Making the Case for the Terminal as AI's Workbench: Warp’s Zach Lloyd

Jason Kelly founded Ginkgo Bioworks in 2008 with a simple but radical idea: DNA is code, and cells are programmable. Sixteen years later, AI is finally making that vision real in ways that could reshape science itself. Jason describes a landmark collaboration with OpenAI in which a reasoning model with access to a robotic lab beat the state of the art in biochemistry by 40% - not by being smarter than scientists, but by running experiments 24 hours a day and sharing data across a hundred parallel hypotheses simultaneously. He argues that the biggest inefficiency in science isn't intelligence, it's manual labor. Once AI helps scale research, the cost of discovery collapses and breakthroughs follow, with profound implications for biopharma, national competitiveness, and human health. Hosted by Sonya Huang and Pat Grady, Sequoia Capital

Philip Johnston, founder and CEO of Starcloud, explains why space will become the primary location for AI compute infrastructure within the next decade. After witnessing SpaceX's massive manufacturing scale at Starbase, Philip realized that declining launch costs would make space-based data centers cheaper than terrestrial ones. He breaks down the physics of heat dissipation in vacuum, the economics of solar power without atmosphere, and why the marginal cost of space infrastructure decreases while Earth-based costs increase. Philip previews a future where close to a trillion dollars per year in CapEx flows to space compute. And, yes, we get his take on aliens. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital.

Nominal’s cofounders (Cameron McCord, Jason Hoch and Bryce Strauss) realized that the new age of reindustrialization requires a new approach to hardware engineering and testing that’s closer to how software is developed. They founded Nominal with the insight that while SpaceX, Tesla, and Anduril built proprietary internal platforms for hardware testing, the thousands of new hardware entrants can't afford to replicate that work. Nominal serves as the system of record for hardware testing, helping companies move from PDF-based workflows to modern data infrastructure that catalogs telemetry from sensors producing millions of data points per second. The platform enables engineers to author validation logic that follows hardware systems from initial testing through manufacturing and field deployment. We discuss their belief that all hardware companies will become physical AI companies, and why they think Nominal's role as the verification layer will be critical - because unlike a video game, physical products require rigorous validation before they enter the real world. Hosted by: Alfred Lin and Sonya Huang, Sequoia Capital

Will Brown and Johannes Hagemann of Prime Intellect discuss the shift from static prompting to "environment-based" AI development, and their Environments Hub, a platform designed to democratize frontier-level training. The conversation highlights a major shift: AI progress is moving toward Recursive Language Models that manage their own context and agentic RL that scales through trial and error. Will and Johannes describe their vision for the future in which every company will become an AI research lab. By leveraging institutional knowledge as training data, businesses can build models with decades of experience that far outperform generic, off-the-shelf systems.Hosted by Sonya Huang, Sequoia Capital

Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces traditional BPOs in insurance, handling everything from email triage to claims processing with 50-75% cost savings. Drawing on his experience at Retool, Jamie emphasizes the importance of "closing the distance" with customers through forward-deployed engineering and being "the rock" that clients can rely on. He shares how focusing on top-tier insurance carriers and maintaining exceptionally high standards is enabling Pace to capture a meaningful share of the $400 billion BPO market while building a durable business model - at AI-native velocity. Hosted by Lauren Reeder and Pat Grady, Sequoia Capital

Zach Lloyd built Warp to modernize the terminal for professional developers, but the rise of coding agents transformed his company's trajectory. He discusses the convergence of IDEs and terminals into new workbenches built for prompting and agent orchestration, and why he thinks "coding will be solved" within a few years, making human expression of intent the ultimate bottleneck. Zach explains how Warp competes against subsidized tools from Anthropic and OpenAI, and why the terminal's time-based, text-oriented format makes it perfect for managing swarms of cloud agents. Hosted by Sonya Huang, Sequoia Capital

Harrison Chase, cofounder of LangChain and pioneer of AI agent frameworks, discusses the emergence of long-horizon agents that can work autonomously for extended periods. Harrison breaks down the evolution from early scaffolding approaches to today's harness-based architectures, explaining why context engineering - not just better models - has become fundamental to agent development. He shares insights on why coding agents are leading the way, the role of file systems in agent workflows, and how building agents differs from traditional software development - from the importance of traces as the new source of truth to memory systems that enable agents to improve themselves over time. Hosted by Sonya Huang and Pat Grady

Anna Goldie and Azalia Mirhoseini created AlphaChip at Google, using AI to design four generations of TPUs and reducing chip floor planning from months to hours. They explain how chip design has become the critical bottleneck for AI progress -- a process that typically takes years and costs hundreds of millions of dollars. Now at Ricursive Intelligence, they're enabling an evolution of the industry from “fabless” to "designless," where any company can create custom silicon with Ricursive Intelligence. Their vision: recursive self-improvement where AI designs more powerful chips, and faster, accelerating AI itself. Hosted by Stephanie Zhan and Sonya Huang

Physical Intelligence’s Karol Hausman and Tobi Springenberg believe that robotics has been held back not by hardware limitations, but by an intelligence bottleneck that foundation models can solve. Their end-to-end learning approach combines vision, language, and action into models like π0 and π*0.6, enabling robots to learn generalizable behaviors rather than task-specific programs. The team prioritizes real-world deployment and uses RL from experience to push beyond what imitation learning alone can achieve. Their philosophy—that a single general-purpose model can handle diverse physical tasks across different robot embodiments—represents a fundamental shift in how we think about building intelligent machines for the physical world. Hosted by Alfred Lin and Sonya Huang, Sequoia Capital

Sanjit Biswas is one of the rare founders who has scaled AI in the physical world – first with Meraki, and now with Samsara, a $20B+ public company with sensors deployed across millions of vehicles and job sites. Capturing 90 billion miles of driving data each year, Samsara operates at a scale matched only by a small handful of companies. Sanjit discusses why physical AI is fundamentally different from cloud-based AI, from running inference on two- to ten-watt edge devices to managing the messy diversity of real-world data—weather, road conditions, and the long tail of human behavior. He also shares how advances in foundation models unlock new capabilities like video reasoning, why distributed compute at the edge still beats centralized data centers for many autonomy workloads, and how AI is beginning to coach frontline workers—not just detect risk, but recognize good driving and improve fuel efficiency. Sanjit also explains why connectivity, sensors, and compute were the original “why now” for Samsara, and how those compounding curves will reshape logistics, field service, construction, and every asset-heavy industry. Hosted by Sonya Huang and Pat Grady, Sequoia Capital