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AI Podcasts

December 30, 2025

[State of RL/Reasoning] IMO/IOI Gold, OpenAI o3/GPT-5, and Cursor Composer — Ashvin Nair, Cursor

Latent Space

AI
Key Takeaways:
  1. The transition from internet-scale imitation to environment-scale RL.
  2. Build products that capture the full context of a professional's workflow to make them RL-ready.
  3. Intelligence is no longer the bottleneck. The winner will be whoever builds the best hard drive for professional context.
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December 31, 2025

[State of Post-Training] From GPT-4.1 to 5.1: RLVR, Agent & Token Efficiency — Josh McGrath, OpenAI

Latent Space

AI
Key Takeaways:
  1. The Macro Pivot: Intelligence is moving from a scarce resource to a commodity where the primary differentiator is the cost per task rather than raw model size.
  2. The Tactical Edge: Prioritize building on models that demonstrate high token efficiency to ensure your agentic workflows remain profitable as complexity grows.
  3. The Bottom Line: The next year will be defined by the systems vs. models tension. Success belongs to those who can engineer the environment as effectively as the algorithm.
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December 31, 2025

[State of Evals] LMArena's $100M Vision — Anastasios Angelopoulos, LMArena

Latent Space

AI
Key Takeaways:
  1. The transition from static benchmarks to "Vibe-as-a-Service" means model labs must optimize for human delight rather than just loss curves.
  2. Use Arena’s open-source data releases to fine-tune models on real-world prompt distributions.
  3. In a world of synthetic data and benchmark saturation, human preference is the only remaining scarce resource for validating frontier capabilities.
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December 31, 2025

[State of Context Engineering] Agentic RAG, Context Rot, MCP, Subagents — Nina Lopatina, Contextual

Latent Space

AI
Key Takeaways:
  1. The transition from Model-Centric to Context-Centric AI. As base models commoditize, the value moves to the proprietary data retrieval and prompt optimization layers.
  2. Implement an instruction-following re-ranker. Use small models to filter retrieval results before they hit the main context window to maintain high precision.
  3. Context is the new moat. Your ability to coordinate sub-agents and manage context rot will determine your product's reliability over the next year.
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December 31, 2025

[NeurIPS Best Paper] 1000 Layer Networks for Self-Supervised RL — Kevin Wang et al, Princeton

Latent Space

AI
Key Takeaways:
  1. The convergence of RL and self-supervised learning. As the boundary between "learning to see" and "learning to act" blurs, the winning agents will be those that treat the world as a giant classification problem.
  2. Prioritize depth over width. When building action-oriented models, increase layer count while maintaining residual paths to maximize intelligence per parameter.
  3. The "Scaling Laws" have arrived for RL. Expect a new class of robotics and agents that learn from raw interaction data rather than human-crafted reward functions.
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December 31, 2025

[State of AI Papers 2025] Fixing Research with Social Signals, OCR & Implementation — Team AlphaXiv

Latent Space

AI
Key Takeaways:
  1. The Age of Scaling is hitting a wall, leading to a migration toward reasoning and recursive models like TRM that win on efficiency.
  2. Filter your research feed by implementation ease rather than just citation count to accelerate your development cycle.
  3. In a world of AI-generated paper slop, the ability to quickly spin up a sandbox and verify code is the only sustainable competitive advantage for AI labs.
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December 31, 2025

[State of MechInterp] SAEs in Production, Circuit Tracing, AI4Science, "Pragmatic" Interp — Goodfire

Latent Space

AI
Key Takeaways:
  1. The transition from Black Box to Glass Box AI. Trust is the next moat, and interpretability is the tool to build it.
  2. Use feature probing for high-stakes monitoring. It is more effective and cheaper than using LLMs as judges for tasks like PII scrubbing.
  3. Understanding model internals is no longer just a safety research project. It is a production requirement for any builder deploying AI in regulated or high-stakes environments over the next 12 months.
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December 31, 2025

[State of Code Evals] After SWE-bench, Code Clash & SOTA Coding Benchmarks recap — John Yang

Latent Space

AI
Key Takeaways:
  1. The transition from completion to agency means benchmarks are moving from static snapshots to active environments.
  2. Integrate unsolvable test cases into internal evaluations to measure model honesty.
  3. Success in AI coding depends on navigating the messy, interactive reality of production codebases rather than chasing high scores on memorized puzzles.
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December 31, 2025

[State of Research Funding] Beyond NSF, Slingshots, Open Frontiers — Andy Konwinski, Laude Institute

Latent Space

AI
Key Takeaways:
  1. The center of gravity in AI is moving from closed-door pre-training to open-source compound systems that prioritize context management.
  2. Identify research teams with long histories of collaboration and fund them before they incorporate to capture the highest upside.
  3. Open research is the only way to maintain a democratic and competitive AI ecosystem against both closed labs and international rivals.
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Crypto Podcasts

December 26, 2025

2025 Crypto Year in Review, Part 1: Shit Talking Edition

Unchained

Crypto
Key Takeaways:
  1. The industry is moving from speculative points to protocol revenue.
  2. Monitor L2 sequencer revenue models.
  3. 2025 is the year crypto stopped pretending and started building businesses.
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December 26, 2025

Our 2026 Crypto Predictions

Empire

Crypto
Key Takeaways:
  1. The AI capex cycle is the new North Star for crypto liquidity. If next-gen chips underdeliver, the risk-off contagion will hit crypto first.
  2. Accumulate blue-chip DeFi protocols like Aave or Morpho. These middlemen are better positioned to capture fintech integration than speculative L1s.
  3. 2026 is the year crypto stops selling potential and starts selling efficiency. Survival depends on being close to the customer.
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December 26, 2025

How To Fix Crypto's Token Dilemma

Lightspeed

Crypto
Key Takeaways:
  1. The Macro Trend: The transition from passive liquidity to proactive, infrastructure-integrated market making.
  2. The Tactical Edge: Prioritize protocols that control the issuance layer rather than those just providing a venue for existing assets.
  3. The Bottom Line: Liquidity is a commodity, but distribution and issuance are the only durable moats in a high-speed SVM environment.
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December 26, 2025

Where Solana is Better Than Bitcoin & Ethereum

The DCo Podcast

Crypto
Key Takeaways:
  1. The transition from "Store of Value" to "Medium of Utility." As networks mature, the market will value throughput and censorship resistance over simple supply caps.
  2. Allocate capital toward ecosystems with the highest developer activity and transaction density. Focus on chains building hardware-level censorship resistance rather than those just tweaking economic parameters.
  3. The next three years will prove that the most useful tool wins the money war. If Solana achieves its roadmap, its asset becomes the default unit of account for the digital economy.
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December 24, 2025

12 Big Crypto Predictions for 2026

Bankless

Crypto
Key Takeaways:
  1. The movement from "Crypto as an Asset" to "Crypto as Infrastructure" where public ledgers settle everything from payroll to global equities.
  2. Prioritize protocols with explicit fee-sharing or buy-and-burn mechanisms that capture on-chain revenue as value moves to the application layer.
  3. 2026 is the year the "DeFi Mullet" (Fintech in the front, DeFi in the back) becomes the standard operating procedure for the global economy.
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December 24, 2025

Why This Isn’t A Bubble & Early 2026 Looks Like Goldilocks | Warren Pies

Forward Guidance

Crypto
Key Takeaways:
  1. The migration from cyclical to software-driven earnings creates a higher floor for valuations that traditional bears ignore.
  2. Accumulate industrial and precious metals before the market prices in the late 2026 overheating phase.
  3. The path to S&P 8,000 is paved with high margins and a Fed that cannot afford to stop easing.
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