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35:19ENSallyAnn DeLucia: How to Write Your First AI EvalSallyAnn DeLucia · Arize AITurn an agent’s real traces into concrete pass/fail criteria, then build an LLM judge you can test, align with people, and run in production.
1:50:48ENWhy Inference Matters 12× More Than TrainingFrançois Chaubard, Dan Fu, Jeff Morgan, Joe Fioti, Liangsheng Yin · Y CombinatorYC Paper Club walks the inference stack from an API request down to GPU kernels. Four talks from Together AI, Ollama, Luminal, and SGLang argue that serving quality, not just training FLOPs, is where most of the compute and the money now sit.
1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsInvitado: Naveen Rao · Presenta: Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
32:20ENWho Is Local AI For? The Costs, Trade-offs and a Hybrid FutureMatthew Berman · Forward FutureMatthew Berman weighs data control and independence against hardware cost, setup complexity and inference speed.
34:11ENAnatoliy Bilenko and Alberto Carretero: Making Database Protocols Reliable with Formal Methods and AIAnatoliy Bilenko, Alberto Carretero · CanonicalCanonical’s database engineers connect executable specifications, model-based tests, failure exploration, and reconstructed execution histories—and explain why none of these techniques proves a real system correct on its own.
34:35ENSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool EcosystemInvitado: Sherry Zhang, Howie · Presenta: Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:00:39ENAmazon CEO Andy Jassy on the $220 Billion AI BuildoutInvitado: Andy Jassy · Presenta: Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00ENDwarkesh Patel: What will computer chips look like in 2045?Invitado: Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · Presenta: Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
59:41EN20VC: Venture Fund Size, AI Valuations and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:25:33ENWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, ModalInvitado: Erik Bernhardsson · Presenta: Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
57:47ENPeter Thiel on AI Acceleration, Global Power, and the Values of Its BuildersInvitado: Peter Thiel · Presenta: Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
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.
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.
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.
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.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:25:56ENClaude Changed the Password. The Steering Wheel Was Already OptionalPresenta: Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and MemoryInvitado: Harrison Chase · Presenta: Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
40:44ENGrant Sanderson: There's never been a better time to go into mathGrant Sanderson, Constantin Kogler · 3Blue1BrownStudents fear AI has solved mathematics. Grant Sanderson argues the opposite: even if machines prove theorems better than we do, the institution of math stays valuable—and this is a rare moment when newcomers can reshape it.
2:51:18ENLindon Gao on Building Dyna Robotics and Finding a Path Through the FogInvitado: Lindon Gao · Presenta: 张小珺Dyna Robotics CEO Lindon Gao explains why his company builds intelligence through real workflows, how hardware and research must evolve together, and how a founder can find clarity by letting go of the need to be right.
1:17:09EN20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
39:23ENThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityPresenta: Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
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.
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.
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