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1:48:57ENAI Safety's Real Shortage Is Founders, Not IdeasModeration: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
38:14ENDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconModeration: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:25:13ENA $500 Lamp Cut TB Transmission 90 Percent. Almost Nobody Buys OneModeration: Nathan LabenzAerolamp's Misha Gurevich and Vivian Belenky walk Patrick McKenzie through far-UVC at 222 nanometers: the lab science, the safety case, and why the bottleneck is awareness rather than physics.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperModeration: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
44:19ENThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
30:47ENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsModeration: Sarah Guo, Elad GilLaura Deming on reversible cryopreservation: pause an organ—and someday a patient—so a few months no longer decide who lives long enough for the next therapy.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Gast: David Kirtley · Moderation: Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantModeration: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:01:49ENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolModeration: Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
44:49ENHow OpenEvidence Became the Clinical OS for 40% of U.S. DoctorsModeration: Sarah Guo, Elad GilFounder Daniel Nadler tells No Priors how a free search tool for physicians, not an answer engine for patients, took high-stakes clinical knowledge in 18 months.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGast: Keyu Jin · Moderation: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersModeration: Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:31ENTwo Hours a Day, 99th Percentile: How Alpha School Made 2-Sigma RealModeration: Nathan LabenzMacKenzie Price explains how Alpha School uses adaptive apps—not chatbots—to finish core academics in two hours a day and still beat the growth models.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositModeration: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
1:32:29EN17 Edits, Then 3 Prompts: Lovable Builds the Same App TwiceModeration: Nathan LabenzAnton Osika and Isaak Sundeman live-build a shopping comparison tool and argue that opinionated defaults—not open-ended agents—are how non-coders actually ship software.
52:06ENLinkedIn spent five years on graph neural nets. She wants any company to see value in four weeksKumo co-founder Hema Raghavan argues that the graph was always sitting in your warehouse tables — and that a SQL-like predict clause is how ordinary companies finally get to use it.
39:45ENHarmonic’s Bet: Teach AI Math Directly, and the Riemann Hypothesis Falls by 2029Robinhood’s Vlad Tenev and Harmonic co-founder Tudor Achim tell Sequoia why math is reasoning, why Lean is the verifier, and why they refuse to wait for mathematical skill to emerge from scale.
42:42ENEthereum Once Held Two Thousand GPT-3 Clusters of GPUsModeration: Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
34:09ENFive Independent Teams Found the Same 10-to-1 Mix That Beats TransformersModeration: Sarah Guo, Elad GilThe authors of S4 and Mamba argue that mostly state-space layers plus a dash of attention is the architecture that actually works—and they are shipping it first as real-time speech.
1:29:14EN55% of People Have Had a Lucid Dream. Prophetic AI Wants the Rest to Have One Every NightModeration: Nathan LabenzProphetic AI co-founders Eric Wollberg and Wesley Berry tell Ate-a-Pi how a headband of EEG and focused ultrasound, steered by a neural transformer, is meant to light up the prefrontal cortex during REM.
56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not ImitatorsModeration: Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
1:47:08ENKimbal Musk Cooks So People Will Sit DownGast: Kimbal Musk · Moderation: Lex FridmanThe chef, Tesla board member, and author of The Kitchen Cookbook talks with Lex Fridman about apartheid South Africa, a broken neck, Zip2, and why a table beats a nightclub.
1:30:41ENThe Model Is a Baked Cake. NYT v. OpenAI Will Likely Cut a Middle PathModeration: Nathan LabenzTech lawyer Cecilia Ziniti maps the Constitution’s IP clause onto the New York Times lawsuit — and explains why a court is unlikely to order GPT-4 destroyed.
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