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1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkInvité : Arvind Jain · Anime : Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token OneAnime : Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberAnime : Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersAnime : Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvité : Mike Mignano · Anime : Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsInvité : Clay Bavor · Anime : Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipAnime : Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperAnime : Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreAnime : Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayInvité : Anthony Kaldellis · Anime : Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvité : K. R. Sridhar · Anime : Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvité : Paul Erlanger · Anime : Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:57:46EN30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingAnime : Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
36:19ENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsAnime : Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
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.
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