EP 102. 샌프란시스코의 교훈: "사람들이 다 미쳤어요"

This is a field report by No Jeong-seok, who returned from a three-week stay in Silicon Valley where he met with Frontier Labs, NeoLab, startups, and VCs. He summarizes the market landscape condensed into the Frontier Model (Time Gap × Domain Gap), the post-train data war and test-time compute, and the gap between traditional research and foundational approaches identified at AI x Bio. It also covers the startup scene where founders in their early twenties and 400 billion won valuations have become the norm, how to utilize ICML Seoul Week, and news regarding the addition of new host Park Jong-hyun (sudoremove) and the reorganization of AI Frontier. 00:00 Opening: Returning from a 3-Week Business Trip to Silicon Valley 01:36 New Host Jonghyun Park (sudoremove) Joins 03:48 Three Purposes of the Trip: Frontier Lab, Startup Scene, AI x Bio 08:20 Meeting with swyx and Preparing for the AI ​​Engineer Summit Seoul 10:56 Time Gap × Domain Gap: The Market Condensing into Frontier Lab 14:02 Domains OpenAI Intends to Handle: Coding, Legal, Bio 15:10 Criteria for Choosing a Domain: Where RLVR Can Run 18:07 The AI ​​Market Divided into Markets 1, 2, and 3 19:55 The Post-Train Data Boom Buying Experts' Tacit Knowledge 21:11 The Reality of Training Infrastructure Optimization and Benchmark Maxing 24:04 Deepening RL, and the "Is RLVR AGI?" Debate 26:20 "No Research Progress in 2025": Algorithms Skepticism 27:54 Noam Brown's test-time compute and the new standard for benchmarks 31:27 AI x Bio: Doudna's skepticism and two approaches 33:37 The CNN era of bio, the emergence of the foundational approach 34:57 OpenCRISPR: AI has already innovated in that domain 36:59 Persuading domain experts or winning them 39:20 Personal genome pipeline built in three days with Codex 42:01 "Everyone is crazy": The Wild West era of founders in their 20s 45:45 ARR of 4 billion, valuation of 400 billion 46:50 Two types of founders: Dreamers and AI agent businesses 49:41 The reality of a $5 million salary, Silicon Valley wage structure 51:40 How this valuation is recouped: acqui-hire 54:42 200 teams in one YC batch, 1-minute demo day, the culture of pivoting 57:36 Rejuvenating VCs, Data Centers, Chips, Infrastructure, and the Korean Chip Ecosystem 1:02:00 ICML Seoul Week: How to Utilize Meetups and Social Media Management 1:04:13 AI Frontier Revamp: Lighter, Faster 1:06:26 Monthly AI Demo Day: Taking Korean Startups Global 1:08:47 Thoughts on the First 3-Person Recording and Wrap-up