Loading video...

Video Failed to Load

There was a problem loading this video. This could be due to a temporary network issue or the video might be unavailable.

Roblox is scaling 3D world creation for ~100M daily active users. In this full episode, I sit down with Roblox’s VP of AI, Anupam Singh to break down: – Cube AI (their new generative model) – LLMs + 4D world-building – Vibe coding & in-experience creation Timestamps: 00:00 Roblox:... The YouTube of 3D 01:53 Meet Anupam Singh, VP of AI at Roblox 03:09 The Roblox Vision: 3D Creation & Consumption At Scale 06:48 The Unseen AI Foundation of Roblox: Safety & Moderation 08:58 Cube AI: One Model To Rule Them All? 13:06 Using Cube with Large Language Models 17:54 The Road to 4D: Making Interactive Worlds 21:52 Who Orchestrates the AI? Creators vs Agentic AI 25:29 Vibe Coding At Roblox Scale 30:03 In-Experience 3D Creation 33:00 AI’s Impact on the Creator Economy 35:57 Roblox’s AI Recommendation Engine 39:13 Roblox Cube’s Context Window & Scaling Scene Generation 41:36 Future of UGC and AAA 3D Content 49:37 Advice for Creators & Developers 53:24 Key Takeaways & Conclusionshow more

Bilawal Sidhu

107,674 subscribers

178,735 views • 1 year ago •via X (Twitter)

Gaming Science & Technology News & Politics

Anya Rossi• Live Now

Private livecam show

11 Comments

Bilawal Sidhu1 year ago

Transcript: Spotify: YouTube:

Moescape AI1 year ago

Sign up & effortlessly find YOUR perfect character to chat with on Moescape AI: #MoescapeTavern #aichatbot

Is this a 3D model?1 year ago

we do not care

Prakash (Ate-a-Pi)1 year ago

Timely. I’m going to see Dave in SF today. Will watch this on the way there.

Bilawal Sidhu1 year ago

Nice! Say hi for me

Kristina Fitzsimmons1 year ago

@Scobleizer Amazing interview! My son does mods and testing but I would love to help him publish his own game. This info is great as we continue to pursue this challenge. Thanks for reposting, Scoble!

Bilawal Sidhu1 year ago

@Scobleizer i think more of us (older folks!) also need to try vibe coding on roblox! the distribution bit is so key

Taylor1 year ago

Recently I got to talk to a few admins working on all of these AI stuff. I can't say what was said but what I can say is that the future is looking really good for all of this.

amythya1 year ago

btw they use ai for their moderation and they havent banned potemer whos a self admited child rapist and groomer <3

Lidgen1 year ago

the intersection of ai and user experience holds incredible potential for creativity and innovation. excited to see how this evolves!

Lord ¥ayowam ⭕️1 year ago

Might have to try some vibe coding on Roblox!

Related Videos

BREAKING: Inside the Multi-Billion Dollar Digital Economy Powering Roblox Co-Founder & CEO David Baszucki 2025 Stats: • $1.5B paid to creators • Top 1,000 creators: $1.3M avg • $6.8B bookings (+55% YoY) • $4.9B revenue (+36% YoY) • ~150M daily users • 35B hours engaged (Q4) • 40+ data centers • Hundreds of thousands of servers • ~500 AI models “I think the most underrated aspect of Roblox is arguably how much deep tech & theories around economics & theories around systems sit underneath it.” While Roblox (NYSE: $RBLX) does not employ creators, their research estimates that between 2017-2024, Roblox contributed approximately 22,000 full-time job equivalents (FTEs) and $1.62 billion in GDP to the U.S. economy. In the same eight-year period, it is estimated that Roblox creators contributed $416 million in tax revenue. In just 2024 alone, Roblox generated a total GDP impact of $445 million, up 29% from 2023. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) David Baszucki, Co-Founder & CEO at Roblox (01:21) Flaming Hot Cheetos? (03:53) The 10% global gaming ambition (05:40) The early vision that built Roblox (07:45) Vision vs metrics (09:08) The most underrated part of Roblox (10:55) Why Roblox data matters for AI (12:55) The future of AI-powered games (16:27) AI won’t replace creators (20:46) Virtual concerts & the future of AR/VR (22:28) What “4D gaming” actually means (24:29) Staying relevant across generations (27:00) The viral engine (27:58) Lessons on human behavior (30:51) AI, jobs, & the future of work (34:00) The culture playbook (37:03) Mindset & performance (38:06) Health, diet, sleep, ketosis & biohacking (46:05) Craziest Roblox moments (47:45) What’s next for Roblox

