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Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

No Priors · 2026-08-05

Sarah Guo 与 Elad Gil 的主持人对谈：质疑「三五年再出多家万亿公司」的叙事，区分 TAM 与到账速度，讨论创始人何时该卖、token 预算/算力权力律，以及加州监管与安全监管捕获如何拖慢核能式进步。

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

All-In · 2026-08-05

在这期播客中，Saronic公司的创始人Dino Mavrucus和Vib Altukar讨论了他们在自动化船舶领域的创新，特别是在与中国在造船能力上的竞争中，美国如何通过技术和战略来应对挑战。

The Inference Engineering Masterclass — Philip Kiely & Ali Taha, Baseten

Latent Space · 2026-08-02

Baseten 双人谈推理工程：专有部署、推测解码、量化、并行与 mega kernel，以及视频/扩散等多模态服务——下一阶段 100× 可能来自推理栈而非只扩预训练。

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

All-In · 2026-07-31

本期播客探讨了芯片股暴跌、20亿美元基金的保证金追缴、前沿实验室的AI发展放缓以及Mamdani的杂货店等话题，深入分析了AI技术的扩散、安全性、企业应用及其对经济的影响。

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

No Priors · 2026-07-30

Netic 创始人兼 CEO Melisa Tokmak 向 Elad Gil 解释：在 HVAC、宠物护理、酒店等「真实世界必要服务」中，用 AI agent 承接客户沟通、调度与派工，使企业聚焦蓝领交付；她主张做可规模化产品而非 AI roll-up，不认为前沿实验室是近期对手，并看好 AI 对教育的平权作用。

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

All-In · 2026-07-28

在这期播客中，四位机器人公司CEO探讨了人形机器人在家庭中的应用、中国的威胁以及危险工作的终结。

#499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

Lex Fridman · 2026-07-27

内战史家 Gary Gallagher 与 Lex 深谈美国内战：奴隶制是无可替代的起因（但士兵动机≠因果）；林肯与格兰特对联邦、李对邦联的个体权重“超乎计算”；解放宣言是战时统帅权下的军事—政治工具；维克斯堡与 1864 选举比重高于大众神话中的葛底斯堡；失落事业与纪念碑是未结束的记忆战争——共和国分裂像 1850

Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

Latent Space · 2026-07-27

OpenAI 的 Akshay Nathan 讲 Codex 到 ChatGPT Work：共享 agent harness、Artifacts/站点产出、记忆个性化，以及如何用「优质打席」而非空转衡量 AI 生产力。

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

All-In · 2026-07-24

本期节目深入探讨了加州高铁项目的浪费与腐败问题，以及揭露政府欺诈的挑战，特别是Nick Shirley在揭露这些问题时面临的法律和安全威胁。

Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

No Priors · 2026-07-22

DoorDash 联合创始人 Andy Fang 与 Stanley Tang 向 Sarah Guo 说明：Ask DoorDash 自然语言订餐/杂货如何改变发现与客单价；公司自 2018 起布局自动驾驶配送，自研 Dot 机器人在凤凰城跑了两年多；强调「用例倒推」与多模态车队，并预测十年后 Dasher 人数不减

Inside the Model Factory — Eiso Kant, Poolside AI

Latent Space · 2026-07-21

Poolside 的 Eiso Kant：模型工厂观（90% 工程）、开权重生态、编码 agent harness，以及批评幼稚工具协议——在算力供应链约束下仍要催生更多基础模型公司。

🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)

Latent Space · 2026-07-20

Xaira：虚拟细胞与药物发现要因果模型，就需要因果扰动数据；当前测序常杀死细胞，活细胞时间分辨测序才是真正「魔杖」。

频道

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, and Regulatory Capture with Sarah & Elad

Saronic Founders: Autonomous Warships, China's 230X Advantage & Swarms of Robot Ships

The Inference Engineering Masterclass — Philip Kiely & Ali Taha, Baseten

Chip Stocks Crash, $20B Fund Margin Called, Frontier Labs: SLOW DOWN AI, Mamdani's Grocery Stores

Building an Autonomous Enterprise for Real-World Services with Netic Founder Melisa Tokmak

The $1/Hour Worker: Four Robotics CEOs on Humanoids at Home, China's Threat, and the End of Dangerous Jobs

#499 – Gary Gallagher: American Civil War, Slavery, Lincoln, Grant & Lee

Codex from 0 to 10M Users: Building ChatGPT Work — Akshay Nathan, OpenAI

The Fight Over Open Source AI, Anthropic's $1.5B Payout, NYC Socialists: Evictions = Violence?

Building an Autonomous Delivery Experience with DoorDash Co-Founders Andy Fang and Stanley Tang

Inside the Model Factory — Eiso Kant, Poolside AI

🔬Causal Models Need Causal Data - Xaira’s X-Cell model for Drug Discovery (Bo Wang & Ci Chu, Chief Discovery Officer & Chief AI Scientist)

Mark Cuban on the AI Bubble: Who Actually Gets Wiped Out?

Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters

🔬 The Lab of the Future Should Feel Like a Data Center — Andy Beam & Rafa Gómez-Bombarelli, Lila Sciences

Former Intel CEO on What Went Wrong, What's Next + Lovable CEO on the Real Promise of Vibe Coding

The Trillion-Dollar Industries AI Is Disrupting: Voice, Law & the End of the Billable Hour

More Trillion Dollar IPOs, Anthropic $3T, Zuck's Price War, China Ends Open Source?, Trump Accounts

Open Source Wins, AGI Is Here, and Scorsese's AI Toolkit with CEOs of Cerebras & Black Forest Labs

Travel Through the Lens of AI with with Booking.com CEO Glenn Fogel