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1:09:31ENThe Staircase to an AI Tutor: Connor Wick on Speak, Moats, and Voice-First LearningHost Jacob EffronHow Speak's CEO is building a fluency product one model-capability step at a time, from specialized speech models to evals, pricing, and the future of education.
1:11:06ENReplit's Amjad Masad on Building Your Own Model, Latency, and the Next Billion Software CreatorsHost Jacob EffronThe Replit founder explains why AI should be native to the product, why he trained a small in-house model, and why he thinks software engineering is about to split in two.
53:02ENAdobe's Firefly Bet: A Billion Beta Images, Creative Control, and Trust at ScaleHost Jacob EffronAdobe's Alexandre explains how Firefly moved from research to product, how Adobe balances creative control with generative speed, and why trust and feedback loops are central to its AI strategy.
1:03:24ENWhy Sora Bet on People, Not Just PixelsHost Jacob EffronThe Sora team explains how a video model became a social creation network, what cameos revealed about human creativity, and why the next frontier is world simulation.
51:30ENLess Email, Better Thinking: Grammarly’s CEO on AI That Augments CommunicationHost Jacob EffronGrammarly CEO Rahul explains how the company is moving from grammar checks to end-to-end communication assistance—and why evals, user data, and measurable outcomes matter.
1:04:25ENInside GitHub's Copilot Bet: Agents, Open Source, and Why the Developer Job EnduresHost Jacob EffronGitHub CEO Thomas explains how Copilot went from a research bet to 1.3 million developers, and what agents, fine-tuning and a multi-model world mean for the next five years of software.
57:08ENShipping Finn: Intercom's Product Playbook for the ChatGPT EraHost Jacob EffronDes Traynor explains how Intercom pivoted to AI, shipped Finn, built guardrails, and turned customer support into a product lab for LLMs.
1:10:19ENThe Robot That Folded the Laundry: Physical Intelligence’s Three FrontiersHost Jacob EffronKarol Hausman and Danny Driess explain how robot foundation models moved from coded primitives to web-scale pretraining, and why performance is now the hard gate.
1:11:47ENThe Three-Hour Battlefield: Rahul Vohra on Why Email Survives and Agents Will Inherit the InboxHost Jacob EffronSuperhuman's CEO explains how AI features are designed, why email addresses remain company infrastructure, and how agents may federate across the tools professionals live in.
40:00ENThe Winds of Change: How Mistral Plans to Win the Open-Model EraHost Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.
1:12:15ENThe Open-Model Vibe Check: China, Containment, and the Data MoatHost Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.
1:00:10ENThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabHost Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
1:09:00ENThe Meeting Is the Moat: Fireflies.ai’s Path to 16 Million UsersHost Jacob EffronKrish Ramani explains how Fireflies.ai turned AI note-taking into a meeting chief of staff, why he avoids fine-tuning, and how a startup competes with Microsoft, Zoom, and Google.
58:19ENRunway's Chris Valenzuela on Why Taste Beats Tools in Generative MediaHost Jacob EffronChris Valenzuela, CEO of Runway, explains why generative media is still early, how taste and iteration shape the work, and what has to change before AI media becomes a new art form.
1:36:57ENDo the Dumb Thing First: A CTO's Playbook for Building an AI Coding AssistantHost Jacob EffronSourcegraph CTO Beyang Liu on which AI coding features actually earn daily use, how new models get shipped and evaluated, and why retrieval is still a search problem.
1:04:35ENOscar Health's AI Playbook: Translate the Bureaucracy First, Then Reinvent CareHost Jacob EffronMario, Oscar Health's CTO and co-founder, explains how a regulated insurer deploys LLMs today and what stands between healthcare and AI doctors.
45:46ENGiving AI a Nervous System: Voice, Touch, and the Post-Keyboard InterfaceHost Jacob EffronLiveKit's Russ explains how voice AI, multimodal chat, cloud browsers, and on-device models are reshaping how humans work with machines.
54:05ENServal's Jake Stout on Outbuilding ServiceNow: Mirror the System of Record, Bet on Code, and Ship Before the Incumbent Can Book a MeetingHost Jacob EffronHow an AI-native employee-support startup attacks a legacy ITSM incumbent with velocity, code-generated workflows and a permissions-first architecture.
57:25ENFrom RAG to Reasoning: Why the Future of AI Is a System, Not a ModelHost Jacob EffronDouwe Kiela explains what OpenAI's o1 reveals about test-time compute, why enterprise AI must be specialized, and where post-training and evaluations are heading.
50:23ENOpenAI’s Platform Bet: Where AI Value Accrues, Why Open Source Trails, and When Superintelligence ArrivesHost Jacob EffronPeter Welinder explains OpenAI’s platform strategy, the case for proprietary frontier models over open source, the enterprise hallucination problem, and his speculative timeline for AGI and superintelligence.
51:55ENThe Search Engine Under AI Apps: Why Bigger Context Windows Aren't EnoughHost Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.
44:53ENLegora's CEO on Building Legal AI That Survives the Next Model ReleaseHost Jacob EffronMax explains how Legora turns fast-moving model capabilities into end-to-end legal work, enterprise adoption, and a durable product strategy.
51:45ENCameras Optional: HeyGen's Joshua Xu on Avatars, Orchestration and Building Ahead of the ModelsHost Jacob EffronHeyGen co-founder and CEO Joshua Xu explains how AI avatars are replacing the camera for business video, and how the company handles quality, trust and safety, and capital.
46:48ENSnowflake's AI Stack: Small Models, the Text-to-SQL Iceberg, and Why Governance Comes FirstHost Jacob EffronSnowflake head of AI Baris Gekken explains how Arctic and Cortex were built, where enterprise AI actually works today, and why precision, governance and evaluation matter more than raw model capability.
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