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1:06:47ENEighty percent of what agents do should still be ordinary codePresenta: Nathan LabenzZapier CEO Wade Foster tells Nathan Labenz that models top out at 40% on real automation tasks, users will not leave their daily driver, and the winning move is headless tools delivered through MCP.
48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
40:22ENBuilding Gets Easier Near AGI. Knowing What to Build Does Not.Listen Labs CEO Alfred Wahlforss on AI interview agents, a 30-million-person audience, and why transcripts beat credit-card data when you need to predict customers.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesPresenta: Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:37:43ENCisco wants two extra network layers so agents can share intentPresenta: Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
1:40:46ENGive an agent a thousand tools and it will pick the wrong bladePresenta: Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
59:43ENGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
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.
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
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.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonPresenta: Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
1:33:50ENEvals Are the New PRDs: Inside Anthropic's Research Product TeamPresenta: Lenny RachitskyDianne Penn, Anthropic's head of product for research and Labs, explains how the company found its identity, how her team turns user feedback into evals, and why human judgment still matters.
1:06:22ENWhen AI Writes 90% of the Code: Anthropic's CPO on New Bottlenecks, Builders and MCPPresenta: Lenny RachitskyMike Krieger on how product work changes inside Anthropic, why he shut down Artifact, and where AI founders can build without being squashed.






