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1:00:34ENMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersGast: Chris Dixon, Marc Andreessen, Ben Horowitz · Moderation: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
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.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemGast: Jack Altman, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
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.
1:48:57ENAI 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.
31:39ENThe Skull Is Already the Vat: Max Hodak on Restoring SightModeration: Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextModeration: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileGast: Joon Sung Park · Moderation: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseModeration: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
2:59:03ENYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGast: You Kaichao · Moderation: 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackModeration: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
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.
42:57ENInference Is the Last Market: Baseten’s 30x YearModeration: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceModeration: Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become oneModeration: Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGast: Maor Shlomo · Moderation: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotModeration: Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIModeration: Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGast: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
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