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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.
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.
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.
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.
1:03:05ENHarrison 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.
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.
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.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:12:06ENMax Freeman on Building Ramp’s Sales MachineInvitado: Max Freeman · Presenta: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerPresenta: Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvitado: Venky Ganesan · Presenta: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvitado: Chase Lochmiller · Presenta: Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
35:39ENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioPresenta: Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvitado: Alex Mashrabov · Presenta: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:08:54ENParag Agrawal on Web Search and Business Models for AI AgentsInvitado: Parag Agrawal · Presenta: Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearPresenta: Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:19:04ENDaniel Dines on AI Agents, Enterprise Work and the Limits of AutomationInvitado: Daniel Dines · Presenta: Harry StebbingsThe UiPath co-founder argues that companies need a map of work and reliable automation alongside AI, while Harry Stebbings challenges his assumptions about how fast jobs will change.
1:19:54ENThomas Sohmers on AI Inference, Memory and Data-Center GrowthInvitado: Thomas Sohmers · Presenta: Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
38:14ENDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconPresenta: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:16:29ENDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvitado: David Morehead · Presenta: Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionInvitado: Matteo Franceschetti · Presenta: Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
45:10EN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsPresenta: Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsInvitado: Jean-Denis Greze · Presenta: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
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