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1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedHost Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
2:50:40ENThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Host Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
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.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoHost Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Guest Rick Beato · Host Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceHost Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
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.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIGuest Demis Hassabis · Host Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
59:38ENElevenLabs Was Supposed to Be RoadkillCo-founder Mati Staniszewski on dirty audio data, prosumer virality, and why voice should become the default interface for technology.
53:51ENVeo 3 Took First Place by Beating Veo 2. Google Labs Says Chapter Two Just StartedThree Google Labs leads walk through generative cameras, background computer-use agents, and notebooks that adapt knowledge for an audience of one.
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.
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.
2:27:59ENA 10-to-90% P(doom) Host Gets Asked If His Show Sounds Like ItHost Nathan LabenzNathan Labenz and Liron Shapira sit on the same side of the table and test a week of AI news against the question of how likely extinction actually is.
51:16ENGoogle Labs Pops Champagne at 10,000 Weekly UsersJosh Woodward on fifty-day sprints, fading paragraph prompts, and why a number Search would never notice is the point of an AI incubator.
46:35ENThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.
32:07ENA 10-Person Team, One Click, and Two Years of Fake DeadlinesNotebookLM’s product and design leads explain how a source-grounded research tool became a viral two-host podcast generator—and what they refuse to add next.
54:45ENA Few Megabytes of Doom and a Few Gigabytes of Model: Why Runway Bets on GeneralizationHost Nathan LabenzCTO Anastasis Germanidis tells The Cognitive Revolution why video is a fuller record of the world than text, why physics shows up without being programmed in, and how a small lab competes with unlimited compute.
46:47ENEditing Video Like a Document: How Descript Puts AI in the Copilot SeatHost Nathan LabenzDescript CEO Andrew Mason on Underlord, why the timeline had to die, and what a ten-times-more-expensive editor would look like.
1:03:22ENA 40-person team at $35 million ARR: HeyGen made AI avatars a business, not a demoHost Nathan LabenzJoshua Xu and Benchmark’s Victor Lazarte tell Nathan Labenz how a camera-replacement product grew past 40,000 business customers — and why half the faces on this episode are fake.
35:24ENScott Belsky: Models Are Commoditizing. Controls, Data, and Taste Are the MoatHost Jacob EffronAdobe’s chief product officer tells Unsupervised Learning why Project Neo leaking into Firefly, a three-second Premiere extend, and Superhuman-priced software all point to the same shift.
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