Razib Khan's Unsupervised Learning

Today Razib talks to Kyle Orton. Orton is a freelance researcher, writer, and editor specializing in security and foreign policy, with a particular focus on the Middle East, the Syrian war, regional geopolitics, and terrorist movements including the Islamic State (ISIS), Iran's Islamic Revolutionary Guards Corps (IRGC), and the Kurdistan Workers' Party (PKK). His work also ranges widely across history, including early Christianity, Islam and its relationship with the West, intelligence and espionage, the Reformation, the English Civil War, Tsarist Russia and the Soviet Union, the First World War, Communism and the Cold War, and pre-Revolutionary Iran. Orton writes the newsletter It Can Always Get Worse, where he covers contemporary security issues alongside history, religion, intelligence, books, and occasional film reviews. His writing has appeared in publications including The New York Times, The Wall Street Journal, UnHerd, Newsweek, The Independent, The New Arab, and International Business Times.
Orton and Razib's conversation begins with his post, The Sojourn of Arculf: An Eyewitness to "Early Islamic" Jerusalem - A Frankish bishop sheds some light on a historical dark age. Their discussion continues with probing the possibility that Islam as we know it truly did not exist any recognizable form before the 690s AD, and that the early "Saracens" as their Christian enemies referred to them were in fact a schismatic group of monotheists whose beliefs were adjacent to that of the Jews. Orton also discusses the role of Muhammad, or rather, the lack of the role of Muhammad, in the early years of the Islamic Caliphate. They also explore the possibility that later commentators largely attributed the negative reputation of Islam's first dynastic Caliphate, the Umayyads, to the reality that they would not recognize them as Muslims. Finally, Orton talks about the reality that some of the layers of text within the Koran seem far older than the time of Muhammad, perhaps by a century or so.

Nikolai Yakovenko is back on the podcast because of the Hugging Face hack. Yakovenko is a former professional poker player, and was a research scientist at Google, Twitter and Nvidia. With a decade in computer science, Yakovenko has been at the forefront of the large-language-model revolution that has driven to prominence companies like OpenAI, Anthropic, and DeepMind, and an ecosystem that has birthed hundreds of smaller startups. He is also the founder of DeepNewz, an AI-driven news startup. His latest startup is HuggingNews.
Razib and Yakovenko talk about the implications of OpenAI's inadvertent hack of Hugging Face, and whether he has been too sanguine about the possibility of AI-apocalypse. Though Yakovenko hasn't gone full doomer, he admits that this sort of behavior by AI agents is alarming. That being said, he cautions we need to keep perspective. They also discuss predictions of the coming obsolescence of software engineers…Yakovenko notes that in some ways Dario Amodei was correct to predict the end of software engineering as a profession: very few write code unaided by LLMs today. In a few years, many professions, especially in tech, have transformed, but warnings of mass unemployment have not materialized.

Today, Razib talks to Collin Hogue-Spears, a cybersecurity and artificial intelligence governance expert with more than 20 years of experience in technology, product management, federal compliance and software security. Hogue-Spears is an independent researcher and the author of From Lab to Life: How AI Works in China. His analysis has appeared in publications including The Wall Street Journal and Politico.
Razib and Hogue-Spears first talk abut China's rapid AI development, driven by provincial initiatives and significant investments in infrastructure. Hogue-Spears emphasizes China's focus on practical AI applications, contrasting it with the U.S.'s emphasis on AGI. He predicts China's dominance in AI, particularly in embodied AI, and warns of the potential global impact if China surpasses the U.S. in AI development. The conversation highlights the striking differences between the U.S. and Chinese technological ecosystems.

On this episode, Razib talks to Daniel Di Martino, a Venezuelan-born economist, speaker, and fellow at the Manhattan Institute, where his research centers on immigration policy, including selection, assimilation, and high-skilled migration. Born in 1999 and raised in Venezuela, he witnessed firsthand the impacts of socialism, including hyperinflation and shortages, which prompted him to immigrate to the United States in 2016. He earned a BA in Quantitative Economics from Indiana University and a PhD in Economics from Columbia University. He writes for publications such as City Journal, and USA Today, and serves on the board of advisors for Young America's Foundation while sitting on New Jersey's advisory committee to the U.S. Commission on Civil Rights.
First, they talk about the economic and social impact of socialism in Venezuela under Hugo Chavez and Nicolas Maduro. Di Martino describes the country's decline, including hyperinflation, shortages, and corruption, leading to a significant emigration of 30% of the population. Di Martino also discusses the potential for Venezuela's freedom under the Trump administration and his ongoing work on immigration and economic policy. He advocates for a selective, high-skilled immigration policy in the U.S., emphasizing its economic benefits and the need for a moral approach to enforcement. They discuss Di Martino's report, The Fiscal Impact of Immigration, and how Indians in America fit into that picture more precisely.