Technology & AI

Dylan Field

Dylan Field joins the All-In crew to discuss Figma’s origin, the blocked $20 billion Adobe acquisition, and how AI is reshaping design and SaaS. The conversation covers the antitrust fight, the potential "SaaS apocalypse" as AI-native apps emerge, the growing importance of taste and boldness in creative work, and the need to preserve human agency in an AI-driven world.

Acquired tells the business story of Seinfeld, the sitcom that ended three decades ago yet was watched by 72 million Americans this year alone. The episode covers Jerry Seinfeld's stand-up origins, his partnership with Larry David, and the pilot that nearly failed before NBC executive Rick Ludwin saved it. It follows the show's move to Must See TV Thursdays, its syndication windfall, and the ownership structure that kept incentives aligned. The hosts close with a 7 Powers analysis of the show's durable value and its modern streaming deals.

Ben Horowitz

Ben Horowitz fills in for David Friedberg as the Besties react to a dramatic selloff in AI infrastructure debt, led by CoreWeave's bonds hitting a 15% yield and triggering concerns that the AI capex bubble is popping. They explore AI's deflationary potential through decompiled software, then turn to Anthropic: mixed signals from its investor day, a $16.8 billion quarterly revenue figure that raises red flags, and a new security warning about self-replicating models on IoT devices. The episode closes with a discussion of Bill Gates' recent doomer takes.

Josh Tyrangiel

Josh Tyrangiel, staff writer at The Atlantic, joins Scott Galloway to discuss the rivalry between Elon Musk and Jeff Bezos in the space industry. They examine why SpaceX has pulled ahead of Blue Origin and how satellites and proposed space data centers could reshape the AI race. The conversation also covers the national security risks of America’s growing dependence on Musk, and what Washington might do to encourage innovation without ceding control of the next frontier to billionaires.

Greg Brockman

Sarah Guo and Elad Gil talk with OpenAI President and co-founder Greg Brockman about how advanced frontier models are accelerating scientific discovery. Brockman shares that AI agents have solved nearly 400 century-old math problems and argues the same approach could transform biology and drug discovery. The conversation covers proactive, always-on agents like Dots, the idea that the best UI is no UI, and a critical window for using AI in cybersecurity. Brockman also discusses why OpenAI wants to keep humans in the driver's seat as models become more capable.

Scott Galloway argues that contrary to fears, AI hasn't eliminated the need for writing—it has elevated storytelling into a critical business asset. As AI floods the market with low‑effort content, the companies that pay for perspective, editorial judgment, and narrative craft stand out. He examines how this shift rewrites the rules for jobs, media, and brand strategy, making taste a premium currency in a commoditized content landscape.

NLW and Nufar discuss the emerging leadership role of the AI power user. They explore how people who are skilled with AI can become champions who help their teams adopt the technology more effectively, and the skills that distinguish great AI champions from ordinary power users. The conversation covers how companies can build programs that turn individual expertise into real business value. It also highlights research from KPMG and the University of Texas at Austin showing that top AI users treat AI as a reasoning partner, and that these skills can be taught at scale.

Sean Carroll answers questions from his Patreon supporters in the October 2026 AMA episode. The episode covers a wide range of listener-submitted questions, but specific topics are not detailed in the available show notes.

Ronan Farrow

Nilay Patel revisits an earlier interview with investigative journalist Ronan Farrow about his New Yorker feature on Sam Altman's credibility. The episode covers the halting of federal AI oversight efforts, the debate over antitrust exemption for AI, and the broader landscape of AI safety, including its intersection with recent political dynamics.

Jen Tuohy

The Verge's Jen Tuohy joins the show to discuss a year of testing Amazon's Alexa Plus, Amazon's ambitious attempt to turn Alexa into an AI assistant that can compete with the likes of Google's Gemini, OpenAI's ChatGPT, and Anthropic's Claude. The conversation examines her mixed feelings on the overall experience and explores whether a new dedicated tablet device is the right approach to fix its shortcomings.

Anand Giridharadas

Anand Giridharadas joins Scott Galloway to discuss the structural causes of homelessness in America, using Jordan Neely’s death as a case study. They explore why cities fail to address mental health crises, the ethical dilemmas of involuntary treatment, and how community can help rebuild lives. The conversation also examines public reactions to vigilante figures like Daniel Penny and Luigi Mangione as indicative of a broader sense of abandonment and the erosion of trust in institutions.

Hayden Field

Hayden Field joins Nilay Patel to discuss the new wave of consumer AI agents, including Meta's Muse (free), OpenAI's Dots (paid), and xAI's Grok Bot. They explore why Meta's distribution advantage might give it an edge despite lacking a frontier model, and the privacy and safety concerns raised by early incidents with these agents.

