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1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Anime : Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileInvité : Joon Sung Park · Anime : Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
1:02:42ENMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationInvité : Osvald Nitski · Anime : Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of WorkInvité : Brendan Foody · Anime : Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:04:51EN125 million cells took a decade. The next billion takes monthsAnime : Nathan LabenzMark Zuckerberg and Priscilla Chan on pairing a frontier biology lab with a frontier AI lab so models train on data that was designed for them.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksInvité : Matt Fitzpatrick · Anime : Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasAnime : Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
48:00ENA Two-Second Vote Is Training Models to Be ClickbaitAnime : Jacob EffronSurge AI CEO Edwin Chen tells Redpoint why LMArena rewards length and emojis, how one lab's models got worse for a year, and why frontier labs are no longer on the same path.
1:32:38ENPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelAnime : Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.
1:17:01ENJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of WorkInvité : Jonathan Siddharth · Anime : Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotAnime : Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
41:36ENFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeAnime : Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
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.
1:01:49ENChatGPT's Co-Creator Left to Put Nature in the Reward LoopAnime : Nathan LabenzLiam Fedus and Ekin Dogus Cubuk on why language models still fail at physics, why literature data is too noisy to train on, and why Periodic Labs is aiming at a 200K superconductor.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Anime : Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
1:00:35ENMercor CEO Brendan Foody on Expert Data, AI Evaluations and GrowthInvité : Brendan Foody · Anime : Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
1:55:02ENA hundred experiments a day, and the valley of death in materialsAnime : Nathan LabenzRadical AI’s co-founders tell Nathan Labenz how a closed loop of frontier models and a self-driving lab is meant to collapse a forty-year materials cycle into less than a decade.
57:52ENThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Anime : Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyAnime : Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
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