In short
Kevin Weil argues AI/AGI will shift from productivity to accelerating “frontier science” by pushing models beyond human-known limits, then validating breakthroughs via robotic labs and closed-loop experimentation. He also discusses product/UX implications of reasoning models, how to interpret data vs anecdotes, and startup opportunities (especially B2B) enabled by AI agents and OpenAI tooling.
Guest backgrounds
Kevin Weil is former CPO and Vice President of Science at OpenAI. Previously worked at major social platforms (Facebook, Instagram, Twitter). He has a physics PhD background and grew up with engineering influence from Microsoft.
Key claims
Models are solving novel open math problems (10–12 in January cited), moving from “glimmers” to higher success rates over months. Science acceleration requires both simulation and real-world experimental validation (robotic labs, reinforcement-learning loops). Startups should use ensembles/orchestration of multiple models, not just one prompt.
Notable examples
GPT solving open math problems; Prism (AI-native scientific writing/collaboration); Twitter feed ranking controversy; UX for reasoning models that don’t answer instantly; OpenClaw agents and Moltbook social product.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Chapters
Tap a time to open that second in VOKevin Weil's Journey to OpenAI
1:08 to 3:42
Kevin shares his background and how personal connections influenced his career path.
“This is an incredible time to be alive, I think.”
The Impact of AI on Scientific Discovery
3:42 to 6:36
Discussing AI's potential to solve unprecedented scientific problems and accelerate breakthroughs.
“because I called him and this time he was like, actually, you know what?”
AI's Transformative Potential
6:36 to 10:29
Kevin discusses how AI can unleash creativity and transform industries, paralleling historical shifts.
“I think it may be the most tangible way that we all feel the impact of AGI.”
OpenAI for Science: New Approaches
10:29 to 14:01
Exploring OpenAI's initiatives in science, including model training for complex scientific problems.
“And you're saying, wait a second, my whole world has changed, but now you can design something that can be used by so many more people all at once.”
Future of Science with AI and Robotics
14:01 to 16:12
Learn how AI and robotics will transform scientific research and experimentation.
“It's like, you know, one of our relatives survives cancer because we've made advances in medicine.”
Product Decisions in Tech
16:18 to 19:04
Explore the challenges and insights behind making impactful product decisions.
“How far away do you think we are from that?”
Balancing Data and User Feedback
19:06 to 22:44
Understand the importance of balancing data analysis with user insights in product development.
“So it was very interesting trying to figure out how you, was the model that people would go away and just pop back in whenever it was done?”
Building Effective AI Systems
22:44 to 24:34
Learn about the benefits of using ensemble models for AI applications.
“So a lot of people in this room are building on top of AI.”
Emerging AI Products and Future Trends
24:34 to 28:00
Discover innovative AI products and the future landscape of AI interactions.
“Well, I mean, something that surprised me, what's the new name?”
The Evolution of AI Capabilities
28:00 to 30:22
Discover how AI models are evolving and surprising users with new capabilities.
“It could be that OpenClaw's legacy will be to accelerate the fully personalized agents within the skill players, right?”
Show all 12 chapters
B2B vs B2C: The Shift in Tech Adoption
30:22 to 31:30
Learn about the shift from consumer to enterprise adoption in technology and AI.
“It's not like, and you know, they're in a relative sense much more than like traditional, you know, get a database and pay network costs and stuff like that.”
Building Startups on New Platforms
31:30 to 32:37
Explore the potential for startups using new AI platforms to innovate business models.
“that is thinking about distribution, distributing through open AI, now or in the future of Viable Path?”
Transcript
Automatic transcript. May contain errors.0:00Kevin Weil:You have no excuse if you've got an interesting idea. You can now create anything that you can think of. The models can now solve problems that humans have never solved before. Going beyond the frontier of human knowledge. That's how AI, I think, and AGI will really change our lives. Why not try and accelerate science, bring about the science of 2050, but in 2030 instead?
