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1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGuest Matt Murphy · Host Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
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 on Data Bottlenecks, Generalist Robots, and the Road to Real-World RoboticsGuest 谭捷 · Host 张小珺Google DeepMind robotics researcher Tan Jie traces his path from computer graphics to robotics and from reinforcement learning to Gemini Robotics. He argues that data scale and coverage, cross-embodiment transfer, real-time reasoning, and safety remain key to bringing robot foundation models into the real world.
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeGuest Nick Frosst · Host Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingGuest Bucky Moore · Host Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesGuest Sam Altman · Host Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraGuest Bret Taylor · Host Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGuest Aidan Gomez · Host Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
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.







