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0:53ENSam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.
3:13:44ENAI’s Physical Bottlenecks: Compute Markets, Chip Investments and Agent TrustInvitado: Evan Conrad, Lonis Hamaili · Presenta: Nathan Labenz, Prakash NarayananA full AI:AM discussion of security incidents, GPU financing, semiconductor supply and an agent-to-agent network.
1:00:34ENMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for FoundersInvitado: Chris Dixon, Marc Andreessen, Ben Horowitz · Presenta: Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
40:00ENArvind Krishna and Nikesh Arora on Quantum Risk, AI Models and Software ConsolidationInvitado: Arvind Krishna, Nikesh AroraThe executives discuss post-quantum preparation, the economics of open-weight models and the changing shape of enterprise cybersecurity.
2:40:58ENFrontier AI, Interpretability and the Fight Over Its PaceInvitado: Zvi Mowshowitz · Presenta: Nathan Labenz, Prakash NarayananZvi Mowshowitz joins AI:AM to discuss neural networks, policy and the institutions facing rapid change.
13:21ENAdrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
17:42ENIs a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?
0:44ENSam Altman and Matthew Berman on AI, Work and BusynessMatthew Berman, Sam Altman · Forward FutureIn a short conversation, they consider why technology has not necessarily given people more free time.
1:56:28ENWill Larson: The Revised Rules of Engineering ManagementInvitado: Will Larson · Presenta: Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
16:22ENClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentPresenta: Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
18:42ENFord Prior: An AI War Room for Modernizing GEICO’s Legacy CodeFord Prior · GEICOHow an insurer combined human decisions, enterprise context and agent fleets to modernize claims technology.
46:36ENDon Syme: Building Agentic Automation Around Human CollaborationDon Syme · GitHubContinuous AI, repository workflows and the guardrails needed for unattended software maintenance.
1:59:52ENDavid Qian on Succession, Robotics, and Finding His Own AmbitionInvitado: David Qian (Qian Cheng) · Presenta: 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
0:22ENA Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.
45:08ENSam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.
0:32ENSam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.
16:58ENLincoln Murr on Payments, Trading, and Trust for AI AgentsLincoln Murr · CoinbaseCoinbase’s AI product lead describes x402, potential financial workflows, and a gradual approach to agent autonomy.
15:30ENHow Monzo Built Agent Chip into a Reusable Banking PlatformFelippe Felisola Caso, Francesco Galletta · MonzoMonzo’s team explains the platform, access controls and workflows behind its in-house agent.
34:47ENWhy SemiAnalysis Raised Its 2027 Data Center ForecastInvitado: Jeremie Ontiveros, Reyk Knuhtsen · Presenta: Jordan NanosJeremie Ontiveros and Reyk Knuhtsen explain their project-level model, construction risks and the possibility of a future capacity imbalance.
17:41ENAl Chen: Evidence, Recovery and Data Controls for AI in BanksAl Chen · CiscoA practical discussion of vulnerabilities, disaster recovery and sensitive data in bank AI deployments.
37:14ENElon Musk on AI Control, Robot Abundance, and His Regrets About DOGEInvitado: Elon Musk · Presenta: Walter IsaacsonWalter Isaacson asks Elon Musk how humanity can remain safe and find purpose as AI grows more capable, and challenges him on politics, empathy, and the future he is building.
55:07ENKaran Singhal on AI, Trust and the Future of Health CareInvitado: Karan Singhal · Presenta: Jay RughaniOpenAI’s health AI research lead discusses medical evaluations, patient support and the gap between information and care.
17:42ENOliver Kennon: Why GPU Operating Capability Changes the Cost of AIOliver Kennon · SemiAnalysisA comparison of inference configurations leads to a broader discussion of useful output, security, costs and compute futures.
31:13ENTheo on Why Smarter Models Help More Than DevelopersTheo Browne · Ping LabsFrom game modifications to compiler experiments, Theo revisits his assumptions about who benefits from more capable AI.
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