This week we sit down with Lin Qiao and Demi Guo on This Week in AI Episode 9. Lin is the co-founder and CEO of Fireworks AI, a frontier inference platform processing tens of trillions of tokens per day, built by seven ex-Meta engineers who created PyTorch. Demi is the co-founder and CEO of Pika, building humanized AI agents for creative work, agents you interact with like a person, not a prompt box.
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Timestamps:
00:00 Welcome & intro to Lin Qiao and Demi Guo
02:38 Lin's journey from Meta to Fireworks AI
05:13 Building PyTorch and bootstrapping AI infrastructure
06:58 Who Fireworks competes with and why enterprises need it
08:43 Activating the 95% of private data locked in enterprises
11:31 Demi's journey building Pika and the pivot to humanized agents
16:03 The best interface for creation is a human-like agent
16:42 The AI layoff trap — a prisoner's dilemma for firms
19:00 Cambrian explosion of startups and the hobbyist-to-inventor pipeline
22:07 Flattening organizations and the death of middle management
28:03 Taste, judgment, and why "slop" is the real risk
31:22 Why agents drift and the case for constant iteration
33:40 Rethinking agents: not tools, but children you raise
39:36 How close are open-source models to frontier?
43:20 Token usage and the economics of running agents
46:15 Toys becoming tools — the hobbyist signal
48:59 Public perception of AI: America vs. China vs. Silicon Valley
53:04 Agents as self-expression and identity creation
57:06 The expert vs. public perception gap on AI's impact
63:17 Meta's Muse model and the open-source debate
68:26 Data drought, synthetic data, and the next architecture leap
72:06 Hiring at Fireworks AI and Pika
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Links Mentioned on the Show:
Fireworks AI: https://fireworks.ai/
Pika: https://pika.art/
PyTorch: https://pytorch.org/
"The AI Layoff Trap" paper (UPenn & Boston University): https://arxiv.org/abs/2603.20617
Fortune: CFOs say AI cuts will be 9x bigger than reported: https://fortune.com/2026/03/24/cfo-survey-ai-job-cuts-productivity-paradox-2026/
HBR: Companies firing based on AI potential, not performance: https://hbr.org/2026/01/companies-are-laying-off-workers-because-of-ais-potential-not-its-performance
New Yorker profile on Sam Altman (Ronan Farrow): https://techcrunch.com/2026/04/11/sam-altman-responds-to-incendiary-new-yorker-article-after-attack-on-his-home/
Sam Altman home attack: https://www.cnbc.com/2026/04/10/sam-altman-house-hit-with-molotov-cocktail-openai-office-threatened.html
Block layoffs — Jack Dorsey cites AI: https://fortune.com/2026/02/27/block-jack-dorsey-ceo-xyz-stock-square-4000-ai-layoffs/
Pew Research — AI experts vs. public perception: https://www.pewresearch.org/internet/2025/04/03/how-the-us-public-and-ai-experts-view-artificial-intelligence/
Meta Muse Spark announcement: https://ai.meta.com/blog/introducing-muse-spark-msl/
DeepSeek V3: https://github.com/deepseek-ai/DeepSeek-V3
Bubble Pal AI toy (Shenzhen): https://www.prnewswire.com/news-releases/hugging-every-fun-thought-haivivi-unveils-the-worlds-first-aigc-toy-bubblepal-302209714.html
Cursor (Composer): https://cursor.sh/
NVIDIA Nemotron: https://developer.nvidia.com/nemotron
Qwen (Alibaba): https://qwenlm.github.io/
Mistral AI: https://mistral.ai/
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