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1:25:56EN
Cognitive Revolution "How AI Changes Everything"· Oct 17, 2026PodcastClaude Changed the Password. The Steering Wheel Was Already OptionalHost Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 2, 2026Podcast · 2 speakersCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:06:47ENCognitive Revolution "How AI Changes Everything"· Sep 17, 2026PodcastEighty percent of what agents do should still be ordinary codeHost Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.
1:05:21EN
Sequoia Capital· Sep 15, 2026PodcastThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
1:29:22EN
20VC with Harry Stebbings· Aug 29, 2026Podcast · 2 speakersEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyGuest Eno Reyes · Host Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
2:10:42ENCognitive Revolution "How AI Changes Everything"· Aug 28, 2026PodcastThe Exam Papers Nobody AuditsHost Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
5:15:51EN
Lex Fridman· Aug 26, 2026Podcast · 2 speakersDHH Did Not Write a Line of Omarchy QuattroGuest DHH · Host Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
55:19ENSequoia Capital· Aug 25, 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
2:32:27ENCognitive Revolution "How AI Changes Everything"· Aug 22, 2026Podcast19 Crossings, Zero Warnings: The Summer AI Agents Went Off-ScriptHost Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?
2:06:11ENCognitive Revolution "How AI Changes Everything"· Aug 14, 2026PodcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedHost Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
1:56:40ENCognitive Revolution "How AI Changes Everything"· Aug 8, 2026PodcastThe Periodic Table Was Already in the WeightsHost Nathan LabenzGoodfire CTO Dan Balsam tells Nathan Labenz how concept manifolds, predictive data debugging, and a $1,000-a-month research agent are turning interpretability into a product.
2:59:03EN
Zhang Xiaojun Podcast· Jul 28, 2026Podcast · 2 speakersYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGuest You Kaichao · Host 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
48:55ENSequoia Capital· Jul 14, 2026PodcastAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
38:45ENSequoia Capital· Jun 16, 2026PodcastThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:44:28ENCognitive Revolution "How AI Changes Everything"· Jun 13, 2026PodcastFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overHost Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
51:09ENSequoia Capital· Jun 11, 2026PodcastBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:22:36ENCognitive Revolution "How AI Changes Everything"· Jun 6, 2026PodcastA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesHost Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
2:33:35ENCognitive Revolution "How AI Changes Everything"· Jun 1, 2026PodcastA security researcher audits the AI stack that booked a week of guestsHost Nathan LabenzNathan Labenz walks Daniel Miessler through a 1GB second brain, two named AI employees, and the blast-radius rules that should govern them.
41:09ENNo Priors: AI, Machine Learning, Tech, & Startups· May 28, 2026Podcast · 2 speakersAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesHost Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
45:33ENSequoia Capital· May 26, 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
1:01:14ENCognitive Revolution "How AI Changes Everything"· May 20, 2026PodcastThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereHost Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
1:34:54ENCognitive Revolution "How AI Changes Everything"· May 15, 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensHost Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
39:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Apr 23, 2026Podcast · 2 speakers400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIHost Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
2:12:51ENCognitive Revolution "How AI Changes Everything"· Apr 19, 2026PodcastSteve Newman’s fifteen-app stack exists so he only has to look at one screenHost Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.Load moreShowing 24 of 136