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32:22ENDemis Hassabis on AGI, Scientific Discovery and the Challenges AheadInvitado: Demis Hassabis · Presenta: Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
1:57:29ENFrontier vision models score 12.5%: Joseph Nelson on the real waterline of computer visionPresenta: Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.
1:03:40ENAndrew Dudum on Hims & Hers, Preventive Care and Building a Public CompanyInvitado: Andrew Dudum · Presenta: Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsPresenta: Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:44:15ENNathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic AnywayPresenta: Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingInvitado: Marc Andreessen · Presenta: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:19:18ENSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:37:43ENCisco wants two extra network layers so agents can share intentPresenta: Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
58:27ENEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Invitado: Jensen Huang · Presenta: Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:40:46ENGive an agent a thousand tools and it will pick the wrong bladePresenta: Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingInvitado: Shaunt Voskanian · Presenta: Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberPresenta: Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
3:27:22ENThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's PromisesPresenta: Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
44:19ENThe $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.
1:18:46EN90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpPresenta: Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture ReturnsInvitado: Gokul Rajaram · Presenta: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led MarketingInvitado: Elena Verna · Presenta: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:43:39ENFive Mutations Could Make a 60% Fatal Bird Flu Spread Between PeoplePresenta: Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
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