Week of Nov 23-30, 2025

Ilya Returns, Robots Await Their ChatGPT Moment, and NVIDIA Trades Cheaper Than Costco

9 episodes across 9 podcasts. 8.2 hours distilled.

Top 10 Moments

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1.
Ilya Sutskever Declares the Return of the Research Era— Ilya Sutskever, Dwarkesh Podcast
21:21
2.
Flexport's AI Could Cut Global Ocean Freight Costs 8-10%— Ryan Petersen, Lightcone Podcast
0:09
3.
Sunday Robotics: Between GPT and ChatGPT Moment— Tony Zhao, No Priors: Artificial Intelligence | Technology | Startups
1:23
4.
NVIDIA's PE Is Lower Than Costco's— Rory O'Driscoll, The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
0:00
5.
The Three-Times Rule for Progressive Automation— Jason Cottrell, Agents of Scale
33:37
6.
NRC's Mandate Shift Unlocks Nuclear Renaissance— Julia DeWahl, Cheeky Pint
16:17
7.
Flexport's AI Automation Jumped from 20% to 50% in One Year— Ryan Petersen, Lightcone Podcast
18:48
8.
Enterprise AI Is Massively Overselling Current Capabilities— Jason Lemkin, The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
35:45
9.
Developers Will Spend 1% of Their Day Actually Coding— Matan Grinberg, Around the Prompt
4:59
10.
Molly Bloom's Secret: Don't Ask What They Can Do For You— Molly Bloom, All-In with Chamath, Jason, Sacks & Friedberg
11:12

By Role

Relevant moments from this week's episodes, organized by function.

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