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15:33ENLatent Reasoning and Recurrent Depth: Scaling Compute Before the Next TokenMatthew Berman, Yann Lecun · Forward FutureMatthew Berman examines a 3.5-billion-parameter research model that repeats internal computations, and asks how it relates to language, planning and chain of thought.
0:59ENWhat Is Vibe Coding? Matthew Berman Explains His WorkflowMatthew Berman · Forward FutureBerman describes using voice input and an AI coding editor to build software, test it, and feed errors back without reading the code.
1:08ENWhen Should AI Agents Cooperate?Two participants consider mutual benefit, conflicting incentives and the line between cooperation and collusion.
1:15:33ENFabien Pinckaers on Odoo’s Business Model, Culture and CompetitionGast: Fabien Pinckaers · Moderation: Harry StebbingsThe Odoo founder discusses open core, pricing, ownership and his approach to building an integrated business software suite.
1:30:28ENA Perfect Score Is 32,000 Units: Only Claude Built a Cooperative SocietyModeration: Nathan LabenzThe same donor game, run for ten generations, can bank 32,000 resource units if everyone cooperates—and three frontier models miss that ceiling by an order of magnitude.
6:50ENDeepScaleR: A Small Reasoning Model Tested on Competition MathMatthew Berman · Forward FutureMatthew Berman reviews a 1.5B model’s reported benchmark results and runs a quantized version locally on one AIME problem.
2:07ENHow Eratosthenes Estimated Earth’s SizeA short geometric explanation using sunlight, angles and distance.
21:10ENSam Altman’s 2025 AI Coding Forecast and Three ObservationsMatthew Berman, Sam Altman · Forward FutureMatthew Berman examines predictions about reasoning models, software agents and AI economics, distinguishing competitive-programming results from broader work.
55:38ENSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeGast: Sridhar Ramaswamy · Moderation: Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.
1:32:29EN17 Edits, Then 3 Prompts: Lovable Builds the Same App TwiceModeration: Nathan LabenzAnton Osika and Isaak Sundeman live-build a shopping comparison tool and argue that opinionated defaults—not open-ended agents—are how non-coders actually ship software.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Moderation: Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
22:32ENThe $5.5 Million Was Only the Last MileModeration: Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
46:53ENBrian Tolkin on Hiring Product Teams and Finding the Problem That MattersGast: Brian Tolkin · Moderation: Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.
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.
18:33ENDeep Research’s Early Strengths and HallucinationsA February 2025 comparison of research agents finds useful retrieval alongside claims that need checking.
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.
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