Everyone’s Misunderstanding AI’s True Potential | Radical AI, Joseph F. Krause
Meet Joseph Kraus, Co-Founder and CEO of Radical AI, the company trying to reinvent a 150-year-old scientific process by building scientific AGI (Artificial ...
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Intro
- 00:00AI is so incredible. This technology is
- 00:03going to change the world. What I don't
- 00:04understand is why everyone is picking
- 00:07lowhanging fruit and solving small
- 00:10problems. We saw a bunch of AI companies
- 00:12in software or you know normal SASbased
- 00:16businesses. [music]
- 00:17Why is no one using AI to cure cancer?
- 00:20We are trying to disrupt the process
- 00:21that is 150 years old with some of the
- 00:24biggest companies today in materials. We
- 00:27want to reinvent the way we do the
- 00:29[music] scientific process. We don't
- 00:31struggle with driving one, two or
- 00:34[music] five percent improvements in a
- 00:36current system. What is incredibly
- 00:38challenging is novel discovery. The most
- 00:41important areas are the most
- 00:43challenging. I think those [music] are
- 00:45the things people should work on because
- 00:46if you succeed, you will fundamentally
- 00:49reshape human trajectory. Every single
- 00:52person that we hire into radical AI, we
- 00:55ask the same [music] question. If you
- 00:56are looking for a job, this is not the
- 00:59place for you. You're incredibly
- 01:01intelligent. You [music] can go get
- 01:02employed other places. If you are
- 01:04looking for a mission, then you should
- 01:06come work here.
- 01:14My name is Joseph Krauss. I'm [music]
- 01:16the co-founder and CEO of Radical AI. At
- 01:18Radical AI, we are building artificial
- 01:20general intelligence for scientific
- 01:22[music] discovery starting in material
- 01:25science. The material discovery process
- 01:27is challenging today. Processes in
- 01:30materials just take an incredibly long
- 01:32time, typically 10 plus years. Our AI
- 01:35agents will index millions of scientific
- 01:37[music] publications and learn what a
- 01:40field has done already. And so this
- 01:41process can happen [music] at an
- 01:43incredible speed in the comparison to a
- 01:46human scientist about 370 times the
- 01:48speed we operate as a human scientist
The One Mission That Shaped My Life
- 01:50today.
- 01:54I just always was taught and really
- 01:56wanted to be like my dad in pursuing
- 01:59something that I knew I was the best in
- 02:01the world at and that I truly love to
- 02:03do. My father, he always instilled that
- 02:05not just about being happy about what
- 02:08you're doing, but much more engaged in
- 02:10what you're doing. Find the thing that
- 02:13you can be better at anyone else in the
- 02:15world in. Where can I make an impact?
- 02:17That for me has always been this guiding
- 02:18light into what I want to do and how I
- 02:20want to do it. And so when I was an
- 02:22undergraduate, I actually bumped into
- 02:24someone who was serving part-time in the
- 02:26National Guard. I really wanted to go to
- 02:29a military academy in the United States.
- 02:31They're incredibly prestigious. You have
- 02:33the opportunity to serve the country. So
- 02:35I thought that this would be for me. And
- 02:37[music] the US National Guard is a
- 02:39reserve component both of the Army and
- 02:41the Air Force. You pretty much go to
- 02:44drill one weekend a month and then you
- 02:45do two weeks in the summer of training
- 02:47to actually make sure you're up to code
- 02:49with your military training. and if you
- 02:50ever get deployed down range. I was
- 02:52like, well, this is amazing. I can
- 02:54continue to study, but I can also serve
- 02:56in the military in my free time is the
- 02:58way I looked at it. So, I enlisted in
- 03:00the military my junior year of college.
The First Experience in a Strong Mission-Driven Organization
- 03:02Basic training is an amazing experience,
- 03:04right? Because you're with a bunch of
- 03:07people you've never met in your life.
- 03:08Meeting people from so many different
- 03:11walks of life. I met people from New
- 03:14York, Pennsylvania, Georgia, Maine, and
- 03:16the East Coast through to the Midwestern
- 03:19or or or western states all the way
- 03:20through to California coming from San
- 03:22Diego or Silicon Valley. And everyone
- 03:25was there for the same mission. They
- 03:27were there for the same goal of building
- 03:30a stronger military to protect and
- 03:32defend [music] the freedoms that America
- 03:34likes to propagate throughout the world.
