In this episode, Henry and I finally do something we probably should have done in the first episode: introduce ourselves. We talk about our backgrounds in philosophy, how we became interested in psychology and cognitive science, and what drew us to thinking about AI. From there, we dig into the current state of AI capabilities, especially “agentic” AI (e.g., Claude Code), the politics of AI (including the Trump administration's recent conflict with Anthropic), and whether the growing public hostility to AI is well-founded or misdirected. We wrap up with a big question: is it time to start panicking about AI? Henry says the time to panic was five years ago. I argue that for panic or any other emotion to be productive, it must be anchored in an accurate, evidence-based understanding of what is happening, which is missing from lots of the current discourse about AI.

Links

* Dan Williams, The Mind as a Predictive Modelling Engine: Generative Models, Structural Similarity, and Mental Representation (PhD thesis, University of Cambridge, 2018).

* Dan Williams, “Socially Adaptive Belief” (2021)

* Henry Shevlin, “Three Frameworks for AI Mentality” (2026)

* Henry Shevlin, “A Lack of Understanding: Storytelling for Robots” (2019) — Litro Magazine.

* Lake et al, “Building Machines That Learn and Think Like People” (2017)

* Matt Shumer, “Something Big Is Happening” (2026)

* Leopold Aschenbrenner, Situational Awareness: The Decade Ahead (2024)

* Joseph Heath, “Highbrow Climate Misinformation” (2025)

* Dean Ball

* Ethan Mollick

* Leopold Aschenbrenner

Transcript

(Note that this transcript is AI-edited and may contain minor mistakes).

Introducing Ourselves

Dan: Welcome back. I’m Dan Williams, and I’m back with Henry Shevlin. Today we’re going to be discussing some questions about the nature of AI as it’s developed over the past couple of months. We’re also going to be talking about the politics of AI and probably some questions about AI and public opinion — some of the backlash that appears to be brewing among certain segments of the public when it comes to AI.

But to kick things off, we’re going to do something we probably should have done in the first episode but haven’t actually done yet, which is to introduce ourselves. So Henry, to begin with — who are you?

Henry: So many different descriptors I could choose from. I think I’ll start with philosopher of cognitive science. I’m also a father, husband, son, D&D player, big video gamer, runner, cyclist — all that good stuff. But let me talk a little more about the philosopher of cognitive science side.

I’m the associate director at the Leverhulme Centre for the Future of Intelligence, Cambridge’s main AI ethics, theory, policy, and law research centre. Basically, everything except building the models. We do practical benchmarking work on capabilities, legal reviews, sociology and critical theory of AI — it’s a really big interdisciplinary centre. I’ve been there now going on nine years. I joined early 2017, all the way back when state-of-the-art AI was stuff like AlphaGo. We were created just as that story was brewing. In 2016, AlphaGo won a very surprising victory against Lee Sedol in the game of Go, which was seen by many as an almost impossible challenge for AI because of its combinatorial complexity.

It’s been amazing working in this role — having these front row seats to what I think is a unique period, not just in the history of AI, but in the history of human civilisation. In the last nine years, it really was like having a front seat in Lancashire during the Industrial Revolution, watching the development of various industrial applications.

Dan: Yeah.

Henry: Before we get more into AI, maybe a little more background. I’m from the UK, originally from Staffordshire. I was actually a classicist, believe it or not — that was my undergrad degree. Latin and Greek. I always enjoyed both the humanities side of classics and the kind of technical rigour you got from learning large sets of verb tables and so forth. I actually enjoyed that part. But during my undergrad I found myself taking more and more philosophy modules. A little bit of Plato and Aristotle to start with, but I quickly realised I was more interested in the philosophy of mind, and consciousness in particular. I got completely — I think the phrase is “nerd sniped” — completely derailed. Everything else I was interested in, consciousness just seemed to me like the most important problem anyone could work on.

Until my early twenties, I’d been operating with a somnambulant, easy physicalism, where I just assumed that science has figured out most stuff. There’s nothing that hard. Sure, no one really knows what caused the Big Bang, but we’ll just build a bigger particle collider or a bigger space telescope and figure it out one day. I certainly didn’t think there were any deep mysteries about the human brain. But running into the problem of consciousness completely shattered that worldview. I’d even say it opened up some spiritual elements I hadn’t previously considered.

