Sep 30, 2026

AI, Infrastructure, and the Next Investment Cycle

David George, Sarah Wang, Alex Immerman, and Santiago Rodriguez from a16z walk through 25 charts from their State of Markets presentation, covering why markets are rising on earnings rather than multiple expansion, the roughly $780B hyperscaler capex race, the new age of atoms in physical infrastructure, enterprise AI adoption gaps, agent economics and falling inference costs, consumer AI and marketplace disruption, the bifurcation of SaaS, the rise of mega private companies, and the sectors they are most excited about next.

Sep 29, 2026

OpenAI DevDay 2026 Keynote (FULL)

OpenAI's DevDay unveiled significant advancements including 'Dots' (always-on AI agents for personal and professional delegation), 'ChatGPT Spaces' (a collaborative platform for human-AI teams), and major model updates like GPT-6.1 Sol (cost-effective intelligence) and Astra Ultrafast (unprecedented speed). New developer tools, cloud-based Codex, enhanced APIs, and privacy features were also introduced, alongside strategies for distribution and monetization, underscoring OpenAI's vision of AI as a 'Renaissance' for human empowerment.

Sep 29, 2026

What Would Make an AI Assistant Worth Paying For?

This discussion with David Pawlan of Assistant Bench unpacks the explosive growth of personal AI agents, exploring their capabilities, current landscape, and future implications. Topics include diverse agent use cases from daily admin to finance, the evolution of human-agent interfaces (voice, hardware), the critical role of proactivity and trust, the emergence of silent multiplayer agents, and the transformative impact on commerce. The conversation also delves into agent-to-agent interactions, economic models, and the profound shift towards a consumer-aligned internet.

Sep 29, 2026

Where AI products go next: voice, agents, and self-driving software | Tara Sesha and Nan Yu (OpenAI)

A live talk from the Lenny and Friends Summit with OpenAI's Tara Seshan and Nan Yu and host Claire Vo on building AI products when both technology and user expectations change rapidly. Topics include shipping imperfect features (the ChatGPT "toggle"), the 2 to 3 month model-capability horizon, enterprise absorption limits, single versus multi-agent design, platform layering with computer use as a fallback, working with research through evals, direct user relationships, and predictions for voice, proactive agents, and hardware.

Sep 27, 2026

No, That's Not a Software Factory — Ryan Cooke, WorkOS

Ryan Cooke of WorkOS argues that software factories should be judged by customer outcomes rather than PR counts or AI-generated code volume. He describes how WorkOS embedded its product engineering process into its factory through TARS, Horizon, a PM agent that drafts Hilltop docs, and an internal MCP gateway connected to Snowflake, along with bug triage, owned sandboxes, a memory layer and outcome-focused metrics.

Sep 27, 2026

What It Actually Takes to Build a Software Factory — Tereza Tížková, Factory

Tereza Tížková of Factory explains what a software factory really is: an autonomous, end-to-end software lifecycle that goes far beyond coding agents. She covers three guiding principles of agnosticism, autonomy, and continuous improvement, including automatic model routing, long-running multi-agent missions with sequential workers and independent validators, a deferred context engine, and agent readiness checks, and closes with a view on what remains for humans.