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1:43:56ENSudowrite sold getting unstuck — then eight million people watched a pile-onHost Nathan LabenzJames Yu tells Nathan Labenz how a GPT-3 toy for fiction became a hierarchical “IDE for storytelling,” and what a viral backlash taught him about craft, cost, and customers.
58:54ENModels Are Commodities. Perplexity's CEO Says the Index Is the MoatHost Nathan LabenzAravind Srinivas returns to Cognitive Revolution to explain how a 25-person search startup is building its own crawler, index, and models before the big platforms raise the drawbridge.
2:17:30ENGemini Became the Daily Driver. A GPT-5 Worthy of the Name Would Make Agents Work.Host Nathan LabenzZvi Mowshowitz returns to Cognitive Revolution to unpack Gemini 1.5, Sora, superalignment, sleeper agents, and the live-player map of frontier labs.
1:17:09ENGPT-4 as Teacher, GPT-3.5 as Student: A Nine-Tenths Cost Cut and an AI Bundle Nobody Will StartHost Nathan LabenzNathan Labenz reports that chain-of-thought traces from GPT-4 train a cheaper, faster 3.5, then argues for flooring the app accelerator, tapping the brake on GPT-5, and bundling a hundred AI tools for a hundred dollars.
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.
52:48ENOpenAI Cut Fine-Tuning 90 Percent, and Founders Crossed Llama 2 Off the ListHost Nathan LabenzNathan Labenz and Erik Torenberg walk through GPT-3.5 Turbo fine-tuning, why self-hosting still loses on total cost, and what is actually working in code, school, and medicine.
1:00:02EN98% of Users Froze on a Blank Page. Then Gamma Let AI Finish 90% of the DeckHost Nathan LabenzJon Noronha on building the anti-PowerPoint, coaxing models to write HTML, and why incumbents will let startups prove the pattern first.
1:23:40ENA $9 Tutor That Refuses to Give the AnswerHost Nathan LabenzHow Khan Academy spent five months of GPT-4 early access building Khanmigo, a Socratic tutor shipped on the model's launch day.
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.
1:45:46ENReplit's $10 AI Programmer Already Pays for Itself. The Ambition Is Bots Hiring BotsHost Nathan LabenzTyler Angert, Replit's first product designer, explains Ghostwriter, a virtual developer, and why the company calls itself the perfect substrate for AGI.
1:40:07ENThirty thousand voltage updates a second: inside Skydio’s autonomy stackHost Nathan LabenzHayk Martiros walks Nathan Labenz through a two-pound drone that sees in every direction, runs more than ten neural nets on board, and will not be weaponized.
1:47:05ENEdit Meaning, Not Tokens: Linus Lee on Latent-Space InterfacesHost Nathan LabenzThe Notion AI product lead walks Nathan Labenz through the interfaces, model autopsies, and agency questions behind his research prototypes.
1:30:29ENGPT-4 Wins Ten Times More Bill Fights: DoNotPay's Robot-Lawyer WarHost Nathan LabenzGPT-3 thanked Comcast for twenty dollars off. GPT-4 said that was not enough — and the robot lawyer called it an arms race.
1:28:43ENClinical Guidelines Are 11% Evidence. Curai’s Founder Still Wants GPT-4 in the Exam RoomHost Nathan LabenzNeal Khosla of Curai Health argues that large language models already match median U.S. physicians on today’s tests — and that the real work is scaffolding, supervision, and a doctor’s signature.
58:30ENHe Couldn't Convince Anyone to Compete with OpenAI. Two Years Later the Valley Is Full of Them.Host Nathan LabenzSarah Guo and Elad Gil walk Cognitive Revolution through Software 3.0, an 80/20 split with incumbents, and how to tell a fake waitlist from demand that cannot be faked.
1:20:55ENA Custom Voice Used to Cost $10,000. Ten Minutes of Audio Now Clones It.Host Nathan LabenzPlay.ht CEO Mahmoud Felfel tells Nathan Labenz how text-to-speech jumped from robotic cloud APIs to director-level voice generation — and why the company is racing to put brakes on abuse.
1:44:19ENTen People Versus Google’s $282 Billion Search MachineHost Nathan LabenzPerplexity founder Aravind Srinivas tells Nathan Labenz why citations, speed, and value per minute — not chat bubbles — are how a tiny team competes with Google.
1:21:44ENFrom Rowing to Steering: Inside OpenAI's Push Toward Persistent AI CoworkersHost Lenny RachitskyTara Seshan, who leads product for Codex and ChatGPT Work at OpenAI, explains how PM work changes when agents do the rowing and people do the steering.
1:26:22ENStart Small, Earn Autonomy: What 50+ AI Product Deployments Taught Two BuildersHost Lenny RachitskyAishwarya Naresh Reganti and Kiriti Badam explain why AI products need a different build process, and how to grow agent autonomy step by step without losing customer trust.
1:25:13ENCodex Is Not Just a Coding Tool: OpenAI's Plan for an Agent That Behaves Like a TeammateHost Lenny RachitskyCodex product lead Alexander Embiricos explains the 20x growth, why every useful agent may need to write code, and why human review speed is the real bottleneck.
1:15:29ENThe Zero-Day Marketing Exploits Behind Breakout StartupsHost Lenny RachitskyAlistair Croll explains how founders can find unfair distribution advantages by subverting platforms, norms, and regulations—without actually being evil.
1:08:29ENTaste, Authenticity and Small Pods: Instagram's Adam Mosseri on Building Products in an AI WorldHost Lenny RachitskyThe head of Instagram explains how Meta's product teams are shrinking, why human judgment and creator identity matter more as AI content grows, and what he learned from his biggest failures.
48:08ENDylan Field on Taste, Simplicity, and Designing Through the AI HypeHost Lenny RachitskyFigma's CEO explains how intuition, feedback, and relentless simplification shape products—and why craft matters more as AI generates more software.
1:37:29ENInside Palantir's Founder Factory: Forward-Deployed Engineers, Ontologies and Deliberately Off-Putting HiringHost Lenny RachitskyFormer Palantir engineer Nabeel Qureshi explains how a services-heavy company became a data-platform giant, and why it keeps producing founders and product leaders.
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