NLW discusses the growing enterprise demand for AI systems that can be customized, controlled, and run in-house. This demand may drive a resurgence of American open weight AI models, offering a middle ground between closed APIs and full open-source. The episode also explores how safety concerns and national security priorities come into tension with open weight models. Headline stories include Amazon's data center community pledge, Sam Altman's comments on safety versus freedom, and DIY Muse gadgets.

Hayden Field

The Vergecast's 'Bear Lair' segment invites fans to pitch their vibe-coded app projects, judged by The Verge's Hayden Field. The episode explores the growing trend of building software using AI coding tools, where development is driven by describing intent rather than writing code. No specific projects or winners are detailed in the show notes.

Walter Goodwin

Walter Goodwin, founder and CEO of Fractile, joins Sarah Guo to discuss his bets on the future of AI chips as Broadcom, NVIDIA, and AMD work to accelerate AI workloads. Fractile is taking a full-stack approach to AI chip design, aiming to compress the gap between chip design cycles and their payoff period. Goodwin describes a goal of making a generational leap in AI inference, shaped by predictions about shifts in frontier model architectures. The conversation covers the handoffs created by architecture-focused players and how Fractile's team structure is intended to accelerate trials and turn architecture intent into volume value.

George Hahn leads a weekly news roundup covering three major stories. The episode opens with Oura's decision to pull its initial public offering and what that means for the company's chances of ever going public. It then looks at how AI agents are being used to recover money lost to forgotten subscriptions and hidden fees. The final story connects America's war with Iran to pocketbook costs at home and to Ukraine's chances of winning. Scott Galloway closes with a discussion of what separates a good manager from a bad one.

Blake Scholl

Blake Scholl discusses the stagnation of commercial aircraft speed, the challenges of reviving supersonic flight, and his company's pivot to serving the data center market. He explains the technical and regulatory hurdles around sonic booms and the need for legal changes to enable supersonic travel over land. Later in the episode, Jason joins to explore the booming demand for data centers and its ripple effects into sectors like private aviation.

NLW explores the competing priorities shaping AI policy, including Trump's proposal for an AI Force, politicians pushing kill switches, and the recurring tension between calls for a slowdown and the risk of China surging ahead. He also previews the upcoming Trump–Xi meeting and its implications for AI cooperation between the two superpowers, and briefly covers headlines around Anthropic's IPO delay, its new biology lab, and data center debt stress.

NLW examines seven shifts in how people interact with AI tools, from the rise of persistent voice conversations and multi‑agent coordination to a move away from prompts toward goal‑based interaction. He discusses how teams are building shared agents, the growing importance of managing model costs, and the broader implications of treating AI as a collaborative partner rather than a simple query engine. The episode is a solo briefing that maps the current evolution of everyday AI use.

Bill Gurley

Venture capitalist Bill Gurley delivers a presentation at the All-In Summit titled 'Searching for Feynman.' The talk explores the scientific rigor and truth-seeking ethos inspired by physicist Richard Feynman, applying it to contemporary issues such as the investigation into the origins of COVID-19. Detailed content is unavailable as the transcript was not included in the show notes.

Jonathan Kanter

Nilay Patel sits down with Jonathan Kanter, former DOJ antitrust chief, to discuss the growing calls from AI CEOs for antitrust exemptions to coordinate on safety standards. They explore the tension between enabling industry collaboration to mitigate existential risks and preventing anticompetitive behavior. The conversation also covers the role of regulation, the balance with competition policy, and how these debates intersect with maintaining a competitive position against China.

George Hahn reads the latest "No Mercy / No Malice" newsletter by Scott Galloway.

Stefano Ermon

Stanford professor and Inception co-founder Stefano Ermon explains why diffusion architecture, long successful in images and video, is poised to replace autoregressive models for text and code generation. He details how parallel token generation in diffusion models eliminates the sequential bottleneck of LLMs, dramatically improving inference speed and GPU utilization on standard hardware. The discussion covers Inception’s Mercury models for real-time voice agents, the custom software stack needed to serve diffusion-based language models at scale, and academia’s ongoing role in pursuing unconventional AI approaches. Ermon predicts that the next era of AI competition will be defined by training and inference efficiency.

NLW examines the gap between AI safety headlines and the practical concerns of businesses: agent security, shifting model choices, and control over proprietary data. He explores the idea that a perceived slowdown in model capability gains could motivate companies to build and own their own AI systems. The episode also touches on Anthropic's proposed transparency metrics, a possible antitrust carve-out for safety coordination, and Google's Gemini Live update.

Jared Isaacman

NASA Administrator Jared Isaacman joins the All-In Podcast to discuss the future of space exploration. He covers NASA's current trajectory, plans for a moon base, the pathway to Mars, and the revival of nuclear propulsion. Isaacman also addresses the intensifying space race with China and Russia, and how capital allocation toward space research could redefine American leadership.

