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1:01:09ENHugging Face Raised $235M. Community Still Is Not a MoatHost Nathan LabenzNathan Labenz and Erik Torenberg unpack Hugging Face's $4.5 billion Series D, and why a thriving open-source hub may still struggle to become a locked-in business.
1:39:53ENUnder 100 People, 24 Million Users: Replit's Bet on Artificial Developer IntelligenceHost Nathan LabenzMichele Catasta, Replit's new VP of AI, lays out a generate-execute-learn loop he will not call AGI, a 2x-to-1000x productivity ladder, and a keystroke-level data advantage.
1:32:22ENA Million Bytes and 256 Symbols: Meta's MEGABYTE Wants to Throw the Tokenizer AwayHost Nathan LabenzLili Yu of Meta AI explains a multiscale transformer that predicts million-byte sequences, skips tokenization, and aims to model any file as raw bytes.
1:26:20ENForty Dollars to Index Joe Rogan: Chroma, Shovels, and the Wright Flyer Era of MLHost Nathan LabenzChroma co-founder Anton Troynikov on embeddings as the storage layer for language-model apps, Stable Attribution, and why machine learning is still flying on intuition.









