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1:48:57ENAI Safety's Real Shortage Is Founders, Not IdeasPresenta: Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
38:14ENDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconPresenta: Sarah Guo, Elad GilThe Stanford diffusion pioneer tells No Priors why a 50-person lab is training language models that generate many tokens at once — and why that maps to GPUs the way transformers once mapped to training.
1:25:13ENA $500 Lamp Cut TB Transmission 90 Percent. Almost Nobody Buys OnePresenta: Nathan LabenzAerolamp's Misha Gurevich and Vivian Belenky walk Patrick McKenzie through far-UVC at 222 nanometers: the lab science, the safety case, and why the bottleneck is awareness rather than physics.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperPresenta: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
44:19ENThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
30:47ENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsPresenta: Sarah Guo, Elad GilLaura Deming on reversible cryopreservation: pause an organ—and someday a patient—so a few months no longer decide who lives long enough for the next therapy.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
46:26ZH朱啸虎:三年内看不到泡沫,共识太集中就错开十五度Invitado: 朱啸虎 · Presenta: 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Invitado: David Kirtley · Presenta: Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:01:49ENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolPresenta: Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
44:49ENHow OpenEvidence Became the Clinical OS for 40% of U.S. DoctorsPresenta: Sarah Guo, Elad GilFounder Daniel Nadler tells No Priors how a free search tool for physicians, not an answer engine for patients, took high-stakes clinical knowledge in 18 months.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyInvitado: Keyu Jin · Presenta: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersPresenta: Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:31ENTwo Hours a Day, 99th Percentile: How Alpha School Made 2-Sigma RealPresenta: Nathan LabenzMacKenzie Price explains how Alpha School uses adaptive apps—not chatbots—to finish core academics in two hours a day and still beat the growth models.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositPresenta: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
1:32:29EN17 Edits, Then 3 Prompts: Lovable Builds the Same App TwicePresenta: Nathan LabenzAnton Osika and Isaak Sundeman live-build a shopping comparison tool and argue that opinionated defaults—not open-ended agents—are how non-coders actually ship software.
52:06ENLinkedIn spent five years on graph neural nets. She wants any company to see value in four weeksKumo co-founder Hema Raghavan argues that the graph was always sitting in your warehouse tables — and that a SQL-like predict clause is how ordinary companies finally get to use it.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesPresenta: Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.Presenta: Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
39:45ENHarmonic’s Bet: Teach AI Math Directly, and the Riemann Hypothesis Falls by 2029Robinhood’s Vlad Tenev and Harmonic co-founder Tudor Achim tell Sequoia why math is reasoning, why Lean is the verifier, and why they refuse to wait for mathematical skill to emerge from scale.
42:42ENEthereum Once Held Two Thousand GPT-3 Clusters of GPUsPresenta: Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
34:09ENFive Independent Teams Found the Same 10-to-1 Mix That Beats TransformersPresenta: Sarah Guo, Elad GilThe authors of S4 and Mamba argue that mostly state-space layers plus a dash of attention is the architecture that actually works—and they are shipping it first as real-time speech.
1:29:14EN55% of People Have Had a Lucid Dream. Prophetic AI Wants the Rest to Have One Every NightPresenta: Nathan LabenzProphetic AI co-founders Eric Wollberg and Wesley Berry tell Ate-a-Pi how a headband of EEG and focused ultrasound, steered by a neural transformer, is meant to light up the prefrontal cortex during REM.
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