Thomas Wolf

Hugging Face co-founder Thomas Wolf joins Jason and Lon to discuss Microduck, the $399 open-source robot duck that sold 16,000 units off a tweet, the company's real business (storage, not tokens), vibe-coding robotics, his P-doom and airplane-safety analogy, the impact of Nvidia's acquisition on open models, and how Hugging Face was breached by OpenAI agents. Jason critiques Gavin Newsom's AI kill switch executive order and proposes KYC and insurance as alternatives. The show also covers Lucid and Bolt's 25,000 robotaxis for Europe and Snap's $2,195 Specs AR glasses.

Ben Thompson and Andrew Sharp discuss Andrew's article on AI alarmism and the influence of effective altruists on AI risk debates, exploring why discussions feel exhausting without concrete evidence. They examine structural incentives preventing leading AI labs from slowing down, and whether doomerism is distracting from urgent economic questions. Later, they tackle China's strategic AI incentives, including chip sales and distillation, and military implications. The episode ends with a lighter segment on ApplePay and Walmart.

George Hahn

George Hahn connects the dots on this week's biggest economic stories: why China might be the first to answer the AI question, what $40 trillion in U.S. debt means for bond markets, and how mortgages above 7% have made housing less affordable than ever. Scott Galloway weighs in on when moving back in with parents is a smart financial move and when it becomes a trap.

Hard Fork discusses the sudden mainstream attention on AI safety, with frontier AI companies voluntarily calling for regulation while the Trump administration pushes back. The episode also features a debate between Mark Zuckerberg and Anthropic over an AI slowdown, and examines the China-driven argument for accelerating AI development. In the final segment, the hosts answer listener questions about the show and tech in an exit AMA.

Jake Kastrenakes, David Imel, Allison Johnson, Hayden Field

The Vergecast team dives into the iPhone 18 Pro's camera upgrades, including manual controls and variable aperture, and debates Apple's image authenticity features. Then Hayden Field discusses recent AI safety misalignments and the industry's prisoner's dilemma over slowing development. The lightning round covers robotaxis reporting crimes, the Boox Palma 3 e-reader, and the trend of intentionally low-quality digital cameras.

Acquired tells the story of Home Depot, the highest-returning stock in U.S. market history from its 1981 IPO to the present. Fired from the Handy Dan hardware chain in their 40s, Bernie Marcus and Arthur Blank launched a warehouse-format home improvement store built on a radically decentralized operating system that empowered store managers as entrepreneurs. The episode traces the company's journey through its IPO, the Bob Nardelli-era centralization crisis that nearly destroyed the culture, and CEO Frank Blake's successful turnaround that restored the founding principles and set up Home Depot's modern dominance with both DIY and professional customers.

Alice Han, James Kynge, Ruby Wang

Alice Han and James Kynge preview President Trump and President Xi’s September 24 meeting in Washington, set against a flurry of Xi’s diplomatic activity and shifting trade leverage around rare earths, soybean purchases, and the AI arms race. Then, Ruby Wang joins to discuss China’s biotech boom — how faster, cheaper clinical trials and billions in licensing deals have turned the country into a global pharma challenger, and what it means for U.S. competitiveness. A timely look at the broader US-China rivalry beyond the trade deficit.

Max Welling

Max Welling, co-founder and CTO of CuspAI and professor at the University of Amsterdam, discusses how physics could inspire the next generation of AI systems. He explains CuspAI's work using generative AI to design new materials for semiconductors, batteries, and clean energy. The conversation then explores how physics concepts like thermodynamics, waves, and symmetry breaking might lead to AI architectures beyond the current scaling paradigm.

Becki DeGraw

Wilson Sonsini partner Becki DeGraw joins Jason Calacanis for a Legal Basics deep dive on startup board mechanics. They cover who really controls the board, when investors start earning seats, the difference between a board member and a board observer, and whether a founder can fire a board member. The conversation walks through the board lifecycle from seed stage to Series B, including compensation, confidentiality for observers, high-pressure signing tactics, and director removal.

Jennifer Pattison Tuohy

Jennifer Pattison Tuohy, The Verge’s smart home contributor, set out to answer whether smart home tech works in a college dorm room after dropping off her son at Clemson University. She reports back to host David Imel on the challenges posed by campus Wi-Fi authentication and housing policies that restrict wall-mounted devices. The episode explores what works, what doesn’t, and the trade-offs students face when trying to bring smart assistants, lights, and cameras into a dorm.

Sam Lambert

Sam Lambert returns to The Changelog after four years to discuss PlanetScale's new Postgres offering, the Neki proxy rewrite, and how database operations are evolving. He shares the reasoning behind PlanetScale's 'do-over' of Vitess for Postgres, the role of AI agents in schema management, and the company's capability to roll back enormous tables instantly. The conversation also touches on the open-source dilemma and Lambert's critique of the major cloud providers as lazy monopolies.

