# Roundup: New Interview, LLM Flip-Flopping, Cyberattacks, Jobs, etc.

> Source: <https://paulkedrosky.com/roundup-new-interview-llm-flip-flopping-cyberattacks-jobs-etc/>
> Published: 2026-09-01 21:06:10+00:00

### What's Ahead

1. **"Big Tech" Interview**
2. **The Price of Intelligence**
3. **Goldman Does a 5x on Its Humanoid Robot Forecast**
4. **Models Easily Flip Response States**
5. **AI Is Driving a Wave of Cyberattacks on Critical Infrastructure**
6. **A New World Inflationary Order, Driven by CapEx and Duplication**
7. **Signs of AI Automation in Declining Texas Job Postings**

### "Big Tech" Interview

A new interview with me that I should have mentioned in the last roundup.

### The Price of Intelligence

Quality-adjusted inference prices are falling roughly **seven times faster** than conventional measures show, yet **the cost per completed task** has stopped falling. What gives?  In short, reasoning models are consuming more tokens as capability rises. Why? Because cheaper intelligence is being spent immediately on more computation, masking the expensive [flatlining of models](https://paulkedrosky.com/why-400-hitters-disappeared-and-what-it-means-for-ai/) by **throwing more tokens** at the problem.

**Source:** [The Price of Intelligence: A Quality-Adjusted Price Index for AI Services](https://arxiv.org/pdf/2608.29843)

### Goldman Does a 5x on its Humanoid Robot Forecast

In one of the largest upgrades I have seen since the dot-com days, Goldman Sachs has, in a new report upped its forecast for **humanoid robot sales by 5x**. The firm argues that **adoption is faster than expected**, especially in logistics and manufacturing, and **robot learning data** is moving quickly as well. Expect this to be fundamental to the bull case over the next 24 months as large language models come to be seen as plateauing and limited.