Podcast Episodes
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Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg
Season 1 Episode 161
Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, …
4 months, 3 weeks ago
Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman
Season 1 Episode 160
The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman j…
4 months, 4 weeks ago
Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud
Season 1 Episode 156
Baseten CEO and co-founder Tuhin Srivastava sits down with Sarah Guo and Elad Gil to discuss the rapid growth of AI inference demand, Baseten’s 30x g…
5 months, 1 week ago
SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig
Season 1 Episode 158
More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technologica…
5 months, 2 weeks ago
Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott
Season 1 Episode 157
Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerh…
5 months, 3 weeks ago
The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire
Season 1 Episode 156
AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, a…
6 months ago
AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus
What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder a…
6 months, 1 week ago
Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI
Season 1 Episode 154
What happens when AI agents can design experiments, collect data, and improve — without a human in the loop? Andrej Karpathy joins Sarah Guo on the s…
6 months, 2 weeks ago
From Coder to Manager: Navigating the Shift to Agentic Engineering with Notion Co-Founder Simon Last
Season 1 Episode 153
Notion isn’t designing AI agents that just use tools. Their agents can autonomously build their own integrations, as well as write the code needed to…
6 months, 4 weeks ago
How Capital is Powering the AI Infrastructure Buildout with Magnetar Capital Managing Director Neil Tiwari
Season 1 Episode 152
By the end of 2026, AI capital expenditure is projected to hit nearly $700 billion. The question isn’t who has the best model, but who has the most c…
7 months, 2 weeks ago