Unsupervised Learning with Jacob Effron
Redpoint Ventures
3 episodes
Ep 96: Nebius CTO on Racing the Hyperscalers Before AWS Wakes Up
2 Nov · 1 h 1 min
- Nebius CTO Danila Shtan says the AI cloud market grew from 5-7 to 300-500 companies, yet Nebius targets AWS and Google Cloud with revenue near 1% of AWS.
- Shtan predicts AI demand will grow tenfold to a hundredfold in three years, leaving room for independent mid-tier providers.
Ep 95: Modal CEO on the Future of Inference, the Chaos of the GPU Market & Origins of the Sandbox Bet
28 Oct · 59 min
- Modal CEO Erik Bernhardsson says the GPU market is far from efficient, with compute too heterogeneous to trade like a fungible exchange contract.
- Bernhardsson says Modal's core value is aggregating demand across 25 clouds so it can manage scarce capacity more efficiently, while reliability separates providers.
Ep 68: CEO of Mercor Brendan Foody on Evals Replacing Knowledge Work, AI x Hiring Today & the Future of Data Labeling
4 Jun 2025 · 44 min
- Brendan Foody says AI is now close to superhuman at evaluating anything a human can judge over text, from interview transcripts to resume signals.
- Mercor automates the steps a human recruiter takes, from resume parsing to ranking, with separate evals for each step, and says the end state may be an API that gives a confidence interval on how a person will perform.