0:20Speedrun:Most people think of AI as a productivity tool. Kevin Wheel thinks the biggest impact may be somewhere else entirely. Formerly CPO and Vice President of Science at OpenAI, Wheel is focused on a future where AI doesn't just help people write documents or generate code, but contributes directly to scientific discovery itself. The idea is ambitious. Use AI to accelerate breakthroughs in mathematics, medicine, materials science, and other fields that shape the future of human progress. In this conversation, Kevin discusses frontier science, robotic labs, AI reasoning, startup opportunities, and why he believes some of the most important consequences of AI may come from expanding humanity's ability to discover new knowledge.
1:08Speedrun:All right. This is an incredible time to be alive, I think. You helped build and scale some of the most important technology companies of the last decade, Facebook, Instagram, and Twitter, and now you're doing that at OpenAI. I did ask ChatGPT what it thinks about you. And so as you would expect, it was very complimentary, but you're also like a very accomplished guy. So Kevin is thoughtful, low ego, and unusually grounded for someone who's been at the center of so many high stakes products. So how did you, like, as you looked at those, all those four opportunities, plus many others that were amazing, what gave you the confidence that this is the type of company, this is the team I should be working with.
1:48Kevin Weil:Yeah, number one advice, marry up. It was my wife originally, actually, I was in grad school doing a physics degree. And I met my now wife, who was a Mayfield fellow at Stanford and actually worked at Andreessen for a little while. And she was the one that kind of opened my eyes to everything, startups in the valley and all that. I grew up in Seattle. My dad was an engineer at Microsoft for a long time. So I grew up programming, but still was just like, you know, math and physics, math and physics as I went through grad school. And it was my wife, Elizabeth. She introduced me to Twitter back in the day because she and Jessica Verrilli knew each other from Stanford.
2:29And after seven years at Twitter as it grew, she and Kevin Systrom were also Mayfield Fellows together at Stanford.
2:37Kevin Weil:So that's how that connection happened. And so, you know, a bunch of these things were just my wife, me just following the coattails of my wife. I used to call Sam periodically before, whenever I would like be thinking about doing something new. Sam and I didn't know each other super well, but we knew each other well enough to, you know, to do a quick phone call. And because he always has his like hands in lots of different things. He's like doing fusion startups and all of this stuff. I remember talking to him like in 2020 or something. And he was like, you know, AI will not replace blue collar jobs first.
3:20Kevin Weil:It'll replace white collar jobs first. Coding is going to be one of the big things for AI. This was 2020. And none of us used AI particularly much, at least not outside of like classical ML models that, you know, ranking your feed and stuff. And I just remember being like, yeah, whatever, dude. you know, sure, but like, let's talk about something. And so anyways, the open AI thing happened because I called him and this time he was like, actually, you know what? We have this role open. You should come talk to us. As soon as I did, I was just like, I don't care, like I'll work for free. I don't, just, this is the most interesting thing in the world.
3:57Kevin Weil:And if you give me an offer, I'm coming. So fortunately he did.
4:01Speedrun:And then the original mandate as CPO with Sam was to what? And what are you sort of most happy with what you accomplished during that time?
4:12Kevin Weil:Yeah, originally it was CPO, so leading our consumer products, B2B products, developer products, et cetera. And I mean, man, I think we grew like a weed. I've never seen anything grow that quickly in my entire life. And I think brought, you know, kind of brought AI to a whole bunch of the world. So very proud of that work. A few months ago, it was getting clear that our models could not just be great inside ChatGPT or inside Codex, which I think is an incredible product, but were at the level that they could start to answer frontier scientific problems. Like the models can now solve problems that humans have never solved before.
4:55Kevin Weil:So a lot of people like the criticism of AI is, oh, well, it's just bringing together different ideas from different places and summarizing them for you to give you an answer. I can't actually do novel thinking. But we've now seen there have been, I don't know, what, 10 or 12 just in January, 10 or 12 open mathematics problems solved, mostly by GPT 5.2, now a few recently by Gemini. Models are going beyond the frontier of human knowledge. And I wouldn't claim yet that they are solving problems that humans can't. I think if you took enough people and applied enough mathematicians towards some of these problems, they would have figured it out.
