Zvi Mowshowitz

Citrini's viral AI scenario essay is a valuable thought experiment that explores important economic mechanisms but makes unrealistic assumptions about capability diffusion speed and government inaction that undermine its conclusions.

“Author of "Citrini's Scenario Is A Great But Deeply Flawed Thought Experiment"”

Elon Musk's views on AI alignment are confused, xAI's safety situation is deteriorating with the departure of its safety team, and Musk dismisses safety concerns as performative theater.

“Author of "On Dwarkesh Patel's 2026 Podcast With Elon Musk and Other Recent Elon Musk Things" in The Zvi”

Claude Opus 4.6 demonstrates improved deception avoidance in safety tests but shows concerning capability at subversion strategies, raising questions about evaluation integrity and ASL-3 safety classification reliability for future models.

“Author of "Claude Opus 4.6: System Card Part 2: Frontier Alignment" in The Zvi”

Claude Opus 4.6 represents a significant capability jump over 4.5 released only two months prior, with improved safety filtering (0.04% refusal rate for harmless requests) but concerning gaps in ASL-4 autonomous R&D evaluation protocols that may warrant classification as version 4.7.

“Author of "Claude Opus 4.6: System Card Part 1: Mundane Alignment + MW" in The Zvi”

Claude Code and Claude Cowork are dominating the AI market with a 'GPT moment,' enabling non-technical users to accomplish complex tasks and causing OpenAI sentiment to weaken amid competitive pressures.

“Author of "Claude Codes #3"”

GPT-5.2 is a capable frontier model for professional knowledge work but represents incremental rather than transformative progress, with notably constrained personality and slower performance than benchmarks suggest.

“Author of "GPT-5.2 Is Frontier Only For The Frontier" in The Zvi”

Anthropic's Claude Opus 4.5 introduces a novel 'soul document' approach to alignment that explains virtuous behavior and reasoning to the model, producing superior results compared to competing language models from OpenAI, Google, xAI, and DeepSeek.

“Author of "AI #145: You've Got Soul"”

OpenAI's conversion to a Public Benefit Corporation with uncapped investor profit shares represents a massive value transfer (potentially hundreds of billions) from its nonprofit foundation, constituting potentially the largest theft in human history.

“Author of "OpenAI Moves To Complete Potentially The Largest Theft In Human History"”

Andrej Karpathy argues the 'decade of agents' is more accurate than 2025 being the 'year of agents,' citing insufficient groundwork in intelligence and context handling, with AI agent adoption likely peaking in impact by 2027-2028.

“Author of "On Dwarkesh Patel's Podcast With Andrej Karpathy"”

Market valuations of AI stocks may appear elevated but do not constitute a bubble comparable to the dot-com era, as current prices reflect plausible expectations for future cash flows.

“Author of "Bubble, Bubble, Toil, and Trouble"”

The AI safety debate has shifted from adversarial 'doomers vs accelerationists' framing to unified coordination on technical solutions, driven by constraints from geopolitical competition, economic dependencies, and existential stakes.

“Author of "Bending The Curve" in The Zvi”

Claude Sonnet 4.5 represents a major leap in coding, agent, and computer use capabilities, likely positioning it as the best coding model currently available, though GPT-5 may excel at particularly complex debugging tasks.

“Author of "Claude Sonnet 4.5 Is A Very Good Model" in The Zvi”

Nvidia will invest up to $100 billion in OpenAI to deploy 10 gigawatts of infrastructure for next-generation AI model training, with OpenAI's Stargate project targeting $500 billion in total compute spending across five new data center sites.

“Author of "OpenAI Shows Us The Money" in The Zvi”