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1:03:08ZH朱啸虎:DeepSeek 如何改变我对 AI 的判断Gast: 朱啸虎 · Moderation: 张小珺2025 年初,投资人回顾对开放模型、应用创业和人工智能的看法。
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGast: Max Levchin · Moderation: Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
2:16:17ENA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourModeration: Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
10:01ENDeepSeek R1 Code Optimization and a $3 Visual Counting ExperimentMatthew Berman · Forward FutureMatthew Berman examines a human-guided coding improvement and a small reinforcement-learning experiment, then considers their implications for AI research.
54:47ENNinety Thousand Games a Day: Roblox's Bet That AI Should Wash the DishesStef Corazza, head of generative AI at Roblox, tells Sequoia how a free Studio assistant, a community data bargain, and a 3D foundation model are meant to teach AI game development.
13:04ENDeep Research, AI Takeoff and the Limits of Early ReactionsMatthew Berman, Sam Altman · Forward FutureMatthew Berman surveys February 2025 reactions to OpenAI’s research agent and argues that reasoning and tools could accelerate AI progress.
2:49:35ZH潘嘉怡解读 R1、o1 与 Kimi K1.5:强化学习如何教模型学会推理Gast: 潘嘉怡 · Moderation: 张小珺伯克利博士生潘嘉怡带读 DeepSeek、OpenAI 与 Kimi 的推理模型报告,拆解长思维链、GRPO、奖励设计与蒸馏。R1-Zero 的“顿悟时刻”展示了推理策略如何在强化学习中涌现。
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIGast: Nabeel Hyatt · Moderation: Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
12:07ENTinyZero: A $30 Reinforcement-Learning Experiment on a Small Arithmetic TaskMatthew Berman · Forward FutureMatthew Berman explains how a pretrained Qwen model learned to search and check answers in Countdown, and why the experiment does not recreate DeepSeek-R1.
5:06:18ENDeepSeek's $5 million training claim and the five-year bet on computeModeration: Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
9:58ENMatthew Berman Tests o3-mini on Games, Puzzles and Web SearchMatthew Berman · Forward FutureA 2025 hands-on test finds working game prototypes and several successful answers alongside a delayed Tetris row, an ambiguous puzzle and a search configuration mistake.
6:44ENTesting DeepSeek Janus-Pro for Image Understanding and GenerationMatthew Berman · Forward FutureMatthew Berman tries the 7B multimodal model on diagrams, memes and image prompts using a sponsored cloud GPU demonstration.
24:22ENDario Amodei on DeepSeek, AI Costs and Chip Export ControlsMatthew Berman, Jonathan Ross, David Sacks · Forward FutureMatthew Berman examines the Anthropic CEO’s 2025 essay, the limited evidence behind distillation allegations and the economics of model training.
57:31ENTS Anil on Monzo’s Turnaround, Product Strategy and Global AmbitionsGast: TS Anil · Moderation: Harry StebbingsThe Monzo CEO explains how the bank addressed interlocking funding and control problems, built a diversified revenue model and is thinking about expansion.
9:58ENOpenAI o3-mini Launch: Reasoning Effort, Benchmarks and a Snake TestMatthew Berman · Forward FutureIn January 2025, Matthew Berman reviews OpenAI’s reported results and tries two coding examples with different reasoning settings.
15:22ENo3-mini’s Early Results and the Rhetoric of an AI RaceA launch-day look at benchmarks, safety evaluations, and the pressures of competition.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedModeration: Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
57:11ENA Million Tokens Cannot Write a Good JokeModeration: Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
7:41ENCES 2025 and Running DeepSeek R1 Distills on an RTX 5090Matthew Berman · Forward FutureMatthew Berman tours AI demonstrations at CES and runs two quantized DeepSeek R1 distilled models locally on an NVIDIA GPU.
1:50ENFive AI Trends Discussed by Coveo’s Sébastien PaquetMatthew Berman · Forward FutureMatthew Berman summarizes a 2025 interview on production systems, smaller models, agents and trust.
0:52ENGenie 2 Generates Interactive Worlds for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why Google DeepMind’s image-conditioned world model could help researchers create environments for agents, while the early demonstrations have clear limits.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xModeration: Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI InfrastructureGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
5:27ENWays to Try DeepSeek R1: Hosted and Local Distilled ModelsMatthew Berman · Forward FutureMatthew Berman demonstrates DeepSeek chat, Groq’s hosted distill and a local model in LM Studio.
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