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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。
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.
26:41ENAnekha Sokhal on Moshi, a Recommendation Engine for Commodity TradersInvitado: Anekha Sokhal · Presenta: swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
45:10EN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsPresenta: Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyPresenta: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Presenta: Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
1:23:32ENHTTP 402 Slept for Thirty Years. Coinbase Turned It Into a Payment Protocol for AI AgentsPresenta: Nathan LabenzNemil Dalal, Coinbase's developer platform lead, explains x402, the open standard that lets agents pay for APIs with stablecoins instead of ads or credit cards.
38:48ENWho Wants to Chat With an Expense Report?Ramp CEO Eric Glyman tells Sequoia why the chatbot gold rush missed the point, and why the better analogy for company finance is a Waymo: self-driving money.
48:20ENNot Spending $100 Is a Hundred Times Better Than a Dollar BackPresenta: Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
33:10ENA Weekend Prototype Now Autocompletes a Third of Brex ExpensesPresenta: Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating SystemPresenta: Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
39:25ENThree Engineers, Three Weeks: The Internal LLM Tool Half of Stripe Uses Every WeekPresenta: Sarah Guo, Elad GilEmily Glassberg Sands, Stripe's head of information, explains how a non-AI company got generative AI into employees' hands, then into Radar, Sigma, and the products customers actually pay for.
2:59:57ENThe Farmer With a $50 Phone: Sergey Nazarov on Oracles, Trust, and Hybrid Smart ContractsInvitado: Sergey Nazarov · Presenta: Lex FridmanThe Chainlink co-founder tells Lex Fridman how definitive truth, oracle networks, and cryptographically guaranteed contracts could leapfrog banks, insurers, and marble-column confidence.
1:49:56ENA 21-Year-Old at a Party Called GameStop. He Was Right.Invitado: Richard Craib · Presenta: Lex FridmanNumerai founder Richard Craib talks with Lex Fridman about WallStreetBets, crowdsourced machine learning, and why finance is a machine for pulling the future into the present.
51:14ENTrust, Then Verify: How Square Let 99 Percent of Merchants InInvitado: Jack Dorsey · Presenta: Lex FridmanJack Dorsey tells Lex Fridman why Square is an access company, why the internet needs a native currency, and why self-awareness is being outsourced to algorithms.
36:05ENContracts, Not Chips, Are the Collateral: How the AI Compute Buildout Gets FinancedPresenta: Sarah Guo, Elad GilMagnetar's Neil Tiwari explains the debt structures behind GPU clouds, why power and steel now limit the buildout, and why he thinks the selloff in software is overdone.
12:53ENPrinciples, Not Black Boxes: Ray Dalio on When to Trust AIInvitado: Ray Dalio · Presenta: Lex FridmanRay Dalio explains how Bridgewater turns human thinking into algorithms, why machine learning is risky when the future differs from the past, and why writing down principles is the route to better decisions.
35:37ENPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade ElectionsPresenta: Sarah Guo, Elad GilThe Kalshi CEO explains how his regulated exchange beat the CFTC in court, why he sees event contracts as hedging rather than gambling, and why he thinks market prices beat polls and pundits.









