The Light Cone

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At a Glance

The Light Cone covering AI Agents, Go-to-Market Strategy, AI Startups, and Foundation Models. Notable guests include Kuang Wong (Co-founder, Physical Intelligence), Ian Fisher (Co-founder and Co-CEO, Poetic), and Mukund and Madhav Jar (Founders, Emergent). Episodes span from Oct 2025 to Apr 2026.

6 episodes148 total claims12 topics covered

6 episodes

Robots Are Finally Starting to Work

Apr 16, 2026

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Physical Intelligence (PI) is building a single, generalist AI foundation model to control any robot for any task, aiming to create the 'GPT-1 moment' for robotics. Their core technical insight is ...

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RoboticsArtificial IntelligenceFoundation ModelsGeneralist AI+12 more

AI Is Unlocking Millions Of New Builders

Mar 16, 2026

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Emergent is a YC S24 company whose AI agent platform has seen explosive growth, with 7 million applications built in its first eight months, primarily by non-technical users. The platform enables d...

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AI AgentsSoftware DevelopmentNo-CodeLow-Code+11 more

The Powerful Alternative To Fine-Tuning

Feb 27, 2026

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Poetic is a startup developing 'recursively self-improving AI reasoning harnesses' that sit on top of existing foundation models to dramatically boost performance on complex tasks. Their core value...

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Recursive Self-ImprovementAI AgentsLarge Language Models (LLMs)AI Reasoning+11 more

The AI Agent Economy Is Here

Feb 21, 2026

Billion-Dollar Unpopular Startup Ideas

Oct 17, 2025

The 7 Most Powerful Moats For AI Startups

Oct 3, 2025

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The Light Cone

At a Glance

6 episodes

Top Topics