About this episode

Jason Calacanis discusses the future of AI with founders at the forefront of AI infrastructure and software development.

This week Jason sits down with three founders at the frontier of AI infrastructure, software development, and vertical AI: Matan Grinberg, co-founder and CEO of Factory; Russ d'Sa, co-founder and CEO of LiveKit; and George Sivulka, founder and CEO of Hebbia. They break down why AI coding agents are more powerful than vibe coding, how voice became the default interface for AI, why LLMs are becoming commoditized like RAM, and what it actually takes to build a moat in 2026. Mentioned in the show: Factory: https://factory.ai LiveKit: https://livekit.io Hebbia: https://hebbia.com Cursor: https://cursor.com DeepSeek V4: https://deepseek.com SpaceX / xAI: https://x.ai Polymarket (Cursor acquisition odds): https://polymarket.com/event/will-spacex-acquire-cursor LM Arena (model benchmarks): https://lmarena.ai SWE-bench (coding benchmarks): https://swebench.com Silicon Valley HBO clip (Son of Anton): https://www.youtube.com/watch?v=m0b_D2JgZgY This Week In AI is made possible by: PayPal Open - One Platform for all Business: https/:/paypalopen.com/ Timestamps: 00:00 Intro & AGI debate: where are we really? 02:26 Meet the guests: Matan Grinberg, Russ d'Sa, George Sivulka 03:30 Factory's…

People in this episode

Host: Jason Calacanis

Guests: Matan Grinberg, Russ d'Sa, George Sivulka

Topics covered

• AI infrastructure
• software development
• vertical AI
• AI coding agents
• voice interface
• LLMs commoditization
• building a moat

Keywords

• AI
• software engineering
• voice interface
• LLMs
• Cursor acquisition
• DeepSeek V4
• Factory
• LiveKit
• Hebbia

Sponsors

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Mentioned in this episode

Organizations: Factory, LiveKit, Hebbia, Cursor, DeepSeek V4, SpaceX, xAI, Polymarket, LM Arena, SWE-bench

Books & works: Silicon Valley HBO clip

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