121 episodes total
ALL EPISODES
March 16, 2026 · Podcast · 39min
Twin brothers from India built an AI coding agent that topped SWE-bench, then pivoted to non-technical users. 8 months later: 7 million apps, doubling every 45 days, with 80% of users having zero programming knowledge.
March 16, 2026 · Podcast · 1h 18min
Gokul Rajaram lays out an eight-moat framework for evaluating software durability in the AI era, argues markets are overreacting to the 'SaaS Apocalypse,' and reveals why his biggest miss was dismissing Shopify's TAM.
March 15, 2026 · Podcast · 1h 3min
OpenAI's Nick Turley reveals ChatGPT was meant to shut down after a month, explains why long-term retention beats growth metrics, and maps out the path from chatbot to proactive super assistant.
March 12, 2026 · Podcast · 1h 2min
Opendoor's new CEO Kaz Nejatian reveals how he took over a struggling public company in 16 days, why he asked for a $1 salary with options, and his framework of stewardship over status that drives both his career and personal life.
March 10, 2026 · Podcast · 38min
a16z's 6th edition Top 100 report reveals ChatGPT is 30x bigger than Claude on web, but the three major platforms are specializing into distinct niches as agents, memory, and voice reshape the consumer landscape.
March 10, 2026 · Article
Jensen Huang frames AI as a five-layer infrastructure stack from energy to applications, arguing this is the largest buildout in human history.
March 9, 2026 · Interview · 53min
Neuralink co-founder Max Hodak's company Science has restored sight to 40+ blind patients with a retinal chip, and is building biohybrid brain interfaces that grow biological connections.
March 7, 2026 · Podcast · 1h 4min
Growth equity veteran Mitchell Green argues the SaaS selloff is a buying opportunity, bets China wins AI, and says half of VCs add negative value to companies.
March 6, 2026 · Podcast · 37min
YC's design review dissects six AI-coded startup sites, revealing a pattern: purple gradients, pointless hover effects, and scroll-jacking that LLMs default to because they're easy, not because they're good.
March 3, 2026 · Podcast · 1h 27min
Jeremy Howard argues AI coding is a slot machine: developers ship more code but understand less, trading long-term competence for short-term speed in a bet that may backfire.
March 3, 2026 · Podcast · 3h 26min
A three-and-a-half-hour deep conversation. Li Jigang proposes we inhabit three parallel worlds — atomic, bit, and vector — and after AI takes our brainpower, what remains is heart-force: not what you know, but what you want.
March 3, 2026 · Podcast · 49min
Dalio warns the US runs a 40% spending deficit with debt at 6x revenue, gold's surge to $5,200 validated his thesis, and AI 'might eat itself' as China's free open-source model threatens US profit recovery.
March 2, 2026 · Podcast · 1h 14min
Monday.com's market cap has cratered to $3.9B. CEO Eran Zinman dismantles five SaaS doomsday scenarios, admits only one is true — AI demands software do 70-80% of the work instead of 10-20% — and bets the company's biggest transformation ever.
March 1, 2026 · Podcast · 1h 17min
Anthropic's Claude design lead says mocking dropped from 70% to 30% of her time, designers need to 'let engineers cook,' and the profession may be clinging too hard to taste as its last moat.
February 28, 2026 · Podcast · 1h 0min
Insight Partners co-founder Jerry Murdock argues Cursor is already obsolete, autonomous agents are the real tsunami, and the best time to start a new fund is right now because 'humans are no longer going to be the decision makers about software.'
February 28, 2026 · Podcast · 1h 21min
Chamath frames the SaaS selloff as a shift from 'when will cash flows be disrupted' to 'if they'll survive at all,' while Calacanis reports his team built more internal software in 30 days with AI agents than in 10 years of buying SaaS.
February 26, 2026 · Podcast · 1h 22min
Jason Lemkin says only Palantir has a competitive AI agent among all public B2B companies; Ghost GDP means AI productivity enriches the few while consumer spending shrinks; Rory O'Driscoll counters that software is only 2% of GDP.
February 26, 2026 · Podcast · 1h 27min
Cisco's president argues AI is a survival necessity (not just productivity), reveals he couldn't have done his job without it, and flips 'praise in public, criticize in private' for 30,000 people.
February 25, 2026 · Podcast · 2h 4min
OpenAI's Head of Health AI details how ChatGPT Health achieves attending-physician-level performance through 250+ doctor collaboration and 49,000 evaluation criteria, while revealing health as OpenAI's core testbed for alignment research.
