Late Lessons, Jensen Huang and AI

B21 perspective notes: 2025-01-14 to 2025-02-25 (14 posts)#

These notes read the batch for how Maynard thinks, not for the concepts he names. All fourteen posts were read in full. The six Modem Futura posts (2025-01-14, 01-21, 01-28, 02-11, 02-18, 02-25) were read for his own framing lines only; the audio was not heard. Quotes are exact, including his typos. FFTF page numbers are the PDF page markers in working/maynard/book/, which match the printed pages.

Evidence rules applied

Context. Six weeks at the start of 2025: the $500B Stargate announcement, the rescinding of Biden’s AI Executive Order, DeepSeek R1, the International AI Safety Report and the Vatican’s Antiqua et Nova in the same week, OpenAI’s Deep Research, the Arc Institute’s Evo 2 genome model, and the 50th anniversary of Asilomar. He is teaching “Pizza and a Slice of Future” at ASU and recording Modem Futura weekly; the 2025-02-25 episode is the 20th. He is paying for OpenAI’s o1 pro tier and using it hard. The batch catches him at the most hands-on, experimental point of his AI writing so far. Over three weeks he builds with AI (the games), commissions work from it (a framing paper, a dissertation), co-writes with it (the artisanal intellectual article) and hands it his byline (the Vatican/safety-report piece). Each post tests a different relationship between a person and the machine, and each stakes something of his own.


1. How he thinks here#

He finds out by building, and he escalates the test#

Almost every substantial post in the batch is an experiment he designed, ran and reported.

Failure is reported in the same voice as success. The original game “failed miserably”; the dissertation attempts were a “train wreck”; the day after his Deep Research post he added that some runs were “just mediocre — and with plenty of false references” (2025-02-04 update).

He tests the machine on his own ground#

He does not test AI on benchmark tasks. He tests it on the things he knows best, so that he can judge the output.

He is candid when he may have contaminated his own test: “I may have hinted at my own ideas too much in the prompt (you can check this by comparing the conversation with Deep Research and the subsequent paper below).” He names the flaw and gives readers the means to check it.

Serendipity sets the agenda, and he says so#

His own statement of method: playful, speculative, grounded#

A footnote to a podcast note (2025-01-21 is-this-the-year-of-agentic-ai) describes where his ideas come from:

“the best conversations are those that are playful and speculative, while being grounded in a solid and serious foundation of understanding.”

He came away with “my brain sparkling with new ideas and insights”, and says the podcast lets “others get to listen in” to that kind of academic conversation: “there’s something special to me in this.” This is the closest thing in the batch to a statement of method, and the Evo 2 post follows it exactly.

“Imagine…”, then a plausibility check#

2025-02-23 evo-2-dna-ai. Five paragraphs in a row begin “Imagine”: precision gene editing, new molecular machines, bio–machine interfaces, DNA as a functional material, and hybrid systems designed by coding DNA and atoms together. Then he steps back: “Admittedly this is all beginning to feel a little sci-fi”. Then the test: “Speculative as this is, it’s not beyond plausibility”. The justification is an observed rate of change: just over two years from early ChatGPT to systems that “simulate reasoning, carry out complex research, and accelerate discovery”. The speculation is labelled as speculation, and its warrant is stated.

Analogy by structure, with the break point marked#

He reframes by changing who, or what, the question is about#

He holds tensions open#

Generativity is the test he applies#

“Generative” is his most frequent evaluative word in this batch. Accuracy matters to him (section 2), but the higher bar is whether something produces new thinking.


2. What matters to him#

Joy, delight and the amateur’s pleasure#

Opening capability to anyone#

The person in the work#

Being able to check claims#

Breadth across disciplines#

Human flourishing and what it means to be human#

His students#

He apologises to his current student “for throwing this potential wrench in their well-laid plans” (2025-02-09, fn 1). He expects his graduated students to read the formatting ordeal “probably with a touch of schadenfreude”. He credits Jacob’s song as “totally unprompted!” (2025-02-02).

What frustrates him#

What delights him#

The Windmill game; Deep Research’s progress report (“I was loving this”); the tool finding and citing his day-old podcast “with no prompting” (2025-02-16); a student’s song; a misread book title; and a long-held curiosity: “I’ve long been intrigued with the parallels between coding using DNA and coding using digital ones and zeroes” (2025-02-23, fn 1).


