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  1. Y Combinator38 min

    Recursion Is The Next Scaling Law In AI

    Ankit Gupta, Francois Chaubard

    Two 2025 research initiatives, Hierarchical Reasoning Models (HRM) and Tiny Recursive Models (TRM), challenge standard scaling laws by utilizing inference-time recursion to achieve state-of-the-art reasoning with drastically fewer parameters. HRM reaches 27 million parameters using a three-level weighted hierarchy, while the simplified TRM distills the architecture to just 7 million parameters yet achieves 87% accuracy on ARC-Prize benchmarks by treating recurrence as a dynamic latent memory tape. These systems overcome historical RNN limitations through Deep Equilibrium Models and latent recursion, offering a pathway to efficient, deep reasoning that diverges from traditional Chain-of-Thought constraints.

  2. Sequoia Capital28 min

    OpenAI's Greg Brockman: Why Human Attention Is the New Bottleneck

    Greg Brockman, Alfred Lin

    OpenAI executives estimate they are 80% toward achieving AGI, a milestone driven by aggressive compute acquisition strategies and architectural innovations that currently enable AI to autonomously engineer software kernels. The organization is pivoting toward an enterprise and consumer model where a single AGI entity handles complex goals, urging startups to leverage agentic coding tools for massive productivity gains while navigating a landscape where human attention has become the primary bottleneck. This shift is underpinned by anticipated scientific breakthroughs in physics and biology, alongside internal reforms designed to manage the risks of autonomous agents within a future where humans oversee teams of AI rather than writing code manually.

  3. 20VC with Harry Stebbings1h 28m

    Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors

    Jason Lemkin, Rory O'Driscoll, Harry Stebbings

    The event analyzes a pivotal shift in the AI landscape where market competition is evolving from human-led selection to autonomous AI-agent vendor choices, creating a three-way oligopoly among OpenAI, Anthropic, and Google. Strategic dynamics are further complicated by regulatory friction, such as China blocking Meta's acquisition of Manus, and severe private equity distress driven by the obsolescence of legacy enterprise software. Investors are responding by consolidating venture capital portfolios around massive, infrastructure-focused bets like NVIDIA while liquidating human-centric tools like Figma and Duolingo that face existential risk from agent-driven workflows.

  4. Sourcery with Molly O'Shea33 min

    The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock

    Brett Adcock, Molly O'Shea

    Founded by Archer eVTOL creator Brett Adcock, Figure AI pursues the commercialization of general-purpose humanoid robots capable of operating autonomously for extended shifts across diverse industries. Having raised nearly $2 billion with a $39 billion valuation, the company recently terminated an OpenAI partnership to maintain control over its vertically integrated hardware and AI stack, aiming to triple production by May and deploy thousands of units within the year. Despite facing technical hurdles in scaling reliability, Figure projects a market opportunity worth trillions as it transitions from prototype testing to mass commercial deployment in homes and factories.

  5. The Diary Of A CEO1h 41m

    Stock Expert: Becoming Rich Is Simple, But You Won’t Do It!

    Ben Felix

    PWL Capital's Ben Felix leverages decades of academic research to challenge conventional financial wisdom, arguing that long-term success relies more on behavioral discipline than technical expertise. The presentation outlines a strategy prioritizing low-cost global equity exposure while identifying ten critical mistakes, ranging from undervaluing human capital to the hidden costs of homeownership and the inefficiencies of market timing. By applying frameworks like the PERMA model to goal setting and advocating for 100% equity allocation, the session provides a comprehensive roadmap for navigating retirement planning, AI-driven economic shifts, and inevitable market volatility without emotional interference.

  6. Dwarkesh Patel2h 14m

    How GPT, Claude, and Gemini are actually trained and served – Reiner Pope

    Reiner Pope, Ilya

    John Mueller Jr. discusses the technical and economic drivers behind AI inference architectures, detailing how startups like Maddox optimize for memory bandwidth bottlenecks and latency bounds in sparse Mixture of Experts models. The analysis highlights that frontier models are currently overtrained by a factor of 100x relative to scaling laws, a phenomenon that dictates current API pricing structures for context length and caching tiers. Finally, Mueller explains how industry scaling is shifting toward larger single-rack domains to maximize expert parallelism while utilizing reversible network techniques to mitigate training memory constraints.

  7. All-In Podcast1h 9m

    CA Governor Candidate Steve Hilton on Why California is Destroying Itself & How a Republican Can Win

    Steve Hilton, Chamath, Jason, Friedberg

    Steve Hilton, a former UK government advisor and naturalized U.S. citizen, is leading the crowded California gubernatorial race by proposing a radical conservative platform focused on eliminating state income tax for households earning under $100,000 while slashing the state budget by $60 billion. His policy agenda identifies union power, CEQA litigation, and climate regulations as primary drivers of the housing and energy crises, advocating for immediate construction deregulation, increased oil production, and strict law enforcement to address homelessness and crime. With poll numbers ahead of Democratic contenders, Hilton aims to capitalize on a perceived Republican base in the state to implement these affordability measures in the 2026 election.

  8. Sequoia Capital27 min

    Demis Hassabis: We're Three Quarters of the Way to AGI

    Demis Hassabis, Konstantine Buhler, Dennis

    Demis Hassabis founded DeepMind with the strategic intent of leveraging game development revenue to fund the pursuit of artificial general intelligence, a goal he predicts will be realized by 2030. Following a pivotal breakthrough with AlphaFold that solved the protein folding problem, the organization expanded into Isomorphic Labs to accelerate drug discovery and is now pioneering the application of AI for scientific simulation in fields like biology and economics. Hassabis maintains that classical neural networks are sufficient to model complex biological systems and views information as the fundamental building block of the universe, positioning AI as the ultimate tool for understanding reality.

