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1:26:46ENThere Likely Is a Level of Intelligence We Shouldn't Go PastModeration: Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayModeration: Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedModeration: Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
3:15:53ENThe 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.
1:13:48ENCarriers 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.
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.
1:57:46EN30% 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.
2:38:44ENTwenty-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.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Moderation: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:45:59EN87% of Workers Use AI. Only 13% Say the Company Got Better.Moderation: Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardModeration: Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereModeration: Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesModeration: Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
2:38:48ENA thousand searches for five cents, and a high score that did not require cheatingModeration: Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
3:27:22ENThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's PromisesModeration: Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
1:18:46EN90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpModeration: Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
2:03:56EN260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AIModeration: Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedModeration: Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data UsableModeration: Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
1:54:30ENFrom One in Ten Cancer Cells to One in a MillionModeration: Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.
1:18:40ENWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CurseModeration: Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Moderation: Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:58:48ENARC Went from $1,000 a Task to Pocket Change. That Is Not a Normal Year of AIModeration: Nathan LabenzCognitive Revolution’s first live show compresses nine conversations into a year-end scan of denial, sample efficiency, companions, memory, Gemini 3 Flash, and scientific judgment.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasModeration: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
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