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55:19ENHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
53:44ENThe Biggest Bug in Today’s Models Is That the Weights Never ChangeTuring Award winner Rich Sutton and Khurram Javed founded Oak Lab to build agents that keep learning after they ship — and they call synthetic data a big mistake.
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.
38:45ENThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
51:09ENBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
58:27ENEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
39:47ENThe Context at Step 14 Isn't in the CodeLangChain cofounder Harrison Chase on why long-horizon agents finally work—and why traces, harnesses, and first-draft workflows matter more than scaffolding.
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.
37:37ENA dozen people, 28 minutes, and one shared desktopThe OpenAI trio behind ChatGPT Agent explain how Deep Research and Operator became a virtual computer that can reason for half an hour and still ask you before it spends money.
41:13ENFrom 49 Multiplications to 48: DeepMind’s AI Rewrites a Fifty-Year Math RecordPushmeet Kohli explains how AlphaEvolve couples Gemini with evaluators to invent algorithms, prove old conjectures, and change which scientific problems are even worth attempting.
38:25ENA thousand airplanes will never train an AI engineerFormer Airbus CTO Paul Eremenko explains why physical-world engineering still has no coding-AI moment, and how P-1 AI's agent Archie is supposed to get there anyway.
43:04EN750 Million Excel Users, 30 Million Engineers: Wordware's Bet on Word ArtisansFilip Kozera tells Sequoia why English is the assembly language of LLMs, and why the people who win will be the ones who can encode taste into structured prompts.
32:46ENDon't draw the flowchart: OpenAI's Deep Research team on training agents end to endIsa Fulford and Josh Tobin explain why Deep Research was trained with reinforcement learning on hard browsing tasks instead of a human-written graph of model calls.
52:30ENMove 37 looked like a bug. LLMs still need their AlphaZero momentIoannis Antonoglou, from AlphaGo to Reflection AI, on self-play, reliability, and why compute can still buy intelligence.
1:03:07ENReasoning Hasn't Budged in Two Years. Dust Still Saved a Customer 8,000 HoursDust co-founders Gabriel Hubert and Stanislas Polu on multi-model agents, refusing to buy GPUs before product-market fit, and the jump from calculator tools to stochastic ones.
49:14ENHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.
1:12:31ENA Bare Model Closes 35% of Airline Changes. Sierra's Agents Clear 70% of Real Tickets.Clay Bavor on why putting a raw LLM in front of customers does not math, and how AgentOS, supervisor agents, and outcome pricing change the arithmetic.
1:07:05ENAlphaGo Combined Learning and Search. Language Models Only Did the First Half.Reflection AI's Misha Laskin tells Sequoia why prompted coding agents stall in the teens, and why the missing piece is still a ground-truth reward.
49:50ENUnconstrained agents captivated Twitter. Custom ones are what ship.LangChain founder Harrison Chase tells Sequoia’s Training Data what an agent actually is, why AutoGPT stalled, and which cognitive architectures reach production.








