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  1. Stanford Online34 min

    Stanford MS&E435 Economics of the AI Supercycle | Spring 2026 | Economics of Generative AI

    Apoorv Agrawal, Chloe Fang, Ali Ghotzi, Jensen, Mark Andreessen, Demis

    Aporv, leader of Altimeter's AI-focused investment firm, leads a nine-week course applying Chatham House rules to analyze the economic stack of the artificial intelligence sector. The curriculum dissects the current "triangle" market structure where semiconductor firms capture 75% of revenue growth while application layers struggle with thin margins due to significant inference costs. Participants develop mental models to navigate Series A investment opportunities and predict a potential decade-long shift in value distribution should hyperscalers successfully deploy specialized ASICs to alter the cost equilibrium.

  2. Stanford Online41 min

    Stanford CS153 Frontier Systems | Scale, AGI, and the Future of Everything

    Sam Altman

    The event analyzes how affordable compute and large language models have exponentially increased the scale and ambition a single founder can achieve, effectively rewriting the rules of startup founding. It details OpenAI's pivot from research to product with ChatGPT, arguing that future AI success depends on treating inference as a utility and prioritizing cheap, abundant intelligence over hardware ownership. Finally, the discussion outlines a probable trajectory toward democratized access where citizens own equity in AI capital, necessitating an educational shift toward meta-skills as critical thinking faces atrophy.

  3. Y Combinator44 min

    Andrew Ng: Building Faster with AI

    Andrew Ng

    AI Fund accelerates startup velocity by co-founding approximately one venture monthly through direct code writing and feature definition, leveraging agentic AI workflows to address complex tasks in sectors like healthcare and legal compliance. The organization emphasizes concrete product hypotheses and agile prototyping to shift engineering bottlenecks toward product management, thereby altering standard PM-to-engineer ratios to 0.5:1 while empowering non-engineering staff with coding literacy. Strategic guidance further stresses that rapid iteration and ethical filters outweigh speculative narratives, prioritizing application-layer revenue generation and open-source accessibility over fears of existential risk or regulatory gatekeeping.

  4. Y Combinator40 min

    Andrej Karpathy: Software Is Changing (Again)

    Andrej Karpathy

    The presentation outlines the evolution of software from human-written code to neural network weights and finally to natural language prompts, establishing Large Language Models as a new operating system layer. It details the current infrastructure challenges, cognitive limitations such as hallucination and memory loss, and the strategic shift toward "partial autonomy" systems that maintain human oversight through granular verification loops. Ultimately, the industry faces a transitional decade requiring developers to rewrite existing codebases for agent interaction while managing new risks associated with centralized intelligence infrastructure.

  5. Milken Institute20 min

    Unveiling Reality: Beyond the Matrix with Dr. Deepak Chopra | Global Conference 2025

    Dr. Deepak Chopra

    This presentation argues that the fundamental nature of the universe and consciousness has been misunderstood, proposing instead that reality emerges from a formless, infinite consciousness rather than atomic matter. By reframing existence as the universe experiencing itself through human forms, the speaker challenges the consensus that consciousness is a biological byproduct of the brain. The session outlines a methodology to transcend intellectual concepts and access this "Akashic field" through direct, heart-centered awareness practices.

  6. a16z27 min

    DeepSeek, Reasoning Models, and the Future of LLMs

    Guido Appenzeller, Marco Mascorro

    DeepSeek R1 is an open-weight reasoning model from China that achieves top-tier performance by combining Multi-Head Latent Attention, Group Relative Policy Optimization, and a 256-expert MoE architecture to generate complex thought chains. The development team overcame early behavioral failures through a low-cost, self-supervised pipeline utilizing 800,000 verifiable traces and rule-based verification to produce responses up to 10,000 tokens long for roughly $5.5 million in base training costs. This breakthrough has shifted industry focus toward test-time compute and local deployment, enabling state-of-the-art reasoning on consumer hardware while bypassing traditional bottlenecks associated with human-labeled data.

  7. The Economist26 min

    Leaderless: the death of Yahya Sinwar

    Yahya Sinwar, Jason Palmer, Anshul, Idris Kalloun, Anne Rowe

    Hamas leader Yahya Sinwar was killed in Gaza, prompting Prime Minister Benjamin Netanyahu to offer amnesty for the release of remaining hostages while analysts note a leadership vacuum that complicates a ceasefire amid ongoing regional threats from Iran and Hezbollah. Simultaneously, the 2024 US presidential race has intensified in swing states like Wisconsin and Michigan, where demographic shifts regarding college education and economic anxiety are driving a fierce battle for the electoral college. In a separate development, 28-year-old genetic research subject Sammy Basso died from progeria after living nearly double the expected lifespan, having actively advanced scientific understanding of rapid aging through his participation in experimental treatments.

