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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.
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- European Defense Sovereignty Starts in the Factory: Stark’s Uwe Horstmann and Johannes Schaback · 44 minTwo years after its founding, Stark has roughly 700 employees and strike drones in the field in Ukraine. CEO Uwe Horstmann and CTO Johannes Schaback argue that the real lesson of…
- Inside the Robot Data Factory: Mecka's Josh Gao on Sensorizing Humans to Train Robots · 45 minRobotics never got the internet's gift of free training data, so someone has to manufacture it. Josh Gao, founder and CEO of Mecka AI, runs one of the largest robot data…
- David Silver and Lasse Espeholt of Ineffable Intelligence: A Superlearner for the Age of Experience · 1 h 8 minDavid Silver spent two years building AlphaGo on human data. When he removed human data altogether building AlphaGo Zero, the AI surpassed AlphaGo in under two days. He left…
- Google's AI Infrastructure Chief, Amin Vahdat, on the Physics & Economics of Frontier AI · 1 h 4 minAt 100,000-accelerator scale, something fails multiple times an hour, which is why Google's Chief Technologist for AI Infrastructure Amin Vahdat thinks FLOPS is a vanity metric…
- Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion · 1 h 5 minStarting a company is hard. Reinventing your company for AI as a public company with quarterly earnings results is even harder. Aaron Levie has pulled off the transition with Box…
- Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph · 52 minMost public safety technology companies grow by collecting more data. Peregrine inverted the model: no sensors, no new data, a business built on connecting the data and…
- Parallel’s Parag Agrawal: Building a New Web for AI Agents · 55 minParag Agrawal is making a bet that goes against two decades of web search: agents will query the web a thousand times more than humans ever have, and the infrastructure built…
- Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again · 54 minRich Sutton, who helped pioneer reinforcement learning and wrote the seminal AI essay The Bitter Lesson, has now cofounded Oak Lab with his former student Khurram Javed. Their…
- Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem · 47 minMost people treat biology as a bespoke, messy science. Josh Meier and Matt McPartlon, co-founders of Chai Discovery, treat it as an engineering problem. They make the case that…
- Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil · 49 minJerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer…
- Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself · 52 minFactory started building fully autonomous coding agents in April 2023, two years before enterprises were ready. Matan Grinberg now says this is indistinguishable from being…
- Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden · 49 minKatelyn Lesse and Angela Jiang lead the team building Anthropic's developer platform - the layer that both outside builders and Anthropic's own products run on top of. Angela…
- Inside Zipline's Autonomous System: 140M Miles, Zero Incidents · 55 minThe largest commercial autonomous system on earth isn't a robotaxi fleet — it's Zipline, which has flown 140 million autonomous miles with zero safety incidents. Co-founder…
- Why Hardware-Software Co-Design Is AI's Real 100x: Dylan Patel of SemiAnalysis · 1 h 10 minDylan Patel, founder of SemiAnalysis, argues the biggest gains in AI don't come from faster chips, they come from software-hardware co-design. Optimizing the model, the kernels…
- Memory and Continual Learning: Engram's Dan Biderman and Jessy Lin · 45 minDan Biderman and Jessy Lin, co-founders of Engram, are building a neolab around memory and continual learning, which they call two sides of the same coin. Their contrarian…
- Simulating Humans at Scale: Simile's Joon Sung Park · 39 minThe race to build superintelligence is producing models that keep getting better at objective problems, but not at behaving like actual people. Joon Sung Park, founder and CEO of…
- Google DeepMind's Logan Kilpatrick: Why the Model Eats the Harness · 51 minThe entire startup ecosystem is racing to build agent harnesses. Logan Kilpatrick, who leads Google AI Studio and the Gemini API, argues that scramble has a roughly 12-month…
- LIVE: Jensen Huang on Building the Dynamo of the Intelligence Age · 41 minJensen Huang, founder and CEO of NVIDIA, makes the case that computing is undergoing its biggest shift in 60 years: from retrieval, where data centers store files we look up, to…
- Knowing What Your Customers Want, All the Time: Listen Labs' Alfred Wahlforss · 40 minAlfred Wahlforss, co-founder and CEO of Listen Labs, is building an AI agent that interviews your customers at a scale no focus group ever could—thousands of voice conversations…
- How Cursor Trained Composer on Fireworks: Distributed Infrastructure for High-Performance RL · 46 minCursor's Federico Cassano and Fireworks' Dmytro Dzhulgakov explain how they collaborated to build Composer as a specialized foundation model. The core insight: models have finite…
