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Unsupervised Learning: Redpoint's AI Podcast · Technology

Unsupervised Learning: With Jacob Effron

On Unsupervised Learning 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. Subscribe to this show 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, Stripe, and Mistral. Hosted by Redpoint investor Jacob Effron alongside Patrick Chase, Jordan Segall and Erica Brescia.

Episodes

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AI Round-up: Karpathy Reactions, OpenAI’s Dealmaking, & Bubble Reality Check

24 Oct 2025
1h 16m
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The AI industry currently faces a critical tension between massive capital expenditure on data center infrastructure and the immediate, practical utility of models. While Andrej Karpathy’s recent skepticism highlights the gap between current model performance and the promise of fully autonomous agents, the industry rem...

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AI Talent Wars, xAI’s $200B Valuation, & Google’s Comeback

24 Sep 2025
1h 2m
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In this AI-focused podcast episode, Jacob hosts Ari Morcos and Rob Toews to discuss current trends and debates in the AI landscape. They delve into whether model progress is slowing, with Ari disagreeing and Rob arguing that it is, particularly regarding raw intelligence gains. They explore the rise of RL environments,...

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Google's Nano Banana Team: Behind the Breakthrough as Gemini Tops the Charts

17 Sep 2025
42m
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The podcast explores Google's new image model, Nano Banana, and its capabilities in character consistency and image quality. Nicole Brichtova and Oliver Wang from Google discuss user applications, including turning photos into figurines and colorizing old photos. They address feature requests like higher resolution and...

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Tri Dao: The End of Nvidia's Dominance, Why Inference Costs Fell & The Next 10X in Speed

10 Sep 2025
59m
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In this episode of Unsupervised Learning, Jacob Effron interviews Tri Dao, a leading AI researcher and Chief Scientist at Together. They discuss the future of AI hardware, potential competitors to NVIDIA, and the stability of AI architectures for chip design. Tri shares his insights on optimizing models, the role of ab...

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Scale Expert on AI Pricing Tactics, Reactions to GPT-5 & Why Voice is Underrated

26 Aug 2025
1h 4m
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In this episode of Unsupervised Learning, Jacob Effron interviews Peter Deng, a product leader and investor with experience at companies like Uber, Facebook, and OpenAI. They discuss the future of product management in the age of AI, focusing on how AI changes traditional roles and what new models might emerge. Deng sh...

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AI Bio Expert: 99% Faster Drug Discovery, BioTech’s AlphaGo Moment, Building Photoshop for Molecules

13 Aug 2025
57m
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In this episode of Unsupervised Learning, Jacob interviews Joshua Meier, CEO of Chai Discovery, about the current state and future of AI in biology and drug discovery. They discuss the evolution of AI models from protein structure prediction to de novo design, the different waves of AI bio companies, and the impact of ...

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The Infrastructure Company Powering the Top AI Apps

22 Jul 2025
51m
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In this episode of Unsupervised Learning, Simon Eskildsen, CEO of TurboPuffer, discusses the evolution of vector databases and their role in AI applications. He explains how TurboPuffer addresses the challenges of connecting large amounts of data to LLMs, emphasizing the importance of scale, cost, recall, ACLs, and per...

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2 Robotics Pioneers Unpack the Path to Generalist Robots

08 Jul 2025
1h 10m
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In this episode of Unsupervised Learning, Jacob Effron interviews Karol Hausman, CEO and co-founder, and Danny Driess, a key researcher at Physical Intelligence, about the advancements and challenges in AI robotics. They discuss the evolution from task-specific algorithms to foundation models capable of generalizing ac...

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Databricks Co-Founder: Eval Limitations, Why China is Winning Open Source and Future of AI Infra

17 Jun 2025
54m
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In this interview, Ion Stoica, co-founder of Databricks, AnyScale, and LLMarena, discusses the launch of LLMarena, a company focused on AI model evaluations, stemming from a project at Berkeley. Stoica explains the company's vision to create dynamic, user-preference-driven benchmarks to combat contamination in static b...

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Mercor CEO: Evals Will Replace Knowledge Work, AI x Hiring Today & the Future of Data Labeling

04 Jun 2025
44m
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In this interview podcast, Brendan Foody, CEO of Mercor, discusses the current state and future of AI in talent evaluation and labor markets. He highlights AI's increasing accuracy in assessing candidates through text-based data like resumes and interview transcripts, and the importance of reasoning models. The convers...

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A Masterclass in Building AI Applications From Legora's CEO

27 May 2025
44m
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Claude 4, Next Phase for AI Coding, and the Path to AI Coworkers

22 May 2025
57m
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AI 2027 Co-Authors Map Out AI’s Spread of Outcomes on Humanity

14 May 2025
1h 23m
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RFT Launch, How OpenAI Improves Its Models & the State of AI Agents Today

08 May 2025
47m
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In this episode of Unsupervised Learning, Jacob Effron interviews Michelle Pokrass, a key figure behind GPT-4.1 at OpenAI. They discuss the model's focus on real-world utility and developer experience, moving beyond benchmark optimization by gathering feedback directly from users and startups to identify areas for impr...

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Khan Academy Founder: Predictions About the Future of AI Education

29 Apr 2025
51m
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Aidan Gomez: Scaling Limits Emerging, AI Use-cases with PMF & Life After Transformers

15 Apr 2025
51m
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4 AI Investors on What Separates Enduring AI Companies from the Hype

09 Apr 2025
43m
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What has PMF Today, Google is Cooking & GPT Wrappers are Winning | With Latent Space

28 Mar 2025
1h 1m
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Inside OpenAI's New Agent Development Tools

25 Mar 2025
45m
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This episode explores the evolving landscape of AI agents and their integration into various applications. Against the backdrop of OpenAI's recent releases, the discussion centers on the long-term vision for consumer interaction with agents over the next 5-10 years, envisioning their seamless embedding into everyday pr...

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Noam Shazeer and Jack Rae: Scaling Test-time Compute, Reactions to Ilya & AGI

17 Mar 2025
1h 10m
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