- 03:36That was not only inspirational but was
- 03:38the first time I was forced to remove
- 03:41myself from the equation and put the
- 03:43mission of the team which was the
- 03:45battery that I was serving in before
- 03:47yourself. And that was an incredibly
- 03:49insightful lesson and so went away to
- 03:50basic training and then came back and
- 03:53finished my senior year and then went
- 03:54away to training again before starting
- 03:56graduate school at Rice.
Choosing Rice to Make a Bigger Impact
- 03:58So for Rice there were one specific
- 04:01reasons. I had went to this
- 04:03undergraduate research symposium which I
- 04:05presented my work on and I won that
- 04:08symposium and in winning the symposium
- 04:10the best presentation I got to sit with
- 04:13a bunch of both graduate students and
- 04:16professors inside the program and ask
- 04:18them about their research and what they
- 04:20were working on and there was a
- 04:22concurrent theme through that. They were
- 04:24all working on problems that could have
- 04:25a big impact, [music]
- 04:27actual things that they were trying to
- 04:28transition at one point or another. I
- 04:31interviewed at a lot of graduate
- 04:32programs when I was thinking about where
- 04:34to go to school and none had felt as
- 04:37strong as I did when I met the faculty
- 04:39and students at Rice and this kind of
- 04:41focus on the future and what they were
- 04:43trying to build. So, I was doing them
- 04:45concurrently in graduate school and in
- 04:48the military at the same time, but I
- 04:50didn't know what I wanted to do after
- 04:52[music] graduate school. I didn't know
- 04:53if I wanted to be a professional
- 04:54scientist. I had thought about fields
- 04:56like law, patent law. So in graduate
- 04:59school, I did this deep dive in
- 05:01understanding where could I make an
- 05:02impact.
Leaving the Research Field to Make a Bigger Impact
- 05:05While I was serving in the National
- 05:06Guard, I was also not together a
- 05:10scientist at the Army Research Lab. It
- 05:12is this corporate research lab that the
- 05:14US Army has a bunch of scientists
- 05:16working in to try to push novel research
- 05:20up to higher technology readiness levels
- 05:22or or make that science more
- 05:24approachable for the army. We used to
- 05:26have these commanders who would come
- 05:27through and tour the facility. We would
- 05:29have to tell them why the work we were
- 05:32doing was relevant to the army and their
- 05:35relevance was not the same relevance to
- 05:37us. They were thinking about future
- 05:38conflict about how to bolster the force
- 05:41or make it stronger. We were thinking
- 05:43around electrons and and hydrogen atoms
- 05:45and thinking about making new novel 2D
- 05:47materials for different technologies.
- 05:49And so there was this disconnect [music]
- 05:51between leadership at the army and the
- 05:53scientific perspective that we were
- 05:55driving. And there was this day where I
- 05:57had to actually explain why what we were
- 05:59doing in the lab could eventually impact
- 06:02future of warfare or future technology
- 06:04that the army would want to use. And
- 06:06that's when I realized that that is
- 06:08exactly what I wanted to do. I wanted to
- 06:11transition from this fundamental area of
- 06:13research driving our understanding of
- 06:16science to actually commercialize
- 06:17science. Science that could actually go
- 06:19into products and make a difference. And
- 06:22that was where things started to come
- 06:23together that the only way to really do
- 06:25this is to actually push technology in
- 06:28[music] a novel way in which case
- 06:30startups are the best in my opinion the
- 06:32best place to do that today. Okay. I
The most important lesson from Kevin Ryan
- 06:34know one day I want to build a company,
- 06:37but I have no idea how to build it. And
- 06:40so I said, let me find entrepreneurs and
- 06:43investors who have built a company in
- 06:45the past and now are investing in the
- 06:47companies of of the future. And so I
- 06:49looked up a bunch of venture
- 06:51capitalists, entrepreneurs, and really
- 06:54wanted to be in New York. Actually, I I
- 06:55tailored my searchs to New York and I
- 06:57bumped into Kevin Ryan. Kevin Ryan is a
- 06:59prolific entrepreneur in New York City.
- 07:01[music]
- 07:01He built and ran doubleclick before
- 07:03taking that company public. And then he
- 07:04came out of that and started Ali Corp,
- 07:07which is both an incubation studio as
- 07:10well as an early stage investment firm.
