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15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
1:05:44ENMarvin Schwaibold on AI-Powered Design, Interactive Prototypes and Better WebsitesAaron Epstein, Marvin Schwaibold · Y CombinatorShopify’s product design studio lead shows how he uses AI to build and refine interactions, then reviews six websites with Aaron Epstein.
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.
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.
19:37ENJay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.
34:11ENAnatoliy Bilenko and Alberto Carretero: Making Database Protocols Reliable with Formal Methods and AIAnatoliy Bilenko, Alberto Carretero · CanonicalCanonical’s database engineers connect executable specifications, model-based tests, failure exploration, and reconstructed execution histories—and explain why none of these techniques proves a real system correct on its own.
1:48:29ENHow AI Is Changing Programming: John Crepezzi and Ron MinskyYaron Minsky, John Crepezzi · Jane StreetJane Street’s AI tooling lead and the Signals and Threads host examine agent infrastructure, security, code review and the changing experience of writing software.
12:49ENAlex Mashrabov: Higgsfield agents that choose models and launch their own GPUsAlex Mashrabov · HiggsfieldAt OpenAI DevDay 2026, Higgsfield's CEO walks through why a continuous media experience needs an agent that picks models, scores its own output, and provisions GPUs — including a live 10-hour AI stream small teams can now ship.
13:12ENAlexandra Lato on Building Stack Overflow for Agents and Stack Internal with CodexAarti Bagul, Alexandra Lato · OpenAIStack Overflow’s VP of Product explains how a small team used Codex with opposite constraints on two products—and why agent-native design means letting agents contribute knowledge, not just read it.
1:36:37ENAaron Bauer on Teaching Software Engineering in the Age of AIYaron Minsky, Aaron Bauer · Jane StreetHow learning goals, active practice and editor design shape engineering education when models can generate the code.
1:05:45ENCyrus Omar on Live Programming and a Computational Commons for Humans and AICyrus OmarA demonstration of Hazel shows how immediate feedback, structured collaboration and carefully scoped permissions could support people and AI agents working together.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
1:16:29ENGrant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
1:34:36ENNate Foster: Treating the Network as a ProgramYaron Minsky, Nate Foster · Jane StreetFrom programmable switches to BGP, a programming-languages researcher explains how higher-level policies and formal models can make networks easier to change.
1:08:22ENMark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.
46:35ENJon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.
1:48:21ENWill Wilson on Deterministic Simulation and the Hard Problems of Software TestingYaron Minsky, Will Wilson · Jane StreetThe Antithesis co-founder explains how replayable simulations explore complex software, why properties matter and where testing meets its limits.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
1:12:58ENChris Lattner on Mojo and the Search for Portable GPU PerformanceYaron Minsky, Chris Lattner · Jane StreetRon Minsky and Chris Lattner discuss the language and compiler design behind Modular’s effort to make accelerator programming both portable and fast.
1:01:23ENWill Crichton on Making Rust More UnderstandableWill Crichton · Brown UniversityOwnership visualizations, interactive trait diagnostics and program slicing illustrate an evidence-based approach to developer tools.
58:47ENDaniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
1:27:41ENRon Minsky on the Saga of Multicore OCaml at Jane StreetYaron Minsky · Jane StreetA production migration exposed garbage-collector regressions, led to a new pacing design, and illustrated the difficulty of turning research into reliable infrastructure.
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