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41:54ENBilly Evans on Elizabeth Holmes’s Trial, Prison and Their FamilyInvitado: Billy Evans · Presenta: David FriedbergIn an All-In interview, Holmes’s husband describes their relationship, his view of the fraud case and a forthcoming documentary.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
17:42ENMark Zuckerberg’s Changing Style and the Image of TechInvitado: Vanessa Friedman · Presenta: Max ReadVanessa Friedman and Max Read discuss clothing, shopping and wearable technology.
27:15ENAI Anxiety, Hiring and Trust in AdvertisingPresenta: Reid Hoffman, Aria FingerReid Hoffman and Aria Finger discuss a survey and the practical questions behind public concern.
2:51:22ENAI Minds and 8 mm Memories: Research, Archives and SimulationInvitado: Cameron Berg, Phil Maher · Presenta: Nathan Labenz, Prakash NarayananCameron Berg discusses hidden model states; Phil Maher explains preserving home movies and a fly-brain demo.
24:05ENA First Look at Meta Muse Wonder on Agent and Design TasksPresenta: Claire VoClaire Vo reports strengths and weaknesses from her own small evaluation.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainPresenta: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
58:26ENLiaquat Ahamed on 1873, Gold and the Politics of Financial CrisesInvitado: Liaquat Ahamed · Presenta: Tyler CowenTyler Cowen challenges the historian on deflation, monetary systems and debt.
38:30ENTheo Tests Gemini 4 Argon: Design Strengths and Code-Review ConcernsTheo Browne · Ping LabsA strong result on a narrow skateboarding benchmark contrasts with poor findings in Theo’s own codebase audits.
1:34:17ENInside Uber’s Developer Infrastructure for AI AgentsInvitado: Uday Kiran Medisetty · Presenta: Gergely OroszUday Kiran Medisetty explains gateways, context, background coding and review.
12:14ENGemini 4 Argon Tested: 3D Demos, a Spreadsheet Prototype and Benchmark ResultsMatthew Berman · Forward FutureMatthew Berman tests Google’s model on games and visual projects, then compares reported coding and agent benchmarks.
58:49ENNathan Lambert on Open Models, Frontier Labs and TrilliumInvitado: Nathan Lambert · Presenta: Lisha LiA discussion of compute, post-training data and an open research agenda for understanding AI automation.
44:12ENGLM 5.3, Sparse Attention and the Cost of InferenceInvitado: Kimbo Chen, Wenyao Gao · Presenta: Jordan NanosSemiAnalysis examines memory bottlenecks, AMD and NVIDIA serving results, post-training and support for Chinese chips.
55:32ENRyan Serhant on Selling, Time and the Cost of AmbitionInvitado: Ryan Serhant · Presenta: Shane ParrishA real-estate broker discusses relationships and career lessons with Shane Parrish.
10:36ENMeta Muse Wonder Tested: Strong Benchmarks, Mixed Demos and Quota FrictionMatthew Berman · Forward FutureMatthew Berman tests Meta’s models on browser demos and reviews their published benchmark scores, availability and cost.
1:20:35ENDavid Vélez on Building Nubank and Banking’s AI FutureInvitado: David Vélez · Presenta: Patrick O'ShaughnessyThe founder discusses digital banking economics, global expansion and organizational change.
1:08:02ENAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
38:02ENMeta’s Muse Wonder Full: A Coding Agent Tested Against Opus and SolTheo Browne · Ping LabsTheo Browne tests Meta’s new model on code review, debugging, delegation and benchmarks, finding promising strengths alongside important limits.
0:36ENOpenAI Employee Charged in Recording-Device InvestigationMatthew Berman · Forward FutureMatthew Berman discusses the reported discovery of a recording device and OpenAI’s account of its investigation.
0:53ENJason Calacanis on How AI Could Change Coding TogetherA short reflection on coding camaraderie and the shift toward delegating work to agents.
25:16ENMartin Shkreli on Quantum Computing, Drug Development and PrisonInvitado: Martin ShkreliThe investor explains his bearish quantum thesis, discusses pharmaceutical opportunities and reflects on the thinking that preceded his conviction.
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.
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