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1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Moderation: Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathModeration: Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
1:03:40ENWho Banks the AI Wave: Startups or the Giants Already in Place?Moderation: Nathan LabenzStability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin debate whether generative AI is a reshuffler for new companies or an extender for Meta, Google, and Hollywood.









