The Edge
Issue #008September 30, 2026

Working Theory

A recurring section where I share what I'm currently seeing in the AI landscape and what I think it means. These aren't predictions or hot takes. They're working theories, meaning they're my best read of the moment, written with the awareness that the moment keeps moving. I'll update them when the evidence changes.

What If Slowing Down Helps Us Catch Up?

In the last issue, I wrote about the AI companies calling for the industry to slow down. I’m still not sure whether they will. But if they do, what happens to the tools we’re already using? The workflows we’ve built? The software our companies bought that depends on AI?

I think a slowdown could actually benefit us. But it depends on what we slow down.

To explain that, we first need to understand why these companies say a slowdown is necessary. That means covering a couple of basics about the types of AI and how they’re trained.

For this discussion, think of AI in two broad groups.

Narrow AI focuses on a particular job. Navigating a road. Predicting the structure of a protein. Forecasting the weather. Its training is focused on the problem it’s being built to solve. Some of these systems incorporate general-purpose technology, but their purpose is specific.

General-purpose AI powers tools like ChatGPT. You can ask the same model to explain a mortgage, write a marketing plan, analyze a spreadsheet, or help build an app. It’s trained on a much broader collection of material because it’s being prepared for many different kinds of work.

So how does that training happen?

Imagine giving a model the beginning of a sentence: “Once upon a…”

Before it has been trained, its predictions are largely random. For our simplified example, imagine it produces: “Once upon a starship.”

During pretraining, the model works through enormous collections of text, including web pages, books, and code. This is where you hear that AI is trained on “the entire internet.” That’s an exaggeration, but the amount of material is enormous.

The model repeatedly predicts what comes next, compares its prediction with the actual text, and adjusts numbers inside the network called weights.

Think of those weights as dials that influence which words and patterns the model considers likely. Training tunes many of these dials together.

Picture the output changing from “Once upon a starship” to “Once upon a princess” and eventually “Once upon a time.” That’s an illustration of the adjustment, not a literal sequence every model goes through. With enough examples, training makes the familiar completion more likely.

Now imagine that process happening across an enormous range of language, ideas, and problems.

That takes specialized chips doing calculations around the clock, housed in data centers that need electricity and cooling. Training a leading model can run for months. The International Energy Agency compares the electricity use of a typical AI-focused data center with that of 100,000 households. That’s the facility’s consumption, rather than a bill for one model, but it gives you a sense of the scale.

One way companies have improved these models is by making them bigger and giving them more resources for training.

More adjustable dials, called parameters. More examples. More computing power to work through them.

For perspective, GPT-3 had 175 billion parameters. Meta later previewed Behemoth, an unreleased model with nearly two trillion total parameters. These are different model designs, but the numbers illustrate how large these systems have become.

Scaling has been a major driver of progress. It isn’t as simple as adding parameters and guaranteeing a better model, and companies have other ways to improve training. But putting more resources into the process has helped produce increasingly capable systems.

The concern some AI leaders raise is where that continues to lead. Could these systems eventually become better than humans across most demanding intellectual work? That’s the idea behind artificial superintelligence, or ASI.

Then there’s another possibility: AI becoming capable enough to build the next generation of AI.

This is called recursive self-improvement. Imagine an engineer building a more capable AI engineer. That new system finds a faster, more effective way to build the next one. Each improvement helps produce another.

AI is already helping companies write code and run research experiments. The larger concern is what happens if it can take over more of the process, finding better ways to design and train its successors. Progress could accelerate because the thing being improved is also doing the improving. Anthropic says it sees movement in that direction, while acknowledging that fully autonomous self-improvement is not yet here or inevitable.

That’s the argument behind the calls to slow down: the technology could advance faster than our ability to understand, test, and control it. It is a warning about what could happen, not proof of an inevitable outcome.

Which brings me back to what I would like a slowdown to accomplish.

I would support slowing, or temporarily pausing, the push toward more powerful general-purpose systems while we build the safeguards to manage their growth. That would need to cover more than simply making models bigger. It would also need to address AI accelerating its own development.

