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Unsupervised Learning: With Jacob Effron· 16. Juli 2026PodcastCarriers Spend $200 Billion a Year. The Money Went Up the StackModeration: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
50:57ENUnsupervised Learning: With Jacob Effron· 9. Juli 2026PodcastA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberModeration: Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:06:36ENUnsupervised Learning: With Jacob Effron· 12. Juni 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Moderation: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
57:37ENUnsupervised Learning: With Jacob Effron· 10. Dez. 2025PodcastThe hot-swap era for models is over, OpenAI's enterprise product chief saysModeration: Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
59:06ENUnsupervised Learning: With Jacob Effron· 10. Sept. 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldModeration: Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
43:51ENUnsupervised Learning: With Jacob Effron· 9. Apr. 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:10:23ENUnsupervised Learning: With Jacob Effron· 17. März 2025PodcastA Million Tokens per Dollar: Why Noam Shazeer Thinks Inference Compute Is Still UntappedModeration: Jacob EffronThe Transformer co-inventor and Gemini researcher Jack Rae walk through test-time compute, Ilya Sutskever's AGI critique, and a four-year-old who now lectures his teacher about lizards.
45:06ENUnsupervised Learning: With Jacob Effron· 5. März 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearModeration: Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:24:57ENUnsupervised Learning: With Jacob Effron· 21. Jan. 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeModeration: Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
48:18ENUnsupervised Learning: With Jacob Effron· 6. Dez. 2024PodcastNoam Brown: There's No Hard Wall—Just Eight Orders of Magnitude of HeadroomModeration: Jacob EffronA ChatGPT query costs about a penny. The problems society cares about most, he says, are worth a million dollars.
1:00:10ENUnsupervised Learning: With Jacob EffronPodcastThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabModeration: Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
51:55ENUnsupervised Learning: With Jacob EffronPodcastThe Search Engine Under AI Apps: Why Bigger Context Windows Aren't EnoughModeration: Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.