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18:13ENSid Pednekar: Judgment Is the Scarce Resource in AI AdoptionSid PednekarA framework for choosing valuable problems, building shared capabilities and turning experience into organizational learning.
14:04ENFrank Long on Building AI Investment Workflows Around QualityFrank Long · CoatueCoatue’s Frank Long breaks investing into information, analysis and decision steps, and argues for choosing the right combination of code, models and people.
50:50ENFabian Theis on Virtual Cells, Organoids and Closing the Lab LoopGast: Fabian Theis · Moderation: RJ Honicky, Brandon AndersonThe Helmholtz Munich researcher explains perturbation models, biological benchmarks and the work required to connect prediction with experiments.
17:52ENCameron Wolfe on Evaluating AI When Answers Are SubjectiveCameron Wolfe · NetflixNetflix’s Cameron Wolfe outlines human review, calibrated model judges and production monitoring as a repeatable evaluation loop.
54:08ENVlad Tenev on Ownership, Tokenization and AI TradingGast: Vlad Tenev · Moderation: Sarah GuoRobinhood’s CEO discusses his vision for wider asset ownership, mathematical AI and agentic finance with Sarah Guo.
42:06ENData-Center Power, Financing and Compute: A Panel with Yixing Xu, Alex Yeh and Bruce LiuGast: Yixing Xu, Alex Yeh, Bruce Liu · Moderation: Christina XuBuilders and an investor discuss transmission constraints, delivery delays, lease mismatches and the economics of selling compute.
1:19:29ENScaling Slack and GitHub: Maude Lemaire on Load, Shards and Reliable PlatformsGast: Maude Lemaire · Moderation: Gergely OroszThe principal engineer explains a Slack data migration, realistic load testing, GitHub’s shard constraints and her approach to AI-assisted performance work.
41:02ENTheo on PewDiePie’s Local AI Project, Training Data and Model SafetyTheo, PewDiePieA reaction to the Ajax and Odysius project becomes a discussion of opt-in data, agent traces, fine-tuning and local model tradeoffs.
20:45ENJohn Stecher and Scott Worland on Building AI Systems That Can ChangeScott Worland, John Stecher · Norm AIThe Blackstone and Norm AI CTOs discuss data strategy, evaluations, production controls and when to wait for a better model.
23:55ENSusan Wojcicki’s Family on Her Life and Lung-Cancer ResearchGast: Dennis Troper, Esther Wojcicki, Anne Wojcicki, Janet Wojcicki · Moderation: Marina MogilkoHer family remembers her priorities as a mother and leader and discusses the foundation’s goals for research and earlier detection.
1:01:05ENDiogo Almeida on Decision Models, Benchmark Fatigue and Agent ReliabilityGast: Diogo Almeida · Moderation: Jacob EffronThe creator of Jev discusses structured decisions, model evaluation and the practical problems of building with AI agents.
2:16:39ENGregory Forth on Flores Fossils and Reports of Humanlike BeingsGast: Gregory Forth · Moderation: Joe RoganThe anthropologist discusses fieldwork, local traditions and a disputed hypothesis about a surviving hominin.
52:36ENKim Maida and Mason Egger: Secure Agent Access and Durable ExecutionKim Maida, Mason Egger · KeycardAn expense-approval workshop combines per-call OAuth token exchange with Temporal workflows that recover after a worker fails.
42:40ENDaniel Terhorst-North: Use Generative AI to Go Broader, Not Just FasterDaniel Terhorst-North · Dan North & AssociatesA software practitioner shares how an AI-assisted teaching toolkit led him to “adjacent engineering,” larger test-first steps and external guardrails.
1:43:54ENJoshua Monrad on AI, Biosecurity and Building Layers of DefenseGast: Joshua Monrad · Moderation: Nathan LabenzSentinel Bio’s co-founder discusses uncertain AI-related biological risks, practical safeguards and the long work of global resilience.
15:32ENEmil Chetty on Letting Payment Agents Act Within Customer-Approved BoundariesEmil Chetty · WiseWise’s data and AI product lead describes an immutable job agreement that lets agents choose steps while trusted payment services enforce customer authorization.
39:31ENThariq Shihipar on Closing a Startup and Leaving AnthropicGast: Thariq Shihipar · Moderation: Sarah Chieng, Vivian Midha ShenThe former Claude Code engineer joins SOTA Wives to discuss fundraising, AI labs, content and the social world around technology.
22:01ENReid Hoffman on the Midterms, Political Donations and Tech’s Public ResponsibilitiesModeration: Aria Finger, Reid HoffmanHoffman and Aria Finger discuss their interpretation of Democratic gains, campaign finance and the bargain between data centers and communities.
1:11:45ENDavid Geary on Conflict, Cooperation and Human EvolutionGast: David Geary · Moderation: Chris WilliamsonAn evolutionary psychologist presents his account of group conflict, status and human cognition; several claims remain contested.
50:11ENHow Figma’s Finance Team Uses AI to Build and AutomateSeema Amble, Ivan Makarov, Praveer Melwani · Andreessen HorowitzCFO Praveer Melwani discusses finance workflows, human judgment, shared systems and the skills his team needs.
13:22ENHow Brainbase Improved a Competitor-Pricing Agent from 41% to 97%Milind Sunil Shah · BrainbaseMilind Sunil Shah describes an iterative workflow for collecting and evaluating competitor prices with a back-office agent.
32:01ENRonak Malde on Continual Learning from Real-World Agent TracesPat Grady, Lauren Reeder, Ronak Malde · Sequoia CapitalTrajectory’s co-founder explains its training platform, two research directions and his vision for adapting models to company-specific work.
18:14ENDwarkesh Patel: Testing AI Deception and Reasoning in Blood on the ClocktowerA 368-game social deception benchmark reveals elaborate AI schemes, improvements in evidence evaluation, and questions that remain open.
19:53ENAI News: Kimi K3.1 Weights, Computer Use and Specialized Open ModelsMatthew Berman · Forward FutureMatthew Berman reviews a week of model releases, from desktop agents and scientific workflows to image, video and speech tools.
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