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1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsHost Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
1:55:02ENAn Index Fund on AGI: How MATS Filters the Next 120 AI Safety ResearchersHost Nathan LabenzRyan Kidd, co-executive director of MATS, tells Nathan Labenz why he will not shout a timeline, why every safety technique is also a capabilities technique, and who actually gets hired.
1:18:40ENWhen AI Becomes the Oil Well: Luke Drago on the Intelligence CurseHost Nathan LabenzThe Workshop Labs co-founder tells the FLI Podcast why a world of non-human production could recreate the resource curse — and how private data, open weights, and moonshot careers might still break it.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Host Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasHost Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Host Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetHost Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
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.
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.
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.
1:39:05ENThe 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.
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.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIHost Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:53:50ENA curriculum rewrite takes five years. AI does not wait.Host Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.Host Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Host Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathHost Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
58:25ENA construction permit that took four months now takes three minutesHost Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
1:44:35ENJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'Host Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgeHost Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGuest Keyu Jin · Host Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
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