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50:57ENA 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.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardModeration: Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:21:56ENYann LeCun Left Meta Because LLMs Will Not Get You to IntelligenceModeration: Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.
1:10:23ENA 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.
44:34ENThe Cheaper Intelligence Gets, the More of It We'll BuyModeration: Jacob EffronAmazon AGI Lab head David Luan on what DeepSeek actually meant, why next-token prediction is not enough, and why agents are still stuck on reliability.
48:18ENNoam 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.