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Unsupervised Learning with Jacob Effron: Daily Summaries Delivered
by by Redpoint Ventures
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. 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 1 weeks agoconversational1h 13m5-min read
Ep 91: Top AI Analyst Unpacks Today's AI Hype Cycle
Benedict Evans and Jacob Efron explore the real impact of AI by comparing it to past technological shifts like electricity, the internet, and mobile, arguing that while AI is transformative, its value may not accrue to foundation model companies as expected. The conversation centers on the jagged capabilities of current models, the difficulty of predicting job displacement, and the structural challenges in enterprise and consumer adoption.
- 2 weeks agointerview50 min6-min read
Ep 90: AI Pioneer Jürgen Schmidhuber on the State of AI Today
Jürgen Schmidhuber believes that while AI behind screens is advancing rapidly, true artificial general intelligence (AGI) requires physical embodiment in the real world, where robot hardware lags far behind human bodies. He is optimistic about the long-term trajectory of AI but deeply pessimistic about current business models, warning of a coming stock market crash due to massive, misallocated investments in compute infrastructure that will soon become obsolete.
- Jun 12, 2026conversational1h 6m5-min read
AI Vibe Check: Lab Wars, Why APIs Might Vanish & Future Predictions
In this episode of Unsupervised Learning, host Jacob Efron reunites with Ari Morcos of Datology and Rob Toews of Radical Ventures for a deep AI vibe check, assessing seismic shifts in the AI landscape over the past six months. They discuss the rise of coding agents, the potential collapse of open-weight models, compute constraints threatening API access, and Anthropic’s strategic pivot toward life sciences.
- Jun 3, 2026interview1h 13m5-min read
Ep 89: AI Research Legend’s Honest Assessment of Where We Are
The episode explores the current frontiers of AI with Lucas Kaiser, co-author of the Transformer paper, focusing on whether reasoning alone enables true generalization or if new architectures are needed. While current models like Codex have revolutionized productivity, especially in coding, there remains a strong intuition that human-like learning—achieving more from less data—remains out of reach, suggesting room for post-Transformer breakthroughs.
- Jun 1, 2026conversational56 min6-min read
Ep 88: Unpacking DeepMind's Quest for SuperIntelligence with Demis Hassabis' Biographer
Sebastian Mallaby's book, The Infinity Machine, offers a deep dive into Demis Hassabis, the co-founder and CEO of DeepMind, revealing his intellectual journey, leadership style, and evolving views on AI safety and competition. The conversation explores how Hassabis’s background in neuroscience and his quasi-spiritual drive to understand intelligence shaped DeepMind’s trajectory, contrasting sharply with figures like Sam Altman and Elon Musk.
- May 22, 2026interview59 min6-min read
Ep 87: Gemini Co-Lead on World Models, RL's Next Domains & Continual Learning
Oriol Vinyals, co-lead of Google's Gemini project, discusses the frontier of AI development, emphasizing world models as a path to AGI, the growing role of memory and reasoning in agents, and the importance of broad training for generalization. He believes current models are impressively capable, possibly even at the threshold of AGI by earlier definitions, but true continual learning and innovation remain unsolved.
- May 15, 2026interview1h 21m7-min read
Ep 86: Yann LeCun on Leaving Meta, Breaking The LLM Paradigm, & Why Hinton is Wrong
Yann LeCun argues that while large language models (LLMs) are useful for language tasks, they are not a viable path toward human-like intelligence due to their lack of planning, world modeling, and ability to predict action consequences. His new company, AMLabs, is advancing JEPA (Joint Embedding Predictive Architecture) to build scalable world models that enable data-efficient, generalizable AI for real-world applications like robotics and industrial control.
- Apr 23, 202654 min
Ep 85: Has AI Infra Stabilized, FM Vibe Shift, & What's Next for Coding Agents
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 Code, to the competitive dynamics of the AI coding wars, the rise of open models, the threat to traditional SaaS, and the frontier questions around world models, memory, and what it actually means for AI to "understand" something. The episode is grounded in practitioner-level candor, with Swyx offering real takes from running AIE conferences, working inside Cognition, and thinking deeply about what the next wave of AI-native software development looks like. Intro What the Top AI Engineers Are Thinking About Has AI Infra Finally Stabilized? When Does Doing RL In-House Make Sense? Why Selling Dev Tools to Agents is Different AI Coding Wars Consumer AI Plateau Codex vs Claude Code Future of Open Models 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
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About 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. 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.
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