Episodes

How soon will quantum computing break today’s cryptography? Arvind Krishna and Nikesh Arora discuss the 2030 security deadline, post-quantum migration, frontier versus open-weight AI economics, cyber warfare and regulation. Plus, why vertical integration could consolidate software stacks while keeping companies accountable for what their systems produce.

Is design the new code? Figma CEO Dylan Field joins Jason to explain why taste, brand and point of view matter more as AI makes code easier to produce. They discuss Figma’s origin story, Adobe’s blocked $20 billion deal, the “SaaS apocalypse,” and why AI lowers the floor for creation while human curiosity, agency and boldness still raise the ceiling.

Did the AI bubble just pop? Ben Horowitz joins Jason, Chamath and Sacks to assess CoreWeave’s debt risk, AI financing and Anthropic’s outlook. They debate software’s Jevons paradox, open-source and small models, self-replicating AI warnings, and why power, land and compute may be the ultimate moat.

Is AI becoming a tool, a moral framework or a new religion? The besties debate Anthropic’s view that Claude might be conscious, model welfare and alignment risks, plus OpenAI’s math breakthroughs and backlash. They also break down France’s riots, socialism, debt and bond-market pressure, then assess Grok Bot, OpenAI Dots, practical gains from AI and whether IP still matters.

Can an AI safety framework work without new legislation? The besties unpack the White House accord pushing frontier model companies toward internal controls, external audits and board oversight. They debate superintelligence as an arms race, open-source AI, cyber defense, data centers and power, plus whether doomer narratives obscure strong growth, low unemployment and rising household income.

Can Spotify’s playbook help move healthcare from reactive treatment to prevention? Daniel Ek joins Jason and Friedberg to unpack Spotify’s climb to over 700 million active users, the licensing bets behind subscription music and his shift to Neko. They discuss longitudinal data, AI, wearables, clinician-led diagnostics and funding preventive care in the U.S.

Should AI companies face ordinary corporate liability? The besties debate responsible shipping versus global regulation, whether open-weight models will commoditize routine AI while frontier systems tackle harder problems, and how consumer agents could save time and money while disrupting app stores, subscriptions and opaque workflows. Plus, Trump and Obama on global AI control.

Was Anthropic’s viral resignation a whistleblower moment or a coordinated push to shape AI regulation? The besties examine the evidence, media amplification, and potential IPO disclosure and liability risks. They debate how AI doom narratives could centralize federal power and threaten open source, then dig into data leakage, on-prem AI, human leverage, and Nike’s brand troubles.