Jul 26, 2026

State of Data — Sean Cai, Independent / State of Data

Sean Cai discusses the evolving landscape of AI data markets, highlighting the shift from raw annotation to high-quality, process-based data. He introduces "Verifier's Law" and its three axes to explain application layer maturity, critiques the shortcomings of current benchmarks, and predicts future AI trends by analyzing data market signals. Cai concludes by envisioning data companies transforming into "neo-labs" that provide enterprise-level reinforcement learning as a service and "Antikythera mechanisms" to manage and monetize real-world data assets.

Apr 30, 2026

I Read 9,000 AI Papers So You Don't Have To

Nick Vasiloglou, VP of Research at Relational AI, analyzes the key trends from NeurIPS 2025, highlighting the most impactful and under-the-radar developments for industry professionals. The discussion covers the rise of data markets through real-time attribution, the sophisticated engineering behind capable small language models (SLMs), the explosion of AI for science, and the shift towards post-training models with real-world tools.