Infinite Curiosity Pod with Prateek Joshi

Prateek Joshi

The best place to find out how AI builders build. The host Prateek Joshi interviews world-class AI founders and VCs on this podcast. You can visit prateekj.com to learn more about the host.

  1. Building an AI Mathematician | Carina Hong, CEO of Axiom Math

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    Building an AI Mathematician | Carina Hong, CEO of Axiom Math

    Carina Hong is CEO of Axiom Math, where they're building a self-improving superintelligent reasoner, starting with an AI mathematician. She's a Rhodes Scholar, first-gen college grad and mathematics prodigy who earned dual degrees in mathematics and physics from MIT in 3 years. And a joint JD/PhD at Stanford. They just raised a $64M seed round from B Capital, Greycroft, Madrona, and Menlo Ventures.  Carina's favorite books: Proofs from THE BOOK (Author: Martin Aigner, Günter M. Ziegler) (00:02) Intro (00:38) What self-improving mathematical superintelligence means (04:04) Proofs as programs: Lean and the data gap (06:36) How AI proves: human-style vs. Lean-style reasoning (10:43) Carina’s journey: from Olympiad problem-solver to theory-builder (14:47) The engine room: data, infra, and building a math knowledge graph (17:42) Verifying results: compile checks vs. LLM judges (18:56) Self-improvement loops: skills libraries, memory, and conjecture↔prover curricula (21:30) Synthetic data & auto-formalization strategy (24:00) Benchmarks that matter: miniF2F, CombiBench, miniCTX v2 (26:24) Why combinatorics is uniquely hard for AI (31:13) Compute footprint & scaling philosophy (32:20) In-house Lean tooling and productization path (33:57) Early use cases: formal verification in hardware/software (36:19) Team blueprint: AI, programming languages, and math (37:35) Scaling laws, efficiency, and bottlenecks (38:26) If Axiom works: what becomes cheaper/faster for the world (40:22) Rapid Fire Round -------- Where to find Carina Hong:  LinkedIn: https://www.linkedin.com/in/carina-hong/ -------- Where to find Prateek Joshi:  Research column: https://www.infrastartups.com Newsletter: https://prateekjoshi.substack.com  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi

    45 min
  2. 24 OCT

    From 0 to $15M ARR in 3 months | Mukund Jha, CEO of Emergent

    Mukund Jha is CEO of Emergent, an agentic vibe-coding platform. They've raised $23M from Lightspeed, Y Combinator, Together Fund, and Prosus. He was previously the cofounder and CTO of Dunzo, a hugely popular ecommerce company in India. Mukund's favorite books: The Hard Thing About Hard Things (Author: Ben Horowitz) (00:01) Intro (00:07) State of vibe-coding and where we are today (01:42) Emergent in plain English: what the product delivers (03:07) From prototype to traction: the first 90 days (06:03) What changed in the last 24 months (models + infra) (08:13) Early infra bets that enabled speed (12:07) Precision vs. control: editing and debugging without code (14:21) One-click to production: the unglamorous infra behind it (15:55) Points of failure across prompt → plan → code → test → deploy (17:53) Models division of labor: planning, codegen, tests, commits (20:05) What “reasoning” means and how they evaluate it (22:13) Context & memory strategy (beyond naive RAG) (24:22) Representing large codebases so agents don’t hallucinate structure (27:03) Orchestration walkthrough: adding SSO end-to-end (29:40) Agent coordination protocols (how agents talk) (31:05) Debugging long-running agents and trace observability (32:37) Company-building lessons from Dunzo to Emergent (36:10) Philosophy: offloading decisions to models (36:57) Rapid Fire Round -------- Where to find Mukund Jha:  LinkedIn: https://www.linkedin.com/in/mukund-jha-a1596413/ -------- Where to find Prateek Joshi:  Newsletter: https://prateekjoshi.substack.com  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi

    42 min
  3. 9 OCT

    Diffusion LLMs - The Fastest LLMs Ever Built | Stefano Ermon, cofounder of Inception Labs

