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Dan Balsam: commitment

8 Aug 2026 The Cognitive Revolution Thinking in Silico: Goodfire CTO Dan Balsam on Concept Manifolds & a $1000/Month ML Research Agent

“I think the reality is that we're gonna do both of like, we're gonna continue to work very closely with enterprise customers and forward deploy members of our research team to work closely.”

— Dan Balsam

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Everything needed to verify it.

Speaker
Dan Balsam
Attribution
Verified speaker
Claim type
commitment
Recorded
8 Aug 2026
Publisher
The Cognitive Revolution

Transcript context

…you can maybe afford to disrupt yourselves more than incumbent companies can. But there's definitely some, like, interesting trade off there, right, where you're like, companies have proven that they're willing to spend a lot of money to come hire us to do this work. Now we're going to try to allow them to do it. We're gonna try to productize our know how. Does that maybe you just have so much demand, you're not really worried about it, but how do you think about kind of what will be the primary driver? And and do you do you have some sort of defense against the diffusion of the hard won knowledge? Yeah. No. Think it's a great question. I think the reality is that we're gonna do both of like, we're gonna continue to work very closely with enterprise customers and forward deploy members of our research team to work closely. Maybe by analogy, the thing that I would say and, again, maybe we're in some some twilight zone for a second. But if if we're on the other side of that twilight, the logic is so different to begin with. We can chat through that. Despite coding agents, if anything, there are, like, more software jobs. Like, the number of software jobs has increased, not decreased, despite the the capabilities of coding agents. Because fundamentally, you need…

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