Ep 76: Ari Morcos From Datalogy AI And Rob Toews From Radical VC On AI Talent Wars, XAI’s $200B Valuation, & Google’s Comeback Unsupervised Learning podcast

Content provided by Redpoint Ventures and By Redpoint Ventures. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Redpoint Ventures and By Redpoint Ventures or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Unsupervised Learning »
Ep 76: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on AI Talent Wars, xAI’s $200B Valuation, & Google’s Comeback

3d ago 1:02:54

MP3•Episode home

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-training. They examine the talent wars reshaping AI labs, Google's resurgence with Gemini, the sustainability of massive valuations for companies like OpenAI and Anthropic, and the infrastructure ecosystem supporting this rapid evolution. The discussion weaves together technical insights on data quality, synthetic data generation, and RL environments with strategic perspectives on acquisitions, regulatory challenges, and the future intersection of AI with physical robotics and brain-computer interfaces.

(0:00) Intro
(2:59) Debate on Model Progress
(8:03) Challenges in AI Generalization and RL Environments
(15:44) Enterprise AI and Custom Models
(20:27) Google's AI Ascent and Market Impact
(24:30) Valuations and Future of AI Companies
(27:55) Evaluating xAI's Position in the AI Landscape
(30:31) The Talent War in AI Research
(35:45) The Impact of Acquihires on Startups
(42:35) The Future of AI Infrastructure
(48:28) The Potential of Brain-Computer Interfaces
(54:45) The Evolution of AI and Robotics
(1:00:50) The Importance of Data in AI Research

With your co-hosts:

@jacobeffron

- Partner at Redpoint, Former PM Flatiron Health

@patrickachase

- Partner at Redpoint, Former ML Engineer LinkedIn

@ericabrescia

- Former COO Github, Founder Bitnami (acq’d by VMWare)

@jordan_segall

- Partner at Redpoint

80 episodes

#Tech #Redpoint Ventures #Artificial Intelligence