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42:39ENHow the Midterms Could Reshape the 2028 Data Center BuildoutInvité : Maya Barkin, Wayne Ma, Jeremie Eliahou Ontiveros · Anime : Jordan NanosSemiAnalysis examines permitting, grid costs and the local backlash behind a more uncertain US data center pipeline.
46:14ENKevin Roose on Reporting AI History and Choosing What to DelegateInvité : Kevin Roose · Anime : Natalia QuinteroThe journalist discusses The AGI Chronicles, interviewing a secretive industry, AI-assisted research and his distinction between weightlifting and forklifting.
17:50ENPeter Yang’s Five Steps for Using AI to Help Care for His MotherYang uses a shared care brief and organized records to navigate appointments, while making time for family.
1:11:12ENDynamic programming for decisions under uncertaintyMarco Pavone · Stanford UniversityMarco Pavone builds from the principle of optimality to Markov decision processes and explains why exact solutions become expensive.
18:01ENHow NatWest Tests Customer-Facing AI Agents Before LaunchJonathan Osborne · NatWest GroupJonathan Osborne explains routing controls, human validation, unreliable LLM judges and shadow deployment in a regulated bank.
12:24ENJoe Hudson on Decisions, Boundaries and Learning from ActionInvité : Joe Hudson · Anime : Chris WilliamsonChris Williamson and Joe Hudson discuss how to notice self-compromise, seek advice without surrendering judgment and remain open while acting decisively.
19:48ENWhy Datasite Bought Its Document Parser Instead of Building ItAdit Abraham, Raj Bakhru · ReductoRaj Bakhru and Reducto CEO Adit Abraham discuss the engineering trade-offs behind AI for transaction data rooms.
19:19ENApprove the Application, Not the AI Model: Building Evaluation Gates for a BankDoneyli De Jesus · Langfuse by ClickHouseDoneyli De Jesus explains how a bank tested an AI agent on its own data, added a calculator and used domain experts to set production gates.
2:43:00ENSam Tallent and Joe Rogan on Writing, Comedy, and Finding PerspectiveInvité : Sam Tallent · Anime : Joe RoganThe comedian and author discusses his novel Brut, the demands of touring and the value of creative work beyond online approval.
31:44ENTheo on Improving Agent-Generated UI With Iterative ReviewsTheoA T3 Code experiment uses multiple model reviewers, screenshots and repeated changes to improve an interface, while exposing the limits of subjective scores.
53:41ENEthan Mollick on Entrepreneurship, AI Agents, and Preserving Human JudgmentInvité : Ethan Mollick · Anime : Marina MogilkoThe Wharton professor explains how to use AI as a managed collaborator while retaining the skills and choices that matter to you.
12:58ENMatthew Berman on Building Personal Software With AIMatthew Berman · Forward FutureA homemade PDF reader leads Berman to argue that coding agents could make customized consumer software more accessible.
16:51ENCristóbal Valenzuela on Interactive Video Models and Runway’s ContinuumCristóbal Valenzuela · RunwayRunway’s co-founder traces next-frame prediction from early generated film to research prototypes for interactive visual interfaces.
19:42ENWhat Drives AI Agent Costs: Cache Hits, Input Tokens and TurnsGeorge Cameron · Artificial AnalysisArtificial Analysis co-founder George Cameron breaks down an agent benchmark and a framework for choosing models by cost and capability.
12:25ENThe Fat Electrician Tells the Story of Sergeant Reckless, the Korean War HorseInvité : The Fat Electrician · Anime : Chris WilliamsonChris Williamson and his guest swap stories about military animals, from Wojtek the bear to a Marine Corps horse.
20:35ENGraph Engineering for Agents: Explicit Procedures, Memory and GovernanceZachary Blumenfeld · Neo4jNeo4j’s Zachary Blumenfeld describes three kinds of graphs and demonstrates a graph-shaped loan-review skill.
1:08:18ENAlex Davis on Concentrated Investing, AI Compute, and Private-Market RiskInvité : Alex Davis · Anime : Alex HeathThe Disruptive investor explains his new fund, his approach to late-stage companies and his concerns about speculative infrastructure and private-market vehicles.
28:43ENHow leaders make room for calm when plans keep changingInvité : DJ Patil, Raina Kumra, Hayden Brown, Baratunde Thurston, John Mills, Dara Treseder, William Treseder · Anime : Bob SafianA double pendulum, wildfire warnings and a family’s “glass balls” offer different ways to navigate uncertainty.
36:45ENGarry Tan on YC Founders, Personal AI Agents and Open MarketsInvité : Garry Tan · Anime : Walter IsaacsonIn a June 2026 interview, the Y Combinator CEO discusses founder selection, AI’s effect on work and the risk of concentrated platform power.
11:59ENUse two AI agents to turn a prototype into a front-end specificationDevin Chasanoff · GoogleDevin Chasanoff separates planning from documentation so Gemini can help a user design an app before building it.
17:13ENHow Factory Separates AI Agents from the Compute They Run OnNikhil Harithas · FactoryNikhil Harithas explains a proposed compute lifecycle layer, outbound relay and customer-controlled deployment for enterprise agents.
51:52ENHow GDPx Tests Frontier AI: Inside SemiAnalysis’s New BenchmarkInvité : Max Kan, Andrew Megalaa · Anime : Jordan NanosThe team behind GDPx explains task quality, domain selection, grading and the trade-off between public scrutiny and private evaluations.
59:18ENScott Nolan on Rebuilding US Uranium Enrichment and the Cost of Nuclear PowerInvité : Scott Nolan · Anime : John CollisonThe General Matter CEO talks with John Collison about fuel supply, a planned Kentucky facility and lessons from SpaceX.
34:48ENZach Lloyd on the Infrastructure Behind a Software FactoryInvité : Zach Lloyd · Anime : Shawn Wang (swyx)Warp’s founder explains how teams can define, observe and improve agentic development workflows—and when the additional infrastructure may be excessive.
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