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From one episode · Unsupervised Learning
Ep 94: Applied Compute CEO on the Limits of RL, the New AI Hyperscaler & Why Post-Training Wins Inference
Yash Patil, whose company Applied Compute sells post-training, says teams should first improve prompts, context and tools, then retrain weights for their biggest workloads, tasks that change over time and judgment-heavy tasks.
Yash Patil, CEO of Applied Compute, argues that the biggest AI workloads are the most valuable both to custom-train and to serve, which he says gives a training provider an edge in inference. He calls serving the easier job.
Applied Compute CEO Yash Patil, whose company trains custom models, says firms now weigh cost against performance instead of chasing the biggest model. He cites OpenAI's Baseten deal, OpenRouter usage and cheap task models like TypeSafe's Jev.
Astro Teller, who leads Alphabet's moonshot lab X, said clean water, energy shifting and education remain unsolved there. He said X's water work pencils out at about 10 cents a liter, against the penny he says is needed.
Astro Teller, who leads Alphabet's X, said executives prefer a 1-in-100 shot at $1 billion to a sure $1 million but say their bosses would never back it, so bold projects need a protected space where their mess is tolerated.
Astro Teller, who co-founded Alphabet's X, said the lab code-names 100 to 200 ideas a year and graduates about 2%. He said it tests the hardest assumption first and treats rejected ideas as costing nothing.
Astro Teller of Alphabet's X said the cost of getting each moonshot to graduation is down about threefold in 16 years, partly thanks to AI. Alexander Wissner-Gross said that just tracks economic growth; Teller rejected the comparison.
Richard Socher, CEO of Recursive, said Anthropic's cyber work broke its own written rules for Claude; Anthropic describes that work as defensive. Alex Wissner-Gross defended written guidance. Socher expects liability to push firms to fix alignment.
TypeSafe says its Jev model returns typed choices or scores in 70–500 milliseconds in its own tests. On Moonshots, panelists said such models could handle many small organizational decisions and noted open-source versions exist.
Richard Socher, author of The Eureka Machine, argues AI can reconnect fragmented science and that biology gains most. He expects some single-gene diseases cured within 12 months, but says FDA delays mean five to 10 years for cures at scale.
Recursive CEO Richard Socher said weak AI self-improvement already exists and fuller versions are close. He put superintelligence in his strongest sense, beating all of humanity across ten kinds of intelligence, "probably several decades" away, and expects narrower superhuman abilities such as programming and math within a few years. Alex Wissner-Gross rejected the 20-year timeline, and Peter Diamandis agreed.
Tavus says 26 of 54 people who expected a one-minute video call with another human participant took its Griffin-Lite avatar for a human; they were asked about AI only after the call. On Moonshots, Richard Socher said a human-judged test can't be fully automated and warned about fake executives on Zoom.
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