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43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketAnime : Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Anime : Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xAnime : Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:14:48ENDevDay Probably Created Thousands of Startups, Says OpenAI's Logan KilpatrickAnime : Nathan LabenzThe day after OpenAI's first developer conference, Dev Relations lead Logan Kilpatrick tells Nathan Labenz why thin wrappers were never companies, why agents were deliberately not shipped fully autonomous, and what $2 million custom models are for.
2:17:30ENGemini Became the Daily Driver. A GPT-5 Worthy of the Name Would Make Agents Work.Anime : Nathan LabenzZvi Mowshowitz returns to Cognitive Revolution to unpack Gemini 1.5, Sora, superalignment, sleeper agents, and the live-player map of frontier labs.
1:11:43ENTwo Engines, One Price: Madhavan Ramanujam on Monetizing AI Products from Day OneAnime : Lenny RachitskyPricing expert Madhavan Ramanujam walks through the ideas in his book Scaling Innovation, from negotiation tactics and proof-of-concept design to a 2x2 for choosing an AI pricing model.
1:04:27ENPeter Deng on Why AI Pricing, Evals and Voice Are Still MisunderstoodAnime : Jacob EffronA product leader's guide to pricing AI around work, making evals the spec, and why voice and proactive agents are underrated
1:21:35ENSelling the Mario-on-Blast: Jen Abel's Playbook for Growing Enterprise Sales from $1M to $10M ARRAnime : Lenny RachitskyEnterprise sales veteran Jen Abel explains why startups should chase tier-one logos, price near $100K, sell vision instead of problems, and hire salespeople who can act like founders.









