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1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationGast: Daniel Dines · Moderation: Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkGast: Arvind Jain · Moderation: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryGast: Matan Grinberg · Moderation: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
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.
1:39:00EN20VC on AI Financing, Token Budgets and the Cost of Startup IntensityGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of WorkGast: Brendan Foody · Moderation: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
1:36ENWhy Humanoid Robots Can Move Beyond Human LimitsMatthew Berman · Forward FutureMatthew Berman explains why joints that rotate beyond human ranges could help robots work in factories.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Moderation: Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
1:59:55ENMost People Would Quit Tomorrow: Nathan Labenz Maps AI Utopia and DoomModeration: Nathan LabenzIn part two of a Cognitive Revolution AMA, Nathan Labenz answers listener questions on abundance, superintelligence, p(doom), machine consciousness, and what to do this week.
1:50:09ENNine Hundred Occupations, Twenty Years, and Still No AI RevolutionModeration: Nathan LabenzEconomist Robin Hanson tells Cognitive Revolution why each new AI demo looks like the last one, and why wages and headcount are the tests that matter.
1:09:54ENA $100 Doctor Visit and a $1 AI: GPT-4 Was Already Unbundling WorkModeration: Nathan LabenzBefore GPT-4 launched, Nathan Labenz spent two months making the model play a dozen paid professions, then argued with Erik Torenberg about what that does to jobs, regulation, and white-collar status.
1:36:29ENSmiling Exhaustion: Inside the Tech Worker Sentiment Survey as AI's Honeymoon FadesModeration: Lenny RachitskyNoam Segal and Lenny Rachitsky walk through the second annual Tech Worker Sentiment Survey, which captured about 6,000 people in tech and found a workforce split down the middle by AI.
1:44:35ENMarc Andreessen on Why AI Arrives Just in Time, and Why You Should Not Be FungibleModeration: Lenny RachitskyThe a16z co-founder argues that AI lands in an economy starved of productivity growth and short of workers, and explains how individuals, parents and founders should respond.








