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1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missed진행자 Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and Growth게스트 Alex Mashrabov · 진행자 Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
2:50:40ENThey Priced the Chance She Would Leave. Then They Handed Her the Letter.진행자 Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token One진행자 Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative Video진행자 Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"게스트 Rick Beato · 진행자 Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the Interface진행자 Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App Store진행자 Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGI게스트 Demis Hassabis · 진행자 Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
59:38ENElevenLabs Was Supposed to Be RoadkillCo-founder Mati Staniszewski on dirty audio data, prosumer virality, and why voice should become the default interface for technology.
53:51ENVeo 3 Took First Place by Beating Veo 2. Google Labs Says Chapter Two Just StartedThree Google Labs leads walk through generative cameras, background computer-use agents, and notebooks that adapt knowledge for an audience of one.
1:19:10ENA Robot-Arm Shot That Took Months Now Lives in a Prompt진행자 Nathan LabenzLuma Labs’ Amit Jain and Jiaming Song on Ray 2, few-shot camera concepts, and why they think video models sit on the path to multimodal AGI.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.진행자 Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
2:27:59ENA 10-to-90% P(doom) Host Gets Asked If His Show Sounds Like It진행자 Nathan LabenzNathan Labenz and Liron Shapira sit on the same side of the table and test a week of AI news against the question of how likely extinction actually is.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning Three진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
51:16ENGoogle Labs Pops Champagne at 10,000 Weekly UsersJosh Woodward on fifty-day sprints, fading paragraph prompts, and why a number Search would never notice is the point of an AI incubator.
46:35ENThey trained a real-time video model in 20 hours and skipped the game engineDecart CEO Dean Leitersdorf tells Sequoia how Oasis runs live on H100s, why ChatGPT is a fallen wall rather than a pain point, and why the next trillion-dollar company may be a generated experience.
29:29ENThe Week AI Won Its First Nobels, Two Investors Listed Who Is Most at Risk진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil talk NotebookLM, intelligent NPCs, artificial wombs, OpenAI’s o1, and which businesses look AI-durable.
32:07ENA 10-Person Team, One Click, and Two Years of Fake DeadlinesNotebookLM’s product and design leads explain how a source-grounded research tool became a viral two-host podcast generator—and what they refuse to add next.
54:45ENA Few Megabytes of Doom and a Few Gigabytes of Model: Why Runway Bets on Generalization진행자 Nathan LabenzCTO Anastasis Germanidis tells The Cognitive Revolution why video is a fuller record of the world than text, why physics shows up without being programmed in, and how a small lab competes with unlimited compute.
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