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1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasModeration: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
48:00ENA Two-Second Vote Is Training Models to Be ClickbaitModeration: Jacob EffronSurge AI CEO Edwin Chen tells Redpoint why LMArena rewards length and emojis, how one lab's models got worse for a year, and why frontier labs are no longer on the same path.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishModeration: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
57:52ENThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Moderation: Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
44:21ENMercor's CEO: Knowledge Work's Next Job Is Writing EvalsModeration: Jacob EffronBrendan Foody tells Redpoint how Mercor turned AI hiring and expert data into a $100 million round — and why he thinks a huge slice of white-collar work will become creating tests for models.
56:10ENDeepL Beat Google at Translation by Refusing to Be a General ModelModeration: Jacob EffronOnly 18 percent of the world speaks English—and a Cologne startup turned that fact into a $2 billion language-AI company.
1:10:19ENThe Robot That Folded the Laundry: Physical Intelligence’s Three FrontiersModeration: Jacob EffronKarol Hausman and Danny Driess explain how robot foundation models moved from coded primitives to web-scale pretraining, and why performance is now the hard gate.








