Latest Interviews

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Aaron Levie

Strategic analysis of the current AI landscape highlights a market pivot from raw model development to application-layer "Neo Labs" that bridge legacy systems with enterprise workflows, driven by the recognition that value will accrue across the entire stack rather than solely at the infrastructure level. Box exemplifies this shift by transforming into an agentic harness that deploys long-running, asynchronous agents to extract structured data and automate complex workflows, utilizing a model-agnostic garden to balance cost and accuracy while adhering to strict domain-specific evaluation protocols. Ultimately, successful market penetration depends on overcoming adoption barriers through robust data hygiene and systems of record, as execution capabilities and cultural integration will determine which organizations capture the trillion-dollar opportunity in applied AI.

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

Nick Noone, Ben Rudolph, Sonya Huang

Founded by ex-Palantir and UNHCR veterans Nick Benes and Ben Hallowell, Peregrine deploys a "forward-deployed" engineering model to help municipalities build privacy-preserving data infrastructure without creating a surveillance state. The company leverages agentic AI to automate 95% of complex data integration and execute rapid analytics, such as identifying hidden crime patterns in Florida or simulating hurricane impacts for local leaders. By maintaining strict local data sovereignty and reducing delivery costs below one million dollars annually, Peregrine enables thousands of unique cities to preserve institutional memory and solve specific community safety challenges.

Parallel’s Parag Agrawal: Building a New Web for AI Agents

Parag Agrawal, Sonya Huang, Andrew Reed

Parallel, founded by ex-Twitter CEO Parag Agrawal, is building a "web systems" infrastructure that replaces human click data with direct agent feedback to optimize search indexing and ranking for software agents. The company has launched a specialized search agent product and secured a strategic partnership with Google Cloud to serve as the primary grounding provider for enterprise AI, achieving retrieval speeds of 200 milliseconds for top-relevant tokens from a trillion-page web. By shifting from traditional advertising economics to a "Shapley value" model for content attribution, Parallel aims to monetize high-quality data extraction for workflows ranging from financial modeling to autonomous agent triggering.

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton, Khurram Javed, Sonya Huang, Alfred Lin

Rich Sutton and Oak Lab advocate for "continual learning" as the essential default for true intelligence, critiquing current Large Language Models for freezing weights and relying on finite human-curated data rather than adapting through real-world experience. To overcome the barrier of catastrophic forgetting, the lab proposes a 12-step research agenda utilizing individual step-size optimization and meta-learning to enable neural networks to continuously update their internal world models. This approach aims to create energy-efficient, self-maintaining agents capable of forming general abstractions across diverse domains, moving the field beyond static training paradigms toward systems that evolve alongside their environments.

RL Environments Explained: How AI Agents Learn Real-World Work | Brendan Foody, Mercor

Brendan Foody, Ali, Nikhil

Mercore has expanded its revenue run rate to $2 billion by transitioning the AI data market from basic crowdsourcing to high-skilled "agentic data" services that enable frontier labs to build complex reinforcement learning environments. The company leverages expert networks of lawyers, engineers, and doctors to create realistic simulated worlds with precise human-verified rubrics, demonstrating a fivefold increase in model performance on specific legal tasks during recent training. As the primary data vendor for major application layer companies, Mercore addresses the industry's need for ultra-long horizon tasks and social dynamics evaluations that synthetic models cannot yet self-generate.

How Harvey Built a Research Lab on a Budget | Gabe Pereyra

Harvey, Gabe Pereyra, Brendan, Julio, Ross, Brock

Harvey differentiates itself from well-funded frontier labs by leveraging an application-layer strategy that combines synthetic data generation guided by domain experts with post-training on open-source models. The company builds specialized legal benchmarks and utilizes infrastructure partnerships to train agents on complex tasks like contract negotiation without exposing sensitive client information. By deploying these capabilities across multiple vendors and product surfaces, Harvey aims to solve organizational productivity challenges while mitigating the performance gaps inherent in current long-context environments.

How Companies Are Building Their Own Intelligence | Sonya Huang, Sequoia Capital

Sonya Huang

Approximately 80 portfolio company founders and AI leaders convened to strategize the adoption of Sovereign AI, a framework defined by vertical integration where organizations own model weights rather than relying on external APIs. The event combined high-level market analysis with technical workshops led by industry experts to outline a four-step roadmap for building custom intelligence capabilities. Participants explored critical architectural decisions regarding cost efficiency, latency reduction, and the necessity of dedicated research labs to leverage open-weight models for proprietary domain performance.

