by Redpoint Ventures
Unsupervised Learning with Jacob Effron
We probe the sharpest minds in AI in search for the truth about what’s real today, what will be real in the future and what it all means for businesses and the world. If you’re a builder, researcher or investor navigating the AI world, this podcast will help you deconstruct and understand the most important breakthroughs and see a clearer picture of reality. Follow this show and consider enabling notifications to stay up to date on our latest episodes. Unsupervised Learning is a podcast by Redpoint Ventures, an early-stage venture capital fund that has invested in companies like Snowflake, Str...
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by Redpoint Ventures
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Podcast website
Latest episode
Jul 9, 2026
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Episodes
Ep 90: AI Pioneer Jürgen Schmidhuber on the State of AI Today 09.07.2026 50:56
Dr. Jürgen Schmidhuber, a renowned scientist and AI researcher widely regarded as one of the pioneers in the field, originated key ideas behind today's transformers, LSTMs, and recursive self-improvement through his lab's work. He argues that true AGI remains bottlenecked by physical hardware, that today's AI data center investments are headed for a correction as open-source keeps pace with closed...
AI Vibe Check: Lab Wars, Why APIs Might Vanish & Future Predictions 12.06.2026 1:06:35
Six months after their last roundup, Jacob sits down with Ari Morcos (Datology AI CEO, former Meta AI researcher) and Rob Toews (Radical Ventures partner, Forbes AI columnist) to take stock of an AI landscape that has shifted dramatically: coding agents crossing the long-time-horizon threshold has turned engineers into managers of agents, near-frontier open weight AI looks like it may be disappear...
Ep 89: AI Research Legend’s Honest Assessment of Where We Are 03.06.2026 1:13:33
This episode with Lukasz Kaiser, co-author of the seminal "Attention Is All You Need" transformer paper and former researcher at both Google Brain and OpenAI, is a wide-ranging conversation about the fundamental limits of current AI architectures and whether transformers will continue to dominate or eventually give way to something new. Lukasz brings a rare dual perspective: deep belief in how far...
Ep 88: Unpacking DeepMind's Quest for SuperIntelligence with Demis Hassabis' Biographer 01.06.2026 56:09
Sebastian Mallaby spent three years and 30+ hours interviewing Demis Hassabis in the back of a British pub to write The Infinity Machine , and the conversation uses that reporting to surface the most underexplored figure in AI. Demis founded the original AI lab in 2010, won a Nobel Prize, runs models that consistently top the leaderboards, and yet remains so unrecognized that Sebastian's own publi...
Ep 87: Gemini Co-Lead on World Models, RL's Next Domains & Continual Learning 22.05.2026 59:41
Oriol Vinyals, VP of Research at Google DeepMind and co-lead of the Gemini program, joins Jacob the day after Google I/O to unpack the research underpinning Google's latest announcements and where frontier AI is heading. The conversation moves from world models (why Google has uniquely bet on them as a path to AGI, what the "GPT moment" for video and images would look like, and how they connect to...
Ep 86: Yann LeCun on Leaving Meta, Breaking The LLM Paradigm, & Why Hinton is Wrong 15.05.2026 1:21:56
Yann LeCun, Turing Award winner and former Chief AI Scientist at Meta, joins Jacob Effron. The conversation centers on Yann's contrarian thesis that LLMs are a dead-end on the path to human-level intelligence, despite being useful products — because they can't predict the consequences of their actions, can't plan, and fundamentally can't model the messy, high-dimensional real world. He unpacks his...
Ep 85: Has AI Infra Stabilized, FM Vibe Shift, & What's Next for Coding Agents 23.04.2026 54:52
This episode is a wide-ranging conversation between Jacob and Swyx (Shawn Wang), an AI engineer, podcaster, and now operator at Cognition, who sits at a uniquely informed intersection of builder, investor, and community organizer in the AI world. The two cover the current state of the AI engineering zeitgeist: from the stabilization of agent infrastructure and the surprising stickiness of Claude C...
Ep 84: OpenAI’s Chief Scientist on Continual Learning Hype, RL Beyond Code, & Future Alignment Directions 09.04.2026 58:46
Jakub Pachocki, OpenAI's Chief Scientist, sits down with Jacob to cover the full arc of where AI research stands today and where it's headed. The conversation spans the explosive growth of coding agents and what it signals about near-term AI capability, the use of math and physics benchmarks as proxies for general intelligence, how reinforcement learning is being extended beyond easily-verified do...
