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1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
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.
2:06:16ZH谭捷:机器人通用智能的瓶颈在数据,通用形态仍需时间Gast: 谭捷 · Moderation: 张小珺Google DeepMind 机器人研究科学家谭捷回顾了从计算机图形学到机器人、从强化学习到 Gemini Robotics 的研究路径。他认为机器人基础模型尚未成为独立学科,数据规模与覆盖度、跨本体迁移、实时推理和安全仍是走向真实应用的关键。
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeGast: Nick Frosst · Moderation: Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingGast: Bucky Moore · Moderation: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGast: Sam Altman · Moderation: Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraGast: Bret Taylor · Moderation: Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGast: Aidan Gomez · Moderation: Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGast: Reid Hoffman · Moderation: Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
1:05:50ENSarah Tavel on AI Applications, Model Economics and Venture InvestingGast: Sarah Tavel · Moderation: Harry StebbingsThe Benchmark partner explains her thesis on selling AI-driven work, the economics of frontier models and what she looks for in founders.
51:00ENArthur Mensch on Mistral’s Open Models, Compute and Developer StrategyGast: Arthur Mensch · Moderation: Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstModeration: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsModeration: Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.







