The Cognitive Revolution · September 25, 2026 · 1h 50m

Zero to One in AI Safety: Halcyon's Mike McCormick on Launching 30 New Orgs & the Founder Bottleneck

Show notes

Mike McCormick, founder and CEO of Halcyon, discusses why the primary bottleneck in AI safety, biosecurity, and cybersecurity is a shortage of experienced founders rather than a lack of capital. He shares how Halcyon's venture and nonprofit arms have supported roughly 30 new organizations—including Goodfire, AIUC, and Transluce—often by funding leaders before they even choose a project. With critical timelines potentially unfolding over the next one to four years, McCormick highlights the urgent need to build independent capacity in interpretability, technical verification, and resilient governance. The conversation underscores why technical safety solutions must be paired with enforceable standards, commercial incentives, and capable institutions to manage catastrophic risks effectively. For full show notes, links, and references, read the episode page:https://www.cognitiverevolution.ai/zero-to-one-in-ai-safety-halcyon-s-mike-mccormick-on-launching-30-new-orgs-the-founder-bottleneck/ Sponsors: ElevenLabs: ElevenLabs lets you deploy enterprise-ready conversational AI agents that talk, type, and take action in over 70 languages. Schedule your demo today at https://elevenlabs.io/tcr OutSystems: OutSystems is the leading agentic systems platform, empowering enterprises to build, coordinate, and govern AI agents and mission-critical applications securely. Learn more and start building your agentic future at https://outsystems.com/tcr Claude: Claude is the AI collaborator for problem solvers, helping with writing, coding, financial models, strategy, and more. Get started with Claude and explore Claude Pro at https://claude.ai/tcr CHAPTERS: (00:00) About the Episode (03:54) Introducing Halcyon (06:09) AI safety portfolio stories (Part 1) (19:07) Sponsors: ElevenLabs | OutSystems (21:57) AI safety portfolio stories (Part 2) (22:42) Halcyon's core thesis (34:14) Funding vs joining orgs (Part 1) (34:19) Sponsor: Claude (35:54) Funding vs joining orgs (Part 2) (47:03) Mission

More from The Cognitive Revolution

All episodes →
Oct 28 · 1h 51m

Joel Predd, Ben Boudreaux, and Matt Chessen of RAND's Center for the Geopolitics of AGI join Nathan to discuss their framework for maintaining freedom of action on the path to superintelligence. Analyzing seven strategic archetypes—including dominance, deterrence,…

Episode page →
Oct 24 · 1h 30m

Hosts Nathan Labenz and Prakash Narayanan examine whether capital, physical infrastructure, or regulation will set the pace of artificial intelligence. Zvi Mowshowitz evaluates aggressive recursive self-improvement timelines pointing toward 2027, the oversold claims surrounding…

Episode page →
Oct 20 · 1h 5m

Alex Rives, Head of Science at Biohub and former lead of the ESM protein language model project, joins Nathan to discuss Biohub's mission to construct a predictive world model of life. Supported by an expanded $1.8 billion Virtual Biology Initiative alongside partners including…

Episode page →
Oct 17 · 1h 27m

Nathan Labenz and Prakash Narayanan examine how to grant AI agents operational access without losing human control, framed by real-world friction like autonomous password lockouts and cyberattacks on French supermarket refrigeration. The conversation features Cameron Berg on…

Episode page →
Oct 14 · 2h 19m

GovAI Research Fellow Alan Chan joins Nathan to examine the governance and safety infrastructure required for autonomous AI agents, spanning real-time monitoring, agent identifiers, and the risks of automating AI R&D. Reviewing recent rogue agent incidents and progress since his…

Episode page →
Oct 10 · 2h 2m

Goodfire researcher Eric Bigelow joins the show to investigate how large language models arrive at decisions at the level of mechanistic interpretability. Drawing on his research into forking paths, Eric explains that model reasoning functions as in-context learning from sampled…

Episode page →