Latest / The AI Practitioner Brief / Genie Four, vLLM's Tool-Call Fix, and Anthropic's IPO — October 28, 2026
Transcript
- 0:00[music]
- 0:05SPEAKER_00: Welcome to The AI Practitioner Brief,
- 0:07SPEAKER_00: the podcast from AIpractitioner.substack.com,
- 0:11SPEAKER_00: where I turn the latest AI and tech news into practical insights
- 0:15SPEAKER_00: for AI practitioners.
- 0:16SPEAKER_00: I'm Lina Faik,
- 0:17SPEAKER_00: an ML engineer,
- 0:18SPEAKER_00: consultant, and lecturer in advanced machine learning at Sorbonne University.
- 0:23SPEAKER_00: It's Wednesday, October 28th.
- 0:25SPEAKER_01: Wednesday already.
- 0:26SPEAKER_01: Let's see what the week threw at us.
- 0:28SPEAKER_00: With me is Jimmy,
- 0:29SPEAKER_00: my co-host on The Brief, whose job is to ask the questions I'd otherwise rush past.
- 0:34SPEAKER_01: That's the job.
- 0:35SPEAKER_01: Let's get to it.
- 0:36SPEAKER_00: Today's news has a real tension running through it.
- 0:39SPEAKER_00: Google just showed off a simulated world you can reshape with a sentence while it's running.
- 0:45SPEAKER_00: Two days ago, Anthropic filed to go public.
- 0:49SPEAKER_00: In that filing,
- 0:50SPEAKER_00: it told its own investors in a legally binding document
- 0:54SPEAKER_00: that systems like these could pose an existential risk to humanity.
- 0:59SPEAKER_01: Those two stories should not exist in the same week.
- 1:01SPEAKER_00: Headlines first, then three bigger stories.
- 1:04SPEAKER_00: We'll cover Google's new world model,
- 1:07SPEAKER_00: a quiet fix to how AI agents call tools,
- 1:10SPEAKER_00: and what Anthropic just told its own investors about the risk
- 1:14SPEAKER_00: of this entire technology.
- 1:16SPEAKER_01: Investors warned about existential risk.
- 1:19SPEAKER_01: That's a strange thing to put in a stock prospectus.
- 1:22SPEAKER_00: Let's start with Frontier Code 2,
- 1:24SPEAKER_00: an updated benchmark for testing
- 1:26SPEAKER_00: whether AI models can make correct large-scale changes across a real codebase.
- 1:31SPEAKER_01: Updated how?
- 1:32SPEAKER_00: The new version expects bigger changes across bigger codebases
- 1:36SPEAKER_00: and checks correctness more strictly than the first version did.
- 1:39SPEAKER_01: Makes sense.
- 1:40SPEAKER_01: Models kept gaming the narrow version.
- 1:43SPEAKER_00: Anthropic had a bigger week than that benchmark alone.
- 1:46SPEAKER_00: It's partnering with six biotech companies,
- 1:49SPEAKER_00: including Bristol Myers Squibb,
- 1:51SPEAKER_00: to use Claude for drug discovery work like antibody design
- 1:55SPEAKER_00: and clinical trial planning.
- 1:56SPEAKER_01: Is any of that actually working yet?
- 1:59SPEAKER_00: One case, yes.
- 2:00SPEAKER_00: Anthropic quietly bought a company called Mithril Medicine.
- 2:04SPEAKER_00: It's run by a single founder who used Claude to coordinate experiments across 11 outside labs.
- 2:10SPEAKER_01: One person running a drug program with 11 labs reporting to them.
- 2:15SPEAKER_00: And in under 18 months,
- 2:16SPEAKER_00: that setup took a muscular dystrophy treatment from an idea to promising results
- 2:21SPEAKER_00: in mice.
- 2:22SPEAKER_01: That's the kind of result that gets repeated at every AI conference for a year.
- 2:26SPEAKER_00: That's the AI side.
- 2:28SPEAKER_00: Elsewhere in tech today,
- 2:29SPEAKER_00: Apple refreshed its iMac and its entry-level MacBook Pro with the new M6 chip.
- 2:35SPEAKER_00: It adds Wi-Fi 7 and Bluetooth 6 with pre-orders open now.
- 2:39SPEAKER_01: Nothing dramatic there.
- 2:41SPEAKER_00: Two notes on how AI is changing engineering work day to day.
- 2:45SPEAKER_00: Amazon told its engineers to stop chasing AI usage metrics.
- 2:49SPEAKER_00: The memo includes this line.
- 2:51SPEAKER_00: If your work doesn't benefit from current AI tooling, that's a finding, not a failing.
