Sep 14, 2026 · 48 min · 11 segments
What comes after ChatGPT and Claude and Gemini? A founder who sold an AI company to Microsoft for $160 million just told us that LLMs are heading toward a dead end. And he's betting his next company…
Sam PasupalakGuestBoris EpsteinHostSo, you know, this must take like, you know, incredible minds to build what you're building.
Like, who do you want to hear from if they're interested in, you know, what you're building and tell us what types of people you're interested in and How could they reach you?

there's at least this, in my opinion, this whole... let's call it propaganda, has been created by some influential people in the industry.

And they believe that only the people who have created or were involved in some sort of improvements to the LLMs are the ones who are going to be the big, the top research scientists, and the rest of them are average.

If you think about it, The biggest innovators ever in the scientific field, okay, if you think about it, there's very few exceptions like Newton or Einstein, but most of them did the big innovation once in their life.

So what some venture capitalists are betting on that, you know, these people who already made, let's say, or were part of one innovation are also going to do it again and again and again.

And I think there's a lot, I think we want to work with people who haven't had their big success yet because they are super hungry to prove themselves.

And I think that's the kind of people we are excited to work with and who are excited by the mission and vision of the company.

And there's plenty of people like that and who will do whatever it takes to learn and Because there's less than 50 people in the world, by the way, who can do world modeling.

And the thing that's going on wrong right now in the industry is venture capitalists who don't understand much about technology.

They're like, hey, the LLM people are also going to be experts in other fields in AI.
So, you know, this must take like, you know, incredible minds to build what you're building.
Like, who do you want to hear from if they're interested in, you know, what you're building and tell us what types of people you're interested in and How could they reach you?

there's at least this, in my opinion, this whole... let's call it propaganda, has been created by some influential people in the industry.

And they believe that only the people who have created or were involved in some sort of improvements to the LLMs are the ones who are going to be the big, the top research scientists, and the rest of them are average.

If you think about it, The biggest innovators ever in the scientific field, okay, if you think about it, there's very few exceptions like Newton or Einstein, but most of them did the big innovation once in their life.

So what some venture capitalists are betting on that, you know, these people who already made, let's say, or were part of one innovation are also going to do it again and again and again.

And I think there's a lot, I think we want to work with people who haven't had their big success yet because they are super hungry to prove themselves.

And I think that's the kind of people we are excited to work with and who are excited by the mission and vision of the company.

And there's plenty of people like that and who will do whatever it takes to learn and Because there's less than 50 people in the world, by the way, who can do world modeling.

And the thing that's going on wrong right now in the industry is venture capitalists who don't understand much about technology.

They're like, hey, the LLM people are also going to be experts in other fields in AI.
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