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2:49:35ZH → EnglishPan Jiayi on R1, o1, and Kimi K1.5: How Reinforcement Learning Teaches Models to ReasonGuest 潘嘉怡 · Host 张小珺Berkeley PhD candidate Pan Jiayi walks through reasoning-model reports from DeepSeek, OpenAI, and Kimi, unpacking long chains of thought, GRPO, reward design, and distillation. R1-Zero’s “aha moment” shows how reasoning strategies can emerge through reinforcement learning.
26:28ENAPI prices fell 200x. The LLM table still is not set.Host Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.








