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1:48:57ENAI Safety's Real Shortage Is Founders, Not IdeasHost Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIHost Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgeHost Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:19:46ENSuspended from Columbia, He Raised $15 Million to Cheat on EverythingHost Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearHost Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Host Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
1:54:08ENWhy Anthropic's first check went to a company building microscopes for neural netsHost Nathan LabenzGoodfire's Dan Balsam and Tom McGrath argue that mechanistic interpretability now has a proto-paradigm, two stubborn gaps, and three products worth shipping today.
1:27:33ENA 70B Model Booked Dinner 20% of the Time. MultiOn Took It to 95% in a DayHost Nathan LabenzMultiOn CEO Div Garg returns to The Cognitive Revolution to recap 18 months of agent hype, the AgentQ stack, and why 2025 might still be the year of vertical agents.
1:06:15ENJailbreaks Got Harder. Scale Made One Attack Worse.Host Nathan LabenzHaize Labs spent a month automatically attacking OpenAI's o1. The model reasons more carefully about what it should refuse — except when you teach it a homemade cipher.
1:52:00EN4,096 Numbers Have to Carry Every Concept. Goodfire Wants the KnobsHost Nathan LabenzDan Balsam and Tom McGrath explain how sparse autoencoders unpack a language model's residual stream — and why a public-benefit startup is trying to make that a product.
1:03:22ENA 40-person team at $35 million ARR: HeyGen made AI avatars a business, not a demoHost Nathan LabenzJoshua Xu and Benchmark’s Victor Lazarte tell Nathan Labenz how a camera-replacement product grew past 40,000 business customers — and why half the faces on this episode are fake.
1:32:45ENHe doubled a company with AI — then asked the labs to pause hyperscalingHost Nathan LabenzOn the Nick Halaris Show, Cognitive Revolution host Nathan Labenz argues for adopting today's models fast and slowing the race to systems more powerful than we are.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathHost Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not ImitatorsHost Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
1:25:10ENWriting Code Is Only 30% of the Job. CodiumAI Wants the Other 70%Host Nathan LabenzItamar Friedman argues that completion is already a commodity, that code integrity is where AI still lags, and that flow engineering—not fancier prompts—is how GPT-4 doubled its score on coding contests.
1:32:19ENHis 2018 Prompting Paper Was Rejected. His Search API Now Beats GoogleHost Nathan LabenzRichard Socher traces You.com from a rejected unified NLP model to an LLM-native web index, three assistant modes, and a very low P(doom).
1:01:53ENCompanion Apps Open Twice as Often as TikTok. a16z Only Funds Weird but WorkingHost Nathan Labenza16z consumer partners Anish Acharya and Justine Moore walk Nathan Labenz through their Abundance Agenda for AI-native consumer apps.
1:21:28ENThe Prompt Is a Bug: Suhail Doshi’s Bet on Control Over PixelsHost Nathan LabenzThe Mixpanel founder tells Nathan Labenz how a cloud browser, a canceled tweet, and a Thursday weight drop shaped Playground AI’s bet on images.
1:36:39ENOpenAI’s $5 Million Bet: A 60-Person Team Wants GPT-4V to Give Cars Common SenseHost Nathan LabenzGhost Autonomy cofounder John Hayes tells Cognitive Revolution why a multimodal model on the driving path could reset self-driving after two decades of DARPA-era stacks.
1:25:11EN105 lines of code, a million impressions, and a VC who refused to found the companyHost Nathan LabenzBabyAGI creator Yohei Nakajima tells Nathan Labenz how a weekend prototype set off the agent wave — and why he went back to writing checks.
1:26:30ENMost of this data has never been in a database: Chroma's wartime CTO on RAGHost Nathan LabenzAnton Troynikov returns to The Cognitive Revolution to argue that retrieval quality is mostly the embedding, that Chroma should own the RAG loop, and that GPT still fails a basic Game of Life test of reasoning.
1:43:56ENSudowrite sold getting unstuck — then eight million people watched a pile-onHost Nathan LabenzJames Yu tells Nathan Labenz how a GPT-3 toy for fiction became a hierarchical “IDE for storytelling,” and what a viral backlash taught him about craft, cost, and customers.
1:32:41ENThere are maybe 5,000 people who can train frontier models. The rest need AI engineersHost Nathan LabenzSwyx of Latent Space tells Nathan Labenz how a new job is forming, why OpenAI will Sherlock its developers, and what still does not count as an agent.
58:54ENModels Are Commodities. Perplexity's CEO Says the Index Is the MoatHost Nathan LabenzAravind Srinivas returns to Cognitive Revolution to explain how a 25-person search startup is building its own crawler, index, and models before the big platforms raise the drawbridge.
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