Agent traffic already beats humans 60/40, and nobody is paying
Cloudflare's Matthew Prince talks with a Nous Research co-founder about agent traffic overwhelming the web, the frontier labs' commodity risk, and why GPUs sit 5-8% utilized.
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Within 5 years, your agent will decide what data to share
Jean Denise, founder of Town and former Plaid CTO, covers agent-to-agent network effects, the margin trap of competing with frontier labs, and why speed no longer protects startups.
Armadin's AI agents found 90 zero days in Fortune 500 production
Armadin's Kevin Mandia, who built Mandiant, talks with David George about AI offense at scale, autonomous defense replacing human SOC loops, and building a security company at AI speed.
Agents will compress bank multiples as AI revenue nears $170 billion
Jordy Visser, founder of Visser Labs, tells Julia La Roche why AI is the only macro that matters, how agents threaten banks, and why crypto is his 100-to-1 bet.
ElevenLabs expects its audio research lead to shrink, builds moat elsewhere
Mati Staniszewski, co-founder of ElevenLabs, covers audio-only research focus, forward deployed engineers feeding the product, and why he has turned down three or four acquisition offers.
A model 34 times cheaper beats last month's best on health
OpenAI health AI research lead Karan Singhal covers specialist training inside general models, trust built on physician consensus, and why OpenAI won't try to deliver medical care itself.
Young people exist to be heretics, and college beats it out
Replit founder Amjad Masad talks with the Academy's founders about redesigning college, why early startup funding can be predatory, and how AI is changing both learning and the shape of companies.