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 69: Co-Founder of Databricks & LMArena on Current Eval Limitations, Why China is Winning Open Source and Future of AI Infrastructure 17.06.2025 54:57
Ion Stoica helped define the modern data stack. Now he’s coming for AI evaluation. From co-founding Databricks and Anyscale to launching LMArena, Ion has shaped the infrastructure underlying some of the biggest shifts in computing. In this conversation, he unpacks what most people get wrong about model evaluation, the infrastructure challenges ahead for agents and heterogeneous compute, and why he...
Ep 68: CEO of Mercor Brendan Foody on Evals Replacing Knowledge Work, AI x Hiring Today & the Future of Data Labeling 04.06.2025 44:03
Brendan Foody is the co-founder and CEO of Mercor, a company building the infrastructure for AI-native labor markets. Mercor’s platform is already used by top AI labs to label data, evaluate human and AI candidates, and make performance-driven hiring decisions. They’re operating at the intersection of recruiting, evals, and foundation model development—helping companies shift from intuition to...
Ep 67: Max Junestrand (CEO, Legora) on Differentiating and Pricing AI Apps & How the Legal Industry Will Evolve 27.05.2025 44:09
Jacob and Logan sit down with Max Junestrand, founder and CEO of Legora - a rapidly growing legal AI platform (and Redpoint portfolio company). After announcing their Series B last week, Max joined the show to discuss why law is uniquely suited for AI, what it takes to scale an enterprise-ready product across global markets, and a few crazy moments from Legora’s journey so far. They dig into produ...
Ep 66: Member of Technical Staff at Anthropic Sholto Douglas on Claude 4, Next Phase for AI Coding, and the Path to AI Coworkers 22.05.2025 57:45
Sholto Douglas, a Member of Technical Staff at Anthropic, joined Unsupervised Learning to break down why coding is the clearest early signal of model progress, how AI agents are already accelerating research, and what it’ll take to unlock real-world breakthroughs in fields like biology and robotics. (0:00) Intro (0:48) Claude 4 (1:30) Capabilities and Improvements (2:29) Practical Applications a...
Ep 65: Co-Authors of AI-2027 Daniel Kokotajlo and Thomas Larsen On Their Detailed AI Predictions for the Coming Years 14.05.2025 1:23:27
The recent AI 2027 report sparked widespread discussion with its stark warnings about the near-term risks of unaligned AI. Authors @Daniel Kokotajlo (former OpenAI researcher now focused full-time on alignment through his nonprofit, @AI Futures, and one of TIME’s 100 most influential people in AI) and @Thomas Larsen joined the show to unpack their findings. We talk through the key takeaways from t...
Ep 64: GPT 4.1 Lead at OpenAI Michelle Pokrass: RFT Launch, How OpenAI Improves Its Models & the State of AI Agents Today 08.05.2025 47:12
In this episode, I sit down with Michelle Pokrass, who leads a research team at OpenAI within post-training focused on improving models for power users: developers using OpenAI models in the API and power users in ChatGPT. We unpack how OpenAI prioritized instruction-following and long context, why evals have a 3-month shelf life, what separates successful AI startups, and how the best teams are f...
Ep 63: Khan Academy Founder/CEO on Salman Khan on Classrooms in 20 years, Rolling out to 1.4M Users & Sal’s Hopes for AI Education 29.04.2025 50:53
When Khan Academy launched Khanmigo, Salman Khan thought they might reach 100k users by 2025. Today, they’re at 1.4 million. 🎧 Sal joined us on Unsupervised Learning to talk about AI's role in education— from the vantage point of someone deploying it at scale. As founder of Khan Academy, he’s overseen the rollout of AI tools to over a million teachers and students, giving him a front-row seat to...
Ep 62: CEO of Cohere Aidan Gomez on Scaling Limits Emerging, AI Use-cases with PMF & Life After Transformers 15.04.2025 50:44
Aidan joined this week’s Unsupervised Learning for a wide-ranging conversation on model architectures, enterprise adoption, and what’s breaking in the foundation model stack. If you’re building or investing in AI infrastructure, Aidan is worth listening to. He co-authored the original Transformer paper, leads one of the most advanced model labs outside of the hyperscalers, and is now building for...