  9. Y Combinator41 min

    Demis Hassabis: Agents, AGI & The Next Big Scientific Breakthrough

    Demis Hassabis, Garry Tan

    DeepMind CEO Demis Hassabis projects Artificial General Intelligence will emerge around 2030, contingent on inventing specific architectural breakthroughs in continual learning and structured memory rather than merely scaling current methods. While deep tech startups are warned to anticipate AGI disrupting their decade-long cycles, the organization is simultaneously deploying efficient, modular "Flash" and open-source nano models to power edge devices and accelerate scientific discovery in fields like drug design and materials science. Ultimately, DeepMind advocates for interdisciplinary collaboration between AI and physical sciences to overcome current reasoning limitations and drive the next generation of autonomous agents.

  10. Sourcery with Molly O'Shea1h 44m

    300 Pages on Anduril: Inside Modern Warfare

    Kyle Harrison, Molly O'Shea

    Anduril Industries disrupts the defense sector by replacing the Pentagon's cost-plus acquisition model with fixed-cost contracts and a "build-to-mission" strategy that prioritizes high-volume, low-cost autonomous systems. The company utilizes its proprietary Lattice AI platform to integrate multi-domain assets into a unified network, aiming to counter China's industrial superiority by accelerating the production of drones, torpedoes, and munitions. Founded on the philosophy that credible military capability is essential for conflict deterrence, Anduril has seen its valuation double to roughly $60 billion as global power dynamics shift toward Great Power competition.

  11. Milken Institute20 min

    A Conversation with IMF Managing Director Kristalina Georgieva | Global Conference 2025

    Kristalina Georgieva, Gerard Baker

    Following an IMF downgrade of the global growth forecast to 2.8%, Managing Director Kristalina Georgieva addresses diverging inflation trajectories and rising fiscal constraints while urging China to undertake structural reforms to shift toward domestic consumption and reduced state intervention. Amidst a volatile trade landscape marked by the erosion of fair trade mechanisms and a transition to new economic equilibriums, policymakers are prioritizing bilateral agreements and supply-side productivity enhancements to stabilize financial markets and foster sustainable expansion. This strategic pivot seeks to navigate "off the charts" uncertainty by balancing emerging market resilience against the severe deflationary pressures in China and the debt challenges facing advanced economies.

  12. Goldman Sachs17 min

    How Warsh Could Shape Fed Policy

    Kevin Warsh, Rob Kaplan, Alison Nathan

    Following the Justice Department's decision to drop its investigation of Jerome Powell, the Trump administration expects Kevin Warsh to be confirmed as the next Fed Chair by June. Warsh, a former "lieutenant" to Ben Bernanke who views quantitative easing strictly as an emergency tool, plans to collaborate with Treasury Secretary Bessent to manage the balance sheet while prioritizing a reduction in the Federal Reserve's communication burden through the potential elimination of the dot plot. This strategy aims to navigate sticky inflation and geopolitical uncertainties that have pushed market rate cut expectations into 2027, requiring Warsh to build consensus among diverse FOMC members to secure seven votes for any policy shift.

  13. a16z58 min

    Aaron Levie on AI Adoption and Enterprise Workflows | The a16z Show

    Aaron Levie, Steven Sinofsky, Martin Casado

    Organizations are pivoting from failed centralized AI mandates to integrating autonomous agents directly into legacy workflows, necessitating significant architectural shifts beyond traditional hybrid software models. While token-gaming and system integration bottlenecks currently stifle productivity gains, the resulting increase in infrastructure complexity and code volume is projected to drive sustained demand for engineering talent rather than reduce it. This transition requires years of organizational change management to modernize fragmented data environments, ultimately creating a multi-decade opportunity for system integrators to bridge the gap between probabilistic machine users and rigid enterprise security protocols.

  14. The Economist6 min

    Why does political violence seem to be getting worse in America? | The Economist

    John Prideaux, Rosie Blau

    During the White House Correspondents' Dinner, 31-year-old Cole Thomas Allen breached the Hilton Hotel security checkpoint to attempt an attack on President Trump before being tackled by police. The incident forced an immediate evacuation of the ballroom, resulted in an officer injury, and triggered a review of Secret Service protocols following the shooter's prior claims of lax access measures. While President Trump utilized the event to advocate for new defensive infrastructure and praised the agency's response, experts warn that despite a perceived rise in political violence, the long-term impact on governance and approval ratings will likely remain tied to broader economic conditions rather than the assault itself.

  15. Goldman Sachs18 min

    Winning the Right to Invest: 20VC’s Harry Stebbings

    Harry Stebbings, Bobby Molavi

    Harry Cassell reframes media distribution as a critical weapon for securing investment rights, leveraging a data-driven content strategy that generated $6.1 million in 36 hours to differentiate his platform from traditional venture capital models. Critiquing the current market's saturation by large multi-stage funds, he emphasizes founder empathy, specific personality traits, and a robust LP network to navigate an environment where capital is commoditized and growth expectations have shifted. Looking toward Europe, Cassell predicts a decade of massive company creation driven by lower barriers to entry and increased founder resilience, citing early successes like Lovable as evidence of a reinvigorated ecosystem ready to compete globally.