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51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
1:00:28ENScaling Laws Aren't Done. Don't Lock Yourself Into Yesterday's Architecture.Microsoft CTO Kevin Scott on why the exponential is still compounding, why inference will dwarf training, and why a language model is the world's crappiest database.
59:11ENDon't Train a Model. Factory's Founders Say Go Dig for GoldMatan Grinberg and Eno Reyes tell Sequoia's Training Data why they sell a fleet of job-specific droids on top of other people's models — and how that stack just took SWE-bench from 14% to 19%.