BREAKING: Inside the Multi-Billion Dollar Digital Economy Powering Roblox Co-Founder & CEO David Baszucki 2025 Stats: • $1.5B paid to creators • Top 1,000 creators: $1.3M avg • $6.8B bookings (+55% YoY) • $4.9B revenue (+36% YoY) • ~150M daily users • 35B hours engaged (Q4) • 40+ data centers • Hundreds of thousands of servers • ~500 AI models “I think the most underrated aspect of Roblox is arguably how much deep tech & theories around economics & theories around systems sit underneath it.” While Roblox (NYSE: $RBLX) does not employ creators, their research estimates that between 2017-2024, Roblox contributed approximately 22,000 full-time job equivalents (FTEs) and $1.62 billion in GDP to the U.S. economy. In the same eight-year period, it is estimated that Roblox creators contributed $416 million in tax revenue. In just 2024 alone, Roblox generated a total GDP impact of $445 million, up 29% from 2023. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) David Baszucki, Co-Founder & CEO at Roblox (01:21) Flaming Hot Cheetos? (03:53) The 10% global gaming ambition (05:40) The early vision that built Roblox (07:45) Vision vs metrics (09:08) The most underrated part of Roblox (10:55) Why Roblox data matters for AI (12:55) The future of AI-powered games (16:27) AI won’t replace creators (20:46) Virtual concerts & the future of AR/VR (22:28) What “4D gaming” actually means (24:29) Staying relevant across generations (27:00) The viral engine (27:58) Lessons on human behavior (30:51) AI, jobs, & the future of work (34:00) The culture playbook (37:03) Mindset & performance (38:06) Health, diet, sleep, ketosis & biohacking (46:05) Craziest Roblox moments (47:45) What’s next for Roblox

Molly O’Shea

613,034 views • 5 months ago

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Another mindblowing conversation with my good friend .Emad... Enjoy!! 00:00 - Introduction 00:22 - AI: The Biggest Shift in Human History 00:42 - AI’s Impact on Society and the Economy 01:03 - Conversation with Emad Mostaque Begins 01:50 - The Acceleration of AI and Economic Takeoff 03:07 - AI Intelligence: Beyond Human IQ 04:08 - The Rise of AI Chefs and Super Cooks 05:07 - Breaking AI Constraints: Compute and Energy 07:03 - The Future of AI: Ubiquitous Intelligence 08:04 - The Shift to Local AI Models 10:07 - Why Has Apple Lagged in AI? 11:21 - The AI Race: OpenAI, Grok, Gemini, and More 13:11 - China’s Open-Source AI Strategy 14:57 - AI Bias and Ethical Challenges 16:57 - AI’s Cross-Pollination and Memory 18:02 - Are AI Models Becoming Self-Aware? 19:16 - AI, Bitcoin, and Self-Sustaining Algorithms 21:26 - AI-Driven Economies and Autonomous Companies 23:41 - The Future of Labor: A World Without Jobs? 25:26 - AI-Powered Robots: The Next Workforce Revolution 27:28 - The End of Traditional Economic Models 30:27 - The Political Shift: Humanist vs. Transhumanist 33:04 - AI in Financial Markets: The End of Human Traders? 36:03 - The Evolution of Investing in an AI World 38:33 - AI’s Impact on Capital Formation and Business Disruption 40:01 - The Rise of Digital Twins and Post-Capital Society 42:45 - Building AI for Education, Healthcare, and Governance 46:42 - The Future of Money in an AI-Driven World 50:11 - Universal Basic AI: A New Economic Model 54:29 - The Deflationary Impact of AI and Crypto’s Role 57:02 - The AI Singularity: Five Years Until Everything Changes 58:56 - The Road Ahead: AI, Crypto, and the Future of Civilization 01:02:24 - Final Thoughts: The Most Exciting and Terrifying Time in History

