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1:03:40ENAndrew Dudum on Hims & Hers, Preventive Care and Building a Public Company게스트 Andrew Dudum · 진행자 Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging Atoms진행자 Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
9:47ENGemma 4: Smaller Open-Weight Models for Local AIMatthew Berman · Forward FutureMatthew Berman reviews Google’s model sizes, multimodal features and reported benchmarks, with an eye toward local agents.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
1:44:15ENNathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic Anyway진행자 Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.
27:15ENMeta-Harness: Searching for Better AI Agent InfrastructureMatthew Berman · Forward FutureMatthew Berman reviews a paper on using a coding agent to iteratively improve model harnesses and discusses its experimental limits.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of Building게스트 Marc Andreessen · 진행자 Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market Liquidity게스트 Gili Raanan · 진행자 Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:19:18ENSeries A Fund Math, SpaceX Ambitions and the AI Valuation Debate게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
46:35ENJon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.
0:49ENMatthew Berman on OpenAI's Sora ShutdownMatthew Berman · Forward FutureA short reaction considers the end of the video app and asks what OpenAI's product focus means for other projects.
1:37:43ENCisco wants two extra network layers so agents can share intent진행자 Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
58:27ENEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.게스트 Jensen Huang · 진행자 Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product Bets게스트 Matthew Steckman · 진행자 Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
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.
1:48:21ENWill Wilson on Deterministic Simulation and the Hard Problems of Software TestingYaron Minsky, Will Wilson · Jane StreetThe Antithesis co-founder explains how replayable simulations explore complex software, why properties matter and where testing meets its limits.
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.
20:35ENA Beginner’s Guide to AI Assistants, Media Models and Coding AgentsMatthew Berman · Forward FutureMatthew Berman surveys hosted assistants, downloadable models, image and video tools, world models, coding agents and audio generation in a March 2026 overview.
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.
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