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1:13:48EN
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.
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.
45:06ENUnsupervised Learning: With Jacob Effron· Mar 5, 2025PodcastMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
57:11ENUnsupervised Learning: With Jacob Effron· Jan 30, 2025PodcastA Million Tokens Cannot Write a Good JokeHost Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
1:07:32ENUnsupervised Learning: With Jacob Effron· Dec 18, 2024Podcasto1 Is a New Generation — and the Day AGI Arrives Will Feel BoringHost Jacob EffronOpenAI’s former chief research officer Bob McGrew on why o1 is a 100x leap, why agents stall on reliability, and why AGI may land as office tedium rather than a single dramatic moment.
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.
1:05:22ENUnsupervised Learning: With Jacob EffronPodcastBuild First, Optimize Later: Harrison Chase on LangChain, Evals, and the State-Machine Future of AgentsHost Jacob EffronHarrison Chase explains how LangChain grew from an orchestration layer into LangSmith and LangGraph, why evaluation datasets force product clarity, and why reliable agents look more like state machines than autonomous loops.
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.
1:04:35ENUnsupervised 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.
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.