- 07:12And when I talked to Kevin, I had told
- 07:14him, if you're not investing in
- 07:15materials, you're not going to invest in
- 07:16the future. And he said, "That's a big
- 07:18that's a big bet. Why don't you come
- 07:20prove that out?" And so I took a leave
- 07:21of absence. I moved to New York a week
- 07:23later, and I had a six-month internship
- 07:26to see if this was the field for me, if
- 07:28this was the career for me. Kevin had
- 07:30taught me early part of my career that
- 07:32you have to have a bias to action and
- 07:35just get things done. Strategy can be
- 07:38effective but most of the time will also
- 07:41lead to a dead end with no action
- 07:44involved. The best entrepreneurs have an
- 07:46immense [music] bias to action. They
- 07:49just get things done and in doing so
- 07:52watch the results unfold in front of
- 07:54them as they do that and then they
- 07:56continue to go to go through their
- 07:58process. [music]
- 07:58Startups are already hard enough and the
- 08:01way to make them easier is to do more
- 08:04than anyone in your space will do with
- 08:06more information than anyone in your
- 08:07space has with a thesis [music] that no
- 08:10one else has been able to come up with.
- 08:11That is truly what can drive good value
- 08:13and I think a bias to action is the most
- 08:15important lesson I've learned from him.
Stop Using AI to Solve Tiny Problems
- 08:21One of my other co-founders and I were
- 08:23both investors at at Ali Corp and Jorge
- 08:26was looking into AI technology as every
- 08:29good investor was, but really at a
- 08:32fundamental level. He was reading the
- 08:34publications coming out on novel
- 08:36architectures and novel approaches to
- 08:39machine learning and really what the
- 08:41impact of the technology was. and he
- 08:43came over to me one day. We sat next to
- 08:45each other in the office and said, "You
- 08:47know, AI is so incredible. I am actually
- 08:50convinced this technology is going to
- 08:52change the world. What I don't
- 08:53understand is why everyone is picking
- 08:56lowhanging fruit and solving small
- 08:59problems. Why is no one using AI to cure
- 09:02cancer?" was the question he asked me.
- 09:04And and I said, "Well, I don't know
- 09:06about curing cancer, but that's a really
- 09:08good opportunity." And so we spent the
- 09:10next month and a half reading hundreds
- 09:13of research papers on all the different
- 09:15fields that we think AI could be put
- 09:17into. And finally it dawned on me that
- 09:20well material science problems with
- 09:22fragmentation, slowmoving ability, you
- 09:25know, lack of progress over short
- 09:26timelines. This might be a great area
- 09:29for AI to be implemented in. And so we
- 09:32took another deep dive and we read every
- 09:34publication we could find at the
- 09:36intersection of material science, AI,
- 09:39and as we found out, robotics. And that
- 09:42led us to our third co-founder, Herd
- 09:44Cedar, who had built an autonomous
- 09:47scientific lab at Lawrence Berkeley
- 09:49National Lab. And together with him, us
- 09:51three really saw and came up with this
- 09:54vision for where science is going to go,
- 09:56where AI and autonomy are going to build
- 09:58a new paradigm of scientific discovery,
- 10:01driving us from a human-driven to an AI
- 10:03and autonomydriven process. And we were
- 10:05all aligned that whether we started
- 10:08Radical AI or not, this is the way
- 10:10science was going to go. And it had to
- 10:13be us who were going to build this
- 10:15company. And so all three of us agreed
- 10:17and that was the formation story for
- 10:18radical AI. The most important areas are
- 10:22the most challenging. I think those are
- 10:24the things people should work on. I
- 10:26think if you look at technology today,
- 10:29we don't struggle with what we call
- 10:32optimization problems at Radical AI,
- 10:34driving one, two, or 5% improvements in
- 10:37a current system. We're actually quite
- 10:39good at that. What is incredibly
- 10:41challenging is novel discovery. And
- 10:44that's where most hard problems lie. And
- 10:46when us three wanted to form the company
- 10:48and we're going to build radical AI, we
- 10:51had this opinion that if you want to
- 10:52impact the most important industries in
- 10:55the world, automotive and aerospace,
- 10:57manufacturing and defense, climate
- 10:59energy, semiconductors, all of them are
- 11:01a direct result from materials R&D. But
- 11:04these processes in materials just take
- 11:06an incredibly long time, typically 10
- 11:08plus years and an exorbitant amount of
- 11:11cost to go from a novel discovery to a
- 11:13scale material system. And this was the
- 11:15exact place [music] that we could make a
- 11:17massive impact. We think AI and autonomy
- 11:20[music] are going to drive change in the
- 11:22process and in doing so can actually
- 11:25unlock and remove materials as our
- 11:27biggest barrier to some of our most
- 11:29important industries. And I think if you
- 11:30are aligned on that mission, then the
- 11:34problems that you want to solve are
- 11:35naturally going to be hard because if
- 11:37you succeed, you will [music]
- 11:40fundamentally reshape human trajectory.
