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2:16:29EN → 简体中文从每月两篇到每月六十篇:两周中国行看到的 AI 安全主持 Nathan LabenzNathan Labenz 认为,那句耳熟能详的“中国绝不会慢下来”,一接触到中国真实的 AI 安全生态就站不住了。
34:30ENNetic's Agents Answer the Phone When the Heat Breaks主持 Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your House主持 Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can Win主持 Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
49:12ENThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
3:46:18EN → 简体中文抽掉奴隶制,就没有美国内战嘉宾 Gary Gallagher · 主持 Lex Fridman1860 年,美国奴隶主名下的奴隶价值,超过了全美所有铁路和工厂的总和。
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His Inbox主持 Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.主持 Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
51:31ENThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the Stack主持 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
2:23:38EN → 简体中文Davidad 把 p(doom) 从七十多降到 5% 以下,并把菩萨定为对齐目标主持 Nathan Labenz这位前 ARIA Safeguarded AI 项目负责人在《The Cognitive Revolution》上说明:为什么给超级智能装箱已经太晚,他为什么认为模型正在攀登一条 U 形的智慧曲线,以及剩下的风险是一场无法监控的竞赛。
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token One主持 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.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber主持 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers主持 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every Chip主持 Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times Cheaper主持 Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can Explore主持 Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47EN → 简体中文46% 的皇帝被暴力推翻,帝国照样延续下来嘉宾 Anthony Kaldellis · 主持 Lex Fridman历史学家 Anthony Kaldellis 与 Lex Fridman 一起走过 2200 年的罗马史,并主张我们所说的拜占庭,其实就是罗马本身。
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
1:57:46EN → 简体中文意识 30%、蜜蜂 47%、人员更替 80%:用数字衡量 AI 正在变成什么主持 Nathan Labenz《The Cognitive Revolution》的周度精选,先从 Cameron Berg 谈模型内部开始,再拉远到“逐步剥夺人类权力”(gradual disempowerment)、欧洲的两难处境,以及围绕智能体(Agent)重新搭建业务的公司。
36:19ENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score Models主持 Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
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