcher at Epoch AI. He leads the insights team. He is one of the people who I feel like I get the best feedback on my writing from, whether it’s from US-China AI capabilities, now RSI. And I just wanted to open this discussion and honestly go deeper with him, trying to understand how he thinks about these various things. And I think you have a very useful, moderate point of view, which I feel like you’re probably a step further into what would be called faster scenarios for AI progress. But let’s get into this, and it’s like, what measurements do you think OpenAI and Anthropic are seeing when we get all these proclamations on RSI happening very imminently? 00:00:47 JS Denain: Yeah. I think, so there’s the measurements they’ve published, right? So, OpenAI and Anthropic both had blog posts, I mean, Anthropic two at least, on the effect AI has on accelerating AI progress. I think at least the things they publish, I don’t think are super strong evidence of imminent self-sustaining acceleration AI capabilities, or full automation of the job of AI researcher. But I think the kinds of things we see are, I think probably the most striking thing I saw in the OpenAI blog post was increasing usage of AI systems in model deployment, like the increase in spending on Codex that we saw. And it’s kind of unclear how exactly to interpret this, because maybe it’s a measurement artifact where they’re only looking at Codex, but in fact, there was a bunch of ChatGPT usage before from the researchers. But overall, that plot, for example, just shows a 2X a month increase in Codex spending by researchers, and that does seem to me to be some evidence of they’re getting a lot of value out of this probably. I don’t think this is strong evidence that in six months we have a software intelligence explosion. 00:01:57 Nathan Lambert: Do you think this is the same? So, what is the information they have internally relative to what we have? And this is obviously hypothetical. We don’t have this internal information. Because I get the sense that a lot of people are more scared in their updates from the labs than the information we have. And I try to take this very seriously of, what will they be seeing that is making the acceleration of risk comments go faster, and how much of this is material evidence versus how cultures evolve over time? And I’m much more interested in evidence. 00:02:29 JS Denain: Yeah. So two things. I think, first of all, I guess I don’t think, I don’t know, right? I don’t have full information here. I don’t currently think that either there’s some specific thing that people at OpenAI or Anthropic are seeing right now that we don’t have access to that warrants being way more freaked out about this. I also don’t think that... I think the public evidence we have right now, more general on AI progress and just
I was recently invited to brief a group of Congressional members and staff on the state of open-weight models in the lens of U.S.-China competition. I’m sharing my prepared remarks as a state of the union on open models that is accessible to a broader audience. Interconnects AI is a reader-supported publication. Consider becoming a subscriber.
We’re in an era where a few organizations are using thousands of concurrent agents to improve their processes and output. These organizations happen to be just the frontier AI labs, in particular OpenAI and Anthropic. In the last few weeks, I’ve been pondering what it means for so many employees across these organizations to rapidly update their expectations for the pace of AI progress and associated risks. A core perspective I have is that the frontier labs and broader frenetic, competitive culture in the San Francisco AI scene set up an environment that amplifies any AI concern. This has some benefits in causing more general audience awareness of AI, as fear sells, but exaggerating risk timelines or severity will have negative second-order effects. I remember many loud AI safety debates, and their associated clouds over the viability of open-source AI, in 2023 and 2024 — the primary risks then did not arrive in the forecasted timelines. The general populace of these two key labs was very anxious about AI risks and the rate of progress even a year ago, and especially as agents got stronger product-market fit at the start of 2026. This cultural precondition, when exposed to the reality that thousands of agents will constantly be working fairly productively in your business, will only increase this anxiety. The step from this anxiety, and incidents like OpenAI-HuggingFace, to extinction risks feels very religious. Richard Ngo had an apt summary of the situation: Now a large proportion of the AI safety community is implicitly or explicitly orienting to futures where an intelligence explosion occurs within a few years. My default expectation (absent an extensive pause) is that a similar thing will happen: they’ll turn out to be directionally correct (relative to the expectations of almost anyone not linked to the community) but factually wrong. Specifically, we won’t have superintelligence within the next 8 years, but things will still be moving so fast that it’ll *feel* like the people who argued for short timelines were right. … I wanted to say something now because it feels like the level of bandwagoning towards “singularity soon” is getting pretty wild. Personally, I think this view aligns closely to what I outlined in my alternate scenario to true recursive self-improvement (RSI), which I called lossy self-improvement. A summary of this view is that: * Automatable research is too narrow to achieve a massive net acceleration in progress, in the face of scaling laws’ exponential costs, * Diminishing returns of more AI agents in parallel are real, & * Resource bottlenecks and politics are a major factor in building strong LLMs (and AI can do much less to accelerate this). So, I’m left balancing the above, latent increase in the cultural temperature with the potential that the labs have seen genuinely scary, specific breakthroughs that are not public yet. My expectation is that more of the current AI safety concern is on the former – scaled agents working – but I hold high levels of uncertainty here. Foundational, imagination-based AI breakthroughs are the sort of thing that would make me update my RSI timelines from closer to a tool to sustain progress in the face of exponential costs (scaling laws), to something more unpredictable and/or unstable. Interconnects AI is a reader-supported publication. Consider becoming a subscriber.