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2:16:29ENFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyAnime : Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksAnime : Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HouseAnime : Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinAnime : Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
49:12ENThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
3:46:18ENIf You Take Slavery Out of the Picture, There Is No Civil WarInvité : Gary Gallagher · Anime : Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His InboxAnime : Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Anime : Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
51:31ENThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackAnime : Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
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.
2:23:38ENDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment TargetAnime : Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.
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.
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.
1:47:38EN19 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.
1:01:27ENTwo 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.
1:57:46EN30% 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.
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.
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