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1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGast: Naveen Rao · Moderation: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
34:11ENAnatoliy Bilenko and Alberto Carretero: Making Database Protocols Reliable with Formal Methods and AIAnatoliy Bilenko, Alberto Carretero · CanonicalCanonical’s database engineers connect executable specifications, model-based tests, failure exploration, and reconstructed execution histories—and explain why none of these techniques proves a real system correct on its own.
1:25:33ENWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalGast: Erik Bernhardsson · Moderation: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
57:47ENPeter Thiel on AI Acceleration, Global Power, and the Values of Its BuildersGast: Peter Thiel · Moderation: Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
1:56:28ENWill Larson: The Revised Rules of Engineering ManagementGast: Will Larson · Moderation: Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
1:59:52ENDavid Qian on Succession, Robotics, and Finding His Own AmbitionGast: David Qian (Qian Cheng) · Moderation: 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
45:08ENSam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.
37:14ENElon Musk on AI Control, Robot Abundance, and His Regrets About DOGEGast: Elon Musk · Moderation: Walter IsaacsonWalter Isaacson asks Elon Musk how humanity can remain safe and find purpose as AI grows more capable, and challenges him on politics, empathy, and the future he is building.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureGast: Sameer Dholakia · Moderation: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and MemoryGast: Harrison Chase · Moderation: Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
1:48:29ENHow AI Is Changing Programming: John Krazit and Ron MinskyRon Minsky, John Krazit · Jane StreetJane Street’s AI tooling lead and the Signals and Threads host examine agent infrastructure, security, code review and the changing experience of writing software.
40:44ENGrant Sanderson: There's never been a better time to go into mathGrant Sanderson, Constantin Kogler · 3Blue1BrownStudents fear AI has solved mathematics. Grant Sanderson argues the opposite: even if machines prove theorems better than we do, the institution of math stays valuable—and this is a rare moment when newcomers can reshape it.
2:51:18ENLindon Gao on Building Dyna Robotics and Finding a Path Through the FogGast: Lindon Gao · Moderation: 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.
39:23ENThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityModeration: Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesGast: Mike Cannon-Brookes · Moderation: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:12:06ENMax Freeman on Building Ramp’s Sales MachineGast: Max Freeman · Moderation: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerModeration: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutGast: Venky Ganesan · Moderation: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGast: Chase Lochmiller · Moderation: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39ENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioModeration: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthGast: Alex Mashrabov · Moderation: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:08:54ENParag Agrawal on Web Search and Business Models for AI AgentsGast: Parag Agrawal · Moderation: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearModeration: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:36:37ENAaron Bauer on Teaching Software Engineering in the Age of AIRon Minsky, Aaron Bauer · Jane StreetHow learning goals, active practice and editor design shape engineering education when models can generate the code.
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