Deep Values Frontier: AI Research Explained

DeepValues
DeepValues

AI explained from first principles: new AI research papers, large language models (LLMs), reasoning, memory, AI agents, AI chips and the companies building them. Each episode turns one real source, a paper, talk or interview from a leading lab, into a clear two-voice conversation with the source linked. From Deep Values (deepvalues.ai), the team behind the Deep Value Intelligence multi-agent analyst and the open-source research at research.deepvalues.ai. Chinese edition: 深度價值前沿. Video on YouTube @deep-values. Also on Apple Podcasts. The hosts are AI-generated voices, not the people discussed.

Episodes

  1. 1d ago

    Ilya Sutskever: AI Will Do Everything You Can in 3-10 Years

    Ilya Sutskever told University of Toronto graduates that the brain is a biological computer, so a digital one will eventually learn anything a human can. Here is his full logic, from AI doing its own research to progress going vertical, and why he says hands-on use of today's AI is the only way to build the intuition this calls for. Chapters (0:00) The Inevitable Future of AI (2:17) A Decade at University of Toronto (3:00) Psychological Friction of the Future (5:19) The Capability Shift in Computing (5:39) Current Deficiencies and Open Questions (6:20) The Brain as Biological Computer (9:16) The Logic of Extreme Acceleration (9:56) Cascading Impacts of Autonomous AI (10:59) Psychological Friction of the Future (12:20) Building Intuition Through Observation (14:02) Current Deficiencies and Open Questions (16:05) Humanity's Greatest Challenge and Reward (18:10) Apps for Intelligent Value Investors (18:34) Get the free apps DeepValues toolkit • Open-source research on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=ilya_sutskever_on_the_biological_compute • DeepValues for iOS, intrinsic value and margin of safety for any stock: https://apps.apple.com/us/app/deepvalues/id6775568608 • Is the market overvalued? Track it with Buffett Indicator (iOS): https://apps.apple.com/us/app/buffett-indicator/id6747404614 • The same market gauge on Android, Bubble Watch: https://play.google.com/store/apps/details?id=com.luluventures.buffett&referrer=utm_source%3Dspotify%26utm_medium%3Ddescription%26utm_campaign%3Dai • Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=ilya_sutskever_on_the_biological_compute • Developer API for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=ilya_sutskever_on_the_biological_compute Deep Values explains AI from first principles: the research papers, models, chips and companies shaping the AI era, and what they mean for builders and investors. Understand AI from first principles. • This episode on YouTube: https://youtu.be/cP5A-izQqaE Subscribe: https://youtube.com/@deep-values?sub_confirmation=1 Podcast (Deep Values Frontier): Spotify https://open.spotify.com/show/2FlcJXyfpOMhbSFhxYRSqu · Apple Podcasts https://podcasts.apple.com/us/podcast/id6826607834 Investing channel: https://youtube.com/@TheDeepValues

