- 05-31A rational conversation on where AI is actually going | Benedict Evans80 分钟
- 00:00Introduction to Benedict Evans
- 02:19What people aren’t pricing in about AI’s impact
- 06:24Why we’re in the 1997 moment of AI
- 09:44The unexpected boom in professional services and consultants
- 17:44Why distribution is becoming the ultimate moat
- 23:17The coming job transformation: what’s real vs. panic
- 27:33Why AGI definitions keep shifting
- 38:11Where value will accrue: models vs. applications
- 42:55Distribution wars: Google, Meta, Apple, and OpenAI
- 48:12The anti-AI sentiment and backlash
- 53:11How to raise kids in an AI future
- 58:27What jobs to steer toward or away from
- 59:20The question nobody’s asking about AI
- 1:06:25How to be successful in this coming future
- 1:08:43AI corner
- 1:11:43Lightning round
- 05-24The AI paradox: More automation, more humans, more work | Dan Shipper94 分钟
- 00:00Introduction to Dan Shipper
- 02:56Dan’s unique position living in the AI future
- 09:17How the way we work will change in the coming year
- 16:39The case for general agents
- 18:08Codex and Claude Code as the new operating system for work
- 25:39How Cursor fits in
- 27:42How this changes what SaaS companies should build
- 31:13Why CLI is already over
- 33:34Two agents are better than one
- 36:22Why Dan is bullish on SaaS stocks
- 39:01Why automation doesn’t reduce human work
- 47:00The value of human-written code
- 48:36Quick recap
- 50:15How work is changing
- 56:17Why data scientists are drowning in bad analysis
- 58:24Which product/tech roles are least changed by AI
- 1:02:17We will read way more AI-generated writing and we will like it
- 1:08:28Why product managers will dominate the AI era
- 1:11:05Full-stack designers are the other big winners
- 1:13:11The AI job apocalypse won’t happen
- 1:16:00How to “ride the models” to stay relevant
- 1:21:02Final predictions and advice
- 1:25:24Lightning round
- 05-17Why we’re at the beginning of the AI hardware boom | Caitlin Kalinowski (ex–OpenAI, Meta, Apple)99 分钟
- 00:00Introduction to Caitlin Kalinowski
- 02:32Why VR didn’t take off despite incredible hardware
- 04:55The future of AR glasses and physical AI
- 08:45Why robotics and hardware are suddenly hot
- 13:33Why humanoid robots aren’t ready yet
- 16:13Supply chain bottlenecks threatening robotics
- 17:31Why magnets and actuators are critical dependencies
- 20:51The geopolitical implications of hardware supply chains
- 24:48AI safety concerns with physical robots
- 26:50Apple’s approach to hardware excellence
- 30:10Building a hardware program from scratch at Meta
- 31:39The Quest 2 cost reduction story
- 33:07Critical principles for hardware development
- 39:58The MacBook Air manila envelope moment
- 41:01The butterfly keyboard situation
- 41:43Lessons from Apple on customer feedback
- 44:46The memory price crisis coming for hardware
- 49:31How many components go into a robot
- 52:53When to use off-the-shelf vs. custom components
- 55:02How AI is changing hardware engineering
- 1:00:27Why humanoids aren’t the answer for most use cases
- 1:03:05When robots will build other robots
- 1:06:23What makes a robot feel human and connected
- 1:09:15Robots in the home
- 1:12:00What the next five years look like
- 1:15:38Why she left OpenAI
- 1:18:09How to hire exceptional hardware teams
- 1:23:42Lessons from Steve Jobs, Mark Zuckerberg, and Sam Altman
- 1:27:27Failure corner
- 1:32:33Lightning round
- 05-10How to build a company that withstands any era | Eric Ries, Lean Startup author99 分钟
- 00:00Introduction to Eric Ries
- 02:26Introducing Incorruptible
- 06:26Protecting what you’ve built
- 11:35Why founders get ousted
- 14:58Too early, too late
- 19:32The blueprint: ethos plus integrity
- 20:49Novo Nordisk’s 100-year governance fortress
- 26:41The Vectura Group and Philip Morris
- 33:16The “harder is easier” principle
- 37:22Cloudflare’s mission emergence story
- 42:43Groupon’s email frequency death spiral
- 45:37How to define your purpose
- 51:09Mission-driven vs. mission-hopeful companies
- 54:46Integrity: structural and personal
- 57:47Shareholder primacy: the 40-year-old “natural law”
- 01:00:04Public benefit corporations: the easiest protection
- 01:04:24Downsides and objections
- 01:06:08The Anthropic example: fastest-growing company ever
- 01:08:39The torchbearers in every organization
- 01:10:37The culture bank: deposits and withdrawals
- 01:12:28OpenAI and Anthropic governance
- 01:16:21Mission guardians explained
- 01:18:29Spiritual holding companies
- 01:21:53The founder control trap
- 01:25:25Three things to do this week
- 01:30:10AI alignment and human alignment
- 01:34:00Conway’s law: org charts in architecture
- 01:37:31Book resources and farewell
- 05-03Why cultivating agency matters more than cultivating skills in the AI era | Max Schoening (Head of Product, Notion)87 分钟
- 00:00Introduction to Max Schoening
- 01:55The origin story of designers coding at Notion
- 06:30How much designers and PMs are shipping today
- 08:24The balance between shipping code and strategic work
- 10:32Why agency will help you thrive in the AI era
- 11:49Examples of high agency at Notion
- 13:52What we might lose as roles merge
- 15:56Advice for developing agency
- 17:42Malleable software explained
- 20:43The Dieter Rams video and design philosophy
- 24:00The SaaS apocalypse debate
- 28:25How product building has changed in the past two years
- 30:27What’s next in how we build products
- 34:16Token spend and ROI conversations
- 37:39Getting people to change how they work
- 39:04Max’s AI stack
- 41:41Which roles AI will transform next
- 44:26When companies will start caring about ROI
- 48:38Why Notion AI is so successful
- 51:47How to ship more quickly while maintaining quality
- 56:40Building taste through iterations
- 1:00:09What matters most in building successful products
- 1:05:06Using the jobs-to-be-done framework
- 1:07:28Hot take on universal basic income
- 1:09:26What Max would do with AGI
- 1:10:53Contrarian corner
- 1:13:14Failure corner
- 1:16:20Advice for young people in Silicon Valley
- 1:19:20Lightning round and final thoughts