Johan Falk
@magisterfalk.bsky.social
Working with AI strategy and public education. Learning more every day. Writer, teacher, presenter, thinker, learner.
Updates to my analysis on what a collapse of investments in AI might mean, with a fourth scenario: Microsoft, Apple, Amazon or Nvidia buys struggling AI startups.
This is, I think, the most likely outcome, and Nvidia could be the real winner.
More details here: falkai.substack.com/p/what-would...
This is, I think, the most likely outcome, and Nvidia could be the real winner.
More details here: falkai.substack.com/p/what-would...
What would an AI investment crash mean for AI development?
This post isn’t about whether the bubble will burst. It’s about what happens to AI development if it does.
falkai.substack.com
November 22, 2025 at 9:40 AM
Updates to my analysis on what a collapse of investments in AI might mean, with a fourth scenario: Microsoft, Apple, Amazon or Nvidia buys struggling AI startups.
This is, I think, the most likely outcome, and Nvidia could be the real winner.
More details here: falkai.substack.com/p/what-would...
This is, I think, the most likely outcome, and Nvidia could be the real winner.
More details here: falkai.substack.com/p/what-would...
I just published an analysis of what an AI investment crash would mean for technical development.
The short version: Google, with its deep pockets, would likely end up quite alone in the AI race on the American side of the Atlantic. China continues regardless.
falkai.substack.com/p/what-would...
The short version: Google, with its deep pockets, would likely end up quite alone in the AI race on the American side of the Atlantic. China continues regardless.
falkai.substack.com/p/what-would...
What would an AI investment crash mean for AI development?
This post isn’t about whether the bubble will burst. It’s about what happens to AI development if it does.
falkai.substack.com
November 19, 2025 at 2:19 PM
I just published an analysis of what an AI investment crash would mean for technical development.
The short version: Google, with its deep pockets, would likely end up quite alone in the AI race on the American side of the Atlantic. China continues regardless.
falkai.substack.com/p/what-would...
The short version: Google, with its deep pockets, would likely end up quite alone in the AI race on the American side of the Atlantic. China continues regardless.
falkai.substack.com/p/what-would...
California just introduced AI safety legislation that is, very briefly summarized, self-regulation with some edge to it.
This podcast episode explains SB 53 in a very accessible way.
aipodcastpicks.substack.com/p/a-quick-gu...
This podcast episode explains SB 53 in a very accessible way.
aipodcastpicks.substack.com/p/a-quick-gu...
A quick guide to SB 53
California recently introduced a new law, SB 53, which is a smaller version of the much-debated SB 1047. This episode gives a great overview of what it means.
aipodcastpicks.substack.com
October 11, 2025 at 8:58 PM
California just introduced AI safety legislation that is, very briefly summarized, self-regulation with some edge to it.
This podcast episode explains SB 53 in a very accessible way.
aipodcastpicks.substack.com/p/a-quick-gu...
This podcast episode explains SB 53 in a very accessible way.
aipodcastpicks.substack.com/p/a-quick-gu...
This is the best analysis I've seen/heard, of whether there's a financial AI bubble going on right now.
Short story: Some warning signs, but not a bubble.
aipodcastpicks.substack.com/p/great-anal...
Short story: Some warning signs, but not a bubble.
aipodcastpicks.substack.com/p/great-anal...
Great analysis of whether there is an AI bubble
There's a lot of talk about whether we're in an AI bubble or not. This is the best rundown I've found, using a framework with five warning signs. By Azeem Azhar.
aipodcastpicks.substack.com
October 11, 2025 at 7:43 AM
This is the best analysis I've seen/heard, of whether there's a financial AI bubble going on right now.
Short story: Some warning signs, but not a bubble.
aipodcastpicks.substack.com/p/great-anal...
Short story: Some warning signs, but not a bubble.
aipodcastpicks.substack.com/p/great-anal...
Proud and humbled by appearing in The Cognitive Revolution – one of the best podcasts on AI I know.
www.cognitiverevolution.ai/education-in...
Thanks to @nathanlabenz.bsky.social for great discussions!
www.cognitiverevolution.ai/education-in...
Thanks to @nathanlabenz.bsky.social for great discussions!
Education in the AI Age: a Teacher Rethinks Learning & Purpose, w/ Johan Falk of Graspable AI
Today Johan Falk, author, speaker, and AI analyst from Stockholm, Sweden, joins The Cognitive Revolution to discuss his work reimagining education for the AI era, exploring why teaching students to us...
www.cognitiverevolution.ai
October 9, 2025 at 1:37 PM
Proud and humbled by appearing in The Cognitive Revolution – one of the best podcasts on AI I know.
www.cognitiverevolution.ai/education-in...
