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1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 16일팟캐스트Carriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 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.기업과 전략AI Strategy엔터프라이즈 AI+3
1:06:36EN
Unsupervised Learning: With Jacob Effron· 2026년 6월 12일팟캐스트Bills Doubled Overnight. Next, the APIs Might Vanish.진행자 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.기업과 전략AI StrategyOpen-source ecosystems+3
56:10EN
Unsupervised Learning: With Jacob Effron· 2026년 6월 1일팟캐스트Reid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the Card진행자 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.기업과 전략AI Strategy안전과 거버넌스+3
1:18:05EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 18일팟캐스트The Real Bottleneck in AI Research Is Compute, Not Ideas진행자 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.기업과 전략AI StrategyScaling Laws+3
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 5일팟캐스트China's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.진행자 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.기업과 전략GeopoliticsAI Strategy+3
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025년 10월 24일팟캐스트Karpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullish진행자 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.기업과 전략AI StrategyCompany Building+3
1:02:05EN
Unsupervised Learning: With Jacob Effron· 2025년 9월 24일팟캐스트$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 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.기업과 전략AI StrategyAI startups & small teams+3
51:08EN
Unsupervised Learning: With Jacob Effron· 2025년 4월 15일팟캐스트The Transformer Co-Author Who Says Scaling Hit a Wall진행자 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.기업과 전략엔터프라이즈 AIAI Strategy+3
43:51EN
Unsupervised Learning: With Jacob Effron· 2025년 4월 9일팟캐스트The $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion Market진행자 Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.기업과 전략AI StrategyCompany Building+3
1:01:53EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 28일팟캐스트Open-source models are 5% of enterprise use — and GPT wrappers won진행자 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.기업과 전략Product-Market FitAI Strategy+3
45:06EN
Unsupervised Learning: With Jacob Effron· 2025년 3월 5일팟캐스트Mike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a Year진행자 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.인프라와 배포AI StrategyOpen-weight models+3
57:11EN
Unsupervised Learning: With Jacob Effron· 2025년 1월 30일팟캐스트A Million Tokens Cannot Write a Good Joke진행자 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.평가와 관측 가능성평가(Evals)Benchmarks+3
1:07:32EN
Unsupervised Learning: With Jacob Effron· 2024년 12월 18일팟캐스트o1 Is a New Generation — and the Day AGI Arrives Will Feel Boring진행자 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.모델과 학습Reasoning & test-time compute에이전트 엔지니어링+3
52:41EN
Unsupervised Learning: With Jacob Effron· 2024년 3월 6일팟캐스트A Broken Belt Buckle Turned Gucci's Call Center Into a Sales Floor진행자 Jacob EffronSalesforce AI CEO Clara Shih on Service GPT, Einstein Copilot, and why trust—not cost—is the real bar to enterprise scale.기업과 전략엔터프라이즈 AIAI Strategy+3
1:06:39EN
Unsupervised Learning: With Jacob Effron· 2024년 1월 9일팟캐스트OpenAI's First DevRel Writes 90% of His Code with ChatGPT — and Says Web Agents Still Need Years진행자 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.기업과 전략AI StrategyPrompting & in-context learning+3
1:05:22EN
Unsupervised Learning: With Jacob Effron팟캐스트Build First, Optimize Later: Harrison Chase on LangChain, Evals, and the State-Machine Future of Agents진행자 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.제품과 UXCompany BuildingAI startups & small teams+3
54:44EN
Unsupervised Learning: With Jacob Effron팟캐스트Legal Tech's Step-Function Moment: Why Legora Bet on the Last 20%진행자 Jacob EffronLegora CEO Max explains the $550M Series D, AI-native legal work, foundation-model competition, and the culture required to keep moving fast.기업과 전략Company BuildingAI startups & small teams+3
40:00EN
Unsupervised Learning: With Jacob Effron팟캐스트The Winds of Change: How Mistral Plans to Win the Open-Model Era진행자 Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.기업과 전략Open-source ecosystemsAI Strategy+3
1:00:10EN
Unsupervised Learning: With Jacob Effron팟캐스트The Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison Lab진행자 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.기업과 전략AI startups & small teamsCompany Building+3
1:04:35EN
Unsupervised Learning: With Jacob Effron팟캐스트Oscar Health's AI Playbook: Translate the Bureaucracy First, Then Reinvent Care진행자 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.기업과 전략AI in healthcare엔터프라이즈 AI+3
50:23EN
Unsupervised Learning: With Jacob Effron팟캐스트OpenAI’s Platform Bet: Where AI Value Accrues, Why Open Source Trails, and When Superintelligence Arrives진행자 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.기업과 전략AGI TimelinesAI Strategy+3
44:53EN
Unsupervised Learning: With Jacob Effron팟캐스트Legora's CEO on Building Legal AI That Survives the Next Model Release진행자 Jacob EffronMax explains how Legora turns fast-moving model capabilities into end-to-end legal work, enterprise adoption, and a durable product strategy.기업과 전략엔터프라이즈 AIProduct Strategy+3