5:36Kevin Weil:But they had not figured it out yet. The model went beyond what we had ever done as humans. And that's pretty cool. And that's today. If there's one thing I've learned over the last few years, it's that you go very quickly from models could never do this thing. It is beyond the capability of AI today to models can just barely do this thing and it kind of sucks at it and like it's wrong most of the time. But you get these glimmers of like, ooh, they can almost, you know, do this. Maybe it only works five or 10 % of the time. And then six to 12 months later, it's like models are great at this thing.
6:11Kevin Weil:And I would never, I wouldn't, I would always use AI anytime I ever do that again. In eval language, you go very quickly from zero to five or 10 % to 80%. We are clearly in that middle phase with frontier science and AI, where you have all these glimmers of like, wow, it can do something that we never thought AI could do. So what more interesting place to apply it than science? I think it may be the most tangible way that we all feel the impact of AGI. if we dropped like GPT-9 inside of chat GPT for you today I'm sure it would be awesome but maybe even more awesome would be that we have all of these new materials and we have superconductivity and we understand the nature of the universe and we have personalized medicine that's how AI I think and AGI will really change our lives so why not try and accelerate science and bring about the science of 2050 but in 2030 instead.
7:11Kevin Weil:And that's our goal.
7:12Speedrun:You know, when did you have your Claude weekend moment or your Codex weekend moment where you're like, wait a second, the world is fundamentally shifted and everything that I've done before is going to be very different going forward.
7:24Kevin Weil:Yeah. So I have a very different take on this. I think it's awesome and exciting. Like when you, when you take something that has historically been the craft of a relatively small number of people, there aren't that many people in the world that know how to program, I don't know, like 30 million people, maybe, and you expand it by a couple orders of magnitude, you get an explosion of creativity because lots of people have ideas. And sometimes they weren't, they didn't have any route to actually implement those ideas. And you go everything from like thinking about people that can start companies now that didn't used to be able to start them all the way through to like, I remember sitting and talking with, this was like a little bit post COVID with this city official somewhere, you know, like small city.
8:09Kevin Weil:And he was telling me about the kinds of programs that they wish they had been able to, to run and operate just like basic kind of information awareness things for the people that lived in this small city. It's like, I just didn't have any way to do it. The data was sitting there. I could, you know, draw what I wanted it to look like, but I had no way of getting it done because he wasn't an expert and they didn't have, you know, however many thousands of dollars to hire a person to do it for the city. Now what would you do? You would like enter a prompt into Codex and it would be done. So I think these kinds of things are awesome.
8:44Kevin Weil:I'll say personally, we just launched Prism like what, a week ago. Anybody see that? Use Prism, tried it. It's like an AI native environment for scientists to do scientific writing and collaboration. So if you're using LaTeX, things like that, because it's a small product in a small team, I've been spending a bunch of time, uh, like writing code, fixing bugs, et cetera, which I haven't done in a bunch of years. And it's super fun. It also, uh, I, I went through this transition in the middle of this, you know, cause most of my day is meetings and you know, we've got a bunch of stuff going on. I went through this transition where I, I, I was sitting in, I don't know, I remember, I think it was like Fiji, a meeting with Fiji and I closed my laptop because we're all trying to be better about not multitasking because that's one of the worst habits that people at OpenAI have.
9:33Kevin Weil:Everyone multitasks all the time. I had not gotten a codex job running before I closed my laptop. And I was like, shit, I just wasted an hour. Not because of the meeting, but just because I could have been multitasking during that hour. My codex agent could have been fixing a bug or implementing a feature or doing something for me. and now I have to sit in this meeting just like, you know, like a farmer being in a meeting. Come on. And so, you know, the same thing before you go to bed at night, you're like, okay, what like really hard task can I give Codex and just let it chunk away for like 10 hours?
