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3:17:35EN
Cognitive Revolution "How AI Changes Everything"· Aug 13, 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanHost Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:14:05ENCognitive Revolution "How AI Changes Everything"· Aug 9, 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringHost Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
45:17EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 7, 2025Podcast · 2 speakersA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENCognitive Revolution "How AI Changes Everything"· Aug 6, 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyHost Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENCognitive Revolution "How AI Changes Everything"· Aug 2, 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToHost Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
2:28:14EN
Lex Fridman· Jul 23, 2025Podcast · 2 speakersNature Has Structure: Demis Hassabis on Learnable Reality and AGIGuest Demis Hassabis · Host Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
1:28:48ENCognitive Revolution "How AI Changes Everything"· Jul 10, 2025PodcastDoctors code at 45%. The model beat them by 12 points — then 4,000 physicians had to try it once.Host Nathan LabenzAmbience Healthcare and Cleveland Clinic walk through the AI scribe that cut pajama time, climbed ICD-10 with reinforcement fine-tuning, and won 75% voluntary use.
44:44ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 10, 2025Podcast · 2 speakers$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
45:21ENNo Priors: AI, Machine Learning, Tech, & Startups· Jun 17, 2025Podcast · 2 speakersApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:24:27ENCognitive Revolution "How AI Changes Everything"· Jun 12, 2025Podcast500 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.
1:00:48ENCognitive Revolution "How AI Changes Everything"· Jun 9, 2025PodcastThe 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.
2:12:04ENLex Fridman· Jun 5, 2025Podcast · 2 speakersFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthGuest Sundar Pichai · Host Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· May 29, 2025Podcast · 2 speakersThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
42:05EN
Sequoia Capital· May 20, 2025PodcastAI Can Prep the Meeting in 30 Seconds. It Still Can't Sign the Contract.Gong founder Amit Bendov on why sales AI will eat admin work, not the close, and why CRM is not going anywhere.
47:49ENSequoia Capital· May 6, 2025PodcastWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
4:25:19ENLex Fridman· Apr 30, 2025Podcast · 2 speakersA shareware text editor, a 30-hour binge, and a five-year war with AppleGuest Tim Sweeney · Host Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
55:40ENSequoia Capital· Apr 29, 2025PodcastTo Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
45:30ENSequoia Capital· Apr 22, 2025PodcastA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 17, 2025Podcast · 2 speakersDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositHost Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
51:08EN
Unsupervised Learning: With Jacob Effron· Apr 15, 2025PodcastThe 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.
41:52ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 10, 2025Podcast · 2 speakersMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Host Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
43:51ENUnsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $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.
27:45ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 3, 2025Podcast · 2 speakersNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.Load moreShowing 24 of 389