Machine Learning Street Talk (MLST)

• "Blurring Reality" - Chai's Social AI Platform (SPONSORED)

  "Blurring Reality" - Chai's Social AI Platform - sponsoredThis episode of MLST explores the groundbreaking work of Chai, a social AI platform that quietly built one of the world's largest AI companion ecosystems before ChatGPT's mainstream adoption. With over 10 million active users and just 13 engineers serving 2 trillion tokens per day, Chai discovered the massive appetite for AI companionship through serendipity while searching for product-market fit.CHAI sponsored this show *because they want to hire amazing engineers* -- CAREER OPPORTUNITIES AT CHAIChai is actively hiring in Palo Alto with competitive compensation ($300K-$800K+ equity) for roles including AI Infrastructure Engineers, Software Engineers, Applied AI Researchers, and more. Fast-track qualification available for candidates with significant product launches, open source contributions, or entrepreneurial success.https://www.chai-research.com/jobs/The conversation with founder William Beauchamp and engineers Tom Lu and Nischay Dhankhar covers Chai's innovative technical approaches including reinforcement learning from human feedback (RLHF), model blending techniques that combine smaller models to outperform larger ones, and their unique infrastructure challenges running exaflop-class compute.SPONSOR MESSAGES:***Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers in Zurich and SF. Goto https://tufalabs.ai/***Key themes explored include:- The ethics of AI engagement optimization and attention hacking- Content moderation at scale with a lean engineering team- The shift from AI as utility tool to AI as social companion- How users form deep emotional bonds with artificial intelligence- The broader implications of AI becoming a social mediumWe also examine OpenAI's recent pivot toward companion AI with April's new GPT-4o, suggesting a fundamental shift in how we interact with artificial intelligence - from utility-focused tools to companion-like experiences that blur the lines between human and artificial intimacy.The episode also covers Chai's unconventional approach to hiring only top-tier engineers, their bootstrap funding strategy focused on user revenue over VC funding, and their rapid experimentation culture where one in five experiments succeed.TOC:00:00:00 - Introduction: Steve Jobs' AI Vision & Chai's Scale00:04:02 - Chapter 1: Simulators - The Birth of Social AI00:13:34 - Chapter 2: Engineering at Chai - RLHF & Model Blending00:21:49 - Chapter 3: Social Impact of GenAI - Ethics & Safety00:33:55 - Chapter 4: The Lean Machine - 13 Engineers, Millions of Users00:42:38 - Chapter 5: GPT-4o Becoming a Companion - OpenAI's Pivot00:50:10 - Chapter 6: What Comes Next - The Future of AI Intimacy TRANSCRIPT: https://www.dropbox.com/scl/fi/yz2ewkzmwz9rbbturfbap/CHAI.pdf?rlkey=uuyk2nfhjzezucwdgntg5ubqb&dl=0

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  50:59
• Google AlphaEvolve - Discovering new science (exclusive interview)

