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1:21:57ENCursor, Figma and the Race to Build Across AI Workflowsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss venture scale, software convergence and the risks of growth valuations.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not Ideasホスト 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.
1:00:15ENArjun Guha on How Language Models Represent Code and How People Prompt ThemArjun Guha · Northeastern UniversityExperiments with activation steering and student-written prompts reveal how programming models behave—and why evaluating them requires more than a single benchmark score.
38:21ENHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing Foundersゲスト David George · ホスト Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
48:00ENA Two-Second Vote Is Training Models to Be Clickbaitホスト 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.
2:06:09ENOne ChatGPT query is a second in the microwaveホスト Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.
2:05:13ENThe Ark Was Round: Irving Finkel on Cuneiform, Floods, and a Seal From 9000 BCゲスト Irving Finkel · ホスト Lex FridmanA British Museum curator argues that writing is older than the textbooks say, that Noah inherited a Mesopotamian story, and that the oldest ark was a giant coracle.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interfaceホスト Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:35:32ENSpaceX Valuations, Harvey’s Growth and the Risks Behind AI Dealsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysホスト Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
46:26ZH朱啸虎:三年内看不到泡沫,共识太集中就错开十五度ゲスト 朱啸虎 · ホスト 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and Competitionゲスト Tarek Mansour · ホスト Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:32:38ENPolish Is 1% of Frontier Training Data, So Poland Built Its Own Modelホスト 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.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.ホスト Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become oneホスト Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
1:11:42ENEventbrite, Databricks and the Search for Durable Software Growthゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetホスト 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.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
42:06ENAfter SWE-bench Hits 80.9%, Dianne Na Penn Reckons with Opus 4.5ホスト Jacob EffronAnthropic’s head of product for research on computer use, deceptive token prices, thin harnesses, and why alignment makes a model a better thinker.
1:17:01ENJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of Workゲスト Jonathan Siddharth · ホスト Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
3:18:09ENA Thing Is Alive When Its Goals Outrun Its Partsゲスト Michael Levin · ホスト Lex FridmanTufts biologist Michael Levin tells Lex Fridman that intelligence is a spectrum of persuadability, that even a bubble sort hosts unexpected goals, and that the brain is a thin client to a space physics does not own.
1:13:24ENRed Teams Still Land 25% of Attacks. Insurance Is the Brake.ホスト Nathan LabenzAI Underwriting Company co-founders Rune Kvist and Rajiv Dattani tell Nathan Labenz how standards, audits, and insurance could unlock enterprise agents without waiting for a nuclear-style freeze.
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