Raoul Pal

326,827 views • 1 year ago

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Andrew Ng (Andrew Ng) on how startups can build faster with AI. At AI Startup School in San Francisco. 00:31 - The Importance of Speed in Startups 01:13 - Opportunities in the AI Stack 02:06 - The Rise of Agent AI 04:52 - Concrete Ideas for Faster Execution 08:56 - Rapid Prototyping and Engineering 17:06 - The Role of Product Management 21:23 - The Value of Understanding AI 22:33 - Technical Decisions in AI Development 23:26 - Leveraging Gen AI Tools for Startups 24:05 - Building with AI Building Blocks 25:26 - The Importance of Speed in Startups 26:41 - Addressing AI Hype and Misconceptions 37:35 - AI in Education: Current Trends and Future Directions 39:33 - Balancing AI Innovation with Ethical Considerations 41:27 - Protecting Open Source and the Future of AI

Y Combinator

853,581 views • 1 year ago

Dr. Fei-Fei Li (Fei-Fei Li), the Godmother of AI, on the origin of computer vision and why spatial intelligence is the next frontier. At AI Startup School in San Francisco. 01:00 - Origins of ImageNet 02:15 - The Dream to Make Machines See 03:28 - A paradigm shift in AI 05:50 - AlexNet and Deep Learning 08:00 - Evolving Computer Vision 12:20 - Building World Labs 13:00 - The next frontier in AI 14:20 - Why Spatial Intelligence Is Harder Than Language 18:40 - Technical Barriers for Vision-Based AI 20:00 - AI is more than LLMs 25:50 - Fei Fei’s Journey 29:30 - Mentoring some of the legends of AI 33:00 - Audience Q&A

Dr. Fei-Fei Li (Fei-Fei Li), the Godmother of AI, on the origin of computer vision and why spatial intelligence is the next frontier. At AI Startup School in San Francisco. 01:00 - Origins of ImageNet 02:15 - The Dream to Make Machines See 03:28 - A paradigm shift in AI 05:50 - AlexNet and Deep Learning 08:00 - Evolving Computer Vision 12:20 - Building World Labs 13:00 - The next frontier in AI 14:20 - Why Spatial Intelligence Is Harder Than Language 18:40 - Technical Barriers for Vision-Based AI 20:00 - AI is more than LLMs 25:50 - Fei Fei’s Journey 29:30 - Mentoring some of the legends of AI 33:00 - Audience Q&A

Y Combinator

194,705 views • 1 year ago

AI has a trust problem. Verifiability is the solution. Our GM of AI Nima Vaziri sat down with a16z’s Ali Yahya and Dan Boneh of Stanford University to map the deepest fault lines in AI today. ☁️ Models we can’t trust ☁️ Current providers can censor, shut down, or shift rules overnight. Outsourced training hides backdoors. Even “open” weights don’t prove what’s actually running. Trust. Backdoors. Black boxes. The path forward is clear: 🔥 Verifiable evals 🔥 Verifiable inference 🔥 TEEs for hardware-backed integrity 🔥 Infra beyond single points of control 🔥 Blockchains as coordination layers for AI From “trust us” to “verify yourself.” That’s the shift. That’s the unlock. The frontier is here. The builders decide what comes next. Create and use AI that’s incentive aligned with you. Timestamps: 00:00:00 Introduction: AI & Crypto Intersection Overview 00:01:58 Four Major AI-Crypto Trends 00:02:44 AI Agents Need Financial Infrastructure 00:04:03 Proof of Humanity: Fighting AI-Generated Content 00:04:17 Decentralizing AI Infrastructure Networks 00:04:44 Synthetic Life: Autonomous AI Agents 00:06:20 Verifiable AI 00:10:16 Current Performance Numbers for AI Proofs 00:13:18 The Era of Experience in AI Learning 00:14:56 AI Agents Having Life of its Own 00:18:21 Algorithmic Fairness & Verifiable Models 00:23:18 Privacy in AI: Trusted Execution Environments 00:25:47 Economic Incentive for Open Weight Models 00:31:39 Attribution Problem: Who Gets Paid for AI Training? 00:35:52 Content Provenance & Authentication (C2PA) 00:48:03 AI Security: Finding Exploits & Vulnerabilities 00:54:53 Educational Applications: LLMs as Learning Partner 00:58:29 Reliance on LLMs and Cognitive Abilities 01:03:57 Content Providers’ Fear of LLM Training

