The Data Exchange with Ben Lorica

Ben Lorica talks with Evangelos Simoudis  about three forces reshaping AI: why recent “rogue agent” incidents may be more about permissions, identity, and governance than runaway intelligence; how the belief that AGI is near is helping sustain enormous investment in AI models and data centers despite unanswered questions about margins and ROI; and whether Chinese robotaxi companies can challenge Waymo globally by following a playbook similar to China’s rise in solar and batteries. 
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Detailed show notes and transcript, can be found on The Data Exchange web site.

Yoon Kim, President and Chief Strategy Officer of TwelveLabs, explains why understanding video takes more than bolting a language model onto a stream of frames. He walks through how TwelveLabs’ two foundation models, Marengo and Pegasus, embed and describe video content at scale, and how the company’s new agent, Jockey, orchestrates them for tasks like security investigations, sports film review, and documentary editing.
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Detailed show notes and transcript, can be found on The Data Exchange web site.

Andrew Burt, CEO and co-founder of Luminos, joins Ben Lorica to unpack Luminos’s new report, A Practical Guide to Agentic and Gen AI Risk Evals. 
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Detailed show notes and transcript, can be found on The Data Exchange web site.

Ben Lorica speaks with Denise Teng, partner at Gradient Ventures, about the real state of enterprise AI adoption, why security and data privacy still slow deployment, and why open weights may become increasingly important for regulated industries.
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Detailed show notes and transcript, can be found on The Data Exchange web site.

Ameet Talwalkar, Carnegie Mellon ML professor and Chief Scientist at Datadog, joins Ben Lorica to trace time series foundation models from skepticism to Datadog’s Toto V1 and V2. 
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Detailed show notes and transcript, can be found on The Data Exchange web site.