10:14Kevin Weil:So like that to me is a different world and if you're really good at it, you are not just juggling one job. You've got, you know, three or four things running in parallel across different work trees and like, I don't know, what a cool world.
10:26Speedrun:Yeah. The creativity that's going to be unleashed is just incredible. And I think about it as like, if you were a handcraft furniture maker, like 100 years ago or 150 years ago, industrial revolution hits, all of a sudden there's factory mass produced furniture that's better than yours, or at least equivalent. And you're saying, wait a second, my whole world has changed, but now you can design something that can be used by so many more people all at once. But like it's this disorientation that people feel because it's so disruptive and so quick at the same time. I don't know.
10:58Kevin Weil:You think we'll end up with like because now you still people still value custom made furniture. I think we'll end up with like bespoke websites. Yeah. Like this was done by a human.
11:08Speedrun:Exactly. Exactly. Same as like, you know, people will be like, I drive cars like as a hobby. Right. Right. Right. You're like, get off the road. You're dangerous. Yeah, stay over there in your little area for human drivers. With things moving so quickly, you gave an example of how you stay up with things. You're doing work with your team. You're staying close to your team. Do you have any other ways that you're both able to lead the team, lead the strategy, but also stay close to all the developments that are happening within your company, within other companies? That feels like more than a full-time job in its own right.
11:43Kevin Weil:Yeah, I mean, the industry is just moving insanely fast, right? I've never seen anything like it. It's exhilarating, and it's fun, and it's also, it's a lot to keep up with. But I think that, I just think this moment kind of selects for people who are high agency, because you can now create anything that you can think of, and you have no excuse if you've got an interesting idea not to, like, get, you know, Codex thinking about it while you do something else, whatever you were originally going to do in the morning. keep doing that but have Codex working on your idea in parallel and sometimes you'll wake up in the morning have an idea and have a thing implemented by the time you're done with the day in addition to doing what you thought you were going to do during the day so like people that are high agency people that are really curious people that learn quickly those skills are more valuable than ever in this moment and you know kind of whatever the future holds I think those skills are going to see us through.
12:37Speedrun:Yeah I've heard you talk about a vision of both the experiment design, but also then the experimentation itself and the validation that was very captivating to me. Maybe you could share it here a little bit more.
12:50Kevin Weil:This OpenAI for Science group is only a few months old, although in some sense, of course, OpenAI has always cared deeply about science. So I feel like even though we're a smallish team, we kind of have the might of all of OpenAI research at our back because every researcher at OpenAI cares about science and scientific data has been one of the ways that we have have improved our models for a long time. But so we started thinking about math, physics, theoretical computer science, because you can do everything in silico. You have like closed loop systems that you can optimize. And, you know, part of this is teaching the models to answer really hard scientific problems, teaching them to think not for like 10 minutes or maybe the hour that you can get GPT-5 Pro to think if you ask it a really hard question, but teaching models to stay on track for a day, two days, a week, two months at a time to answer even harder problems.
13:49Kevin Weil:Because just like you and me, if you could give me problems that I couldn't solve in 20 minutes, but I could give in two hours. Same is true of the models. The more time they think, the more impressive problems they can solve. So you start with things like math and physics, but then some of the biggest ways, the most important ways that accelerating science is going to feed back into all of our lives in a positive way is through stuff that we can feel in real life. It's like, you know, one of our relatives survives cancer because we've made advances in medicine. You have new devices and materials because we've been able to make advances in material science.
14:25Kevin Weil:And those things require labs. You can't do those just in silico. Although I think the importance of simulation is going to go up pretty meaningfully because you will be able to apply huge amounts of compute to these problems. But then you're still going to need experimental validation. You're going to need to try things in the real world. I think it's going to be a while before we have a model that can, you know, first principles go from like a quark all the way through a model of a cell, all the way through human biology. Like experiment matters. So, you know, you start to think about how you do that at scale.
