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1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointHost Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
47:43ENMaking GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr, Sylvain Gugger · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGuest Everett Randle · Host Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIHost Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeHost Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of VentureGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
2:27:18ENTurn Down AI's Deception Knob, and It Starts Reporting ExperienceHost Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIGuest Joelle Pineau · Host Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationHost Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
2:45:26ENDan Houser on Fake Worlds You Want to Live InGuest Dan Houser · Host Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorHost Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
55:03ENNeil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledHost Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32ENMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGuest David Cahn · Host Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Host Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareHost Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
44:10ENOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
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