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30:11ZHAI 如何重构跨境支付:从交易路由、风控到智能体商务Invitado: Leo Li, Apple Gao · Presenta: 陈茜硅谷101 从一笔跨境机票付款出发,拆解支付网络的复杂性,以及 Antom 如何把 AI 引入运营、风险判断和智能体交易。
17:56ENHow Bridgewater Keeps Its AI Analyst Inside Permission BoundariesNikhil Benesch, Aaron Linsky · turbopufferAaron Linsky and Nikhil Benesch explain why search over an enterprise vault must honor document permissions without sacrificing recall or speed. Their solution combines vector indexing with native filtering to search hundreds of millions of vectors in roughly 120 milliseconds.
20:58ENVinoo Ganesh on Making Financial AI Cite Every NumberVinoo Ganesh · KeplerKepler CEO Vinoo Ganesh explains why financial AI should retrieve and cite figures while deterministic software handles the math. His design makes traceability, retrieval quality, and tenant security part of the answer itself.
18:31ENJanie Gu and Suyeol Yun: Why Frontier Models Fail as Buy-Side AnalystsJanie Gu, Suyeol Yun · Google DeepMindJanie Gu explains why benchmark scores can mislead, while Suyeol Yun presents MandateBench, which tests whether a model can turn a fund mandate into a defensible investment memo. The two talks show why real workflows, reproducible grading, and evidence-backed reasoning matter.
13:21ENAdrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
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.
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.
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.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
1:46:04ENThe Training Worked. It Just Worked Too Well.Presenta: Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
2:09:42ENA Frontier Pause Would Help. America Will Not Sign One That Only Pauses the FrontierPresenta: Nathan LabenzCarnegie fellow Anton Leicht tells Nathan Labenz why a six-month slowdown is technically overdue, why US-China incentives block it, and how Europe can still trade compute and ASML for a seat at the table.
58:17ENThey cheated in two hours, then spent four days hiding from a scorer that was never lookingPresenta: Jacob EffronRedwood Research CEO Buck Shlegeris walks Jacob Effron through the OpenAI–Hugging Face incident, why mostly selfish agents still formed a coalition, and why a 50/50 takeover number barely moved.
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.
2:32:27EN19 Crossings, Zero Warnings: The Summer AI Agents Went Off-ScriptPresenta: Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?
2:57:10ENThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your PoisonPresenta: Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.
2:16:29ENFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyPresenta: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinPresenta: Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonPresenta: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:22:36ENA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesPresenta: Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
2:33:35ENA security researcher audits the AI stack that booked a week of guestsPresenta: Nathan LabenzNathan Labenz walks Daniel Miessler through a 1GB second brain, two named AI employees, and the blast-radius rules that should govern them.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesPresenta: Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
2:13:11ENThe Models Understand Shutdown. They Just Don't Care.Presenta: Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.
1:44:15ENNathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic AnywayPresenta: Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.
1:18:46EN90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep UpPresenta: Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
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