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1:04:26ENAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
45:10EN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsModeration: Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksModeration: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
1:29:02ENFrom 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.
41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyModeration: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:43ENCisco wants two extra network layers so agents can share intentModeration: Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberModeration: Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
2:06:23ENFive AI Employees Live on Five Mac MinisModeration: Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:57:56ENA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding PipelineModeration: Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
48:03ENCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
44:47ENThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
1:32:47ENA transformer co-author wants a $160 million model no company ownsModeration: Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
37:45ENCodex Is a Thought Experiment: What If the Agent Worked on Its Own Computer?OpenAI’s Codex team on training o3 to write mergeable PRs, running four copies of a 1 a.m. bug, and why the product only clicks once you stop pairing and start delegating.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
55:40ENTo Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
1:29:02ENShe Never Sees a Row of Your Data. The Answers Still Clear 95%.Moderation: Nathan LabenzIllumex CEO Inna Tokarev Sela tells Nathan Labenz how a Platonic industry ontology, trained only on metadata, collapses enterprise software into one conversation.
30:09ENBilt Saved 65 Support Seats. Decagon's Founder Says Most Agent Ideas Still Won't SellModeration: Sarah Guo, Elad GilJesse Zhang on why customer support is the golden agent use case, why instruction following beats o1-style reasoning, and the two filters that kill most agent startups.
1:01:53ENHumans Wrote 1.3 Percent of the Tokens. The AI Lab Still Designed Working Nanobodies.Moderation: Nathan LabenzStanford's James Zou describes a GPT-4o research group that invented a protein-design pipeline for under $100 — and a sparse autoencoder that pulled an undocumented motif out of ESM-2.
55:50ENThere will not be one model. Fireworks is betting on hundreds of small expertsModeration: Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
51:38ENClay Wants to Be a Guitar, Not a Microwave, for Go-to-Market TeamsKareem Amin tells Sequoia’s Alfred Lin why Clay is building a system of action for growth rather than an AI that replaces SDRs.
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