15:00Kevin Weil:There's lots of opportunity to partner with existing labs, and we will, but I think there are really interesting, you know, the science of the future will definitely involve robotic labs and reinforcement learning loops that go through the real world where the model is thinking, maybe running a simulation, thinking some more, refining the experiment that it can run using the best possible parameters, and then sending that to a bunch of robotic labs, which by the way you can scale horizontally having the experiments run in real life the results come back to the model the model thinks, runs more simulations thinks and you have this you have like multiple loops you have tight loops with the model thinking and the simulation you have longer loops that go through the real world that's how a lot of science is going to be done in the future and that is its own form of acceleration you think you have robotic labs that you can scale horizontally that can run 24 hours a day they're not grad students pipetting things that need to take breaks and sleep.
16:00Kevin Weil:And then the grad students can do things that are much more leveraging of what makes us human than pipetting things. So I'm quite optimistic about where this goes and about our ability as a society to accelerate the pace of science very meaningfully.
16:18Speedrun:How far away do you think we are from that? What are the key technologies? Is it robotics? What needs to happen for us to unlock that fully?
16:27Kevin Weil:I mean, some of that piece is robotics. It's already happening, right? I was just giving examples of the model solving open math problems. And there are certainly robotic labs out there already. It's all kind of in the early adopter phase. But at the pace that we're all moving, I don't think it's long. and it's so clearly the right thing for many fields that this is not you know we are not the only ones to have this idea there are a lot of people that have this idea there are a lot of interesting startups building things along this these lines and you know the world is just moving
17:02Speedrun:so fast it can't be long right right you've shipped products used by hundreds of millions or billions of people um what was a product decision you were nervous about that uh ended up being right.
17:14Kevin Weil:You know, the fun thing with product decisions at that scale is I, any example I give, I bet there are people in the audience who were like, no, no, no, no, you got that one wrong. Very few are unambiguously right. Probably one was like ranking the Twitter feed, which was extremely controversial back in the day. Twitter used to be completely real time. And the most, you know, the thing you saw at the top of your Twitter feed was the thing that was tweeted one second ago. And the next one was the one that was tweeted four seconds ago. And if your, you know, spouse or your best friend happened to tweet an hour ago, like, yeah, too bad.
17:50Kevin Weil:You were never going to see it. It's going to get totally buried. But there were a lot of people that said, this is the magic of Twitter. How could you possibly do that? You know, you're becoming Facebook now. So that was very controversial at the time, although it seemed in some sense, like, how could you not want, you know, you do care about different people's stuff more than other people's stuff. How could you not want ranking if we could do it well? And if we could bring the right balance of recency and everything else. So that was one. And I think Facebook saw the same thing when they originally put out the news feed.
18:24Kevin Weil:You have a bunch of people that are super upset, but then the metrics tell you an incredibly positive story, like double digit positive kind of thing. And so, you know, and then you just, you can just keep making that better and keep getting wins there. It was interesting trying to figure out how exactly we would, when we rolled out a one preview, the first reasoning model, what was the right kind of UX paradigm for a model that would not give you an immediate answer? Like all the other previous chat models, you type in an answer or you type in a question, you basically get an answer right away.
19:03Kevin Weil:There aren't a lot of experiences online where you have to wait like that. So, and the model is doing this interesting thing with its chain of thought in the meantime, which we didn't want to expose completely because we didn't want to, because you can distill that and, you know, basically copy our model, which, you know, for a bunch of geopolitical reasons, we didn't want to have happen. But you want to show some. So it was very interesting trying to figure out how you, was the model that people would go away and just pop back in whenever it was done? Or were they going to watch? And if they were going to watch, what would we show?
19:43Kevin Weil:And how do we balance not giving too much information that would lead to model distillation but would be interesting? So that was an interesting experiment. And it's surprising sometimes building stuff with models, a reasonable analogy for how should I, you know, handle the UX of this current situation is how would I want a human to behave, you know, in a similar situation? And like, if you ask me a question that I can immediately answer, you know, GPT-4 style, then I will just immediately answer, right? If you ask me a question that I need to think about, I don't immediately start babbling my entire chain of thought, right?