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Josh Meier, Matt McPartlon, Pat Grady, Sonali Singh

Chai Discovery is industrializing drug discovery by deploying a simplified, AI-driven infrastructure that replaces traditional trial-and-error with scalable molecule design, partnering with major pharmaceutical firms like Eli Lilly and Pfizer rather than managing a full internal pipeline. The company's second-generation model has achieved a 15% binding success rate through diffusion-based generation and a continuous feedback loop from wet-lab experiments, effectively targeting historically undruggable biological structures. By shifting the industry toward computational "last in class" solutions, Chai aims to accelerate development timelines from months to days while ensuring extreme safety and manufacturability at the molecular generation stage.

The Most Automated AI Lab Isn't Removing Humans | Jerry Tworek, Core Automation

Jerry Tworek

Aiming to become the world's most autonomous laboratory, the organization is deploying AI-driven coding agents as foundational infrastructure to drastically accelerate research iteration and data gathering. Rather than adapting legacy structures to these tools, the company is building native workflows that prioritize human agency and allow individual researchers to scale their output through automation's force-multiplying effects. This strategic pivot transforms the research environment, enabling single agents to execute significantly larger volumes of work and test ideas with unprecedented speed.

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Jerry Tworek, Rohan Anil, Sonya Huang, Pat Grady

Founded by Jerry Liu and Rohan Ramachandran, Core Automation aims to replace static Transformer models with a new class of AI systems capable of continual, test-time learning. The organization is building an automated research lab designed to overcome architectural bottlenecks by developing hardware-efficient kernels and enabling models to autonomously optimize their own code. Success for the venture is defined by the system's ability to self-improve without human intervention, effectively extending the team's operations while bypassing the diminishing returns of current scaling methods.

The Philosopher CEO | Clay Co-Founder Kareem Amin

Clay Co-Founder Kareem Amin, Kareem Amin, Varun, Nikolai, Mike Vernal, Pete Caputa, Jack Dorsey, David Solomon, Tarek

Clay CEO Kareem guides his company through a "long strange trip" of pivoting from broad ambitions to the specific niche of Go-to-Market Engineering, where he prioritizes radical transparency and usage-based pricing to align with technical users. By rejecting standard management dogmas in favor of "momentum detective" leadership and "deep work" practices, Kareem fosters a culture of devotion that withstands pricing backlash and drives a unique product philosophy valuing flexibility over simplicity. This strategy successfully established a new market category while navigating a five-year period of ambiguity to achieve product-market fit without relying on external validation.

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Matan Grinberg, Sonya Huang, Pat Grady

Factory CEO Matan Cohen refunded nearly $2 million in early revenue to pivot the company from premature autonomous agents to a model-agnostic architecture that prioritizes customer obsession over vendor lock-in. By launching the Droid CLI and implementing a "Model Router" that dynamically allocates tasks between open-weight and frontier models, the firm has shifted its business model toward outcome-based pricing that replaces token consumption with result-oriented billing. This strategy positions Factory to navigate an impending market correction while transitioning enterprises from synchronous tool usage to asynchronous "dark factories" that autonomously resolve complex issues.

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Katelyn Lesse, Angela Jiang, Sonya Huang, Lauren Reeder, Caitlin

Anthropic is pivoting its platform strategy from a knowledge-centric foundation to an execution and coordination layer, aiming to democratize custom software development through a unified architecture for both internal and external users. This roadmap introduces specialized primitives for "token-heavy" verticals like coding and finance while enabling flexible model routing and ecosystem interoperability through standards like the Model Context Protocol. By prioritizing cost optimization and advanced workflow orchestration, the company seeks to make the last mile of AI-driven development economically viable for builders ranging from individual developers to large enterprises.

Kalshi's Co-CEOs Disagree by Design — Why Constant Conflict Became Their Pattern

The event details a leadership model within a complex organization where intentional, continuous disagreement serves as a core operating pattern to balance regulatory risk against innovation. This approach relies on designated contrarian voices that act as a necessary check by identifying potential failure points when team enthusiasm peaks. Ultimately, the strategy establishes a delicate, constant mechanism for navigating the tension between advancing new initiatives and adhering to strict regulatory constraints.

Every Startup Has a Hole in the Ship — Kalshi's Tarek Mansour on the Problem You Can't Delegate

Tarek Mansour

The speaker distinguishes between organizations that actively confront critical internal flaws and those that ignore them, asserting that unaddressed defects inevitably lead to failure despite external growth. In January, the industry identified a reputational leak caused by public confusion between regulated platforms like Calci and unregulated offshore operators such as Polymarket. To resolve this, the organization has initiated a strategy to educate stakeholders on the necessity of regulation, aiming to normalize compliant operations and distinguish them from non-compliant models.