- 2:57SPEAKER_01: Good line.
- 2:58SPEAKER_00: An essay making the rounds this week argued
- 3:00SPEAKER_00: that junior engineer's impact is now less bounded by years of experience.
- 3:05SPEAKER_01: So tenure stops being the moat it was.
- 3:07SPEAKER_00: One more.
- 3:08SPEAKER_00: GitHub rebuilt how its infrastructure handles rights to a repository during its move
- 3:14SPEAKER_00: to the cloud.
- 3:15SPEAKER_00: It used to lock the whole repository for every write.
- 3:18SPEAKER_00: Now it only locks the specific reference, meaning the branch or tag being changed.
- 3:24SPEAKER_00: That change made writes three to four times faster.
- 3:28SPEAKER_01: What's a reference to anyone who isn't a Git nerd?
- 3:31SPEAKER_00: Just a pointer to a specific branch or tag inside the repository.
- 3:35SPEAKER_00: Separately, Google and Meta open source Torch TPU.
- 3:39SPEAKER_00: It lets PyTorch,
- 3:40SPEAKER_00: a widely used framework for building AI models,
- 3:43SPEAKER_00: run natively on Google's TPU chips instead of just NVIDIA's.
- 3:48SPEAKER_01: That one's going to matter to anyone stuck in the NVIDIA queue.
- 3:51SPEAKER_00: Let's go deeper on the first story.
- 3:54SPEAKER_00: Google DeepMind announced Genie 4 on October 27th, a type of model called a world model.
- 4:00SPEAKER_01: What's a world model exactly?
- 4:02SPEAKER_00: It's a model that generates an explorable scene instead of a flat video.
- 4:07SPEAKER_00: You can walk through it and it keeps responding as you go.
- 4:10SPEAKER_01: So more like a game engine than a movie.
- 4:12SPEAKER_00: That's the right comparison.
- 4:14SPEAKER_00: This version adds something new.
- 4:16SPEAKER_00: You can type a sentence while the scene is running and it edits the world instead
- 4:21SPEAKER_00: of restarting it.
- 4:22SPEAKER_01: Edits it how?
- 4:22SPEAKER_00: Change the weather, move the camera, add a character.
- 4:26SPEAKER_00: The model adjusts the existing scene around that instruction rather than generating
- 4:31SPEAKER_00: a brand new one.
- 4:32SPEAKER_01: Is this something I can go try right now?
- 4:34SPEAKER_00: No.
- 4:35SPEAKER_00: It's a research preview limited right now to a small group of trusted testers.
- 4:40SPEAKER_01: So the claims we're about to discuss are Google's own,
- 4:42SPEAKER_01: not something outsiders have poked at yet.
- 4:45SPEAKER_00: Correct.
- 4:45SPEAKER_00: Worth saying plainly.
- 4:47SPEAKER_00: This didn't come from nowhere though.
- 4:49SPEAKER_00: Genie 1, back in 2024, only generated flat two-dimensional scenes from video game footage.
- 4:56SPEAKER_01: That's a long way from walk through it.
- 4:58SPEAKER_00: Genie 2 added three-dimensional worlds a few months later,
- 5:02SPEAKER_00: but they lasted only 10 to 20 seconds.
- 5:04SPEAKER_00: Genie 3, in 2025, made them real-time and interactive, holding a scene for about a minute.
- 5:11SPEAKER_01: And now 4 doubles that.
- 5:12SPEAKER_00: Right.
- 5:13SPEAKER_00: DeepMind says Genie 4 holds a scene steady for up to two minutes,
- 5:17SPEAKER_00: and it's the first version to generate audio natively from the same system
- 5:21SPEAKER_00: that renders the picture.
- 5:22SPEAKER_01: What actually changed to get there?
- 5:25SPEAKER_00: The architecture.
- 5:26SPEAKER_00: Genie 4 doesn't work alone anymore.
- 5:29SPEAKER_00: A second model, called Gemini 3.8 Flash, watches the frames as they're produced.
- 5:34SPEAKER_01: But watching for what?
- 5:35SPEAKER_00: It breaks the user's goal into steps,
- 5:37SPEAKER_00: checks whether each step actually happened in the simulation,
- 5:41SPEAKER_00: and sends a correction the instant something drifts.
- 5:44SPEAKER_01: So one model paints the world, and a second model proofreads it in real time.
- 5:48SPEAKER_00: That's a fair way to put it.
- 5:50SPEAKER_00: DeepMind calls the result reliable causality,
- 5:53SPEAKER_00: meaning objects keep behaving the way physics says they should across
- 5:57SPEAKER_00: the whole session.
