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1:48:57EN
Cognitive Revolution "How AI Changes Everything"· Sep 25, 2026PodcastAI 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.
1:04:14EN
Unsupervised Learning: With Jacob Effron· Jul 31, 2026PodcastThe 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.
1:13:48ENUnsupervised Learning: With Jacob Effron· Jul 16, 2026PodcastCarriers Spend $200 Billion a Year. The Money Went Up the StackHost Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:55:12ENCognitive Revolution "How AI Changes Everything"· Nov 8, 2025Podcast28,000 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.
1:02:05ENUnsupervised Learning: With Jacob Effron· Sep 24, 2025Podcast$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathHost Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
1:51:39ENCognitive Revolution "How AI Changes Everything"· Sep 3, 2025PodcastA 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.
57:52ENUnsupervised Learning: With Jacob Effron· Aug 13, 2025PodcastThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Host Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
1:19:46ENCognitive Revolution "How AI Changes Everything"· Jul 5, 2025PodcastSuspended 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.
1:24:27ENCognitive Revolution "How AI Changes Everything"· Jun 12, 2025Podcast500 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.
1:00:48ENCognitive Revolution "How AI Changes Everything"· Jun 9, 2025PodcastThe 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.
44:21ENUnsupervised Learning: With Jacob Effron· Jun 4, 2025PodcastMercor's CEO: Knowledge Work's Next Job Is Writing EvalsHost Jacob EffronBrendan Foody tells Redpoint how Mercor turned AI hiring and expert data into a $100 million round — and why he thinks a huge slice of white-collar work will become creating tests for models.
1:54:08ENCognitive Revolution "How AI Changes Everything"· May 29, 2025PodcastWhy 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.
43:51ENUnsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:27:33ENCognitive Revolution "How AI Changes Everything"· Dec 3, 2024PodcastA 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.
1:06:15ENCognitive Revolution "How AI Changes Everything"· Sep 14, 2024PodcastJailbreaks 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.
1:52:00ENCognitive Revolution "How AI Changes Everything"· Aug 17, 2024Podcast4,096 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.
1:03:22ENCognitive Revolution "How AI Changes Everything"· Aug 2, 2024PodcastA 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.
1:32:45ENCognitive Revolution "How AI Changes Everything"· Jul 27, 2024PodcastHe 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.
52:45ENCognitive Revolution "How AI Changes Everything"· Jun 13, 2024PodcastA $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.
56:56ENCognitive Revolution "How AI Changes Everything"· Apr 25, 2024PodcastA 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.
1:25:10ENCognitive Revolution "How AI Changes Everything"· Mar 12, 2024PodcastWriting 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.
1:32:19ENCognitive Revolution "How AI Changes Everything"· Feb 29, 2024PodcastHis 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).
1:01:53ENCognitive Revolution "How AI Changes Everything"· Feb 13, 2024PodcastCompanion 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.
1:21:28ENCognitive Revolution "How AI Changes Everything"· Jan 26, 2024PodcastThe 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.Load moreShowing 24 of 81