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1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsModeration: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
1:27:29ENAI Chip Deals, Founder Exits and the Future of WorkGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
2:26:40ZH张鹏:从清华实验室到智谱上市,如何走向下一代 AIGast: 张鹏 · Moderation: 张小珺智谱 CEO 回顾科技成果转化、GLM 的研发与开源,以及公司如何在长期研究和商业化之间寻找路径。
1:01:38EN13-Hour Coffee and 2x Throughput: Physical Intelligence Crosses the Deployment LineKarol Hausman and Tobi Springenberg tell Sequoia’s Training Data how a general robot brain, plus real-world RL, turned coffee, laundry, and chocolate boxes into jobs that actually run.
32:20ENTheo Browne on Building with Claude CodeTheo Browne · Ping LabsA hands-on look at parallel coding agents, an image studio and a mobile monorepo, including the mistakes and review work behind the demos.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGast: Alan Chang · Moderation: Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:55:02ENAn Index Fund on AGI: How MATS Filters the Next 120 AI Safety ResearchersModeration: Nathan LabenzRyan Kidd, co-executive director of MATS, tells Nathan Labenz why he will not shout a timeline, why every safety technique is also a capabilities technique, and who actually gets hired.
1:18:40ENWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CurseModeration: Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksGast: Matt Fitzpatrick · Moderation: Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
3:52:17ENSome Infinities Are Larger Than OthersModeration: Lex FridmanJoel David Hamkins walks Lex Fridman from Hilbert's Hotel through Gödel, the continuum hypothesis, and a set-theoretic multiverse where truth is not the same as proof.
3:31:00ZH季逸超:从浏览器到 Manus,智能体产品的一年Gast: 季逸超 · Moderation: 张小珺回顾创业选择、云端运行环境、上下文管理和 AI 产品成本。
3:31:17ZH季逸超:从浏览器到 Manus,智能体产品的一年Gast: 季逸超 · Moderation: 张小珺回顾创业选择、云端运行环境、上下文管理和 AI 产品成本。
1:18:15ENIf AI Becomes a Being, Steering It Is SlaveryModeration: Nathan LabenzEmmett Shear and DeepMind's Séb Krier clash over whether alignment means controlling a tool or raising a creature that cares.
1:18:03ZH李广密:2025 年末的模型竞争、在线学习与 AI 创业Gast: 李广密 · Moderation: 张小珺从模型公司和算力竞争,到持续学习、机器人与全球创业,回看一位投资人在 2025 年末的判断。
1:41:34ENThey Owned the Camera Partition—and Still Couldn't Crash the HelicopterModeration: Nathan LabenzKathleen Fisher and Byron Cook tell Nathan Labenz how formal methods turn some software bugs into closed cases, from a DARPA helicopter to AWS policies checked a billion times a second.
1:20:57ENMatt Godbolt: Inside Skylake’s Out-of-Order PipelineMatt GodboltA guided tour of instruction decoding, register renaming, execution and memory ordering, grounded in reverse engineering and careful measurements.
1:12:54ENInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
1:55:39ENAI Infrastructure, Gemini and Prediction Markets: Forward Future LiveMatthew Berman, Nick Wentz, Doug O’Laughlin, Koray Kavukcuoglu, Logan Kilpatrick, Abhishek Fatehpuria · Forward FutureSemiAnalysis, Google DeepMind and Robinhood guests join Matthew Berman and Nick Wentz to discuss model speed, chip supply, research, safety and financial products.
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.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Moderation: Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:58:48ENARC Went from $1,000 a Task to Pocket Change. That Is Not a Normal Year of AIModeration: Nathan LabenzCognitive Revolution’s first live show compresses nine conversations into a year-end scan of denial, sample efficiency, companions, memory, Gemini 3 Flash, and scientific judgment.
1:21:57ENCursor, Figma and the Race to Build Across AI WorkflowsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasModeration: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
1:00:15ENArjun Guha on How Language Models Represent Code and How People Prompt ThemArjun Guha · Northeastern UniversityExperiments with activation steering and student-written prompts reveal how programming models behave—and why evaluating them requires more than a single benchmark score.
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