Cursor's $60B Deal, DeepSeek V4 & the Death of the AI Moat | This Week in AI E11

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About this episode

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…