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1:13:33ENA Trillion Tokens Later, the Concept Finally Lands: Łukasz Kaiser on What Transformers Still MissPresenta: Jacob EffronThe Attention Is All You Need co-author tells Unsupervised Learning that transformers will probably keep winning — and that they still do not learn the way people do.
40:22ENBuilding Gets Easier Near AGI. Knowing What to Build Does Not.Listen Labs CEO Alfred Wahlforss on AI interview agents, a 30-million-person audience, and why transcripts beat credit-card data when you need to predict customers.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardPresenta: Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of WorkInvitado: Brendan Foody · Presenta: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
2:33:35ENA security researcher audits the AI stack that booked a week of guestsPresenta: Nathan LabenzNathan Labenz walks Daniel Miessler through a 1GB second brain, two named AI employees, and the blast-radius rules that should govern them.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIInvitado: Nico Laqua · Presenta: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
2:53:42ENThe Moon Is Falling. It Just Keeps Missing.Invitado: Biggest Mysteries in Physics · Presenta: Lex FridmanFermilab physicist Don Lincoln tells Lex Fridman that the history of physics is a history of unification, and that antimatter, dark energy, and a theory of everything still sit far beyond the experiments we can run.
1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesPresenta: Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
2:18:33ZH戴雨森:复盘 AI 投资判断,重新理解 Harness 与创业机会Invitado: 戴雨森 · Presenta: 张小珺真格基金管理合伙人与张小珺讨论模型、智能体产品、组织变化和主动修正观点。
1:41:58ENA thousand people on guard, a million in the sprintPresenta: Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.
45:33ENCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
2:13:11ENThe Models Understand Shutdown. They Just Don't Care.Presenta: Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AIInvitado: Chad Peets, Chris Degnan · Presenta: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
59:41ENThe GPT moment for video hasn’t arrived, but AGI may already be herePresenta: Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.
1:27:17ENAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed SpeedPresenta: Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywherePresenta: Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
38:24ENServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
1:23:54ZHFreda Duan:重新计算 AI 投资,也重新理解人的连接Invitado: Freda Duan · Presenta: 张小珺Altimeter Capital 合伙人与张小珺讨论 token 成本、模型竞争、组织变革和快速变化中的焦虑。
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsInvitado: Josh Browder · Presenta: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIInvitado: Shiv Rao · Presenta: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:34:54ENSix Months, Eighty Percent Churn, Five Times the TokensPresenta: Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
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