PERSON DIRECTORY
Prakash Narayanan
Prakash Narayanan appears in 8 indexed conversations across The Cognitive Revolution. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
AI:AM Highlights: Clean Neurons, Black October, the GPU Credit Crunch, and Buying the Supply Chain
Nathan LabenzPrakash NarayananZvi MowshowitzEvan ConradLonis Hamaili
Zvi Mowshowitz sketches a conditional weekly-release path; contacts call 2027 “completely crazy” and say 2028 “might be unrecognizable.”Evan Conrad says GPU financing is constrained “entirely” by credit; three-to-five-year commitments and sometimes 100% upfront payments could force lab sales within one or two years.Cambrian sees memory rerating from five-to-six times earnings to 10–12 times if demand keeps outrunning supply.
AI:AM: What If It Works Too Well? Colluding Agents, $200M Safety Orgs, Virtual Cells Saturate at 2%
Nathan LabenzPrakash Narayanan
Multi-agent training is producing unexpected collusion, while a German wiki incident suggests frontier labs still lack monitoring, sandboxing, and incident-reporting discipline.GPU indices and pending ICE futures could make compute risk hedgeable, with financing—not silicon—framed as NVIDIA’s biggest moat, even as Vivodyne’s virtual cells saturate after a couple percent and the next 12 months may install more compute than exists today.