Ep 83: Owning the System of Record, AI-Native Org Charts, & Why ITSM is The Most Vulnerable Legacy Category 02.04.2026 54:05
Serval is one of the fastest-growing AI-native enterprise software companies right now, and this episode is a rare inside look at the deliberate architectural, go-to-market, and talent decisions behind that growth. Jake Stauch breaks down why he made the contrarian bet to build a full system of record rather than layer on top of existing tools, why ITSM is more vulnerable to AI disruption than CRM...
Ep 82: Behind Legora's $550M Raise, Model Competition, Doubling Revenue Every Quarter, & US Expansion 11.03.2026 54:29
Max Jungestål, CEO of Legora, joins Jacob Effron and Logan Bartlett to discuss the company's $550M Series D and share a candid account of what building an AI-native company at speed actually looks like from the inside. Max argues that the AI application layer requires a fundamentally different operating model than traditional SaaS, one built on low ego, constant reinvention, and a willingness to w...
Ep 81: Ex-OpenAI Researcher On Why He Left, His Honest AGI Timeline, & The Limits of Scaling RL 29.01.2026 1:02:52
This episode features Jerry Tworek, a key architect behind OpenAI's breakthrough reasoning models (o1, o3) and Codex, discussing the current state and future of AI. Jerry explores the real limits and promise of scaling pre-training and reinforcement learning, arguing that while these paradigms deliver predictable improvements, they're fundamentally constrained by data availability and struggle wit...
AI Vibe Check: The Actual Bottleneck In Research, SSI’s Mystique, & Spicy 2026 Predictions 18.12.2025 1:18:04
Ari Morcos and Rob Toews return for their spiciest conversation yet. Fresh from NeurIPS, they debate whether models are truly plateauing or if we're just myopically focused on LLMs while breakthroughs happen in other modalities. They reveal why infinite capital at labs may actually constrain innovation, explain the narrow "Goldilocks zone" where RL actually works, and argue why U.S. chip restricti...
Ep 80: CEO of Surge AI Edwin Chen on Why Frontier Labs Are Diverging, RL Environments & Developing Model Taste 15.12.2025 48:01
Edwin Chen is the founder and CEO of Surge AI, the data infrastructure company behind nearly every major frontier model. Surge works with OpenAI, Anthropic, Meta, and Google, providing the high-quality data and evaluation infrastructure that powers their models. Edwin reveals why optimizing for popular benchmarks like LMArena is "basically optimizing for clickbait," how one frontier lab's model...
Ep 79: OpenAI's Head of Product on How the Best Teams Build, Ship and Scale AI Products 10.12.2025 56:16
This episode features Olivier Godement, Head of Product for Business Products at OpenAI, discussing the current state and future of AI adoption in enterprises, with a particular focus on the recent releases of GPT 5.1 and Codex. The conversation explores how these models are achieving meaningful automation in specific domains like coding, customer support, and life sciences: where companies like A...
Ep 78: Jordan Schneider, Host of China Talk, on AI Race, Key Policy Decisions & Unpacking Geopolitical Chip Tension 05.12.2025 1:13:22
This week on Unsupervised Learning, Jacob Effron is joined by Jordan Schneider, host of China Talk, who challenges widespread assumptions about US-China AI competition. China's AI development is driven by private capital and market competition—not central government planning—with companies like DeepSeek, Alibaba, and ByteDance operating more like Silicon Valley startups than state projects. The cr...
Ep 77: Anthropic’s Dianne Na Penn on Opus 4.5, Rethinking Model Scaffolding & Safety as a Competitive Advantage 02.12.2025 42:03
This episode features Dianne Na Penn, a senior product leader at Anthropic, discussing the launch of Claude Opus 4.5 and the evolution of frontier AI models. The conversation explores how Anthropic approaches model development—balancing ambitious capability roadmaps with user feedback, making strategic bets on areas like agentic coding and computer use while deliberately avoiding others like image...
