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1:56:40EN
Cognitive Revolution "How AI Changes Everything"· Aug 8, 2026PodcastThe Periodic Table Was Already in the WeightsHost Nathan LabenzGoodfire CTO Dan Balsam tells Nathan Labenz how concept manifolds, predictive data debugging, and a $1,000-a-month research agent are turning interpretability into a product.
1:30:48EN
20VC with Harry Stebbings· Aug 8, 2026Podcast · 2 speakersDavid Frankel on Seed Investing, AI Winners and the Value of PatienceGuest David Frankel · Host Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC with Harry Stebbings· Aug 6, 2026Podcast · 4 speakers20VC on AI Security, Software Deals and the Economics of ComputeGuest Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
39:30EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 6, 2026Podcast · 2 speakersThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextHost Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
2:57:10ENCognitive Revolution "How AI Changes Everything"· Aug 5, 2026PodcastThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your PoisonHost Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.
47:22EN
Sequoia Capital· Aug 4, 2026PodcastFrom One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.
1:09:26EN20VC with Harry Stebbings· Aug 3, 2026Podcast · 2 speakersAnastasios Angelopoulos on Arena, Open Models and AI EvaluationGuest Anastasios Angelopoulos · Host Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
2:16:29ENCognitive Revolution "How AI Changes Everything"· Aug 2, 2026PodcastFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyHost Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:05:02EN20VC with Harry Stebbings· Aug 1, 2026Podcast · 2 speakersJoon Sung Park on Simulating Human Behavior and Building SimileGuest Joon Sung Park · Host Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
34:30ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2026Podcast · 2 speakersNetic's Agents Answer the Phone When the Heat BreaksHost Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:04:14EN
Unsupervised Learning: With Jacob Effron· Jul 31, 2026PodcastThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseHost Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:43:45ENCognitive Revolution "How AI Changes Everything"· Jul 30, 2026PodcastA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinHost Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
1:20:22EN20VC with Harry Stebbings· Jul 30, 2026Podcast · 3 speakers20VC Roundtable on Open Weights, AI Spending and Software InvestingGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
49:12ENSequoia Capital· Jul 29, 2026PodcastThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
2:59:03EN
Zhang Xiaojun Podcast· Jul 28, 2026Podcast · 2 speakersYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGuest You Kaichao · Host 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
3:46:18EN
Lex Fridman· Jul 28, 2026Podcast · 2 speakersIf You Take Slavery Out of the Picture, There Is No Civil WarGuest Gary Gallagher · Host Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.
2:23:43ENCognitive Revolution "How AI Changes Everything"· Jul 27, 2026PodcastHe Bought an Android, Two SIMs, and Left Claude Watching His InboxHost Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:06:45EN20VC with Harry Stebbings· Jul 27, 2026Podcast · 2 speakersMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGuest Matt Murphy · Host Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42EN20VC with Harry Stebbings· Jul 25, 2026Podcast · 2 speakersMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationGuest Osvald Nitski · Host Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
52:29ENClaude Opus 5: Benchmarks, Cost per Task, and Early ImpressionsMatthew Berman · Forward FutureMatthew Berman reacts to the model launch, examines reported benchmark and pricing data, and explains why the cost of completing a task matters more than token price alone.
49:20ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 23, 2026Podcast · 2 speakersHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Host Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
1:27:39EN20VC with Harry Stebbings· Jul 23, 2026Podcast · 3 speakers20VC Roundtable on Open Models, AI Economics and Payments DealsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
51:31ENSequoia Capital· Jul 21, 2026PodcastThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
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