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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.
2:06:16ZH → EnglishTan Jie: Data Is the Bottleneck for General-Purpose Robot Intelligence, and a General Form Will Take TimeGuest 谭捷 · Host 张小珺Tan Jie, a robotics research scientist at Google DeepMind, looks back on his path from computer graphics to robotics, from reinforcement learning to Gemini Robotics. He argues that robot foundation models have not yet become an independent discipline, and that data scale and coverage, cross-embodiment transfer, real-time reasoning, and safety remain key to real-world applications.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Host Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
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.
1:19:50ENIt's 1997 for AI: Benedict Evans on Why It's a Huge Deal, but Only as Big as the InternetHost Lenny RachitskyAnalyst Benedict Evans explains why he thinks AI is as big as the internet or mobile and no bigger, and what that means for jobs, model companies, distribution and the backlash.
1:48:13ENRobotics Hits Its GPT-3.5 Moment: Inside Gemini Robotics, From Embodied Reasoning to OrigamiHost Nathan LabenzGoogle DeepMind researchers Keerthana Gopalakrishnan and Ted Xiao explain how Gemini Robotics works, what it can and cannot do, and where the field goes next.