Ep 61: Redpoint’s AI Investors Break Down What Separates Enduring AI Companies from the Hype 09.04.2025 43:28
At Redpoint’s annual meeting with investors, Redpoint partners Scott Raney, Alex Bard, Patrick Chase and Jacob Effron shared unfiltered thoughts on some of the most topical questions in AI today, where value will accrue, which industries are best positioned for defensibility at the application layer, and more. (0:00) Intro (0:39) AI Investment Landscape (1:30) Market Projections (3:25) Strategic...
Ep 60: Swyx and Alessio (Latent Space) on What has PMF Today, Google is Cooking & GPT Wrappers are Winning 28.03.2025 1:01:30
To unpack some of the most topical questions in AI, I’m joined by two fellow AI podcasters: Swyx and Alessio Fanelli, co-hosts of the Latent Space podcast. We’ve been wanting to do a cross-over episode for a while and finally made it happen. Swyx brings deep experience from his time at AWS, Temporal, and Airbyte, and is now focused on AI agents and dev tools. Alessio is an investor at Decibel, whe...
Ep 59: OpenAI Product & Eng Leads Nikunj Handa and Steve Coffey on OpenAI’s New Agent Development Tools 25.03.2025 44:37
Two weeks ago, OpenAI released its set of tools to help developers build agentic systems. Today on Unsupervised Learning, Nikunj Handa (Product Lead) and Steve Coffey (Eng Lead) answer some of the biggest questions around how developers should be thinking about building in the agentic paradigm in 2025. (0:00) Intro (0:53) OpenAI’s Vision for Consumer Interaction (4:51) Building Multi-Agent Syste...
Ep 58: Google Researchers Noam Shazeer and Jack Rae on Scaling Test-time Compute, Reactions to Ilya & AGI 17.03.2025 1:09:28
On the latest episode of Unsupervised Learning, Jacob is joined by two of the most influential minds in AI today. 🔹 Noam Shazeer, co-inventor of the Transformer 🔹 Jack Rae, Research Director at DeepMind and one of the leads behind Gemini’s Flash Thinking We got to ask them all of the top-of-mind questions in AI today about where we are, where we’re headed and what it means for businesses and th...
Ep 57: Former CTO of Meta Mike Schroepfer on the Path to Powering the AI Revolution 05.03.2025 44:47
On today’s Unsupervised Learning, Mike Schroepfer (ex-CTO of Meta and founder of Gigascale Capital ) reveals why energy is a key bottleneck holding AI progress back. Mike discusses how we can scale energy production to democratize AI globally and explores AI’s role in climate change. He also reflects on a decade as Meta’s CTO and how AI coding is transforming the CTO role. Finally, he offers predi...
Ep 56: Distinguished Engineer at Waymo Vincent Vanhoucke Unpacks the Breakthroughs and Bottlenecks of Self-Driving 26.02.2025 1:13:01
Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. The company operates a 24/7 public ride-hail service and provides over 150,000 trips each week across San Francisco, Los Angeles, Phoenix, and Austin, making mobility more accessible, sustainable, and safer for everyone. In this week’s episode of Unsupervised Learning, we dive deep into the fr...
Ep 55: Head of Amazon AGI Lab David Luan on DeepSeek’s Significance, What’s Next for Agents & Lessons from OpenAI 19.02.2025 43:49
David is an OG in AI who has been at the forefront of many of the major breakthroughs of the past decade. His resume: VP of Engineering at OpenAI, a key contributor to Google Brain, co-founder of Adept, and now leading Amazon’s SF AGI Lab. In this episode we focused on how far test-time compute gets us, the real implications of DeepSeek, what agents milestones he’s looking for and more. [0:00] Int...
Ep 54: Princeton Researcher Arvind Narayanan on the Limitations of Agent Evals, AI’s Societal Impact & Important Lessons from History 30.01.2025 57:09
Arvind Narayanan is one of the leading voices in AI when it comes to cutting through the hype. As a Princeton professor and co-author of AI Snake Oil, he’s one of the most thoughtful voices cautioning against both unfounded fears and overblown promises in AI. In this episode, Arvind dissects the future of AI in education, its parallels to past tech revolutions, and how our jobs are already shiftin...
Ep 53: SemiAnalysis Founder Dylan Patel on New AI Regulations, Future of Chinese AI & xAI’s Scrappy Surge to Hyperscale 21.01.2025 1:24:15
In this episode of Unsupervised Learning, we sit down with Dylan Patel, Chief Analyst at SemiAnalysis, to break down what these sweeping changes really mean. From how they consolidate power among Big Tech to China's narrowing options for AI dominance, we unpacked the impact of this regulatory shift. Follow SemiAnalysis: https://semianalysis.com/ [0:00] Intro [1:07] Grading the AI Diffusion Rule...
