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Jacob Effron shared thisReally enjoyed chatting with Benedict Evans, one of tech's most-read analysts, whose newsletter and presentations I always really enjoy. We got into the current AI moment, what the history of past tech cycles can actually teach us and what he’s paying attention to these next months. We hit on: ▪️ Why many people still aren’t getting value out of AI ▪️ Why he’s bullish on the application layer and bearish on the model layer ▪️ What he would do if running a foundation model company and where they’ve made mistakes ▪️ What’s required to get more frequent consumer usage of AI tools ▪️ Lessons from past technologies: mobile, personal computers, semiconductors and more ▪️ What’s needed for further enterprise adoption Was a very fun conversation. Listen here: YouTube: https://lnkd.in/gQ2m2AdS Spotify: https://bit.ly/4f5Sd0p Apple: https://bit.ly/4fD5BJv
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Jacob Effron shared thisIt was a ton of fun to sit down with Jürgen Schmidhuber who’s been cited as the father of AI by the New York Times and Forbes. We discussed everything going on in the AI ecosystem including: - Why he thinks RSI work won’t provide the model labs a moat - What he thinks researchers should be focused on - Why he thinks data centers will lose massive amounts of value - Why he’s less worried about AI safety - What improvements are needed for models Listen here: YouTube: https://bit.ly/4eUo0RS Apple: https://bit.ly/4pdxqvo
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Jacob Effron shared thisFresh off their $100M Series C, Nikhil Krishnan and I sat down with Cadence CEO Chris Altchek to discuss changing care models with AI, building voice agents, why hospital at home hasn't scaled as much as people might have expected and a bunch more. Really fun conversation check it out: Spotify: https://bit.ly/4uX9Ap0 Apple: https://bit.ly/4oKuqpX
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Jacob Effron shared thisI sat down with Ari Morcos and Rob Toews for our recurring AI vibe check. We got into the tenuous future of open source models, the latest in the lab wars and some really interesting future implications of the compute crunch. It's been far too long since we did one of these and I always have fun jamming with these two. This time we hit on: ▪️ Why near-frontier open weight AI may be disappearing ▪️ The scenario where compute constraints push labs to suspend their own APIs ▪️ Frustrations around Fable ▪️ OpenAI’s future ▪️ Where we are with Recursive Self Improvement and its implications We also discussed Cursor/xAI, ASML competitors and a ton more. Listen here: YouTube: https://lnkd.in/ed2yHXQi Spotify: https://bit.ly/4envbk8 Apple: https://bit.ly/4eoD4FT
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Jacob Effron shared thisI sat down with Lukasz Kaiser to get into whether the architecture he helped invent is actually enough, and what's next in generalization, coding agents, RL and more. Lukasz co-authored "Attention Is All You Need," the paper that introduced the transformer and worked on reasoning models at OpenAI so he’s been a key part of major shifts in the field. We hit on: ▪️ The case for and against a new architecture coming after the transformer ▪️ What’s required for model generalization in the physical world ▪️ How much coding agents have improved his AI research productivity ▪️ The next domains for RL ▪️ Why Anthropic initially won coding ▪️ Future research directions he’s excited about Listen here: YouTube: https://lnkd.in/ekVqjzX5 Spotify: https://bit.ly/4foudX0 Apple: https://bit.ly/4uGUhkO
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Jacob Effron shared this. Sebastian Mallaby spent 30+ hours with Demis Hassabis in the back of a British pub. I sat down with Sebastian to chat about his recent book, The Infinity Machine, where he provides a fascinating history of DeepMind, Demis and the broader AI landscape. We hit on: ▪️ Whether the race between labs was inevitable ▪️ Project Mario: the secret plan to spin DeepMind out of Google, ▪️ Why Google missed scaling the transformer despite inventing it and wasn’t first to ChatGPT and Claude Code ▪️ The personal history between Demis, Elon and Sam ▪️ The quasi-spiritual conviction Sebastian didn't expect to find underneath the science Listen here: YouTube: https://lnkd.in/eBpG5S5J Spotify: https://bit.ly/4wRqvLE Apple: https://bit.ly/4dDnnvq
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Jacob Effron shared thisGarner is one of the fastest growing and under-the-radar companies in tech. On the heels of their Series E, Nikhil Krishnan and I talked with Nick Reber to dig into how Garner Health reached this scale and what comes next. We’ve had the privilege of working closely with Nick for five years now and I think you’ll see in this conversation what makes him such a special entrepreneur. He’s had a consistently clear vision for improving US healthcare and relentlessly executed to do so. He’s incredibly thoughtful about how AI and data can be effectively used and we got into a lot of details around Garner’s approach to both. Full episode below: YouTube: https://lnkd.in/eZ3MHvxq Spotify: https://bit.ly/3Ry7EVW
