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1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvitado: Anjney Midha · Presenta: Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
31:26ENChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
3:10:49ENCrunch Time: Ajeya Cotra's Playbook for the Months Before SuperintelligencePresenta: Nathan LabenzA conversation on recursive self-improvement, public warning systems, and using each generation of AI to align and control the next.
1:25:37ENCarles Reina on ElevenLabs Sales, Compensation and Global GrowthInvitado: Carles Reina · Presenta: Harry StebbingsThe ElevenLabs sales leader explains his approach to quotas, AI-assisted workflows, international markets and partner distribution.
58:46ENTwo Dates from OpenAI's Chief Scientist: Intern by September, Automated Researcher by 2028Presenta: Jacob EffronJakub Pachocki tells Jacob Effron why those timelines still hold, why continual learning is not a detour, and why showing chain of thought in the product would train the monitor away.
2:03:23ENWe Have No King: How Viking Raiders Remade Medieval EuropePresenta: Lex FridmanHistorian Lars Brownworth walks Lex Fridman from Lindisfarne to Vinland, arguing that three centuries of raids were a lesson in speed, pragmatism, and creative destruction.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyPresenta: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:32:21ENAI Financing, Model Routing and Security Risks: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousPresenta: Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
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.
49:34ENBrad Lightcap on OpenAI’s Early Years, Agents and the Future of SoftwareInvitado: Brad Lightcap · Presenta: Jack AltmanThe OpenAI COO traces the shift from research to widely used products and discusses coding, startups, enterprise software and human oversight.
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.
41:00ENRon Conway on Angel Investing, Founder Advocacy and the Power of RelationshipsInvitado: Ron Conway · Presenta: Jack AltmanThe SV Angel founder traces his path from semiconductors to seed investing and explains how he helps founders at critical moments.
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.
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