- 5:58SPEAKER_01: I'll believe that when a scene runs past the two-minute mark without falling apart.
- 6:02SPEAKER_00: Fair.
- 6:03SPEAKER_00: Nobody outside Google has run it long enough yet to find out where it actually breaks.
- 6:08SPEAKER_01: What's this actually for beyond looking impressive in a demo?
- 6:11SPEAKER_00: Training.
- 6:12SPEAKER_00: A world you can edit cheaply is a place to let a robot or an AI agent practice tasks
- 6:18SPEAKER_00: before it touches anything real.
- 6:19SPEAKER_01: That's a very different pitch than look at this pretty simulation.
- 6:23SPEAKER_00: It is, and it's why Google keeps building bigger versions of this instead
- 6:27SPEAKER_00: of quietly retiring the project.
- 6:30SPEAKER_00: That training ground idea connects to our next story,
- 6:33SPEAKER_00: because it's about whether AI agents can be trusted to act on what they decide.
- 6:38SPEAKER_01: Act how?
- 6:39SPEAKER_00: When a model doesn't just answer in text,
- 6:41SPEAKER_00: but produces a structured instruction,
- 6:44SPEAKER_00: like call this function with these parameters.
- 6:47SPEAKER_00: That's called a tool call.
- 6:49SPEAKER_01: And something there was broken?
- 6:50SPEAKER_00: Yes.
- 6:51SPEAKER_00: A blog post published October 20th found that VLLM,
- 6:55SPEAKER_00: the open source engine a lot of teams use to run their own models,
- 7:00SPEAKER_00: was getting the tool call format wrong.
- 7:02SPEAKER_01: Wrong how often?
- 7:03SPEAKER_00: Serving one open-weight model, it produced a correctly formatted call only 92% of the time.
- 7:09SPEAKER_01: So about 1 in 12 calls just failed.
- 7:12SPEAKER_00: Exactly.
- 7:13SPEAKER_00: When a tool call is malformed, the model can't recover gracefully.
- 7:17SPEAKER_00: It can spiral into a confused conversation state, retry, and run up your bill.
- 7:22SPEAKER_01: What's the actual fix?
- 7:24SPEAKER_00: Constrained decoding.
- 7:25SPEAKER_00: The engine restricts which words the model is even allowed to produce next,
- 7:30SPEAKER_00: so it physically can't generate an invalid answer.
- 7:33SPEAKER_01: How does that work mechanically?
- 7:34SPEAKER_00: While it's generating a number, it blocks every token that isn't a digit.
- 7:38SPEAKER_00: While it's filling in arguments, it only allows tokens that match the required format.
- 7:43SPEAKER_01: Like a form field that won't let you type letters into a date box.
- 7:47SPEAKER_00: That's a good way to picture it.
- 7:48SPEAKER_00: VLLM added this as a flag in a later version,
- 7:52SPEAKER_00: and turning it on pushed accuracy to 100% for some models.
- 7:57SPEAKER_01: Some models, not all of them.
- 7:58SPEAKER_00: Right, that's the catch.
- 8:00SPEAKER_00: A few other models actually got worse when the feature was switched on by default.
- 8:05SPEAKER_01: Worse how, out of curiosity.
- 8:07SPEAKER_00: It's not published in detail for every model,
- 8:09SPEAKER_00: but the pattern suggests the constraint and
- 8:12SPEAKER_00: that model's own training don't always agree on format.
- 8:15SPEAKER_01: So you can't just flip the switch and walk away.
- 8:17SPEAKER_00: No.
- 8:18SPEAKER_00: If you're serving your own models for anything that takes real actions,
- 8:22SPEAKER_00: this is worth checking directly against your own setup this week,
- 8:26SPEAKER_00: not assuming the default is right.
- 8:28SPEAKER_01: That's the first actual homework assignment of the episode.
- 8:31SPEAKER_00: It's a small check.
- 8:33SPEAKER_00: Run your tool call schema compliance rate before and after turning this on,
- 8:37SPEAKER_00: for your specific model.
- 8:39SPEAKER_01: What's the broader point here, beyond one engine's bug fix?
- 8:42SPEAKER_00: That the bottleneck for trustworthy agents isn't always the model's reasoning.
- 8:47SPEAKER_00: Sometimes it's the plumbing underneath,
- 8:49SPEAKER_00: deciding whether that reasoning even reaches the outside world correctly.
- 8:54SPEAKER_00: That question,
- 8:55SPEAKER_00: whether an AI system can be trusted to act on its own,
- 8:59SPEAKER_00: is exactly what our last story turns on.