  Today GoogleDeepMind released AlphaEvolve: a Gemini coding agent for algorithm discovery. It beat the famous Strassen algorithm for matrix multiplication set 56 years ago. Google has been killing it recently. We had early access to the paper and interviewed the researchers behind the work.AlphaEvolve: A Gemini-powered coding agent for designing advanced algorithmshttps://deepmind.google/discover/blog/alphaevolve-a-gemini-powered-coding-agent-for-designing-advanced-algorithms/Authors: Alexander Novikov*, Ngân Vũ*, Marvin Eisenberger*, Emilien Dupont*, Po-Sen Huang*, Adam Zsolt Wagner*, Sergey Shirobokov*, Borislav Kozlovskii*, Francisco J. R. Ruiz, Abbas Mehrabian, M. Pawan Kumar, Abigail See, Swarat Chaudhuri, George Holland, Alex Davies, Sebastian Nowozin, Pushmeet Kohli, Matej Balog*(* indicates equal contribution or special designation, if defined elsewhere)SPONSOR MESSAGES:***Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers. Events in Zurich. Goto https://tufalabs.ai/***AlphaEvolve works like a very smart, tireless programmer. It uses powerful AI language models (like Gemini) to generate ideas for computer code. Then, it uses an "evolutionary" process – like survival of the fittest for programs. It tries out many different program ideas, automatically tests how well they solve a problem, and then uses the best ones to inspire new, even better programs.Beyond this mathematical breakthrough, AlphaEvolve has already been used to improve real-world systems at Google, such as making their massive data centers run more efficiently and even speeding up the training of the AI models that power AlphaEvolve itself. The discussion also covers how humans work with AlphaEvolve, the challenges of making AI discover things, and the exciting future of AI helping scientists make new discoveries.In short, AlphaEvolve is a powerful new AI tool that can invent new algorithms and solve complex problems, showing how AI can be a creative partner in science and engineering.Guests:Matej Balog: https://x.com/matejbalogAlexander Novikov: https://x.com/SashaVNovikovREFS:MAP Elites [Jean-Baptiste Mouret, Jeff Clune]https://arxiv.org/abs/1504.04909FunSearch [Bernardino Romera-Paredes, Mohammadamin Barekatain, Alexander Novikov, Matej Balog, M. Pawan Kumar, Emilien Dupont, Francisco J. R. Ruiz, Jordan S. Ellenberg, Pengming Wang, Omar Fawzi, Pushmeet Kohli & Alhussein Fawzi]https://www.nature.com/articles/s41586-023-06924-6TOC:[00:00:00] Introduction: Alpha Evolve's Breakthroughs, DeepMind's Lineage, and Real-World Impact[00:12:06] Introducing AlphaEvolve: Concept, Evolutionary Algorithms, and Architecture[00:16:56] Search Challenges: The Halting Problem and Enabling Creative Leaps[00:23:20] Knowledge Augmentation: Self-Generated Data, Meta-Prompting, and Library Learning[00:29:08] Matrix Multiplication Breakthrough: From Strassen to AlphaEvolve's 48 Multiplications[00:39:11] Problem Representation: Direct Solutions, Constructors, and Search Algorithms[00:46:06] Developer Reflections: Surprising Outcomes and Superiority over Simple LLM Sampling[00:51:42] Algorithmic Improvement: Hill Climbing, Program Synthesis, and Intelligibility[01:00:24] Real-World Application: Complex Evaluations and Robotics[01:05:39] Role of LLMs & Future: Advanced Models, Recursive Self-Improvement, and Human-AI Collaboration[01:11:22] Resource Considerations: Compute Costs of AlphaEvolveThis is a trial of posting videos on Spotify, thoughts? Email me or chat in our Discord

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  1:13:58
• Prof. Randall Balestriero - LLMs without pretraining and SSL

  Randall Balestriero joins the show to discuss some counterintuitive findings in AI. He shares research showing that huge language models, even when started from scratch (randomly initialized) without massive pre-training, can learn specific tasks like sentiment analysis surprisingly well, train stably, and avoid severe overfitting, sometimes matching the performance of costly pre-trained models. This raises questions about when giant pre-training efforts are truly worth it.He also talks about how self-supervised learning (where models learn from data structure itself) and traditional supervised learning (using labeled data) are fundamentally similar, allowing researchers to apply decades of supervised learning theory to improve newer self-supervised methods.Finally, Randall touches on fairness in AI models used for Earth data (like climate prediction), revealing that these models can be biased, performing poorly in specific locations like islands or coastlines even if they seem accurate overall, which has important implications for policy decisions based on this data.SPONSOR MESSAGES:***Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers. Events in Zurich. Goto https://tufalabs.ai/***TRANSCRIPT + SHOWNOTES:https://www.dropbox.com/scl/fi/n7yev71nsjso71jyjz1fy/RANDALLNEURIPS.pdf?rlkey=0dn4injp1sc4ts8njwf3wfmxv&dl=0TOC:1. Model Training Efficiency and Scale [00:00:00] 1.1 Training Stability of Large Models on Small Datasets [00:04:09] 1.2 Pre-training vs Random Initialization Performance Comparison [00:07:58] 1.3 Task-Specific Models vs General LLMs Efficiency2. Learning Paradigms and Data Distribution [00:10:35] 2.1 Fair Language Model Paradox and Token Frequency Issues [00:12:02] 2.2 Pre-training vs Single-task Learning Spectrum [00:16:04] 2.3 Theoretical Equivalence of Supervised and Self-supervised Learning [00:19:40] 2.4 Self-Supervised Learning and Supervised Learning Relationships [00:21:25] 2.5 SSL Objectives and Heavy-tailed Data Distribution Challenges3. Geographic Representation in ML Systems [00:25:20] 3.1 Geographic Bias in Earth Data Models and Neural Representations [00:28:10] 3.2 Mathematical Limitations and Model Improvements [00:30:24] 3.3 Data Quality and Geographic Bias in ML DatasetsREFS:[00:01:40] Research on training large language models from scratch on small datasets, Randall Balestriero et al.https://openreview.net/forum?id=wYGBWOjq1Q[00:10:35] The Fair Language Model Paradox (2024), Andrea Pinto, Tomer Galanti, Randall Balestrierohttps://arxiv.org/abs/2410.11985[00:12:20] Muppet: Massive Multi-task Representations with Pre-Finetuning (2021), Armen Aghajanyan et al.https://arxiv.org/abs/2101.11038[00:14:30] Dissociating language and thought in large language models (2023), Kyle Mahowald et al.https://arxiv.org/abs/2301.06627[00:16:05] The Birth of Self-Supervised Learning: A Supervised Theory, Randall Balestriero et al.https://openreview.net/forum?id=NhYAjAAdQT[00:21:25] VICReg: Variance-Invariance-Covariance Regularization for Self-Supervised Learning, Adrien Bardes, Jean Ponce, Yann LeCunhttps://arxiv.org/abs/2105.04906[00:25:20] No Location Left Behind: Measuring and Improving the Fairness of Implicit Representations for Earth Data (2025), Daniel Cai, Randall Balestriero, et al.https://arxiv.org/abs/2502.06831[00:33:45] Mark Ibrahim et al.'s work on geographic bias in computer vision datasets, Mark Ibrahimhttps://arxiv.org/pdf/2304.12210

