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1:12:54ENInvestors’ 2026 Predictions: AI, Software Valuations and Employment게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll review 2025 and debate software stocks, possible IPOs and AI’s labor-market effects.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.진행자 Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
1:58:48ENARC Went from $1,000 a Task to Pocket Change. That Is Not a Normal Year of AI진행자 Nathan LabenzCognitive Revolution’s first live show compresses nine conversations into a year-end scan of denial, sample efficiency, companions, memory, Gemini 3 Flash, and scientific judgment.
1:21:57ENCursor, Figma and the Race to Build Across AI Workflows게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 Ideas진행자 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 Founders게스트 David George · 진행자 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 Clickbait진행자 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 microwave진행자 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 BC게스트 Irving Finkel · 진행자 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 Interface진행자 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 Deals게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 says진행자 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게스트 朱啸虎 · 진행자 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 Competition게스트 Tarek Mansour · 진행자 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 Model진행자 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.진행자 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 one진행자 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 Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 internet진행자 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.
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