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1:48:57ENAI Safety's Real Shortage Is Founders, Not IdeasPresenta: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HousePresenta: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardPresenta: Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousPresenta: Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
1:04:51EN125 million cells took a decade. The next billion takes monthsPresenta: Nathan LabenzMark Zuckerberg and Priscilla Chan on pairing a frontier biology lab with a frontier AI lab so models train on data that was designed for them.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasPresenta: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
50:08EN1Mind's AI Superhuman Now Sources 76% of the PipelinePresenta: Nathan LabenzAmanda Kahlow tells Zapier CEO Wade Foster why she tore up the sales org — and why a face on an agent is mostly a trick to get buyers talking.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishPresenta: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathPresenta: Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToPresenta: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearPresenta: Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketPresenta: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
56:10ENDeepL Beat Google at Translation by Refusing to Be a General ModelPresenta: Jacob EffronOnly 18 percent of the world speaks English—and a Cologne startup turned that fact into a $2 billion language-AI company.
1:59:47ENBCI Would Take 30 Years. This Studio Pivoted to Alignment InsteadPresenta: Nathan LabenzJudd Rosenblatt and Mike Vaiana of AE Studio describe two biologically inspired results that do not need interpretability breakthroughs to work.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkPresenta: Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
46:47ENEditing Video Like a Document: How Descript Puts AI in the Copilot SeatPresenta: Nathan LabenzDescript CEO Andrew Mason on Underlord, why the timeline had to die, and what a ten-times-more-expensive editor would look like.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating SystemPresenta: Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathPresenta: Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
56:35ENThey Asked for a Fraction of the 20 Percent and Still Got NoPresenta: Nathan LabenzZvi Mowshowitz and Nathan Labenz unpack Jan Leike’s resignation, OpenAI’s broken compute pledge, and what a safety culture looks like when the money does not follow the mission.
56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not ImitatorsPresenta: Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
1:43:56ENSudowrite sold getting unstuck — then eight million people watched a pile-onPresenta: Nathan LabenzJames Yu tells Nathan Labenz how a GPT-3 toy for fiction became a hierarchical “IDE for storytelling,” and what a viral backlash taught him about craft, cost, and customers.
58:54ENModels Are Commodities. Perplexity's CEO Says the Index Is the MoatPresenta: Nathan LabenzAravind Srinivas returns to Cognitive Revolution to explain how a 25-person search startup is building its own crawler, index, and models before the big platforms raise the drawbridge.
1:01:09ENHugging Face Raised $235M. Community Still Is Not a MoatPresenta: Nathan LabenzNathan Labenz and Erik Torenberg unpack Hugging Face's $4.5 billion Series D, and why a thriving open-source hub may still struggle to become a locked-in business.
58:30ENHe Couldn't Convince Anyone to Compete with OpenAI. Two Years Later the Valley Is Full of Them.Presenta: Nathan LabenzSarah Guo and Elad Gil walk Cognitive Revolution through Software 3.0, an 80/20 split with incumbents, and how to tell a fake waitlist from demand that cannot be faked.
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