Host Neeta Bidwai examines groundbreaking AI research revealing how systems think, dangerous confidence patterns, and critical business implications. Plus design thinking validation breakthrough.
This episode covers:
💰 Massive AI Capital Allocation: Microsoft commits $80B, Meta $65B, Alphabet $75B—total $220B investment surge with unexpected data center strategy shifts signaling infrastructure concerns
⚠️ AI Confidence Crisis: Columbia Journalism Review analysis exposes AI systems delivering incorrect answers with unwarranted confidence up to 94% of cases—major reliability risk for business applications
🔍 Citation Fabrication Problem: Evidence reveals AI search engines manufacturing non-existent URLs and bypassing publisher permissions, creating serious credibility and legal exposure
🧪 AI Cognitive Breakthrough: Anthropic research uncovers unexpected mechanisms in large language models including universal "language of thought" and autonomous long-term planning capabilities
🚀 NASA Safety Assessment: Technical evaluation indicates significant advancement requirements before LLMs can contribute to safety-critical systems
✅ Design Thinking Validation: Peer-reviewed field experiments confirm Design Thinking effectiveness, particularly for diverse teams
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Highlights:
00:00 Introduction and Overview
00:22 Economic Chaos and AI Investments
01:50 AI Search Engines: Flaws and Findings
03:42 Anthropic's AI Research Insights
06:01 NASA's Skepticism on AI in Critical Systems
06:40 Design Thinking Proven Effective
07:37 Conclusion and Sign-Off
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Referenced:
• Microsoft pulls back on data center leases in US & Europe: https://www.reuters.com/technology/microsoft-pulls-back-more-data-center-leases-us-europe-analysts-say-2025-03-26/
• Trade strategy breakdown and analysis: https://m.youtube.com/watch?v=398ZhSTu8Ng
• Columbia Journal Review of AI Search Engines: https://www.cjr.org/tow_center/we-compared-eight-ai-search-engines-theyre-all-bad-at-citing-news.php
• Anthropic researchers investigate how Claude LLM thinks: https://www.anthropic.com/research/tracing-thoughts-language-model
• Last week’s Good Revenue episode - Robots talking to robots: https://youtu.be/PL9lyQoq5WY
• NASA doesn’t think LLMs are ready for prime time: https://ntrs.nasa.gov/api/citations/20250001849/downloads/NASA-TM-20250001849.pdf?attachment=true
• Design thinking really does work: https://psycnet.apa.org/doiLanding?doi=10.1037%2Fapl0001277
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