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53:44ENThe Biggest Bug in Today’s Models Is That the Weights Never ChangeTuring Award winner Rich Sutton and Khurram Javed founded Oak Lab to build agents that keep learning after they ship — and they call synthetic data a big mistake.
59:41ENThe GPT moment for video hasn’t arrived, but AGI may already be herePresenta: Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.
1:21:56ENYann LeCun Left Meta Because LLMs Will Not Get You to IntelligencePresenta: Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.
41:36ENFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
43:09ENA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIInvitado: Demis Hassabis · Presenta: Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
35:47ENFei-Fei Li’s new bet: AI is incomplete without spatial intelligencePresenta: Sarah Guo, Elad GilThe ImageNet pioneer tells Sarah Guo and Elad Gil why World Labs is building 3D generative foundation models, and why language was only one piece of the puzzle.
1:19:10ENA Robot-Arm Shot That Took Months Now Lives in a PromptPresenta: Nathan LabenzLuma Labs’ Amit Jain and Jiaming Song on Ray 2, few-shot camera concepts, and why they think video models sit on the path to multimodal AGI.
46:35ENThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.
54:45ENA Few Megabytes of Doom and a Few Gigabytes of Model: Why Runway Bets on GeneralizationPresenta: Nathan LabenzCTO Anastasis Germanidis tells The Cognitive Revolution why video is a fuller record of the world than text, why physics shows up without being programmed in, and how a small lab competes with unlimited compute.
49:14ENHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.
1:54:17ENMetaculus Flagged Covid in January 2020. Now It Is Putting AI on the Forecasting DeskPresenta: Nathan LabenzNathan Labenz talks with Metaculus CEO Deger Turan about epistemic security, a year-long bot tournament, and why a useful forecast is harder than an accurate one.
1:43:47ENThey want AI safety to quote failure odds the way civil engineers quote a bridgePresenta: Nathan LabenzNora Ammann and Ben Goldhaber walk Nathan Labenz through Guaranteed Safe AI: world models, safety specs, verifiers, and why a chatbot’s good character is the wrong type for a dam.
31:24ENSora's Leads: A Minute of HD Video Is Just the GPT-1 of Video ModelsPresenta: Sarah Guo, Elad GilAditya Ramesh, Tim Brooks, and Bill Peebles tell No Priors why text-to-video sits on the path to AGI, why they started from scratch instead of extending an image generator, and why they still have no product date.
2:47:17ENIf You Want Human-Level AI, Abandon Generative ModelsInvitado: Yann Lecun · Presenta: Lex FridmanYann LeCun tells Lex Fridman why autoregressive LLMs cannot plan, remember, or understand the physical world — and why open source is the only democratic answer.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstPresenta: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
2:45:10ENA Teenager Learns to Drive in Twenty Hours. A Car Still Cannot.Invitado: Yann Lecun · Presenta: Lex FridmanYann LeCun tells Lex Fridman why self-supervised world models are the missing dark matter of intelligence, and why machines are not even at the level of a house cat.
2:10:06ENYou Might Have to Understand the World to Understand the Letter AInvitado: Dileep George · Presenta: Lex FridmanDileep George on recursive cortical networks, why a five-year-old can read any new CAPTCHA, and what the Wright brothers actually learned from birds.
45:31ENYou Are Your Own Existence Proof: Karl Friston on Free Energy, Life, and Self-AwarenessPresenta: Lex FridmanKarl Friston explains how the free energy principle reframes existence, life, planning, and self-awareness as inference problems.
1:45:49ENTrust at Scale: Elicit's Founders on Reasoning Languages, World Models and Automating the CompanyPresenta: Nathan LabenzAndreas Stuhlmüller and Jungwon Byun explain how Elicit keeps frontier models checkable for high-stakes science, and where they think AI reasoning is heading.
56:20ENBiohub's Bet: Building Open AI World Models of Biology From Proteins Up to CellsPresenta: Sarah Guo, Elad GilMark Zuckerberg, Priscilla Chan and Alex Rives explain why Biohub pairs a frontier AI lab with frontier wet-lab biology, and why it releases tools like ESMFold2 as open source.
1:03:59ENBuilding a World Model of Life: Biohub's Alex Rives on Why Better Measurement Must Come Before Virtual CellsPresenta: Nathan LabenzBiohub's head of science explains why today's virtual cell models fall short, how a $1.8 billion data push aims to fix it, and what a five-year information-level model of the cell could unlock.
1:03:24ENWhy Sora Bet on People, Not Just PixelsPresenta: Jacob EffronThe Sora team explains how a video model became a social creation network, what cameos revealed about human creativity, and why the next frontier is world simulation.
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