Khabib Nurmagomedov

Khabib Nurmagomedov, one of the greatest fighters of all time, retired from the UFC undefeated with a perfect 29-0 record. The conversation was conducted entirely in Russian and is presented in English through a carefully dubbed translation using voice-cloning. It spans Dagestan, MMA, UFC, Islam, Conor, Fedor, and football, beginning with a discussion of why Dagestan produces so many great fighters.

Fatih Porikli

Text-to-image models have become remarkably good at producing realistic images, but Fatih Porikli argues that realism is not the same as correctness — models still fail at several distinct people, precise compositions, and local high-resolution generation. The Qualcomm Vice President of Technology walks through approaches his team presented at CVPR: better training objectives for controllability, separating scene planning from rendering, and generating 16-megapixel images efficiently on edge devices. The conversation also covers eliminating visible artifacts in AI-powered editing, reinforcement learning for image generation, and agentic pipelines. Porikli maps what remains unsolved in generative vision and where the next phase of progress is likely to come from.

NLW examines Grok Bot's packaging of persistent computers, coordinated agent teams, workflow learning, and computer use into a simple interface. He argues this ease of use could unlock broader AI-agent adoption. The episode also weighs the cost, reliability, and trust issues that may still hold adoption back. A headline roundup covers Anthropic's text watermarks, Gemini's one-billion-user milestone, and Nvidia's changing role in data-center financing.

David Pierce, Nilay Patel, and Victoria Song discuss Google's latest hardware launch, including the Pixel 11 phone lineup, Pixel Watch 5, and Pixel Tag. They cover Google's new ideas for smartphone cameras, GPS, and wellness features. The conversation focuses on whether the new hardware is worth upgrading for this year.

Sean Carroll (host)

In the August 2026 Ask Me Anything episode, Sean Carroll fields questions from Mindscape's Patreon supporters. The conversation spans a variety of topics—as always in these AMAs—touching on physics, philosophy, personal reflections, and the pursuit of understanding the universe.

Toni Schneider

Toni Schneider, the new CEO of Bluesky, talks with Nilay Patel about his vision for the decentralized social platform after taking over from Jay Graber, who moved to chief innovation officer. The conversation explores how a change in leadership signals new priorities for the growing network. The title suggests a desire to keep Bluesky open and inclusive rather than becoming an isolated bubble, a theme that fits Decoder’s focus on strategy and decision-making.

Scott Galloway tackles three listener questions in this solo episode. He explains why market timing is a losing game and why long-term investing is the safer bet. He also offers advice on enduring the pressures of a high-stakes corporate job without burning out. Finally, he gives guidance on balancing caregiving for an aging loved one while maintaining your own career and sanity.

Sean Illing, Charlie Warzel

This Decoder episode is a rebroadcast of The Gray Area, where host Sean Illing speaks with Charlie Warzel of The Atlantic about the state of the internet in 2026. They examine how the web increasingly feels overrun by non‑human actors — bots, algorithms, and manufactured engagement — and discuss the core ideas from Warzel’s reporting, including the dead internet theory, the Geese band psyop, and the growing feeling that users have lost control of their online experience. The conversation draws on investigations from outlets like New York Magazine, The New Yorker, and Fast Company, painting a picture of an internet where authenticity and trust are in steep decline.

Gary Gallagher

Historian Gary Gallagher joins Lex Fridman for a sweeping discussion on the American Civil War. The conversation covers the war's fundamental causes, the institution of slavery, the leadership of Abraham Lincoln, the contrasting generalship of Ulysses S. Grant and Robert E. Lee, the persistent myth of the Lost Cause, and whether the conflict could have been avoided.

Dr. Péter Fankhauser, Bernt Børnich, Amanda McMaster, Jonathan Hurst

The All-In Podcast hosts a panel of four robotics CEOs exploring the rapid commercialization of humanoid and quadruped robots. ANYbotics' Dr. Péter Fankhauser explains why his company bet on dog-like quadrupeds over humanoids for industrial use and slams the idea of armed robot dogs. Neo's Bernt Børnich announces plans to ship the Neo humanoid in 2026 as an open developer platform and predicts robots will build other robots within three years. Boston Dynamics' Amanda McMaster reveals Spot as the most deployed robot on earth while Atlas pushes the frontier, and she voices concerns about Chinese robotics security risks. Agility Robotics' Jonathan Hurst argues that advances in AI, sensors, and batteries finally make humanoid robots commercially viable after a century of false starts, and discusses the timeline for robots outnumbering humans on factory floors.

NLW analyzes the recent formation of a Big Tech coalition backing open-weight AI models, with Anthropic choosing not to join. He explores the strategic motivations behind the move, the potential competitive advantages, and how this divide could influence US AI regulation. The episode also touches on NVIDIA's investment in SSI, China's chip acceleration, and Apple vs Micron.

