Consumer AI is a power-user game: 4.5% pay, 10% fund most
Olivia Moore and Josh Elman of a16z, with host Elena Burger, cover the seventh top-100 consumer AI report: concentrated spending, personal agents, and the case for ads beyond subscriptions.
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Nobody designed how Claude thinks, and it plans ahead anyway
Emanuel Ameisen, an interpretability researcher at Anthropic, talks to host Lenny about how models plan ahead, why smooth progress produces sudden jumps, and whether anthropomorphizing helps safety.
a16z's Frontier fund bets AI may pull 20 years forward
Chris Dixon, Marc Andreessen and Ben Horowitz launch a16z Frontier, then get into why founders beat incumbents with AI, what agents do to the web, and why open source matters.
Mega-funds need $1 billion positions, so profitable startups go unfunded
Harry Stebbings, Jason Lemkin and Rory O'Driscoll dissect venture's capital concentration, CoreWeave's debt-fuelled fragility, and Anthropic's slowing growth ahead of a possible $1.5 trillion IPO.
Safeguard-free open models, not rogue AI, are the imminent threat
Bill Gates, chairman of the Gates Foundation, tells Decoder about cyber and bio risk, a 20-year jobs transition, and how to enforce safeguards on open-weight models.
AI is the only US industry free to release superintelligence tomorrow
MIT physicist Max Tegmark, talking with Brian Keating, covers OpenAI's partial Navier-Stokes result, the Hugging Face agent breakout, and why safety standards and formally verified code could lower P(doom).
Soares: better than 50% odds humanity has under a decade left
MIRI's Nate Soares tells Nicholas Thompson how a rogue superintelligence ends humanity, why chip monitoring and diplomacy come before air strikes, and why he tells alignment researchers to quit.