Aravind Srinivas & Edwin Chen: The $1B Bootstrap, Apple's AI Edge, and Benchmarks | TWiAI E10

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1. 

   E15 · 27 May 2026 · 1 hr 7 min

   "Nobody Lost Their Job to AI, Just the Promise of AI" - This Week in AI Ep 15

   The AI jobs panic is here. Meta cut 8,000. Intuit cut 3,000. CapEx went up. Nobody can agree if anyone has actually lost a job to AI, or just to the promise of it. We dug into the GPU squeeze, the new craft of "reward engineering," Pope Leo's call to disarm AI, and why Chinese open-source models just blew past American ones in token usage. This week's roundtable: Erik Bernhardsson (CEO of Modal Labs, the serverless GPU cloud), Tanay Kothari (CEO of Wispr Flow, the voice dictation app every VC in the valley uses), and Richard Socher (CEO of Recursive Superintelligence and You.com). Thank you…

2. 

   E14 · 20 May 2026 · 1 hr 39 min

   Grads boo AI, Reese Witherspoon gets dunked + Karpathy joins Anthropic | TWiAI E14

   The frontier labs are coming for the application layer, and they're going to steal your idea. We dug into Andrej Karpathy's move to Anthropic, the new rules of AI etiquette, and why graduates are booing AI at commencement speeches. This week's roundtable: Kanjun Qiu (CEO of Imbue, building open source agents), Jeremy Fraenkel (CEO of Fundamental, large tabular models for enterprise data), and Karri Saarinen (CEO of Linear, the product development system used by OpenAI, Coinbase, Cursor, Ramp, and Cash App). Thank you to our exclusive sponsor: PayPal Open , One Platform for All Business:…

3. 

   E13 · 13 May 2026 · 1 hr 8 min

   How the 1% Will Own Compute (and What It Means for You)

   The future of AI isn't a smarter chatbot. It's a model that watches your screen, listens to the room, and acts on what it sees. We dug into Thinking Machines' new interaction model, what it means for compute, and the layoff wave that's already here.This week's roundtable: Anastasios Angelopoulos (CEO of Arena, formerly LMArena), Nick Harris (CEO of Lightmatter, photonic computing chips), and Philip Johnston (CEO of StarCloud, building megawatt data centers in space). Thank you to our exclusive sponsor: PayPal Open, One Platform for All Business: http://paypalopen.com/ Timestamps: 0:00 Cold…

4. 

   E12 · 6 May 2026 · 1 hr 17 min

   Is Anthropic a Cult? AI Beats ER Doctors & Recursive Self-Improvement | This Week in AI E12

   This week, JCal sits down with two builders working on opposite ends of the AI stack: Naveen Rao , co-founder and CEO of Unconventional AI (his $4.5B startup rethinking the computer from first principles), and Trey Holterman , co-founder and CEO of Tennr, the platform automating the messy paperwork that decides whether millions of patients ever get the care they need. They break down why AI already beats ER doctors at diagnosis, why Epic is the most hated company in healthcare, what it takes to disrupt healthcare's $5 trillion incumbents, and whether $1.1 trillion in hyperscaler CapEx will…

5. 

   E11 · 30 Apr 2026 · 1 hr 14 min

   Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

   This week Jason sits down with three founders at the frontier of AI infrastructure, software development, and vertical AI: Matan Grinberg, co-founder and CEO of Factory; Russ d'Sa, co-founder and CEO of LiveKit; and George Sivulka, founder and CEO of Hebbia. They break down why AI coding agents are more powerful than vibe coding, how voice became the default interface for AI, why LLMs are becoming commoditized like RAM, and what it actually takes to build a moat in 2026. Mentioned in the show: Factory: https://factory.ai LiveKit: https://livekit.io Hebbia: https://hebbia.com Cursor:…

6. 

   E9 · 15 Apr 2026 · 1 hr 14 min

   The Future of AI: Personal Agents, Taste & Private Data | Lin Qiao & Demi Guo | E9

   This week we sit down with Lin Qiao and Demi Guo on This Week in AI Episode 9. Lin is the co-founder and CEO of Fireworks AI, a frontier inference platform processing tens of trillions of tokens per day, built by seven ex-Meta engineers who created PyTorch. Demi is the co-founder and CEO of Pika, building humanized AI agents for creative work, agents you interact with like a person, not a prompt box. This Week In AI is made possible by: PayPalOpen - One Platform for all Business: https://paypalopen.com/ Timestamps: 00:00 Welcome & intro to Lin Qiao and Demi Guo 02:38 Lin's journey from Meta…

7. 

   E8 · 8 Apr 2026 · 1 hr 27 min

   What's Left for Humans When AI Builds Everything?

   This week on TWiAI, Jason sits down with three founders at the center of the AI stack: Kanjun Qiu (CEO of Imbue), Carina Hong (CEO of Axiom), and Jonathan Siddharth (CEO of Turing). They break down Anthropic's explosive $30B run rate, why it just overtook OpenAI in revenue, Meta's bizarre internal token-burning leaderboard, and what happens when every person on Earth has 100 AI agents running for them. Anthropic's Revenue Explosion: Anthropic hit a $30B run rate, up from $9B just six months ago, and appears to have overtaken OpenAI in token sales. The panel breaks down where the money is…

8. 

   E7 · 1 Apr 2026 · 1 hr 12 min

   How Focus Killed Sora and Saved Anthropic | This Week in AI with Victor Riparbelli, Nick Harris & Jeremy Fraenkel

   This Week in AI, JCal sits down with three CEOs building the infrastructure, intelligence, and interfaces for the next era of AI: Jeremy Fraenkel (CEO, Fundamental), Victor Riparbelli (CEO, Synthesia), and Nick Harris (CEO, Lightmatter). We break down what's actually happening beneath the AI hype: the data modality LLMs completely missed, why copper is the real bottleneck in AI data centers, OpenAI shutting down Sora, the build vs. buy debate for AI tools, and how close we really are to AGI. AI's Biggest Blind Spot, Tabular Data: LLMs transformed text, images, and code, but 70-80% of…

9. 

   E6 · 25 Mar 2026 · 1 hr 15 min

   $2.5B Chip Heist, The Future of American AI, and Purpose-Built Robots | This Week in AI Ep 6

   This week Jason sat down with Jake Loosararian and Chris Lattner on Episode 6 of This Week in AI. Jake is the CEO and co-founder of Gecko Robotics, a company deploying purpose-built robots and AI for mission-critical infrastructure inspection across energy, defense, and manufacturing. Chris is the CEO and co-founder of Modular, building a universal software layer that lets developers run AI models across Nvidia, AMD, and Apple silicon without being locked into any single hardware vendor. We explore the GPU shortage, why China's chip smuggling reveals the stakes of the AI cold war, how…

10. 

    E5 · 18 Mar 2026 · 36 min

    How Abridge Built A $5B AI Healthcare Unicorn | Shiv Rao, CEO - This Week in AI Ep 5

    This week, JCal sat down with Shiv Rao at LAUNCH Fest 2026. Shiv is a cardiologist, CEO, and co-founder of Abridge , a $5B+ company that's raised close to $1B to build vertical large language models for healthcare. Shiv breaks down why the US healthcare system is broken, how AI is already outperforming doctors on average, and what it took to build a unicorn in one of the most regulated industries on the planet. We explore how AI is transforming doctor-patient conversations, eliminating clinician burnout, and reshaping how care is delivered and paid for. Doctors Need 30 Hours a Day: An…