February 24, 2026 · Podcast · 1h 8min
Amodei reveals Anthropic withheld Claude before ChatGPT existed, suspects AI models will become conscious, and tells Indian entrepreneurs that coding is a dying skill while critical thinking is humanity's last edge.
February 24, 2026 · Interview · 31min
Steinberger reveals how he hit 90K GitHub contributions in one year, calls 'vibe coding' a slur, and explains why he trusts AI-written code more than unknown contributors' PRs.
February 24, 2026 · Podcast · 38min
Five builders give unvarnished takes: a $600B revenue gap that keeps growing, why open source models inevitably close, and why the real fear isn't AI replacing you but someone better at using AI replacing you.
February 23, 2026 · Podcast · 1h 6min
Coatue's Lucas Swisher reveals that 20 private platform companies generate 80% of enterprise value, argues valuation should come last in exponential-growth investing, and explains why Anthropic's multi-chip strategy is its most underappreciated edge.
February 22, 2026 · Podcast · 54min
MiniMax researcher Olive Song reveals how interleaved thinking, systematic environment perturbation, and switching RL training to FP32 precision helped M-series models top the Open Router leaderboard, while candidly admitting open models still trail Claude in cross-environment adaptability.
February 21, 2026 · Podcast · 1h 3min
Codex's product lead says code generation is 'basically trivial now,' the real bottleneck is code review, and the market will converge to a few super-assistant products like how Slack became the center of gravity.
February 21, 2026 · Podcast · 23min
YC partners argue agents are becoming real economic actors, choosing tools, booking restaurants, and forming swarm intelligence, fundamentally reshaping how dev tools go to market.
February 20, 2026 · Interview · 1h
Altman says superintelligence is 'a few years away,' calls for radical democratization of AI, and reveals he'd pick Gemini if he couldn't use ChatGPT.
February 19, 2026 · Podcast · 41min
Elad Gil and Sarah Guo argue the SaaS apocalypse narrative misses the real story: AI labs reached $1B-to-$10B revenue in one year, token costs dropped 88x in 11 months, and tech could reach 30% of GDP by 2035.
February 19, 2026 · Podcast · 1h 27min
Boris Cherny reveals Claude Code grew from a terminal hack to 4% of GitHub commits, explains why coding is 'solved,' and shares the counterintuitive product principles behind it.
February 19, 2026 · Interview · 39min
Hassabis defines AGI as recreating Einstein-level discovery, explains why scientific taste may be AI's hardest frontier, and sees gaming entering a new golden era of small-team experimentation.
February 19, 2026 · Speech · 1h 47min
Pichai announces Google's $15B India investment including a gigawatt-scale AI hub in Visakhapatnam, frames India's digital infrastructure as a blueprint for global AI adoption.
February 17, 2026 · Podcast · 50min
Boris Cherny reveals Claude Code started as a throwaway API experiment, explains why plan mode is just one sentence, and predicts coding will be 'generally solved' for everyone.
February 16, 2026 · Podcast · 1h 38min
Masad argues this is the easiest era to build wealth through AI, lays out a concrete app-building blueprint, and makes a spiritual case for why AGI doomers are wrong.
February 16, 2026 · Speech · 56min
Self-replicating programs emerge spontaneously from random noise with zero mutation. Agüera y Arcas argues symbiogenesis, not mutation, is the primary engine of evolutionary novelty, and that life was computational and intelligent from the very beginning.
February 16, 2026 · Podcast · 1h 29min
Klarna's CEO explains why software's value is collapsing, how he cut headcount from 7,000 to under 3,000 with AI, and why the real moat is data, not code.
February 15, 2026 · Podcast · 1h 14min
Sequoia's CEO coach Brian Halligan shares his LOCKS framework for evaluating founders, why 'spicy' hires beat consensus picks, and why enterprise sales may be the last white-collar job AI replaces.
February 13, 2026 · Podcast · 2h 22min
Amodei argues we're 2-3 years from 'a country of geniuses in a data center,' reveals why frontier AI labs face a structural profitability paradox, and calls compute-based regulation dangerously backwards.
February 13, 2026 · Interview · 25min
Forbes reporters reveal Altman's plan to hand OpenAI's management to an AI model, his 'shiny object syndrome' critique, and the Jony Ive 'friendly companion' device concept.