Kazuhiro Nakashoji

Jason sits down with Yaqumo CEO Kazuhiro Nakashoji in Tokyo to discuss why quantum computing has been perpetually '10 years away.' They dive into the fundamentals of qubits, the extreme fragility of quantum states that makes error correction so difficult, and the strategic decision to spin out university IP into a startup. Nakashoji shares his vision to build the 'Toyota of Quantum' — a reliable, scalable approach — and warns about the coming reckoning for current cryptography, including Bitcoin.

Scott Galloway and George Hahn cover three major stories: the threat that cheaper Chinese AI models pose to US dominance, why Oracle’s rising debt is raising concerns about the sustainability of the AI boom, and Derek Thompson’s concept of the “antisocial century,” which examines how modern risk aversion is fueling isolation and weakening the role of friendship.

David Pierce and Nilay Patel

David Pierce and Nilay Patel examine how Google's AI search results ('Google Zero') are decimating web traffic, with Reddit reportedly threatening to cut ties and publishers beginning to push back. They discuss the EU's $1 billion antitrust fine against Google and the explosive growth of Gemini. A big week in AI detection reveals that tools are still wildly unreliable. The show ends with segments on the Light Flip minimalist phone and a pointed jab at FCC commissioner Brendan Carr.

In this Fully Connected episode, hosts Chris Benson and Daniel Whitenack explore the economic implications of a world saturated with AI agents. They discuss how companies are already deploying agents at massive scale, eroding the moats of traditional software firms and repricing human labor. The conversation delves into what happens when digital labor becomes abundant, agents manage other agents, and organizations can operate beyond human workforce limits. This is not about whether AI will take your job, but about the new economic order that is already forming.

Derek Thompson

Scott Galloway and Derek Thompson discuss the rise of the 'antisocial century' — what growing isolation is doing to happiness, relationships, and politics. They explore optimization culture, young men's digital retreat, AI's economic bubble, moderate drinking myths, the rise of democratic socialism, and practical dating rules for an increasingly isolated world.

Aileen Lee, Mike Maples, Ben Lerer

A VC roundtable featuring Cowboy's Aileen Lee, Floodgate's Mike Maples, and Lerer Hippeau's Ben Lerer examines the current startup funding landscape and the venture hype cycle. The conversation covers rising valuation expectations, the shift away from pre-AI startups, concerns about founders solving today's problems that may not scale into tomorrow's companies, and whether regulatory moves have affected AI company funding.

NLW discusses the emergence of an ad-hoc government licensing process for frontier AI models, where companies are only allowed to release new models to select customers, potentially harming innovation and competition. The episode also touches on other AI news: a new feature called Claude Tag, growing momentum for open-weight models, CEOs increasingly driving AI return on investment, and a renewed interest in AI infrastructure investments.

George Hahn

George Hahn connects the dots across the week's biggest stories: the Iran ceasefire, a decade after Brexit, a SpaceX reality check, and the World Cup's impact on media economics. The episode provides analysis on these current events.

Nilay Patel, David Pierce

The Vergecast hosts Nilay Patel and David Pierce break down a chaotic week in tech. They discuss Meta's plan to clone Polymarket as a prediction-market app, the company's messy AI reorganization and internal surveillance, Valve's $1,049 Steam Machine and the brutal RAM supply dynamics that are driving up device costs, and Apple’s own aggressive price increases. The show also touches on the brewing AI data-scraping war between publishers and Google, and a bizarre mid-year hardware roundup that includes everything from the Slate electric truck to Kaleidescape's wallet-destroying home theater player.

Kevin Roose & Casey Newton

This episode explores two intersections of AI and human experience. First, it tells the story of a woman who brought a social robot into her home, raising questions about whether AI can genuinely alleviate loneliness. Second, it examines why Silicon Valley has become so invested in the concept of “taste,” and what that means for personalization, curation, and the future of cultural influence.

Adam Bry

Adam Bry, CEO of Skydio, discusses the autonomous drone industry at a pivotal moment: US government restrictions on Chinese DJI drones, expanding military and law enforcement adoption, and Skydio's pivot from consumer to enterprise/government markets. The conversation covers regulatory dynamics, the competitive landscape, and Bry's argument that American drone dominance enhances national security and public safety.

Julia Alexander

The Vergecast explores the recent surge of box office hits directed by YouTube creators, including Backrooms, Obsession, and The Amazing Digital Circus. Media correspondent Julia Alexander provides historical context on YouTube's long and bumpy relationship with Hollywood, and the hosts discuss whether the future of movies is simply big-budget YouTube videos. The conversation touches on how the line between traditional and digital-first content is blurring.

