The Evolving Thought Process of DeepSeek

Join Tommy Shaughnessy from Delphi Ventures as he hosts Sam Lehman, Principal at Symbolic Capital and AI researcher, for a deep dive into the Reinforcement Learning (RL) renaissance and its implications for decentralized AI. Sam recently authored a widely discussed post, "The World's RL Gym", exploring the evolution of AI scaling and the exciting potential of decentralized networks for training next-generation models.

The World’s RL Gym: https://www.symbolic.capital/writing/the-worlds-rl-gym

🎯 Key Highlights

The three phases of AI scaling: Pre-training, Inference Time Compute, and the RL Renaissance.

How DeepMind's novel RL approach (using GRPO) created powerful reasoning models with minimal human data.

Understanding "reasoning traces" and how models learn to "think" longer and more effectively.

The potential downsides of human preference data potentially inhibiting model creativity, drawing parallels to AlphaGo.

Exploring the "World's RL Gym" concept: Decentralizing RL through open environments, diverse tasks, and verified data.

Why open, collaborative RL environments might outperform closed-source labs in generating diverse AI strategies.

The critical role of high-quality base models for successful RL fine-tuning.

Future AI architectures: Continuous learning and the potential of modular Mixture-of-Experts (MoE) models.

Current landscape: Open-source vs. proprietary AI, the challenge of model lock-in, and the role of crypto networks.

Debunking recent claims that "RL is dead" and understanding its true impact.

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🧠 Follow the Alpha

Tommy's Twitter: @Shaughnessy119

Sam's Twitter: @SPLehman

Symbolic Capital’s Twitter: @symbolicvc

🔗 Connect with Delphi

🌐 Portal: https://delphidigital.io/

🐦 Twitter: https://twitter.com/delphi_digital

💼 LinkedIn: https://www.linkedin.com/company/delphi-digital

🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction: Sam Lehman, Symbolic Capital & "The World's RL Gym"

01:30 - History of AI Scaling: Pre-training Era

03:30 - Phase 2: Inference Time Compute Scaling

09:30 - Phase 3: The RL Renaissance & DeepMind Moment

14:30 - How DeepMind Trained R1 without Human Preferences

16:30 - AlphaGo Analogy: Human Data Inhibiting Creativity?

20:30 - Generalizability of RL Training: How Far Does It Go?

22:30 - The "Aha Moment": Models Learning to Think Longer

25:30 - Concept: Decentralized RL & The World's Gym

31:30 - Why Decentralize RL? Open Collaboration vs. Closed Labs

35:00 - Understanding Reasoning Traces

39:00 - Current Decentralized RL Projects (Prime Intellect, General Reasoning)

41:30 - Future Architectures: Continuous Improvement & Modular Models

46:30 - Open Source vs. Proprietary AI: Landscape & Challenges

50:30 - The Lock-In Problem with Foundational Models

52:30 - Is AGI Here? Experiences with GPT-4o

56:30 - Investment Focus in Decentralized AI

59:00 - Modular MoE Models & Jensen's HDEE Paper

1:03:00 - Debunking "RL is Dead" Claims

1:06:00 - Importance of Performant Base Models for RL

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.