The Superintelligence Podcast

Kim Isenberg & Peter Thum

The people building the AI future — unfiltered. We sit down regularly to talk with founders, researchers, and operators actually doing it. No hype. Real conversations about what’s working, what’s breaking, and what’s coming next. From frontier labs to startups. This is Superintelligence. 

Episodes

  1. 3 days ago

    Can Cloudflare Make AI Companies Pay Creators? — Stephanie Cohen

    AI companies increasingly crawl and use content from the open web, while creators and publishers often receive neither meaningful traffic nor compensation in return. In this episode, Kim Isenberg speaks with Stephanie Cohen, Chief Strategy Officer at Cloudflare, about the company’s plan to reshape that relationship. They discuss why Cloudflare is giving website owners greater control over AI bots, the shift from Pay Per Crawl to Pay Per Use, and whether major AI companies are genuinely prepared to pay for the content their systems use. The conversation also explores Cloudflare’s new rules for distinguishing between search, training, and AI-agent traffic, the difficult relationship between Google Search and AI answers, and whether independent creators and small publishers can realistically benefit from this emerging market. Finally, Stephanie addresses the bigger questions: Should Cloudflare have the power to determine which bots can access the web? What happens if AI answers continue replacing clicks? And can the open web survive without a new economic model for original content? Topics include: How AI crawlers use online contentPay Per Crawl versus Pay Per UseGetting creators and publishers compensatedCloudflare’s new AI-bot controlsSearch, training, and agent trafficGoogle’s role in the changing web economyThe future of independent publishingWhether the open web can survive the AI transition

  2. 28 Apr

    Beyond LLMs: How Large Quantitative Models Are Curing Diseases and Reinventing Materials

    LLMs predict the next word. LQMs predict the physical world. In this episode, Kim sits down with Nadia Harhen, General Manager of AI Simulation at SandboxAQ — a company that spun out of Google's Moonshot Factory, raised over $950 million, and counts NVIDIA and Google among its investors. Nadia explains what Large Quantitative Models (LQMs) are, how they differ from the LLMs we all know, and why they could be the key to inventing new drugs, designing next-generation batteries, and tackling problems like rare genetic diseases and environmental waste. We talk about her journey from bench scientist at Johnson & Johnson to clearing cutting-edge AI medical devices to leading one of the most ambitious AI simulation teams in the world. We discuss SandboxAQ's work with Aramco on turning waste into valuable materials, why no AI-designed drug has passed Phase II clinical trials yet, and what breakthroughs she expects in the next five years. If you think AI is just about chatbots and text generation, this episode will change your mind. Topics covered: — What are Large Quantitative Models (LQMs) and how do they work? — LQMs vs. LLMs: Why language models can't invent new drugs — SandboxAQ's origin inside Google's Moonshot Factory — Drug discovery, battery chemistry, and catalysis breakthroughs — The case for rare genetic diseases — Why NVIDIA and Google are betting big on this technology Guest: Nadia Harhen — GM of AI Simulation, SandboxAQ Previously: Google, Johnson & Johnson | Harvard Medical School

About

The people building the AI future — unfiltered. We sit down regularly to talk with founders, researchers, and operators actually doing it. No hype. Real conversations about what’s working, what’s breaking, and what’s coming next. From frontier labs to startups. This is Superintelligence. 

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