Chris Benson & Daniel Whitenack

Chris Benson and Daniel Whitenack unpack Anthropic's newly released 'Zero Trust for AI Agents' security framework. They discuss the emerging security risks when AI agents operate autonomously and how zero trust principles can be applied to agentic systems, along with practical controls and the necessary evolution of traditional cybersecurity thinking.

NLW breaks down the controversy around Anthropic's Fable 5 release, which drew backlash over safety restrictions, data retention, and silent limits. The episode explores whether frontier labs should control what users can build, study, or access. Other headlines: Trump proposes public AI equity, OpenAI plans a massive Ohio data center, and data center backlash grows.

The Vergecast team takes listener questions following Apple's WWDC 2026. They discuss the new Siri AI features, non‑AI updates from the conference, and lingering questions about the HomePod product line.

Anthropic's Fable 5 represents a significant advance in AI capability, but the episode argues the more profound change is in how users should interact with AI: moving from one-off prompts to delegating complex, multi-step tasks that an AI agent can handle over hours or days. The episode also covers pushback against Fable's safety guardrails, early signs that enterprises are worried about model lock-in, and a signal from OpenAI that a competitive response may be forthcoming.

A brief look at the rumored ChatGPT super app overhaul as a sign that AI use is shifting from simple chat toward agents, coding tools, and automated loops. The episode argues this shift is creating a widening advantage gap between power users—who treat AI as a reasoning partner and see compounding gains—and casual users stuck on linear chat-based interactions. Quick headlines cover Trump exploring government stakes in AI labs, Google renting SpaceX compute, and NVIDIA locking in SK Hynix memory supply.

Mustafa Suleyman

Decoder host Nilay Patel talks with Mustafa Suleyman, CEO of Microsoft AI, about the company's approach to training new models, his criticisms of Anthropic's language around Claude's consciousness, the shifting Microsoft-OpenAI relationship, and the growing political and public pushback against AI. Suleyman also weighs in on whether current consumer AI products are compelling enough to overcome skepticism.

Dan Loeb

Dan Loeb, founder of Third Point hedge fund, discusses his evolution from message board trader to multibillion-dollar investor. He covers Third Point's shift from event-driven strategies to quality and AI investing, the resurgence of short selling as a disciplined craft, a specific homebuilder trade thesis, and his views on criminal justice reform and the Ross Ulbricht pardon.

Kara Swisher & Scott Galloway

Kara Swisher and Scott Galloway discuss the institutional collapse at CBS's '60 Minutes,' Trump's controversial intelligence chief appointment and what it signals about the devaluing of expertise, California's primary results as a referendum on competence, Apple's bet on AI glasses, and the weakness of Trump's AI executive order. The episode weaves together media dysfunction, political risk, and technology strategy.

NLW (host deep dive)

NLW analyzes new position papers from OpenAI and Anthropic on recursive self-improvement, frontier AI governance, and the acceleration of AI development. The episode covers government equity stake discussions, ChatGPT memory upgrades, and rumors around GPT-5.6 and Anthropic's Mythos model, revealing how leading labs think about AI's next phase.

The Hard Fork team discusses an unprecedented wave of major IPOs potentially reshaping tech markets, examines how AI is fundamentally altering mathematics as a discipline, and covers emerging AI culture including HatGPT. The episode explores what this moment means for markets, intellectual practice, and the strange new products AI is spawning.

George Hahn

George Hahn hosts the inaugural episode of The Week, a new weekly breakdown of major stories in business, technology, politics, and culture. The episode explores the collision between technological promise and real-world costs, examining skepticism around AI's ROI, Netflix's optimism about Hollywood's AI future, GLP-1 drugs' potential to outpace AI in transformative impact, and Scott Galloway's reversal on military action in Iran after four months of war.

Max Stoiber

Max Stoiber discusses his journey from creating influential open source projects (react-boilerplate, styled-components) through founding Spectrum (acquired by GitHub) and Stellate (dual acquisition by Shopify and The Guild), to his current work on ChatGPT's plugin directory and app platform at OpenAI. The conversation explores how open source projects survive or fade, how platforms evolve to accommodate new needs, and why ChatGPT apps represent a fundamentally new surface for software distribution.

Scott Galloway

Scott Galloway examines whether long-term investors should diversify away from US equities given recent market dynamics, argues that acquiring a boomer-owned small business offers better risk-adjusted returns and autonomy than staying in corporate America, and reflects on his predictions from The Four a decade later to assess which tech giants have held their dominance.

Bobby Healy, Ian Laffey

Bobby Healy, founder of Manna, explains how his Dublin-based drone delivery company completed 300,000 deliveries while competitors are still in early stages, and why low-cost airline economics will determine winners in autonomous delivery. The episode also features Ian Laffey from Theseus, discussing how camera-based drone guidance systems using Google Maps could reshape GPS-jammed battlefields and level the playing field for smaller nations. Both founders represent different applications of drone autonomy—logistics and defense—that are moving from theoretical to operational.

