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Oct 2025
31m 57s

Unlocking the Road to Energy Abundance w...

Conviction
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Beam: The Great American Open Model with ReflectionAI Co-Founder and CEO Misha Laskin
Is the future of frontier AI open or closed? ReflectionAI co-founder and CEO Misha Laskin joins Sarah Guo and Elad Gil to discuss the launch of Beam, the company’s 500 billion parameter open-weight reasoning model. Misha breaks down the pre-training and reinforcement learning req ... Show More
1h 9m
Oct 2
Frontier Chips for Frontier AI Labs, with Walter Goodwin, Founder/CEO of Fractile
Founder and CEO of full-stack AI chip company Fractile, Walter Goodwin, joins Sarah Guo to discuss the bets he’s made on the future of the chip market as other major players like Broadcom, NVIDIA, and AMD try to accelerate their workloads. They discuss the difference in Fractile’ ... Show More
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Sep 24
Re-Founding Incumbents for the AI Era with Sequence Holdings Co-Founder and CEO Michael Lee
Can AI transform legacy incumbents rather than replacing them? Sequence Holdings co-founder and CEO Michael Lee joins Sarah Guo to discuss how holding company structures and engineering integrations are reshaping market leaders from the inside out. Michael details Sequence’s $7.7 ... Show More
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