Thanks to @nathanlabenz.bsky.social for great discussions!
www.cognitiverevolution.ai/education-in...
Thanks to @nathanlabenz.bsky.social for great discussions!
This interview with Estonia's Minister of Education is a must-listen for anyone working with strategic perspectives on education.
The episode made me feel that maybe I should move to Estonia and start working full-time with AI and education again.
aipodcastpicks.substack.com/p/estonias-m...
The episode made me feel that maybe I should move to Estonia and start working full-time with AI and education again.
aipodcastpicks.substack.com/p/estonias-m...
Estonias minister of education on AI and schools
AI and education is my home turf. This episode is outstanding, when it comes to a politician showing insight, humility, decisiveness, perspectives and general wisdom.
aipodcastpicks.substack.com
September 30, 2025 at 6:29 PM
This interview with Estonia's Minister of Education is a must-listen for anyone working with strategic perspectives on education.
The episode made me feel that maybe I should move to Estonia and start working full-time with AI and education again.
aipodcastpicks.substack.com/p/estonias-m...
The episode made me feel that maybe I should move to Estonia and start working full-time with AI and education again.
aipodcastpicks.substack.com/p/estonias-m...
New videos about AI and education: Using AI for ideation.
* Creating variations of an example
* Brainstorming
* Getting feedback on ideas
* Exploring ideas in collaboration with AI
* Creating artificial student panels/user panels
* Creating bespoke software
graspableai.substack.com/p/using-ai-f...
* Creating variations of an example
* Brainstorming
* Getting feedback on ideas
* Exploring ideas in collaboration with AI
* Creating artificial student panels/user panels
* Creating bespoke software
graspableai.substack.com/p/using-ai-f...
LinkedIn
This link will take you to a page that’s not on LinkedIn
lnkd.in
September 29, 2025 at 5:03 PM
New videos about AI and education: Using AI for ideation.
* Creating variations of an example
* Brainstorming
* Getting feedback on ideas
* Exploring ideas in collaboration with AI
* Creating artificial student panels/user panels
* Creating bespoke software
graspableai.substack.com/p/using-ai-f...
* Creating variations of an example
* Brainstorming
* Getting feedback on ideas
* Exploring ideas in collaboration with AI
* Creating artificial student panels/user panels
* Creating bespoke software
graspableai.substack.com/p/using-ai-f...
I revisited a blogpost I wrote summer 2024, just before I left my job with the goal of contributing to reducing societal-scale AI risks. It explains why I decided to leave a great job, without knowing what I should do.
Still relevant, more than a year later.
falkai.substack.com/p/what-drive...
Still relevant, more than a year later.
falkai.substack.com/p/what-drive...
What drives me
This post explains why I left my job to work full-time with AI. It is a translation of a post in Swedish from June 2024, still relevant in September 2025.
falkai.substack.com
September 24, 2025 at 9:01 PM
I revisited a blogpost I wrote summer 2024, just before I left my job with the goal of contributing to reducing societal-scale AI risks. It explains why I decided to leave a great job, without knowing what I should do.
Still relevant, more than a year later.
falkai.substack.com/p/what-drive...
Still relevant, more than a year later.
falkai.substack.com/p/what-drive...
Insight about AI, number 157: It is much easier to expand what you can do yourself using AI, than replacing what someone else is doing.
Do you agree? What are potential implications?
Do you agree? What are potential implications?
September 22, 2025 at 7:35 AM
Insight about AI, number 157: It is much easier to expand what you can do yourself using AI, than replacing what someone else is doing.
Do you agree? What are potential implications?
Do you agree? What are potential implications?
Two videos for anyone working with software development (coding in particular) and haven't yet tried Claude Code.
aipodcastpicks.substack.com/p/what-is-cl...
aipodcastpicks.substack.com/p/what-is-cl...
What is Claude Code?
Great introduction to what Claude Code is, and why tools like it matters to software development.
aipodcastpicks.substack.com
September 9, 2025 at 10:47 AM
Two videos for anyone working with software development (coding in particular) and haven't yet tried Claude Code.
aipodcastpicks.substack.com/p/what-is-cl...
aipodcastpicks.substack.com/p/what-is-cl...
This podcast episode could actually be the best I've heard when it comes to AI and education. Multiple perspectives, and almost constant focus on the really deep impacts. Also quite fun to listen to.
aipodcastpicks.substack.com/p/great-coll...
aipodcastpicks.substack.com/p/great-coll...
Great collection of thoughts on AI and education
I've listened to a lot of thoughts about AI and education, and this episode might be the best I've heard so far. Multiple perspectives, and (almost) all of them cover the deep impacts.
aipodcastpicks.substack.com
September 6, 2025 at 7:07 PM
This podcast episode could actually be the best I've heard when it comes to AI and education. Multiple perspectives, and almost constant focus on the really deep impacts. Also quite fun to listen to.
aipodcastpicks.substack.com/p/great-coll...
aipodcastpicks.substack.com/p/great-coll...
