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1:36:39ENOpenAI’s $5 Million Bet: A 60-Person Team Wants GPT-4V to Give Cars Common SenseHost Nathan LabenzGhost Autonomy cofounder John Hayes tells Cognitive Revolution why a multimodal model on the driving path could reset self-driving after two decades of DARPA-era stacks.
1:25:11EN105 lines of code, a million impressions, and a VC who refused to found the companyHost Nathan LabenzBabyAGI creator Yohei Nakajima tells Nathan Labenz how a weekend prototype set off the agent wave — and why he went back to writing checks.
1:26:30ENMost of this data has never been in a database: Chroma's wartime CTO on RAGHost Nathan LabenzAnton Troynikov returns to The Cognitive Revolution to argue that retrieval quality is mostly the embedding, that Chroma should own the RAG loop, and that GPT still fails a basic Game of Life test of reasoning.
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.
1:32:41ENThere are maybe 5,000 people who can train frontier models. The rest need AI engineersHost Nathan LabenzSwyx of Latent Space tells Nathan Labenz how a new job is forming, why OpenAI will Sherlock its developers, and what still does not count as an agent.
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.
55:13ENTwo Days to a Prototype: How a16z Turned a Stanford Paper Into AI TownHost Nathan LabenzA companion named Alice, a weekend Phaser hack, and Martin Casado's argument that models will never replace formal languages.
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.
1:00:02EN98% 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.
1:39:53ENUnder 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.
1:03:40ENWho Banks the AI Wave: Startups or the Giants Already in Place?Host Nathan LabenzStability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin debate whether generative AI is a reshuffler for new companies or an extender for Meta, Google, and Hollywood.
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.
1:01:17ENThe $300 million Gates refused, and the $10 billion that went to OpenAIHost Nathan LabenzRobert Scoble and Ben Tossell talk with Nathan Labenz about AI scouting, Apple's still-sleeping neural engines, and whether incumbents or AI-first startups will win.
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.
1:25:46ENDon't Make the Tools Agentic: Flo Crivello on What Production Agents Actually NeedHost Nathan LabenzThe Lindy CEO tells Nathan Labenz that most working agents are intelligent workflows with human-designed control flow — and that scaffolding may still matter even if AGI arrives.
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.
1:26:20ENForty 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.
32:48ENA Hundred Million to Train, a Penny to InferHost Nathan LabenzIn a February 2023 roundtable, two founders argue on mic over whether AGI ends humanity — and who actually captures the value if it does not.
1:26:57ENNine Moats, a Cloud-Shaped Market, and Why OpenAI Is Not Optional YetHost Nathan LabenzNathan Labenz and Erik Torenberg pressure-test the leaked “no moats” memo and walk through where advantage actually lives in generative AI.
1:30:46ENSkip the Funnel of Doom: Cursor's Playbook for Hiring the Top 50Host Lenny RachitskyAdam Ward, Cursor's head of talent, explains how to scope, map and relentlessly pursue the best people instead of hiring whoever survives a recruiting funnel.
1:05:22ENBuild First, Optimize Later: Harrison Chase on LangChain, Evals, and the State-Machine Future of AgentsHost Jacob EffronHarrison Chase explains how LangChain grew from an orchestration layer into LangSmith and LangGraph, why evaluation datasets force product clarity, and why reliable agents look more like state machines than autonomous loops.
54:44ENLegal Tech's Step-Function Moment: Why Legora Bet on the Last 20%Host Jacob EffronLegora CEO Max explains the $550M Series D, AI-native legal work, foundation-model competition, and the culture required to keep moving fast.
1:09:31ENThe Staircase to an AI Tutor: Connor Wick on Speak, Moats, and Voice-First LearningHost Jacob EffronHow Speak's CEO is building a fluency product one model-capability step at a time, from specialized speech models to evals, pricing, and the future of education.
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