AI
Artificial intelligence: the models, the labs, the people building them, and what it all means.
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Inside Figure: Brett Adcock’s $39 Billion Bet on Humanoid Robots, Helix AI, and the Race to Physical AGI
Figure is the $39 billion humanoid robotics company most likely to put a general-purpose robot in a commercial workforce, and possibly your living room, before the end of…
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Elad Gil on the AI Frontier: Compute Constraints, the Personal IPO, and Why Most AI Founders Should Sell in the Next 12 to 18 Months
Elad Gil sat down with Tim Ferriss for a wide ranging conversation that pairs almost perfectly with his recent Substack post Random thoughts while gazing at the misty…
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How GPT-5, Claude, and Gemini Are Actually Trained and Served: The Real Math Behind Frontier AI Infrastructure
Reiner Pope, CEO of MatX and former TPU architect at Google, sat down with Dwarkesh Patel for a different kind of episode: a chalk-and-blackboard lecture on how frontier…
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Jensen Huang on Nvidia’s Supply Chain Moat, TPU Competition, China Export Controls, and Why Nvidia Will Not Become a Cloud (Dwarkesh Podcast Summary)
TLDW (Too Long, Didn’t Watch) Jensen Huang sat down with Dwarkesh Patel for over 90 minutes covering Nvidia’s supply chain dominance, the TPU threat, why Nvidia will not…
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Anthropic’s Growth Strategy Explained: $1B to $19B in 14 Months, Automating Experiments With Claude, and Why Old Playbooks Are Dead (Lenny’s Podcast Recap)
TLDW (Too Long, Didn’t Watch) Amol Avasare, Head of Growth at Anthropic, sat down with Lenny Rachitsky to explain how Anthropic grew from $1 billion to over $19…
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Jensen Huang on Lex Fridman: NVIDIA’s CEO Reveals His Vision for the AI Revolution, Scaling Laws, and Why Intelligence Is Now a Commodity
A deep breakdown of Lex Fridman Podcast #494 featuring Jensen Huang, CEO of NVIDIA, covering extreme co-design, the four AI scaling laws, CUDA’s origin story, the future of…
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Andrej Karpathy on AutoResearch, AI Agents, and Why He Stopped Writing Code: Full Breakdown of His 2026 No Priors Interview
TL;DW Andrej Karpathy sat down with Sarah Guo on the No Priors podcast (March 2026) and delivered one of the most information-dense conversations about the current state of…
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Jensen Huang on Nvidia’s Future: Physical AI, the Inference Explosion, Agentic Computing, and Why AI Doomers Are Wrong
Jensen Huang sat down with the All-In Podcast crew at GTC 2026 for one of the most wide-ranging and candid conversations he’s had in years. From the Groq…
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Marc Andreessen on Zero Introspection, Founders vs. Managers, and Why Elon Musk Invented a New School of Management
Marc Andreessen sat down with David Senra for a nearly two-hour conversation that covered everything from caffeine-induced heart palpitations to the structural collapse of managerialism, Elon Musk’s radical…
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John Arnold Interview: Legendary Energy Trader Reveals China Robotics & EV Secrets, US Energy Bottlenecks for AI Data Centers, Nuclear Future & Systems Philanthropy
TL;DR: In a wide-ranging Invest Like The Best episode, legendary energy trader and philanthropist John Arnold shares explosive insights from his recent China trip — witnessing unmatched manufacturing…
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Karpathy Autoresearch Tutorial 2026: How AI Agents Run 100+ LLM Pretraining Experiments Overnight – Complete Guide & Setup
Andrej Karpathy Autoresearch is the breakout open-source project of March 2026. Released just days ago, this ~630-line minimalist framework lets AI coding agents (Claude, GPT-4o, Gemini, etc.) autonomously…
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Naval Ravikant 2026 Megasode: Every Lesson on Wealth, Happiness, Judgment & Truth (4-Hour Breakdown)
TLDR Naval Ravikant sat down with Eric Jorgenson (author of The Almanack of Naval Ravikant) for a 4+ hour megasode on the Smart Friends podcast — his most…