Aug 25, 2026

Dylan Patel – Two labs will soon control most of the world's workforce

A detailed discussion on the rapid centralization of AI compute power within frontier labs like OpenAI and Anthropic, driven by their superior monetization of compute. The conversation explores the massive CapEx requirements for AI infrastructure, the potential for a sovereign debt crisis due to rising interest rates, and the impact of regulation on AI progress. It also delves into the strategic shift from inference to R&D within labs and the implications of exponential growth in

Aug 18, 2026

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton and Khurram Javed discuss their radical vision for AI at Oak Lab, advocating for truly continual learning agents that learn from their own experience, rejecting synthetic data due to the "Big World Hypothesis," and outlining a path to overcome catastrophic forgetting with "continual backprop" for a trillion-parameter, self-maintaining mind, while critiquing LLMs as only a fraction of intelligence.

Aug 08, 2026

CAN CHINA BEAT WAYMO?

This episode discusses three critical topics in AI: the true nature of recent AI agent "breakouts," arguing they highlight governance and security flaws rather than model danger; the role of AGI narratives in fueling the current AI investment bubble and questioning its sustainability; and China's aggressive strategy in the global robotaxi market, potentially outpacing Western counterparts like Waymo.

Aug 06, 2026

Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture

Elad and Sarah discuss the rapid rise of AI's multi-trillion-dollar companies, debating whether this growth is sustainable or an anomaly. They explore how founder ambition is shaped by fear of AI labs, optimal strategies for startup exits, and the psychological impact of impending AGI on researchers. Key bottlenecks like compute power, the emergence of an oligopoly, and the growing threat of regulatory capture—exemplified by California's tax policies—are also analyzed, highlighting the critical societal trade-off between safety and technological progress.

Jul 29, 2026

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Jerry Tworek and Rohan Anil, founders of Core Automation, argue that the transformer architecture has reached its limits and the primary bottleneck to smarter AI systems is now architectural. They contend that current models lack continual learning and test-time adaptation capabilities, critical for real-world deployment. They advocate for new architectures that learn from experience more efficiently than current reinforcement learning, optimize pre-training and RL end-to-end, and build a highly automated lab focused on accelerating innovation through kernel generation, aiming for models that can improve themselves without human intervention.

Jul 28, 2026

Sam Altman: "Never a Better Time to Do a Startup"

Sam Altman, co-founder and CEO of OpenAI, reflects on the evolution of startups from YC's first batch to the current AI-driven era. He discusses the unprecedented opportunities for ambitious founders, the critical role of startups in distributing AI's power, the importance of conviction against conventional wisdom, and the rapid advancements in AI models, while also addressing safety concerns and envisioning an optimistic future for human agency.