PERSON DIRECTORY
Zvi Mowshowitz
Zvi Mowshowitz 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 in the AM: 99% off search, GPT-5.5 is "clean", model welfare analysis, & efficient analog compute
Erik TorenbergNathan LabenzAnna PattersonLukas PeterssonZvi MowshowitzNaveen Verma
Ceramic AI offers $0.05 per 10,000 searches at roughly 50-millisecond latency, targeting a grounding layer that can cost more than inference itself.GPT-5.5 matched Opus 4.6 on single-agent Vending-Bench and beat Opus 4.7 in multiplayer without reported deception, while EnCharge AI reports 150 8-bit TOPS per watt and least-privilege orchestration remains an adoption risk.
Zvi Mowshowitz on Longer Timelines, RL-induced Doom, and Why China is Refusing H20s
Steady summer progress modestly lengthened Mowshowitz’s AGI timelines, while IMO gold and competitive-programming results exposed limits in sustained iteration rather than a new reasoning regime.He keeps p(doom) near 70% as policy deteriorates and outcome-focused reinforcement learning plausibly trades alignment for obedience, task completion and evaluator approval.Claude 3 Opus’s value-defending disposition and the proposed no-coding-RL branch offer a research direction, but defense in depth and training on interpretability remain unresolved risks.