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1:26:46ENThere Likely Is a Level of Intelligence We Shouldn't Go PastPresenta: Nathan LabenzNathan Labenz brings notes from The Curve, a chip startup whose token bill beat payroll, and a software industry that now performance-reviews people for Claude slop.
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.
1:28:08ENThe 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.
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.
1:05:21ENThe Bridge From Model to Workflow Is a Trillion-Dollar BusinessBox CEO Aaron Levie argues that the money in this cycle sits in the messy gap between frontier models and real enterprise work — and that coding's overnight diffusion will not repeat for everyone else.
3:15:53ENThe Goal Is Pax Robotica, Not Winning the AI RacePresenta: Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Presenta: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersPresenta: Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextPresenta: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksPresenta: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Presenta: Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
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.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersPresenta: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExplorePresenta: Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
1:57:46EN30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingPresenta: Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIPresenta: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
45:00ENLip-Bu Tan took the hardest job in chips to save IntelPresenta: Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Presenta: Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
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.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsPresenta: Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
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.
1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywherePresenta: Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
38:24ENServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessPresenta: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
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