20:22Kevin Weil:I don't just like spew out whatever goes through my mind. I also don't like completely turn around and go mute and like do nothing until I come back to you with an answer a minute and a half later. You know, I might say like, huh, okay, that's an interesting question. Let me think. And then you kind of give little like CliffsNotes as you think, well, it could be this. No. And so that ultimately is kind of what the model does, right? It gives you kind of like periodic updates of what it's thinking about as it's thinking, which is interesting in and of itself. And then it comes back with the answer.
20:57Kevin Weil:So we tried to model it a little bit off that.
Read the full transcript
20:59Speedrun:One of the big debates like in terms of product development is data versus taste. What's a time when you said, hey, I've got a hunch. This is the taste. This is where we're going. We need a little bit more time for the data to catch up to it.
21:11Kevin Weil:If you just blindly follow the data, then it will take you, like, then you're not in control of where it takes you. And that's that I don't think that's where you want to be. There's always a huge amount of value in anecdotes to when you get user feedback. Like the even though it's usually the case in my experience that if you're getting the data tells you one thing, and you're getting a bunch of user feedback that takes you in a different direction, then what's actually happening is you have some bimodal thing. And what's your the data is like giving you the average of those answers. And it's actually the case that you have two very different things going on.
21:44Kevin Weil:And you need to cut your data differently and dig in because you should not dismiss the anecdotes. The anecdotes are almost always valuable. I think the trick with data is to understand it, not just be like, oh, you know, number go up. Like, we should implement this thing. But why does the number go up? Is it because we're like, because of novelty, which happens a lot, right? Some new thing that you shipped, people are like, oh, that's interesting. What's that? and so they click on it once and your numbers look good, but they don't actually come back? Or is it because they are confused? That also happens a fair amount.
22:20Kevin Weil:Either you didn't get the product right, or if you're growth hacking, there are sort of negative states of confusion, but they do make the numbers look good. Or is it like actually people are retaining on this new thing and they like it and then you should lean into it? So you really want to interpret the data, try and understand what it means underneath. And then the decision is usually much more clear.
22:44Speedrun:So a lot of people in this room are building on top of AI. What's something that you've seen? Is there anyone in this room not building on top of AI? A few, a few. But they're still building with AI for sure. But when you're building on top of AI, what's a mistake you see startups and founders make?
23:01Kevin Weil:One thing that we do internally that people sometimes, that I see people not doing is, a lot of things today at least turn out best when you use like an ensemble of models. If you have a hard question that you're trying to answer, you know, maybe it's customer service or something where there's a bunch of different things going on. People have different motives for writing in and you need to handle their queries in different ways. There's a bunch of actions that you need to take. The models are getting pretty good and now they really can sometimes just completely one-shot a tough flow like that.
23:41Kevin Weil:But you can make your odds even higher if you use models sort of together or you may have an initial model that's orchestrating and is like putting a plan together and understanding what you should do to answer the question. And then you have different models, maybe some of them are cheaper models that are trying to do one thing really well. And the orchestration model is calling the other models and things like I don't see people doing that enough. I think we're getting more sophisticated about it as sort of an industry. And at the same time as we're getting more sophisticated about it, the models are getting better.
24:15Kevin Weil:And so they need this kind of thing less and less. But that still is an area where like behind the scenes, we use ensembles of models in lots of places trying to use like small models where you can, bigger models where you need to, and then have them all work together versus just like, oh, let me prompt engineer one giant, you know, prompt and hope the answer is right.
24:33Speedrun:Where's a company or a product that's done a really great job of building on top of OpenAI?
24:39Kevin Weil:Oh, man. There are so many.
24:41Speedrun:Something that surprised you, maybe.
24:43Kevin Weil:Well, I mean, something that surprised me, what's the new name? OpenClaw?
24:49Speedrun:Yeah.