February 13, 2026 · Podcast · 52min
Russell argues the current scaling paradigm is fundamentally limited, predicts the AI bubble will burst without major breakthroughs, and dismantles the false trade-off between safety and innovation.
February 12, 2026 · Speech · 51min
Amodei and Hassabis debate AGI timelines at Davos — Dario sees 1-2 years, Demis says 5-10 — and agree the self-improvement loop is the variable that determines everything.
February 12, 2026 · Podcast · 1h 24min
Anthropic projects $149B ARR by 2029; Atlassian's Mike Cannon-Brookes argues SaaS isn't dead but every non-engineering seat is at existential risk of shrinking.
February 12, 2026 · Speech · 51min
Dario predicts AI will surpass all human cognitive abilities within 1-2 years; once the self-improvement loop closes, the window for humanity to adapt is razor-thin.
February 12, 2026 · Speech · 51min
Demis puts AGI at a 50% chance by end of decade, arguing the self-improvement loop still lacks world models and continual learning, and that automating coding is not the same as automating science.
February 12, 2026 · Podcast · 1h 23min
Jeff Dean explains why distillation from large models is the secret behind Flash efficiency, why energy in picojoules matters more than FLOPs, and predicts 10,000 tokens/sec as the next frontier.
February 12, 2026 · Interview · 21min
Microsoft AI's CEO argues for 'humanist superintelligence' that stays subordinate to humans, warns of real safety incidents within 2-3 years, and bets on medical AI as the killer app.
February 12, 2026 · Podcast · 32min
Scaringe argues only 1-5 companies outside China can build real autonomy, explains why Rivian designed its own chip, and frames slow US EV adoption as a choice problem, not a demand problem.
February 12, 2026 · Podcast · 1h 19min
Sherwin Wu reveals how 95% of OpenAI engineers use Codex with fleets of 10-20 parallel agents, and why models will eat your scaffolding for breakfast.
February 12, 2026 · Podcast · 3h 15min
Steinberger details how a one-hour WhatsApp prototype became GitHub's fastest-growing project, why he considers vibe coding a slur, and his conviction that 80% of apps are already obsolete.
February 10, 2026 · Speech · 1h 18min
Jeff Dean traces AI's exponential trajectory from 2011 to today, reveals how Gemini's million-token context and agentic capabilities reshape what's possible, and argues AI for science is the most underappreciated frontier.
February 9, 2026 · Podcast · 45min
Masad argues software engineering's moat has collapsed: anyone can build apps in hours with AI agents, shifting competitive advantage to ideas, speed, and human understanding.
February 9, 2026 · Podcast · 1h 20min
Anish Acharya dismantles the SaaS apocalypse narrative, argues we're definitively not in an AI bubble, and reveals why 2026's real opportunity is AI-native categories that were inconceivable two years ago.
February 9, 2026 · Podcast · 57min
Cornell law professor Dan Awrey argues that stablecoins and non-bank payment platforms offer great payments but terrible money, and the Genius Act fails to fix either problem.
February 9, 2026 · Podcast · 26min
OpenAI's ad lead Asad Awan explains why ChatGPT is introducing ads: fund the free tier without degrading it, with a strict rubric ranking user trust above user value above advertiser value above revenue.
February 8, 2026 · Speech · 43min
Huang argues enterprises should 'apply infinity' to their hardest problems, warns that your questions are your most valuable IP, and flips 'human in the loop' on its head.
February 8, 2026 · Podcast · 1h 42min
Lovable's first professional vibe coder explains why clarity and taste matter more than code, and why the best input is spending 80% of your time planning, not prompting.
February 8, 2026 · Speech · 24min
Altman declares the AI capability overhang is now larger than pre-ChatGPT, predicts a subjective 10x improvement by end of 2026, and says companies slow to adopt AI co-workers will face 'huge disadvantage.'
February 7, 2026 · Interview · 23min
Steinberger argues 80% of apps will vanish because agents handle data management more naturally; only sensor-based apps survive.
February 6, 2026 · Podcast · 45min
Calvin French-Owen (Segment co-founder, ex-OpenAI Codex) joins YC's Lightcone to dissect why CLI-based coding agents beat IDEs, why context engineering is the real moat, and why the manager-maker boundary is dissolving.
February 5, 2026 · Podcast · 1h 52min
Masad argues AI fear is a coordinated power grab, reveals Replit replaced 5 employees with 1 using AI, and makes the case that democratized software creation will spawn a new builder class rather than mass unemployment.
