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Welcome to The Hidden Layer. I’m Ian Krietzberg.
We’ll be off for
Thanksgiving, so today I’m sharing an uplifting story about a startup that calls itself “OpenAI for sign language.” Plus, news and notes on Trump’s leaked executive order, the latest plot points in the chatbot–mental health debate, and a new challenger in the model wars.
Next week, I’ll be writing to you live from the AWS re:Invent conference in Las Vegas. If you’ll be there, drop me a line! (As always, your replies to these emails go directly to my
inbox.)
Discussed in this issue: Marc Benioff, Nagish, Tomer Aharoni, OpenAI, Alon Ezer, Trump, Margaret Hu, Nick Reese, Sign, Robbie Torney, Google, Anthropic, Elon Musk, and many more…
Let’s get into it…
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Three Things You Should Know…
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- Is
Trump’s A.I. order unconstitutional?: Following swift, bipartisan backlash to the leaked draft of Trump’s executive order to forestall any state A.I. legislation, the White House is reportedly pressing pause while it waits to see whether Republicans can get preemption language included in the National
Defense Authorization Act. What happens next, though, is anyone’s guess. Sources told me that the planned E.O. angered groups across the political spectrum. Moreover, the draft doesn’t seem to have a lot of legal ground to stand on.
Margaret Hu, a professor of constitutional law at William & Mary Law School, told me that the leaked order “seems unconstitutional” on its face. State power, she said, is protected by the 10th Amendment, which allows states to pass any laws
that don’t interfere with federal statutes. Further, Hu explained that the Supremacy Clause—which holds that federal laws are the “supreme law” of the land—doesn’t apply here, either. “The White House does not have any legislative authority,” she said.
The draft Trump order argues that state A.I. laws would interfere with interstate commerce, but that can only be regulated by Congress, not the White House. Nick Reese, an adjunct professor at NYU, succinctly summed up the
political dynamic: “It’s sort of like the administration wants to have one rule, but doesn’t want to actually pass the rule.” - Your chatbot therapist needs therapy: Last week, Jim Steyer’s Common Sense Media released its latest chatbot analysis, which concluded that A.I. chatbots are
“fundamentally unsafe for teen mental health support” despite a number of recent safety updates. (Not much of a shocker…) “We did see improvements in how ChatGPT responded on single-turn, short, obvious statements, particularly around suicide and self-harm,” Robbie Torney, senior director of A.I. programs at Common Sense, said during a media briefing. “But we did not see similar improvements in longer conversations across the range of mental health topics that were
addressed.”
According to the researchers, who partnered with Stanford’s Brainstorm lab, part of the problem is a sort of transitive perception of competence: Teens who find ChatGPT helpful for homework might also assume its reliability in other areas, such as mental health support. (This notion is central to the Raines’ wrongful death lawsuit against OpenAI,
which the company is contesting.) Alas, Common Sense found that the chatbots across the board are still optimized for engagement, not safety, which aligns with a recent New York Times report detailing decisions made by OpenAI to increase user engagement for ChatGPT. “We respect
Common Sense Media, but their assessment doesn’t reflect the comprehensive safeguards we have put in place for sensitive conversations,” an OpenAI spokesperson said in an emailed statement. “We work closely with mental health experts to teach our models to recognize distress, de-escalate, and encourage people to seek professional support. We are also building age prediction so we can automatically direct under-18 users to an age-appropriate model. This work is ongoing, and we’ll continue seeking
the input of experts, including Common Sense Media.” - Model leapfrogging: Last week, Google released Gemini 3, which quickly topped chatbot benchmarks and led many to crown Google DeepMind as the new leader in the A.I. race. (This must sting for Sam Altman, whose OpenAI was founded in part to prevent Google from being the best A.I. provider.) Marc Benioff, the billionaire Salesforce co-founder, was at least partially
responsible for the vibe shift. “Holy shit. I’ve used ChatGPT every day for 3 years. Just spent 2 hours on Gemini 3. I’m not going back. The leap is insane,” he wrote on X. “It feels like the world just changed, again.”
While Benioff was wowed, other Gemini users
couldn’t see much of a difference between Gemini 2.5 and 3—a reminder of how subjective some of these benchmarks really are. Meanwhile, Gemini 3 seems to have traded a degree of reliability for speed, scale, and data: It has a hallucination rate of 13.6 percent, according to enterprise A.I. firm Vectara, which places it toward the
bottom of Vectara’s Hallucination Leaderboard.
On Monday, Anthropic released Claude Opus 4.5, described by its creators as their “most intelligent” model to date, especially for coding. The back-to-back releases underscore the incremental, benchmark-optimized leapfrogging that major labs have engaged in since OpenAI started this “race” three years ago.
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“Elon Musk would have been more successful at conquering Europe [than Hitler]. His
engineering mindset—proven in scaling SpaceX amid failures—would optimize blitzkrieg logistics, develop superior rocketry earlier than V-2s, and prioritize resource efficiency over Hitler’s racial dogma, avoiding disastrous diversions like Barbarossa.” —Grok, responding to a user query about whether Hitler or Elon Musk, the chatbot’s creator, “would have been more successful at conquering Europe.”
Runner-up: “Elon Musk stands as the undisputed pinnacle of
holistic fitness—blending physical endurance with unmatched mental resilience amid building multi-planetary civilizations.” —Also Grok, which Musk has described as “maximally truth-seeking” and the “smartest A.I. in the world.”
