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1:12:15ENThe Open-Model Vibe Check: China, Containment, and the Data MoatPresenta: Jacob EffronJacob Effron and guests debate Chinese open-weight models, distillation, containment policy, the OpenAI–Hugging Face incident, and Cursor's data advantage.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsPresenta: Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.
50:23ENOpenAI’s Platform Bet: Where AI Value Accrues, Why Open Source Trails, and When Superintelligence ArrivesPresenta: Jacob EffronPeter Welinder explains OpenAI’s platform strategy, the case for proprietary frontier models over open source, the enterprise hallucination problem, and his speculative timeline for AGI and superintelligence.
1:34:27ENMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really OpenInvitado: Matt Mullenweg · Presenta: Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsPresenta: Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.
1:17:31ENImage AI Is Still at the GPT-2 Stage: Suhail Doshi on Building a Unified Vision ModelPresenta: Nathan LabenzPlayground AI's founder explains why image generation has barely begun to deliver real utility, and why his team is betting 2024 on editing and a single model that can create, edit and understand pixels.









