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1:28:19ENAI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean Companyゲスト Adam Foroughi · ホスト Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
2:38:48ENA thousand searches for five cents, and a high score that did not require cheatingホスト Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of Softwareゲスト Amjad Masad · ホスト Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
1:50:05ENCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
3:36:29ENClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed Neutralホスト Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIホスト Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
3:01:44ENChildren, AI Overuse and a Live Test of ChatGPT Images 2Matthew Berman, Jonah, Brian · Forward FutureMatthew Berman discusses supervision and balance, then tests image generation with maps, math, code and visual prompts.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of Workゲスト Aaron Levie · ホスト Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
2:12:51ENSteve Newman’s fifteen-app stack exists so he only has to look at one screenホスト Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.
1:03:25ENJake Paul and Geoffrey Woo on Attention, Investing and Boxingゲスト Jake Paul, Geoffrey Woo · ホスト Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as Muchホスト Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
1:30:31ENAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
2:31:27ENAn AI store manager, a 2.6-star rating, and a constitution nobody has to keepホスト Nathan LabenzA live Cognitive Revolution episode puts PCB layout, AI constitutions, and San Francisco’s first AI-run grocery on the same morning clock.
1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIゲスト Anjney Midha · ホスト Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
31:26ENChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
3:10:49ENCrunch Time: Ajeya Cotra's Playbook for the Months Before Superintelligenceホスト Nathan LabenzA conversation on recursive self-improvement, public warning systems, and using each generation of AI to align and control the next.
1:25:37ENCarles Reina on ElevenLabs Sales, Compensation and Global Growthゲスト Carles Reina · ホスト Harry StebbingsThe ElevenLabs sales leader explains his approach to quotas, AI-assisted workflows, international markets and partner distribution.
1:08:22ENMark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.
58:46ENTwo Dates from OpenAI's Chief Scientist: Intern by September, Automated Researcher by 2028ホスト Jacob EffronJakub Pachocki tells Jacob Effron why those timelines still hold, why continual learning is not a detour, and why showing chain of thought in the product would train the monitor away.
2:03:23ENWe Have No King: How Viking Raiders Remade Medieval Europeホスト Lex FridmanHistorian Lars Brownworth walks Lex Fridman from Lindisfarne to Vinland, arguing that three centuries of raids were a lesson in speed, pragmatism, and creative destruction.
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyホスト Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:32:21ENAI Financing, Model Routing and Security Risks: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly Unambitiousホスト Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
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