Superintelligent AI may be godlike, but not gods are created equal. What may superintelligent AI find difficult, and what type of problems will melt away?
falkai.substack.com/p/the-hard-p...
#ASI #AI #not-so-distant-future
falkai.substack.com/p/the-hard-p...
#ASI #AI #not-so-distant-future
The hard problems for superintelligence
Superintelligent AI is often likened to a genie that grants any wish. As AI becomes more capable, we will get better at telling which problems melt away under intelligence, and which barely budge.
falkai.substack.com
August 27, 2025 at 6:08 AM
Superintelligent AI may be godlike, but not gods are created equal. What may superintelligent AI find difficult, and what type of problems will melt away?
falkai.substack.com/p/the-hard-p...
#ASI #AI #not-so-distant-future
falkai.substack.com/p/the-hard-p...
#ASI #AI #not-so-distant-future
This is the first time I hear of ChatGPT leading a person to suicide. I am truly appalled by some of the quotes recited in the episode.
I've heard examples of Character AI bots doing this, but frankly didn't think normal chatbots could have this effect.
aipodcastpicks.substack.com/p/a-disturbi...
I've heard examples of Character AI bots doing this, but frankly didn't think normal chatbots could have this effect.
aipodcastpicks.substack.com/p/a-disturbi...
A disturbing story about ChatGPT supporting suicide and suicidal behaviour
There have been some cases where character.ai companions have allegedly pushed people to suicide. This is the first case where I've heard ChatGPT clearly leading someone in that direction.
aipodcastpicks.substack.com
August 26, 2025 at 7:12 PM
This is the first time I hear of ChatGPT leading a person to suicide. I am truly appalled by some of the quotes recited in the episode.
I've heard examples of Character AI bots doing this, but frankly didn't think normal chatbots could have this effect.
aipodcastpicks.substack.com/p/a-disturbi...
I've heard examples of Character AI bots doing this, but frankly didn't think normal chatbots could have this effect.
aipodcastpicks.substack.com/p/a-disturbi...
250 words on what a 1.5 billion years old organism could teach us about how to navigate a potential future with superintelligent AI.
falkai.substack.com/p/the-mitoch...
falkai.substack.com/p/the-mitoch...
The Mitochondria Strategy
One way to navigate a future with superhuman AI is to become indispensable. One lesson to learn from is around 1.5 billion years old.
falkai.substack.com
August 23, 2025 at 8:46 AM
250 words on what a 1.5 billion years old organism could teach us about how to navigate a potential future with superintelligent AI.
falkai.substack.com/p/the-mitoch...
falkai.substack.com/p/the-mitoch...
I stumbled into this video from Anthropic. Great resource for anyone who wants to understand more about the inside of large language models, and what "mechanistic interpretability" is.
aipodcastpicks.substack.com/p/introducti...
aipodcastpicks.substack.com/p/introducti...
Introduction to interpretability
Mechanistic interpretability is the art/science of understanding what's going on inside AI models. This video gives a good introduction to interpretability also for non-technical people.
aipodcastpicks.substack.com
August 17, 2025 at 8:40 PM
I stumbled into this video from Anthropic. Great resource for anyone who wants to understand more about the inside of large language models, and what "mechanistic interpretability" is.
aipodcastpicks.substack.com/p/introducti...
aipodcastpicks.substack.com/p/introducti...
I just published three more AI podcast picks. This one is worth listening to twice.
How close are we to AGI? What happens after? And what does AGI mean for society, and for you and me as individuals?
The episode doesn't give answers, but perspectives.
aipodcastpicks.substack.com/p/benjamin-t...
How close are we to AGI? What happens after? And what does AGI mean for society, and for you and me as individuals?
The episode doesn't give answers, but perspectives.
aipodcastpicks.substack.com/p/benjamin-t...
Benjamin Todd on what advanced AI means
What do we mean by AGI? How close are we to it? What happens after? And what does it mean for society, and for you and me as individuals? This episode sheds some light on these questions.
aipodcastpicks.substack.com
August 17, 2025 at 7:53 PM
I just published three more AI podcast picks. This one is worth listening to twice.
How close are we to AGI? What happens after? And what does AGI mean for society, and for you and me as individuals?
The episode doesn't give answers, but perspectives.
aipodcastpicks.substack.com/p/benjamin-t...
How close are we to AGI? What happens after? And what does AGI mean for society, and for you and me as individuals?
The episode doesn't give answers, but perspectives.
aipodcastpicks.substack.com/p/benjamin-t...