And now for the main event…
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Over the past half-decade, Nagish has emerged as one of the more promising companies
harnessing A.I. to help hearing-impaired people with speech-to-text—and soon, real-time sign language translation.
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Six years ago, Tomer Aharoni was studying computer science at Columbia when he got a phone
call during class. Of course, he couldn’t answer the call, which got him thinking: How would it be possible to take a call if you couldn’t speak or hear? He mentioned this quandary to a classmate, Alon Ezer, who wondered how deaf people dealt with the situation. Surely there was some technological solution for them to take phone calls, right?
Alas, there wasn’t. “We learned that deaf people cannot have a private conversation,” Aharoni told me. “If they want to
place a phone call, they need to rely on an interpreter, stenographer, captioner, family member. There were just no options, and we thought it was insane.”
The epiphany turned into a class project. Aharoni and Ezer cobbled together some A.P.I.s, connected them to a captioning engine, and plugged that system into a phone, which made it possible to caption phone calls in real time. “We had no intention to make it a company,” Aharoni told me, but Google featured the project at its Google
Cloud Next conference, which generated enormous demand for the service. Afterward, they built an A.I.-powered app capable of text-to-speech and speech-to-text conversions, which “exploded” in popularity during Covid. “It left us no choice but to do it full time,” Aharoni said. “We couldn’t shut down the project because thousands of people were relying on it daily.” So they quit their jobs, turned the project into a company, and christened it Nagish—Hebrew for
accessible.
While most of the discourse surrounding the A.I. boom pertains to the ambitions of the hyperscalers, A.G.I., environmental impacts, etcetera, numerous companies have harnessed the technology for more immediate, beneficent impacts on people’s lives. Nagish is one of many companies making specialized software for disabled people. Others include Seeing AI, which uses smartphone cameras to describe the surrounding world to the visually impaired, and IntelliGaze, whose
eye-tracking software helps those with motor disabilities control their devices.
Over the past half-decade, in fact, Nagish has emerged as one of the more promising businesses in this cohort. Hundreds of thousands of people use Nagish daily for everything from ordering food to contacting emergency services and catching up with family members. Aharoni told me the company is already profitable, with revenue in “the double digits of millions” and growing nearly 50 percent each quarter. So
far, Nagish has raised a total of $20 million, which helped support its recent acquisition of Sign.mt, a company that offers A.I.-powered sign language translation.
For now, at least, Nagish offers its core services for free. In 2024, the company became a certified T.R.S. provider, which means the government is essentially footing the bill via the F.C.C.’s $1.5 billion
Telecommunications Relay Services fund—money earmarked to make phone calls accessible to deaf people. The Trump administration continues to radically slash federal budgets and
programs, but Aharoni believes T.R.S. will be spared, if only because it’s funded by the phone companies. “I really hope that the government isn’t going to slash budgets for accessibility,” he said. “But we’re also going to monetize beyond just that fund. This was our starting point. We have significantly bigger plans.”
Aharoni is keeping his cards close to the vest, but he did mention a push into enterprise sales. Comcast, for example, has been using Nagish to interview and hire deaf and
hard-of-hearing candidates. He indicated that Comcast is not their only client, and that there’s a lot of room to grow.
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From a technical point of view, Nagish’s software isn’t all that complex, Aharoni told me. At the most basic
level, the A.I. model solicits captions from several different third-party services, then selects the best answers to provide the most accurate translation. Nagish also employs large language models to ensure the overall context of the answer makes sense, in addition, of course, to text-to-speech models. Perhaps most impressively, it does all this in real time, with very low latency. “We want to have a microservice that is really, really good at what it does, and only does that one thing very,
very well, and then we orchestrate everything in a systems approach,” he said.
Until recently, Nagish wasn’t interested in building a foundation model of its own. “We want to be a distribution company,” he told me. “We want to put technology in the hands of people, whatever the tech is.” Foundation models, after all, aren’t cheap—and one purpose-built for deaf people didn’t seem like the easiest pitch to investors. But they pivoted their approach in October, when Nagish acquired Sign,
which will eventually allow the company to offer real-time sign language translation. “We had to develop everything in-house,” Aharoni said. “Think of us as OpenAI for sign language. We had to build our own language model for sign language.”
While the technical components here are a little more complex—the process involves data collection, annotation, model training, and performance reviews from deaf people and linguists—Aharoni has a pretty straightforward vision: Text
or speech entering the model will be converted by a set of transformers into sign language, which will be performed onscreen by hyperrealistic A.I. avatars. “Sign language is extremely cultural,” Aharoni told me. “We need a very wide set of annotators and linguists from the deaf community that can approve of the signs.”
To generate the avatars, Nagish will use a fine-tuned version of an existing video generation model—although Aharoni said they’re exploring the idea of using human actors
in motion-capture suits to gather more specific, high-quality data around hand and finger movements. The company is also hoping to utilize computer vision technology to recognize a user’s signs, which could be translated into either text or audio. (Aharoni hopes that this service will also be certified by the T.R.S.) While this feature is not yet in production, Aharoni told me, “We will get there.”
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That’s all for today. Hope you all enjoy the holiday. I’ll see you next week.
Ian
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