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Jacob Effron shared thisThe day after Google I/O, I sat down with Oriol Vinyals to get into the research behind the announcements and what's next in consumer agents, models, RL and more. Oriol co-leads the Gemini program, and has helped shape some of Google’s most consequential AI decisions. We hit on: ▪️ Why Google's AGI path runs through world models ▪️ The GPT moment for video and images, and why it hasn't happened yet ▪️ Why agent scaffolding being built now now will eventually get written by the model itself ▪️ How he thinks memory will be solved and drive the next paradigm shift in models ▪️ Where RL hits a ceiling, ▪️ What’s surprised him most in AI Listen here: Spotify: https://bit.ly/4a54I9s Apple: https://bit.ly/4u9CzWh YouTube: https://lnkd.in/edCKpypgGemini Co-Lead on World Models, RL's Next Domains & Continual LearningGemini Co-Lead on World Models, RL's Next Domains & Continual Learning
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Jacob Effron shared thisIt’s hard to imagine more of a dream Unsupervised Learning guest than Yann LeCun. Yann is one of the godfathers of AI. And he has some fascinating contrarian views on the limitations of LLMs. It was incredible to get to have a wide-ranging discussion with Yann about these views, reflections on his time at Meta and departure and what’s next for him. We hit on: ▪️ The limitations of LLMs and path forward for robotics ▪️ Why he left Meta ▪️ How he came to so dramatically disagree with his Turing co-laureates Geoff Hinton and Yoshua Bengio on LLMs ▪️ His predictions for 2027 ▪️ His new company AMI and the bet on world models ▪️ Why he compares OpenAI and Anthropic to Sun Microsystems ▪️ Why he tells PhD students to stop working on LLMs Plus some sharp views on the current safety discourse, how breakthrough research actually happens and what FAIR got right and wrong. YouTube: https://lnkd.in/g-7jV2Un Spotify: https://bit.ly/4dL8fvT Apple: https://bit.ly/4wxgpiX
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Jacob Effron liked thisJacob Effron liked thisChristian Bartsch from Bird & Bird and I had conversation with Kamal Ahmed at Fortune the other week. Bird & Bird was one of the first international firms to partner with Legora, and they took that bet early when we were still a few engineers from Sweden with a lot to prove. They remain a close partner today. That kind of trust is rare, and we don't take it for granted. Christian put the case for our work better than I can: AI won't replace law firms, but firms that use AI well will replace those that don't. The next generation of lawyers will be augmented, human judgment backed by machine capability, and they will out-compete the market. Read Kamal's piece here: https://lnkd.in/dESVeX4jA $5.6 billion valuation and rapid global expansion—this AI European scaler even threw in a free Jude Law | FortuneA $5.6 billion valuation and rapid global expansion—this AI European scaler even threw in a free Jude Law | Fortune
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Jacob Effron liked thisJacob Effron liked thisBig Q2 for us. We shipped 3 completely new products: - A new agent: much more capable at long-horizon tasks - and of course able to use all the features of Legora autonomously - Monitors: Automated regulatory horizon scanning - Lists: Task mgmt, facts, checklists (think linear for lawyers) Along with big improvements to the admin experience, including: - Release panel to control rollout group-by-group at the right pace - Customizable roles & permissions for granular access control - Credit usage dashboards for full consumption visibility We are building the most comprehensive agentic operating system for legal work. Much more already underway 🚢
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Jacob Effron liked thisJacob Effron liked thisFive years ago, I joined AlleyCorp when we were still a family office. Back then, ChatGPT didn’t exist. AI wasn’t part of every conversation. Many of the companies we’re proud to back were still just ideas. Today, we’re excited to announce AlleyCorp’s $335M Fund II. A lot has changed. Our approach really hasn’t: back exceptional founders early, roll up our sleeves, and help them build enduring companies. I’m grateful to do that alongside an incredible team, and I can’t think of a more exciting time to be investing in healthcare! 🚀 https://lnkd.in/eCMwn2tHKevin Ryan’s AlleyCorp raises new $335 million fund, all in on early-stage bets | FortuneKevin Ryan’s AlleyCorp raises new $335 million fund, all in on early-stage bets | Fortune
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Jacob Effron liked thisIf you have an hour today to enrich yourself on the future of AI, here is an interview worth watching.
