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Formation Bio co-founder and CEO Benjamin Liu breaks down the company's new $600M fund to license stalled drug candidates and run them through clinical trials with AI. He argues that AI drug discovery is creating massive abundance, while clinical development remains the true bottleneck for saving h…
Databricks VP and Neon co-founder Nikita Shamgunov explains why cloud hyperscalers offer the wrong primitives for AI agents and how Lakebase solves database state at scale. He breaks down separating compute from storage, the shift to AI software factories, and why competitors like Microsoft are cop…
Secure AI Project co-founder Nick Beckstead breaks down the push for frontier AI safety laws, arguing why government limits on training run compute are necessary to prevent catastrophic loss of control. He evaluates regulatory gaps exposed by the Hugging Face incident, California's executive order …
Mistral research scientist Sagar Vaze breaks down the open-weight release of Mistral Large 4, a 1-trillion parameter multimodal model trained on 1E25 FLOPS. He explains how on-policy distillation delivers extreme token efficiency, why enterprise fine-tuning beats massive closed models, and how open…
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