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19:42ENWhat Drives AI Agent Costs: Cache Hits, Input Tokens and TurnsGeorge Cameron · Artificial AnalysisArtificial Analysis co-founder George Cameron breaks down an agent benchmark and a framework for choosing models by cost and capability.
12:25ENThe Fat Electrician Tells the Story of Sergeant Reckless, the Korean War Horse게스트 The Fat Electrician · 진행자 Chris WilliamsonChris Williamson and his guest swap stories about military animals, from Wojtek the bear to a Marine Corps horse.
20:35ENGraph Engineering for Agents: Explicit Procedures, Memory and GovernanceZachary Blumenfeld · Neo4jNeo4j’s Zachary Blumenfeld describes three kinds of graphs and demonstrates a graph-shaped loan-review skill.
1:08:18ENAlex Davis on Concentrated Investing, AI Compute, and Private-Market Risk게스트 Alex Davis · 진행자 Alex HeathThe Disruptive investor explains his new fund, his approach to late-stage companies and his concerns about speculative infrastructure and private-market vehicles.
36:45ENGarry Tan on YC Founders, Personal AI Agents and Open Markets게스트 Garry Tan · 진행자 Walter IsaacsonIn a June 2026 interview, the Y Combinator CEO discusses founder selection, AI’s effect on work and the risk of concentrated platform power.
17:13ENHow Factory Separates AI Agents from the Compute They Run OnNikhil Harithas · FactoryNikhil Harithas explains a proposed compute lifecycle layer, outbound relay and customer-controlled deployment for enterprise agents.
51:52ENHow GDPx Tests Frontier AI: Inside SemiAnalysis’s New Benchmark게스트 Max Kan, Andrew Megalaa · 진행자 Jordan NanosThe team behind GDPx explains task quality, domain selection, grading and the trade-off between public scrutiny and private evaluations.
59:18ENScott Nolan on Rebuilding US Uranium Enrichment and the Cost of Nuclear Power게스트 Scott Nolan · 진행자 John CollisonThe General Matter CEO talks with John Collison about fuel supply, a planned Kentucky facility and lessons from SpaceX.
34:48ENZach Lloyd on the Infrastructure Behind a Software Factory게스트 Zach Lloyd · 진행자 Shawn Wang (swyx)Warp’s founder explains how teams can define, observe and improve agentic development workflows—and when the additional infrastructure may be excessive.
15:50ENTheo Compares Codex and Claude Subscription Value After Limit ChangesTheoTheo looks at estimated allowances, per-task costs and his own review experiments, while arguing that model quality remains decisive.
48:08ENAndrew Huberman on Building a Sustainable Routine for Focus and HealthDaisy Wolf, Andrew Huberman · a16zThe neuroscientist describes his daily routine, his struggle with social media, and how he protects the hours when he does his best work.
1:53:06ENLindsay Owens on Price Experiments, Consumer Data and the Fight for Fair Prices게스트 Lindsay Owens · 진행자 Theo VonThe consumer advocate explains her investigations into changing prices and data-driven commerce, and what shoppers and lawmakers can do.
16:29ENWhy Retrieval Quality Matters for AI Agents Working with Large Document CollectionsAamir Shakir · MixedbreadMixedbread’s Aamir Shakir critiques a multi-stage retrieval pipeline and presents a customer case and multimodal search demo.
42:30ENInside Figma’s PM OS: Ezra Mechaber on Skills, Bug Bashes and Automated Experiments게스트 Ezra Mechaber · 진행자 Claire VoFigma growth PM Ezra Mechaber shows Claire Vo how a shared repository supports product work, browser testing and a human-reviewed experiment loop.
16:48ENNathan Lambert on How Open Models Can Compete With Frontier LabsNathan Lambert · Allen Institute for AIOpen models are gaining use and closing capability gaps, but their builders need a sustainable economy and advantages beyond price.
1:37:08ENJoscha Bach on Consciousness, Causal Patterns and Machine Minds게스트 Joscha Bach · 진행자 Tim ScarfeA discussion of a speculative machine-consciousness hypothesis, the limits of behavioral tests and competing accounts of mind.
16:46ENTheo Browne on Claude Ultra, Five-Hour Limits and SDK UsageTheo Browne · Ping LabsA breakdown of the renamed subscription tier, verification and reported differences between interactive and SDK usage.
1:43:15ENJoe Hudson on Decisions, Fear and Living by Your Principles게스트 Joe Hudson · 진행자 Chris WilliamsonCoach Joe Hudson joins Chris Williamson to explore indecision, emotional avoidance, personal principles and the value of learning through action.
15:51ENAdam Nahari: Six Moves to Turn AI Pilots Into Financial ImpactAdam Nahari · ApolloAn airline crew-scheduling example shows why financial outcomes depend on workflow redesign, adoption and disciplined measurement.
1:01:08ENNebius CTO Danila Shtan on AI Clouds, Inference and Competition with Hyperscalers게스트 Danila Shtan · 진행자 Jacob EffronDanila Shtan tells Jacob Effron how Nebius builds AI infrastructure, where inference remains inefficient and why he expects larger clouds to compete more aggressively.
44:57ENTutor Intelligence CEO Josh Gruenstein on Building Robots for Real Work게스트 Josh Gruenstein · 진행자 Martin Casado, Raghu RaghuramJosh Gruenstein joins Martin Casado and Raghu Raghuram to discuss human tutors, robot manufacturing and the economics of factory automation.
40:04ENSophia Drossopoulou: Verifying Trusted Code in an Open WorldSophia Drossopoulou · Imperial College LondonCapabilities, scoped invariants and explicit trust assumptions help reason about effects when trusted code calls unknown objects.
51:06ENKent Beck: Build AI Programming Tools for Human NeedsKent BeckThe “genie” can amplify healthy or unhealthy development practices. Beck calls for tools that preserve learning, connection and future options.
1:07:22ENBuilding Legal AI Agents Without Seeing Client Data: Legora's Jacob Lauritzen게스트 Jacob Lauritzen · 진행자 swyx, Basil ChathaLegora's CTO explains how its team evaluates legal agents, designs review workflows and builds around the confidentiality of client matters.
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