Rob Taves argues that the progress in the raw intelligence and capabilities of underlying foundation models is slowing down, following a natural S-curve after a period of exponential growth.

Rob Taves argues that xAI is a "Me Too" company, as its technology and product approach are not fundamentally different from those of OpenAI and Anthropic.

Rob Taves believes the most likely path to a major leap in AI capabilities is through recursive self-improvement, where AI systems autonomously design better AI systems.

Rob Taves predicts that compelling non-invasive Brain-Computer Interface (BCI) products will begin hitting the consumer market within the next 12 to 24 months.

Major AI labs including OpenAI, Anthropic, and XAI have set aside massive, effectively unlimited budgets to acquire Reinforcement Learning (RL) environments from external startups.

A recent trend in AI involves "effective acquisitions" with unconventional structures, such as those of Inflection and Character AI, designed to avoid M&A and antitrust scrutiny from regulators like t...

Rob Taves asserts that Reinforcement Learning (RL) is highly effective for AI models in domains with verifiable answers like math and coding, but its efficacy in less verifiable domains is uncertain.

Rob Taves predicts that the business of generating Reinforcement Learning (RL) environments will become increasingly automated, questioning the long-term durability of startups focused solely on this ...

Rob Taves predicts that Google's upcoming Gemini 3 model will be state-of-the-art and will surpass the capabilities of GPT-5.