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1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearHost Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Host Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
2:02:51ENAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIHost Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Host Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
1:28:01ENThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarHost Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallHost Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:37:40ENChina, Japan, and Korea fought only one war in six centuriesHost Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonHost Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
3:01:30ENTechnology Opens the Door. Competition Pushes Us Through.Host Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.
1:30:57ENAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech TightropeHost Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:08:51ENChip Controls Are Meant to Buy Ten Years, Not Win the AI RaceHost Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsHost Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
57:11ENA Million Tokens Cannot Write a Good JokeHost Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xHost Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:07:32ENo1 Is a New Generation — and the Day AGI Arrives Will Feel BoringHost Jacob EffronOpenAI’s former chief research officer Bob McGrew on why o1 is a 100x leap, why agents stall on reliability, and why AGI may land as office tedium rather than a single dramatic moment.
1:29:00EN14,000 people applied. Thirty-three got in. The jobs are at Homeland Security.Host Nathan LabenzMichael Boyce, director of the DHS AI Corps, tells Nathan Labenz how the largest civilian AI team in the U.S. government is being built — and what it is already shipping.
2:40:58ENZvi Mowshowitz Still Puts P(doom) at 60%—and Says Not Updating Is Self-DeceptionHost Nathan LabenzA six-month recap with the Don't Worry About the Vase author covering Ilya’s SSI, OpenAI’s o1, Claude’s computer use, the SB 1047 veto, and Trump’s return.
1:15:17ENAn AI Arms Race Is Not Physics. It Is a Choice.Host Nathan LabenzNathan Labenz argues with Trump’s former NSC cyber director over China, chips, and whether words can stop a militarized AI race.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkHost Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
1:23:57ENA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RaceHost Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.
1:40:13ENIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Host Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.
2:04:15ENA parrot cannot paraphrase — and Claude cannot be talked into harmHost Nathan LabenzRobert Wright of the Nonzero podcast interviews Nathan Labenz on whether large language models understand anything, what Anthropic’s 10 million features actually show, and why open weights collide with U.S.–China policy.
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