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32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyPresenta: Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksPresenta: Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
44:16ENA perfect demo is ten years from a product you can pay forPresenta: Sarah Guo, Elad GilAndrej Karpathy uses Waymo's decade-long gap, Tesla's software bet, and a new AI course to argue that autonomous intelligence will stall at product and globalization, not at the first impressive clip.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Presenta: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
3:11:35ENSearch was always a hack: Marc Andreessen on AI, truth, and the next internetInvitado: Marc Andreessen · Presenta: Lex FridmanLex Fridman sits down with the Mosaic co-creator and Andreessen Horowitz founder to ask whether Google Search, the browser, and open-source AI survive the decade.
1:14:34ENInside the Frontier Lab: How Karina Nguyen Builds Products by Training the ModelInvitado: Karina Nguyen · Presenta: Lenny RachitskyOpenAI researcher Karina Nguyen explains synthetic data, evals, how Canvas and Tasks were made, and which human skills matter as models get smarter.









