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1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearPresenta: 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.
0:59ENSatya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Presenta: 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.
1:27:13ENSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of VentureInvitado: Sam Lessin, Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthInvitado: Sundar Pichai · Presenta: Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
1:19:24ENOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29ENChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:56:42ENDuolingo’s Severin Hacker on AI Tutors, Learning and Building a CompanyInvitado: Severin Hacker · Presenta: Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
1:20:13ENStartup Funding, OpenAI and AI Competition: A Venture Investor RoundtableInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New FundInvitado: Immad Akhund · Presenta: Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
2:02:51ENAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIPresenta: Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:19:32ENBenchmark, a16z and the Math of Venture Capital in the AI EraInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingInvitado: Bucky Moore · Presenta: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
0:36ENHow Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
1:28:17ENSeries A and B Investing in an AI Market: Risk, Liquidity and TimingInvitado: Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
33:18ENZuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Presenta: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
1:26:55ENVenture Liquidity, Endowments and AI Investing in 2025Invitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
1:35:02ENa16z, Founders Fund and the Risks Behind Venture’s Biggest FundsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.
1:28:01ENThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarPresenta: Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallPresenta: Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftInvitado: Victor Lazarte · Presenta: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
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