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48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesInvitado: Avishai Abrahami · Presenta: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
2:23:38ENDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment TargetPresenta: Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkInvitado: Arvind Jain · Presenta: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token OnePresenta: Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberPresenta: Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersPresenta: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:06ENTwo GPT-5.6 Coding Demos: A Block World and a SpreadsheetMatthew Berman · Forward FutureMatthew Berman shows a Minecraft-like game and an Excel-like application built with Codex and GPT-5.6.
1:53ENWhat Anthropic’s J-Space Research Suggests About AI ReasoningMatthew Berman · Forward FutureMatthew Berman discusses internal model representations, interventions and the question of consciousness, while the research itself describes important limits.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
0:24ENClaude Fable 5 Access Extended Through July 12, 2026Matthew Berman · Forward FutureMatthew Berman reports a short extension for paid Claude subscribers, without a reset of their existing usage quota.
18:34ENModel Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsInvitado: Clay Bavor · Presenta: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipPresenta: Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperPresenta: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExplorePresenta: Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayInvitado: Anthony Kaldellis · Presenta: Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvitado: Paul Erlanger · Presenta: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
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