필터 결과
20개정렬
1:48:57ENAI Safety's Real Shortage Is Founders, Not Ideas진행자 Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly Unambitious진행자 Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
1:04:51EN125 million cells took a decade. The next billion takes months진행자 Nathan LabenzMark Zuckerberg and Priscilla Chan on pairing a frontier biology lab with a frontier AI lab so models train on data that was designed for them.
50:08EN1Mind's AI Superhuman Now Sources 76% of the Pipeline진행자 Nathan LabenzAmanda Kahlow tells Zapier CEO Wade Foster why she tore up the sales org — and why a face on an agent is mostly a trick to get buyers talking.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold To진행자 Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a Year진행자 Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
1:59:47ENBCI Would Take 30 Years. This Studio Pivoted to Alignment Instead진행자 Nathan LabenzJudd Rosenblatt and Mike Vaiana of AE Studio describe two biologically inspired results that do not need interpretability breakthroughs to work.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More Work진행자 Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
46:47ENEditing Video Like a Document: How Descript Puts AI in the Copilot Seat진행자 Nathan LabenzDescript CEO Andrew Mason on Underlord, why the timeline had to die, and what a ten-times-more-expensive editor would look like.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating System진행자 Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment math진행자 Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
56:35ENThey Asked for a Fraction of the 20 Percent and Still Got No진행자 Nathan LabenzZvi Mowshowitz and Nathan Labenz unpack Jan Leike’s resignation, OpenAI’s broken compute pledge, and what a safety culture looks like when the money does not follow the mission.
56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not Imitators진행자 Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
1:43:56ENSudowrite sold getting unstuck — then eight million people watched a pile-on진행자 Nathan LabenzJames Yu tells Nathan Labenz how a GPT-3 toy for fiction became a hierarchical “IDE for storytelling,” and what a viral backlash taught him about craft, cost, and customers.
58:54ENModels Are Commodities. Perplexity's CEO Says the Index Is the Moat진행자 Nathan LabenzAravind Srinivas returns to Cognitive Revolution to explain how a 25-person search startup is building its own crawler, index, and models before the big platforms raise the drawbridge.
1:01:09ENHugging Face Raised $235M. Community Still Is Not a Moat진행자 Nathan LabenzNathan Labenz and Erik Torenberg unpack Hugging Face's $4.5 billion Series D, and why a thriving open-source hub may still struggle to become a locked-in business.
58:30ENHe Couldn't Convince Anyone to Compete with OpenAI. Two Years Later the Valley Is Full of Them.진행자 Nathan LabenzSarah Guo and Elad Gil walk Cognitive Revolution through Software 3.0, an 80/20 split with incumbents, and how to tell a fake waitlist from demand that cannot be faked.
1:26:57ENNine Moats, a Cloud-Shaped Market, and Why OpenAI Is Not Optional Yet진행자 Nathan LabenzNathan Labenz and Erik Torenberg pressure-test the leaked “no moats” memo and walk through where advantage actually lives in generative AI.
1:50:25ENFrom Email Client to AI Agent: How Shortwave Rebuilt Itself for the Tidal Wave진행자 Nathan LabenzShortwave CEO Andrew Lee explains the agent architecture, caching economics and tiny-team culture behind the company's hockey-stick growth.
1:40:51ENBuilding a Friend, Not an Assistant: Replika's Eugenia Kuyda on Conversational AI and Its Limits진행자 Nathan LabenzThe founder of Replika explains why she treats conversation as the product itself, how the company measures emotional outcomes, and why it pulled back from erotic roleplay.






