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18:18ENWhy AI Bills Can Rise as Intelligence Gets CheaperTheo Browne · Ping LabsTheo Browne explains the difference between token prices, task costs and capability, and why more useful agents can still drive larger bills.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
0:23ENWhy Theo Would Wait Before Upgrading for UltrafastTheo Browne · Ping LabsA short cost comparison leads Theo Browne to caution against upgrading to the $500 tier solely for Astra Ultrafast.
2:39:03ENAI Code Needs Specifications: Formal Verification and Human ControlInvitado: Grigore Rosu, Everett Hildenbrandt · Presenta: Nathan LabenzFrom Linux bug hunting to agent permissions, a discussion of proofs, intent and fallback plans.
0:35ENWhy Human Creativity Still Matters in the Age of AI ImagesMatthew Berman · Forward FutureMatthew Berman argues that producing more images is different from creating work that resonates with people.
0:46ENMatthew Berman's AI-Assisted Super Mario World RecreationMatthew Berman · Forward FutureA short progress update describes a multi-day attempt to rebuild the game for a ModRetro handheld.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
37:47ENDesigning Meta Muse: Status, Personalization and Everyday AgentsInvitado: Alex Cornell · Presenta: Claire VoAlex Cornell discusses consumer agent design and his own experiments with Muse.
32:06ENRecursive Self-Improvement: Loops, Costs and the Challenge of MeasurementInvitado: Dhaval Adjodah, Owen He · Presenta: Martin CasadoMakerMaker.AI’s founders discuss their approach with Martin Casado.
1:12:06ENMax Freeman on Building Ramp’s Sales MachineInvitado: Max Freeman · Presenta: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
17:37ENAI Coding, Game Mashups and the Value of Human TasteMatthew Berman · Forward FutureMatthew Berman explains decompilation and game mashups, then argues that iterative AI coding changes software and creativity.
0:56ENAI, Reverse Engineering and the Possibility of Custom SoftwareMatthew Berman · Forward FutureMatthew Berman explores AI-assisted recreations of creative software and imagines applications tailored to individual needs. The legal and practical claims require more nuance.
1:33:14ENAll-In: AI Consciousness, Mathematical Proofs and France’s Fiscal DebateInvitado: Mustafa Suleyman · Presenta: Jason Calacanis, Chamath Palihapitiya, David Sacks, David FriedbergThe hosts debate model welfare, the significance of AI-generated mathematics, European debt and the economics of AI agents.
47:40ENHow Theo Used AI Agents to Port TypeScript to RustTheo Browne · Ping LabsThe TS Rust experiment combines a Go-to-Rust compiler port, subscription-based agent work and a prototype developer loop inside a V8 isolate.
2:00:51ENResample Every Token and You Can Watch the Model DecidePresenta: Nathan LabenzGoodfire's Eric Bigelow on forking paths, in-context learning, and why chain-of-thought monitoring is getting harder to trust.
47:55ENArtificial Life, Evolution and the Search for Interesting WorldsInvitado: Akarsh Kumar · Presenta: Tim ScarfeAkarsh Kumar explains ASAL and an evolutionary experiment in Core War.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerPresenta: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
43:13ENAnthropic’s Religious Consultations and the AI Consciousness DebateInvitado: Elizabeth Dias, Erin Griffith, David Wallace-Wells · Presenta: Max ReadHard Fork discusses reporting on moral formation, confidentiality and competing worldviews.
1:23:18ENWho Will Finance the AI Infrastructure Build-Out?Invitado: Daniel Nishball · Presenta: Jordan NanosSemiAnalysis examines projected capital needs, GPU rental economics and the guarantees supporting data center financing.
38:07ENGarrison Hinson-Hasty on Systems Programming with ZigTrevor Berrange Sanchez, Garrison Hinson-HastyA conversation about simplicity, memory, strings, graphics APIs and working with C.
41:10ENHaiku 5.5: Where a Cheaper Small Model Helps Coding AgentsTheo Browne · Ping LabsTheo Browne examines Haiku 5.5 pricing, benchmark results and practical tests, including a failed pull-request audit.
53:14ENPat Gelsinger on Chip Design, Memory and AI InfrastructureInvitado: Pat Gelsinger · Presenta: Raghu Raghuram, Guido AppenzellerA former Intel and VMware CEO discusses physical constraints and new abstractions.
56:17ENAWS CEO Matt Garman on Cloud Infrastructure for AI AgentsInvitado: Matt Garman · Presenta: Raghu RaghuramCapacity, custom chips and enterprise controls from the cloud provider’s perspective.
43:23ENJeetu Patel on Cisco’s AI Infrastructure Bet and Engineering CultureJared Friedman, Jeetu PatelThe Cisco executive talks with YC’s Jared Friedman about growth, security and career lessons.
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