Jacob Effron - Podcast Details

Shows

跨国串门儿计划 #571. Demis Hassabis：普通人如何理解 AI 权力中心，巨头竞赛下的安全与科学理想📝 本期播客简介本期我们克隆了：Unsupervised Learning: With Jacob Effron《A Conversation With Demis Hassabis' Biographer》本期节目里，主持人 Jacob Effron 对话 Sebastian Mallaby，后者是 Demis Hassabis 传记《The Infinity Machine》的作者。为了写这本书，Sebastian 与 DeepMind 联合创始人、Google DeepMind CEO Demis Hassabis 进行了三十多个小时的深度访谈。这期节目不仅是在聊一本人物传记，更像是借 Demis 的人生和 DeepMind 的历史，重新审视过去十几年 AI 竞赛是如何形成的：为什么最初想避免竞争的 DeepMind，最后也不得不卷入全球 AI 军备竞赛？为什么 OpenAI 和 Sam Altman 曾被过早加冕为赢家，而 Demis 和 Google DeepMind 却长期被低估？为什么 DeepMind 一边拥有顶尖科学成果和 AlphaFold 这样的诺奖级突破，一边又在 ChatGPT 和 coding agent 等产品浪潮中显得慢半拍？节目还深入聊到了许多 AI 圈关键人物之间的真实关系：Demis 与 Elon Musk 从相互欣赏到紧张对峙，Elon 曾试图阻止 DeepMind 卖给 Google；Demis 如何看待 Sam Altman；David Silver 为什么离开 DeepMind；以及 Dario、Anthropic、Google、OpenAI 这些实验室之间不同的组织气质、战略押注和人才吸引力。如果你想理解今天 AI 竞赛背后真正的权力结构、科学理想、安全焦虑和人物性格，这期节目会是一扇非常好的窗口。👨‍⚕️ 本期嘉宾Sebastian Mallaby，《The Infinity Machine》的作者，知名财经与人物传记作家。他曾写作关于风险投资、金融与全球经济人物的多部作品。本书中，他通过与 Demis Hassabis 超过三十小时的深度访谈，以及对 DeepMind、Google 和 AI 生态中多位关键人物的采访，讲述了 Demis Hassabis 与 DeepMind 的故事。⏱️ 时间戳00:00 开场 & 播客简介AI 竞赛的起点02:06 为什么写 Demis：三十多个小时访谈背后的 DeepMind 故事03:36 AI 竞赛是否不可避免：强大技术注定吸引多个国家和实验室04:19 “地堡里的唯一团队”：DeepMind 早期想避免竞赛的安全理想05:53 SpaceX 安全峰会的反效果：共享进展如何刺激 OpenAI 的诞生07:17 政府监管的可能性：AI 模型是否应该像药品一样接受事前审查08:47 Demis 的乐观：为什么危机可能迫使政府采取行动被低估的 Demis 与 Google DeepMind10:06 最大误解：大众太快加冕 OpenAI，却低估了 Demis 和 Google12:07 Google 的产品化困境：为什么 ChatGPT 和 Claude Code 都不是 DeepMind 做出来的12:41 Demis 的知识背景：神经科学家如何影响 DeepMind 的“广撒网”路线14:26 Google 的优势与代价：有钱、有算力、有耐心，但不一定能最早押中重点DeepMind 与 Google 的复杂婚姻15:29 Project Mario：DeepMind 曾秘密考虑从 Google 拆分16:06 Reid Hoffman 的十亿美元承诺：拆分计划如何成为谈判筹码18:12 创始人的天真：为什么 DeepMind 最后没有真正挥动拆分威胁19:20 Demis 的后悔：AI for science 无悔，但错过 transformer 让他难以释怀19:48 从 AlphaGo 到 AlphaFold：胜利十秒后就转向蛋白质折叠21:47 Demis 的盲点：为什么他低估了语言模型通向智能的力量巨头、创业公司与战略押注23:22 风投创新能否战胜 hyperscaler：AI 时代资本与聚焦的拉扯24:00 OpenAI 的商业模式压力：技术强，不代表一定能长期独立25:09 Anthropic 的反事实：如果 coding model 晚爆

2026-06-0450 min

Unsupervised Learning with Jacob Effron Ep 86: Yann LeCun on Leaving Meta, Breaking The LLM Paradigm, & Why Hinton is WrongYann 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 alternative architecture, JEPA (Joint Embedding Predictive Architecture), which learns abstract representations rather than generating pixel-level predictions, and explains why this approach is essential for robotics, industrial applications, and any system that needs to operate beyond the substrate of language. Ya...