3. Risk as a way of thinking#

The batch has no explicit “risk innovation” vocabulary. His risk thinking shows in five places, and in each it widens what counts as a risk rather than supplying a procedure.

Novel risks and the limits of mainstream expert judgement#

2025-01-19 wef-global-risks-2025 is the batch’s clearest argument that new kinds of risk need a different way of seeing.

The same idea appears three weeks later in his dissertation sub-question: “What can be learned from thinking at the edge of the distribution rather than in the mainstream” (2025-02-09). A podcast label asks the underlying question directly: “When does tech history stop repeating itself?” (2025-02-18).

This is quantitative risk literacy used to question the method, not to reject it. He shows why an averaging method, however sensible, will lag behind a technology that does not fit earlier patterns.

His prompts to Deep Research (2025-02-04) are the fullest statement in the batch of how he frames his own field.

This last instruction is the clearest evidence in the batch that his concepts are meant as mental models, not operating procedures. In a poorly understood domain he rules out recommendations as overreach, and asks instead for pathways and their consequences. Exploring possible routes rather than prescribing one is what navigating, as opposed to managing, means in practice. It fits FFTF’s pairing of humility with plausibility: “humility alone isn’t enough. There also has to be some measure of plausibility around how we think about the future risks and benefits of new technologies” (FFTF p.168).

Beyond the known hazard#

2025-02-23 evo-2-dna-ai shows managing and navigating side by side.

Threat to value: the scholarship experiments#

The Deep Research posts are a threat-to-value analysis in everything but name. What he sees at risk is not a hazard but where the value of human intellectual work lies.

Hidden and unpredictable risk#

How these ideas function#

They widen what is seen: from the pathogen to the whole domain of unexpected consequences, from a ranked list to “a deeply complex and interconnected risk landscape” (2025-01-19), and from AI harms to the value of human intellectual work. He respects operational tools where they exist (Evo 2’s data exclusion and red-teaming) but treats them as insufficient for a technology of a new kind. He also refuses to turn the frames into prescriptions before the understanding is there (“No recommendations at this point”).

Balance note. In the three scholarship posts his attention to risk is light compared with his enthusiasm. Verification is the main hazard he names, and the “disconcerting” line flags unease without developing it. The Evo 2 post carries most of the batch’s explicit risk reasoning.


4. Scholarship and public writing#

The Substack as an open lab notebook#

He publishes the whole apparatus.

Transparency serves two purposes. It lets readers test his judgements, and it makes the process itself the contribution. The games post does the same by releasing playable, view-source code.

Public writing incubates scholarship#

Translating, then taking his own step#

2025-02-23 explains base pairs, context windows, genome scale and phenotypes in plain terms before making his own argument (beyond pathogens, Asilomar, transition expertise). 2025-01-19 gives the numbers first and his interpretation second.

How he treats evidence and expertise#

Transdisciplinarity as the default#

Register: his own description#

In prompts meant to reproduce his work, he describes his register twice.

The posts match. He explains HTML, CSS and JavaScript in a parenthesis, apologises for a pun (“get under the hood (sorry!)”), jokes that Deep Research is Douglas Adams’s Deep Thought, reports that “My wife thinks that I overworked it!”, and confesses to using “the ASU Dissertation Wizard” and then escaping “the dissertation formatting police”.


5. His role as he sees it#

His own account#

Written for ChatGPT to imitate, so it is a statement of intent (2025-01-30):

“I strongly aim for my writing to be inclusive and to invite thinking and discussion while offering new insights – I do not write pieces that are polarizing, that are preachy, that push an ideology or an agenda, but rather these are articles that encourage people to join me in thinking deeply about technology, society and the future. That said, I do place human wellbeing and flourishing at the heart of my work.”

It names his refusals (polarising, preaching, pushing an agenda), his posture (“join me”), and his one declared commitment (flourishing). The batch largely bears it out.

A fellow experimenter, not an oracle#

With sceptics#

“Of course, there will be skeptics”. He asks them to read the dissertation “with an open mind”, and allows that “You may still conclude that there’s nothing to be seen here. But you may also be surprised — and jolted into thinking differently” (2025-02-09). This is an invitation, not an insistence. With the WEF critics, he first states their reading (“saner minds”) and only then disagrees.