Ep 52: Marc Benioff Responds to Satya and Unpacks the Agentic Era 10.01.2025 39:57
In this cross-over episode with The Logan Bartltett Show, Marc Benioff (CEO, Salesforce) responds to Satya Nadella’s recent predictions and shares his thoughts on the current reality of Agi. He dives into the rise of digital labor, the multi-trillion-dollar potential of agentic technology, and what the future split between software and agentic revenue might look like. Marc also discusses why CEOs...
Ep 51: Former Chief Research Officer of OpenAI Bob McGrew - What Comes Next for AI? 18.12.2024 1:07:32
In our new world of AI, few minds shine as brightly as Bob McGrew's. Until November Bob was the Chief Research Officer at OpenAI, and before that led Palantir’s engineering and product management for the first decade of its existence. He’s seen it all and we were fortunate to get his insights and vision for the future in one of my favorite episodes of Unsupervised Learning to date: [0:00] Intro...
Ep 50: Fireworks CEO Lin Qiao on Why There Won’t be a Single Model, Will Hyperscalers Win Inference & AI Use-cases with PMF 16.12.2024 55:49
Lin Qiao, the co-founder of Fireworks.ai, sits down for a deep dive into the future of AI. Lin ran the PyTorch team at Meta, which developed some of the most fundamental open-source AI software in use today. She’s got a riveting perspective on the AI landscape that is a must-listen. [0:00] Intro [1:06] Fireworks: Revolutionizing AI Inference [2:12] Challenges in AI Model Development [4:05] The F...
Ep 49: OpenAI Researcher Noam Brown Unpacks the Full Release of o1 and the Path to AGI 06.12.2024 47:12
Noam Brown, renowned AI researcher and key figure at OpenAI, joins us for a deep dive into the o1 release. Recorded just one day before o1’s full public debut, this episode explores the groundbreaking advancements and challenges behind this innovative test-time compute model. We discuss the technical breakthroughs that set o1 apart, its unique capabilities compared to previous models, and how it d...
Ep 48: Co-Founder/CEO of LiveKit Russ d'Sa on the Best ChatGPT Voice Use-Cases, New UX Paradigms in AI, and When Voice Makes Sense 19.11.2024 45:28
For this episode of Unsupervised Learning we spoke with Russ d'Sa, co-founder of LiveKit, a company at the forefront of voice AI technology. Russ thinks of LiveKit as a “nervous system,” powering the sensory interfaces humans use to interact with AI – including the Advanced Voice feature in ChatGPT as well as applications like Character.ai, Spotify and many more. Russ talked about when voice make...
Ep 47: Chief AI Scientist of Databricks Jonathan Frankle on Why New Model Architectures are Unlikely, When to Pre-Train or Fine Tune, and Hopes for Future AI Policy 12.11.2024 1:04:25
Jonathan Frankle is the Chief AI Scientist at Databricks ($43B), which he joined through the acquisition of MosaicML in July 2023. Databricks has over 12,000 customers on the cutting edge of AI; Jonathan works to anticipate their needs and offer solutions even as the tech is rapidly evolving. [0:00] Intro [0:52] Incentives and Team Motivation at Databricks [2:40] The Evolution of AI Models: Tran...
Ep 46: CEO of DeepL Jarek Kutylowski on Specialized vs. General Models, Beating Google and a Future with Synchronous Translation 29.10.2024 56:10
I sat down with DeepL cofounder Jarek Kutylowski. DeepL is a comprehensive Language AI platform that enables organizations to communicate effectively across languages, cultures, and markets. Jarek shared a treasure trove of insights on the past, present, and future of AI translation. Here were some standout moments: [0:00] Intro [0:38] The Rise of AI and DeepL's Journey [1:41] DeepL's Competitiv...
Ep 45: Founder & CEO of HeyGen Josh Xu on TikTok’s GenAI Dilemma, Trust and Safety and the Path to Interactive Avatars 15.10.2024 51:46
Joshua Xu is co-founder and CEO of HeyGen -- the fast-growing AI video creation and translation platform. You can upload a video, or create a new one from a script using an AI avatar as your star, and HeyGen will translate it into 175 languages. HeyGen now serves over 40,000 customers and is generating $35+ million in revenue. [0:00] Intro [0:37] HeyGen's Viral Moments [1:23] Creating Magic...
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