24:50Kevin Weil:OpenClaw, built on codex. That's one of the most interesting things that has come out recently. More because it's like a sign of what's to come. both like a the dude was able to put it together in the span of like three days right which is it's just awesome like so many things are now possible in the span of days that would have been months and months of work or just completely impossible before um but also because it points at like this interesting emergent world of uh of the ais all working together have people spent any time on uh moltbook.com oh yeah so the it's uh you know you have all these ai uh open claw agents that you know basically have access to somebody's full computer and they can do all sorts of things and you can command them through you know messaging apps and stuff like that and now there is a social product for them called moltbook where they go and interact with each other and talk about their humans and tell stories and it's just fascinating i mean it's it's all weird is not like most likely the next big startup or anything.
25:56Kevin Weil:It's just fascinating as a sign of what's to come. I love stuff like this because like it just gives you a little bit of peek into the future.
26:03Speedrun:Yeah. And so the question is how much is emergent behavior versus how much is just novelty, right?
26:08Kevin Weil:Yeah. It is a lot of novelty. There's a lot of humans trolling through, you know, prompting their open claw agents. But there's also just really funny stuff.
26:19Speedrun:If the product requires you to go out and buy a mac mini and you go out and buy it then you've got product right fit right so right at least among early adopter nerds like me we'll see where it like all right so you have uh open claw instance what are you sharing of your personal information uh i am being careful yeah you followed all the guidelines i am being careful um there's but you know the tension there is like how do you have the full experience without sharing your
26:44Kevin Weil:whole life right yeah so yeah yeah no easy answer no easy answer yet but i mean these are the things when when we first started building agents we were we had we were very locked down because the last thing we wanted was there to be with you know even at low probability some instance where the the agent shared something it wasn't supposed to like it you know read your github repository and then shared private code or something like that it's like once you identify some of these problems that you want to solve. Models are getting very good. Post-training is getting quite good. It doesn't mean that we don't make mistakes, but the chances of a mistake are getting lower and lower.
27:24Kevin Weil:You can build the sort of infrastructure and safeguards around it. And I think people are much more comfortable now just, you know, giving more access. Maybe not all the way to OpenClaw yet, but just in terms of like connecting a whole bunch of different MCPs to various, you know, private data stores. And then, so like you start with something like OpenClaw where people are nervous but actually the infrastructure kind of follows behind and patches up a bunch of the stuff you're worried about and then you really do get to do the full promise also with good security and again the pace we're all moving this will not take long
28:00Speedrun:It could be that OpenClaw's legacy will be to accelerate the fully personalized agents within the skill players, right?
28:10Kevin Weil:Yeah, I mean, one of the cool things about where we are right now is everything is new all the time. Like, today, models can do something that computers have never been able to do in the history of computers, right? And like, in another month, that's going to happen again. And in another month, it's going to happen again. And we don't know, we don't always know what's coming, right? Sometimes these things are just emergent capabilities of models as we build them. Sometimes we do and we're like, okay, we're specifically going to try and get better at this thing. But other times you're surprised, right?
28:43Kevin Weil:And when you're surprised, all of a sudden, everyone in the world that uses a model has this new capability that nobody has ever had before. And then you have like the ingenuity of everybody in this room and everybody outside these walls going, wow, what could you do with this capability? and we're all kind of discovering at the same time what you can build if you had these new capabilities. So one of the reasons I'm so bullish about startups in general right now is there's so many new capabilities and the world doesn't quite know what's possible. Open AI doesn't always know what's possible, right?
29:21Kevin Weil:We're not going to have all the ideas. So it just is like the most fertile ground for startups that there has ever been.
29:28Speedrun:Most of these tech shifts that we've seen, like going back to the dot-com era. The adoption starts with consumers and then goes into enterprise. So this time around is different. With enterprises first, and there's not, other than like open club, there's not like a lot, or a club book, there's not a lot of consumer-oriented experiences that are very native, or video editing and photo generation. Yeah, I was going to say, there's a little bit around like Sora and some of that stuff, but there's not tons, you're right. There's not like, where's the eBay, right? You know, where's the first generation, you know, big consumer place?
30:03Speedrun:Why do you think that is? And do you think that, you know, do you think that it'll change in the next few years?
