# AI Round Up: Ari Morcos from Datalogy AI and Rob Toews from Radical VC on AI Talent Wars, xAI’s $200B Valuation, & Google’s Comeback

Page: https://stenobird.com/podcast/unsupervised-learning-with-jacob-effron-6041643/ai-round-up-ari-morcos-from-datalogy-ai-and-rob-toews-from-radical-vc-on-ai-talent-wars-xai-s-200b-valuation-google-s-comeback
Text version: https://stenobird.com/podcast/unsupervised-learning-with-jacob-effron-6041643/ai-round-up-ari-morcos-from-datalogy-ai-and-rob-toews-from-radical-vc-on-ai-talent-wars-xai-s-200b-valuation-google-s-comeback.md
Podcast: [Unsupervised Learning with Jacob Effron](https://stenobird.com/podcast/unsupervised-learning-with-jacob-effron-6041643)
Published: 2025-09-24T12:58:52+00:00
Episode link: https://unsupervised-learning.simplecast.com/episodes/ep-76-ari-marcos-from-datalogy-ai-and-rob-toews-from-radical-vc-on-ai-talent-wars-xais-200b-valuation-googles-comeback-8F45rfzE
Audio file: https://cdn.simplecast.com/audio/2c08ad29-5b79-42c0-a40a-6c1af4327f2f/episodes/c68baa40-5782-49a8-83dc-5206f0aac88a/audio/8d5e1f74-b277-4dbc-8b13-86a97d07f658/default_tc.mp3?aid=rss_feed&feed=dOSE_bdP
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Duration seconds: 3774

## Resource

This episode features a deep dive into the current state of AI model progress with Ari Morcos (CEO of Datalogy AI and former DeepMind/Meta researcher) and Rob Toews (partner at Radical Ventures). The conversation tackles whether model progress is genuinely slowing down or simply shifting into new paradigms, exploring the role of reinforcement learning in scaling capabilities beyond traditional pre-training. They examine the talent wars reshaping AI labs, Google's resurgence with Gemini, the sustainability of massive valuations for companies like OpenAI and Anthropic, and the infrastructure ecosystem supporting this rapid evolution. The discussion weaves together technical insights on data quality, synthetic data generation, and RL environments with strategic perspectives on acquisitions, regulatory challenges, and the future intersection of AI with physical robotics and brain-computer interfaces.

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