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1:06:10ENSteven Kotler on Flow, Focus and Learning게스트 Steven Kotler · 진행자 Shane ParrishThe author discusses deep attention, the balance between challenge and skill, and how play and curiosity shape his work.
13:26ENJohn Kiriakou on Espionage, Geopolitics, and Recruiting Intelligence Sources게스트 John Kiriakou · 진행자 Chris WilliamsonThe former CIA officer shares his assessment of foreign influence, explains how sources are recruited, and recounts the Kim Philby case.
56:00ENJoe Liemandt on Alpha School, AI, and Redesigning the School Day게스트 Joe Liemandt · 진행자 Erik Torenberg, Gagan BiyaniAlpha School's principal discusses two-hour academics, motivation, life skills, and how AI could change what students build.
1:11:27ENCliff Sosin: What Remains Valuable When AI Intelligence Gets Cheap게스트 Cliff Sosin · 진행자 Patrick O'ShaughnessyThe investor explores the limits of prediction, the economics of AI infrastructure and the assets that may complement abundant intelligence.
55:06ENAnthropic's S-1: Revenue, Compute Costs and the Race to ScaleThe SemiAnalysis panel examines Anthropic’s filing, from improving compute economics to customer concentration and competition.
1:19:47ENScott Kirby on United’s Fleet Bet, Starlink and Airline Economics게스트 Scott Kirby · 진행자 John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.
29:40ENHow Reddit Proto Connects Design, Live Data and Production Code게스트 Blair Metcalf · 진행자 Claire VoBlair Metcalf demonstrates Reddit’s internal prototyping harness and its design-system mapping for Figma and Cursor.
3:34:27ENAI, Mathematics, and the Meaning of a Proof게스트 Steven Brunton, Ankur Moitra, Alex Kontorovich · 진행자 Lex FridmanLex Fridman and three mathematicians discuss recent AI-generated research, hard open problems and what human understanding contributes.
45:34ENHenry Paulson on AI Risk, U.S.–China Relations and Crisis Leadership게스트 Henry M. Paulson, Jr. · 진행자 Jim EspositoThe former Treasury secretary discusses today’s economic risks and lessons from the 2008 financial crisis.
23:48ENSatya Nadella on Zero Trust for AI and Why Every Company Should Own Its Intelligence게스트 Satya Nadella · 진행자 Harry StebbingsThe Microsoft CEO argues that capable agents need security boundaries even as alignment research remains unsettled, and explains why firms should retain the value created by their own AI use.
1:13:26ENNaveen Rao on Energy, AI Hardware, Verification and the Future of Robotics게스트 Naveen Rao · 진행자 Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
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.
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.
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.
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.
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.
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.
1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company Culture게스트 Sameer Dholakia · 진행자 Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
1:25:56ENClaude Changed the Password. The Steering Wheel Was Already Optional진행자 Nathan LabenzNathan Labenz and Prakash Narayanan spend a week on agents that can lock you out, models that dodge a feeling they deny having, and formal proofs that found Linux bugs.
1:03:05ENHarrison Chase on Building Reliable Agents, Model Routing and Memory게스트 Harrison Chase · 진행자 Harry StebbingsThe LangChain co-founder explains why agents remain difficult to control, where domain expertise matters, and how his team manages coding-agent costs.
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