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1:20:12ENCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:37:25ENFin Climbed From 35% to 65% Resolution. Intercom Says the Models Only Did a Few Points진행자 Nathan LabenzEoghan McCabe and Fergal Reid on production A/B tests, 99-cent outcome pricing, and why GPT-4 was already smart enough for most customer service.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.진행자 Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
1:24:58ENAI Burn Multiples, Infrastructure Financing and the Venture Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:01:49ENChatGPT's Co-Creator Left to Put Nature in the Reward Loop진행자 Nathan LabenzLiam Fedus and Ekin Dogus Cubuk on why language models still fail at physics, why literature data is too noisy to train on, and why Periodic Labs is aiming at a 200K superconductor.
4:34:10ENPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.게스트 Pavel Durov · 진행자 Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
59:43ENGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
1:31:19ENGroq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.진행자 Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
2:01:29ENAI Investing, Coding Competitions and the Future Economy: Forward Future LiveMatthew Berman, Nick Wentz, Mike Maples, Ahmed El-Kishky, Emad Mostaque · Forward FutureMike Maples, Ahmed El-Kishky and Emad Mostaque join Matthew Berman and Nick Wentz for a September 2025 discussion of AI startups, reasoning research and economic change.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%진행자 Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
1:01:49ENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love School진행자 Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s Risk게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the Math진행자 Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
44:49ENCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
1:38:05ENHemant Taneja on Scaling General Catalyst, AI and the Future of Venture게스트 Hemant Taneja · 진행자 Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:28:17ENAdam Gleave's Three Capability Tiers: Attack Agents in 5–7 Years, Fully AI Companies Around Year 14진행자 Nathan LabenzFAR.AI and the UK AI Security Institute stacked adversarial attacks on frontier safeguard pipelines and found many breakthroughs were engineering failures, not a verdict against defense in depth.
4:25:44ENThe Wehrmacht's Secret Ingredient Was Methamphetamine게스트 Norman Ohler · 진행자 Lex FridmanHistorian Norman Ohler tells Lex Fridman how Pervitin, Hitler's doctor, and LSD change the story of World War II without turning drugs into a single cause.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of Growth게스트 Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
31:22ENDecagon Prices AI Support by the Conversation. The Market Is Wages.진행자 Sarah Guo, Elad GilJesse Zhang on six-figure contracts at zero ARR, 60–70% contact-center cuts, and a world where your agent calls the airline’s agent.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App Store진행자 Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
1:00:35ENMercor CEO Brendan Foody on Expert Data, AI Evaluations and Growth게스트 Brendan Foody · 진행자 Harry StebbingsFoody explains Mercor’s marketplace, reported revenue run rate and views on model development, margins and company culture.
58:25ENA construction permit that took four months now takes three minutes진행자 Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
1:32:47ENA transformer co-author wants a $160 million model no company owns진행자 Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
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