An insider who puts his own profession in question#

He applies his questions about disruption to his own work first.

Industry#

He is a paying, hands-on user who reports strengths and flaws plainly, and compares OpenAI with DeepSeek on the same task. He credits the Evo 2 researchers by name for their precautions while criticising the wider culture of speed. He records the policy moment (Stargate, the rescinded Executive Order) without taking a partisan line.

What he refuses to do#

Changes of mind, made visible#

Tensions a careful reader might note#


6. What is distinctive#

  1. Self-disrupting experiments, published with their apparatus. Most AI commentary either cites benchmarks or offers opinion. He tests reasoning models against his own expertise and his own profession (his field, his concept, the PhD, his byline), publishes the prompts, drafts, differences and failures, and invites readers to check him. The experiment is the argument (2025-02-04, 02-09, 02-16, 01-30).
  2. Joy, discovery and amateur creativity as criteria for judging AI. While the debate was measuring AI by productivity or harm, he wrote joy into a design brief, built a game of “discovery and serendipity”, and said of professional standards “I don’t care”. Podcast labels on playgrounds versus playpens, and amateurs versus professionals, point the same way (2025-01-26, 02-02, 02-18, 02-25).
  3. Asking where value lies, not whether AI is good enough. The artisanal intellectual turns “can AI do scholarship?” into “is the value of scholarship in the product, the process or the provenance?” In effect this is a threat-to-value analysis of intellectual work, and it leaves several futures open (2025-02-04, 02-09, 02-16).
  4. A method-level critique of how expert consensus handles novel risk. Regression to the mean in expert surveys protects against speculation but “devalue[s] risks that are poorly understood by a broad base of mainstream experts”. He makes this point as a long-time contributor to the WEF survey, and it pairs with his interest in “thinking at the edge of the distribution” (2025-01-19, 02-09).
  5. Past the obvious hazard. On Evo 2 he credits pathogen exclusion and red-teaming, then argues that the real domain of unexpected consequences is far wider and calls for people who can navigate transitions, not just more controls. He reads Asilomar’s 50th anniversary as a precedent on a smaller scale (2025-02-23).
  6. Humility built into the method, even when delegating. He tells a research agent to be humble, to treat bold ideas as possibly “wrong”, and to make no recommendations because the understanding is not there yet. It is a rare instance of guarding against false precision written into the instructions for producing knowledge (2025-02-04).
  7. Reading across ways of knowing. He paired a theological document with a scientific safety report specifically for the insight their combination might yield (2025-01-30 postscript), and his own framing of transitions reaches down to “what it means to be human”.

7. Posts in this batch that best reveal how he thinks#

  1. 2025-02-04 openai-deep-research-ai-scholarship. His prompts are the fullest account in the batch of how he frames navigating advanced technology transitions: new thinking tested against history, a landscape of possibilities opening and closing, value down to “what it means to be human”, humility and no recommendations. The post shows him testing the tool on his own field and then reframing from product to process.
  2. 2025-01-26 i-asked-chatgpt-to-create-three-video-games. Play and joy as criteria, experiment design, the move to novices, open sharing, nostalgia, and a stated change of view about what generative AI is.
  3. 2025-02-23 evo-2-dna-ai. Analogy by structure with its limit marked, “imagine” followed by a plausibility test, managing versus navigating, Asilomar as precedent, and criticism of permissionless culture.
  4. 2025-01-19 wef-global-risks-2025. Quantitative literacy used to question an averaging method, novel risks lost in the mainstream, and a fair hearing for the view he disagrees with.
  5. 2025-02-09 can-ai-write-your-phd-dissertation, with 2025-02-16 the-artisanal-intellectual-in-the-age-of-ai (intro and Notes only). Serendipity (the shower, the throwaway footnote), both purposes of a PhD held open, the artisanal intellectual formed and revised in public, radical transparency, and asking the machine “what I had missed”.
  6. 2025-01-30 ai-at-a-crossroads (preface, postscript and prompts only). His own statement of role and refusals, his fear for the writer’s craft, and a rule broken in the open with reasons.