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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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.
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.
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.
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.