AI has a trust problem. Verifiability is the solution. Our GM of AI Nima Vaziri sat down with a16z’s Ali Yahya and Dan Boneh of Stanford University to map the deepest fault lines in AI today. ☁️ Models we can’t trust ☁️ Current providers can censor, shut down, or shift rules overnight. Outsourced training hides backdoors. Even “open” weights don’t prove what’s actually running. Trust. Backdoors. Black boxes. The path forward is clear: 🔥 Verifiable evals 🔥 Verifiable inference 🔥 TEEs for hardware-backed integrity 🔥 Infra beyond single points of control 🔥 Blockchains as coordination layers for AI From “trust us” to “verify yourself.” That’s the shift. That’s the unlock. The frontier is here. The builders decide what comes next. Create and use AI that’s incentive aligned with you. Timestamps: 00:00:00 Introduction: AI & Crypto Intersection Overview 00:01:58 Four Major AI-Crypto Trends 00:02:44 AI Agents Need Financial Infrastructure 00:04:03 Proof of Humanity: Fighting AI-Generated Content 00:04:17 Decentralizing AI Infrastructure Networks 00:04:44 Synthetic Life: Autonomous AI Agents 00:06:20 Verifiable AI 00:10:16 Current Performance Numbers for AI Proofs 00:13:18 The Era of Experience in AI Learning 00:14:56 AI Agents Having Life of its Own 00:18:21 Algorithmic Fairness & Verifiable Models 00:23:18 Privacy in AI: Trusted Execution Environments 00:25:47 Economic Incentive for Open Weight Models 00:31:39 Attribution Problem: Who Gets Paid for AI Training? 00:35:52 Content Provenance & Authentication (C2PA) 00:48:03 AI Security: Finding Exploits & Vulnerabilities 00:54:53 Educational Applications: LLMs as Learning Partner 00:58:29 Reliance on LLMs and Cognitive Abilities 01:03:57 Content Providers’ Fear of LLM Training

EigenCloud

62,099 views • 11 months ago

A KID WITH CURSOR AI CAN NOW BUILD A ROBLOX GAME THAT MAKES $150M THIS IS NOT A JOKE Roblox has 80 million players logging in every single day. The platform pays out billions to creators annually. The top games generate seven and eight figure revenues every year. And until recently, building one required years of coding, 3D modeling, sound design, and game development experience. Cursor AI just removed every single one of those requirements. Maps, models, sounds, mechanics, monetization – all of it generated by describing what you want. The AI builds while you direct. Children are already shipping games this way. The Roblox gold rush isn't coming. It's already happening. The people getting in now with AI tools are building the games that will dominate the platform for the next decade. Bookmark this. The video explains exactly how to start.

A KID WITH CURSOR AI CAN NOW BUILD A ROBLOX GAME THAT MAKES $150M THIS IS NOT A JOKE Roblox has 80 million players logging in every single day. The platform pays out billions to creators annually. The top games generate seven and eight figure revenues every year. And until recently, building one required years of coding, 3D modeling, sound design, and game development experience. Cursor AI just removed every single one of those requirements. Maps, models, sounds, mechanics, monetization – all of it generated by describing what you want. The AI builds while you direct. Children are already shipping games this way. The Roblox gold rush isn't coming. It's already happening. The people getting in now with AI tools are building the games that will dominate the platform for the next decade. Bookmark this. The video explains exactly how to start.

SCOTTY BEAM

19,099 views • 3 months ago

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Had a great talk with Anjney Midha about why he left a16z to start AMP PBC (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like Harry Stebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Nathan Lands

28,858 views • 4 months ago

The end of coding? *Epic* conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self

The end of coding? Epic conversation with Guillermo Rauch of Vercel on vibe coding, MCP, agents and building products in the AI era. (00:00) - Intro: Guillermo's Story (02:08) - What is v0 and Why Did It Take Off So Fast? (04:10) - Building a hit product with < people (07:51) - Cursor, Replit, etc: v0 vs Other AI Coding Tools (10:35) - Everyone can cook - What is Vibe Coding? (17:05) - Is v0 Just Frontend? Moving Toward Full Stack 19:40 - How to Become a Great Vibe Coder (23:35) - A GUI for AI: The Future of Interfaces (29:46) - Developer Love vs Agent Love (33:41) - The Importance of Taste in the AI Era (39:10) - MCP: The Protocol for AI-to-AI Communication (43:11) - Security and the Risks of Agentic Web (45:25) - Are Enterprises Ready for the Agentic Future? (49:42) - Building a Data Flywheel (56:06) - The Vercel AI Cloud: From Pixels to Tokens (1:10:14) - Adapting to a Non-Developer Persona (1:13:47) - Retention, Margins, and the Business of AI (1:16:51) - The Secret Behind Vercel Last Year Growth (1:24:15) - The importance of Online Presence (1:30:49) - Everything, Everywhere, All at Once: Keeping your Sanity as a CEO (1:34:59) - Guillermo's Advice to Younger Self