2026-05-151h 21

Latent Space: The AI Engineer Podcast AI-Native Healthcare: 100M Doctor Visits, 10–20 Hours Saved, Prior Auth in Minutes — Janie Lee & Chai Asawa, AbridgeSpecial discounts up for AIE Melbourne (LS discount) and AIE World’s Fair (group discounts up to 25% - CFPs still open for Autoresearch and Vertical AI) Cya there!Abridge did not start as an “GPT wrapper”. It was founded in 2018, years before the Cambrian explosion of AI application layer companies. OpenAI launched ChatGPT publicly on November 30, 2022 and by then, Abridge had already spent years doing the unglamorous work of building trust for one of the highest context, most important workflows in healthcare: the conversation between a patient and a clinician.Abridge’s original wedge was clinical...

2026-05-151h 05

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (Effron, Austin, Simpson) On this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to discuss the most visionary founder that they've worked with and what makes them so special.on they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner wit...

2026-04-3006 min

Latent Space: The AI Engineer Podcast AIE Europe Debrief + Agent Labs Thesis: Unsupervised Learning x Latent Space Crossover Special (2026)Today, we check in a year after the first Unsupervised Learning x Latent Space Crossover special to discuss everything that has changed (there is a lot) in the world of AI. This episode was recorded just after AIE Europe, but before the Cursor-xAI deal.Unsupervised Learning is a podcast that interviews the sharpest minds in AI about what’s real today, what will be real in the future and what it means for businesses and the world - helping builders, researchers and founders deconstruct and understand the biggest breakthroughs.Thanks to Jacob and the UL pr...

2026-04-2354 min

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson) On this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to tell the most important lesson they've learned in their career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $1...

2026-04-1606 min

Neural Compass Why Healthcare, Ever the Tech Laggard, Finally Got the AI Memo, with Jacob EffronWhat if healthcare’s biggest AI breakthroughs aren’t about new science—but about finally fixing systems that were never built to scale?In this episode of Neural Compass, Jacob Effron, Managing Director at Redpoint Ventures, joins Jimini’s Mark Jacobstein to explore where AI is already delivering real value in healthcare—and where hype still outpaces reality. Drawing on his experience at Flatiron Health and as an investor across AI, enterprise software, and healthcare, Jacob discusses why healthcare has become one of the fastest-adopting AI verticals, how real-world data actually creates value, and why tools that reduce cli...

2026-04-0737 min

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson) On this special segment of The Full Ratchet, the following Investors are featured: David Cohen of Techstars Jacob Effron of Redpoint Arianna Simpson of Andreessen Horowitz We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation plat...

2026-03-2305 min

Unsupervised Learning with Jacob Effron Ep 82: Behind Legora's $550M Raise, Model Competition, Doubling Revenue Every Quarter, & US ExpansionMax 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 watch nine months of work get washed away by a model update. He walks through how step-function improvements in the underlying models, particularly Opus 4.5 and 4.6, have repeatedly forced Legora to rebuild core p...

2026-03-1154 min

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Investor Stories 459: Inside the Best LP Questions: Getting Better Over Time, Building Networks, and Driving Outcomes (Effron, Austin, Simpson) On this special segment of The Full Ratchet, the following Investors are featured: Jacob Effron of Redpoint Ethan Austin of Outside VC Arianna Simpson of Andreessen Horowitz We asked guests to share the best question they've ever been asked by an allocator. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and ge...

2026-02-1204 min

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin) On this special segment of The Full Ratchet, the following Investors are featured: David Cohen of Techstars Jacob Effron of Redpoint Ethan Austin of Outside VC We discuss major conflicts that guests have faced and how they resolved them. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings a...

2026-01-2207 min

TBPN Amazon x OpenAI, Ford's EV Reality Check, Kushner Drops WB Bid | Sarah Guo, David Senra, Doug O'Laughlin, Doug Bernauer, Jacob Effron, Logan Kilpatrick(02:12) - Ford's EV Reality Check (21:03) - Amazon x OpenAI (33:13) - Kushner Drops WB Bid (39:53) - 𝕏 Timeline Reactions (57:33) - Sarah Guo is the founder and managing partner of Conviction, an early-stage venture firm focused on backing transformative software and AI companies. She’s known for combining deep technical fluency with a strong product lens, shaped by her experience as a partner at Greylock and as a former Facebook product leader. (01:32:29) - Doug O'Laughlin an expert in artificial intelligence and data center infrastructure, discusses Amazon's strategic partnership with OpenAI, emphasizing Amazon's superior execution in data center expansion and power availability. He hi...

