1. The New Apex Predator: CrowdStrike CEO George Kurtz on Adversaries Armed With AI Agents Adversaries are already running AI agents, and the fastest attacks now play out in seconds. Sarah Guo and Elad Gil sit down with CrowdStrike president and CEO George Kurtz on what 10/22 18:00 ♡
2. How to Stay Ahead in Chips NVIDIA packs six to nine custom chips into one powerful system. Fractile CEO Walter Goodwin on how chip companies can catch up: keep a rolling frontier of bets ready to ramp. 10/22 08:21 ♡
3. How OpenAI Secures Its Systems with AI OpenAI reassigned 25% of its production engineers to security. Then it used its top AI model to find vulnerabilities in its own systems. President Greg Brockman explains why. 10/19 20:10 ♡
4. First Party Chips and the NVIDIA Price First party chips are mostly about getting a better price from NVIDIA. Fractile’s Walter Goodwin on why there might be some truth to that joke: 10/18 06:52 ♡
5. OpenAI President: Security Spend Should Exceed Software Spend OpenAI president Greg Brockman’s thoughts on our No Priors conversation: “Security spend should actually vastly outstrip software spend.” 10/16 06:42 ♡
6. The Changing Physics of Cybersecurity and Drug Development with OpenAI President Greg Brockman Technology has always been the fundamental driver of improvement for human quality of life. And with the recent rollout of advanced frontier models, like OpenAI’s GPT-6, humanity c 10/15 18:00 ♡
7. The Slow Part of Chip Design "We can now have extreme intelligence that is guiding our experiments, but now we're just experiment bottlenecked.” Fractile CEO Walter Goodwin on why smarter AI still can’t make c 10/14 20:18 ♡
8. Why Sequence Holdings Invested in Baldwin With 90% retention, startups almost can't compete in insurance brokerages. Sequence Holdings bought into one instead. CEO Michael Lee on the Baldwin thesis. New No Priors episode, 10/13 07:07 ♡
9. Why Third Party Chips Survive Why doesn't every frontier lab build its own chip? Because if a rival finds a 5x efficiency gain that only runs on their silicon, you're out of the race before your chips deploy. F 10/11 23:50 ♡
10. Why Open Models Can Make Us Safer You can't separate cyber offense from defense. Reflection CEO Misha Laskin explains how restricting access to powerful AI capabilities can leave defenders less equipped to protect 10/10 08:19 ♡