Matt Turck

86,153 views • 1 year ago

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

Raoul Pal

280,189 views • 1 year ago

1/ New episode – Making the Internet AI-Native with Andrej from Grass Host: Connor Lovely 🎬 We discuss: - An inside look at their revenue and customer base 👀 - How they're upgrading the Internet from the bottom up - What LCR is and why it's so important for our AI future Timestamps: 00:00 - Introduction 01:03 - Shifts in AI and Crypto Landscapes 02:15 - Diminishing Returns in AI Scaling 04:48 - The Evolution of AI Models 06:06 - Grass’s Position in the AI Industry 09:07 - Challenges in Multimodal Data 11:06 - Live Context Retrieval Explained 13:11 - The Future of AI Search 15:07 - The Scraping Dilemma 18:08 - Grass’s Unique Opportunity 22:05 - Current Node Count and Future Goals 24:29 - Grasshopper and Network Expansion 28:08 - Grass’s Identity: DePIN or AI Project? 30:23 - ClipTagger12B and Video Search Innovations 39:40 - Customer Engagement and Revenue Insights 45:04 - Future Growth and Market Potential Watch on other platforms below ⬇️

1/ New episode – Making the Internet AI-Native with Andrej from Grass Host: Connor Lovely 🎬 We discuss: - An inside look at their revenue and customer base 👀 - How they're upgrading the Internet from the bottom up - What LCR is and why it's so important for our AI future Timestamps: 00:00 - Introduction 01:03 - Shifts in AI and Crypto Landscapes 02:15 - Diminishing Returns in AI Scaling 04:48 - The Evolution of AI Models 06:06 - Grass’s Position in the AI Industry 09:07 - Challenges in Multimodal Data 11:06 - Live Context Retrieval Explained 13:11 - The Future of AI Search 15:07 - The Scraping Dilemma 18:08 - Grass’s Unique Opportunity 22:05 - Current Node Count and Future Goals 24:29 - Grasshopper and Network Expansion 28:08 - Grass’s Identity: DePIN or AI Project? 30:23 - ClipTagger12B and Video Search Innovations 39:40 - Customer Engagement and Revenue Insights 45:04 - Future Growth and Market Potential Watch on other platforms below ⬇️

Proof of Coverage | Tech’s Creative Agency

98,908 views • 10 months ago

.Eric Jang is spearheading AI at 1X. Eric believes 1X is on the path to becoming an AGI company — not just a robotics company. I sat down with him at 1X’s new Palo Alto office to discuss the key AI building blocks needed to bring humanoid robots into homes at scale. 00:00 Eric Jang joins Humanoid Hub 00:27 Move to Palo Alto 01:02 Why 1X targets the home 02:01 The AGI company 02:49 Redwood AI overview 04:01 Unified control, modular stack 06:07 Data labeling at scale 07:10 RL mobility update for NEO 10:03 GPU and onboard compute 11:09 World model explained 13:34 Trusting world models for evaluation 15:05 Synthetic data generation 16:30 A world model Turing Test 17:41 RL in manipulation 20:08 Lessons from early NEO deployments 21:00 Full autonomy 22:18 1X’s unique edge in AI 24:02 Eric asks Devang a question

.Eric Jang is spearheading AI at 1X. Eric believes 1X is on the path to becoming an AGI company — not just a robotics company. I sat down with him at 1X’s new Palo Alto office to discuss the key AI building blocks needed to bring humanoid robots into homes at scale. 00:00 Eric Jang joins Humanoid Hub 00:27 Move to Palo Alto 01:02 Why 1X targets the home 02:01 The AGI company 02:49 Redwood AI overview 04:01 Unified control, modular stack 06:07 Data labeling at scale 07:10 RL mobility update for NEO 10:03 GPU and onboard compute 11:09 World model explained 13:34 Trusting world models for evaluation 15:05 Synthetic data generation 16:30 A world model Turing Test 17:41 RL in manipulation 20:08 Lessons from early NEO deployments 21:00 Full autonomy 22:18 1X’s unique edge in AI 24:02 Eric asks Devang a question

