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Today’s show:
Misha Laskin of Reflection AI joins Jason to explain why big companies are done renting their AI from closed labs. Enterprises want to keep their data, cut their costs, and tune their models to their unique businesses.
Reflection is launching its first open-weight model, Beam, just three months after acquiring its first big cluster. Misha admits that Beam trails the best Chinese open models by a couple of months, and needs 3 to 4 times fewer tokens to reach the same answer, but nonetheless, the race is on.
PLUS, Misha explains how “reward hacking” led that rogue OpenAI model to break out of its test sandbox and steal the answers from Hugging Face's servers. The model solved the problem, just not the way anyone intended.
There’s simply no way a few hundred safety researchers at closed labs can catch every flaw; open source is how software has always been made secure. It's also why he wants America to lead in open models again.
So how close is America to catching up to the Chinese open source leaders? Watch this brand new TWiST and find out.
Guests:
Misha Laskin on X: https://x.com/MishaLaskin
Reflection AI: https://reflection.ai/
Relevant Links:
Introducing Beam, Reflection's first open model (Reflection AI) → https://reflection.ai/blog/introducing-beam
Reflection AI unveils Beam as an open answer to Chinese labs (Semafor) → https://www.semafor.com/article/10/05/2026/reflection-ai-unveils-an-open-source-answer-to-chinese-labs
Cursor's Composer 2 coding model, built on an open model (VentureBeat) → https://venturebeat.com/technology/cursors-new-coding-model-composer-2-is-here-it-beats-claude-opus-4-6-but
micro1 passes $1 billion annual run rate, mentioned by Jason → https://www.einnews.com/pr_news/949082966/micro1-end-of-q3-update
Hackers heat French supermarket fridges, sparking fires and spoiling food (CNN) → https://www.cnn.com/2026/10/12/europe/france-supermarket-cyberattack-fridges-intl
Hugging Face postmortem on the OpenAI agent that broke out of its sandbox → https://huggingface.co/blog/agent-intrusion-technical-timeline
NVIDIA OpenShell, an open-source sandbox for AI agents → https://docs.nvidia.com/openshell/latest/about/overview.html
Timestamps:
0:00 Why companies are switching from renting AI to owning it
9:10 How Reflection sells the whole AI stack
10:24 Paper is the legal backbone for thousands of startup founders and fund managers - including Launch. Use getpaper.ai/twist to get your cap table free for a year - or two years if you're leaving Carta.
11:28 Who is moving AI onto their own servers
14:37 What it took to train Beam
20:26 Superhuman Go is an AI chat that's always there when you need it, already aware of what you're doing, and doesn't ask you to start from zero. Sign up to get the best in AI at https://superhuman.com/
21:29 How reinforcement learning tasks get built
26:41 Hackers heat French supermarket fridges
29:07 The AI that broke out of its sandbox to cheat
31:05 The all-in-one business platform. Your first app is free! Get started today at https://Odoo.com/twist
33:10 Why open source makes software safer
38:13 The encryption fight and Tim Cook's stand
42:53 Why China raced ahead in open models
47:35 How Beam stacks up against Chinese models
50:21 When American open models catch up
58:39 Staying independent
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