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23:22ENNoyan Tokgozoglu: How Optiver Builds an AI Platform for Fast, Measurable DecisionsNoyan Tokgozoglu · OptiverThe trading firm’s AI engineering lead explains same-day model adoption, on-premises infrastructure, cost controls and the limits of replaying agent evaluations.
20:06ENHow Arize Rebuilt Its Alyx Agent: Planning, Memory and EvaluationFuad Ali · Arize AIFuad Ali traces two years of decisions behind an in-product agent, from harness-controlled plans to compact memory and production-derived tests.
56:00ENJoe Liemandt on Alpha School, AI, and Redesigning the School DayInvitado: Joe Liemandt · Presenta: Erik Torenberg, Gagan BiyaniAlpha School's principal discusses two-hour academics, motivation, life skills, and how AI could change what students build.
34:21ENMatthew Berman Examines Anthropic’s IPO Filing, AI Growth and GovernanceMatthew Berman, Sam Altman · Forward FutureThe presenter reviews the S-1’s financial metrics, compute strategy and voting structure while questioning the tension between rapid AI development and safety.
36:07ENTheo on Token Costs, Coding Agents, and the Price of AI CapabilityTheo Browne · Ping LabsA viral estimate of Lauren's AI spending prompts a closer look at cache pricing, benchmarks, and the changing work of coding agents.
1:11:27ENCliff Sosin: What Remains Valuable When AI Intelligence Gets CheapInvitado: Cliff Sosin · Presenta: Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
16:38ENAiden Sochowski: Securing 300 Agents in a 60-Person CompanyAiden Sochowski · RunlayerRunlayer’s founding engineer explains what session monitoring revealed about agent permissions, prompt injection, tool errors and runaway cost.
55:06ENAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
1:19:47ENScott Kirby on United’s Fleet Bet, Starlink and Airline EconomicsInvitado: Scott Kirby · Presenta: John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.
42:06ENDario and Daniela Amodei on Building Anthropic, AI Safety, and Human MeaningInvitado: Dario Amodei, Daniela Amodei · Presenta: Walter IsaacsonThe Anthropic co-founders discuss the roots of their partnership, the challenge of keeping AI systems honest, and the choices facing a world of more capable models.
29:40ENHow Reddit Proto Connects Design, Live Data and Production CodeInvitado: Blair Metcalf · Presenta: Claire VoBlair Metcalf demonstrates Reddit’s internal prototyping harness and its design-system mapping for Figma and Cursor.
15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
56:01ENXander Song on Evaluating Agents with Harbor and PhoenixXander Song · Arize AIArize AI engineer Xander Song explains how Harbor runs realistic agent tasks in isolated sandboxes, and how his team uses Phoenix to compare prompt changes, inspect trajectories, and test a SQL tool.
22:33ENWilliam Schor: From Unit Tests to Synthetic Canaries at NetflixWilliam Schor · NetflixHow generated workloads and production-like infrastructure help test a distributed key-value service.
1:05:44ENMarvin Schwaibold on AI-Powered Design, Interactive Prototypes and Better WebsitesAaron Epstein, Marvin Schwaibold · Y CombinatorShopify’s product design studio lead shows how he uses AI to build and refine interactions, then reviews six websites with Aaron Epstein.
3:34:27ENAI, Mathematics, and the Meaning of a ProofInvitado: Steven Brunton, Ankur Moitra, Alex Kontorovich · Presenta: Lex FridmanLex Fridman and three mathematicians discuss recent AI-generated research, hard open problems and what human understanding contributes.
19:43ENJack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
53:04ENFuad Ali: Building a Feedback Loop to Improve AI AgentsFuad Ali · Arize AIAn Arize workshop connects traces, failure datasets, evaluations, proposed fixes and experiments while keeping human judgment in the loop.
20:55ENJesse Hall: Build Voice Agents for Conversations, Not LeaderboardsJesse Hall · LiveKitLiveKit’s Jesse Hall explains how to evaluate voice agents as real-time systems: understand callers, handle interruptions, keep talking while tools run, and measure the delay people actually hear.
45:34ENHenry Paulson on AI Risk, U.S.–China Relations and Crisis LeadershipInvitado: Henry M. Paulson, Jr. · Presenta: Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
30:37ENTheo’s Three Skills for Reviewing and Shipping with Coding AgentsTheo Browne · Ping LabsHow sol-loop, full-send and full-stop encode review, verification and different levels of merge authority.
18:27ENDaksh Gupta on Building a Better AI Code Review AgentDaksh Gupta · GreptileGreptile co-founder Daksh Gupta explains why a webhook plus a coding agent is not enough for reliable pull-request review—and how targeted prompts, incident data, model inversion, codebase context, browser testing, and task-specific model routing can help.
23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its IntelligenceInvitado: Satya Nadella · Presenta: Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
30:11ZHAI 如何重构跨境支付:从交易路由、风控到智能体商务Invitado: Leo Li, Apple Gao · Presenta: 陈茜硅谷101 从一笔跨境机票付款出发,拆解支付网络的复杂性,以及 Antom 如何把 AI 引入运营、风险判断和智能体交易。
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