    Stefano Ermon is the cofounder of Inception Labs and an associate professor at Stanford. Inception is developing a new type of AI models called Diffusion LLMs. Stefano's favorite book: If on a Winter's Night a Traveler (Author: Italo Calvino) (00:01) Introduction (00:38) What are autoregressive LLMs and how do they work (02:28) How diffusion LLMs rethink generation (04:02) The ceiling of autoregressive LLMs: cost, latency, reliability (06:19) Why diffusion LLMs are commercially viable now (09:12) Parallel refinement: how diffusion models generate text (12:05) Understanding diffusion steps and efficiency (13:49) Hardest engineering challenges at Inception (15:23) From research to production: the power of data (16:24) Where diffusion LLMs still lag behind (18:18) Evaluations and benchmarks for diffusion LLMs (20:20) Developer experience and OpenAI-compatible API (21:47) Economics and GPU efficiency (23:38) Hardware and runtime stack (24:58) Competition and the evolving diffusion LLM landscape (27:01) Where diffusion will win first — coding and agentic systems (30:13) How diffusion changes infra, serving, and hardware design (33:04) What’s next at Inception: reasoning and multimodality (35:20) Rapid Fire Round -------- Where to find Stefano Ermon:  LinkedIn: https://www.linkedin.com/in/ermon/ -------- Where to find Prateek Joshi:  Research column: https://www.infrastartups.com Newsletter: https://prateekjoshi.substack.com  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi

    39 min
  4. 8 SEPT

    Infra Investing | Astasia Myers, GP at Felicis

    Astasia Myers is a GP at Felicis, an iconic VC firm with investments in companies like Shopify, Canva, Adyen, Notion, Mercor, Plaid, Supabase, Flexport, and more.  Astasia's favorite books: God's Bankers (Author: Gerald Posner) (00:01) Introduction (00:26) Astasia’s Infra Thesis (03:59) Golden Age of Infra & Innovators Network (06:22) RL Environments & AI Agents (08:57) Disruption Opportunities: Data & Observability (11:31) Where to Find Infra Founders (16:31) Early Signals & Thesis-Driven Investing (18:01) Picking & Decision-Making Process (20:11) Red Flags in Infra Investing (22:20) References & Diligence (24:35) Proof of Usage & Production Signals (26:24) Building Edge as an Investor (28:01) How Felicis Helps Founders Post-Investment (30:05) Consensus vs. Contrarian Views in Infra (32:09) Tourist Traps in Infra Investing (34:43) GTM & Sales Motion in Infra (37:25) Pricing Strategies for Infra Startups (40:09) Ecosystem vs. Core Product Focus (42:15) Lessons from Outlier vs. Good Companies (44:30) Infra Wedges to Fund Today (45:23) Commoditized but Promising Categories (47:06) Exciting AI Advancements (48:21) Rapid Fire Round -------- Where to find Astasia Myers:  LinkedIn: https://www.linkedin.com/in/astasiamyers/ -------- Where to find Prateek Joshi:  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi Research column: https://infrastartups.com

    52 min
  5. 2 SEPT

    Putting AI On-Call for Humans | Spiros Xanthos, CEO of Resolve AI

    Spiros Xanthos is the CEO of Resolve AI, a platform to put AI on-call for humans. He previously started Log Insight that was acquired by VMware. And started Omnition that was acquired by Splunk. He also helped start OpenTelemetry. They've raised $35M from amazing investors such as Greylock. Spiros's favorite books:  - Zero to One (Author: Peter Thiel) - Build (Author: Tony Fadell) (00:01) Introduction & Setting the Stage (00:42) AI’s Impact on Software Engineering (02:55) What Reliability Means in Software (04:34) Resolve AI Explained in Plain English (06:33) Real-World Example of Resolve in Action (08:28) Early Customers & Lessons from Company Building (11:40) OpenTelemetry & The Open Source Journey (16:55) Positioning a Developer Tool in a Crowded Market (18:58) Philosophy of Product Building (21:06) Cultural Norms: What to Keep and What to Change (24:33) Radical Transparency & Team Dynamics (26:50) Recruiting for Resilience in Early Team Members (28:59) Future of AI in Software Engineering (31:25) Resolve AI Roadmap & Expansion Plans (33:28) Exciting AI Advancements on the Horizon (35:17) Rapid Fire Round -------- Where to find Spiros Xanthos:  LinkedIn: https://www.linkedin.com/in/spiros/ -------- Where to find Prateek Joshi:  Newsletter: https://prateekjoshi.substack.com  Website: https://prateekj.com  LinkedIn: https://www.linkedin.com/in/prateek-joshi-infinite X: https://x.com/prateekvjoshi

    39 min

Información

The best place to find out how AI builders build. The host Prateek Joshi interviews world-class AI founders and VCs on this podcast. You can visit prateekj.com to learn more about the host.

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