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Martin Casado on why the labs missed Jev: they're building beings that speak, and software needed a model that chooses. "LLMs were text in, text out. They generate text, and they came from chat... We've spent the last few years trying to take this thing that spits out text and cram it into a traditional program... It's just been super janky." "Jev basically said, 'Generating text as output is very expensive, but it's also more complicated than you need... If you give us a set of options,…
Box CEO Aaron Levie, Steven Sinofsky, and Martin Casado join Erik Torenberg to discuss "We Must Pace the Frontier," the upcoming AI election in 2028, and Jev: They argue that most of today's AI regulation debate is happening before anyone has defined the risks being regulated. Every prior wave, from computer viruses to aviation, built its safety standards after learning how the technology actually failed. Then it gets concrete. Agents don't get tired, run at enormous scale, and probe systems in ways employees never could, which may mean rethinking permissions, authentication, and the security stack itself. They close on why AI innovation may increasingly happen outside the frontier labs, in the software built around the models. 00:50 "We Must Pace the Frontier" 03:50 Do the labs believe their own x-risk talk? 06:49 If it's existential, nationalize it 11:32 "You're asking us to regulate you?" 12:08 2028 as the AI election 18:50 Tech never learned to navigate regulation 25:50 The law that came from one 1983 hack 28:39 Noam Brown's heat exfiltration idea 32:30 Cold War covert channel stories 34:35 Agent swarms look like a DoS attack 41:25 Sinofsky's fear: GDPR for AI 46:20 No jets if the FAA started in 1910 48:38 Jev: decision engines vs. chatbots 53:01 Labs build beings, software needs tools YouTube: https://youtu.be/TLJNJDf2XGo @levie @stevesi @martin_casado @eriktorenberg