The AI 20127 is well worth reading in full, but this 34 minute video is a summary that is *much* more accessible.
www.youtube.com/watch?v=5KVD...
(Worth knowing: Since writing AI 2027, the authors have pushed their timelines back by roughly a year. As is noted in the video.)
www.youtube.com/watch?v=5KVD...
(Worth knowing: Since writing AI 2027, the authors have pushed their timelines back by roughly a year. As is noted in the video.)
We're Not Ready for Superintelligence
YouTube video by AI In Context
www.youtube.com
August 15, 2025 at 6:09 PM
The AI 20127 is well worth reading in full, but this 34 minute video is a summary that is *much* more accessible.
www.youtube.com/watch?v=5KVD...
(Worth knowing: Since writing AI 2027, the authors have pushed their timelines back by roughly a year. As is noted in the video.)
www.youtube.com/watch?v=5KVD...
(Worth knowing: Since writing AI 2027, the authors have pushed their timelines back by roughly a year. As is noted in the video.)
Great episode for anyone who wants to get a deeper understanding of the Trump administration's view of AI.
aipodcastpicks.substack.com/p/what-does-...
aipodcastpicks.substack.com/p/what-does-...
What does the Trump administration think about AI?
Dean W. Ball, former White House AI policy advisor and heavily involved in the AI Action Plan, talks about AI.
aipodcastpicks.substack.com
August 13, 2025 at 11:21 AM
Great episode for anyone who wants to get a deeper understanding of the Trump administration's view of AI.
aipodcastpicks.substack.com/p/what-does-...
aipodcastpicks.substack.com/p/what-does-...
Kudos to @nathanlabenz.bsky.social for delivering so many interesting podcast episodes on AI.
I just reposted the best episodes I listened to last month, and three of the eight selected episodes were from The Cognitive Revolution.
aipodcastpicks.substack.com
I just reposted the best episodes I listened to last month, and three of the eight selected episodes were from The Cognitive Revolution.
aipodcastpicks.substack.com
Johan’s Substack | Johan Falk | Substack
My personal Substack. Click to read Johan’s Substack, by Johan Falk, a Substack publication. Launched 12 days ago.
aipodcastpicks.substack.com
August 12, 2025 at 7:30 AM
Kudos to @nathanlabenz.bsky.social for delivering so many interesting podcast episodes on AI.
I just reposted the best episodes I listened to last month, and three of the eight selected episodes were from The Cognitive Revolution.
aipodcastpicks.substack.com
I just reposted the best episodes I listened to last month, and three of the eight selected episodes were from The Cognitive Revolution.
aipodcastpicks.substack.com
Recommended listening for anyone who wants to get an overview of China + AI policy.
substack.com/@falkai/note...
substack.com/@falkai/note...
Overview of China's digital and AI policy
Kyle Chan, of Princeton University, lays out a short history of China's digital and AI policy, and then discusses what the current state is and where things are heading.
substack.com
July 20, 2025 at 8:19 AM
Recommended listening for anyone who wants to get an overview of China + AI policy.
substack.com/@falkai/note...
substack.com/@falkai/note...
Listening to the recently released episode of Last Week in AI. The episode doesn't particularly stand out, but the podcast as a whole is one of my top ways of staying up to date. Highly recommended.
lastweekin.ai
lastweekin.ai
Last Week in AI | Substack
Weekly text and audio summaries of the most interesting AI news, as well as editorials commenting on recent events. Click to read Last Week in AI, a Substack publication with tens of thousands of subs...
lastweekin.ai
July 14, 2025 at 7:20 PM
Listening to the recently released episode of Last Week in AI. The episode doesn't particularly stand out, but the podcast as a whole is one of my top ways of staying up to date. Highly recommended.
lastweekin.ai
lastweekin.ai
Micro transactions by AI agents could be a really good thing.
falkai.substack.com/p/how-ai-age...
(Thanks to @nathanlabenz.bsky.social who in a recent episode of The Cognitive Revolution made me aware of the x402 protocol.)
falkai.substack.com/p/how-ai-age...
(Thanks to @nathanlabenz.bsky.social who in a recent episode of The Cognitive Revolution made me aware of the x402 protocol.)
How AI agents might fix the internet's business model
AI agents ignore ads completely, destroying online publishers' revenue. But they might also enable something better: a web where quality content wins over clickbait.
falkai.substack.com
July 12, 2025 at 10:12 PM
Micro transactions by AI agents could be a really good thing.
falkai.substack.com/p/how-ai-age...
(Thanks to @nathanlabenz.bsky.social who in a recent episode of The Cognitive Revolution made me aware of the x402 protocol.)
falkai.substack.com/p/how-ai-age...
(Thanks to @nathanlabenz.bsky.social who in a recent episode of The Cognitive Revolution made me aware of the x402 protocol.)
