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1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedPresenta: Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
2:50:40ENThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Presenta: Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token OnePresenta: Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoPresenta: Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App StorePresenta: Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
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.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Presenta: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
2:27:59ENA 10-to-90% P(doom) Host Gets Asked If His Show Sounds Like ItPresenta: Nathan LabenzNathan Labenz and Liron Shapira sit on the same side of the table and test a week of AI news against the question of how likely extinction actually is.
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.
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.
1:03:22ENA 40-person team at $35 million ARR: HeyGen made AI avatars a business, not a demoPresenta: Nathan LabenzJoshua Xu and Benchmark’s Victor Lazarte tell Nathan Labenz how a camera-replacement product grew past 40,000 business customers — and why half the faces on this episode are fake.
35:24ENScott Belsky: Models Are Commoditizing. Controls, Data, and Taste Are the MoatPresenta: Jacob EffronAdobe’s chief product officer tells Unsupervised Learning why Project Neo leaking into Firefly, a three-second Premiere extend, and Superhuman-priced software all point to the same shift.
1:29:14EN55% of People Have Had a Lucid Dream. Prophetic AI Wants the Rest to Have One Every NightPresenta: Nathan LabenzProphetic AI co-founders Eric Wollberg and Wesley Berry tell Ate-a-Pi how a headband of EEG and focused ultrasound, steered by a neural transformer, is meant to light up the prefrontal cortex during REM.
1:34:11ENFrom forty hours in a scanner to one: reconstructing what you see from a shared brain spacePresenta: Nathan LabenzPaul Scotti explains how MindEye2 maps a new person's fMRI into CLIP with an hour of data, and why a linear layer plus better image generators changed the cost of reading minds.
1:01:53ENCompanion Apps Open Twice as Often as TikTok. a16z Only Funds Weird but WorkingPresenta: Nathan Labenza16z consumer partners Anish Acharya and Justine Moore walk Nathan Labenz through their Abundance Agenda for AI-native consumer apps.
1:21:28ENThe Prompt Is a Bug: Suhail Doshi’s Bet on Control Over PixelsPresenta: Nathan LabenzThe Mixpanel founder tells Nathan Labenz how a cloud browser, a canceled tweet, and a Thursday weight drop shaped Playground AI’s bet on images.
1:30:21ENA Million DALL-E Images, Distilled into Twelve Minutes of FilmPresenta: Nathan LabenzWaymark’s Stephen Parker and Josh Rubin walk through how they turned stills from DALL-E 2 into The Frost, a narrative short, and what the next generation of video models changes.
2:32:49ENGPT-4 Failed a Hollow Top Hat. Hollywood's AI Deal Closed Only Half the Loopholes.Presenta: Nathan LabenzWriter Trey Kollmer returns with a strike update, a copyright briefing, and a riddle that still fools the best model.
1:03:40ENWho Banks the AI Wave: Startups or the Giants Already in Place?Presenta: Nathan LabenzStability AI’s Emad Mostaque and Slow Ventures’ Sam Lessin debate whether generative AI is a reshuffler for new companies or an extender for Meta, Google, and Hollywood.
1:41:45ENThe Writers Aren't Luddites. They're Bargaining Over Who Holds the ModelsPresenta: Nathan LabenzThree WGA members tell Nathan Labenz what ChatGPT can already do in a writers’ room — and which two studio nightmares the strike is trying to lock out.
1:20:55ENA Custom Voice Used to Cost $10,000. Ten Minutes of Audio Now Clones It.Presenta: Nathan LabenzPlay.ht CEO Mahmoud Felfel tells Nathan Labenz how text-to-speech jumped from robotic cloud APIs to director-level voice generation — and why the company is racing to put brakes on abuse.
48:58ENNotebookLM's Accidental Podcast Hit: A 20% Project, a Tiny Team, and a Remixable AI EditorPresenta: Lenny RachitskyRaiza Martin explains how NotebookLM's Audio Overviews became a viral demo, how Google Labs let a tiny team ship like a startup, and where the product goes next.
53:02ENAdobe's Firefly Bet: A Billion Beta Images, Creative Control, and Trust at ScalePresenta: Jacob EffronAdobe's Alexandre explains how Firefly moved from research to product, how Adobe balances creative control with generative speed, and why trust and feedback loops are central to its AI strategy.
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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