- 11:42And that is an incredibly impactful
- 11:44thing to be able to do and also
- 11:46incredibly important to the future of
- 11:48the world.
- 11:50I'm Taylor Rottwell, the founder and CEO
- 11:52of Laravel. Our mission is to help
- 11:55developers build, deploy, and monitor
- 11:57applications consistently and
- 11:58beautifully.
- 12:00Starting projects is great, but more
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- 12:03Great ideas mean nothing until they
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How I Raised $55M in 45mins
- 12:56We're going to leave Ali Corp and we're
- 12:58going to raise money of course to start
- 13:00the company and Ali Corp as I mentioned
- 13:02likes to incubate companies and we were
- 13:03incubating this company inside the Ali
- 13:05Corp umbrella. So we knew Kevin had told
- 13:07us they are going to put some money in
- 13:09in this incubation setting and then
- 13:11we'll roll out from there and we knew we
- 13:13needed a lot of capital. Material
- 13:14science is a hard business to build in
- 13:16and we are building a full stack
- 13:18solution which requires a lot of
- 13:20capital. So we knew we wanted to raise a
- 13:22fairly large preede round and so we went
- 13:25to Kevin and said look we're going to
- 13:26we're going to start this company put
- 13:27together a whole 100page pitch deck on
- 13:29why we think the opportunity is now
- 13:31where the technology is today why
- 13:33interdisiplinary approach is incredibly
- 13:35important to solving the problem. The
- 13:37reason AI is so impactful in this space
- 13:40is its ability to index information. The
- 13:43best example that we always like to give
- 13:45is Alph Go. [music] It was this AI that
- 13:48was built by the Google team and it
- 13:50played the best player in the world, a
- 13:51game of Go. And the best part of the
- 13:52story is this infamous move it makes
- 13:54where everyone watching thinks the AI
- 13:56makes a mistake and in reality it has
- 13:58indexed so many games of Go. It made a
- 14:00move the human brain has never thought
- 14:01of before. [music] And when we take that
- 14:03to science, all of our limitations in
- 14:06science come from the human brain. How
- 14:08many papers can we read? How many things
- 14:11can we simulate? [music]
- 14:12how many experiments can we run and then
- 14:14how do we tie all those together to make
- 14:16a new hypothesis on what we want to
- 14:18build. But if you bring AI and autonomy
- 14:20to the center of that, you unlock this
- 14:23indexing problem that a human scientist
- 14:25feels. You can read millions of
- 14:27publications, simulate billions of
- 14:30materials and test thousands of them
- 14:33connecting all this information in real
- 14:35time. And so if you can do that, the
- 14:39world that we think we can really build
- 14:41is one that is what we call inversely
- 14:44designed where we are no longer making
- 14:47materials and then looking for a
- 14:49solution to solve. We are actually
- 14:52taking our hardest problems and
- 14:54inversely designing material from that.
- 14:56And human scientists can't do that
- 14:59[music] today or if they can can do so
- 15:03in only very very long time frames
- 15:06whereas AI and autonomy can do that
- 15:09incredibly fast and incredibly [music]
- 15:12efficient. What we actually think AI can
- 15:14do is not replace that scientist but
- 15:17rather give them the tools and the
- 15:18capabilities [music] to index across a
- 15:21multitude of different experimental
- 15:22processes. So they are spending their
- 15:25time thinking around what next material
- 15:27to build or what next problem to solve
- 15:30and not on going through the monotonous
- 15:32process of [music]
- 15:33fundamental research. That is really
- 15:35where we see the impact on AI for
- 15:37science and how we are building the
- 15:40future of the scientific process. And to
- 15:42Kevin's credit he said you're not going
- 15:44to raise money anywhere else. I want to
- 15:47give you all of it. And so he was the
- 15:48only investor. We raised our preede
- 15:50round in about 45 minutes uh which was
- 15:52great. and we were able to get started
- 15:54and start building and us three started
- 15:56recruiting from that time on and built
- 15:58the company that that we have today.
The 51% Rule
- 16:06We are incredibly
- 16:08passionate about the culture that we
- 16:10build at the company. Every single
- 16:11person that we hire into Radical AI, we
- 16:14ask the same question. If you are
- 16:16looking for a job, this is not the place
- 16:18for you. You're incredibly intelligent.
- 16:20You can go get employed other places. If
- 16:22you are looking for a mission then you
- 16:24should come work here. Every person that
- 16:27comes to radical AI deeply deeply
- 16:30believes in the mission that we are
- 16:31going after. [music] And the way that we
- 16:33keep that alignment is through culture.
