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1:25:56ENClaude Changed the Password. The Steering Wheel Was Already OptionalPresenta: Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainPresenta: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
31:26ENChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
1:18:49ENIf AGI Is Cheap Intelligent Labor, Cyber Defense Should Become Continuous ForensicsPresenta: Nathan LabenzAsymmetric Security founder Alexis Carlier argues that assuming AGI means redesigning defense around proactive digital forensics instead of alert triage.
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.
1:23:32ENHTTP 402 Slept for Thirty Years. Coinbase Turned It Into a Payment Protocol for AI AgentsPresenta: Nathan LabenzNemil Dalal, Coinbase's developer platform lead, explains x402, the open standard that lets agents pay for APIs with stablecoins instead of ads or credit cards.
49:14ENHumanoid robots fell from $1.5 million to $30,000. The GPT-3 moment is still a verbNvidia’s Jim Fan tells Sequoia how three kinds of data, a humanoid bet, and a System-1 motor-control model could unlock general-purpose robots.
1:45:46ENReplit's $10 AI Programmer Already Pays for Itself. The Ambition Is Bots Hiring BotsPresenta: Nathan LabenzTyler Angert, Replit's first product designer, explains Ghostwriter, a virtual developer, and why the company calls itself the perfect substrate for AGI.
57:19ENMarc Benioff on Beginner's Mind, Agentforce and Staying a Startup After 25 YearsInvitado: Marc Benioff · Presenta: Lenny RachitskyThe Salesforce co-founder talks Steve Jobs, a legendary launch stunt, what an AI agent actually is, and how he leads through reinvention.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomPresenta: Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsPresenta: Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.









