Your guide to the AI revolution, co-hosts Elad Gil and Sarah Guo talk to the world's leading engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? Email feedback to [email protected]. Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners. Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Building high-performance AI inference chips requires a fundamental shift toward maximizing memory bandwidth to support the rapid scaling of frontier models. Fractile, led by founder and CEO Walter Goodwin, addresses this by integrating full-stack design capabilities to create chips that handle multi-trillion parameter...
Generative AI development is shifting from autoregressive models toward diffusion-based architectures to prioritize inference speed and efficiency. Stefano Ermon, a Stanford professor and co-founder of Inception, explains that while autoregressive models process tokens sequentially—creating memory-bound bottlenecks—dif...
The rise of "agentic finance" necessitates independent financial accounts for AI agents, as traditional credit card fees are inefficient for the high volume of micro-transactions under $0.30. Coinbase is building infrastructure to support this agentic economy while simultaneously evolving into an "Everything Exchange" ...
The brain functions as a computer, making it a primary target for medical engineering to restore lost sensory and motor capabilities. Max Hodak, founder and CEO of Science, details the development of the PRIMA retinal prosthesis, which recently received European regulatory approval to restore form vision in blind patie...
Nuclear energy requires a shift from theoretical modeling to rapid hardware iteration to achieve planetary-scale power production. Valar Atomics, led by founder Isaiah Taylor, prioritizes building and testing physical reactors to reduce costs and increase energy abundance. By focusing on "tick rate"—the frequency of re...
Modern AI model evaluations fail to accurately reflect capabilities because they ignore the critical role of test-time compute. As models like 5.5 demonstrate, performance on complex reasoning tasks—such as solving mathematical conjectures—scales significantly with increased inference budgets, rendering static, one-siz...
Semiconductor industry veteran and Intel CEO Lip Bu Tan outlines a strategic roadmap for revitalizing Intel through cultural transformation, increased accountability, and a focus on next-generation leadership products. Domestic manufacturing and the development of a full-stack solution—integrating silicon, software, an...
Biohub integrates frontier artificial intelligence with advanced biological research to accelerate the pace of scientific discovery, with the ultimate goal of curing, preventing, and managing all diseases. By developing open-source tools and world models of cells, the initiative aims to move biology from a discovery-ba...
The shift toward agentic systems and ecosystem-driven AI platforms defines the current technological frontier, moving beyond individual models to integrated, value-creating architectures. Microsoft CEO Satya Nadella emphasizes that true competitive advantage lies in developing private evaluation frameworks and "harness...
Long Lake Management employs an AI-driven buyout strategy to transform traditional service-based industries into high-growth, technology-enabled businesses. By acquiring companies and deploying a proprietary horizontal AI platform called Nexus, the firm automates mundane tasks, significantly increasing employee product...
AI inference serves as the critical frontier for scaling artificial intelligence, as businesses increasingly transition from generic APIs to custom, in-house models. Tuhin Srivastava, CEO of Baseten, highlights that the application layer remains vital because companies derive competitive moats from proprietary user sig...
SAP is undergoing a fundamental re-engineering of its enterprise software platform by integrating AI agents and generative user interfaces to move beyond traditional, manual-click workflows. As the company transitions from standard software-as-a-service to an outcome-based model, the focus shifts toward leveraging deep...
Enterprise technology leadership in the age of AI requires balancing rapid innovation with the stability of core platforms. ServiceNow CEO Bill McDermott emphasizes that while language models excel at generating content, they lack the deterministic reliability and deep organizational context required for mission-critic...
Stablecoins serve as a foundational protocol for internet-native, full-reserve dollar payments, enabling frictionless, global value transfer. By acting as programmable money, these digital assets allow autonomous AI agents to execute financial transactions, facilitating a new era of agentic economic activity. Circle’s ...
The conversation centers on the transformative impact of AI agents on software engineering, research, and daily life. Andrej Karpathy shares his experiences with delegating coding tasks to AI agents, leading to a state of "AI psychosis" due to the vast possibilities. He also details his use of "Dobby the Elf Claw," an ...
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