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56:00ENJoe Liemandt on Alpha School, AI, and Redesigning the School DayGuest Joe Liemandt · Host Erik Torenberg, Gagan BiyaniAlpha School's principal discusses two-hour academics, motivation, life skills, and how AI could change what students build.
1:46:40ENInside Anthropic’s Agent Infrastructure and Product EngineeringGuest Katelyn Lesse, Angela Jiang · Host swyxKatelyn Lesse and Angela Jiang discuss managed agents, evaluations and sandbox design.
34:21ENMatthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
36:07ENTheo on Token Costs, Coding Agents, and the Price of AI CapabilityTheo Browne · Ping LabsA viral estimate of Lauren's AI spending prompts a closer look at cache pricing, benchmarks, and the changing work of coding agents.
1:11:27ENCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapGuest Cliff Sosin · Host Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
16:38ENAiden Sochowski: Securing 300 Agents in a 60-Person CompanyAiden Sochowski · RunlayerRunlayer’s founding engineer explains what session monitoring revealed about agent permissions, prompt injection, tool errors and runaway cost.
55:06ENAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
1:19:47ENScott Kirby on United’s Fleet Bet, Starlink and Airline EconomicsGuest Scott Kirby · Host John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.
1:07ENGeorge Kurtz on How AI May Change CyberattacksGuest George KurtzThe CrowdStrike CEO describes his assessment of evolving threats.
42:06ENDario and Daniela Amodei on Building Anthropic, AI Safety, and Human MeaningGuest Dario Amodei, Daniela Amodei · Host Walter IsaacsonThe Anthropic co-founders discuss the roots of their partnership, the challenge of keeping AI systems honest, and the choices facing a world of more capable models.
29:40ENHow Reddit Proto Connects Design, Live Data and Production CodeGuest Blair Metcalf · Host Claire VoBlair Metcalf demonstrates Reddit’s internal prototyping harness and its design-system mapping for Figma and Cursor.
16:34ENIan Quigley on Testing Scientific Agents in Premeasured WorldsGuest Ian QuigleyLeash Bio’s Minos environments replay physical measurements so agents can explore medicinal chemistry decisions at scale.
15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
56:01ENXander Song on Evaluating Agents with Harbor and PhoenixXander Song · Arize AIArize AI engineer Xander Song explains how Harbor runs realistic agent tasks in isolated sandboxes, and how his team uses Phoenix to compare prompt changes, inspect trajectories, and test a SQL tool.
22:33ENWilliam Schor: From Unit Tests to Synthetic Canaries at NetflixWilliam Schor · NetflixHow generated workloads and production-like infrastructure help test a distributed key-value service.
18:55ENJeff Maurone on Citadel Securities’ Market Analytics and TechnologyThe technology COO describes tools for market positioning, credit spreads and client questions, and the research infrastructure behind them.
1:05:44ENMarvin Schwaibold on AI-Powered Design, Interactive Prototypes and Better WebsitesAaron Epstein, Marvin Schwaibold · Y CombinatorShopify’s product design studio lead shows how he uses AI to build and refine interactions, then reviews six websites with Aaron Epstein.
3:34:27ENAI, Mathematics, and the Meaning of a ProofGuest Steven Brunton, Ankur Moitra, Alex Kontorovich · Host Lex FridmanLex Fridman and three mathematicians discuss recent AI-generated research, hard open problems and what human understanding contributes.
19:43ENJack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
53:04ENFuad Ali: Building a Feedback Loop to Improve AI AgentsFuad Ali · Arize AIAn Arize workshop connects traces, failure datasets, evaluations, proposed fixes and experiments while keeping human judgment in the loop.
20:55ENJesse Hall: Build Voice Agents for Conversations, Not LeaderboardsJesse Hall · LiveKitLiveKit’s Jesse Hall explains how to evaluate voice agents as real-time systems: understand callers, handle interruptions, keep talking while tools run, and measure the delay people actually hear.
45:34ENHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipGuest Henry M. Paulson, Jr. · Host Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
30:37ENTheo’s Three Skills for Reviewing and Shipping with Coding AgentsTheo Browne · Ping LabsHow sol-loop, full-send and full-stop encode review, verification and different levels of merge authority.
18:27ENDaksh Gupta on Building a Better AI Code Review AgentDaksh Gupta · GreptileGreptile co-founder Daksh Gupta explains why a webhook plus a coding agent is not enough for reliable pull-request review—and how targeted prompts, incident data, model inversion, codebase context, browser testing, and task-specific model routing can help.
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