February 5, 2026 · Podcast · 44min
Roblox CEO reveals how 13 billion hours of monthly user data trains NPCs beyond LLMs, why 4D simulation will supersede video conferencing, and the hiring philosophy that ignores university prestige.
February 5, 2026 · Speech · 37min
Jensen Huang frames AI as the trigger for the largest infrastructure buildout in human history, estimates $85 trillion over 10 years, and argues every designer will manage teams of AI companions using structured 3D tools.
February 5, 2026 · Podcast · 2h 49min
Musk lays out the math for orbital AI compute, reveals plans for TeraFab producing millions of wafers per month by 2030, and explains why hardware scaling will decide who leads in AI.
February 5, 2026 · Interview · 37min
Altman argues the biggest bottleneck is no longer model intelligence but tooling to exploit the 'capability overhang,' and dismisses Anthropic's Super Bowl attack ads as a sideshow.
February 4, 2026 · Podcast · 1h 58min
Blitzy's founders reveal how they ingest 100M-line codebases to let AI autonomously complete 80%+ of enterprise projects, with a dynamic agent architecture where agents generate agents.
February 4, 2026 · Interview · 26min
Hassabis questions OpenAI's early move to ads, argues trusted assistants need unbiased recommendations, and outlines a 5-10 year AGI timeline requiring multiple transformer-level breakthroughs.
February 4, 2026 · Podcast · 44min
Vercel's CEO demonstrates v0's evolution from prototyping toy to production-grade Git workflow, hitting 3,200 PRs merged per day and enabling non-engineers to ship code to production.
February 2, 2026 · Podcast · 1h 15min
Solo capitalist Oren Zeev on why half of VC funds will slowly die, why he takes zero management fees, and why most 'AI disruption of incumbents' narratives are wrong.
February 1, 2026 · Podcast · 1h 4min
Zuckerberg and Chan explain why CZI is pivoting entirely to science, acquiring Evolutionary Scale, and building virtual cell models that could turn medicine from trial-and-error into N-of-1 precision treatments.
February 1, 2026 · Interview · 38min
Steinberger demos OpenClaw handling flight check-ins, home automation, and bug fixes from Morocco, predicting 80% of phone apps will be replaced by AI assistants.
January 29, 2026 · Speech · 1h 1min
Hinton argues digital intelligence is fundamentally superior to biological intelligence because of weight sharing, proposes the 'maternal AI' framework for alignment, and makes a case that multimodal chatbots already have subjective experience.
January 29, 2026 · Podcast · 1h 3min
Ex-OpenAI VP of Research who built o1/o3 argues that without continual learning, models hit walls and become 'hopeless,' and that a static model can never truly be AGI.
January 29, 2026 · Podcast · 1h 44min
Andreessen argues AI's timing is miraculous, arriving precisely as demographic collapse threatens productivity, and that the real transformation will create premium human workers, not replace them.
January 29, 2026 · Speech · 1h 42min
Russell argues the US push for AI deregulation is VC-driven, not evidence-based, while China already has stricter rules. IASEAI aims to be humanity's counterweight.
January 29, 2026 · Podcast · 35min
Leaders from Zhipu, Qwen, and Tencent admit the US-China AI gap may be widening, peg China's odds of leading at just 20%, and argue the bottleneck is culture, not just chips.
January 28, 2026 · Interview · 30min
Schmidt says found an agentic AI company to make money, estimates 80 GW of data center capacity needed in 3-5 years, and calls China only 6-12 months behind.
January 28, 2026 · Interview · 37min
Clawdbot creator Peter Steinberger explains how a WhatsApp hack became the fastest-growing GitHub project ever, why CLIs beat MCPs for agents, and why most apps will melt away.
January 28, 2026 · Podcast · 1h 54min
Steinberger explains why shipping unread AI-generated code works when you close the loop with tests, and why code reviews may already be obsolete.
January 28, 2026 · Interview · 29min
LeCun argues LLMs can't plan because they lack world models, announces his new company AMI building JEPA-based physical AI, and calls closed AI the biggest real risk.
January 27, 2026 · Interview · 18min
Amodei warns AI has reached a 'Moore's law for intelligence,' with Claude already designing its own successor, and calls for transparency mandates and chip export controls before the window closes.
January 27, 2026 · Interview · 14min
Amodei gives Congress a concrete three-point agenda: transparency mandates, chip supply chain cuts to adversaries, and tax policy for a world of trillionaires.
