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1:15:51ENThe AI Race, Founder Loyalty and the New Rules of Enterprise SoftwareInvitado: Dev Ittycheria, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Dev Ittycheria, Jason Lemkin and Rory O’Driscoll debate model competition, startup exits and what happens when AI agents choose vendors.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Presenta: Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
40:58EN99% of Factory Robots Are Dumb. Covariant Wants the Smart Ones Working in Warehouses FirstPresenta: Sarah Guo, Elad GilFormer OpenAI researcher Peter Chen explains why robot foundation models have to be trained on production floors, not in labs.
53:37EN30 models, 42 scenarios, 7 metrics: Percy Liang's public checkup for language modelsPresenta: Sarah Guo, Elad GilA PubMed-only model once led the U.S. medical licensing exam — until a system roughly 200 times larger overtook it.
1:19:50ENIt's 1997 for AI: Benedict Evans on Why It's a Huge Deal, but Only as Big as the InternetPresenta: Lenny RachitskyAnalyst Benedict Evans explains why he thinks AI is as big as the internet or mobile and no bigger, and what that means for jobs, model companies, distribution and the backlash.
1:48:13ENRobotics Hits Its GPT-3.5 Moment: Inside Gemini Robotics, From Embodied Reasoning to OrigamiPresenta: Nathan LabenzGoogle DeepMind researchers Keerthana Gopalakrishnan and Ted Xiao explain how Gemini Robotics works, what it can and cannot do, and where the field goes next.








