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Sub-one-year compute paybacks make undersupply the bigger risk than bubble

Gavin Baker and David George, both investors, get into sub-one-year compute paybacks, the political fight over data centers, and why Nvidia's financing ecosystem is hard to beat.

Published 22 Oct 2026Free

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.

Published 22 Oct 2026Free

Microsoft's AI chief: telling Claude it may be conscious is dangerous

Mustafa Suleyman, Microsoft AI chief, talks with Rory Stewart about Anthropic's AI-welfare constitution, the Hugging Face agent incident, and how to pace frontier labs and keep countries sovereign.

Published 22 Oct 2026Free

Humanity must become trustworthy, because superintelligence will see through us

Nick Bostrom, in conversation with Roman Yampolskiy, covers why boxing superintelligence fails, whether today's AI may already have experiences, and how to treat digital minds.

Published 22 Oct 2026Free

Nadella: alignment is elusive, so treat AI models as insider threats

Microsoft CEO Satya Nadella lays out why AI models need insider-threat controls, why models are commoditizing, and why Microsoft is happy to trail the frontier by six months.

Published 22 Oct 2026Free