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1:10:12ENOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayPresenta: Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
1:35:29ENUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinPresenta: Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackPresenta: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:45:59EN87% of Workers Use AI. Only 13% Say the Company Got Better.Presenta: Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
1:57:56ENA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding PipelinePresenta: Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedPresenta: Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data UsablePresenta: Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysPresenta: Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:13:24ENRed Teams Still Land 25% of Attacks. Insurance Is the Brake.Presenta: Nathan LabenzAI Underwriting Company co-founders Rune Kvist and Rajiv Dattani tell Nathan Labenz how standards, audits, and insurance could unlock enterprise agents without waiting for a nuclear-style freeze.
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.
1:41:34ENChat Is the Universal Interface—and Often the Worst OnePresenta: Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyPresenta: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
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.
38:48ENTask Length Doubles Every Few Months. Nathan Labenz Still Wants Humans in ChargePresenta: Nathan LabenzAt Imagine AI Live, the Cognitive Revolution host maps structured AI agents against autonomous agentic systems—and tells businesses to keep final control.
44:21ENMercor's CEO: Knowledge Work's Next Job Is Writing EvalsPresenta: Jacob EffronBrendan Foody tells Redpoint how Mercor turned AI hiring and expert data into a $100 million round — and why he thinks a huge slice of white-collar work will become creating tests for models.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallPresenta: Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:05:11ENThe Fake Five-Second Hold: Voice AI Is Already Negotiating With TruckersPresenta: Nathan Labenza16z partners Olivia Moore and Anish Acharya walk Nathan Labenz through what is working in voice AI — call centers, coaches, companions — and what still is not.
54:55ENNew Jersey Cut Phone Waits from 40 Minutes to 90 SecondsPresenta: Nathan LabenzGovernor Phil Murphy on the state AI assistant, a Princeton hub, and why he wants the best catcher's mitt in the country when superhuman systems arrive.
1:29:02ENShe Never Sees a Row of Your Data. The Answers Still Clear 95%.Presenta: Nathan LabenzIllumex CEO Inna Tokarev Sela tells Nathan Labenz how a Platonic industry ontology, trained only on metadata, collapses enterprise software into one conversation.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xPresenta: Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:29:00EN14,000 people applied. Thirty-three got in. The jobs are at Homeland Security.Presenta: Nathan LabenzMichael Boyce, director of the DHS AI Corps, tells Nathan Labenz how the largest civilian AI team in the U.S. government is being built — and what it is already shipping.
1:04:54ENHe bet company equity that Transformer would last — then drew an AI map for 12,000 companiesPresenta: Jacob EffronDatabricks chief AI scientist Jonathan Frankle tells enterprises when to prompt, fine-tune, or pre-train, and why he still refuses to forecast the next architecture.
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.
1:12:41ENThe 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.
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