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36:48ENThe Weekend DeepSeek Dropped, the White House CalledModeration: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseGast: Jack Weatherford · Moderation: Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityGast: Philipp Freise · Moderation: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
4:05:15ENThey could not agree whether Iran was building a bomb. They still wanted the same next move.Moderation: Lex FridmanAfter the Iran-Israel ceasefire, Scott Horton and Mark Dubowitz spend four hours on Lex Fridman arguing over enrichment math, a stolen archive, and whether bombing Fordo makes a weapon more likely or less.
3:24:36ENA tank man came home and could not stayGast: James Holland · Moderation: Lex FridmanHistorian James Holland tells Lex Fridman why World War II was an ideological war of factories, letters, and logistics — and why Germany could not win it.
1:28:17ENSeries A and B Investing in an AI Market: Risk, Liquidity and TimingGast: Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsGast: Taavet Hinrikus · Moderation: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
3:04:01ENXi Jinping Revived China's Personality Cult. He Did Not Revive Mao's Chaos.Gast: Jeffrey Wasserstrom · Moderation: Lex FridmanHistorian Jeffrey Wasserstrom on Confucius, Tiananmen, censorship, the 2025 trade war, Hong Kong's warning to Taiwan, and why history has no straight road.
2:10:07ENA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearModeration: Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.
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.
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.
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.
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.
3:09:05ENFrom a Ukrainian Dugout, Douglas Murray Refuses to Forget the ObviousGast: Douglas Murray · Moderation: Lex FridmanWatching the Oval Office blowup from an eastern-front bunker, the author of *On Democracies and Death Cults* talks Putin, Zelenskyy, Hamas, Netanyahu, and the people who say they love death more than life.
3:15:17ENDemocrats still think politics runs on money. It runs on attention.Moderation: Lex FridmanEzra Klein and Derek Thompson tell Lex Fridman why the left keeps authorizing billions it cannot build, and why DOGE is a fight over control rather than efficiency.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceGast: Narendra Modi · Moderation: Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
3:01:30ENTechnology Opens the Door. Competition Pushes Us Through.Moderation: Nathan LabenzAllan Dafoe on technological determinism, why alignment is not enough, and how DeepMind is trying to evaluate dangerous capabilities before they arrive.
1:30:57ENAnt's $320 Billion IPO Was Stopped at the Eleventh Hour: Angela Zhang on China's Tech TightropeModeration: Nathan LabenzA USC law professor walks through the dynamic pyramid that governs Chinese tech, from Didi's listing to DeepSeek's price war, and why she thinks the United States is starting to look more like China.
1:56:38ENo3 took ARC from 20% to 87%. Nathan Labenz sketches early superintelligenceModeration: Nathan LabenzOn Consistently Candid, the Cognitive Revolution host argues that math and coding will be superhuman by 2026, and that a reasoning core plus specialist “intuitive physics” may already be enough.
1:08:51ENChip Controls Are Meant to Buy Ten Years, Not Win the AI RaceModeration: Nathan LabenzEconomist Noah Smith tells Nathan Labenz that U.S. export controls are a piece of conventional deterrence against China — not a plan to kneecap DeepSeek.
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.
20:34ENDeepSeek R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines 2025 reactions to DeepSeek, from training efficiency and market losses to open weights, privacy and the possibility of a demand rebound.
3:45:44ENDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGast: Marc Andreessen · Moderation: Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.
1:24:57ENA 50,000-GPU cap and a 1,700-chip loopholeModeration: Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.
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