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1:09:44EN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerAnime : Sarah Guo, Elad GilMisha Laskin tells No Priors how Reflection trained Beam, why reinforcement learning outspent pre-training, and why the West needs its own open weights.
3:15:53ENThe Goal Is Pax Robotica, Not Winning the AI RaceAnime : Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
5:15:51ENDHH Did Not Write a Line of Omarchy QuattroInvité : DHH · Anime : Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
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.
1:06:36ENBills 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.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvité : FFmpeg · Anime : Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
1:57:29ENFrontier vision models score 12.5%: Joseph Nelson on the real waterline of computer visionAnime : Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.
1:34:29ENThree IMO Golds Missed the Same Problem. Harmonic Wants Math to CompileAnime : Nathan LabenzVlad Tenev and Tudor Achim built Aristotle to emit Lean proofs a kernel can check—and they argue that is how mathematical superintelligence stays trustworthy.
3:15:52ENThe Voice Note His Bot Couldn't Handle — and the Agent That Built Itself AnywayInvité : OpenClaw · Anime : Lex FridmanPeter Steinberger tells Lex Fridman how a one-hour WhatsApp toy became GitHub's fastest-growing project, and what it cost him to keep it open.
1:01:38EN13-Hour Coffee and 2x Throughput: Physical Intelligence Crosses the Deployment LineKarol Hausman and Tobi Springenberg tell Sequoia’s Training Data how a general robot brain, plus real-world RL, turned coffee, laundry, and chocolate boxes into jobs that actually run.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetAnime : Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
59:43ENGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Anime : Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
43:09ENA $100 Arm and a $300 Robot: Hugging Face Wants an App Store for Physical AIThomas Wolf tells Sequoia's Training Data why LeRobot, cheap hardware, and open datasets are Hugging Face's bet that software developers can become roboticists.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeAnime : Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonAnime : Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyAnime : Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledAnime : Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
54:53ENA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Anime : Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
58:11ENPatrick Hsu Wants an App Store for Biology, Not Just Better DrugsThe Arc Institute co-founder argues that Evo 2, trained on genomes rather than proteins, should underpin tools for every step of the scientific method.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonAnime : Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
35:14ENRobots Have No Wikipedia. Chelsea Finn Is Starting With Three Buildings.Anime : Sarah Guo, Elad GilPhysical Intelligence’s cofounder tells No Priors why a generalist robot model has to be trained across embodiments, why open-sourcing hardware is a bet against the problem going unsolved, and why humanoids are a little overrated.
45:06ENMike Schroepfer: AI’s Bottleneck Is Electricity, and One Tanker of Fusion Fuel Could Power the U.S. for a YearAnime : Jacob EffronMeta’s former CTO tells Redpoint why hyperscaler demand is the climate story, why Llama was an access play, and why tomorrow’s CTO still lives or dies on a priority queue.
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