Training Data

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