The MAD Podcast with Matt Turck

State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?), with Nathan Benaich

8.9K views · 1d ago · 1:08:23

Guest: Nathan Benaich

Matt Turck (General Partner) Blog FirstMark Capital Apple

Topics: Why Nathan Benaich predicts AGI in 2027 · AI building AI: Claude leads 26% of Anthropic’s research · Research taste: can AI pick the right problem? · Doomerism is back, but cyber risk beats extinction · Prediction: a frontier model’s weights get stolen · How OpenAI’s agents ended up attacking Hugging Face

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1:19:11

Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model

5.5K views · 1w ago · 1:19:11

Guest: Mistral Is SO Back

Mistral AI is back in the frontier AI race. Mistral Large 4, nicknamed “Le Chonk,” is a 1-trillion-parameter open-weight model, trained in two months on 3,800 GPUs in Mistral’s own European datacenters — and independently rated the best open model outside China alongside Meta’s Muse Spark Open. After a year when open-weight AI meant DeepSeek, Kimi, Qwen and GLM, October brought a wave of Western open models, with Mistral at the front of it.

Topics: The Western open-weight comeback: Beam, Le Chonk, Muse, Nemotron · The US shutdown of Anthropic’s models — “AI is like electricity” · Why “Le Chonk” · “Mistral fell behind”: the comeback from the inside · Training on 3,800 GPUs in Mistral’s own datacenters · Meta keeps its best model closed, Mistral opens Chonk

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1:08:04

Jev’s Creator: “We Could Have Had AGI Last Year” (Diogo Almeida, TypeSafe)

7.5K views · 2w ago · 1:08:04

Guest: Jev’s Creator

We also cover the copycats and why he thinks they missed the hard part, why benchmarks are useless, whether Jev will go open source, the Jevons paradox business model behind the name, why he doesn’t believe AI is on the path to recursive self-improvement, and why he thinks the AI winter he feared has been averted.

Topics: Jev’s breakout launch: why intelligence per dollar matters · Why TypeSafe built in stealth for two years · “We could have had AGI last year” · Why the product carries the marketing · What is Jev? Machine-native AI, built for software · System One vs. System Two: the limits of reasoning

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1:16:54

Andy Pavlo: What Happens When Billions of AI Agents Hit Your Database

14K views · 3w ago · 1:16:54

Guest: Andy Pavlo

AI agents are becoming the biggest users of databases: creating them, querying them, and sometimes deleting them. Andy Pavlo, Carnegie Mellon's database professor and now VP of Database Research at ClickHouse, explains what changes when billions of agents hit the data layer, and why most of the AI world's mental model of databases stopped at vector databases and RAG.

Topics: From vector databases and RAG to the age of agents · Neon's stat: agents create 80% of databases? · Why agents keep deleting production databases · Guardrails: the toddler-and-stairs rule · The four eras of database volume: 10–100x more queries · Agent memory: files vs. databases ("everything is a database")

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Episodes

State of AI 2026: The Biggest Stories of the Year (and AGI in 2027?), with Nathan Benaich

Mistral Is SO Back: Inside Le Chonk, the West’s Biggest Open Model

Jev’s Creator: “We Could Have Had AGI Last Year” (Diogo Almeida, TypeSafe)

Andy Pavlo: What Happens When Billions of AI Agents Hit Your Database

More Artificial Intelligence podcasts