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40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstModeration: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsModeration: Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.








