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30:09ENTheo on Managing GPT-5.6 Sol Usage and Agent WorkTheo Browne · Ping LabsA practical review of reasoning effort, long runs, delegation and stopping points, grounded in the limits and products available in July 2026.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGuest Avishai Abrahami · Host Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
2:23:38ENDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment TargetHost Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.
36:00ENGPT-5.6 Reviewed: Strengths, Costs, and Coding-Agent TradeoffsTheo Browne · Ping LabsTheo Browne assesses Sol, Terra and Luna through benchmark results and hands-on coding experience.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkGuest Arvind Jain · Host Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token OneHost Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
1:02:09ENJon Steinback on Marker, AI and the Thinking Behind WritingGuest Jon Steinback · Host Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberHost Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyGuest Mike Mignano · Host Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
43:15ENTheo’s Fable 5 Workflow: Model Routing, PR Review, and VerificationTheo Browne · Ping LabsA practical walkthrough of delegating tasks across models and turning a stalled backlog into reviewed work, with cost and deployment boundaries.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGuest Clay Bavor · Host Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipHost Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
38:05ENWhy Theo Moved His Agent Work to Linux MachinesTheoLong-running coding agents, laptop CPU load and slow small-file operations led Theo to build a networked fleet. He demonstrates SSH, a hardware KVM and T3 Code for remote work.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreHost Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
31:30ENWhy Some AI Models Use Fewer Tokens to Solve a TaskTheoTheo explains input, output, caching and reasoning tokens, then explores a hypothesis about terse internal reasoning.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGuest Anthony Kaldellis · Host Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
30:08ENGPT-5.6’s Limited Preview: Benchmarks, Agent Risks and AccessTheoTheo reviews the launch-era announcement, published evaluations and reported agent incidents, while questioning the balance between safety and broad access.
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