  8. The Economist25 min

    Labour’s love lost: Keir Starmer’s first 100 days

    Keir Starmer, Rosie Bloor, Matthew Holhouse, Sasha Nauta, Anne Rowe

    Prime Minister Keir Starmer's first 100 days have been marked by internal strife, including the departure of Chief of Staff Sue Gray and criticism over ethics violations, as his administration pivots from campaign fiscal restraint to funding infrastructure through revised borrowing rules. Meanwhile, in the US, Nevada remains a pivotal battleground where abortion ballot measures and hospitality worker incentives are driving the close contest between Democrats and Republicans, with Kamala Harris emphasizing reproductive freedom to mobilize independent voters. The period also concluded with the death of Yoshioka Masamitsu, one of the last surviving Pearl Harbor bombers, who spent his final years expressing deep remorse for his role in the attack on the USS Utah.

  9. All-In Podcast37 min

    Juan Carlos Izpisua Belmonte, Altos Labs | All-In Summit 2024

    Juan Carlos Izpisua Belmonte, Chamath, Friedberg, Juan Carlos Espucía Belmonte, Juan Carlos Belmonde

    Altos Labs, backed by a $3 billion seed investment, is advancing a partial reprogramming strategy that utilizes controlled pulses of Yamanaka factors to reverse aging by restoring closed chromatin conformation without altering the DNA sequence. Early experimental results demonstrate that this approach successfully extends lifespan and reverses specific age-related pathologies in mice and non-human primates, while ex vivo organ treatments show promise for improving transplant viability. With initial clinical applications targeted at acute conditions like liver failure, the company aims to transition from viral vectors to safer, scalable delivery methods to broadly enhance cellular resilience against age-related decline.

  10. Y Combinator21 min

    How To Find A Co-Founder | Startup School

    Harj Taggar

    The event outlines a comprehensive strategy for startup founders to secure co-founders who can double execution capacity, enhance quality control, and provide essential emotional resilience. It emphasizes selecting partners based on stress tolerance and aligned goals rather than specific technical skills, recommending equal equity splits and a trial period to mitigate the risks of role disputes or work ethic mismatches. By leveraging networks for organic connections and maintaining regular communication, founders can avoid common breakup causes and build a durable team capable of competing with established entities.

  11. Y Combinator33 min

    How To Convert Customers With Cold Emails | Startup School

    Aaron Epstein

    This event details a data-driven outreach framework where founders must personally execute high-volume email campaigns using warm introductions or targeted cold strategies to secure B2B customers. The speaker outlines a specific funnel architecture that requires sending dozens of daily messages while applying seven principles of effective copy, such as humanized tone, deep personalization, and clear calls to action, to maximize response rates. By analyzing case studies of both failed and successful campaigns, the presentation emphasizes that manual, founder-led execution is essential for building initial traction before any automation is introduced.

  12. Y Combinator23 min

    Enterprise Sales | Startup School

    Pete Koomen, Pete Kuhman

    Optimizely co-founder Pete Kuhman outlines a rigorous enterprise sales framework for technical founders, emphasizing that selling before product-market fit requires experimentation with targeted prospecting and personalized outreach. The strategy prioritizes deep discovery during initial calls, uses product-specific narratives to demonstrate value during demos, and treats pricing as a signal of problem severity rather than a fixed metric. By actively managing implementation roadmaps to ensure customer adoption and navigating procurement hurdles with internal champions, founders can transform sales skills into a transferable superpower for fundraising and hiring.

  13. Jane Street22 min

    Inferring Locality in OCaml | OCaml Unboxed

    The OCaml compiler utilizes an internal allocation discipline that infers local versus global modes for variables and parameters to enable stack-based memory usage and reduce garbage collection overhead. This system prioritizes local inference for arguments while defaulting return values to global to ensure maximum compatibility, with integers serving as a special case that can safely cross mode boundaries under specific annotations. Although this framework enhances performance, current limitations such as standard library functions lacking locality awareness and the need for explicit type signatures to trigger safety checks continue to shape its practical application.

  14. Y Combinator24 min

    B2B Startup Metrics | Startup School

    Tom Blomfield

    This session guides early-stage founders on establishing a rigorous foundational metrics strategy that prioritizes revenue, burn rate, and Net Dollar Retention over vanity data to ensure financial viability. It details how to define consistent unit economics and gross margins, warning that negative unit economics in the current high-interest environment require immediate product or pricing fixes before any scaling efforts. The presentation concludes by balancing these quantitative requirements with the necessity of direct customer interaction, urging leaders to use data to inform decisions rather than replace human empathy and intuition.

  15. Y Combinator28 min

    Tips For Technical Startup Founders | Startup School

    Diana Hu

    Diana Hu, a YC Group Partner and former CTO, outlines a strategic framework for technical founders to navigate startup growth by prioritizing rapid prototyping and "good enough" engineering over architectural perfection. Her guidance emphasizes that founders must build functional prototypes within days and MVPs within weeks using manual hacks and simple tech stacks to validate ideas before scaling, as demonstrated by successful pivots from companies like Twitch and DoorDash. The approach advocates tolerating technical debt during the launch phase to secure product-market fit, reserving systematic refactoring and engineering culture building only after the business proves viable.