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1:10:12ENOutSystems Went From 4 Major Features a Quarter to 26. Token Spend Fell AnywayAnime : Nathan LabenzCEO Woodson Martin on software that never breaks, why most enterprise work does not need a frontier model, and how AI is finally shrinking the IT backlog.
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.
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.
51:09ENBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereAnime : Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
1:34:54ENSix Months, Eighty Percent Churn, Five Times the TokensAnime : Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
1:40:46ENGive an agent a thousand tools and it will pick the wrong bladeAnime : Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
48:03ENCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
39:47ENThe Context at Step 14 Isn't in the CodeLangChain cofounder Harrison Chase on why long-horizon agents finally work—and why traces, harnesses, and first-draft workflows matter more than scaffolding.








