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38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:19:05ENAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like softwarePresenta: Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamInvitado: Patrick Forquer · Presenta: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationInvitado: Cliff Weitzman · Presenta: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesPresenta: Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:36:35ENAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvitado: FFmpeg · Presenta: Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoPresenta: Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkInvitado: Tobi Lütke · Presenta: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:14:23ENBecca Lindquist on Clay’s Sales Hiring, Compensation and AIInvitado: Becca Lindquist · Presenta: Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.
42:57ENInference Is the Last Market: Baseten’s 30x YearPresenta: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:48:43ENThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Presenta: Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.
1:28:19ENAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
2:38:48ENA thousand searches for five cents, and a high score that did not require cheatingPresenta: Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareInvitado: Amjad Masad · Presenta: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
1:50:05ENCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
3:36:29ENClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed NeutralPresenta: Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIPresenta: Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of WorkInvitado: Aaron Levie · Presenta: Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
4:23:11ZH洪乐潼:让 AI 学会数学,从形式化证明到创业Invitado: 洪乐潼 · Presenta: 张小珺Axiom 创始人谈数学之美、用 Lean 验证证明,以及她如何从数学研究走向 AI 创业。
2:12:51ENSteve Newman’s fifteen-app stack exists so he only has to look at one screenPresenta: Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.
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