The Humanoid Hub

96,465 views • 1 year ago

Netflix pays AI PMs up to $900K/year. How do you become (and succeed) as one? Marily Nika Marily Nika is an AI PM at Google, and was an AI PM at Meta. In today's episode, she breaks it down: How AI PM Roles Differ at Big Tech Companies – 06:56 How Technical an AI PM Needs to Be – 08:08 Data Handling Responsibilities for AI PMs – 13:10 How PMs Can Improve Collaboration with Researchers – 18:06 Interviewing for AI PM Roles at Big Tech Companies – 22:08 The Role of a PhD in AI Product Management – 26:03 Optimizing LinkedIn for Aspiring AI PMs – 31:55 Roadmap to Becoming an AI PM – 37:05 Transitioning into AI Product Management – 40:52 The Process of Boomeranging Back to a Company – 44:00 AI Tools Every PM Should Know – 48:08 What It’s Like to Be an AI PM at Google – 57:46 How to Develop a Strong Product Strategy – 01:01:21 The Evolution of PM Roles in the Age of AI – 01:05:11 How PMs Can Stay Relevant in an AI-Driven World – 01:08:12 Balancing a Side Business with a Full-Time Job – 01:13:42 The Process of Creating a Course – 01:17:12 LinkedIn Tips for Aspiring AI PM Creators – 01:21:21 Lessons from Product Failures – 01:25:27 Paid promotions included

Netflix pays AI PMs up to $900K/year. How do you become (and succeed) as one? Marily Nika Marily Nika is an AI PM at Google, and was an AI PM at Meta. In today's episode, she breaks it down: How AI PM Roles Differ at Big Tech Companies – 06:56 How Technical an AI PM Needs to Be – 08:08 Data Handling Responsibilities for AI PMs – 13:10 How PMs Can Improve Collaboration with Researchers – 18:06 Interviewing for AI PM Roles at Big Tech Companies – 22:08 The Role of a PhD in AI Product Management – 26:03 Optimizing LinkedIn for Aspiring AI PMs – 31:55 Roadmap to Becoming an AI PM – 37:05 Transitioning into AI Product Management – 40:52 The Process of Boomeranging Back to a Company – 44:00 AI Tools Every PM Should Know – 48:08 What It’s Like to Be an AI PM at Google – 57:46 How to Develop a Strong Product Strategy – 01:01:21 The Evolution of PM Roles in the Age of AI – 01:05:11 How PMs Can Stay Relevant in an AI-Driven World – 01:08:12 Balancing a Side Business with a Full-Time Job – 01:13:42 The Process of Creating a Course – 01:17:12 LinkedIn Tips for Aspiring AI PM Creators – 01:21:21 Lessons from Product Failures – 01:25:27 Paid promotions included

Aakash Gupta

42,853 views • 1 year ago

ICYMI, full No Priors discussion at Microsoft Build with Satya Nadella 01:48 – Reflections from Microsoft Build, ecosystem 03:12 – MAI Training, Model Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Value Capture By Developers 15:09 – Can Everybody Operate at the Frontier? 15:51 – The Definition of IP in 2026 17:38 – Vendor vs. Enterprise Agents 21:48 – Predictions on Model Pricing 24:02 – Durability of SaaS, SaaSpocalypse 25:58 – What Satya’s Coding Himself 28:18 – Future of Engineering 30:54 – How Microsoft Can Be More Ambitious? 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education

ICYMI, full No Priors discussion at Microsoft Build with Satya Nadella 01:48 – Reflections from Microsoft Build, ecosystem 03:12 – MAI Training, Model Strategy 05:48 – Complexity of Real-World Deployment of AI 07:33 – Augmenting Human Capital 09:37 – Harnesses for Enterprise 11:49 – Value Capture By Developers 15:09 – Can Everybody Operate at the Frontier? 15:51 – The Definition of IP in 2026 17:38 – Vendor vs. Enterprise Agents 21:48 – Predictions on Model Pricing 24:02 – Durability of SaaS, SaaSpocalypse 25:58 – What Satya’s Coding Himself 28:18 – Future of Engineering 30:54 – How Microsoft Can Be More Ambitious? 34:36 – Data Centers and Community Impact 38:01 – AI’s Impact on Society 39:52 - AI and Education