Dan: Was that the focus of your PhD?

Henry: Exactly. I started out in my master’s initially planning to do metaphysics of consciousness, but then the science of consciousness kind of took over. A philosophy of cognitive science of consciousness was what my master’s and PhD were on. I was advised by my master’s advisor to go spread my wings in the US. They do things differently there. So I did my PhD in New York, and while I was there I took several classes with Peter Godfrey-Smith, who some of our listeners will know through his work on octopuses.

The key shift midway through my PhD was going from human consciousness towards animal consciousness. Two chapters of my thesis were explicitly looking at applications to animals. That’s my academic career in a nutshell.

One thing I’ll add: I did not expect to get the job in Cambridge when I applied in 2017 — firstly because you should never expect to get any academic job. I applied to seventy jobs in three months and got about three interviews. But the Cambridge job in particular, because it was an AI job and I was not by any means an AI expert. What I was an expert on was comparative cognition and animal minds. But it turned out that was exactly what they were looking for. They wanted people with expertise in animal minds to apply those skills to AI. It didn’t fully click at the time, but I was actually well suited to it.

These days I still do some work on animals — it’s still one of the most ethically impactful things I do. I’ve been a pretty much lifelong vegetarian, and I think animal welfare is such an obvious place where philosophers can and should be doing more. But there’s also a lot of cross-fertilisation on the skills side.

Dan: And we should say, some of your research looks at the topic of AI consciousness and the methodology of trying to understand consciousness in AI systems, drawing on analogies with evaluating consciousness in animals.

Henry: Exactly. Very much a two-way street — how the questions of AI consciousness and animal consciousness can engage in constructive mutual crosstalk.

On Consciousness and the Limits of Physicalism

Dan: You said you were a kind of bog-standard physicalist, came across consciousness, and that weakened your trust in physicalism. But you’re still broadly a physicalist, right?

Henry: Broadly speaking, yeah. But I think there’s a lot more uncertainty. It seems likely to me that our general scientific picture of the world is still fundamentally inadequate. I’ve talked about how I think we’re still waiting for a Kuhnian paradigm shift in consciousness — clearly the current paradigm doesn’t add up. And quantum physics itself is just super weird. Dave Chalmers has a nice line about how nobody understands quantum mechanics and nobody understands consciousness, so maybe — he calls it “minimisation of mystery” — if there’s stuff we don’t understand, at least make it one thing rather than two.

For what it’s worth, I’ve never been particularly seduced by any of the leading quantum mechanical theories of consciousness. But at the same time, I think it’s quite clear that our current model of even the physical world is inadequate. I think whatever lies on the other side of the paradigm shift is still going to be broadly physicalistic, but perhaps in ways that are not entirely commensurable with our current understanding. So yes, still broadly naturalistic and physicalistic, but at the same time a lot more humble and open-minded about the limitations of our current scientific paradigms.

Dan: Would it really be a paradigm shift, or more a transition from — to use the Kuhnian language — pre-paradigmatic intellectual inquiry to the initial emergence of a paradigm? Where it’s disorganised and chaotic and everyone has their own view, kind of like physics and metaphysics in ancient Greece. Maybe it’s more a transition from a pre-paradigmatic state than a situation where we’re moving from one paradigm to another. What do you think?

Henry: That’s absolutely right. The best analogy is biology before Darwin. You had lots of people doing interesting biology, but in isolated fields — taxonomy, “butterfly collecting” and so on. We didn’t really have a unifying paradigm for understanding speciation or even taxonomy before Darwin. Consciousness just does not have a unifying paradigm. That’s a much better way of putting it.

Dan’s Backstory and the Pivot to AI

Dan: We’ll be doing lots more episodes on consciousness. Just to say something about my backstory: I did my undergraduate at the University of Sussex from 2011 to 2014, then my master’s and PhD in Cambridge from 2014 to 2018, did a postdoc in Belgium, and then came back to Cambridge for three or four years.

Henry: And we first met around 2019. We ran a

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Erscheinungs­datum: 10.3.2026, 20:19:56