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1:50:05ENCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 Neutral진행자 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Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.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 AI진행자 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 Work게스트 Aaron Levie · 진행자 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 screen진행자 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 Boxing게스트 Jake Paul, Geoffrey Woo · 진행자 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 Much진행자 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 Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 keep진행자 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 AI게스트 Anjney Midha · 진행자 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 Superintelligence진행자 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 Growth게스트 Carles Reina · 진행자 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 2028진행자 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 Europe진행자 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 economy진행자 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 Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 Unambitious진행자 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.
32:22ENDemis Hassabis on AGI, Scientific Discovery and the Challenges Ahead게스트 Demis Hassabis · 진행자 Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
1:59ENHere.now and the Case for Agent-First Web PublishingMatthew Berman · Forward FutureMatthew Berman describes how a publishing service lets an AI agent put content online, and argues that the web is being rebuilt for agents.
1:57:29ENFrontier vision models score 12.5%: Joseph Nelson on the real waterline of computer vision진행자 Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.
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.
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