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  34:30
• How Machines Learn to Ignore the Noise (Kevin Ellis + Zenna Tavares)

  Prof. Kevin Ellis and Dr. Zenna Tavares talk about making AI smarter, like humans. They want AI to learn from just a little bit of information by actively trying things out, not just by looking at tons of data.They discuss two main ways AI can "think": one way is like following specific rules or steps (like a computer program), and the other is more intuitive, like guessing based on patterns (like modern AI often does). They found combining both methods works well for solving complex puzzles like ARC.A key idea is "compositionality" - building big ideas from small ones, like LEGOs. This is powerful but can also be overwhelming. Another important idea is "abstraction" - understanding things simply, without getting lost in details, and knowing there are different levels of understanding.Ultimately, they believe the best AI will need to explore, experiment, and build models of the world, much like humans do when learning something new.SPONSOR MESSAGES:***Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers. Events in Zurich. Goto https://tufalabs.ai/***TRANSCRIPT:https://www.dropbox.com/scl/fi/3ngggvhb3tnemw879er5y/BASIS.pdf?rlkey=lr2zbj3317mex1q5l0c2rsk0h&dl=0 Zenna Tavares:http://www.zenna.org/Kevin Ellis:https://www.cs.cornell.edu/~ellisk/TOC:1. Compositionality and Learning Foundations [00:00:00] 1.1 Compositional Search and Learning Challenges [00:03:55] 1.2 Bayesian Learning and World Models [00:12:05] 1.3 Programming Languages and Compositionality Trade-offs [00:15:35] 1.4 Inductive vs Transductive Approaches in AI Systems2. Neural-Symbolic Program Synthesis [00:27:20] 2.1 Integration of LLMs with Traditional Programming and Meta-Programming [00:30:43] 2.2 Wake-Sleep Learning and DreamCoder Architecture [00:38:26] 2.3 Program Synthesis from Interactions and Hidden State Inference [00:41:36] 2.4 Abstraction Mechanisms and Resource Rationality [00:48:38] 2.5 Inductive Biases and Causal Abstraction in AI Systems3. Abstract Reasoning Systems [00:52:10] 3.1 Abstract Concepts and Grid-Based Transformations in ARC [00:56:08] 3.2 Induction vs Transduction Approaches in Abstract Reasoning [00:59:12] 3.3 ARC Limitations and Interactive Learning Extensions [01:06:30] 3.4 Wake-Sleep Program Learning and Hybrid Approaches [01:11:37] 3.5 Project MARA and Future Research DirectionsREFS:[00:00:25] DreamCoder, Kevin Ellis et al.https://arxiv.org/abs/2006.08381[00:01:10] Mind Your Step, Ryan Liu et al.https://arxiv.org/abs/2410.21333[00:06:05] Bayesian inference, Griffiths, T. L., Kemp, C., & Tenenbaum, J. B.https://psycnet.apa.org/record/2008-06911-003[00:13:00] Induction and Transduction, Wen-Ding Li, Zenna Tavares, Yewen Pu, Kevin Ellishttps://arxiv.org/abs/2411.02272[00:23:15] Neurosymbolic AI, Garcez, Artur d'Avila et al.https://arxiv.org/abs/2012.05876[00:33:50] Induction and Transduction (II), Wen-Ding Li, Kevin Ellis et al.https://arxiv.org/abs/2411.02272[00:38:35] ARC, François Chollethttps://arxiv.org/abs/1911.01547[00:39:20] Causal Reactive Programs, Ria Das, Joshua B. Tenenbaum, Armando Solar-Lezama, Zenna Tavareshttp://www.zenna.org/publications/autumn2022.pdf[00:42:50] MuZero, Julian Schrittwieser et al.http://arxiv.org/pdf/1911.08265[00:43:20] VisualPredicator, Yichao Lianghttps://arxiv.org/abs/2410.23156[00:48:55] Bayesian models of cognition, Joshua B. Tenenbaumhttps://mitpress.mit.edu/9780262049412/bayesian-models-of-cognition/[00:49:30] The Bitter Lesson, Rich Suttonhttp://www.incompleteideas.net/IncIdeas/BitterLesson.html[01:06:35] Program induction, Kevin Ellis, Wen-Ding Lihttps://arxiv.org/pdf/2411.02272[01:06:50] DreamCoder (II), Kevin Ellis et al.https://arxiv.org/abs/2006.08381[01:11:55] Project MARA, Zenna Tavares, Kevin Ellishttps://www.basis.ai/blog/mara/

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  1:16:55
• Eiso Kant (CTO poolside) - Superhuman Coding Is Coming!

