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1:40:46ENGive an agent a thousand tools and it will pick the wrong blade진행자 Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and Coaching게스트 Shaunt Voskanian · 진행자 Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since December진행자 Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big Bets게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
3:27:22ENThe AI Table Has Three Seats Left: Zvi on the Middle Game, Jobs, and Anthropic's Promises진행자 Nathan LabenzOn his 12th Cognitive Revolution appearance, Zvi Mowshowitz argues early 2026 is the start of the middle — with only three labs still playing, a real job shock underway, and Anthropic's safety commitments reduced to trust us.
44:19ENThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
1:18:46EN90 Slides in 45 Minutes: A Full-Time AI Scout Admits He Can No Longer Keep Up진행자 Nathan LabenzNathan Labenz’s LexLab briefing for lawyers runs through the good, the bad, and the weird of frontier models — from triplicate second opinions on his son’s cancer care to AIs that know they are being tested.
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture Returns게스트 Gokul Rajaram · 진행자 Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led Marketing게스트 Elena Verna · 진행자 Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
49:59ENHow Legora Built an AI-Native Legal Software Company게스트 Max Junestrand, Chetan Puttagunta · 진행자 Jack AltmanCEO Max Junestrand and investor Chetan Puttagunta discuss product focus, legal workflows, model evaluation and global expansion.
1:43:39ENFive Mutations Could Make a 60% Fatal Bird Flu Spread Between People진행자 Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
5:10:12ENYou Don't Need a CFO to Make World of Warcraft게스트 Jeff Kaplan · 진행자 Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund Decisions게스트 Miles Clements · 진행자 Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
2:06:23ENFive AI Employees Live on Five Mac Minis진행자 Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI Change게스트 Mitchell Green · 진행자 Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:49:53ENDon't Fight Backprop: Goodfire's Bet on Designing What Models Learn진행자 Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software Markets게스트 Eran Zinman · 진행자 Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
2:17:36ENCurrent Safety Techniques Will Not Give You Many Nines—and They May Fail Together진행자 Nathan LabenzUK AISI chief scientist Geoffrey Irving on jailbreaks that never fail, correlated alignment failures, and why a government lab is funding theory.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to Change게스트 Jerry Murdock · 진행자 Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"게스트 Rick Beato · 진행자 Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
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