Aaron Levie on Why Open AI Wins

This week, we’re diving into two new reports about the OpenAI-Hugging Face hack. We discuss what’s new and how they fundamentally change our understanding of what happened. Then we’re joined by Ajeya Cotra, one of the investigators at METR, to discuss the rogue agents’ message board and chain-of-thought transcripts and how the world should respond. Guests: Ajeya Cotra, co-author of the METR and Redwood Research report on the OpenAI-Hugging Face hack. Additional Reading: Brief Independent Investigation of Agents’ Behavior, Reasoning and Collaboration in the OpenAI / Hugging Face Hacking Incident The Hugging Face Attack Surprised Me The Hugging Face Incident and the Road Ahead Nvidia Buys Hugging Face in $12.9 Billion Deal We want to hear from you. Email us at [email protected]. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-acce

World Labs co-founders Fei-Fei Li, Justin Johnson, and Ben Mildenhall join a16z General Partner Martin Casado to discuss Atlas, their latest world model, and what it reveals about the pursuit of spatial intelligence. At the center of Atlas is what the team calls “new view prediction”: given images or views of a scene, the model predicts what that environment should look like from a different position in space and time. This brings generation and 3D reconstruction into the same model, and raises a broader question about whether predicting views could become a useful primitive for understanding the physical world. They discuss the technical bets behind the model, what it can and can’t yet capture, and the importance of dynamics, editability, and simulation as world models develop. The conversation also explores applications in creative work, architecture, and robotics, where Fei-Fei argues that one of today’s biggest constraints is access to real-world training data. Resources: Follow Fe

A boy who once woke up in his own sweat during blackouts grew up to build the machine ending them. In this episode we sit down with Johannes Amo Aye, founder of Minaji Energy, to talk about the Fusion Wind Turbine: a gearless, oil free hybrid system combining wind and solar in one unit, built to run 20 to 25 years with almost no maintenance. He shares the story of a night when midwives delivered a baby using two phone torches, why 90% of the system is manufactured in Ghana, and what it means to build Africa's energy future with African engineers. In this episode: A blackout tragedy in a maternity ward and the turnaround a year laterThe engineering behind a gearless, lubricant free wind turbineThe MTED program training local youth as techniciansShortlisted for the Royal Academy of Engineering Africa PrizeThe roadmap to scaling past 100 turbines Also, don’t forget to subscribe to IE+ for premium insights and exclusive content!

Erik Torenberg is joined by a16z General Partner Alex Rampell and Affirm Co-Founder and CEO Max Levchin for a conversation on 25 years of fintech, from the early days of digital payments to the origins of Affirm and the next generation of agentic commerce. Max and Alex revisit what surprised them most about how payments evolved, why the card interface has been so difficult to displace, and why even the smallest corners of payments can become enormous markets. They also trace the early idea maze behind Affirm, from "pay with your identity" and the pajama problem to the realization that installment financing could dramatically increase merchant conversion. The conversation also gets into real versus "fake" 0% financing, what people misunderstand about Affirm today, why negative customer acquisition cost can be such a powerful business model advantage, and why Max is more bullish on agentic payments than on agents choosing what people buy. Resources: Follow Max Levchin on X: https://x.com