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Building an AI Physicist: ChatGPT Co-Creator’s Next Venture

a16z Podcast

Full Title

Building an AI Physicist: ChatGPT Co-Creator’s Next Venture

Summary

This episode discusses the creation of Periodic Labs, a frontier research lab aiming to build "experiment-in-the-loop" AI for physics and chemistry.

The founders, including a co-creator of ChatGPT, explain their vision of AI moving from "talking about science to doing science" by integrating real-world experiments into the AI training process.

Key Points

  • The core mission of Periodic Labs is to accelerate scientific discovery and R&D by integrating AI with real-world experimentation, moving beyond purely digital or simulated environments.
  • Traditional LLMs are limited by their training data and reward functions, which often focus on abstract concepts like math and logic, lacking the grounding in physical reality necessary for scientific breakthroughs.
  • Periodic Labs aims to create a physically grounded reward function by using actual laboratory experiments as the ultimate source of truth for AI training, moving beyond digital "math graders" or "code graders."
  • The lab will focus initially on quantum mechanics, solid-state physics, material science, and chemistry, with powder synthesis being a key area for discovering new materials like superconductors and magnets.
  • Current LLMs are not inherently designed for scientific discovery because they lack the iterative process of experimentation and learning from both positive and negative results, which is fundamental to scientific inquiry.
  • The development of Periodic Labs is enabled by recent advancements in AI, particularly in LLMs and reinforcement learning, combined with the assembly of a multidisciplinary team of physicists, chemists, simulation experts, and ML researchers.
  • The founders believe that achieving scientific breakthroughs requires a deeply integrated team and a focus on "experiment-in-the-loop" AI, contrasting with general-purpose LLMs that primarily learn from internet-scale data.
  • Key metrics for success will include discovering high-temperature superconductors and improving material properties, which can be objectively measured against scientific benchmarks.
  • The approach of Periodic Labs is to address the limitations of current AI models by directly grounding their learning in physical experiments, allowing them to learn the process of scientific discovery itself.
  • The company aims to develop "co-pilot" tools for engineers and researchers in advanced industries like semiconductors, space, and manufacturing, accelerating their R&D cycles.
  • There's a significant gap between current LLM capabilities and the nuanced understanding required for scientific discovery, which Periodic Labs aims to bridge through its experimental approach.
  • The focus on superconductivity and magnetism is strategic due to their fundamental scientific interest, potential for broad technological impact, and as robust learning signals for AI.
  • The team emphasizes the importance of an iterative process involving simulations, theoretical calculations, and real-world experiments to drive scientific progress.
  • Scaling laws are acknowledged as important, but the emphasis is on applying them to relevant physical distributions rather than just general internet data, to avoid issues with out-of-domain generalization.
  • The need for a physical lab is critical because much of the necessary experimental data for advancing science simply does not exist in publicly available datasets and negative results are rarely published.
  • Periodic Labs leverages existing AI advancements but focuses on unique training pipelines that incorporate experimental feedback, creating a more specialized and effective AI for scientific tasks.
  • The collaborative environment at Periodic Labs fosters cross-disciplinary learning between ML scientists and physical scientists, enabling both groups to gain intuition for the other's domain.
  • The company's strategy for deployment involves a "land and expand" approach, focusing on solving critical, well-defined problems for companies to demonstrate value and build trust.
  • The goal is to make AI systems deeply integrated into scientific workflows, accelerating discovery and innovation, rather than just offering retrieval-based solutions.
  • "Mid-training" refers to the process of continuing pre-training with new, specific data (experimental, simulation) to inject deeper knowledge into the model, differing from standard post-training.
  • Periodic Labs actively engages with academia through an advisory board and a grant program to stay connected with long-term research directions and support academic work relevant to their mission.
  • They are looking for deeply curious, pragmatic, and world-class individuals who are mission-driven to accelerate scientific discovery.
  • The team emphasizes that while core physics/chemistry knowledge is valuable, a strong desire to learn and contribute to scientific advancement is paramount for candidates.
  • The urgency to achieve these scientific breakthroughs quickly is a key motivator for the team at Periodic Labs.

Conclusion

AI has the potential to revolutionize scientific discovery by moving beyond theoretical models to actively participate in and learn from real-world experiments.

Periodic Labs aims to bridge the gap between AI's current capabilities and the complex demands of scientific research by creating an "experiment-in-the-loop" system.

The ultimate goal is to accelerate the pace of scientific and industrial R&D by developing AI that can function as a true scientific collaborator.

Discussion Topics

  • How can the iterative nature of scientific discovery be best translated into AI training methodologies?
  • What are the biggest ethical considerations when developing AI that can directly interact with and influence the physical world?
  • Beyond superconductors, what other scientific frontiers could "experiment-in-the-loop" AI unlock in the next decade?