January 27, 2026 · Speech · 59min
Altman predicts 100x cost reduction by 2027, warns companies will be outcompeted by fully-AI rivals if they don't adopt aggressively, and admits he gave Codex unsupervised access within two hours.
January 27, 2026 · Podcast · 48min
Warp's founder argues coding will be 'solved' in a few years, making human expression of intent the real bottleneck, and bets on the terminal as the orchestration hub for cloud agents.
January 26, 2026 · Speech · 1h 10min
Yudkowsky insists any black-box superintelligence kills everyone; More, Sandberg, and Vita-More push back with proactionary, Swiss-cheese, and human-augmentation counterarguments in a Humanity Plus panel.
January 26, 2026 · Podcast · 1h 6min
Legora's CEO argues legal AI is winner-takes-all, reveals $7M ARR added in a single day, and explains why seat-based pricing is temporary while law firms consolidate from 200 to 20.
January 25, 2026 · Podcast · 47min
Dr. Jeff Beck argues intelligence is modular composition, not monolithic optimization, and proposes safer AI alignment through empirically estimated reward functions rather than hand-specified goals.
January 25, 2026 · Interview · 1h 11min
Bengio lays out three concrete AI risk categories, argues current safety research is insufficient against superintelligence, and makes the case for European AI sovereignty as insurance policy.
January 24, 2026 · Interview · 1h 18min
Peter Steinberger came out of retirement to build Clawdbot, a privacy-first personal AI agent that runs on your own hardware, and its 4,300+ stars prove the demand for AI you actually own.
January 23, 2026 · Podcast · 54min
Philosopher Mazviita Chirimuuta argues that mapping brain activity to computation doesn't make brains computers, and that stripping away embodiment may strip away the very thing we're trying to explain.
January 23, 2026 · Podcast · 34min
Hassabis pushes back on claims we've 'whooshed past AGI,' argues continual learning and world models are the missing pieces, and reveals Google's AI glasses could ship by summer.
January 22, 2026 · Interview · 20min
Mistral AI's CEO argues the model layer is becoming free, enterprise adoption is harder than advertised, and Europe's energy grid could be its AI advantage.
January 22, 2026 · Interview · 36min
Musk commits to specific timelines: space becomes cheapest AI deployment in 2-3 years, AI surpasses all humanity by 2031, and SpaceX/Tesla each build 100GW US solar capacity.
January 22, 2026 · Podcast · 2h 25min
Nathan Labenz argues fine-tuning is dying but not dead, shares his personal AGI preparation playbook including specific investments, and predicts most white-collar jobs face displacement within 3-5 years.
January 22, 2026 · Podcast · 1h 16min
Jerry Tworek, a key architect behind OpenAI's reasoning models, explains why he left after seven years: the entire AI industry is converging on the same ideas, and the next breakthroughs require radical departures that big labs can't easily pursue.
January 22, 2026 · Speech · 25min
Llion Jones reframes the Transformer as an engineering trick for parallelism, not a fundamental breakthrough, and argues the real gap with human intelligence lies in broad generalization, continual learning, and non-linguistic reasoning.
January 22, 2026 · Podcast · 36min
MongoDB CEO CJ Desai argues platforms outlast products, only single-digit companies exceed $10B in software revenue, and the SaaS bear thesis fundamentally misreads where enterprise value accrues.
January 22, 2026 · Speech · 54min
LeCun argues every humanoid robot company lacks a path to real intelligence, proposes JEPA-based world models as the alternative to generative AI for physical understanding.
January 21, 2026 · Podcast · 40min
LangChain's Harrison Chase breaks down why context engineering, not better models, is the real unlock for long-horizon agents, and why traces have replaced code as the source of truth.
January 21, 2026 · Interview · 32min
Jensen Huang lays out AI's five-layer stack, argues infrastructure investment is just beginning at 'a few hundred billion' of trillions needed, and uses radiology and nursing data to make the case that AI creates more jobs than it eliminates.
January 21, 2026 · Podcast · 32min
Nadella reveals Microsoft's multi-model strategy, compares AI models to the database market's evolution, and explains how LinkedIn merged four roles into 'full stack builders'.
January 20, 2026 · Interview · 28min
Andrew Ng now requires even marketers and HR hires to code with AI, calls AGI timelines pure hype with no existing technology as a path, and warns that companies lowering the AGI bar are misleading students' career decisions.
January 20, 2026 · Interview · 25min
Amodei argues AI intelligence doubles every 4-12 months and models may surpass humans at almost everything within 1-2 years, while warning of unprecedented simultaneous GDP growth and mass unemployment.
