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Unsupervised Learning: With Jacob Effron· Jul 16, 2026PodcastCarriers Spend $200 Billion a Year. The Money Went Up the StackHost 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.
1:06:36ENUnsupervised Learning: With Jacob Effron· Jun 12, 2026PodcastBills Doubled Overnight. Next, the APIs Might Vanish.Host 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.
56:10ENUnsupervised Learning: With Jacob Effron· Jun 1, 2026PodcastReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardHost 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.
1:18:05ENUnsupervised Learning: With Jacob Effron· Dec 18, 2025PodcastThe Real Bottleneck in AI Research Is Compute, Not IdeasHost 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.
57:37ENUnsupervised Learning: With Jacob Effron· Dec 10, 2025PodcastThe hot-swap era for models is over, OpenAI's enterprise product chief saysHost Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:09:48ENUnsupervised Learning: With Jacob Effron· Dec 5, 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Host 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.
1:16:53ENUnsupervised Learning: With Jacob Effron· Oct 24, 2025PodcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost 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.
1:02:05ENUnsupervised Learning: With Jacob Effron· Sep 24, 2025Podcast$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathHost Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
51:08ENUnsupervised Learning: With Jacob Effron· Apr 15, 2025PodcastThe Transformer Co-Author Who Says Scaling Hit a WallHost Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
43:51ENUnsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:01:53ENUnsupervised Learning: With Jacob Effron· Mar 28, 2025PodcastOpen-source models are 5% of enterprise use — and GPT wrappers wonHost Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
1:04:54ENUnsupervised Learning: With Jacob Effron· Nov 12, 2024PodcastHe bet company equity that Transformer would last — then drew an AI map for 12,000 companiesHost Jacob EffronDatabricks chief AI scientist Jonathan Frankle tells enterprises when to prompt, fine-tune, or pre-train, and why he still refuses to forecast the next architecture.
56:10ENUnsupervised Learning: With Jacob Effron· Oct 29, 2024PodcastDeepL Beat Google at Translation by Refusing to Be a General ModelHost Jacob EffronOnly 18 percent of the world speaks English—and a Cologne startup turned that fact into a $2 billion language-AI company.
52:41ENUnsupervised Learning: With Jacob Effron· Mar 6, 2024PodcastA Broken Belt Buckle Turned Gucci's Call Center Into a Sales FloorHost Jacob EffronSalesforce AI CEO Clara Shih on Service GPT, Einstein Copilot, and why trust—not cost—is the real bar to enterprise scale.
1:06:39ENUnsupervised Learning: With Jacob Effron· Jan 9, 2024PodcastOpenAI's First DevRel Writes 90% of His Code with ChatGPT — and Says Web Agents Still Need YearsHost Jacob EffronLogan Kilpatrick on picking GPT-3.5 versus GPT-4, why plugins stalled, and why the public internet is not ready for autonomous agents.
54:44ENUnsupervised Learning: With Jacob EffronPodcastLegal Tech's Step-Function Moment: Why Legora Bet on the Last 20%Host Jacob EffronLegora CEO Max explains the $550M Series D, AI-native legal work, foundation-model competition, and the culture required to keep moving fast.
40:00ENUnsupervised Learning: With Jacob EffronPodcastThe Winds of Change: How Mistral Plans to Win the Open-Model EraHost Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.
1:00:10ENUnsupervised Learning: With Jacob EffronPodcastThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabHost 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.
1:09:00ENUnsupervised Learning: With Jacob EffronPodcastThe Meeting Is the Moat: Fireflies.ai’s Path to 16 Million UsersHost Jacob EffronKrish Ramani explains how Fireflies.ai turned AI note-taking into a meeting chief of staff, why he avoids fine-tuning, and how a startup competes with Microsoft, Zoom, and Google.
1:04:35ENUnsupervised Learning: With Jacob EffronPodcastOscar Health's AI Playbook: Translate the Bureaucracy First, Then Reinvent CareHost Jacob EffronMario, Oscar Health's CTO and co-founder, explains how a regulated insurer deploys LLMs today and what stands between healthcare and AI doctors.
54:05ENUnsupervised Learning: With Jacob EffronPodcastServal's Jake Stout on Outbuilding ServiceNow: Mirror the System of Record, Bet on Code, and Ship Before the Incumbent Can Book a MeetingHost Jacob EffronHow an AI-native employee-support startup attacks a legacy ITSM incumbent with velocity, code-generated workflows and a permissions-first architecture.
50:23ENUnsupervised Learning: With Jacob EffronPodcastOpenAI’s Platform Bet: Where AI Value Accrues, Why Open Source Trails, and When Superintelligence ArrivesHost Jacob EffronPeter Welinder explains OpenAI’s platform strategy, the case for proprietary frontier models over open source, the enterprise hallucination problem, and his speculative timeline for AGI and superintelligence.
44:53ENUnsupervised Learning: With Jacob EffronPodcastLegora's CEO on Building Legal AI That Survives the Next Model ReleaseHost Jacob EffronMax explains how Legora turns fast-moving model capabilities into end-to-end legal work, enterprise adoption, and a durable product strategy.
46:48ENUnsupervised Learning: With Jacob EffronPodcastSnowflake's AI Stack: Small Models, the Text-to-SQL Iceberg, and Why Governance Comes FirstHost Jacob EffronSnowflake head of AI Baris Gekken explains how Arctic and Cortex were built, where enterprise AI actually works today, and why precision, governance and evaluation matter more than raw model capability.Load moreShowing 24 of 25