Key Terms

Reinforcement Learning (RL)
A type of machine learning where an agent learns to make a sequence of decisions by trying to maximize a reward it receives for its actions.
LLMs (Large Language Models)
AI models trained on vast amounts of text data that can understand and generate human-like language.
Superconductor
A material that can conduct electricity with zero resistance below a certain critical temperature.
Quantum Mechanics
The branch of physics that describes the behavior of matter and energy at the atomic and subatomic levels.
Phase Transition
A physical process where a substance changes from one state (solid, liquid, gas) to another.
DFT (Density Functional Theory)
A quantum mechanical modeling method used to investigate the electronic structure of materials.
Novel Exotic Electronic States
Unconventional behaviors of electrons in materials that lead to unique physical properties.
High-Throughput Screening
A method used in drug discovery and materials science to rapidly test many chemical compounds or materials for desired properties.
Agent
In AI, an autonomous entity that perceives its environment and takes actions to achieve goals.
Scaling Laws
Empirical relationships that describe how a model's performance changes with increases in parameters, data, or compute.
Retrieval
In AI, the process of finding and returning relevant information from a knowledge base or dataset.
Pre-training
The initial phase of training an AI model on a large, general dataset.
Post-training
Subsequent training stages that fine-tune a pre-trained model for specific tasks or datasets, often involving techniques like reinforcement learning.
Mid-training
A process that continues pre-training with new, specific data to inject deeper knowledge, distinct from standard post-training fine-tuning.

Timeline

00:00:47

The core mission of Periodic Labs is to accelerate scientific discovery and R&D by integrating AI with real-world experimentation, moving beyond purely digital or simulated environments.

00:07:39

Traditional LLMs are limited by their training data and reward functions, which often focus on abstract concepts like math and logic, lacking the grounding in physical reality necessary for scientific breakthroughs.

00:05:26

Periodic Labs aims to create a physically grounded reward function by using actual laboratory experiments as the ultimate source of truth for AI training, moving beyond digital "math graders" or "code graders."

00:09:39

The lab will focus initially on quantum mechanics, solid-state physics, material science, and chemistry, with powder synthesis being a key area for discovering new materials like superconductors and magnets.

00:11:05

Current LLMs are not inherently designed for scientific discovery because they lack the iterative process of experimentation and learning from both positive and negative results, which is fundamental to scientific inquiry.

00:01:35

The development of Periodic Labs is enabled by recent advancements in AI, particularly in LLMs and reinforcement learning, combined with the assembly of a multidisciplinary team of physicists, chemists, simulation experts, and ML researchers.

00:03:31

The founders believe that achieving scientific breakthroughs requires a deeply integrated team and a focus on "experiment-in-the-loop" AI, contrasting with general-purpose LLMs that primarily learn from internet-scale data.

00:13:23

Key metrics for success will include discovering high-temperature superconductors and improving material properties, which can be objectively measured against scientific benchmarks.

00:11:56

The approach of Periodic Labs is to address the limitations of current AI models by directly grounding their learning in physical experiments, allowing them to learn the process of scientific discovery itself.

00:14:12

The company aims to develop "co-pilot" tools for engineers and researchers in advanced industries like semiconductors, space, and manufacturing, accelerating their R&D cycles.

00:18:19

There's a significant gap between current LLM capabilities and the nuanced understanding required for scientific discovery, which Periodic Labs aims to bridge through its experimental approach.

00:23:07

The focus on superconductivity and magnetism is strategic due to their fundamental scientific interest, potential for broad technological impact, and as robust learning signals for AI.

00:11:11

The founders emphasize the importance of an iterative process involving simulations, theoretical calculations, and real-world experiments to drive scientific progress.

00:18:50

Scaling laws are acknowledged as important, but the emphasis is on applying them to relevant physical distributions rather than just general internet data, to avoid issues with out-of-domain generalization.

00:12:37

The need for a physical lab is critical because much of the necessary experimental data for advancing science simply does not exist in publicly available datasets and negative results are rarely published.

00:44:09

Periodic Labs leverages existing AI advancements but focuses on unique training pipelines that incorporate experimental feedback, creating a more specialized and effective AI for scientific tasks.

00:30:38

The collaborative environment at Periodic Labs fosters cross-disciplinary learning between ML scientists and physical scientists, enabling both groups to gain intuition for the other's domain.

00:37:47

The company's strategy for deployment involves a "land and expand" approach, focusing on solving critical, well-defined problems for companies to demonstrate value and build trust.

00:40:02

The goal is to make AI systems deeply integrated into scientific workflows, accelerating discovery and innovation, rather than just offering retrieval-based solutions.

00:41:55

"Mid-training" refers to the process of continuing pre-training with new, specific data (experimental, simulation) to inject deeper knowledge into the model, differing from standard post-training.

00:49:24

Periodic Labs actively engages with academia through an advisory board and a grant program to stay connected with long-term research directions and support academic work relevant to their mission.

00:51:05

They are looking for deeply curious, pragmatic, and world-class individuals who are mission-driven to accelerate scientific discovery.

00:33:37

The team emphasizes that while core physics/chemistry knowledge is valuable, a strong desire to learn and contribute to scientific advancement is paramount for candidates.

00:52:00

The urgency to achieve these scientific breakthroughs quickly is a key motivator for the team at Periodic Labs.

Episode Details

Podcast
a16z Podcast
Episode
Building an AI Physicist: ChatGPT Co-Creator’s Next Venture
Published
September 30, 2025