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<p>We chat with AI founders about building great companies. As former entrepreneurs ourselves, we're not just investors - we work alongside our founders as true partners. Our focus is helping early-stage AI businesses, especially solo founders, tackle everything from product development to landing first customers. Join us for practical insights from the startup trenches.</p><p></p>
Language
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Publishing Since
3/17/2025
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Recent Episodes
May 15, 2025
Edward Hu on Inventing LoRA, MuTransfer & The Compute Revolution
<p><strong>(2:05)</strong> LoRA origins — Edward describes the practical need that led to the creation of LoRA at Microsoft in 2021 while collaborating with OpenAI </p><p><strong>(6:50)</strong> Why LoRA worked — Low-rank updates to large models made fine-tuning efficient and widely accessible</p><p><strong>(9:45)</strong> Biological analogy — LoRA as the equivalent of learning a new instrument with shared prior knowledge </p><p><strong>(11:35)</strong> Industry adoption — Edward reflects on companies thanking him for saving compute costs and resource usage </p><p><strong>(13:30)</strong> Intelligence as compression — Discussion of whether brains and AI share a compression-based structure for learning </p><p><strong>(17:15)</strong> Risks of over-biological inspiration — Why not everything in AI needs to imitate the brain </p><p><strong>(18:45)</strong> MuTransfer explained — Training stability via infinite-width theoretical insights and their practical payoff </p><p><strong>(23:00)</strong> Real-world impact of MuTransfer — Especially valuable for massive models at top labs like OpenAI, Anthropic </p><p><strong>(26:30)</strong> The joy of theory with impact — The rare but powerful moment when theory turns into applied breakthrough </p><p><strong>(28:05)</strong> Training trillion-parameter models — How MuTransfer enables precise hyperparameter prediction at scale</p><p> <strong>(30:30)</strong> Edward’s path — From Microsoft to PhD with Yoshua Bengio to OpenAI and now entrepreneurship </p><p><strong>(34:00)</strong> Why leave OpenAI? — Personal itch for autonomy and new challenges, despite leaving pre-vesting </p><p><strong>(37:20)</strong> From researcher to founder — Edward’s shift to launching multiple ventures with strong partners </p><p><strong>(41:00)</strong> “Tech alone isn’t enough” — Why proprietary data + distribution is the real edge for AI startups </p><p><strong>(44:00)</strong> Vertical vs horizontal plays — Studio model allows broad application of AI in many industries </p><p><strong>(46:40)</strong> Laura-as-a-metaphor — Marc proposes a meta analogy: Edward as the foundation, fine-tuned by domain experts </p><p><strong>(49:25)</strong> The fall of engineering costs — Why software is easier to build than ever, and what that unlocks </p><p><strong>(52:00)</strong> The new venture model — VCs must adapt to a world with lower costs and smaller teams </p><p><strong>(55:45)</strong> Edward’s self-awareness — On knowing his strengths and staying in his zone of genius </p><p><strong>(57:10)</strong> The Compute Exchange — Edward unveils a new project: a dynamic GPU auction platform for buyers and sellers </p><p><strong>(1:00:20)</strong> Compute is the new oil — Making GPU access as transparent and efficient as financial markets </p><p><strong>(1:02:10)</strong> On IP and creator rights — Edward’s take on respecting creativity, compensating artists, and not undermining the creative industry </p><p><strong>(1:06:00)</strong> The soul in human creation — Machines may be good imitators, but creativity may still be uniquely human </p><p><strong>(1:08:00)</strong> Recommended Reading — Edward recommends The Creative Act: A Way of Being by Rick Rubin as a meditation on creativity across disciplines </p><p><strong>(1:10:15)</strong> Outro — Marc reflects on Edward’s polymath career arc and cross-industry potential</p>
May 5, 2025
Frank Li, CEO Stately Bio forecasting biological outcomes
<p><strong>(2:10)</strong> Frank's background – Stanford, Palantir, Google, Calico, now Stately Bio</p><p><strong>(4:35)</strong> What Stately Bio does – Marrying brightfield imaging with modern ML for live cell analysis</p><p><strong>(8:10)</strong> Why brightfield imaging matters – Cheap, live, centuries-old tech meets new machine learning</p><p><strong>(12:05)</strong> Real-time monitoring and forecasting biological outcomes</p><p><strong>(18:20)</strong> How living cell observation shrinks iteration cycles</p><p><strong>(24:45)</strong> Applications to stem cell therapies: diabetes, Parkinson’s, liver, heart, kidney</p><p><strong>(30:10)</strong> ML advantage – Machine vision finds subtle signals invisible to humans</p><p><strong>(35:50)</strong> Stately Bio’s early success – New York Blood Center partnership</p><p><strong>(40:25)</strong> The cost advantage of imaging vs. single-cell omics</p><p><strong>(44:30)</strong> Platform vs pipeline – Why Stately is building therapies, not just a tool</p><p><strong>(50:00)</strong> Future verticals: Biomanufacturing, synthetic biology applications</p><p><strong>(54:50)</strong> Frank’s journey – From coder to founder to biotech CEO</p><p><strong>(1:00:05)</strong> Challenges in filtering conflicting advice as a founder</p><p><strong>(1:04:40)</strong> Surprise learnings from scaling Stately</p><p><strong>(1:09:00)</strong> ISCT conference announcements – New breakthroughs in suspension cells imaging</p><p><strong>(1:13:25)</strong> Big vision – Starting the phenomics revolution through live-cell analysis</p>
March 17, 2025
A conversation with Andrew Pannu
<p>Mark Jacobstein interviews Andrew Pannu, founding CEO of Sleuth Insights, a company providing AI-enabled competitive intelligence for BioPharma.</p><p></p><p><strong>Guest</strong>: Andrew Penuuu, founding CEO of Sleuth Insights, previously an analyst at Deutsche Bank and COVID Pharma</p><p></p><p><strong>OUTLINE</strong>:</p><p>0:00 - Introduction</p><p>1:47 - About Sleuth Insights</p><p>5:04 - Industry challenges in biotech intelligence</p><p>10:07 - Value of AI-powered analysis in biotech</p><p>13:45 - Product evolution and customer discovery</p><p>16:42 - Building a social media presence as distribution advantage</p><p>21:31 - Solo founder experience</p><p>26:30 - Evolution from self-serve software to "Swiss" model</p><p>32:45 - Vision for transforming BioPharma decision-making</p><p>35:26 - Reading recommendations</p>
3 total episodes available
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Frequently asked questions
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- What is Near Horizon?
<p>We chat with AI founders about building great companies. As former entrepreneurs ourselves, we're not just investors - we work alongside our founders as true partners. Our focus is helping early-stage AI businesses, especially solo founders, tackle everything from product development to landing first customers. Join us for practical insights from the startup trenches.</p><p></p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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