Max Welling, co-founder of CuspAI, discusses CuspAI's commercial partnerships in AI-driven material discovery for environmental challenges.
Opinion
Welling: Billion-Dollar Funding Rounds Signal Exploding AI for Science Bubble
“It's not just emerging, it's exploding, I would say. That's the better term, because I know you go from investments into like in the hundreds of millions, now in the billions. So there's now actually a startup by Jeff Bezos that, you know, is that 6.2 billion …”
Prediction Not checkable as stated
Welling: The Bitter Lesson of AI Scaling Will Overtake Materials Science
“The same bitter lessons or lessons that you can draw in LLM space are eventually going to be true in this space as well, I think.”
Insight
Welling: Diffusion Models Share Exact Mathematics With Non-Equilibrium Stochastic Thermodynamics
“It turns out that the mathematics that we use for diffusion models, but even for reinforcement learning, for Schrodinger bridges, for MCMC sampling, has the same mathematics as this theory, this physical theory of non-equilibrium Systems.”
Assertion Not checkable as stated
Welling: Semiconductor Scaling Limits Require Materials Innovation for Hardware Advances
“More or less we've reached the limits of You know, scaling things down, and now we are trying to improve further by new materials, so that's the fundamental materials problem.”
Insight
Welling: AI Enables Searching the Space of All Possible Molecules
“Now we can treat this as a search engine. Like we search the internet, we now search the space of all possible molecules, not just the ones that people have made, or that they're in the universe, but all of them.”
Prediction Not checkable as stated
Welling: AI materials discovery breakthroughs will require humans in the loop first
“I think that the breakthrough will happen with a lot of human in the loop, because there is the chemists who have a whole lot more knowledge of their field, and it's us who will, you know, help them with AI, training AI and new methods, and in that kind of int…”