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56:31ENPost-Training Wins Inference: Why Owning the Weights Beats Betting on One LabPresenta: Jacob EffronApplied Compute CEO Yash Patil argues that control, private evals, and post-training on the biggest workloads matter more than fearing that frontier labs will turn malicious.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Presenta: 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.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Presenta: 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.
54:53ENA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Presenta: Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearPresenta: 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.
1:24:57ENA 50,000-GPU cap and a 1,700-chip loopholePresenta: 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.
40:00ENThe Winds of Change: How Mistral Plans to Win the Open-Model EraPresenta: Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.
1:12:15ENThe Open-Model Vibe Check: China, Containment, and the Data MoatPresenta: Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.
50:23ENOpenAI’s Platform Bet: Where AI Value Accrues, Why Open Source Trails, and When Superintelligence ArrivesPresenta: 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.