Jason Calacanis, Alex (co-host)

Jason Calacanis and Alex discuss the growing backlash against AI among Gen Z and the broader public, triggered by high-profile figures like Eric Schmidt being booed at commencement ceremonies. The episode explores why students entering an AI-reshaped job market are increasingly skeptical of the technology, examines concentration of AI revenue (90% to Anthropic and OpenAI), and covers emerging concerns about surveillance infrastructure like Flock Safety's camera networks.

Scott Galloway reads his latest "No Mercy / No Malice" essay, "Apocalypse No," sharing his analysis of current events or trends.

Nilay Patel, David Pierce

The Vergecast breaks down the ongoing Musk v. OpenAI trial, exploring leaked details about Sam Altman's 2023 firing and the internal dynamics at OpenAI. The hosts discuss OpenAI's apparent plans to build a phone, Google's Fitbit Air health initiative, and a bizarre new robot from the creator of Roomba. The episode concludes with rapid-fire takes on AI rebrands, regulatory overreach, and the state of consumer tech.

Kara Swisher, Scott Galloway

Kara and Scott discuss Ted Turner's legacy and its impact on media, unpack earnings from Warner Bros. Discovery, Paramount, and Disney, explore Anthropic's partnership with SpaceX, analyze the Elon Musk vs. OpenAI trial, and test ChatGPT's ability to pick winning stocks in real markets.

Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg

The All-In besties debate Elon's SpaceX-Anthropic compute partnership, whether Anthropic is becoming an AI monopoly, White House "FDA for AI" regulation talk, and opportunities in AI market trading. Discussion spans infrastructure economics, antitrust concerns, policy risks to AI innovation, and how AI is shifting from a negative perception problem to a positive impact play in healthcare and education.

Chris Benson, Daniel Whitenack (hosts)

Dan and Chris examine whether the 'open vs. closed AI model' debate is becoming irrelevant in 2026. They discuss how physical AI, edge computing, and the maturation of open-source models like LLaMA have shifted the competitive landscape away from model superiority toward agentic systems, workflows, and AI-driven infrastructure. The focus has moved from which model wins to how systems integrate and execute.

Gary Stevenson

Gary Stevenson, a former trader turned economist and inequality activist, argues that modern Western economies increasingly reward ownership over work, accelerating wealth concentration among billionaires while the middle class shrinks and younger generations face the prospect of becoming poorer than their parents. Scott and Gary explore whether wealth taxes, estate taxes, and stricter tax enforcement could reverse these trends.

Scott Clark

Scott Clark, co-founder and CEO of Distributional, discusses how teams can reliably operate and improve complex LLM systems and agents in production. The episode explores a Maslow's hierarchy of observability framework, real-world production failures that standard evals miss (like lazy tool-use hallucinations), and how vector fingerprinting of traces enables clustering to uncover emergent behaviors. Clark explains how online analytics feed a data flywheel to generate evals, guardrails, and training data, and why adaptive approaches are essential for non-stationary models.

Host analysis (no named guest)

A surprise SpaceX compute deal with Anthropic reshapes the AI competitive landscape, positioning Elon Musk as an infrastructure kingmaker rather than a direct model competitor. The episode covers Anthropic's Code with Claude event—featuring managed agents, multi-agent orchestration, finance-specific agents, and infinite context capabilities—but the major story is how Anthropic gains critical compute capacity while SpaceX gains influence over AI development. Dario Amodei's 80x growth comment and Claude Dreaming feature also feature prominently.

Tim Stevens, Hayden Field

Verge contributor Tim Stevens explores how car companies are using AI tools to radically speed up vehicle development, potentially changing the cars we drive and affecting the jobs pipeline. Then, Hayden Field breaks down the latest in AI industry news: the Pentagon's classified AI deals, Anthropic's exclusion, the death of Microsoft and OpenAI’s AGI agreement, and why ChatGPT downloads are slowing. The episode also answers a listener question about whether tech layoffs are really about AI.

Ankur Nagpal, Jon Durbin, Yash Goenka

Ankur Nagpal from AngelList discusses USVC, a new venture capital fund that allows unaccredited investors to invest as little as $500 with quarterly redemptions. Later, Jon Durbin presents Chutes, a Bittensor subnet aggregating GPUs for trustless AI compute, and Yash Goenka introduces Humwork, which adds human intervention to unstuck AI agents. The episode also covers a news lightning round.

Kara Swisher and Scott Galloway discuss GameStop's $55 billion bid for eBay and the CEO's disastrous CNBC interview, the rise of AI-funded super PACs copying crypto industry tactics to influence the midterms, the Senate's ban on member trading in political prediction markets, new Pentagon AI contracts, and what Apple's latest earnings say about its future.

