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1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseHost Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Host Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
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.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
59:06ENInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldHost Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
54:53ENA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Host Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearHost Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
1:24:57ENA 50,000-GPU cap and a 1,700-chip loopholeHost Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
55:50ENThere will not be one model. Fireworks is betting on hundreds of small expertsHost Jacob EffronPyTorch veteran Lin Qiao argues that inference is a compound system hyperscalers cannot buy their way through, and that the products with real traction still keep a human in the loop.
45:46ENGiving AI a Nervous System: Voice, Touch, and the Post-Keyboard InterfaceHost Jacob EffronLiveKit's Russ explains how voice AI, multimodal chat, cloud browsers, and on-device models are reshaping how humans work with machines.
51:55ENThe Search Engine Under AI Apps: Why Bigger Context Windows Aren't EnoughHost Jacob EffronTurbopuffer CEO Simon on object-storage databases, vector-search trade-offs, and the AI features that will become SaaS table stakes.
46:48ENSnowflake's AI Stack: Small Models, the Text-to-SQL Iceberg, and Why Governance Comes FirstHost Jacob EffronSnowflake head of AI Baris Gekken explains how Arctic and Cortex were built, where enterprise AI actually works today, and why precision, governance and evaluation matter more than raw model capability.
54:52ENCoding Agents Are Breaking Containment: The 2026 AI Stack, the Coding Wars, and the Next FrontierHost Jacob EffronJacob Effron and Swyx map the state of AI engineering, from agent harnesses and infrastructure churn to coding-market economics, open models, dark factories, and world models.
1:01:13ENPinecone's Vector Database Bet: Scaling Through the ChatGPT TsunamiHost Jacob EffronEdo Liberty explains how Pinecone scaled through the generative AI boom, why vector search is more than a database add-on, and where he sees the next AI infrastructure shifts.
1:02:15ENSuno’s CEO Says the Future of Music Is a Conversation, Not a PromptHost Jacob EffronSuno CEO Mikey Shulman explains how AI music is moving from text prompts to co-creation, why music evals are subjective, and what he would build next.









