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1:26:46EN
Cognitive Revolution "How AI Changes Everything"· Oct 8, 2026PodcastThere Likely Is a Level of Intelligence We Shouldn't Go PastHost Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
1:10:12ENCognitive Revolution "How AI Changes Everything"· Oct 7, 2026PodcastOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayHost Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:04:26EN
Sequoia Capital· Oct 6, 2026PodcastAt 100,000 Accelerators, Something Fails Every HourGoogle AI infrastructure chief Amin Vahdat tells Sequoia's Sonya Huang why FLOPS is a vanity metric, why the TPU line split in two, and why he would rather wait on a utility than build his own gigawatt.
35:39EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 2, 2026Podcast · 2 speakersCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioHost Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:28:08ENCognitive Revolution "How AI Changes Everything"· Oct 1, 2026PodcastThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedHost Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
1:46:04ENCognitive Revolution "How AI Changes Everything"· Sep 27, 2026PodcastThe Training Worked. It Just Worked Too Well.Host Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
38:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 18, 2026Podcast · 2 speakersDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconHost Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:06:47ENCognitive Revolution "How AI Changes Everything"· Sep 17, 2026PodcastEighty percent of what agents do should still be ordinary codeHost Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.
37:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Sep 3, 2026Podcast · 2 speakersArm’s 98.5% margin business just started shipping chipsHost Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
55:19ENSequoia Capital· Aug 25, 2026PodcastHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
2:06:11ENCognitive Revolution "How AI Changes Everything"· Aug 14, 2026PodcastLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedHost Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
1:13:48EN
Unsupervised 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.
50:57ENUnsupervised Learning: With Jacob Effron· Jul 9, 2026PodcastA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberHost Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
41:05ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 9, 2026Podcast · 2 speakersThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersHost Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:47:38ENCognitive Revolution "How AI Changes Everything"· Jul 4, 2026Podcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipHost Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:01:27ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:10:15ENSequoia Capital· Jun 30, 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:36ENUnsupervised Learning: With Jacob Effron· Jun 12, 2026PodcastBills 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.
41:20ENSequoia Capital· Jun 10, 2026PodcastA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
45:33ENSequoia Capital· May 26, 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
1:34:54ENCognitive Revolution "How AI Changes Everything"· May 15, 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensHost Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
42:57ENNo Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
2:38:48ENCognitive Revolution "How AI Changes Everything"· Apr 26, 2026PodcastA thousand searches for five cents, and a high score that did not require cheatingHost Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
44:19ENSequoia Capital· Mar 17, 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.Load moreShowing 24 of 91