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1:43:22ENAI Security, Investment and the Debate Over France’s Future게스트 Nikesh Arora · 진행자 Jason Calacanis, Chamath Palihapitiya, David FriedbergThe All-In hosts and Nikesh Arora discuss cybersecurity and AI spending, then debate France’s unrest, public services and US policy.
34:35ENSemiAnalysis on ASML's Hybrid-Bonding Patents, HBM Economics and the Next Tool Ecosystem게스트 Sherry Zhang, Howie · 진행자 Jordan NanosJordan Nanos, Sherry Zhang and Howie examine a track-based bonding design that brings the wafer to the die, then explain why adoption depends on precision, cleanliness, economics and a changing supply chain.
1:00:39ENAmazon CEO Andy Jassy on the $220 Billion AI Buildout게스트 Andy Jassy · 진행자 Ben Horowitz, Erik TorenbergEven at roughly $220 billion of 2026 CapEx, Jassy says Amazon is still turning away AI demand. He tells Ben Horowitz and Erik Torenberg why AWS could become a trillion-dollar run-rate business, and why inference cost, custom chips, and smaller teams matter more than squeezing old customers.
1:09:00ENDwarkesh Patel: What will computer chips look like in 2045?게스트 Chris Auth, Kevin Fischer, Jack Kavalieros, Tyler Osborn, Pushkar Ranade, Gary Dickerson, Peter Wennink, Elon Musk · 진행자 Dwarkesh PatelAfter two days inside Intel’s most advanced fab, Dwarkesh Patel walks through gate-all-around, backside power, High-NA EUV, ruthenium, CFET, and hybrid bonding — and asks Intel’s leadership how the industry can possibly meet AI’s 3×-a-year compute demand when the world’s chipmaking tools cannot.
29:22ENTheo on Security Vulnerabilities, Stolen API Keys and AITheo Browne · Ping LabsA look at the gap between vulnerability disclosure and patching, and a speculative account of why stolen inference keys may be valuable.
59:41EN20VC: Venture Fund Size, AI Valuations and the Changing Software Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O'Driscoll debate venture concentration, infrastructure risk, code review and the assumptions behind fast-growing AI companies.
1:25:33ENWhy GPU Capacity Comes in Three-Year Rectangles — Erik Bernhardsson, Modal게스트 Erik Bernhardsson · 진행자 Vibhu SapraModal’s CEO tells Latent Space why AI demand almost never looks like a three-year GPU contract, how the company pools compute across thousands of customers, and why sandboxes grew from a product they almost killed into a third of revenue.
57:47ENPeter Thiel on AI Acceleration, Global Power, and the Values of Its Builders게스트 Peter Thiel · 진행자 Walter IsaacsonWalter Isaacson challenges Peter Thiel on AI risk, concentrated power, and the moral responsibilities of visionary founders. Thiel argues that stopping progress carries dangers of its own.
26:41ENAnekha Sokhal on Moshi, a Recommendation Engine for Commodity Traders게스트 Anekha Sokhal · 진행자 swyxThe Moshi founder tells swyx how she would rebuild a trader’s workflow: connect market data, private files and conflicting sources, then push the second-order effects people would otherwise miss. The hard part is not the dashboard. It is getting someone to actually use it.
0:53ENSam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.
1:00:34ENMarc Andreessen, Chris Dixon and Ben Horowitz on AI and the Frontier for Founders게스트 Chris Dixon, Marc Andreessen, Ben Horowitz · 진행자 Erik TorenbergThe a16z partners explain their expanded Frontier mandate and why they think AI is widening the possibilities for entrepreneurs, open models and new media.
40:00ENArvind Krishna and Nikesh Arora on Quantum Risk, AI Models and Software Consolidation게스트 Arvind Krishna, Nikesh AroraThe executives discuss post-quantum preparation, the economics of open-weight models and the changing shape of enterprise cybersecurity.
13:21ENAdrian Twarog: Giving Enterprise Vibe Coding a Governed Path to ProductionAdrian TwarogA Superblocks walkthrough shows how shared integrations, isolated databases, policy agents and audit logs can bring business-built AI apps under IT oversight.
17:42ENIs a Faster Model Actually Faster? Measure the Finished Job, Not the TokensMorgan Suo · MiniMaxMiniMax's Morgan Suo takes the engineering changes inside M3.1 Flash one by one and asks the question that matters to users: does the job an analyst needs actually get done sooner, cheaper and correctly?
0:44ENSam Altman and Matthew Berman on AI, Work and BusynessMatthew Berman, Sam Altman · Forward FutureIn a short conversation, they consider why technology has not necessarily given people more free time.
1:56:28ENWill Larson: The Revised Rules of Engineering Management게스트 Will Larson · 진행자 Gergely OroszThe 2010s taught engineering managers never to make a technical decision again. Will Larson, CTO of Imprint and author of Staff Engineer, argues that era is over: managers who cannot get back into the work are in a career trap.
16:22ENClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One Agent진행자 Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
18:42ENFord Prior: An AI War Room for Modernizing GEICO’s Legacy CodeFord Prior · GEICOHow an insurer combined human decisions, enterprise context and agent fleets to modernize claims technology.
1:59:52ENDavid Qian on Succession, Robotics, and Finding His Own Ambition게스트 David Qian (Qian Cheng) · 진행자 张小珺Ecovacs CEO David Qian reflects on inheriting a founder-built company, learning to lead through mistakes, and choosing a patient path in robotics. His account treats succession as an ongoing effort to build the company for a new era, not a finish line.
0:22ENA Robot Bodyguard Video Shows Dramatic Rescue ScenariosMatthew Berman · Forward FutureMatthew Berman reacts to a short robot demonstration depicting fighting and vehicle-rescue scenarios.
45:08ENSam Altman on AI Discovery, Consciousness, Compute and a Human-Centered FutureMatthew Berman, Sam Altman · Forward FutureIn a conversation with Matthew Berman, Altman discusses scientific progress, personal assistants, recursive self-improvement and the importance of human agency.
0:32ENSam Altman on the Continuing Demand for Software WorkSam Altman, Matthew Berman · OpenAIIn a short interview excerpt, Altman says demand for software may be larger than expected even as AI changes how it is made.
16:58ENLincoln Murr on Payments, Trading, and Trust for AI AgentsLincoln Murr · CoinbaseCoinbase’s AI product lead describes x402, potential financial workflows, and a gradual approach to agent autonomy.
15:30ENHow Monzo Built Agent Chip into a Reusable Banking PlatformFelippe Felisola Caso, Francesco Galletta · MonzoMonzo’s team explains the platform, access controls and workflows behind its in-house agent.
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