Baseten vs Intel

Goodfire Launches Internal AI Agent Monitors

Goodfire, a startup specializing in AI interpretability, launched on Thursday a new type of AI agent monitor that inspects a model's internal signals rather than reading its output, aiming to detect rogue behaviors more efficiently and at a fraction of the cost. The monitors are available to customers of Baseten, an AI model hosting platform. Baseten's Base Labs had previously announced a safety partnership with Goodfire and Hugging Face. Goodfire's approach uses small probes that scan a model's internal activations at each step, triggering a closer AI review only when flagged. In tests on the Kimi K3 model, Goodfire's monitors caught 94% of malicious hacking sessions and cost about $51 for 1,500 sessions, compared to $233 for a cheaper model and $10,000 for a top-tier one. The company positions the solution for open models, which can be stripped of safeguards, and sees it as critical for inference-time guardrails.

• Goodfire launched internal activation monitors for AI agents on October 8, 2026.
• Monitors are available to Baseten customers.
• In tests on Kimi K3, monitors caught 94% of malicious hacking sessions.

Announcing our partnership with OpenAI

Baseten announces a partnership with OpenAI, as featured on their blog.

Baseten, Hugging Face, Goodfire Partner for AI Safety

Baseten's research arm, Base Labs, announced a partnership with Hugging Face and Goodfire AI to establish a safety standard for open-weight AI models. The collaboration aims to develop and publish methods for training and monitoring these models, making safety an integrated feature rather than an afterthought. This comes amid rising concern over 'abliteration,' a technique that removes safeguards from open models, with Hugging Face listing over 6,000 such models. The companies have not detailed technical specifics, but Goodfire's expertise in AI interpretability is expected to play a key role. This initiative seeks to leverage openness as an advantage for safety, providing transparent controls and encouraging community contributions.

• Baseten launched a safety infrastructure standard via Base Labs.
• Partnership with Hugging Face and Goodfire AI announced.
• Hugging Face hosts over 6,000 abliterated models.

Physical AI in its 'LEGO era', says ex-Nvidia VC Amulya Vishwanath

In a TechCrunch Equity interview, Amulya Vishwanath, founder and managing partner of Techable Ventures, discussed the current state of physical AI. She argues the industry is in a 'LEGO era' of foundational building blocks (robotic hands, actuators) rather than a 'ChatGPT moment' for robotics. Vishwanath, a former Nvidia product marketer, emphasizes the importance of foundational software and talent as key moats for startups. She sees a future where general- and special-purpose robots will improve and scale, comparing the trajectory to the internet era and the Industrial Revolution.

• Amulya Vishwanath is founder and managing partner of Techable Ventures, a VC firm focused on physical AI.
• She previously worked nearly seven years as a product marketer at Nvidia.
• She described physical AI as being in a 'LEGO era' with foundational building blocks being rethought.

Intel, Broadcom CEOs warn capital crunch could bottleneck AI

At the DBS Asia Future Forward Conference in Singapore, the CEOs of Intel and Broadcom, Lip-Bu Tan and Hock Tan, warned that access to capital could become the biggest constraint on the AI boom, potentially surpassing shortages of semiconductors, memory, or power. Hock Tan highlighted that financing data centers and chip purchases becomes more expensive with rising borrowing costs, while Lip-Bu Tan stressed the need for tangible returns on AI investments. Despite these concerns, both executives remain bullish on near-term demand, expecting compute supply to lag demand through 2029-2030. They noted some supply bottlenecks may ease by 2028-2029, but sustained growth depends on business adoption and economic benefits of AI.

• Intel CEO Lip-Bu Tan and Broadcom CEO Hock Tan warned about capital constraints on AI at the DBS Asia Future Forward Conference, Singapore.
• Hock Tan stated that capital, not semiconductor or power shortages, is the biggest constraint on AI expansion.
• Both CEOs remain bullish on near-term AI demand, with supply expected to lag demand through 2029-2030.

Meta Muse boosts AMD as AI agents shift workloads to CPUs

The rise of personal AI agents is shifting some AI workloads from GPUs to CPUs, benefiting AMD and Intel. Meta's Muse and OpenAI's Dots, both running on AMD-powered virtual machines, have driven demand and boosted AMD's stock. AMD's data center revenue more than doubled to $6.7 billion in Q2 2026, and the company now holds about 46% of the x86 CPU market. While Nvidia remains dominant in GPUs, analysts see AMD as a strong contender in the CPU space for agentic workloads. Meta and OpenAI are largely CPU-agnostic, and major cloud providers are developing custom Arm-based chips, adding competition. The CPU market is projected to reach $220 billion by 2030, with AMD aiming for over half of it.

• Meta's Muse AI agent topped the Apple App Store within two weeks of its September launch.
• AMD's data center revenue more than doubled to $6.7 billion in Q2 2026, almost 60% of total sales.
• AMD holds about 46% of the x86 CPU market, according to Mercury Research.