May 15
(Preview) Inference in the Agentic Future, xAI Is Two Companies in One, Q&A on Elon’s Lawsuit, Intel, Apple
Ben and Andrew discuss the future of computing and its implications for the chip market, including what Cerebras is doing that’s different, why speed may no longer be a top priority for inference, good news for China’s AI ecosystem, the future for Nvidia, and questions on Pat Gel ... Show More
25m 57s
May 1
(Preview) AWS History and Trainium’s AI Future, OpenAI Makes a Deal With Microsoft, Meta and the Future of Wearable Devices
Ben and Andrew react to Amazon’s impressive earnings in AI with a cliffs notes history on AWS cloud computing strategy, how Amazon is returning to that playbook in AI, and why the Trainium bets look more reasonable than ever. From there: Understanding both sides of the OpenAI and ... Show More
24m 2s
Apr 17
(Preview) Six Questions on Frontier AI Labs, Messaging AI to a Skeptical Public, Amazon (and Apple?) Ramps Up Competition with Elon
Ben and Andrew begin with six emails on AI, including a question about the future of AI consumer demand, Gemini’s quiet few months, whether compute constraints should lead to price hikes, and divergent approaches to AGI at Anthropic and OpenAI. From there: An extended answer to a ... Show More
23m 37s
May 2025
Google DeepMind C.E.O. Demis Hassabis on Living in an A.I. Future
<p>This week, we take a field trip to Google and report back about everything the company announced at its biggest show of the year, Google I/O. Then, we sit down with Google DeepMind’s chief executive and co-founder, Demis Hassabis, to discuss what his A.I. lab is building, the ... Show More
1h 13m
Oct 2025
Google Part III: The AI Company
Google faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis H ... Show More
4h 4m
Jul 2025
Amazon, Google and Vibe Coding with Steve Yegge
Supported by Our Partners• WorkOS — The modern identity platform for B2B SaaS.• Statsig — The unified platform for flags, analytics, experiments, and more.• Sonar — Code quality and code security for ALL code.—Steve Yegge is known for his writing and “rants”, including th ... Show More
1h 33m
Jul 2025
He saved OpenAI, invented the “Like” button, and built Google Maps: Bret Taylor on the future of careers, coding, agents, and more
Bret Taylor’s legendary career includes being CTO of Meta, co-CEO of Salesforce, chairman of the board at OpenAI (yes, during that drama), co-creating both Google Maps and the Like button, and founding three companies. Today he’s the founder and CEO of Sierra, an AI agent company ... Show More
1h 28m
Aug 2025
How 80,000 companies build with AI: products as organisms, the death of org charts, and why agents will outnumber employees by 2026 | Asha Sharma (CVP of AI Platform at Microsoft)
Asha Sharma leads AI product strategy at Microsoft, where she works with thousands of companies building AI products and has unique visibility into what’s working (and what’s not) across more than 15,000 startups and enterprises. Before Microsoft, Asha was COO at Instacart, and V ... Show More
57m 11s
Ben and Andrew begin with a look at SpaceX before its June IPO. Topics include: Why the S-1 math that doesn’t quite pencil out for now, the madness of analyzing Musk companies generally, the company’s ultimate upside, and why the IPO is worth applauding regardless. Then: Questions on terrestrial solutions vs. data centers in space, the durability of SpaceX’s ... Show More
