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1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseModeration: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackModeration: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathModeration: Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
57:52ENThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Moderation: Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
44:21ENMercor's CEO: Knowledge Work's Next Job Is Writing EvalsModeration: Jacob EffronBrendan Foody tells Redpoint how Mercor turned AI hiring and expert data into a $100 million round — and why he thinks a huge slice of white-collar work will become creating tests for models.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:05:22ENBuild First, Optimize Later: Harrison Chase on LangChain, Evals, and the State-Machine Future of AgentsModeration: Jacob EffronHarrison Chase explains how LangChain grew from an orchestration layer into LangSmith and LangGraph, why evaluation datasets force product clarity, and why reliable agents look more like state machines than autonomous loops.
54:44ENLegal Tech's Step-Function Moment: Why Legora Bet on the Last 20%Moderation: Jacob EffronLegora CEO Max explains the $550M Series D, AI-native legal work, foundation-model competition, and the culture required to keep moving fast.
1:09:31ENThe Staircase to an AI Tutor: Connor Wick on Speak, Moats, and Voice-First LearningModeration: Jacob EffronHow Speak's CEO is building a fluency product one model-capability step at a time, from specialized speech models to evals, pricing, and the future of education.
1:11:06ENReplit's Amjad Masad on Building Your Own Model, Latency, and the Next Billion Software CreatorsModeration: Jacob EffronThe Replit founder explains why AI should be native to the product, why he trained a small in-house model, and why he thinks software engineering is about to split in two.
1:10:19ENThe Robot That Folded the Laundry: Physical Intelligence’s Three FrontiersModeration: Jacob EffronKarol Hausman and Danny Driess explain how robot foundation models moved from coded primitives to web-scale pretraining, and why performance is now the hard gate.
40:00ENThe Winds of Change: How Mistral Plans to Win the Open-Model EraModeration: Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.
1:00:10ENThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabModeration: Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
1:09:00ENThe Meeting Is the Moat: Fireflies.ai’s Path to 16 Million UsersModeration: Jacob EffronKrish Ramani explains how Fireflies.ai turned AI note-taking into a meeting chief of staff, why he avoids fine-tuning, and how a startup competes with Microsoft, Zoom, and Google.
58:19ENRunway's Chris Valenzuela on Why Taste Beats Tools in Generative MediaModeration: Jacob EffronChris Valenzuela, CEO of Runway, explains why generative media is still early, how taste and iteration shape the work, and what has to change before AI media becomes a new art form.
54:05ENServal's Jake Stout on Outbuilding ServiceNow: Mirror the System of Record, Bet on Code, and Ship Before the Incumbent Can Book a MeetingModeration: Jacob EffronHow an AI-native employee-support startup attacks a legacy ITSM incumbent with velocity, code-generated workflows and a permissions-first architecture.
51:45ENCameras Optional: HeyGen's Joshua Xu on Avatars, Orchestration and Building Ahead of the ModelsModeration: Jacob EffronHeyGen co-founder and CEO Joshua Xu explains how AI avatars are replacing the camera for business video, and how the company handles quality, trust and safety, and capital.
45:00ENAgents Everywhere: OpenAI's Blueprint for Tool Use, Evals, and Computer-Use InfrastructureModeration: Jacob EffronOpenAI's API platform team explains how agents are moving from deterministic workflows to reasoning-driven tool use, and what developers still lack.
54:52ENCoding Agents Are Breaking Containment: The 2026 AI Stack, the Coding Wars, and the Next FrontierModeration: Jacob EffronJacob Effron and Swyx map the state of AI engineering, from agent harnesses and infrastructure churn to coding-market economics, open models, dark factories, and world models.
1:06:22ENPerplexity's Bet: Search Becomes Answers, and Answers Become a BusinessModeration: Jacob EffronThe Perplexity CEO explains how a consumer AI search product is built, sequenced, and defended against Google.
1:01:13ENPinecone's Vector Database Bet: Scaling Through the ChatGPT TsunamiModeration: Jacob EffronEdo Liberty explains how Pinecone scaled through the generative AI boom, why vector search is more than a database add-on, and where he sees the next AI infrastructure shifts.
1:02:15ENSuno’s CEO Says the Future of Music Is a Conversation, Not a PromptModeration: Jacob EffronSuno CEO Mikey Shulman explains how AI music is moving from text prompts to co-creation, why music evals are subjective, and what he would build next.