sarah guo

12,341 views • 2 months ago

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

Here's my conversation with DHH. He is back for round 2! It was an epic fun 5 hour conversation about the future of programming, AI, Linux, and human civilization. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:27 - Introduction 2:56 - Programming with AI agents 18:14 - How software will change 27:30 - AI impact on open source 37:21 - Building Omarchy Linux distro 47:05 - Vibe coding vs agentic engineering 1:00:06 - The end of manual programming 1:10:24 - Advice for programmers 1:22:30 - Surviving Internet Hate 1:31:46 - Programming setup for AI Agents 1:44:11 - Obsessing about speed 2:07:06 - Voice prompting vs typing 2:21:05 - Best AI coding models 2:37:55 - Best AI coding harnesses 2:50:57 - AI video generation and filmmaking 3:10:28 - Fatherhood 3:38:35 - Linux will win the desktop 3:49:51 - PewDiePie 3:59:24 - Future of programming 4:22:17 - Politics and immigration 4:53:54 - Longevity, over-optimization, and fear of death 5:05:38 - Eternal recurrence and future of human civization

Lex Fridman

535,235 views • 3 days ago

Why AI Progress Suddenly Feels Real - my conversation with Yann Dubois, who co-leads the Post-Training Frontiers team at OpenAI 00:00 - Intro 01:30 - Why recent AI progress feels like a step function 04:13 - Model reliability & the emotional rollercoaster of shipping GPT-5.5 07:33 - How OpenAI structures vertical and horizontal teams 09:49 - Improving model efficiency and test-time compute 12:32 - Yann's journey from Switzerland to OpenAI 15:37 - Reasoning in 2026: Real-world utility vs verifiable rewards 18:34 - GPT-5.5 Thinking vs Pro: Scaling test-time compute 20:09 - How reasoning models become more efficient 23:23 - Pre-training scaling and overcoming the data wall 27:03 - Multimodal data, synthetic data, and embodied AI 31:05 - Demystifying mid-training and post-training 37:21 - Does RL create new capabilities in AI? 38:53 - The challenges and frontier of scaling RL 43:09 - Is building AI models a craft or a strict science 48:21 - How AI models generalize across different domains 54:18 - How reinforcement learning cures AI hallucinations 56:04 - Negative generalization and conflicting instructions 58:05 - Can RL scale to law, medicine, and the broader economy? 1:00:19 - The evaluation bottleneck and Model as a Judge 1:04:21 - Continuous AI progress & continual learning 1:08:49 - Will foundation models eat the agent harness 1:11:23 - Why startups should focus on the last mile of AI

Why AI Progress Suddenly Feels Real - my conversation with Yann Dubois, who co-leads the Post-Training Frontiers team at OpenAI 00:00 - Intro 01:30 - Why recent AI progress feels like a step function 04:13 - Model reliability & the emotional rollercoaster of shipping GPT-5.5 07:33 - How OpenAI structures vertical and horizontal teams 09:49 - Improving model efficiency and test-time compute 12:32 - Yann's journey from Switzerland to OpenAI 15:37 - Reasoning in 2026: Real-world utility vs verifiable rewards 18:34 - GPT-5.5 Thinking vs Pro: Scaling test-time compute 20:09 - How reasoning models become more efficient 23:23 - Pre-training scaling and overcoming the data wall 27:03 - Multimodal data, synthetic data, and embodied AI 31:05 - Demystifying mid-training and post-training 37:21 - Does RL create new capabilities in AI? 38:53 - The challenges and frontier of scaling RL 43:09 - Is building AI models a craft or a strict science 48:21 - How AI models generalize across different domains 54:18 - How reinforcement learning cures AI hallucinations 56:04 - Negative generalization and conflicting instructions 58:05 - Can RL scale to law, medicine, and the broader economy? 1:00:19 - The evaluation bottleneck and Model as a Judge 1:04:21 - Continuous AI progress & continual learning 1:08:49 - Will foundation models eat the agent harness 1:11:23 - Why startups should focus on the last mile of AI