    Ilya Sutskever: AI Will Do Everything You Can in 3-10 Years

  2. 2d ago

    Why Google Wants Data Centers in Space: A 20-Year Bet | AI Explained

    Sundar Pichai explains why Google keeps giving scarce chips to frontier research ahead of paying cloud customers, and why it is putting TPUs into sun-synchronous orbit. The limit on AI is no longer the software. It is electricity, land, about 2,000 separate components and the human electricians needed to plug it all in. Chapters (0:00) Google's Infinite Compute Strategy (2:18) Argon Launch: Scale and Impact (3:39) Standard vs Frontier Models (4:22) The RSI Engine (6:23) Path to AGI: Converging Architectures (9:27) Cloud Revenue vs Frontier R&D (12:08) Safety and Supply Chain Bottlenecks (12:51) Data Centers in Space (15:09) Safety and Supply Chain Bottlenecks (16:52) Data Centers in Space (17:35) Computing Adapts to Humans (19:01) The Headless Agent Architecture (19:44) Argon Launch: Scale and Impact (20:43) Infinite Compute and Persistent Agency (21:28) Get the free apps DeepValues toolkit • Free research reports on 300+ companies: https://research.deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=why_google_wants_data_centers_in_space • Deep Value Intelligence, the multi-agent AI analyst: https://deepvalues.ai/?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=why_google_wants_data_centers_in_space • Developer API for your AI agents: https://app.deepvalues.ai/developers?utm_source=spotify&utm_medium=description&utm_campaign=ai&utm_content=why_google_wants_data_centers_in_space Deep Values explains AI from first principles: the research papers, models, chips and companies shaping the AI era, and what they mean for builders and investors. Understand AI from first principles. • This episode on YouTube: https://youtu.be/x_OiRc7wxmQ Subscribe: https://youtube.com/@deep-values?sub_confirmation=1 Podcast (Deep Values Frontier): Spotify https://open.spotify.com/show/2FlcJXyfpOMhbSFhxYRSqu · Apple Podcasts https://podcasts.apple.com/us/podcast/id6826607834 Investing channel: https://youtube.com/@TheDeepValues The two hosts' voices are AI-generated from the sources discussed. Educational content only; not investment advice. #AI #ArtificialIntelligence #LLM

    Why Google Wants Data Centers in Space: A 20-Year Bet | AI Explained

  3. 3d ago

    Why AI Must Learn to Forget: DeepMind's 1M-Token Problem

    Google DeepMind research VP Ed Chi explains why the next AI assistant will be judged on its worst day, not its smartest, and why memory must rank and forget rather than store everything. The moat is shifting from clever models to capability per dollar, and that changes how you read every AI launch. Deep Values explains AI from first principles: the research papers, models, chips and companies shaping the AI era, and what they mean for builders and investors. Understand AI from first principles. • Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai • DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608 Podcast & channels • Spotify: https://open.spotify.com/show/2FlcJXyfpOMhbSFhxYRSqu • YouTube (AI): https://youtube.com/@deep-values • YouTube (investing): https://youtube.com/@TheDeepValues The two hosts' voices are AI-generated from the sources discussed. Educational content only; not investment advice. #AI #ArtificialIntelligence #MachineLearning #LLM #DeepValues

    Why AI Must Learn to Forget: DeepMind's 1M-Token Problem

  4. 4d ago

    $220B AI Bet: How AWS Custom Chips Cut Costs 40%

    AWS plans to spend $220B on AI infrastructure in 2026 while its data centers are already sold out through 2027. We break down the capex cash cycle, why inference is still too expensive for most enterprises, and how Graviton and Trainium cut costs 30-40%. Deep Values explains AI from first principles: the research papers, models, chips and companies shaping the AI era, and what they mean for builders and investors. Understand AI from first principles. • Deep Value Intelligence (multi-agent AI analyst): https://deepvalues.ai • DeepValues for iOS (intrinsic value of any stock): https://apps.apple.com/us/app/deepvalues/id6775568608 Podcast & channels • Spotify: https://open.spotify.com/show/2FlcJXyfpOMhbSFhxYRSqu • YouTube (AI): https://youtube.com/@deep-values • YouTube (investing): https://youtube.com/@TheDeepValues The two hosts' voices are AI-generated from the sources discussed. Educational content only; not investment advice. #AI #ArtificialIntelligence #MachineLearning #LLM #DeepValues

    $220B AI Bet: How AWS Custom Chips Cut Costs 40%
  • 4 Episodes

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AI explained from first principles: new AI research papers, large language models (LLMs), reasoning, memory, AI agents, AI chips and the companies building them. Each episode turns one real source, a paper, talk or interview from a leading lab, into a clear two-voice conversation with the source linked. From Deep Values (deepvalues.ai), the team behind the Deep Value Intelligence multi-agent analyst and the open-source research at research.deepvalues.ai. Chinese edition: 深度價值前沿. Video on YouTube @deep-values. Also on Apple Podcasts. The hosts are AI-generated voices, not the people discussed.

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