AI cut a 6-month feature to 10 days, but operations resists
Grepr CEO Jad Naous and host Martin Casado debate how AI coding gains of 10-20x carry over to production operations, security, and the physical world.
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Cars are only 30% of Applied Intuition's business
Qasar Younis and Peter Ludwig of Applied Intuition get into the physical AI market beyond cars, Cruise's collapse inside General Motors, and the launch of Dana, a toolchain for autonomy.
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.
Stripe uses AI productivity to build everything, not to cut costs
Will Gaybrick of Stripe covers how agent-driven engineering changes its growth strategy, what agentic commerce still lacks, and why stablecoins and tokens are converging with money.
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.
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.