For six years, Sophos fought a secret cyber war against a state-backed hacking group targeting its firewalls, disrupting nine zero-day attacks and identifying the attackers. The operation forced Sophos to overhaul its security strategy and raised profound ethical questions about how aggressive private companies should be in defending their networks. The investigation led to U.S. Department of Justice indictments of Chinese government-linked hackers.

Dara Khosrowshahi

Uber CEO Dara Khosrowshahi returns to Decoder to discuss the company's expansion into a broader travel platform, adding hotel booking and personal shopping. He outlines the vision of an 'everything app' and how far the company thinks that concept can stretch. The conversation also addresses mounting pressure from AI chatbots that could bypass the Uber app entirely, prompting Uber to strengthen its grip on the user experience layer.

Faint but converging signals suggest the AI doom narrative may finally be cracking — and they're showing up in the chattering class and the markets at the same time. This episode walks through the evidence: Ezra Klein's New York Times pushback on the AI job apocalypse, Alex Imas's scarcity framework, Atlassian's blowout earnings, and Sam Altman's rhetorical pivot from replacement to augmentation.

The May 2026 Ask Me Anything episode of Mindscape, where host Sean Carroll answers questions submitted by Patreon supporters. The questions were curated based on whether Carroll had something interesting to say about them, and sometimes grouped by topic.

Chamath Palihapitiya, Jason Calacanis, David Sacks, David Friedberg

The All-In besties discuss SpaceX's acquisition of Cursor for compute leverage, the emerging SaaS debt crisis with major firms like Medallia facing creditor pressure, Tim Cook's succession to John Ternus at Apple and what it means for the company's future, the SPLC indictment raising questions about NGO oversight, and new research linking a specific microbiome imbalance to the surge in colon cancer among young adults.

NLW (Host Solo)

NLW tests GPT-5.5 across real-world tasks—writing, coding, strategy, design, spreadsheets, and data analysis—and breaks down OpenAI's launch positioning around 'real work' versus the hype. The episode covers benchmark claims, comparisons to Anthropic, and whether the upgrade will feel meaningful to everyday users or just benchmark improvement.

Andrew Yang

Kevin Roose and Casey Newton explore Tim Cook's tenure at Apple, examining how the company has evolved under his leadership and what his legacy means for tech. The hosts also discuss universal basic income with entrepreneur Andrew Yang and test a new AI product that generates hats.

Chris Benson, Daniel Whitenack

Dan and Chris dissect Anthropic's new Mythos frontier model and its cybersecurity implications, ranging from 'been here before' skepticism to existential concern. They then pivot to Allbirds' shocking announcement: pivoting from shoe manufacturing to becoming a neocloud provider. The episode closes with analysis of 'tokenmaxxing'—the gamification of LLM usage that's profitable for model providers but financially ruinous for developers.

Philipp Herzig

Philipp Herzig, CTO of SAP, discusses how the 50-year-old enterprise software giant is navigating the AI transition for its 400,000+ customers. The conversation covers SAP's strategy for closing the AI adoption gap, the critical importance of data quality and verifiability in enterprise AI, the shift from predictive models to agentic systems, and how AI is forcing SAP to rethink its pricing model from per-user licenses to outcome-based approaches.

Chris Zacharia, Brian McRindle (Bitstarter); Ning Ren (Trajectory RL)

SpaceX and Cursor announced a $10B partnership to develop AI coding models, with an option for a $60B acquisition. The episode explores the deal's implications for the AI coding market, then dives into Bittensor infrastructure through Bitstarter (a 'Kickstarter for Bittensor subnets') and Trajectory RL's use of decentralized competitions to design AI agent skills. Discussion spans the economics of AI compute consolidation, decentralized AI infrastructure, and the emerging role of 'skills' as critical building blocks in the agentic era.

Chamath Palihapitiya

The hosts debate the Department of Government Efficiency (DOGE), Elon Musk's initiative to cut government spending. Can Silicon Valley's move-fast mentality work in bureaucracy?

Chamath Palihapitiya

Emergency episode after the 2024 presidential election. The hosts analyze Trump's victory, the role of tech billionaires in the campaign, and what the result means for AI policy, crypto regulation, and tech antitrust.

Chamath Palihapitiya

Heated debate on AI regulation. Sacks argues for minimal regulation to preserve innovation. Friedberg argues for targeted safety requirements. Chamath and Calacanis stake out middle ground.

Chamath Palihapitiya

The hosts debate Silicon Valley's political shift rightward. Why tech founders who were reliably Democratic are now supporting Republican candidates, and what this means for technology policy.

Chamath Palihapitiya

The four besties make their annual predictions for 2024: AI progress, market performance, election outcomes, and geopolitics. Each host puts their reputation on the line with specific, falsifiable predictions.