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49:05ENJason Yuan on Hivemind, Social AI and the Risks of Sharing Between FriendsInvité : Jason Yuan · Anime : Ellis HamburgerThe founder describes an AI that asks people in a network for answers, creates opportunities for connection and must navigate imperfect privacy safeguards.
2:29:20ENThe Market Will Not Choose an Honest ModelAnime : Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsInvité : Nikesh Arora · Anime : Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonAnime : Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and FundraisingInvité : Ryan Petersen · Anime : Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIAnime : Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and RoboticsInvité : Rory O’Driscoll, Everett Randle · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
45:00ENLip-Bu Tan took the hardest job in chips to save IntelAnime : Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
38:45ENThe 25-agent town that became a Fortune 500 decision sandboxOn the day before Valentine's Day in a Stanford simulation, cafe owner Isabella decided to throw a party — no human wrote the plot.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvité : Aravind Srinivas · Anime : Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryInvité : Matan Grinberg · Anime : Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:44:28ENFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overAnime : Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Anime : Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:15:56EN20VC on IPO Expectations, Lean AI Startups and Investor RiskInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
51:09ENBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:45:59EN87% of Workers Use AI. Only 13% Say the Company Got Better.Anime : Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
1:48:47ENClaude Fable 5 Launch: Live Coding Tests, Costs and SafeguardsMatthew Berman · Forward FutureMatthew Berman reviews a week of early use, troubleshoots the launch-day rollout, and tests browser apps and open mathematical problems live.
1:14:30ENRoman Chernin on AI Compute Demand, Inference and InfrastructureInvité : Roman Chernin · Anime : Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42ENJacob Lauritzen on AI Engineering, Legal Work and Building LegoraInvité : Jacob Lauritzen · Anime : Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:22:36ENA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesAnime : Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
44:52ENAnthropic’s Recursive Self-Improvement Report: Evidence, Limits and a Debate Over Slowing AIMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s 2026 claims about AI-assisted development, research benchmarks and possible paths to autonomous self-improvement.
1:39:00EN20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:31:56ENWhen AI Builds Itself: Anthropic’s Recursive Improvement Essay and Its LimitsMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s internal coding and research claims, questions its proposed slowdown, and considers what autonomous AI development could mean.
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