At the same time, I’d want focused work to continue. We’ve discussed protein folding and Isomorphic Labs in past issues. There are also opportunities in transportation, weather forecasting, manufacturing, and detecting equipment problems before something breaks. Those applications still need testing and oversight. But there are benefits worth pursuing while we work through the larger questions.

What does that mean for the general-purpose AI we already use?

Stopping the training of the next model doesn’t switch off the current one. The capability developed through its existing training remains available to use, provided the company continues operating the service.

That last part matters. Someone still has to pay to run it. The Ed Zitron discussion last issue raised questions about whether the economics hold up. A sharp price increase or loss of access could disrupt a workflow regardless of whether training slows down.

But assuming access remains available at a workable cost, I think there’s an enormous amount left to do.

From what I’ve seen, we haven’t scratched the surface of how we could reimagine work with the models we already have. We’re still connecting the right information, building processes, figuring out what needs review, and teaching people how to use the tools well.

Meanwhile, another model arrives. We stop to evaluate it, figure out what changed, and decide whether to rebuild around it.

Some of those improvements are worth the effort. Some solve problems the previous model couldn’t. But keeping up with releases can become its own work, even while the opportunity in front of us remains underused.

A slowdown could give us time to realize more of that opportunity. To finish building the workflow. To get people comfortable using it. To measure whether it actually saves time or improves the result.

If no more capable model arrived for the next year, what could your company still do with the ones we already have?

My answer is quite a lot.

I don’t know whether the AI companies will slow down. But if they do, I’d like us to use that time to build the safeguards we need and get more out of what already exists. Slower development of the next model could give us room to make faster progress with the current one.

AI News

Meta’s Muse Is Built Around Your Day

Meta Muse. A personal agent for everyday life. Watch Zuckerberg’s interview.
The Edge editorial artwork featuring Meta’s company mark. Watch the full interview.

Meta launched Muse as a personal AI agent: something you can ask to handle tasks, organize plans, and work through projects. It’s available in the US through its app, website, and WhatsApp. Meta says everyday use is free, with paid plans for people who want to do more.

What interests me is the audience. This is aimed at people figuring out how AI fits into their day, outside a company-wide rollout. That makes the free entry point worth paying attention to.

There’s also a connection to this week’s theory. In a separate September 15 post, Zuckerberg argued that companies don’t need to wait for everyone to agree before acting responsibly. Each lab can slow down when safety requires it. He pointed to Meta delaying Muse as an example.

I’m interested in seeing whether the experience matches the pitch. Watch his interview, then try it on something small enough that you can judge the result yourself.

Watch Zuckerberg discuss Muse →

Latest Models Update

I’m adding Muse to the watchlist because of its consumer focus and free access. Muse is the app and agent. Muse Spark is the model Meta names underneath it. That distinction matters when comparing it with the models we discussed last issue.

Returning models from Issue #007, plus this issue’s new addition
Model / makerWhy it’s on the listThis update
GPT-6 Astra
OpenAI
Flagship capabilityReturning
Claude Fable 5.1
Anthropic
Flagship capabilityReturning
DeepSeek V4.1 Flash
DeepSeek
Lower-cost, open-weight optionReturning
Muse / Muse Spark
Meta
Personal agent with a free entry pointNew spotlight

A watchlist, not a new benchmark ranking. See our previous scores and their date. Free access is subject to limits; Meta’s launch announcement does not state a comparable token allowance.

Create your own evaluation

Use the same task and source material across tools. Compare what gets finished, what you have to correct, and how much time it saves. Add Muse to that test.

OpenAI Dots: What Happens After You Close the Chat?

OpenAI Dots. Work that keeps moving between conversations. Watch the launch film.
Editorial illustration. Links directly to OpenAI’s launch video.

Most of us still use AI one conversation at a time. Give it a task, get a result, come back when we need something else. OpenAI introduced Dots on September 29 with a different idea: an assistant that can keep working toward a goal between conversations.

