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1:57:46EN30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingModeration: Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
36:19ENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsModeration: Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
49:05ENJason Yuan on Hivemind, Social AI and the Risks of Sharing Between FriendsGast: Jason Yuan · Moderation: Ellis HamburgerThe founder describes an AI that asks people in a network for answers, creates opportunities for connection and must navigate imperfect privacy safeguards.
2:29:20ENThe Market Will Not Choose an Honest ModelModeration: Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
44:34ENTheo’s Six Ideas for Better Developer Tools and PlatformsTheoFrom safer package distribution to an open mobile platform and unusual AI benchmarks, Theo shares projects he hopes others will build.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGast: Nikesh Arora · Moderation: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonModeration: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and FundraisingGast: Ryan Petersen · Moderation: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIModeration: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and RoboticsGast: Rory O’Driscoll, Everett Randle · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
45:00ENLip-Bu Tan took the hardest job in chips to save IntelModeration: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
38:45ENThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionGast: Aravind Srinivas · Moderation: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryGast: Matan Grinberg · Moderation: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:44:28ENFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overModeration: Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Moderation: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
3:01:26ZH洪力德回忆 SpaceX:从火箭制造到商业航天的下一步Gast: 洪力德 · Moderation: 张小珺SpaceX 前火箭首席制造工程师与张小珺谈火箭复用、量产、马斯克的管理方式和太空产业投资。
30:40ENTheo on Agent Workflows, Usage Limits, and Building MoreTheoTheo demonstrates multi-agent PR reviews, ranked work queues and remote development while reflecting on cost, verification and sleep.
1:15:56EN20VC on IPO Expectations, Lean AI Startups and Investor RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
51:09ENBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
32:53ENTheo’s Fable 5 Review: Benchmarks, Real Projects, and LimitsTheoTheo tests a newly released model on coding and creative work, highlighting impressive results alongside failures, safeguards and cost.
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