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1:09:48EN
Unsupervised Learning: With Jacob Effron· 5. Dez. 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Moderation: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
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.
1:23:56ENUnsupervised Learning: With Jacob EffronPodcastA Three-Month Window: The AI 2027 Authors on Superhuman Coders, Faked Alignment and Who Ends Up in ControlModeration: Jacob EffronDaniel Kokotajlo and Thomas Larsen walk through their AI 2027 scenario, where they disagree on timelines and alignment, and what they think governments and the public should do.
1:12:15ENUnsupervised Learning: With Jacob EffronPodcastThe Open-Model Vibe Check: China, Containment, and the Data MoatModeration: Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.