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21:35ENEric Ries: Why successful companies lose the purpose that made them workGast: Eric Ries · Moderation: Krista TippettRies argues that pressure from capital can erode a company’s mission, and that trust deserves a place in business decisions.
56:06ENMike Volpi: AI infrastructure can endure a market correctionRaghu Raghuram, Guido Appenzeller, Mike Volpi · Andreessen HorowitzThe former Cisco executive sees useful assets beyond the hype, but questions who will own them and how systems will evolve.
1:42:10ENHow quickly could AI improve itself? Four forecasters disagreeYaron Minsky, Jaime Sevilla, Ege Erdil, Ryan Greenblatt, Daniel Kokotajlo · Jane StreetOne forecaster puts AI research automation at 50% by 2028; another sees a slower path as more likely, with a real chance of rapid progress.
18:18ENFable 5.2 leads a week of model releases, but cost changes the choiceMatthew Berman · Forward FutureMatthew Berman compares Fable and Gemini Carbon, reviews smaller models and discusses Nvidia’s investigation.
12:38ENHow Duolingo uses agents to add tests without skipping human reviewKush Agrawal · DuolingoA scheduled pipeline raised iOS coverage by generating tests, repairing CI and routing pull requests to engineers for approval.
1:03:19ENManage AI sources: retrieve selectively and withhold context when usefulCynthia Bailey · Stanford UniversityStanford lecturer Cynthia Bailey explains when to retrieve documents, leave context out and guard against instructions hidden in sources.
2:55:43ENPaddy Pimblett on fighting, weight cuts and the lightweight divisionGast: Paddy Pimblett · Moderation: Joe RoganPimblett explains his Saint Denis finish, his difficult recovery from ankle surgery, and why he refuses to fight teammates.
48:20ENFable 5.2 is powerful, but Theo Browne still prefers Opus for everyday codingTheo Browne · T3After a day of tests, Browne compares benchmarks, usage limits and the mistakes that still require a human reviewer.
43:35ENIsomorphic Labs’ Max Jaderberg on narrowing drug designs with AIGast: Max Jaderberg · Moderation: Marina MogilkoThe researcher explains virtual screening, real laboratory checks and why agent performance must be measured against useful outcomes.
38:50ENLinkedIn’s self-improving agent first had to fix its judgesZiwei Guo, Saloni Gandhi · LinkedInA prompt-optimization loop improved a career agent, but unreliable evaluators required human calibration first.
12:48ENBrian Douglas: Turn agent corrections into reusable review knowledgeBrian Douglas · Paper ComputeThe Paper Compute developer captures expert pushback in coding sessions and tests ways to reuse it during review.
59:06ENDharmesh Shah: Find startup opportunities beyond the AI labs’ pathJoe Schmidt, Dharmesh Shah · Andreessen HorowitzHubSpot’s co-founder explains how to test narrow ideas, build around customer work and use AI without relying on a temporary model gap.
12:20ENAyush Bhardwaj: Agent workarounds are feedback for your CLIAyush Bhardwaj · Allos AIAn audit of coding sessions shows where output, errors and stale instructions force agents to improvise.
1:46:17ENJon McNeill on Tesla’s speed: delete steps before automatingGast: Jon McNeill · Moderation: Shane ParrishThe former Tesla president explains the sales bottleneck, product feedback and five-step simplification method behind rapid growth.
23:03ENTubi and e.l.f. grew by serving audiences incumbents overlookedGast: Anjali Sud, Kory Marchisotto · Moderation: Bob SafianAnjali Sud and Kory Marchisotto explain free streaming, affordable beauty and direct feedback from fans.
43:05ENAlex Karp says AI could widen inequality—and rejects a wealth taxGast: Alex Karp · Moderation: Walter IsaacsonThe Palantir CEO links data sovereignty, surveillance limits and a proposed tax-and-efficiency trade-off.
12:57ENHarvey’s agents scaled until their platform and merge queue brokeJoey Wang · HarveyAfter an alert spawned 900 agents and one engineer launched 950 tasks, Harvey added deduplication and fair scheduling.
31:18ENNvidia’s board investigates reports involving Jensen HuangGast: Stephen Witt · Moderation: Max ReadJournalist Stephen Witt discusses leadership risk, export controls and unanswered questions around Megaspeed.
51:48ENCompose small decisions before reaching for a generative modelRaymond Weitekamp · OpenProseRaymond Weitekamp demonstrates recursive decision models and sketches a voice-first computer interface.
23:00ENA passing PR check needs evidence tied to the submitted codeStephen Chin, Cassandra Chin · Neo4jStephen and Cassandra Chin show how Tracetoon connects agent traces, code changes and checks before writing a reviewable pull request.
22:49ENWhen many coding agents share one codebase, delivery must handle concurrencyPatrick Debois · TesslPatrick Debois explains how shared planning, merge strategies and risk-based review can help teams coordinate agents.
23:57ENSix front-end ideas that make AI-built apps easier to debugDevin Chasanoff · Google CloudDevin Chasanoff uses an interactive game tracker to show where data lives, how values are derived and how components communicate.
38:07ENA smoother reorganization starts by letting teams design itJoakim Sundén · Better Product WorkJoakim Sundén pairs leadership’s strategy with employees’ knowledge of daily work, then lets people select teams.
1:25:52ENZeno Rocha on building email tools for people and agentsGast: Zeno Rocha · Moderation: Shawn WangThe Resend co-founder explains deliverability, agent-facing interfaces and why he writes product information for machines to read.
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