Matt Turck

101,212 views • 3 months ago

How Fun's Costco Model Is Winning The Onchain Payments Race with Alex Fine Timestamps 00:00 Intro And Recent Raise 00:38 Fintechs Going On Chain 01:27 Fun: Highest Converting On-Ramp 03:55 Three Eras Of On-Chain Payments 05:38 KYC Bad Risk Models 06:01 99% Fiat To Stablecoins 06:39 The Costco Revenue Model 07:49 $40M Deposit Must Clear 09:30 Smart Personalized Deposit Flows 23:54 AI At Fun Discussion 25:07 AI Plus Six Nines Caution 26:37 Separating Self From Company 27:30 Stress Is Probably Accurate 29:46 Agentic Payments Are Coming 31:03 AI Needs Blockchains For Money 33:36 Fintech 50 H2 Plan

How Fun's Costco Model Is Winning The Onchain Payments Race with Alex Fine Timestamps 00:00 Intro And Recent Raise 00:38 Fintechs Going On Chain 01:27 Fun: Highest Converting On-Ramp 03:55 Three Eras Of On-Chain Payments 05:38 KYC Bad Risk Models 06:01 99% Fiat To Stablecoins 06:39 The Costco Revenue Model 07:49 $40M Deposit Must Clear 09:30 Smart Personalized Deposit Flows 23:54 AI At Fun Discussion 25:07 AI Plus Six Nines Caution 26:37 Separating Self From Company 27:30 Stress Is Probably Accurate 29:46 Agentic Payments Are Coming 31:03 AI Needs Blockchains For Money 33:36 Fintech 50 H2 Plan

The Rollup

23,415 views • 3 months ago

In our latest partner podcast episode, Ben Kus, CTO of Box, sat down with Ankur Goyal, CEO of Braintrust, to explore how organizations can effectively evaluate, test, and deploy AI agents at scale. Timestamps 00:39 Ankur Goyal shares his journey from AI document processing to Braintrust 03:01 Defining evals and how they work in AI 07:03 Non-determinism and complexity in AI agents' decision-making 15:12 Advice on handling non-determinism when working with financial data in AI 17:40 Using multiple paths for validation and the importance of cross-checking results 22:12 The critical role of context in evaluating AI output accuracy 26:03 Internal evals as the cornerstone of reliable AI product development 32:16 Promoting transparency in AI evaluation with vendors 34:45 Advice for enterprises to avoid failure when deploying agentic capabilities

In our latest partner podcast episode, Ben Kus, CTO of Box, sat down with Ankur Goyal, CEO of Braintrust, to explore how organizations can effectively evaluate, test, and deploy AI agents at scale. Timestamps 00:39 Ankur Goyal shares his journey from AI document processing to Braintrust 03:01 Defining evals and how they work in AI 07:03 Non-determinism and complexity in AI agents' decision-making 15:12 Advice on handling non-determinism when working with financial data in AI 17:40 Using multiple paths for validation and the importance of cross-checking results 22:12 The critical role of context in evaluating AI output accuracy 26:03 Internal evals as the cornerstone of reliable AI product development 32:16 Promoting transparency in AI evaluation with vendors 34:45 Advice for enterprises to avoid failure when deploying agentic capabilities

Box

340,056 views • 5 months ago

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research

Here's my conversation with Demis Hassabis, CEO of Google DeepMind, all about the future of AI & AGI, simulating biology & physics, video games, programming, video generation, world models, Gemini 3, scaling laws, compute, P vs NP, complexity, energy (solar & fusion), and much more. This was a fun & fascinating super-technical conversation. It's here on X in full and is up everywhere else (see comment). Timestamps: 0:00 - Episode highlight 1:21 - Introduction 2:06 - Learnable patterns in nature 5:48 - Computation and P vs NP 14:26 - Veo 3 and understanding reality 18:50 - Video games 30:52 - AlphaEvolve 36:53 - AI research 41:17 - Simulating a biological organism 46:00 - Origin of life 52:15 - Path to AGI 1:03:01 - Scaling laws 1:06:17 - Compute 1:09:04 - Future of energy 1:13:00 - Human nature 1:17:54 - Google and the race to AGI 1:35:53 - Competition and AI talent 1:42:27 - Future of programming 1:48:53 - John von Neumann 1:58:07 - p(doom) 2:02:50 - Humanity 2:05:56 - Consciousness and quantum computation 2:12:06 - David Foster Wallace 2:19:20 - Education and research

Lex Fridman

1,456,032 views • 1 year ago