Prediction Open AI assessment confidence: 90% certainty 4/5 debate potential 2/5

Fedus: Periodic Labs will build AI co-pilots for space and defense

Liam Fedus · Building an AI Physicist: ChatGPT Co-Creator’s Next Venture · Sep 30, 2025 · at 27:32

Liam Fedus, co-founder of Periodic Labs and former OpenAI VP, discusses the startup's near-term commercial path with a16z General Partner Anjney Midha.

0:00 / 0:42exact quote · 42.9s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“Basically co-pilots for engineers, researchers in advanced industries. So maybe perhaps just being in Silicon Valley, we, you know, we really think about like computer oriented work. Everything is digital. Everything is bits, but there's so many industries. Like we were kind of talking about a few, like space, defense, semiconductors, where they're dealing with iteration of materials of physics, and that's part of their workflow. Like how are they designing These new technologies, these new devices, and in the absence of data, in the absence of good systems, they don't really have particularly good tools. That is our opportunity, and these are massive R&D budgets.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Liam Fedus

Insight
Fedus: Pre-training on domain data outperforms retrieval-augmented generation
“However, as we've seen with things like ChatGPT and other things, when you pre-train on the data, when you actually encode the knowledge into the weights, it's not just a retrieval system, you have a richer, deeper understanding of the material.”
Liam Fedus Sep 30, 2025 ▶ 39:20 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Assertion Not checkable as stated
Fedus: Physics and chemistry demonstrate scaling laws similar to AI
“On the material science side, we're seeing scaling laws within physics, within chemistry both with respect to simulations, with respect to experiment, and it's like the same kind of principles at play and ML.”
Liam Fedus Sep 30, 2025 ▶ 3:02 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Insight
Fedus: Physics provides ideal verifiable reward functions for AI
“Physics is very verifiable. It's a great reward function, fairly fast iteration loop. You have simulators for large classes of physical systems.”
Liam Fedus Sep 30, 2025 ▶ 3:35 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Disclosure
Fedus: Periodic Labs uses physical experiments as RL reward functions
“And what we're doing, and by having the lab, is we create a physically grounded reward function. That becomes the basis on which we're optimizing against. And so, If a simulator has some deficiencies or some issues, we always error correct, because for us, the…”
Liam Fedus Sep 30, 2025 ▶ 5:01 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Disclosure
Fedus: Early ChatGPT was mathematically weak due to friendliness rewards
“The reward functions that we were using originally couldn't determine whether you were mathematically correct or not. So early versions of Chachapiti were mathematically not particularly strong, and it sort of results from the reward function. What did you opt…”
Liam Fedus Sep 30, 2025 ▶ 7:02 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Insight
Fedus: AI physics requires generating new experimental data, not web scrapes
“The technology that we think is necessary to do it has really just emerged in the last couple of years, and this data Isn't like on a Reddit forum or something like you need to actually go produce experimental data, simulation data.”
Liam Fedus Sep 30, 2025 ▶ 16:08 Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,000 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.