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1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersInvitado: Matt Clifford · Presenta: Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:48:41ENAGI Has Been a Moving Goalpost for Seventy YearsPresenta: Nathan Labenza16z’s Martin Casado and host Nathan Labenz spend two hours arguing whether today’s models will become general knowledge workers, and whether that debate should drive AI regulation.
1:09:08ENAndrew Bialecki on Klaviyo’s Bootstrapping, Shopify Partnership and IPOInvitado: Andrew Bialecki · Presenta: Harry StebbingsThe Klaviyo CEO discusses early product iteration, customer economics, public markets and his hopes for AI.
1:02:17ENMichael Eisenberg on AI Investing, Liquidity and Venture DisciplineInvitado: Michael Eisenberg · Presenta: Harry StebbingsThe Aleph investor discusses AI business models, national security, venture exits and the risks of mistaking a technology boom for durable returns.
1:45:11ENAI already beats doctors at empathy. Catastrophe is still not the defaultPresenta: Nathan LabenzNathan Labenz tells Sarah Hastings Woodhouse why he is an adoption accelerationist and a hyperscaling pauser, and lists eight reasons he will not join the hardcore doomers.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathPresenta: 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.
1:06:04ENAlexandr Wang on AI Data, Model Development and Building ScaleInvitado: Alexandr Wang · Presenta: Harry StebbingsScale’s founder discusses his data-bottleneck thesis, enterprise adoption, AI security and the challenges of growing a team.
1:25:42ENReid Hoffman on AI Models, Inflection, Governance and Technology’s Social ImpactInvitado: Reid Hoffman · Presenta: Harry StebbingsHoffman discusses the Microsoft–Inflection arrangement, AI competition and regulation, and his political views in a time-specific 2024 interview.
1:03:12ENAravind Srinivas on Reasoning, Model Economics and Building PerplexityInvitado: Aravind Srinivas · Presenta: Harry StebbingsThe Perplexity co-founder discusses AI scaling, foundation-model competition, advertising and the challenges of building a search product.
31:04ENThe Risk Is Not China Copying. It Is America Refusing to Use the ToolsPresenta: Nathan LabenzAt the 2024 Hill & Valley Forum, Alex Wang, Jack Clark, and Andrew Ng tell Senator Cory Booker that Chinese labs are inventing, open-source models are already strong, and the Pentagon’s real AI failure is under-adoption.
1:01:55ENA $9 AI nurse, an 86 on the medical boards, and a 10% extinction linePresenta: Nathan LabenzNathan Labenz’s solo scouting report walks from medical state of the art through how models actually learn, then to live players, scaling trends, and a control plan that still does not exist.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomPresenta: Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
58:28ENFrom Jailbreaking ChatGPT to Anthropic’s First Prompt Engineer: How Alex Albert Ships Claude 3Presenta: Nathan LabenzA year after building jailbreakchat.com, Alex Albert walks Nathan Labenz through Claude 3’s writing, orchestration, character work, and the guardrails app developers still skip.
56:35ENThey Asked for a Fraction of the 20 Percent and Still Got NoPresenta: Nathan LabenzZvi Mowshowitz and Nathan Labenz unpack Jan Leike’s resignation, OpenAI’s broken compute pledge, and what a safety culture looks like when the money does not follow the mission.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
1:17:51ENTom Hulme on Angel Returns, Venture Discipline and AI InvestingInvitado: Tom Hulme · Presenta: Harry StebbingsThe GV managing partner separates cash and paper returns, reflects on investment mistakes and explains his view of AI competition.
2:00:00ENA 10^26 FLOP Training Run Would Put California Labs on the HookPresenta: Nathan LabenzNathan Calvin, Dean Ball, and Steve Newman argue over SB 1047, the first U.S. statute aimed at frontier-model tail risk.
1:05:52ENInfinite AI Interns Are Already on the JobPresenta: Nathan LabenzNathan Labenz tells computer-science students how to stand out when models are beating doctors on routine work and firms are hiring fewer juniors.
21:48ENVinod Khosla’s 12 Predictions for Technology and AbundanceMatthew Berman · Forward FutureMatthew Berman responds to a venture capitalist’s vision for 2035–2049, from AI expertise and robots to transportation, energy and climate technology.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsInvitado: Sam Altman, Brad Lightcap · Presenta: Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
34:20ENGoogle’s 2024 Vertex AI Agent Builder: A First Look at Agents, Workspace and Code AssistMatthew Berman, Thomas Kurian, Ola Källenius, Amanda Lewis, Gabe Weiss · Forward FutureMatthew Berman reviews Google Cloud Next announcements, tests a weather agent and weighs customer-service demos against his expectations for autonomous tools.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
1:37:52ENChina Has 17 Million Chatbot Users and No OpenAIPresenta: Nathan LabenzA Beijing-based watcher walks through China's LLM players, products, regulation, and the delayed bill from the U.S. chip ban.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIInvitado: Bastian Lehmann · Presenta: Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
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