Baseten CEO Tuhin Srivastava on the AI Inference Crunch, Custom Models, and Building the Inference Cloud

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1. 

   S1 · E164 · 4 Jun 2026 · 42 min

   We Need An Ecosystem in AI, And Every Company Can Win A Place In It

   What does it mean for a business to truly operate at the AI frontier? In a special crossover episode at Microsoft Build, Sarah Guo and Elad Gil team up with Latent Space host “swyx” to talk with Microsoft Chairman and CEO Satya Nadella about the future of AI platforms, software development, and the tech ecosystem. Satya reflects on the latest breakthroughs from Microsoft Build, the strategic shift toward multi-model harnesses, and why private evaluations (evals) are now a company’s most important intellectual property. They also discuss how autonomous AI agents are reshaping the role of…

2. 

   S1 · E163 · 28 May 2026 · 41 min

   Building an AI Guardian for Enterprise with Onyx Security CEO Maxim Bar Kogan

   We are now closer than ever before to living in a world where AI agents are smart enough to run our power grids and manage water supplies. How do we keep them from going rogue? Sarah Guo sits down with Maxim Bar Kogan, founder and CEO of Onyx Securities, to explore the complexities of supervising and securing autonomous agents at the enterprise level. Maxim explains Onyx’s product as an AI control plane, which oversees the permissions and flexible contexts of agents while balancing latency, cost, and reliability. He also discusses how current controls have insufficient context to monitor…

3. 

   S1 · E162 · 21 May 2026 · 31 min

   The Story Behind Cerebras’ $63 Billion IPO with Founder and CEO Andrew Feldman

   Companies in Silicon Valley from Nvidia to AMD are racing to fuel the AI revolution with postage stamp-sized AI chips. Meanwhile, a chip the size of a dinner plate just fueled a $63 billion IPO for Cerebras. Elad Gil and Sarah Guo sit down with Cerebras founder and CEO Andrew Feldman to discuss the company’s journey to making one of the largest tech go-publics in history. Andrew details the multi-year journey of pioneering wafer-scale AI computing, including surviving a brutal period of being ahead of market demand. He also explains the engineering breakthroughs that led to delivering…

4. 

   S1 · E161 · 14 May 2026 · 38 min

   Pax Silica: Inside the Trump Administration’s Tech Strategy with US Under Secretary of State for Economic Affairs Jacob Helberg

   Securing AI dominance requires more than just semiconductors; it demands a complete overhaul of how the West manages everything that goes into them, from rare earth minerals to actuators. Enter: Pax Silica. Sarah Guo and Elad Gil sit down with US Under Secretary of State for Economic Affairs Jacob Helberg to discuss the launch and expansion of Pax Silica, a 14-country economic security coalition designed to secure the entire AI supply chain. Jacob talks about the creation of a forward-deployed industrial base in the Philippines, where 4,000 acres will be developed into an “economic security…

5. 

   S1 · E160 · 11 May 2026 · 22 min

   Amex Global Business Travel: The World’s First AI Take Private with Long Lake CEO Alexander Taubman

   The world’s first AI-take-private just proved that AI can revolutionize the real economy. Long Lake Management co-founder and CEO Alexander Taubman joins Elad Gil to discuss his firm’s agreement to acquire the legacy platform American Express Global Business Travel (Amex GBT) in a deal valued at $6.3 billion. Alexander explains the mechanics of AI-driven roll-ups, and why Long Lake chooses to acquire and transform businesses rather than simply selling them software. He also talks about how Long Lake’s horizontal AI platform, Nexus, automates workflows across diverse verticals, and how…

6. 

   S1 · E158 · 23 Apr 2026 · 46 min

   SAP: Bringing the ‘Operating System’ of a Company into the AI Era with CTO Philipp Herzig

   More than fifty years ago, the modern idea of the standard enterprise software was birthed at SAP. Now, after managing companies through technological shifts from the mainframe to mobile, SAP is at the forefront of closing the AI adoption gap for their customers. SAP Chief Technology Officer Philipp Herzig joins Sarah Guo to talk about how SAP has remained a durable end-to-end “operating system” for its more than 400,000 customers from finance to supply chain. Philipp argues that the AI transition in businesses should focus on customer outcomes, UI changes, business processes, and the data…

7. 

   S1 · E157 · 17 Apr 2026 · 57 min

   Scaling Global Organizations in the Age of AI with ServiceNow Chairman and CEO Bill McDermott

   Few teens are business owners, but by age 16, Bill McDermott had purchased and was running a local deli. Now he runs leading global technology powerhouse ServiceNow, a company that is defining how the world’s largest organizations transform for the digital age. Sarah Guo sits down with ServiceNow CEO Bill McDermott to discuss his journey from child entrepreneur to CEO, and how he navigates his role as a leader in the age of AI. Bill argues that human connection is still a vital part of being a successful leader, and as such, AI must be used to serve people rather than substitute for…

8. 

   S1 · E156 · 9 Apr 2026 · 44 min

   The Agentic Economy: How AI Agents Will Transform the Financial System with Circle Co-Founder and CEO Jeremy Allaire

   AI agents can already collaborate, but they lack a trustworthy medium in which to store value and execute contracts. Enter Circle’s Arc Blockchain, an economic “operating system” designed for a world where machines drive the real economy. Circle co-founder and CEO Jeremy Allaire joins Elad Gil to dive into the future of programmable money and the agentic economy. Jeremy explains why traditional banking fails to support the needs of AI agents, and how stablecoins like USDC facilitate an internet-native economy. They also discuss the tokenization of real-world assets, the move toward…

9. 

   3 Apr 2026 · 29 min

   AI for Atoms: How Periodic Labs is Revolutionizing Materials Engineering with Co-Founder Liam Fedus

   What happens when you apply the scaling laws of large language models to the physical work of atoms? Elad Gil sits down with Liam Fedus, co-founder at Periodic Labs, which is pioneering an AI foundation lab for atoms. Liam discusses how he pivoted from dark matter physics research to the front lines of artificial intelligence, including stints at Google Brain and working on ChatGPT at OpenAI. He talks about how Periodic is connecting massive language models to the physical world to overcome data bottlenecks in material science. Liam also shares how they use language models as an…

10. 

    S1 · E154 · 20 Mar 2026 · 1 hr 7 min

    Andrej Karpathy on Code Agents, AutoResearch, and the Loopy Era of AI

    What happens when AI agents can design experiments, collect data, and improve — without a human in the loop? Andrej Karpathy joins Sarah Guo on the state of models, the future of engineering and education, thinking about impact on jobs, and his project AutoResearch: where agents close the loop on a piece of AI research (experimentation, training, and optimization, autonomously). 00:00 Andrej Karpathy Introduction 02:55 What Capability Limits Remain? 06:15 What Mastery of Coding Agents Looks Like 11:16 Second Order Effects of Natural Language Coding 15:51 Why AutoResearch 22:45 Relevant…