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2:09:42ENA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierHost Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
3:15:53ENThe Goal Is Pax Robotica, Not Winning the AI RaceHost Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
37:07ENArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:23:43ENHe 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.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGuest Anthony Kaldellis · Host Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:34:42ENA $500 Kernel, a Ten-Month Village, and the Temper of AgentsHost Nathan LabenzJames Zou, Sam Hammond, and Shoshannah Tekofsky on science agents, America's knowledge-work bet, and what models actually do when you leave them alone.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Host Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Host Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Guest David Kirtley · Host Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIHost Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
4:25:44ENThe Wehrmacht's Secret Ingredient Was MethamphetamineGuest Norman Ohler · Host Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
58:25ENA construction permit that took four months now takes three minutesHost Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
10:26:31ENThe War on Terror's Only Gift Was Better Luke Skywalker HandsGuest Scott Horton · Host Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.
2:04:27ENA 10% Chance of an AI-Enabled Coup in the Next 30 YearsHost Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGuest Keyu Jin · Host Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanHost Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringHost Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyHost Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseGuest Jack Weatherford · Host Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
4:05:15ENThey could not agree whether Iran was building a bomb. They still wanted the same next move.Host Lex FridmanAfter the Iran-Israel ceasefire, Scott Horton and Mark Dubowitz spend four hours on Lex Fridman arguing over enrichment math, a stolen archive, and whether bombing Fordo makes a weapon more likely or less.
3:24:36ENA tank man came home and could not stayGuest James Holland · Host Lex FridmanHistorian James Holland tells Lex Fridman why World War II was an ideological war of factories, letters, and logistics — and why Germany could not win it.
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