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49:14ENHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.
51:15ENAGI Has One Problem Left: Spend a Million Times More on a TokenMagic founder Eric Steinberger tells Sequoia’s Training Data why he trains his own models, why a software engineer is the MVP of AGI, and why 96% still is not a colleague.
1:27:02ZH广密:Self-play RL 可能开启 AGI 的新 Scaling LawGast: 广密 · Moderation: 张小珺广密认为,纯靠语言预训练扩展模型的边际收益可能正在减弱,self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域,将决定下一阶段的 AGI 竞赛。
50:33ENThe 40% data-center save started with an email that ended in a question markPhaidra founder Jim Gao tells Sequoia how an AlphaGo-inspired bet at Google became reinforcement learning that runs billion-dollar plants.
46:09ENOriol Vinyals: The Days of Burning 90% of Compute on Pretraining Are NumberedModeration: Sarah Guo, Elad GilGoogle DeepMind’s VP of research on Gemini, long context, the coming shift from pretraining to RL, and why AGI may never have a finish line.
1:07:05ENAlphaGo Combined Learning and Search. Language Models Only Did the First Half.Reflection AI's Misha Laskin tells Sequoia why prompted coding agents stall in the teens, and why the missing piece is still a ground-truth reward.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathModeration: Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
14:33ENAstribot and Other Robot Demonstrations: Dexterity, Soccer and MobilityMatthew Berman · Forward FutureMatthew Berman reviews 2024 robot demonstrations, from Astribot's manipulation tasks to DeepMind soccer, Unitree flips and a legged monocycle.
56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not ImitatorsModeration: Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
9:15ENFigure 01 and Other Robot Demos: What the 2024 Clips ShowMatthew Berman · Forward FutureMatthew Berman reviews a humanoid making coffee, inexpensive robot arms and other robotics demonstrations. The clips show specific tasks, not proof of artificial general intelligence.
1:43:47ENYou Have to Run Before You Can Walk: Marc Raibert on Making Metal Look AliveGast: Marc Raibert · Moderation: Lex FridmanThe Boston Dynamics founder tells Lex Fridman why aggressive hopping beat cautious walking, how 109 Atlas falls became a method, and why robots still need a second kind of intelligence.
1:58:43ENA Worm With 302 Neurons Already Makes Trade-offs. AI Is Still on the Same Ladder.Moderation: Nathan LabenzMax Bennett maps 600 million years of brain evolution onto five breakthroughs — and asks which rungs today's models have actually reached.
21:00ENJim Fan's Foundation Agent Vision: Skills, Robot Bodies, and SimulationMatthew Berman, Jim Fan · Forward FutureMatthew Berman examines research on Minecraft agents, varied robot bodies, and simulation as steps toward more general embodied AI.
2:27:58ENIt took Atlas fourteen years to walk the way Playter wantedGast: Robert Playter · Moderation: Lex FridmanBoston Dynamics CEO Robert Playter traces thirty years from a MIT basement pogo stick to Atlas, Spot, and Stretch — and why the company still designs machines that are allowed to fall.
1:07:10ZHInstructGPT 论文精读:从人工反馈到语言模型对齐从监督微调、奖励模型到 PPO,梳理 InstructGPT 的训练流程、实验结果与局限。
2:29:21ENThe Poker Bot That Never Tried to Read a SoulGast: Noam Brown · Moderation: Lex FridmanNoam Brown tells Lex Fridman how a Nash-equilibrium bot crushed heads-up no-limit Hold'em, how Pluribus did it six-handed, and why Diplomacy required an AI that could earn human trust.
2:10:39ENDemis Hassabis: Solve Intelligence, Then Solve Everything ElseGast: Demis Hassabis · Moderation: Lex FridmanThe DeepMind CEO tells Lex Fridman why the Turing Test is the wrong exam, how AlphaFold rewrote biology, and why the quiet radio sky suggests we are probably alone.
1:56:17ENIf You Reran Earth a Million Times, Would Anything Like Us Appear?Gast: Risto Miikkulainen · Moderation: Lex FridmanRisto Miikkulainen on neuroevolution, hyena raids, basil that never sleeps, and why variation-plus-selection still finds solutions backpropagation cannot see.
2:01:07ENMichael Littman isn’t waiting for a runaway god. He’s watching us.Gast: Michael Littman · Moderation: Lex FridmanThe Brown reinforcement-learning researcher tells Lex Fridman why accidental superintelligence feels like a 747 assembling itself — and why social media, rote language, and theory of mind worry him more.
1:37:31ENThe Robot That Brought the Beer Was Being TeleoperatedGast: Sergey Levine · Moderation: Lex FridmanSergey Levine tells Lex Fridman why hardware is almost closed, why common sense has to be lived, and why offline reinforcement learning is the missing on-ramp from logs to robots that keep getting better.
2:00:32ENSlow Synapses Grow Fast Learners — Warmth Is the Harder ProblemGast: Matt Botvinick · Moderation: Lex FridmanDeepMind neuroscience director Matt Botvinick tells Lex Fridman how prefrontal cortex, meta-reinforcement learning, and dopamine research meet the human question of what a better life with AI would actually look like.
1:48:01ENDavid Silver: AlphaGo Won by Taking Human Knowledge OutGast: David Silver · Moderation: Lex FridmanThe DeepMind researcher behind AlphaGo and AlphaZero tells Lex Fridman how an unclaimed million-dollar Go prize, a BBC Micro at age seven, and a honeymoon insight led to superhuman self-play.
1:38:33ENMaybe people are rational under different assumptionsGast: Anca Dragan · Moderation: Lex FridmanAnca Dragan talks with Lex Fridman about inverse reinforcement learning, autonomous driving, and why a written reward is evidence rather than law.
1:39:56ENWhy Marcus Hutter Treats Compression as Intelligence ItselfGast: Marcus Hutter · Moderation: Lex FridmanThe DeepMind researcher behind AIXI tells Lex Fridman why a Wikipedia compression contest, Solomonoff induction, and an incomputable formula belong in the same conversation.
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