30:09Kevin Weil:Enterprise like B2B stands out because it's, that is where we do the majority of our economically valuable work. And models are getting increasingly good at doing economically valuable work. So I think from a where can you show value very quickly and also where is there money, B2B makes a ton of sense. Because models also cost money to use. It's not like, and you know, they're in a relative sense much more than like traditional, you know, get a database and pay network costs and stuff like that. you start having costs right away as a business in a way that maybe you didn't have as much if you were like building a consumer social thing before.
30:52Kevin Weil:And so there's value in having early customers that can help defray some of those costs. And I don't know, I think it probably just comes back to models being able to do economically valuable things in a way that previously it was only humans that could do these things. And so you can now build stuff in the enterprise and take on, save huge amounts of money or time or whatever for businesses. We've seen how many different B2B companies have gone like zero to 100 million to beyond in a heartbeat. So I think there's a bunch of low-hanging fruit there.
31:29Speedrun:What advice would you give to a consumer startup founder that is thinking about distribution, distributing through open AI, now or in the future of Viable Path? With the apps platform that we built,
31:41Kevin Weil:one of the ways that we thought about it was maybe one of the success metrics for it is that you should see new startups being built on top of it that wouldn't have been possible to build before. So it's not just if you're an existing company you can use it for distribution. It's actually it should enable people to think completely differently about what a business looks like. Maybe you can build a business in the future using this apps platform that doesn't have a website or a mobile app and is sort of entirely built around these kind of new platforms. So that's where we get, I mean, that's sort of, if you get there, then you have an interesting platform.
32:23Kevin Weil:There's still a bunch of work. We're still pretty early on that, but I'm excited about where it goes, especially as the models get really good at using a huge variety of tools and apps and other things. Like the value will be bringing all of that together in one interface and allowing you to do increasingly complex things by just typing into a chat box and letting the agents work for you.
32:47Speedrun:Well, thank you very much. This was incredible. You've been a great supporter to us by being here. Your company is the reason why many of us are here and also supporting the founders with a lot of great credits and technical support. So everybody give it up for Kevin. Thank you. Thank you.
33:05Speedrun:Thanks for listening to this episode of the A16Z podcast. If you liked this episode, be sure to like, comment, subscribe, leave us a rating or review, and share it with your friends and family. For more episodes, go to YouTube, Apple Podcasts, and Spotify. Follow us on X at A16Z and subscribe to our Substack at a16z.substack.com. Thanks again for listening, and I'll see you in the next episode. As a reminder, the content here is for informational purposes only, should not be taken as legal business, tax, or investment advice, or be used to evaluate any investment or security, and is not directed at any investors or potential investors in any A16Z fund.
33:44Speedrun:Please note that A16Z and its affiliates may also maintain investments in the companies discussed in this podcast. For more details, including a link to our investments, please see A16Z.com forward slash disclosures. Thank you.
From the publisher
Kevin Weil, the previous CPO & Vice President of Science at OpenAI, joins Speedrun to discuss the future of AI, scientific discovery, and startup building.
After helping build products at Twitter, Instagram, and Facebook, Weil is now focused on one of AI's most ambitious applications: accelerating science itself. He explains why modern AI models are beginning to solve problems that sit beyond the frontier of existing human knowledge, and how advances in reasoning, coding, and autonomous research could reshape fields ranging from mathematics to medicine.
The conversation explores scientific discovery, robotic labs, AI agents, product design, startup opportunities, and why the current wave of AI may create entirely new categories of companies. Along the way, Weil shares lessons from scaling products used by billions of people and explains what founders should understand about building in a world where AI capabilities continue to improve at an unprecedented pace.
Resources:
Follow Kevin Weil on X: https://x.com/kevinweil
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Please note that the content here is for informational purposes only; should NOT be taken as legal, business, tax, or investment advice or be used to evaluate any investment or security; and is not directed at any investors or potential investors in any a16z fund. a16z and its affiliates may maintain investments in the companies discussed. For more details please see a16z.com/disclosures.
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