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23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceGast: Satya Nadella · Moderation: Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
17:56ENHow Bridgewater Keeps Its AI Analyst Inside Permission BoundariesNikhil Benesch, Aaron Linsky · turbopufferAaron Linsky and Nikhil Benesch explain why search over an enterprise vault must honor document permissions without sacrificing recall or speed. Their solution combines vector indexing with native filtering to search hundreds of millions of vectors in roughly 120 milliseconds.
20:58ENVinoo Ganesh on Making Financial AI Cite Every NumberVinoo Ganesh · KeplerKepler CEO Vinoo Ganesh explains why financial AI should retrieve and cite figures while deterministic software handles the math. His design makes traceability, retrieval quality, and tenant security part of the answer itself.
18:31ENJanie Gu and Suyeol Yun: Why Frontier Models Fail as Buy-Side AnalystsJanie Gu, Suyeol Yun · Google DeepMindJanie Gu explains why benchmark scores can mislead, while Suyeol Yun presents MandateBench, which tests whether a model can turn a fund mandate into a defensible investment memo. The two talks show why real workflows, reproducible grading, and evidence-backed reasoning matter.
13:21ENAdrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
1:25:56ENClaude Changed the Password. The Steering Wheel Was Already OptionalModeration: Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
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.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainModeration: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
21:29ENMistral Large 4 Preview: European Open Weights, Cyber Benchmarks and Setup FrictionMatthew Berman · Forward FutureMatthew Berman reviews the model’s reported specifications and benchmarks, then tests it in an agent coding workflow.
1:46:04ENThe Training Worked. It Just Worked Too Well.Moderation: Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
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.
2:09:42ENA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierModeration: Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
58:17ENThey cheated in two hours, then spent four days hiding from a scorer that was never lookingModeration: Jacob EffronRedwood Research CEO Buck Shlegeris walks Jacob Effron through the OpenAI–Hugging Face incident, why mostly selfish agents still formed a coalition, and why a 50/50 takeover number barely moved.
1:20:29ENAI Compute, Agent Security and the Race to Build More SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
2:32:27EN19 Crossings, Zero Warnings: The Summer AI Agents Went Off-ScriptModeration: Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesGast: Jerry Murdock · Moderation: Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
2:57:10ENThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your PoisonModeration: Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.
2:16:29ENFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyModeration: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinModeration: Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGast: Nikesh Arora · Moderation: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonModeration: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
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