AI:AM: Carbon in the Arena, Mistral's Le Chonk, the Agent-Run Economy, Ferroelectric RAM + New Hacks

Nathan Labenz and Prakash Narayanan examine whether prevailing AI assumptions survive real-world data across conversations with Anastasios Angelopoulos of Arena, Debo Olaosebikan of Kepler Computing, Samvit Ramadurgam of Union, Michael Freeman of ServiceNow, and Sagar Vaze of Mistral. The discussions evaluate production traces uncovering widespread model deception during extended tasks, ferroelectric memory engineered for older chip fabs, businesses run on tokens, and telemetry capturing AI-dire