2025-12-173h 18

Unsupervised Learning with Jacob Effron Ep 78: Jordan Schneider, Host of China Talk, on AI Race, Key Policy Decisions & Unpacking Geopolitical Chip TensionThis 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 critical bottleneck is compute: the West maintains a 10-15x advantage in advanced chips, and US export controls implemented one month before ChatGPT created a structural edge favoring America for years. Chinese companies aggressively open-source models from strategic necessity—they couldn't establish a qualit...

2025-12-051h 13

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron) Jacob Effron of Redpoint joins Nick to discuss How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned. In this episode we cover: Investing in AI and Vertical Applications Model Layer Advancements and Future Milestones Challenges and Opportunities in Agentic AI Investing in Tooling and Middleware Product Market Fit and Defensibility in AI Applications Verticals with Real Product Market Fit The Evolution of AI Investing Metrics Future Trends in AI and Robotics Guest Links: Jacob's LinkedIn Jacob's...

2025-11-1737 min $mbanerjeepalmer+listennotes \'s Listen Later$

mbanerjeepalmer+listennotes 's Listen Later Ep 68: CEO of Mercor Brendan Foody on Evals Replacing Knowledge Work, AI x Hiring Today & the Future of Data Labeling Podcast: Unsupervised Learning with Jacob Effron (LS 37 · TOP 2.5% what is this?)Episode: Ep 68: CEO of Mercor Brendan Foody on Evals Replacing Knowledge Work, AI x Hiring Today & the Future of Data LabelingPub date: 2025-06-04Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationBrendan 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. Th...

2025-09-1744 min

The Official SaaStr Podcast: SaaS | Founders | Investors SaaStr 815: Redpoint Ventures Playbook: How Top VCs Are Really Investing in AISaaStr 815: Redpoint Ventures Playbook: How Top VCs Are Really Investing in AI with Jacob Effron, Managing Director of Redpoint Ventures Jacob Effron, Managing Director at RedPoint, discusses the state of AI investing and the rapid advancements in AI technology. He highlights the significant decrease in model costs, increased AI capabilities in applications like coding, voice models, and customer support, and the rapid scaling of AI startups. Jacob also talks about how venture capital strategies have shifted, with a focus on AI-driven end-use cases and quality. He outlines a three-part investment framework focused on identifying effective AI applications a...

2025-08-1331 min

Vital Signs with Jacob Effron and Nikhil Krishnan Ep 60: General Medicine's Elliot Cohen on Lessons from PillPack and Amazon and The Future of AI x HealthcareElliot Cohen—PillPack co-founder and now co-founder of General Medicine—joins Jacob Effron and Nikhil (Out-of-Pocket) to unpack what “best care” really means in 2025. He explains why General Medicine is building a broad front door to care. Elliot also revisits the PillPack vs. PBMs saga, what Amazon Pharmacy got right (and what was unexpectedly hard), and how AI is already raising the bar in intake, clinical prep, and follow-up. (0:00) Intro(0:58) Simplifying Healthcare with General Medicine(1:53) The Importance of Triage in Healthcare(3:22) Consumer Empowerment in Healthcare(5:10) Patient Experience and Structured Forms(6:27) Challenge...

