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The Cognitive Revolution

Detailed conversations with AI researchers and builders about frontier models, agents, safety, policy, and the path toward advanced intelligence.

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The Cognitive RevolutionEN · 131 min

The Internet Computer: Caffeine.ai CEO Dominic Williams on Unstoppable, Self-Writing Software

Nathan LabenzDominic Williams

Caffeine’s self-writing cloud targets a roughly $1 trillion 2025 cloud market by letting users generate and continuously modify production applications, while Internet Computer provides replicated execution, orthogonal persistence, and migration checks.The 2026 cloud-engines expansion could bring ICP’s serverless and tamperproof guarantees onto AWS and other providers, but AI-written logic, model collusion, and Network Nervous System governance remain material risks to monitor.

The Cognitive RevolutionEN · 93 min

User-Owned AI: On-Chain Training, Inference, and Agents, with NEAR's Illia Polosukhin

Illia PolosukhinErik TorenbergNathan Labenz

NEAR’s user-owned AI thesis combines private, verifiable inference with decentralized compensation for GPUs, model weights, and proprietary data, with confidential computing offering 1% to 5% measured overhead.The network could turn benchmarks, fine-tuning, and even frontier models into inspectable, tokenized ventures, while unstoppable agents create unresolved risks around security, legal enforcement, human governance, and irreversible actions.