- 16:36We are never afraid to fail. We actually
- 16:40know failure [music] is a part of the
- 16:43discovery and learning process. And so
- 16:45we will push aggressively, relentlessly
- 16:49to drive technology to rethink from
- 16:52first principles and to build a
- 16:54connected system that can truly discover
- 16:56novel materials. So we adopted a rule
- 16:58very in the company. I believe SpaceX
- 17:00started it called the 51% rule where
- 17:03when you are at 51% confidence on a
- 17:06decision, you just make that decision.
- 17:08And the reason why is you will actually
- 17:11cause more time and less efficacy across
- 17:14the company by debating on decisions
- 17:17that you could otherwise quickly decide
- 17:19on and see what the result of that
- 17:20decision is going to be. When it comes
- 17:22to 51% two different things that we
- 17:24think about first how big is the
- 17:26decision and second what are the risks
- 17:29if the decision is wrong and those two
- 17:32together allow us to actually identify
- 17:34when we are at 51% or not. Of course, we
- 17:37do a bunch of research and have a bunch
- 17:40of conversations and debate around
- 17:42getting to that confidence interval of
- 17:4451%. But when it is a decision in
- 17:47dayto-day, for example, it's not year
- 17:49defining or or really decade defining
- 17:52and what we're trying to go after. Well,
- 17:54then [music] we can have confidence to
- 17:56make it quickly. And when we think about
- 17:58what the other side of that decision is,
- 18:00what is the worst case scenario that
- 18:02happens that usually alerts you to you
- 18:05are already at 51% or you are nowhere
- 18:08near 51%. And that is a great checkpoint
- 18:11that we ask ourselves and everyone in
- 18:13the company and constantly pushing
- 18:15towards uh getting getting at quick
- 18:17decision-m but effective decision-m as
- 18:19well. You know, 51% is not about just
- 18:22making decisions fast for fast sake. 51%
- 18:26is making decisions that you are already
- 18:29going to make, just making them earlier
- 18:31and then dealing with the effect of not
- 18:34always being 100% correct. Because no
- 18:36matter if you think about a decision for
- 18:372 weeks or 2 years, there's still a
- 18:40likelihood that you're not going to be
- 18:41correct. And because we operate the
- 18:43company that way, failure is inherent.
- 18:46You will automatically fail if you come
- 18:48work at Radical AI in something that you
- 18:50do. We don't view someone as failing or
- 18:54a project as failing. We view it as
- 18:56learning and an opportunity to recreate
- 18:59the process that we just thought that we
- 19:01should build. And so for us, I actually
- 19:03think we go deeper into the essence of
- 19:06asking why and first principles. And we
- 19:08don't view things as failure. It is just
- 19:10normal to try things that don't work,
- 19:13learn from them, and try again at
The One Piece of Advice to My Past Self
- 19:15Radical AI. One of my favorite quotes in
- 19:18the world is, you know, Steve Jobs is
- 19:19connecting the dots. You can never
- 19:21connect the dots looking forward. You
- 19:23can only connect them looking backwards.
- 19:25This is an exact moment where I didn't
- 19:26know where this dot was going to lead.
- 19:28But now when I look back, it was
- 19:30imperative that I went through that
- 19:32experience and [music]
- 19:33lived through the frustrations of
- 19:35materials research today. You need dots
- 19:37to be able to connect. And while you
- 19:39might not know where this dot is going
- 19:41to make an impact, you never know where
- 19:43it is going to [music]
- 19:44or how it is going to impact what comes
- 19:47next. And so I didn't care that I didn't
- 19:49know what was coming next.
- 19:50[music]
- 19:50I didn't care if it was going to work or
- 19:52not. I didn't care if I was going to be
- 19:55a scientist or not in in the real
- 19:57retrospect. What I cared about was
- 19:59continuing to push forward and searching
- 20:01for the answer. And I think that's truly
- 20:03how I ended up getting to the answer.
- 20:04So, I just reminded myself every day
- 20:06that this will lead to something. You
- 20:08have to never ever give up no matter the
- 20:11scenario. We want to remove materials as
- 20:14the blocker to those innovations. And
- 20:16that's why we don't think there's an end
- 20:18[music] to the company. We think this
- 20:19company will be 100, 200 years old. It
- 20:22will way outlive myself and and the two
- 20:24co-founders. This is a company and a
- 20:26technology [music] that when it succeeds
- 20:29will truly be able to create a world
- 20:32[music] not today thought possible.