Open models went from 30% to 70% of gateway tokens
Misha Laskin, CEO of Reflection AI, covers the cost of reaching the frontier, how enterprises move from renting closed tokens to owning open models, and why openness improves safety.
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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.
Scaling's 2020-2025 era is over and generalization is the bottleneck
Ilya Sutskever of SSI on why models ace evals yet lag economically, why people generalize better, and how superintelligence should be deployed.
Altman admits he still works the old way despite Codex
OpenAI CEO Sam Altman talks with a history-obsessed podcast host about adoption inertia, why he killed Sora and Atlas, and how iterative deployment, not isolation, makes AI safe.
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.
Frontier labs are only a quarter of Nvidia's compute demand
Jensen Huang tells two investors why the AI buildout doesn't hinge on OpenAI and Anthropic, how zero trust contains agents, and why land, power and shell cap supply.