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Joe Lonsdale: American Optimist

Joe Lonsdale: American Optimist

Ep 167: The Company That Evaluates the AI Labs — Vals AI CEO Rayan Krishnan on Measuring Frontier Models & the Race to Recursive Self-Improvement

Oct 26, 2026 · 37m

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About this episode

Rayan Krishnan is the co-founder and CEO of Vals AI , a leader in the independent evaluation of frontier AI models. What is the science behind model evaluation? What role should independent evaluators play as we debate AI oversight? How soon will models reach recursive self-improvement — and what happens next? We’re joined by Rayan and 8VC Partner Vivek Gopalan for this timely conversation about AI progress and the frameworks for evaluating performance and risk. After interning at Microsoft in high school, Rayan studied computer science at Stanford. He went on to join Palantir, where he developed a feature the company later patented and productized, before launching Vals AI in 2023. We…