Ep 76: Sora Creators Bill Peebles, Rohan Sahai & Thomas Dimson on Their Unexpected Viral Success 03.11.2025 1:03:23
This episode features the core team behind Sora, OpenAI's groundbreaking video generation platform that became the #1 app in the App Store. Bill Peebles (research lead), Rohan Sahai (product lead), and Thomas Dimson (engineering/product lead with Instagram background) discuss the unexpected viral success of Sora's launch, the product journey that led to the breakthrough "cameo" feature (putting yo...
AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check 24.10.2025 1:16:53
This episode features Rob Toews from Radical Ventures and Ari Morcos, Head of Research at Datology AI, reacting to Andrej Karpathy's recent statement that AGI is at least a decade away and that current AI capabilities are "slop." The discussion explores whether we're in an AI bubble, with both guests pushing back on overly bearish narratives while acknowledging legitimate concerns about hype and e...
AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on AI Talent Wars, xAI’s $200B Valuation, & Google’s Comeback 24.09.2025 1:02:54
This episode features a deep dive into the current state of AI model progress with Ari Morcos (CEO of Datalogy AI and former DeepMind/Meta researcher) and Rob Toews (partner at Radical Ventures). The conversation tackles whether model progress is genuinely slowing down or simply shifting into new paradigms, exploring the role of reinforcement learning in scaling capabilities beyond traditional pre...
Ep 75: Nano Banana’s Oliver Wang and Nicole Brichtova - Behind the Breakthrough as Gemini Tops the Charts 17.09.2025 41:04
Fill out this short listener survey to help us improve the show: https://forms.gle/bbcRiPTRwKoG2tJx8 This week on Unsupervised Learning, Jacob sits down with Nicole Brichtova and Oliver Wang, the Google researchers behind "Nano Banana" - the breakthrough AI image model that achieved unprecedented character consistency and took over social media. The conversation covers how their model fits into cr...
Ep 74: Chief Scientist of Together.AI Tri Dao On The End of Nvidia's Dominance, Why Inference Costs Fell & The Next 10X in Speed 10.09.2025 58:37
Fill out this short listener survey to help us improve the show: https://forms.gle/bbcRiPTRwKoG2tJx8 Tri Dao, Chief Scientist at Together AI and Princeton professor who created Flash Attention and Mamba, discusses how inference optimization has driven costs down 100x since ChatGPT's launch through memory optimization, sparsity advances, and hardware-software co-design. He predicts the AI hardwar...
Ep 73: General Partner of Felicis Peter Deng on on AI Pricing Tactics, Reaction to GPT-5 & Why Voice is Underrated 26.08.2025 1:04:14
In this episode, Jacob sits down with Peter Deng, General Partner at Felicis and former Product Leader at OpenAI, Facebook, and Uber. Peter shares his insider perspective on building ChatGPT Enterprise in just seven weeks and leading voice mode development at OpenAI. The conversation covers everything from why traditional SaaS pricing models are broken for AI products to how evals became the new p...
Ep 72: Co-Founder of Chai Discovery Joshua Meier on 99% Faster Drug Discovery, BioTech’s AlphaGo Moment, Building Photoshop for Molecules 13.08.2025 57:15
In this episode, Jacob sits down with Joshua Meier, co-founder of Chai Discovery and former Chief AI Officer at Absci, to explore the breakthrough moment happening in AI drug discovery. They discuss how the field has evolved through three distinct waves, with the current generation of companies finally achieving success rates that seemed impossible just years ago. The conversation covers everyt...
Ep 71: CEO of TurboPuffer Simon Eskildsen on Building Smarter Retrieval, AI App Must-Have Features & Current State of Vector DBs 22.07.2025 51:08
Fill out this short listener survey to help us improve the show: https://forms.gle/bbcRiPTRwKoG2tJx8 In this episode, Simon Eskildsen, co-founder and CEO of TurboPuffer, lays out a compelling vision for how AI-native infrastructure needs to evolve in an era where every application wants to connect massive amounts of context to large language models. He breaks down why traditional databases and eve...
Ep 70: Karol Hausman and Danny Driess (Physical Intelligence) Unpack the Most Recent Breakthroughs & Path to Generalist Robots 08.07.2025 1:09:57
In this episode, Jacob sits down with Karol Hausman (Co-Founder) and Danny Driess (Research Scientist) from Physical Intelligence, two of the minds behind some of the most exciting advances in robotics. They unpack the last decade of progress in AI robotics, from early skepticism to the breakthroughs powering today’s generalist robot models. The conversation covers everything from folding laund...
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