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1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointAnime : Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
47:43ENMaking GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsInvité : Everett Randle · Anime : Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIAnime : 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.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeAnime : Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of VentureInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
2:27:18ENTurn Down AI's Deception Knob, and It Starts Reporting ExperienceAnime : Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIInvité : Joelle Pineau · Anime : Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationAnime : Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
2:45:26ENDan Houser on Fake Worlds You Want to Live InInvité : Dan Houser · Anime : Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
55:03ENNeil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledAnime : Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32ENMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvité : David Cahn · Anime : Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Anime : Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishAnime : 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.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareAnime : Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
44:10ENOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
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