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1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersGuest Matt Clifford · Host Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:48:41ENAGI Has Been a Moving Goalpost for Seventy YearsHost Nathan Labenza16z’s Martin Casado and host Nathan Labenz spend two hours arguing whether today’s models will become general knowledge workers, and whether that debate should drive AI regulation.
1:09:08ENAndrew Bialecki on Klaviyo’s Bootstrapping, Shopify Partnership and IPOGuest Andrew Bialecki · Host Harry StebbingsThe Klaviyo CEO discusses early product iteration, customer economics, public markets and his hopes for AI.
1:02:17ENMichael Eisenberg on AI Investing, Liquidity and Venture DisciplineGuest Michael Eisenberg · Host Harry StebbingsThe Aleph investor discusses AI business models, national security, venture exits and the risks of mistaking a technology boom for durable returns.
1:45:11ENAI already beats doctors at empathy. Catastrophe is still not the defaultHost Nathan LabenzNathan Labenz tells Sarah Hastings Woodhouse why he is an adoption accelerationist and a hyperscaling pauser, and lists eight reasons he will not join the hardcore doomers.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathHost Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
1:06:04ENAlexandr Wang on AI Data, Model Development and Building ScaleGuest Alexandr Wang · Host Harry StebbingsScale’s founder discusses his data-bottleneck thesis, enterprise adoption, AI security and the challenges of growing a team.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactGuest Reid Hoffman · Host Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
1:03:12ENAravind Srinivas on Reasoning, Model Economics and Building PerplexityGuest Aravind Srinivas · Host Harry StebbingsThe Perplexity co-founder discusses AI scaling, foundation-model competition, advertising and the challenges of building a search product.
31:04ENThe Risk Is Not China Copying. It Is America Refusing to Use the ToolsHost Nathan LabenzAt the 2024 Hill & Valley Forum, Alex Wang, Jack Clark, and Andrew Ng tell Senator Cory Booker that Chinese labs are inventing, open-source models are already strong, and the Pentagon’s real AI failure is under-adoption.
1:01:55ENA $9 AI nurse, an 86 on the medical boards, and a 10% extinction lineHost Nathan LabenzNathan Labenz’s solo scouting report walks from medical state of the art through how models actually learn, then to live players, scaling trends, and a control plan that still does not exist.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomHost Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
58:28ENFrom Jailbreaking ChatGPT to Anthropic’s First Prompt Engineer: How Alex Albert Ships Claude 3Host Nathan LabenzA year after building jailbreakchat.com, Alex Albert walks Nathan Labenz through Claude 3’s writing, orchestration, character work, and the guardrails app developers still skip.
56:35ENThey Asked for a Fraction of the 20 Percent and Still Got NoHost Nathan LabenzZvi Mowshowitz and Nathan Labenz unpack Jan Leike’s resignation, OpenAI’s broken compute pledge, and what a safety culture looks like when the money does not follow the mission.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
1:17:51ENTom Hulme on Angel Returns, Venture Discipline and AI InvestingGuest Tom Hulme · Host Harry StebbingsThe GV managing partner separates cash and paper returns, reflects on investment mistakes and explains his view of AI competition.
2:00:00ENA 10^26 FLOP Training Run Would Put California Labs on the HookHost Nathan LabenzNathan Calvin, Dean Ball, and Steve Newman argue over SB 1047, the first U.S. statute aimed at frontier-model tail risk.
1:05:52ENInfinite AI Interns Are Already on the JobHost Nathan LabenzNathan Labenz tells computer-science students how to stand out when models are beating doctors on routine work and firms are hiring fewer juniors.
21:48ENVinod Khosla’s 12 Predictions for Technology and AbundanceMatthew Berman · Forward FutureMatthew Berman responds to a venture capitalist’s vision for 2035–2049, from AI expertise and robots to transportation, energy and climate technology.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGuest Sam Altman, Brad Lightcap · Host Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
34:20ENGoogle’s 2024 Vertex AI Agent Builder: A First Look at Agents, Workspace and Code AssistMatthew Berman, Thomas Kurian, Ola Källenius, Amanda Lewis, Gabe Weiss · Forward FutureMatthew Berman reviews Google Cloud Next announcements, tests a weather agent and weighs customer-service demos against his expectations for autonomous tools.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Host Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
1:37:52ENChina Has 17 Million Chatbot Users and No OpenAIHost Nathan LabenzA Beijing-based watcher walks through China's LLM players, products, regulation, and the delayed bill from the U.S. chip ban.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIGuest Bastian Lehmann · Host Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
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