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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 · 207 min

Zvi's Mic Works! Recursive Self-Improvement, Live Player Analysis, Anthropic vs DoW + More!

Zvi MowshowitzNathan Labenz

Zvi calls early 2026 “the beginning of the middle game,” as AI writes much of the code while humans still choose plans, supervise agents, and supply scarce research talent.He estimates AI adds roughly 0.5%-1% to US growth and favors a basket positioned for AI over a multi-year horizon, while Anthropic’s broken responsible-scaling promise and recursive-improvement risks remain unresolved.