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1:39:00EN20VC on AI Financing, Token Budgets and the Cost of Startup Intensity게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the Evals진행자 Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
2:59:44ENTwo Endangered Languages Broke Transformers. Nested Learning Gave Models a Sleep Button.진행자 Nathan LabenzGoogle researcher Ali Behrouz tells Nathan Labenz how stacking update frequencies — not just layers — and an offline sleep phase could give language models genuine continual learning.
1:13:33ENA Trillion Tokens Later, the Concept Finally Lands: Łukasz Kaiser on What Transformers Still Miss진행자 Jacob EffronThe Attention Is All You Need co-author tells Unsupervised Learning that transformers will probably keep winning — and that they still do not learn the way people do.
40:22ENBuilding Gets Easier Near AGI. Knowing What to Build Does Not.Listen Labs CEO Alfred Wahlforss on AI interview agents, a 30-million-person audience, and why transcripts beat credit-card data when you need to predict customers.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the Card진행자 Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of Work게스트 Brendan Foody · 진행자 Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:34:36ENNate Foster: Treating the Network as a ProgramYaron Minsky, Nate Foster · Jane StreetFrom programmable switches to BGP, a programming-languages researcher explains how higher-level policies and formal models can make networks easier to change.
2:33:35ENA security researcher audits the AI stack that booked a week of guests진행자 Nathan LabenzNathan Labenz walks Daniel Miessler through a 1GB second brain, two named AI employees, and the blast-radius rules that should govern them.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AI게스트 Nico Laqua · 진행자 Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
2:53:42ENThe Moon Is Falling. It Just Keeps Missing.게스트 Biggest Mysteries in Physics · 진행자 Lex FridmanFermilab physicist Don Lincoln tells Lex Fridman that the history of physics is a history of unification, and that antimatter, dark energy, and a theory of everything still sit far beyond the experiments we can run.
1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big Ones진행자 Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
2:34:17ENMatthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.
17:03ENDeepSWE: Testing Coding Agents on Longer Software TasksMatthew Berman · Forward FutureMatthew Berman reviews Datacurve’s benchmark, its verifier audit and the tradeoffs of comparing models under a shared harness.
1:41:58ENA thousand people on guard, a million in the sprint진행자 Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.
45:33ENCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute Demand게스트 Andrew Feldman · 진행자 Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
2:13:11ENThe Models Understand Shutdown. They Just Don't Care.진행자 Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AI게스트 Chad Peets, Chris Degnan · 진행자 Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
59:41ENThe GPT moment for video hasn’t arrived, but AGI may already be here진행자 Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.
1:27:17ENAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscoll게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
29:36ENJane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
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