2025-07-311h 07

跨国串门儿计划 #127. 对话Anthropic核心研发：揭秘Claude新模型与AI未来图景📝 本期播客简介本期我们克隆了：Claude 4, Next Phase for AI Coding, and the Path to AI CoworkersJacob Effron 邀请到 Anthropic Claude 模型（如Opus）的核心研发成员 Sholto Douglas，在模型发布当天进行深度对谈。他们探讨了开发者应如何看待和使用新一代 Anthropic 模型，AI模型在未来半年至三年的发展走向，以及构建可靠AI代理的关键条件。节目中，Sholto 分享了这些模型何时能在医疗、法律等领域达到编程领域的卓越水平，并深入交流了他对AI价值观校准研究的见解、目前进展、有效方法及未来挑战，以及他对AI 2027研究的看法。这是一场与大语言模型研究顶尖学者的精彩对话。感谢minimax提供的语音克隆技术支持，我们采用了minimax的speech-02模型进行声音复刻。通过minimax目前业界领先的语音克隆技术，我们能够精准还原原播客主持人和嘉宾的声音特征、情感色彩和语调变化，让您在聆听中文内容的同时，依然能感受到原声音的独特魅力。🧑‍💻 本期嘉宾Sholto Douglas，Anthropic Claude模型的核心研发成员。作为大语言模型领域的顶尖研究者，他在推动如Opus等先进AI模型的开发中扮演了关键角色，致力于提升模型在编程、复杂任务处理、可靠性及AI价值观对齐方面的能力。📒 文字版精华见微信公众号（点击跳转）🌟 精彩内容新模型能力：Sholto分享了最新Claude模型（如Opus）在软件工程中的惊艳表现，尤其在自主完成模糊任务、信息查找和执行测试用例方面。开发者策略转变：讨论了新模型如何改变开发者的编程策略，从处理简单任务到管理更长周期的复杂项目，以及AI工具链（如Claude Code）的重要性。AI智能体与可靠性：深入探讨了构建可靠AI代理的挑战与进展，强调了通过多次尝试提升成功率，并展望了未来AI在医疗、法律等领域的应用前景。AI价值观对齐与可解释性：分享了对AI价值观校准研究的见解，包括预训练模型的内在对齐性、强化学习的挑战，以及可解释性研究的突破性进展。未来展望与经济影响：展望了AI在未来几年的发展（如2027年AI能力预测），及其对白领工作和全球GDP的潜在影响，并讨论了算力、能源和数据等瓶颈。评估体系的重要性：强调了建立严谨、可验证的内部和外部评估体系对于衡量AI进步和指导研发方向的关键作用。世界模型与创造力：探讨了“世界模型”作为被低估的研究方向的潜力，以及AI工具如何极大地增强个人和团队的创造力。🌐 播客信息补充翻译克隆自：Claude 4, Next Phase for AI Coding, and the Path to AI Coworkers本播客采用原有人声声线进行播客音频制作，也可能会有一些地方听起来怪怪的使用 AI 进行翻译，因此可能会有一些地方不通顺如果有后续想要听中文版的其他外文播客，也欢迎联系微信：iEvenight在小宇宙查看该单集文稿

2025-05-2946 min

Unsupervised Learning with Jacob Effron Ep 61: Redpoint’s AI Investors Break Down What Separates Enduring AI Companies from the HypeAt 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 Imperatives in AI(6:04) AI Model Layer Insights(10:06) Infrastructure Layer(11:46) Application Layer(15:04) Vertical AI SaaS Opportunities(21:45) Evaluating Early-Stage Founders(23:39) First Mover Advantage and Competitive Dynamics(25:28) Domain Expertise vs. AI Expertise(26:58) Why...

2025-04-0943 min

First Commit E24: Healthcare's New Era: AI Insights with Jacob Effron (Redpoint)We're excited to chat with Jacob Effron, a Partner at Redpoint Ventures. Before joining Redpoint in San Francisco, Jacob served as a product manager at Flatiron Health. In addition to being an investor, Jacob hosts two podcasts, Unsupervised Learning and Vital Signs. Jacob sheds light on the impact of artificial intelligence in healthcare, the influence of large language models (LLMs) on drug discovery, the current importance of value-based care, and the future prospects of AGI!Episode Chapters:Economic Development in East Africa - 1:26Breaking down the Product Manager Role - 2:54Redpoint's Strategy - 4:42Healthcare AI Themes...

2024-01-2430 min

The Logan Bartlett Show EP 52: Jason Warner & Jacob Effron (Redpoint Ventures) - Former GitHub CTO Explains AI for DummiesIn the 52nd episode of the Logan Bartlett Show, Redpoint’s Jason Warner and Jacob Effron join to discuss the quickly expanding AI landscape, what the AI models are, and why we should be paying attention.(0:00) Welcome Jason Warner and Jacob Effron(8:30) Why does the AI boom feel like it’s come out of nowhere?(12:30) How does it actually work?(16:02) Compounding on itself through usage & training reward models(18:08) Two most mainstream AI models(22:20) Why do people care about open source vs closed source?(30:45) Companies at the...

2023-02-171h 10

The Big Unlock Jacob Effron: The macro trends driving the growth of digital health funding are still in placeIn this episode, Jacob Effron, Principal at Redpoint Ventures, discusses the venture capital (VC) environment for digital health. Redpoint Ventures is a venture capital firm focused on investments in seed, early, and growth-stage companies and has been investing in the healthcare tech landscape for the last decade. Jacob believes that the fundamental trends driving the growth of digital health are in place. However, later-stage companies looking to raise additional capital may experience some uncertainty in the short term. He also talks about the demand environment for Redpoint’s portfolio companies and his advice to founders looking to na...

2022-10-3123 min