Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.
Software development is undergoing a fundamental transformation as AI agents shift from simple code completion to autonomous, end-to-end engineering. Boris Cherny, creator of Claude Code, highlights that modern coding increasingly relies on multi-agent systems and "looping" mechanisms, where AI manages complex workflow...
AI development remains fundamentally driven by the empirical scaling laws of compute, where increasing resources consistently yield more capable models without hitting a ceiling. Despite the rapid advancement of agentic coding tools that now automate significant portions of software development, the primary constraint ...
Demis Hassabis, co-founder of DeepMind, integrates his background in chess, gaming, and neuroscience to pursue the development of Artificial General Intelligence (AGI). By treating AI as a powerful scientific tool, he aims to solve complex, emergent problems, exemplified by AlphaFold’s success in protein folding and th...
The transition to "Software 3.0" marks a fundamental shift where prompting replaces traditional coding, positioning LLMs as the primary interpreter for digital computation. While "vibe coding" democratizes software creation, professional development is evolving into "agentic engineering," which requires maintaining hig...
Marketing has entered an era of "agent-led growth," where generative AI agents—rather than human consumers—act as the primary interface for internet discovery and purchasing decisions. James Cadwallader, CEO of Profound, highlights that this shift renders traditional SEO strategies insufficient, as agents consume infor...
Ginkgo Bioworks CEO Jason Kelly discusses how AI and automation can revolutionize scientific research, particularly in biotechnology. He argues that while previous tech revolutions had little impact, AI can fundamentally change how science is conducted by automating experimental work and enhancing data analysis. Kelly ...
Starcloud CEO Philip Johnston discusses the economic and logistical advantages of building data centers in space. He argues that as terrestrial energy projects face increasing regulatory and cost constraints, space-based data centers powered by solar energy will become more competitive, especially with decreasing launc...
The discussion centers on democratizing access to frontier AI infrastructure, particularly for post-training models. Will Brown and Johannes Hagemann from Prime Intellect detail their platform, Lab, which aims to provide startups and enterprises with the tools to optimize AI models for specific products, similar to how...
Pace founder and CEO Jamie Cuffe discusses how AI agents are transforming insurance back-office operations by replacing traditional business process outsourcing (BPO). Pace focuses on automating critical workflows like submission intake and claims processing, leveraging AI to handle emails and PDFs, the lingua franca o...
The terminal's unexpected resurgence as the focal point for AI-driven development is examined, with Zach Lloyd, founder of Warp, detailing its suitability for agentic workflows due to its text-based, time-oriented nature. Coding interfaces are converging into workbenches designed for prompting and agent orchestration, ...
The discussion centers on the evolution and future of long-horizon agents, particularly in coding and AI Site Reliability Engineering (AISRE). It highlights the shift from simple prompts to complex harnesses that facilitate context engineering through techniques like compaction and sub-agents. A key point is the increa...
Recursive Intelligence founders Anna Goldie and Azalia Mirhoseini, who pioneered Google's AlphaChip project for TPUs, discuss how AI can revolutionize chip design. They highlight the mismatch between the rapid advancement of AI models and the slower pace of chip development, arguing that AI-driven chip design can bridg...
Physical Intelligence is building robotic foundation models capable of performing various tasks across different robotic form factors. Karol and Tobi from Physical Intelligence discuss their PI-STAR 0.6 model, which uses reinforcement learning to improve robot performance and enable real-world deployment. They highligh...
In this episode, Sanjit Biswas, founder and CEO of Samsara, discusses physical AI and its applications in industries like logistics, construction, and public sectors. Biswas shares his background, from MIT's RoofNet project to founding Meraki and Samsara, emphasizing the importance of building impactful technologies. T...
Generative video represents a massive, compute-intensive market that demands specialized infrastructure beyond standard LLM optimization. Unlike language models, video generation requires saturating GPU compute bandwidth to handle complex denoising and attention operations across thousands of frames. The current ecosys...
In this interview, Alex Kendall, CEO of Wayve, discusses the evolution of autonomous driving (AV) from AV 1.0, which relied on hand-engineered code and high-definition maps, to AV 2.0, which utilizes end-to-end neural networks and general-purpose AI. Wayve's approach focuses on building intelligent robots capable of ge...
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