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1:09:48EN
Unsupervised 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.
1:24:57ENUnsupervised Learning: With Jacob Effron· Jan 21, 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeHost Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
1:23:56ENUnsupervised Learning: With Jacob EffronPodcastA Three-Month Window: The AI 2027 Authors on Superhuman Coders, Faked Alignment and Who Ends Up in ControlHost Jacob EffronDaniel Kokotajlo and Thomas Larsen walk through their AI 2027 scenario, where they disagree on timelines and alignment, and what they think governments and the public should do.
1:12:15ENUnsupervised Learning: With Jacob EffronPodcastThe Open-Model Vibe Check: China, Containment, and the Data MoatHost Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.