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1:26:40ENAI Coding Valuations, NVIDIA Risk and the Future of Private Marketsゲスト Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home Robotホスト 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.
1:48:46ZH刘先明:拆掉语言,让物理 AI 回到数据与动作ゲスト 刘先明 · ホスト 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:11ENGemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful Applicationsゲスト Andrew Ng · ホスト Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028ゲスト David Kirtley · ホスト Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to Threeホスト 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.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a Shortゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
10:45ENWorld Labs Marble: Generate and Edit Navigable 3D WorldsMatthew Berman · Forward FutureMatthew Berman demos Marble’s multimodal inputs, scene editing and 3D navigation, including an attempt to recreate his office from one image.
1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the Pointホスト Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
47:43ENMaking GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr, Sylvain Gugger · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder Partnershipsゲスト Everett Randle · ホスト Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIホスト Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a Timeホスト Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of Ventureゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
2:27:18ENTurn Down AI's Deception Knob, and It Starts Reporting Experienceホスト Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIゲスト Joelle Pineau · ホスト Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationホスト Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
2:45:26ENDan Houser on Fake Worlds You Want to Live Inゲスト Dan Houser · ホスト Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room Floorホスト Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returnsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
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