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42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
46:36ENAfter a decade of code search, Sourcegraph’s CTO says the coding-AI fight is outside the modelModeration: Sarah Guo, Elad GilBeyang Liu on Cody, why keyword search still does most of RAG, and why CS fundamentals get more valuable as AI compresses the middleware.
32:48ENFourteen People, $200 Million of Compute, and the Reliability Bottleneck for AgentsModeration: Sarah Guo, Elad GilImbue co-founders Kanjun Qiu and Josh Albrecht on why agents fail, why language models cannot learn general algorithms, and why they are spending a giant round on GPUs rather than headcount.
39:45ENPalantir's 13th Employee: The Model Is a Stochastic Genie. Ontology Is the Stake That Tethers ItModeration: Sarah Guo, Elad GilCTO Shyam Sankar on 550 microservices, air-gapped submarines, and why Palantir's ontology is what large language models were waiting for.
1:30:52ENBuilding Minds from Unified Theories: Nate Derbinsky on Cognitive Architectures, Soar, and the Case for ForgettingGast: MIT AGI · Moderation: Lex FridmanA guest lecture in MIT's AGI course on how cognitive architectures try to assemble human-level intelligence, and how studying human memory made the Soar architecture faster and better.
1:26:42ENInside Block's AI-Native Bet: Goose, Functional Orgs and Throwing Code AwayGast: Dhanji R. Prasanna · Moderation: Lenny RachitskyBlock CTO Dhanji Prasanna explains how a reorg, an open-source agent and a learning-first culture made the company unusually AI-forward.
57:11ENFrom Artifact to Organism: Microsoft's Asha Sharma on Products That Learn and an Agentic SocietyGast: Asha Sharma · Moderation: Lenny RachitskyMicrosoft's AI platform product chief explains why products are becoming living systems tuned by post-training, why interfaces are shifting toward code and composability, and how agents may reshape the org chart.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsModeration: Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.









