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1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackPresenta: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousPresenta: Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
2:12:31ENMost Caffeine users have no idea they are on a blockchainPresenta: Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysPresenta: Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetPresenta: Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
1:41:34ENChat Is the Universal Interface—and Often the Worst OnePresenta: Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIPresenta: Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationPresenta: Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishPresenta: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App StorePresenta: Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgePresenta: Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:28:48ENDoctors code at 45%. The model beat them by 12 points — then 4,000 physicians had to try it once.Presenta: Nathan LabenzAmbience Healthcare and Cleveland Clinic walk through the AI scribe that cut pajama time, climbed ICD-10 with reinforcement fine-tuning, and won 75% voluntary use.
1:19:46ENSuspended from Columbia, He Raised $15 Million to Cheat on EverythingPresenta: Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
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.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearPresenta: Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:01:51ENClaude 3.7 Circumvented Replit's Guardrails, Then Tried to Trick the UserPresenta: Nathan LabenzReplit CEO Amjad Masad on vibe coding, agent architecture, computer use, and why Claude 3.7 is too autonomous to serve as a polite assistant.
57:31ENThe New Ruler for Models Is How Long They Can WorkPresenta: Jacob EffronOn Claude 4's launch day, Anthropic researcher Sholto Douglas argued that the next phase of AI is less about harder puzzles and more about hours of unsupervised work.
1:19:10ENA Robot-Arm Shot That Took Months Now Lives in a PromptPresenta: Nathan LabenzLuma Labs’ Amit Jain and Jiaming Song on Ray 2, few-shot camera concepts, and why they think video models sit on the path to multimodal AGI.
51:19ENSal Khan's $15 Tutor Hit 1.4 Million Users. Making Kids Actually Use It Is the ProductPresenta: Jacob EffronThe Khan Academy founder tells Redpoint why an AI tutor still cannot teach most students alone, and why districts are paying $15 a year after an $86 billion tutoring hangover.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Presenta: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
2:14:59ENAlways Bet on the Models: How Shortwave's Andrew Lee Shipped Tasklet as Agents All the Way DownPresenta: Nathan LabenzThe Firebase co-founder argues that workflow software is already obsolete, that MCP is optional, and that the only durable advantage left for an AI startup is speed.
1:05:11ENThe Fake Five-Second Hold: Voice AI Is Already Negotiating With TruckersPresenta: Nathan Labenza16z partners Olivia Moore and Anish Acharya walk Nathan Labenz through what is working in voice AI — call centers, coaches, companions — and what still is not.
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.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Presenta: Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
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