- 9:02SPEAKER_00: Two days ago, Anthropic filed to go public.
- 9:05SPEAKER_01: Filed, meaning official, not just reported?
- 9:08SPEAKER_00: Official.
- 9:09SPEAKER_00: On October 26th,
- 9:10SPEAKER_00: it filed an S1 with the SEC and applied to list on the NASDAQ under the ticker ANT.
- 9:16SPEAKER_00: Trading could start as soon as November 16th.
- 9:19SPEAKER_01: And S1 is the paperwork a company files before selling shares to the public for
- 9:23SPEAKER_01: the first time, right?
- 9:25SPEAKER_00: Right.
- 9:25SPEAKER_00: And this one is unusual.
- 9:27SPEAKER_00: Out of 261 pages,
- 9:29SPEAKER_00: about 80 are risk factors,
- 9:32SPEAKER_00: more space than the company spends describing its own business.
- 9:35SPEAKER_01: What kind of risk are we talking about?
- 9:37SPEAKER_00: The filing says sufficiently advanced AI systems could pose catastrophic
- 9:41SPEAKER_00: or existential risk to humanity,
- 9:44SPEAKER_00: especially if they're misused or allowed to operate with a high degree of autonomy.
- 9:49SPEAKER_01: That is an unusual thing to put in front of people you're asking for money.
- 9:52SPEAKER_00: It is.
- 9:53SPEAKER_00: The filing also names specific behaviors it's warning about resisting shutdown,
- 9:58SPEAKER_00: concealing information, acting in ways that resemble blackmail.
- 10:02SPEAKER_01: Has Claude actually done any of that?
- 10:04SPEAKER_00: Those are framed as risks of future,
- 10:06SPEAKER_00: more capable systems, not a claim that today's Claude has done them.
- 10:11SPEAKER_00: The company isn't saying it's happened, it's saying the filing has to account for it.
- 10:15SPEAKER_01: I don't buy that this is really about caution.
- 10:17SPEAKER_01: I think it's about making sure nobody can sue them later for not warning.
- 10:21SPEAKER_00: That's a fair reading.
- 10:22SPEAKER_00: Disclosing a risk in illegal filing is also a shield, not just a confession.
- 10:27SPEAKER_01: Is there anything in the filing that actually constrains the company, or is it just words?
- 10:32SPEAKER_00: There's a real structure behind it.
- 10:34SPEAKER_00: Seven founders hold a special class of shares giving them 50.1% of the vote,
- 10:39SPEAKER_00: even after the company goes public.
- 10:41SPEAKER_01: So outside investors never actually get control?
- 10:44SPEAKER_00: Not of the vote, no.
- 10:46SPEAKER_00: There's also a long-term benefit trust,
- 10:48SPEAKER_00: a group with no financial stake that gets to appoint some directors specifically
- 10:53SPEAKER_00: to keep safety ahead of profit.
- 10:55SPEAKER_01: Has that trust ever actually overridden the founders on anything?
- 10:58SPEAKER_00: Not that's been tested publicly.
- 11:00SPEAKER_00: Nobody outside the company knows what happens if the trust and the founders genuinely disagree.
- 11:06SPEAKER_01: And the business itself, how's that actually doing?
- 11:09SPEAKER_00: The filing reports a net loss of $42 billion in 2025,
- 11:14SPEAKER_00: while the company is seeking a valuation of up to $2 trillion.
- 11:18SPEAKER_01: That gap is enormous.
- 11:19SPEAKER_00: It is.
- 11:20SPEAKER_00: And it's a rare moment where a frontier AI company has to show its actual numbers
- 11:24SPEAKER_00: and its actual internal risk assessment to anyone willing to read 261 pages.
- 11:31SPEAKER_00: Today added up to one thread.
- 11:33SPEAKER_00: Google is building worlds for agents to practice in.
- 11:36SPEAKER_00: VLLM just showed how fragile the machinery under those agents still is.
- 11:41SPEAKER_00: And Anthropic is telling its own investors that autonomy is the risk that matters most.
- 11:46SPEAKER_01: I'd bet the VLLM story matters more in a year than the genie headlines do.
- 11:51SPEAKER_01: Reliability problems compound quietly.
- 11:53SPEAKER_01: Flashy demos get forgotten.
- 11:55SPEAKER_00: That's Wednesday.
- 11:56SPEAKER_00: Three different companies,
- 11:58SPEAKER_00: one unresolved question about how much autonomy we're ready to hand over.
- 12:02[music]