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CuspAI was co-founded by Max Welling, one of the pioneers of modern AI. But instead of building chatbots, he's creating and harnessing AI to discover new materials for everything from carbon capture to water purification, plastic alternatives, and more efficient batteries. If this works, it could change everything. But can it? And if so, when? This week, we’re talking science, scale, and when @CuspAI will be able to deliver with company co-founder Max Welling. Before talking to Max, hosts Autria Godfrey, Stephen Horn, and Laila Rizvi discuss why AI-powered material creation is so exciting… and why it needs to be addressed with little skepticism. Laila compares CuspAI to AlphaFold and reminds us of the difficulties of not only generating new materials, but actually building them in the real world. Autria kicks off the interview by asking Max Welling about CuspAI’s plans for 2026. He explains that they’re currently building their platform, and that 2026 will be a time when CuspAI will work with customers to actually design new materials, synthesize them, and put them into the real world. In 2026, they also plan to connect to high throughput self-driving lab experimental facilities to increase the speed of experimentation. Max unpacks how the process works, starting with a customer describing the real world material that they need, to AI agent assessment to see whether anything already exists that can fit the task, to generating entirely new materials that never existed before. They typically generate “hundreds of thousands to millions of those,” which are first tested by a digital twin consisting of very cheap property predictors that quickly assess whether the material could exist in this world, followed by sophisticated molecular dynamic simulations to assess their actual properties in high accuracy. Laila and Max discuss the process of verification in materials science, and Max lays out some of the difficulties that lay between moving from simulation into the real world. Autria asks where their first successes will come. Max predicts that it will be in the semiconductor space, partly because of partners like Hyundai that have the need and the capability to manufacture the new materials at scale. Max explains how semiconductor lithography has gotten to a point where they’re creating the smallest structures possible that are the size of a few atoms, and in order to make that happen they really need new materials. “We are now creating chips that grow in the third dimension, so they become sort of taller.” Stephen brings the conversation around to scalability, the importance of finding partners that can power that growth, and whether that scale can even happen in Europe. Max makes a distinction between making materials at scale and scaling up a company, but says that Europe has the right companies for both. Laila raises the issue of commercial demand versus public good, and Autria asks about the pressure around using AI for the betterment of humanity. Max’s answer: “For me, the only reason I do this is because I do want to make a positive net impact… And I think the same goes for all our employees.” As always, we end with our lightning round questions. Autria asks where people will draw the line with AI, and Max says “We don't want AI to invade our privacy. We don't want AI to be used for mass surveillance. We don't want AI to get us addicted. We don't want AI to manipulate our opinions.” Laila asks Max for something that's widely accepted in his field that he disagrees with. He says that AI superintelligence replacing humans might be a little overhyped at this point. And Stephen asks Max what will happen in 18 months that people aren't talking about now? Max’s answer: “That we can design materials that feel quite exotic right now, with properties that you could not imagine, and it could completely change the world, and hopefully for the better. That's what we are shooting for.” What do you think? Will CuspAI be able to deliver on their promises in 2026? Will AI help us create new materials that benefit humankind in less than a year? Or will it take them longer? Tell us in the comments. CHAPTERS: 00:00 - Can AI Discover World-Changing Materials? 01:51 - How Does CuspAI Compare to AlphaFold? 03:24 - What Are CuspAI’s Goals for 2026? 04:35 - How Do We Go From Material Design to Real-World Synthesis? 07:02 - Why Is Synthesizing New Materials So Hard? 09:10 - The Speed and Scale of Verification in Materials Science 11:28 - First Up: Semiconductors for Chips and Solar Panels 15:00 - Commercial Demand Versus Public Good 18:18 - What Does Success Look Like for CuspAI? 18:55 - What Is CuspAI’s Biggest Obstacle to Overcome? 20:37 - Where Will People Draw the Line with AI in Their Personal Lives? 21:27 - What Is Widely Accepted in Your Field That You Disagree with? 22:40 - What Will Happen in the Future That People Aren't Talking About Now?

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