Meta wrote a $100 billion check before seeing Muse Wonder
Mark Zuckerberg and Alex Wang tell a Stripe-hosted podcast how Meta built Muse Wonder, why the model is the product, and how they justified a $100 billion-plus compute bet.
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Specialized robots, not humanoids, will automate one industry at a time
Uber co-founder Travis Kalanick talks to the host of the Founders podcast about winning and losing at Uber, how to run fundraising as an auction, and why Adams builds specialized robots.
Agents went from 10 seconds of work to hours; months next
Scott Wu, co-founder of Cognition, covers extrapolating agent task length, how Devin won Fortune 500 enterprises, and why focused, model-neutral startups can beat giants.
Open models went from 30% to 70% of gateway tokens
Misha Laskin, CEO of Reflection AI, covers the cost of reaching the frontier, how enterprises move from renting closed tokens to owning open models, and why openness improves safety.
Enterprises will drop god-models for narrow, owned, controllable ones
Amjad Masad of Replit and Alex Atallah of OpenRouter, newly acquired by Stripe, get into model independence, why general agents fail at work, and whether smarter models deceive more.
AI has flattened the threat pyramid: activists now match nation states
CrowdStrike CEO George Kurtz on No Priors: how AI flattened the attacker pyramid, why defenders need unrefused models, and how CrowdStrike's red-blue loop and open-weight bet respond.
OpenAI's CFO says year-old compute would resell at 3-5x
Sarah Friar, OpenAI's CFO, talks with Declan Kelly about funding capacity for 2030-2035, pricing agents against engineer salaries, and why judgment stays human.