Is Thermo AI the future? [Guillaume Verdon aka Beff Jezos] @MachineLearningStreetTalk
Is Thermo AI the future? [Guillaume Verdon aka Beff Jezos]  @MachineLearningStreetTalk
Uploaded July 2025 | Updated September 2026, 1 week ago
Dr. Maxwell Ramstead hosts Guillaume Verdon -- physicist, founder of Extropic, and the mind behind the Beff Jezos persona and the Effective Accelerationism movement -- for a conversation that bridges thermodynamics, computing hardware, and civilizational philosophy.

Verdon traces his path from childhood fascination with theories of everything through theoretical physics at the Perimeter Institute, quantum computing at Google, and the founding of Extropic. The core technical insight: instead of fighting thermal noise at enormous energetic cost (as quantum computers do), thermodynamic computing harnesses it. Extropic's chips use the natural stochastic physics of electrons to accelerate Markov chain Monte Carlo sampling -- the same class of algorithms that underpin diffusion models, energy-based models, and much of modern probabilistic ML.

The numbers are striking. Current wafer-scale AI systems consume 20+ kilowatts. A thermodynamic wafer with 1.5 billion p-bits and 20 billion parameters would run on 20 watts -- roughly what the human brain uses. Verdon argues this is not a coincidence: the brain is literally a thermodynamic computer operating near the Landauer limit, and Extropic is building silicon that works on the same principles.

The second half turns to philosophy. Verdon derives Effective Accelerationism directly from stochastic thermodynamics: thermodynamic selection pressure favors systems that capture and dissipate more free energy, so growth is not just desirable but physically inevitable. He and Ramstead explore hyperstition through the lens of active inference, the geopolitical stakes of the US-China technology race, and why Verdon views deceleration as a form of psychological warfare against Western competitiveness.

Recorded with Maxwell Ramstead hosting in place of Tim Scarfe.

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TIMESTAMPS:
00:00:00 Intro Montage & Sponsor
00:02:21 From Theories of Everything to Thermodynamic Computing
00:08:41 The Failure of Reductionism & Physics-Inspired AI
00:17:15 From Quantum to Thermodynamic Computing
00:23:56 How Thermodynamic Computers Actually Work
00:31:15 Moore's Wall & The Brain as Proof of Concept
00:40:00 The Computing Stack of the Future
00:48:23 Why Current AI Will Cook Us to Death
00:50:38 Effective Accelerationism: The Philosophy of Beff Jezos
01:00:00 Hyperstition, Geopolitics & Avoiding Catastrophe
01:16:00 Closing: The Future of Extropic & Getting Involved

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REFERENCES:
paper:
[00:04:40] It From Bit
https://cqi.inf.usi.ch/qic/wheeler.pdf
[00:06:15] Renormalization Group Theory
damtp.cam.ac.uk/user/dbs26/AQFT/Wilsonchap.pdf
[00:23:00] Metropolis-Hastings Algorithm
arxiv.org/abs/1504.01896
[00:40:00] Deep Information Bottleneck and Renormalization
arxiv.org/abs/1907.07331
[00:40:00] Energy-Based Models (EBMs)
researchgate.net/publication/200744586_A_tutorial_on_energy-based_learning
[01:03:00] Free Energy Principle and Active Inference
nature.com/articles/nrn2787
concept:
[00:05:30] Holographic Principle (AdS/CFT Correspondence)
en.wikipedia.org/wiki/Holographic_principle
[00:20:00] Markov Chain Monte Carlo (MCMC)
en.wikipedia.org/wiki/Markov_chain_Monte_Carlo
[00:21:10] Maxwell's Demon and Information Theory
https://plato.stanford.edu/entries/information-entropy/
[00:29:45] Landauer's Principle
en.wikipedia.org/wiki/Landauer%27s_principle
[01:11:40] Fisher's Fundamental Theorem of Natural Selection
en.wikipedia.org/wiki/Fisher%27s_fundamental_theorem_of_natural_selection

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LINKS:
Full Transcript: app.rescript.info/share/21936dd6830231c0194e8b2908f4d963
Download PDF transcript: app.rescript.info/api/public/sessions/a34e6a9a2ed827b9/pdf
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Machine Learning Street Talk |

Is "Thermo" AI the future? [Guillaume Verdon aka "Beff Jezos"]

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