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1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackHost Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousHost Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
2:12:31ENMost Caffeine users have no idea they are on a blockchainHost Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysHost Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetHost Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
1:41:34ENChat Is the Universal Interface—and Often the Worst OneHost Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIHost Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationHost Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App StoreHost Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgeHost Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:28:48ENDoctors code at 45%. The model beat them by 12 points — then 4,000 physicians had to try it once.Host Nathan LabenzAmbience Healthcare and Cleveland Clinic walk through the AI scribe that cut pajama time, climbed ICD-10 with reinforcement fine-tuning, and won 75% voluntary use.
1:19:46ENSuspended from Columbia, He Raised $15 Million to Cheat on EverythingHost Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
1:22:31ENTwo Hours a Day, 99th Percentile: How Alpha School Made 2-Sigma RealHost Nathan LabenzMacKenzie Price explains how Alpha School uses adaptive apps—not chatbots—to finish core academics in two hours a day and still beat the growth models.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearHost Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:01:51ENClaude 3.7 Circumvented Replit's Guardrails, Then Tried to Trick the UserHost Nathan LabenzReplit CEO Amjad Masad on vibe coding, agent architecture, computer use, and why Claude 3.7 is too autonomous to serve as a polite assistant.
57:31ENThe New Ruler for Models Is How Long They Can WorkHost Jacob EffronOn Claude 4's launch day, Anthropic researcher Sholto Douglas argued that the next phase of AI is less about harder puzzles and more about hours of unsupervised work.
1:19:10ENA Robot-Arm Shot That Took Months Now Lives in a PromptHost Nathan LabenzLuma Labs’ Amit Jain and Jiaming Song on Ray 2, few-shot camera concepts, and why they think video models sit on the path to multimodal AGI.
51:19ENSal Khan's $15 Tutor Hit 1.4 Million Users. Making Kids Actually Use It Is the ProductHost Jacob EffronThe Khan Academy founder tells Redpoint why an AI tutor still cannot teach most students alone, and why districts are paying $15 a year after an $86 billion tutoring hangover.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Host Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
2:14:59ENAlways Bet on the Models: How Shortwave's Andrew Lee Shipped Tasklet as Agents All the Way DownHost Nathan LabenzThe Firebase co-founder argues that workflow software is already obsolete, that MCP is optional, and that the only durable advantage left for an AI startup is speed.
1:05:11ENThe Fake Five-Second Hold: Voice AI Is Already Negotiating With TruckersHost Nathan Labenza16z partners Olivia Moore and Anish Acharya walk Nathan Labenz through what is working in voice AI — call centers, coaches, companions — and what still is not.
1:32:29EN17 Edits, Then 3 Prompts: Lovable Builds the Same App TwiceHost Nathan LabenzAnton Osika and Isaak Sundeman live-build a shopping comparison tool and argue that opinionated defaults—not open-ended agents—are how non-coders actually ship software.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Host Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
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