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2:25:10ENFine-Tuning Isn't Dead — But It Turned a Helpful Model EvilHost Nathan LabenzNathan Labenz on why prompting replaced fine-tuning for most work, what emergent misalignment actually showed, and how he is thinking about jobs, UBI, and AGI.
1:23:12ENVenture Returns, OpenAI Litigation and the Economics of AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
39:47ENThe Context at Step 14 Isn't in the CodeLangChain cofounder Harrison Chase on why long-horizon agents finally work—and why traces, harnesses, and first-draft workflows matter more than scaffolding.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsGuest Winston Weinberg · Host Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
2:29:42ENTwelve hooks and thirty files: Daniel Miessler’s personal OS on Claude CodeHost Nathan LabenzThe PAI framework treats scaffolding, not the model, as the product — a goal-centered agent stack that Miessler thinks will decide both knowledge-work automation and the next cybersecurity race.
1:30:52ENAI Financing, Venture Scale and the Risks Behind Growth ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data UsableHost Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
3:06:19ENThey Call Themselves Brothers: First Contact in the AmazonGuest Paul Rosolie · Host Lex FridmanPaul Rosolie tells Lex Fridman about a historic encounter with an uncontacted Amazon clan, a narco war on his river, and the race to buy the last wild corridor.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesGuest Alex Rampell · Host Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:54:30ENFrom One in Ten Cancer Cells to One in a MillionHost Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.
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.
1:27:29ENAI Chip Deals, Founder Exits and the Future of WorkGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:01:38EN13-Hour Coffee and 2x Throughput: Physical Intelligence Crosses the Deployment LineKarol Hausman and Tobi Springenberg tell Sequoia’s Training Data how a general robot brain, plus real-world RL, turned coffee, laundry, and chocolate boxes into jobs that actually run.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGuest Alan Chang · Host Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
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.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksGuest Matt Fitzpatrick · Host Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
3:52:17ENSome Infinities Are Larger Than OthersHost Lex FridmanJoel David Hamkins walks Lex Fridman from Hilbert's Hotel through Gödel, the continuum hypothesis, and a set-theoretic multiverse where truth is not the same as proof.
1:18:15ENIf AI Becomes a Being, Steering It Is SlaveryHost Nathan LabenzEmmett Shear and DeepMind's Séb Krier clash over whether alignment means controlling a tool or raising a creature that cares.
1:41:34ENThey Owned the Camera Partition—and Still Couldn't Crash the HelicopterHost Nathan LabenzKathleen Fisher and Byron Cook tell Nathan Labenz how formal methods turn some software bugs into closed cases, from a DARPA helicopter to AWS policies checked a billion times a second.
1:12:54ENInvestors’ 2026 Predictions: AI, Software Valuations and EmploymentGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
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.
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