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19:25ENAI News in September 2024: Advanced Voice, Llama 3.2 and OrionMatthew Berman · Forward FutureMatthew Berman tests ChatGPT voice and reviews Meta’s models and AR prototype alongside a week of AI industry announcements.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkModeration: Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
1:08:33ENEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessGast: Eric Vishria · Moderation: Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
13:34ENSam Altman’s “Intelligence Age”: Superintelligence, Scaling and WorkMatthew Berman · Forward FutureMatthew Berman reads Altman’s 2024 essay and discusses its predictions for AI assistants, education, infrastructure and jobs.
26:28ENAPI prices fell 200x. The LLM table still is not set.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.
1:44:29ENDiscussing TIME’s 2024 AI 100: Leaders, Researchers and OmissionsMatthew Berman, Alex, Melissa · Forward FutureMatthew Berman, Alex and Melissa review TIME’s list, debate its choices and answer viewers’ questions about AI tools and the industry.
1:27:02ZH广密:Self-play RL 可能开启 AGI 的新 Scaling LawGast: 广密 · Moderation: 张小珺广密认为,纯靠语言预训练扩展模型的边际收益可能正在减弱,self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域,将决定下一阶段的 AGI 竞赛。
1:23:57ENA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RaceModeration: Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadModeration: Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
15:42ENStrawberry and Orion: What Was Reported About OpenAI’s Next Models in 2024Matthew Berman · Forward FutureMatthew Berman examines reports about a reasoning project, synthetic data and a future flagship model. Later releases clarify some of the story, while many original claims remain attributed to unnamed sources.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentGast: Imran Khan · Moderation: Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:40:13ENIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Moderation: Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.
0:54ENEric Schmidt on AI Agents and Google's Competitive PositionMatthew Berman, Eric Schmidt · Forward FutureA short 2024 Stanford interview excerpt pairs a forecast about AI agents with a disputed explanation for Google's AI position.
49:41ZH傅盛:大模型是生产力革命,机器人迎来新的窗口Gast: 傅盛 · Moderation: 张小珺傅盛认为,大模型的核心是逻辑与推理能力,它带来的变化更像蒸汽机,而不是一次普通的互联网迭代。从平民化模型、服务机器人到创业者如何面对低谷,他也回看了自己的判断与心境。
2:04:15ENA parrot cannot paraphrase — and Claude cannot be talked into harmModeration: Nathan LabenzRobert Wright of the Nonzero podcast interviews Nathan Labenz on whether large language models understand anything, what Anthropic’s 10 million features actually show, and why open weights collide with U.S.–China policy.
1:09:06ENEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIGast: Ethan Mollick · Moderation: Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
42:08ENMeta Trained a 405B Teacher on 16,000 GPUs — Then Told the World to Distill ItTwo days after Llama 3.1 405B shipped, Meta's generative-AI product lead walks Sequoia through why the most expensive model in the family is free, and why he thinks the frontier itself is heading toward commodity.
1:32:45ENHe doubled a company with AI — then asked the labs to pause hyperscalingModeration: Nathan LabenzOn the Nick Halaris Show, Cognitive Revolution host Nathan Labenz argues for adopting today's models fast and slowing the race to systems more powerful than we are.
44:08ENMark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGast: Jason Lemkin · Moderation: Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
0:58ENMeta Releases Llama 3.1 and Its 405B ModelMatthew Berman · Forward FutureMatthew Berman argues that Meta's open-weight Llama 3.1 puts pressure on proprietary AI providers, while its license and deployment costs add important qualifications.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
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