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1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents Everywhere主持 Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
38:24ENServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
1:34:54ENSix Months, Eighty Percent Churn, Five Times the Tokens主持 Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
1:21:56EN → 简体中文Yann LeCun 离开 Meta:大语言模型通向不了智能主持 Jacob Effron这位图灵奖得主对 Jacob Effron 讲述了他为何从 Meta 分拆出 AMI Labs,为何类 JEPA 的世界模型胜过像素生成器,以及他为何认为 Hinton 在 2023 年改变了看法。
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business主持 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
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.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like software主持 Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous Profiles主持 Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
4:18:22EN → 简体中文每个周期都重要:解码几乎全网视频的志愿者们嘉宾 FFmpeg · 主持 Lex FridmanLex Fridman 与 Jean-Baptiste Kempf、Kieran Kunhya 谈 FFmpeg、VLC、手写汇编,以及 YouTube、Netflix 和火星车背后那群没有报酬的人。
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative Video主持 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.
42:57ENInference Is the Last Market: Baseten’s 30x Year主持 Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:48:43ENThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.主持 Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.
2:38:48EN → 简体中文一千次搜索只要五分钱,高分也不必靠作弊主持 Nathan Labenz在《Cognitive Revolution》的一期早间节目里,Ceramic 的 Anna Patterson 把廉价搜索、GPT-5.5 干净的 Vending-Bench 成绩、Zvi 关于模型福利的主张,以及能把矩阵乘法能耗降低约 30 倍的模拟芯片放在一起讨论。
3:36:29EN → 简体中文Claude 给自己的福利打了 4.49 分:首个越过中性线的版本主持 Nathan LabenzCameron Berg 再次做客《The Cognitive Revolution》,梳理六个月来在内省、功能性情绪和模型福利(model welfare)方面的研究,并介绍一项尚未发表的案例:学习与感受也许是同一种现象。
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AI主持 Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
2:12:51ENSteve Newman’s fifteen-app stack exists so he only has to look at one screen主持 Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as Much主持 Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
2:31:27ENAn AI store manager, a 2.6-star rating, and a constitution nobody has to keep主持 Nathan LabenzA live Cognitive Revolution episode puts PCB layout, AI constitutions, and San Francisco’s first AI-run grocery on the same morning clock.
31:26ENChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
3:10:49EN → 简体中文冲刺时刻:Ajeya Cotra 为超级智能到来前的几个月准备的剧本主持 Nathan Labenz一场关于递归自我改进(recursive self-improvement)、公众预警系统,以及用每一代 AI 去对齐(alignment)和控制下一代的对话。
58:46ENTwo Dates from OpenAI's Chief Scientist: Intern by September, Automated Researcher by 2028主持 Jacob EffronJakub Pachocki tells Jacob Effron why those timelines still hold, why continual learning is not a detour, and why showing chain of thought in the product would train the monitor away.
2:03:23EN → 简体中文我们没有国王:维京劫掠者如何重塑中世纪欧洲主持 Lex Fridman历史学者 Lars Brownworth 带着 Lex Fridman 从林迪斯法恩(Lindisfarne)一路走到文兰(Vinland),认为三个世纪的劫掠,是一堂关于速度、务实与创造性破坏的课。
44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economy主持 Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly Unambitious主持 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.
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