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Jacob Effron liked thisJacob Effron liked thisHonored to announce our partnership with Hirschbach. In 1935, Ray Hirschbach started with one truck in Sioux City, Iowa. Today, Hirschbach operates over 3,000 trucks and 5,000 trailers — one of the nation's largest refrigerated carriers, built on 90 years of reliability. If you're picking up groceries today, there's a good chance a Hirschbach reefer touched it. Companies like Hirschbach move deliberately. They hold high standards. So Augment is honored to be the AI partner to Hirschbach. Augie is live at Hirschbach and we are just getting started. Ivan Ramirez and team thank you for your trust.
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Jacob Effron liked thisThe secret's out. I've joined Legora. The fastest enterprise company to $100M ARR in 18 months. Centaur status. AI-native legal innovation with a true agentic operating system. The highest talent density and attention to detail I've ever worked with. Breakneck shipping speed and 4 acquisitions in 3 months. 🇸🇪 My first week was in Sweden (HQ) with 30+ lawyers in my cohort, a clear execution path to win, and a tasteful understanding of why the legal industry has gotten more attractive (see our Jude Law campaign). Ten years in this unpredictable SaaS space has taught me one thing: most companies play catch-up with AI. A rare few set the pace, seize the market moment, and out-hustle the rest. Let's build.
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Jonathan Friedman
Too many startups assume: 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙖 𝘾𝙋𝙏 𝙘𝙤𝙙𝙚 → 𝙩𝙝𝙚𝙧𝙚𝙛𝙤𝙧𝙚 𝙩𝙝𝙚𝙧𝙚’𝙨 𝙖 𝙗𝙪𝙨𝙞𝙣𝙚𝙨𝙨. Reality is rarely that linear. Viability tends to unfold in fits and starts, shaped by payer coverage, provider workflows, and the real operational burden behind reliable billing. ⚙️📉 Inspired by Matt Kamen's excellent post on CPT adoption curves & the recent ACCESS discussion, we’re sharing our internal framework: 𝐐𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐭𝐨 𝐀𝐬𝐤 𝐁𝐞𝐟𝐨𝐫𝐞 𝐁𝐞𝐭𝐭𝐢𝐧𝐠 𝐨𝐧 𝐚 𝐍𝐞𝐰 𝐁𝐢𝐥𝐥𝐢𝐧𝐠 𝐂𝐨𝐝𝐞 It goes deeper than payment policy — covering clinical and documentation requirements, enrollment and service mechanics, operational readiness, and the maturity of the CPT pathway. 🧠📋 If you’re evaluating a CPT-driven business model — or working with someone who is — comment “𝘾𝙋𝙏” below + DM me & I’ll share the document. 📄➡️ #startups #HealthcarePolicy #HealthTech #CMMI #ACCESSModel #Medicare #DigitalHealth
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Enke Bashllari, Ph.D.
Major drugmakers are partnering with AI x Bio startups at breakneck pace. And these aren’t small deals. They’re multi year, high stakes bets on AI as core infrastructure! - Fresh this week Insilico Medicine Medicine expanded its partnership with Eli Lilly with $100M in upfront and milestone payments (Nov 2025) - Accipiter Biosciences came out of stealth with a collaboration and license deal with Pfizer and with Kite, a Gilead Sciences company (Nov 2025) - Manifold Bio signed a $55M upfront deal with Roche with up to $2B in potential milestones (Nov 2025) - Nabla Bio struck a $1B deal with Takeda (Oct 2025) - Algen Biotechnologies announced a $555 million deal with AstraZeneca (Oct 2025) - Variational AI announced a deal with Merck with the potential value of $349M (Sept 2025) - Superluminal Medicines Inc. Medicines inked a $1.3B deal with Eli Lilly (Aug 2025) More and more keep showing up on my feed each week. At this point, partnering with big pharma looks less like a potential go to market path and more like *the* business model for AI in life sciences. But is it the right one? If AI platforms depend on back loaded payouts, pharma still holds the leverage. If upfronts grow, we may finally see both operating as true discovery peers, sharing risk, data, and value creation on equal footing. Anyone have insight into how these deal terms are actually shaking out? Image Credit: Fierce Biotech
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