January 20, 2026 · Interview · 26min
Hassabis sees AGI 50% likely by 2030 but warns we're still missing key capabilities, calls for CERN-like international collaboration, and predicts AI disruption 100x the Industrial Revolution.
January 20, 2026 · Interview · 12min
Hinton warns superintelligence is likely within 10-20 years, says trillion-dollar AI investments can only pay off by replacing jobs, and calls coexistence research humanity's most urgent priority.
January 20, 2026 · Interview · 44min
Nadella frames AI as a commodity measured in tokens-per-dollar-per-watt, argues GDP growth will directly correlate with token efficiency, and warns Europe to think globally not defensively.
January 19, 2026 · Podcast · 1h 9min
a16z's Apps team lays out why AI applications, not models, are where lasting value accrues, with three investment theses and real portfolio case studies.
January 18, 2026 · Podcast · 42min
From hydraulic pumps to computers, each era's cutting-edge technology becomes the metaphor for how brains work — and each time, we forget it's a metaphor.
January 18, 2026 · Podcast · 2h 29min
Daniel Miessler lays out his Personal AI Infrastructure framework, where a single human owner orchestrates an army of AI agents via scaffolding, TELOS-driven purpose, and multi-layered memory.
January 15, 2026 · Podcast · 54min
Marc Andreessen and Ben Horowitz explain why traditional market sizing is broken: supply-side breakthroughs unlock 10-100x larger markets than anyone models at the time of investment.
January 15, 2026 · Interview · 53min
Hassabis frames AGI as 5-10 years away, calls the transformation '10x the industrial revolution,' and argues Google's balance sheet is a superpower that cash-burning rivals like OpenAI lack.
January 15, 2026 · Podcast · 1h 26min
Jensen Huang reveals the personal operating system behind NVIDIA: why an empty chair beats a bad hire, how suffering forges corporate character, and why computers programming themselves will close the technology divide.
January 15, 2026 · Speech · 26min
Five top scholars at the Tsinghua AGI Summit roundtable offered tense, divergent judgments on model divergence, autonomous learning, Agent deployment, and the China-US gap.
January 14, 2026 · Podcast · 51min
McKinsey's 25-squared strategy reveals the new enterprise math: grow client-facing staff 25% while cutting back-office 25%, as 25,000 AI agents approach parity with 40,000 humans.
January 10, 2026 · Interview · 23min
Anthropic's revenue grew 10x annually for three straight years by betting on enterprise safety, while OpenAI chased consumers. Daniela Amodei explains why caution can scale.
January 8, 2026 · Speech · 1h 3min
Hinton argues LLMs genuinely understand language the same way humans do, then lays out why superintelligence will arrive within 20 years and why our best survival model is the mother-baby relationship.
January 8, 2026 · Podcast · 1h 16min
Jensen Huang argues the AI 'bubble' narrative collapses once you see AI as a multi-layer industrial stack, not a chatbot race, and that the end of Moore's Law makes accelerated computing inevitable regardless.
January 7, 2026 · Podcast · 1h 16min
Replit CEO Amjad Masad frames vibe coding as Grace Hopper's 1950s dream finally realized, reveals Agent evolution from 2-minute to 200-minute autonomous runs, and argues computational thinking trumps syntax mastery.
January 7, 2026 · Podcast · 1h 21min
Andreessen argues AI revenue is growing at unprecedented rates while model costs collapse by 10x yearly, making trillion-dollar strategic questions about pricing and distribution unanswerable today.
January 6, 2026 · Podcast · 2h 52min
Musk predicts 2026 will 'feel like the future,' warns China will surpass the US in AI compute, and argues humanoid robots will go from scarce to plentiful in five years.
January 5, 2026 · Speech · 1h 50min
Jensen Huang unveils the six-chip Vera Rubin platform delivering 5x Blackwell inference, open-sources Alpamo for autonomous driving, and declares physical AI's ChatGPT moment is near.
January 1, 2026 · Podcast · 1h 18min
Luke Drago argues AI could mirror the resource curse: whoever controls AI systems gains unchecked power as human labor loses bargaining leverage.
January 1, 2026 · Podcast · 1h 42min
SaaStr's Jason Lemkin runs an 8-figure business with 1.2 humans and 20 AI agents, predicts SDRs extinct within 12 months, and argues the 'people person' defense in sales is over.