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42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
55:29ENBuilding a CrewAI Newsletter Team: Scraping, Summarizing and DebuggingMatthew Berman, Joe · Forward FutureMatthew Berman builds a two-agent newsletter prototype, works through input and scraping errors, and shows what still needs to be fixed.
46:36ENAfter a decade of code search, Sourcegraph’s CTO says the coding-AI fight is outside the modelHost Sarah Guo, Elad GilBeyang Liu on Cody, why keyword search still does most of RAG, and why CS fundamentals get more valuable as AI compresses the middleware.
32:48ENFourteen People, $200 Million of Compute, and the Reliability Bottleneck for AgentsHost Sarah Guo, Elad GilImbue co-founders Kanjun Qiu and Josh Albrecht on why agents fail, why language models cannot learn general algorithms, and why they are spending a giant round on GPUs rather than headcount.
39:45ENPalantir's 13th Employee: The Model Is a Stochastic Genie. Ontology Is the Stake That Tethers ItHost Sarah Guo, Elad GilCTO Shyam Sankar on 550 microservices, air-gapped submarines, and why Palantir's ontology is what large language models were waiting for.
1:30:52ENBuilding Minds from Unified Theories: Nate Derbinsky on Cognitive Architectures, Soar, and the Case for ForgettingGuest MIT AGI · Host Lex FridmanA guest lecture in MIT's AGI course on how cognitive architectures try to assemble human-level intelligence, and how studying human memory made the Soar architecture faster and better.
1:26:42ENInside Block's AI-Native Bet: Goose, Functional Orgs and Throwing Code AwayGuest Dhanji R. Prasanna · Host Lenny RachitskyBlock CTO Dhanji Prasanna explains how a reorg, an open-source agent and a learning-first culture made the company unusually AI-forward.
57:11ENFrom Artifact to Organism: Microsoft's Asha Sharma on Products That Learn and an Agentic SocietyGuest Asha Sharma · Host Lenny RachitskyMicrosoft's AI platform product chief explains why products are becoming living systems tuned by post-training, why interfaces are shifting toward code and composability, and how agents may reshape the org chart.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsHost Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.







