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1:00:39EN
a16z· 23. Okt. 2026Podcast · 3 StimmenAmazon CEO Andy Jassy on the $220 Billion AI BuildoutGast: Andy Jassy · Moderation: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 9. Okt. 2026Podcast · 2 Stimmen10,000 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.
2:13:27EN
Cognitive Revolution "How AI Changes Everything"· 29. Sept. 2026PodcastHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to ClaudeModeration: Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:48:57ENCognitive Revolution "How AI Changes Everything"· 25. Sept. 2026PodcastAI 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.
42:44ENNo Priors: AI, Machine Learning, Tech, & Startups· 24. Sept. 2026Podcast · 2 StimmenThey 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.
1:40:36ENCognitive Revolution "How AI Changes Everything"· 19. Sept. 2026PodcastThe Labs Are Screaming: Internal Models Are a Generation AheadModeration: Nathan LabenzA week of Cognitive Revolution live shows on Dario Amodei's call to pace the frontier, a Trump–Xi deal that may not be needed, an AI store manager that fired a worker, and a new pain axis inside language models.
2:09:42ENCognitive Revolution "How AI Changes Everything"· 15. Sept. 2026PodcastA 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.
1:05:21EN
Sequoia Capital· 15. Sept. 2026PodcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:40:52ENCognitive Revolution "How AI Changes Everything"· 12. Sept. 2026PodcastAstra Cleared the AGI Hurdle. The Auditors Got Three Days.Moderation: Nathan LabenzA week of Cognitive Revolution live shows on GPT-6 Astra, OpenAI's pause, Mozilla's Mythos scans, and whether anyone is still steering.
3:15:53ENCognitive Revolution "How AI Changes Everything"· 10. Sept. 2026PodcastThe Goal Is Pax Robotica, Not Winning the AI RaceModeration: Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 3. Sept. 2026Podcast · 2 StimmenArm’s 98.5% margin business just started shipping chipsModeration: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
46:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 13. Aug. 2026Podcast · 2 StimmenComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersModeration: Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENNo Priors: AI, Machine Learning, Tech, & Startups· 6. Aug. 2026Podcast · 2 StimmenThree 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.
2:57:10ENCognitive Revolution "How AI Changes Everything"· 5. Aug. 2026PodcastThe 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.
2:16:29ENCognitive Revolution "How AI Changes Everything"· 2. Aug. 2026PodcastFrom 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.
2:23:43ENCognitive Revolution "How AI Changes Everything"· 27. Juli 2026PodcastHe Bought an Android, Two SIMs, and Left Claude Watching His InboxModeration: Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:13:48EN
Unsupervised Learning: With Jacob Effron· 16. Juli 2026PodcastCarriers 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.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· 9. Juli 2026Podcast · 2 StimmenThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersModeration: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:29:02ENCognitive Revolution "How AI Changes Everything"· 1. Juli 2026PodcastFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreModeration: Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
1:57:46ENCognitive Revolution "How AI Changes Everything"· 27. Juni 2026Podcast30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingModeration: Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
2:29:20ENCognitive Revolution "How AI Changes Everything"· 23. Juni 2026PodcastThe Market Will Not Choose an Honest ModelModeration: Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
2:14:33ENCognitive Revolution "How AI Changes Everything"· 21. Juni 2026PodcastA 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.
2:38:44ENCognitive Revolution "How AI Changes Everything"· 20. Juni 2026PodcastTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIModeration: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
45:00ENNo Priors: AI, Machine Learning, Tech, & Startups· 18. Juni 2026Podcast · 2 StimmenLip-Bu Tan took the hardest job in chips to save IntelModeration: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.Mehr laden24 von 274 angezeigt