Coding agents now drive 60% of Vercel deployments, up from 3%
Vercel CEO Guillermo Rauch on Sorcery covers agent-first web design, why 80% of tokens on Vercel's gateway go to open models, and how to contain rogue agents.
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Scaling's 2020-2025 era is over and generalization is the bottleneck
Ilya Sutskever of SSI on why models ace evals yet lag economically, why people generalize better, and how superintelligence should be deployed.
Ulysses sells underwater drones at $50,000 against the Navy's $5 million
Will O'Brien, cofounder of Ulysses, covers vertical integration for mass-produced ocean robots, the economics of replacing crewed ships, and why undersea cables need permanent autonomous patrols.
Perplexity grew revenue 5x by betting on depth, not users
Perplexity CEO Aravind Srinivas on recursive usage over network effects, orchestrating local and cloud compute instead of building data centers, and why curiosity is the brand.
Last year's AI models were good enough; the bottleneck is applications
MIT economist and Nobel laureate Daron Acemoglu on why automation alone fails, why Silicon Valley overinvests in foundation models, and what skills and businesses hold value as AI diffuses.
Altman admits he still works the old way despite Codex
OpenAI CEO Sam Altman talks with a history-obsessed podcast host about adoption inertia, why he killed Sora and Atlas, and how iterative deployment, not isolation, makes AI safe.
Agentic card tokens went from zero to millions weekly
Terry Angelos, chief strategy officer of VGS, talks with Andreessen Horowitz's Alex Rampell about agents getting payment credentials, the wallet wars, and unresolved liability when an AI makes a purchase.