Episodios

  • What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace

    What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace
    Feb 3 2026
    Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces traditional BPOs in insurance, handling everything from email triage to claims processing with 50-75% cost savings. Drawing on his experience at Retool, Jamie emphasizes the importance of "closing the distance" with customers through forward-deployed engineering and being "the rock" that clients can rely on. He shares how focusing on top-tier insurance carriers and maintaining exceptionally high standards is enabling Pace to capture a meaningful share of the $400 billion BPO market while building a durable business model - at AI-native velocity. Hosted by Lauren Reeder and Pat Grady, Sequoia Capital
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    52 m
  • Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd

    Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd
    Jan 27 2026
    Zach Lloyd built Warp to modernize the terminal for professional developers, but the rise of coding agents transformed his company's trajectory. He discusses the convergence of IDEs and terminals into new workbenches built for prompting and agent orchestration, and why he thinks "coding will be solved" within a few years, making human expression of intent the ultimate bottleneck. Zach explains how Warp competes against subsidized tools from Anthropic and OpenAI, and why the terminal's time-based, text-oriented format makes it perfect for managing swarms of cloud agents. Hosted by Sonya Huang, Sequoia Capital
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    48 m
  • Context Engineering Our Way to Long-Horizon Agents: LangChain’s Harrison Chase

    Context Engineering Our Way to Long-Horizon Agents: LangChain’s Harrison Chase
    Jan 21 2026
    Harrison Chase, cofounder of LangChain and pioneer of AI agent frameworks, discusses the emergence of long-horizon agents that can work autonomously for extended periods. Harrison breaks down the evolution from early scaffolding approaches to today's harness-based architectures, explaining why context engineering - not just better models - has become fundamental to agent development. He shares insights on why coding agents are leading the way, the role of file systems in agent workflows, and how building agents differs from traditional software development - from the importance of traces as the new source of truth to memory systems that enable agents to improve themselves over time. Hosted by Sonya Huang and Pat Grady
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    40 m
  • How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design

    How Ricursive Intelligence’s Founders are Using AI to Shape The Future of Chip Design
    Jan 14 2026
    Anna Goldie and Azalia Mirhoseini created AlphaChip at Google, using AI to design four generations of TPUs and reducing chip floor planning from months to hours. They explain how chip design has become the critical bottleneck for AI progress -- a process that typically takes years and costs hundreds of millions of dollars. Now at Ricursive Intelligence, they're enabling an evolution of the industry from “fabless” to "designless," where any company can create custom silicon with Ricursive Intelligence. Their vision: recursive self-improvement where AI designs more powerful chips, and faster, accelerating AI itself. Hosted by Stephanie Zhan and Sonya Huang
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    37 m
  • Training General Robots for Any Task: Physical Intelligence’s Karol Hausman and Tobi Springenberg

    Training General Robots for Any Task: Physical Intelligence’s Karol Hausman and Tobi Springenberg
    Jan 6 2026
    Physical Intelligence’s Karol Hausman and Tobi Springenberg believe that robotics has been held back not by hardware limitations, but by an intelligence bottleneck that foundation models can solve. Their end-to-end learning approach combines vision, language, and action into models like π0 and π*0.6, enabling robots to learn generalizable behaviors rather than task-specific programs. The team prioritizes real-world deployment and uses RL from experience to push beyond what imitation learning alone can achieve. Their philosophy—that a single general-purpose model can handle diverse physical tasks across different robot embodiments—represents a fundamental shift in how we think about building intelligent machines for the physical world. Hosted by Alfred Lin and Sonya Huang, Sequoia Capital
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    1 h y 2 m
  • Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas

    Why the Next AI Revolution Will Happen Off-Screen: Samsara CEO Sanjit Biswas
    Dec 16 2025
    Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also shares how advances in foundation models unlock new capabilities like video reasoning, why distributed compute at the edge still beats centralized data centers for many autonomy workloads, and how AI is beginning to coach frontline workers—not just detect risk, but recognize good driving and improve fuel efficiency. Sanjit also explains why connectivity, sensors, and compute were the original “why now” for Samsara, and how those compounding curves will reshape logistics, field service, construction, and every asset-heavy industry. Hosted by Sonya Huang and Pat Grady, Sequoia Capital
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    38 m
  • The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed

    The Rise of Generative Media: fal's Bet on Video, Infrastructure, and Speed
    Dec 10 2025
    fal is building the infrastructure layer for the generative media boom. In this episode, founders Gorkem Yurtseven, Burkay Gur, and Head of Engineering Batuhan Taskaya explain why video models present a completely different optimization problem than LLMs, one that is compute-bound, architecturally volatile, and changing every 30 days. They discuss how fal's tracing compiler, custom kernels, and globally distributed GPU fleet enable them to run more than 600 image and video models simultaneously, often faster than the labs that trained them. The team also shares what they’re seeing from the demand side: AI-native studios, personalized education, programmatic advertising, and early engagement from Hollywood. They argue that generative video is following a trajectory similar to early CGI—initial skepticism giving way to a new medium with its own workflows, aesthetics, and economic models.Hosted by Sonya Huang, Sequoia Capital
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    1 h y 2 m
  • Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo

    Why IDEs Won't Die in the Age of AI Coding: Zed Founder Nathan Sobo
    Dec 2 2025
    Nathan Sobo has spent nearly two decades pursuing one goal: building an IDE that combines the power of full-featured tools like JetBrains with the responsiveness of lightweight editors like Vim. After hitting the performance ceiling with web-based Atom, he founded Zed and rebuilt from scratch in Rust with GPU-accelerated rendering. Now with 170,000 active developers, Zed is positioned at the intersection of human and AI collaboration. Nathan discusses the Agent Client Protocol that makes Zed "Switzerland" for different AI coding agents, and his vision for fine-grained edit tracking that enables permanent, contextual conversations anchored directly to code—a collaborative layer that asynchronous git-based workflows can't provide. Nathan argues that despite terminal-based AI coding tools visual interfaces for code aren't going anywhere, and that source code is a language designed for humans to read, not just machines to execute. Hosted by Sonya Huang and Pat Grady, Sequoia Capital
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    40 m