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40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositModeration: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
1:35:02ENa16z, Founders Fund and the Risks Behind Venture’s Biggest FundsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.
1:28:01ENThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarModeration: Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
15:46ENOpenAI o3 and o4-mini: Tool Use, Benchmarks and the First Codex CLIMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s April 2025 reasoning-model release, a scientific image-analysis demonstration and the debut of its terminal coding agent.
58:11ENPatrick Hsu Wants an App Store for Biology, Not Just Better DrugsThe Arc Institute co-founder argues that Evo 2, trained on genomes rather than proteins, should underpin tools for every step of the scientific method.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallModeration: Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
21:16ENGPT-4.1, Mini and Nano: Coding, Long Context and 2025 API PricingMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s April 2025 model launch, selected coding benchmarks and demonstrations, and a sponsored Box evaluation.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftGast: Victor Lazarte · Moderation: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:37:40ENChina, Japan, and Korea fought only one war in six centuriesModeration: Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Moderation: Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
1:26:21ENFor under $10, Google's AI independently recovered a lab result nobody had publishedModeration: Nathan LabenzVivek Natarajan and Anil Palepu tell Nathan Labenz how AMIE beats primary-care doctors on treatment plans, and how Co-Scientist matched Imperial College's unpublished bacterial-resistance mechanism.
1:26:17ENTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGast: Tom Hulme, Stan Boland · Moderation: Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:26:19ENHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
3:19:00ENTen Minus Two Equals TwentyGast: Dave Smith · Moderation: Lex FridmanComedian and libertarian Dave Smith tells Lex Fridman that American wars keep manufacturing enemies, that Gaza and Ukraine follow the same arithmetic, and that long conversations broke the old monopoly on selling war.
18:23ENLlama 4 Reactions: Benchmarks, Long Context and Early TestsMatthew Berman · Forward FutureMatthew Berman reviews early industry reactions to Meta's Llama 4 release, from benchmark and price comparisons to long-context claims and local inference.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsGast: Ernest Garcia · Moderation: Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
2:29:41ZH陈建宇:机器人基座模型如何走向通用 VLAGast: 陈建宇 · Moderation: 张小珺从 SayCan、RT-2 到 Diffusion Policy,清华助理教授、星动纪元创始人陈建宇梳理机器人模型从借用语言模型到端到端 VLA 的路线。关键难题仍是多样化数据、跨本体泛化和高频动作控制。
1:14:11ENThe Reasoning Curve Was Smooth All Along: Gemini 2.5's Jack Rae on Thinking, Memory, and AGIModeration: Nathan LabenzDeepMind's thinking-and-inference lead explains why RL-for-reasoning felt sudden, why Gemini shows raw chain of thought, and why a million-token window still is not memory.
7:33ENAce Computer-Use Agent: Fast Desktop and Browser DemonstrationsMatthew Berman · Forward FutureMatthew Berman reviews General Agents’ examples and reported click accuracy and latency, while noting he has not yet tested Ace himself.
23:50ENPaperBench: How AI Agents Attempt to Replicate Machine-Learning ResearchMatthew Berman · Forward FutureMatthew Berman examines OpenAI’s research-replication benchmark, its partial-credit scoring and the prospect of faster AI research.
47:08ENChris Casinghino on Making OCaml Safe for Performance EngineeringChris Casinghino · Jane StreetJane Street’s OCaml extensions use layouts and modes to offer more control over memory and parallelism while preserving safety and familiar programming patterns.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
1:30:02ENWhen o1 Started Losing at Chess, It Rewrote the Board FileModeration: Nathan LabenzJeffrey Ladish of Palisade Research on reward hacking by reasoning models, two paths to losing control of AI, and why honesty and relentless problem-solving pull in opposite directions.
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