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1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointPresenta: Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledPresenta: Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Presenta: Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
1:44:35ENJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'Presenta: Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgePresenta: 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.
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanPresenta: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringPresenta: Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyPresenta: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToPresenta: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:48ENDoctors code at 45%. The model beat them by 12 points — then 4,000 physicians had to try it once.Presenta: Nathan LabenzAmbience Healthcare and Cleveland Clinic walk through the AI scribe that cut pajama time, climbed ICD-10 with reinforcement fine-tuning, and won 75% voluntary use.
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.
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.
1:30:57ENAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech TightropePresenta: Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsPresenta: Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xPresenta: Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
2:11:15ENA 50% Chance of Extinction — and a $50 GPT-4 for EveryonePresenta: Nathan LabenzEmad Mostaque tells Nathan Labenz why he puts p(doom) at even odds, why a five-watt model changes the energy debate, and how the Intelligent Internet would fund universal basic AI with a Bitcoin-like token.
1:29:00EN14,000 people applied. Thirty-three got in. The jobs are at Homeland Security.Presenta: Nathan LabenzMichael Boyce, director of the DHS AI Corps, tells Nathan Labenz how the largest civilian AI team in the U.S. government is being built — and what it is already shipping.
2:40:58ENZvi Mowshowitz Still Puts P(doom) at 60%—and Says Not Updating Is Self-DeceptionPresenta: Nathan LabenzA six-month recap with the Don't Worry About the Vase author covering Ilya’s SSI, OpenAI’s o1, Claude’s computer use, the SB 1047 veto, and Trump’s return.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkPresenta: Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
1:23:57ENA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RacePresenta: Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.
1:51:00ENStart With Ten Gold Examples: A Three-Step Playbook for AI AutomationPresenta: Nathan LabenzThe day after OpenAI opened GPT-4o fine-tuning, Nathan Labenz unpacks a three-year method for choosing work, extracting tacit judgment, and raising model performance.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating SystemPresenta: Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
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.
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.
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