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.

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.

Jul 13, 2026

Why a Nation Can't Outsource Its Frontier AI - Alistair Pullen (Cosine AI)

Alistair Pullen, CEO of Cosine, discusses the UK's sovereign AI initiative, born from US export controls. He outlines Cosine's unique economic model, competing with "millions" against "billions" by licensing models instead of hosting inference. Pullen delves into why open models lag frontier systems, emphasizing active parameters and post-training data. He explains Cosine's innovative approach to "slop" through process-based RL and credit attribution, advocating for runtime proof in code review. The conversation covers their hierarchical "Swarm" sub-agent system, the challenges of memory, and advanced synthetic data generation, concluding on the geopolitical impact of export controls as an unexpected catalyst for UK AI.