SIGNAL//SYNTH
Ai

AI:AM: A Level We Shouldn't Pass? Notes from The Curve + Tokens vs. Salaries & Is SaaS Cooked?

aired Oct 08, 2026 · 86.0m
Signal
83.7/ 100
High signal
confidence 0.99
Orig51.8
Actn100.0
Dens100.0
Dpth100.0
Clty76.7
Summary

This week, my notes from The Curve, the conference where Frontier Lab insiders and their critics share a room, plus the memory wall, and what agents are doing to software. There likely is, let's say, a level of intelligence that we just shouldn't go past.

Why listen

It goes beyond the title with direct discussion of like, it's, think, including: This is AI in the AM.

Key takeaways
  1. 01This week, my notes from The Curve, the conference where Frontier Lab insiders and their critics share a room, plus the memory wall, and what agents are doing to software
  2. 02Would you be prepared to sign on to something like a limit on the number of flops that go into the next pre-training run?
  3. 03Thomas Somers, co-founder of Positron, which builds AI inference chips around memory
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