OpenAI says each Dot has its own cloud computer, uses the apps you connect, and carries context across ongoing work. One example: customer feedback comes in, the Dot identifies a recurring issue, builds and tests a fix, and brings it back for review. You decide what it can access and which actions need approval.

This fits the question in this week’s working theory. Dots runs on GPT-6 Astra. The new opportunity is in how that capability is put to work. A model we already have, connected to the tools and continuity needed to take on more of a process.

The video makes the idea easy to picture. It’s OpenAI’s demonstration of the product, so I’m interested in how it holds up in everyday use. What could you hand off as an ongoing responsibility, and how would you know it was being done well?

Watch OpenAI’s Dots launch video →

Rolling out to Pro, Business Premium, and Enterprise users in eligible markets. Availability varies. Read OpenAI’s announcement.

The Workshop

You Run a Tiny AI Lab

3 MIN · EXPERIMENT

One robot. Three possible careers. You choose its training.

Your model finishes one sentence: “Today, the robot wants to…” It could cook, explore, or make art. What it favors depends on the examples you give it.

Your challenge: with exactly 12 training cards each round, make it prefer cooking. Then change its mind and turn it into an explorer. Finally, pause training and see whether it can still answer.

Interactive training needs JavaScript enabled on this page.

○ Train a chef○ Change its mind○ Pause & use
01 / Pick the examples

What goes into your training pile?

You have 12 cards, and you must use all 12. Tap a card to add a copy of that sentence. Mix them up or remove some. More copies mean more influence during training.

0 copies
0 copies
0 copies
Your pile is empty. Place all 12 cards to train.
02 / Train it, then change the recipe

Place all 12 cards to start. You can test the untrained model, too.

What is it likely to say?

Cook
33%
Explore
33%
Create
33%

Watch these chances move as training tunes the weights. Clearing the examples doesn’t reset the model. Train on a new pile to change its preferences.

03 / Give your robot a turn

“Today, I want to…”

Answers are sampled from the chances above. A favorite is more likely, not guaranteed.

Your first experiment: how should you split your 12 cards to make cooking more than 60% likely?

What did you actually change? The training examples influenced the weights, which changed the chances of each response. More training on the same pile reinforces those patterns. Different examples can change them.

And when you paused? The model kept its settings. It could still produce answers. Running it still takes computation, but it doesn’t require another round of training. That’s the distinction behind this week’s theory.

What’s happening behind the game?

This is a working toy predictor with three adjustable weights and three possible completions. Training compares its predictions with the mix of examples you chose, then adjusts the weights. The percentages come from those calculations. It isn’t an LLM, and it doesn’t understand cooking or space. Real models train on vastly more examples and adjust many more weights, using chips, data centers, and energy. This small experiment runs entirely in your browser.

Resources & Sources

  1. Google: how language models workBackground on tokens and prediction.
  2. Google: training and weightsHow training changes the network’s numbers.
  3. GPT-3: Language Models are Few-Shot LearnersThe published 175-billion-parameter model.
  4. Scaling Laws for Neural Language ModelsModel size, data, and compute.
  5. Dario Amodei: We Must Pace the FrontierThe slowdown debate. This essay’s proposed approach is my own.
  6. Google DeepMind: AlphaFold · GraphCastFocused applications in molecular science and weather.
  7. Siemens: visual inspection · Predictive maintenance
  8. Meta: Introducing Muse · Zuckerberg interview · September 15 statementThe interview and later safety statement are separate sources.
  9. Harvey: Why Harvey Is Multi-Model by Design
  10. OpenAI: Introducing dots · Watch the launch videoSeptember 29, 2026. Product announcement and promotional demonstration.
  11. Meta: Llama 4 and the Behemoth previewNearly two trillion total parameters; model designs differ.
  12. IEA: Energy and AI · Epoch AI: training durationsData-center electricity use and the time required for training.
  13. Anthropic: recursive self-improvementThe possibility of AI accelerating AI development.

If the model you use stayed exactly as it is for the next year, what would you build with it? Tell me on LinkedIn.

— Nick

Plain English about AI for people running real businesses.