Third Party Evaluators, Fed Hikes Rates, Zuck Pushes Back On AI Slowdown | Jeremy Allaire, Tomasz Tunguz, William Layden, Justin Beroz, Eli Wachs, Sean McCarthy, Tom Mueller
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What is the opening introduction and sponsor rundown for this episode?
You're watching TVPN.
Today's Wednesday. What happened there? September 16th, 2026. Here we are for the TVPN Notre Dame. The temple of technology. The fortress of finance. The capital of capital. Let me tell you about ramp.com. Time is money. Save both. Easy to use corporate cards, bill pay, accounting, and a whole lot more all in one place. Is that even going to happen?
I don't
think so. I don't think that's going to happen. We're running into problems. I think he already stripped the gears off that one. That's rough. Well, we have a fantastic show for you today, folks. I made it to San Francisco and back since the last show. This is a new thing. I like this. Being able to get out from the show, go do something in San Francisco, get back. Very excited. Why didn't you want
to stay?
I don't know. I like doing the show. It's pretty simple. Good to be here in the TVP and Ultradome. We have a great show. We have a bunch of great folks coming on the show. What was on my mind last night? I was listening to China Talk. Jordan Schneider was talking about evaluators, third-party evaluators, and I was noticing this discourse around... Like, it feels like we funneled into like very clear camps super, super quickly. And it feels like, I don't know, too calcified for how fast it happened. Like the Dario essay comes out and, you know, he throws out meter, says he's bringing in meter. And the backlash is like immediate. The New York Post is crashing out saying like these are handpicked AI watchdogs.
Martin Casado, Martin Casado over at A16Z, he's pushing for the Department of Energy. He's like full nationalization now. And, you know, both of those have their advantages, disadvantages. They both do good work. They are the extremes. And so I was just I was just sort of wondering a few things like first. It's like, what other regulatory bodies can actually work? How do they work in other industries? It's very interesting because the revolving door is something that's common in financial regulation. You get people that work at banks, and then they go and work at the regulator, and then they go back and forth. I mean, this is the... This is the story of many people in the crypto industry where the regulators who are regulating it, they go back and forth.
Revolving doors exist, but I think the pushback to meter is very much like the door is too revolving or it's too close, I guess. But the more interesting question to me is...
Yeah, the defense of meter is that I don't know... many groups that are qualified at all to even understand what's going on at the frontier, right? And so...
Is that true, though? See, that's the thing I disagree with.
I would say that there's... there are not that many groups that have been this invested in, in understanding frontier model behavior for this long.
How do the hosts discuss the rise of third‑party AI evaluators and the surrounding controversy?
It's
just a small group right now.
That's a separate thing. So I think there's two separate things. There's one, which is like super forecasting, seeing the future, predicting what's going to happen. I think that's important. I think taking that seriously is important, but then there's the other side, which is like doing the work, reading the logs and being like this violated this rule, this hack happened. Here's how it happened. And I think that those are actually two separate, disciplines, two separate jobs, and you can just tell the regulator if it's someone. You don't need to tell, like if you hire someone and they are able to get up to speed on how these systems work and evaluate them and look at logs of different incidents, see what's happening, assess the risk level, assess the liabilities.
You can get those people up to speed and you can just be like, it is your mandate to take this seriously. And the example that I'm pulling from is like, you can be 22 years old, not graduate from college, go into the Navy, enlist in the Navy, not even in the officer training program, and in 18 months you can be responsible for the security of a nuclear power plant on a submarine. You do six months. I actually looked it up. You do six months in nuclear field A school, about six months of nuclear power school, and then six months of hands-on prototype training before arriving in the fleet.
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Chapters
7 chapters
1
What is the opening introduction and sponsor rundown for this episode?
0:00–3:01
2
How do the hosts discuss the rise of third‑party AI evaluators and the surrounding controversy?
3:01–50:31
3
What are the key reactions and implications of the Federal Reserve’s first rate hike in three years?
50:31–1:09:04
4
What are the emerging legal and ethical responsibilities for AI agents within companies?
1:09:04–1:25:34
5
How is the economics of AI inference evolving and what role do data‑center and edge deployments play?
1:25:34–1:45:32
6
How is Footprint using AI to detect and prevent financial crime across billions of transactions?
1:45:32–2:03:53
7
What did Impulse Space announce about its $808 M Series D and how does it fit into the future of orbital compute?
2:03:53–2:20:20
Speakers
7 identifiedMore from TBPN
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