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35:47ENFei-Fei Li’s new bet: AI is incomplete without spatial intelligenceModeration: Sarah Guo, Elad GilThe ImageNet pioneer tells Sarah Guo and Elad Gil why World Labs is building 3D generative foundation models, and why language was only one piece of the puzzle.
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.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGast: Varun Mohan · Moderation: Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
1:54:08ENWhy Anthropic's first check went to a company building microscopes for neural netsModeration: Nathan LabenzGoodfire's Dan Balsam and Tom McGrath argue that mechanistic interpretability now has a proto-paradigm, two stubborn gaps, and three products worth shipping today.
38:25ENA thousand airplanes will never train an AI engineerFormer Airbus CTO Paul Eremenko explains why physical-world engineering still has no coding-AI moment, and how P-1 AI's agent Archie is supposed to get there anyway.
45:30ENA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGast: Victor Lazarte · Moderation: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Moderation: Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
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.
49:39ENAnton Osika on Lovable’s Launch, Early Retention and Building AI Products in EuropeGast: Anton Osika · Moderation: Harry StebbingsThe Lovable co-founder explains the transition from an open-source experiment to a fast-growing app builder, and discusses hiring, fundraising and the limits of early retention data.
1:04:52ENThe Consumer Playbook That Put Medical AI in 100,000 Exam RoomsOpenEvidence CEO Daniel Nadler explains how a free App Store product, trained only on peer-reviewed literature, reached as much as a quarter of U.S. physicians in a year.
40:33ENModerna was only company 18. The real product is the company factoryModeration: Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
46:23ENAdarsh Hiremath on Mercor, AI Recruiting and the Future of WorkGast: Adarsh Hiremath · Moderation: Harry StebbingsThe Mercor co-founder discusses expert labor for AI labs, automated interviews, fundraising and his vision for a global labor marketplace.
49:36EN86 Out of 100: Harvey's Playbook for Selling AI Into LawModeration: Sarah Guo, Elad GilWinston Weinberg on a Reddit blind test, expanding-and-collapsing product design, and why Harvey started with century-old firms instead of the mid-market.
1:03:08ZH朱啸虎:DeepSeek 如何改变我对 AI 的判断Gast: 朱啸虎 · Moderation: 张小珺2025 年初,投资人回顾对开放模型、应用创业和人工智能的看法。
3:45:44ENDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGast: Marc Andreessen · Moderation: Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.
1:16:31ENHussein Kanji on European Venture Capital and the AI OpportunityGast: Hussein Kanji · Moderation: Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.
31:18ENElias Torres sold a billion-dollar company and called it a failure. Agency is the redo.Moderation: Sarah Guo, Elad GilThe Drift founder wants $1 billion in revenue with 100 people, one email address, and software that works like a text to someone who actually shows up.
38:05ENFrom Zero to $20M ARR in Two Months: Bolt's Moat Lives in the BrowserModeration: Sarah Guo, Elad GilStackBlitz CEO Eric Simons tells No Priors how a five-year WebContainers bet, an open-sourced prompt, and a community of non-coders turned Bolt.new into an overnight full-stack generator.
1:27:33ENA 70B Model Booked Dinner 20% of the Time. MultiOn Took It to 95% in a DayModeration: Nathan LabenzMultiOn CEO Div Garg returns to The Cognitive Revolution to recap 18 months of agent hype, the AgentQ stack, and why 2025 might still be the year of vertical agents.
48:30ENGuy Podjarny on AI Coding Tools and the Future of Software DevelopmentGast: Guy Podjarny · Moderation: Harry StebbingsThe Tessl CEO examines coding assistants, agentic development, security and the business choices surrounding AI.
1:03:07ENReasoning Hasn't Budged in Two Years. Dust Still Saved a Customer 8,000 HoursDust co-founders Gabriel Hubert and Stanislas Polu on multi-model agents, refusing to buy GPUs before product-market fit, and the jump from calculator tools to stochastic ones.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGast: Sam Altman · Moderation: Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:03:41ENMamoon Hamid on AI Investing, Founder Conviction and Venture ReturnsGast: Mamoon Hamid · Moderation: Harry StebbingsThe Kleiner Perkins investor discusses application-layer opportunities, reserve decisions, exits and the founders behind his investments.









