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40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Host Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstHost Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsHost Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.