  Eiso Kant, CTO of poolside AI, discusses the company's approach to building frontier AI foundation models, particularly focused on software development. Their unique strategy is reinforcement learning from code execution feedback which is an important axis for scaling AI capabilities beyond just increasing model size or data volume. Kant predicts human-level AI in knowledge work could be achieved within 18-36 months, outlining poolside's vision to dramatically increase software development productivity and accessibility. SPONSOR MESSAGES:***Tufa AI Labs is a brand new research lab in Zurich started by Benjamin Crouzier focussed on o-series style reasoning and AGI. They are hiring a Chief Engineer and ML engineers. Events in Zurich. Goto https://tufalabs.ai/***Eiso Kant:https://x.com/eisokanthttps://poolside.ai/TRANSCRIPT:https://www.dropbox.com/scl/fi/szepl6taqziyqie9wgmk9/poolside.pdf?rlkey=iqar7dcwshyrpeoz0xa76k422&dl=0TOC:1. Foundation Models and AI Strategy [00:00:00] 1.1 Foundation Models and Timeline Predictions for AI Development [00:02:55] 1.2 Poolside AI's Corporate History and Strategic Vision [00:06:48] 1.3 Foundation Models vs Enterprise Customization Trade-offs2. Reinforcement Learning and Model Economics [00:15:42] 2.1 Reinforcement Learning and Code Execution Feedback Approaches [00:22:06] 2.2 Model Economics and Experimental Optimization3. Enterprise AI Implementation [00:25:20] 3.1 Poolside's Enterprise Deployment Strategy and Infrastructure [00:26:00] 3.2 Enterprise-First Business Model and Market Focus [00:27:05] 3.3 Foundation Models and AGI Development Approach [00:29:24] 3.4 DeepSeek Case Study and Infrastructure Requirements4. LLM Architecture and Performance [00:30:15] 4.1 Distributed Training and Hardware Architecture Optimization [00:33:01] 4.2 Model Scaling Strategies and Chinchilla Optimality Trade-offs [00:36:04] 4.3 Emergent Reasoning and Model Architecture Comparisons [00:43:26] 4.4 Balancing Creativity and Determinism in AI Models [00:50:01] 4.5 AI-Assisted Software Development Evolution5. AI Systems Engineering and Scalability [00:58:31] 5.1 Enterprise AI Productivity and Implementation Challenges [00:58:40] 5.2 Low-Code Solutions and Enterprise Hiring Trends [01:01:25] 5.3 Distributed Systems and Engineering Complexity [01:01:50] 5.4 GenAI Architecture and Scalability Patterns [01:01:55] 5.5 Scaling Limitations and Architectural Patterns in AI Code Generation6. AI Safety and Future Capabilities [01:06:23] 6.1 Semantic Understanding and Language Model Reasoning Approaches [01:12:42] 6.2 Model Interpretability and Safety Considerations in AI Systems [01:16:27] 6.3 AI vs Human Capabilities in Software Development [01:33:45] 6.4 Enterprise Deployment and Security ArchitectureCORE REFS (see shownotes for URLs/more refs):[00:15:45] Research demonstrating how training on model-generated content leads to distribution collapse in AI models, Ilia Shumailov et al. (Key finding on synthetic data risk)[00:20:05] Foundational paper introducing Word2Vec for computing word vector representations, Tomas Mikolov et al. (Seminal NLP technique)[00:22:15] OpenAI O3 model's breakthrough performance on ARC Prize Challenge, OpenAI (Significant AI reasoning benchmark achievement)[00:22:40] Seminal paper proposing a formal definition of intelligence as skill-acquisition efficiency, François Chollet (Influential AI definition/philosophy)[00:30:30] Technical documentation of DeepSeek's V3 model architecture and capabilities, DeepSeek AI (Details on a major new model)[00:34:30] Foundational paper establishing optimal scaling laws for LLM training, Jordan Hoffmann et al. (Key paper on LLM scaling)[00:45:45] Seminal essay arguing that scaling computation consistently trumps human-engineered solutions in AI, Richard S. Sutton (Influential "Bitter Lesson" perspective)<trunc - see PDF shownotes>

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  1:36:28

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