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1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGast: Keyu Jin · Moderation: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanModeration: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
57:52ENThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Moderation: Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
39:06ENHe Couldn't Ask His Grandfather What to Do, So He Built a Digital MindOn Sequoia's Training Data, Delphi founder Dara Ladjevardian explains how authorized digital minds turn people into conversational media without replacing them.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersGast: Martin Mignot · Moderation: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringModeration: Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:10ENTesting a GPT-5-Generated Rubik’s Cube SimulatorMatthew Berman · Forward FutureMatthew Berman prompts GPT-5 to build a Three.js cube simulator and tries its scramble and solve controls at several sizes.
1:43:51ENGPT-5, Cline and SWE-bench: How to Judge AI Coding AgentsMatthew Berman, Matt Wolfe, Ray Fernando, Saoud Razwan, Nick, Ofir, Carlos, John, Kilian · Forward FutureMatthew Berman and guests discuss early GPT-5 impressions, the economics of Cline, and why coding benchmark results depend on the evaluation setup.
1:28:36ENFigma’s IPO, Executive Pay and the Price of AI GrowthGast: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoModeration: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
25:24ENGPT-5 Tested on Coding, Simulations and Multimodal TasksMatthew Berman · Forward FutureMatthew Berman tries browser applications, visual simulations and image prompts, showing both successes and defects in his early hands-on tests.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyModeration: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:01:00ENv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
1:01ENOpenAI’s gpt-oss Release and a Coding BenchmarkMatthew Berman · Forward FutureMatthew Berman introduces two open-weight models and reviews a Codeforces comparison from the launch.
10:28ENOpenAI’s gpt-oss Models: Open Weights, Benchmarks and SafetyMatthew Berman · Forward FutureMatthew Berman reviews the 120b and 20b models, local deployment claims, selected evaluations and the scope of OpenAI’s safety testing.
3:13ENClaude Opus 4.1: Anthropic’s August 2025 Benchmark UpdateMatthew Berman · Forward FutureMatthew Berman reviews the model’s reported coding, reasoning and tool-use results, including one benchmark that declined.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGast: Miles Dieffenbach · Moderation: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToModeration: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12ENApple, Google and the Race to Fund AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
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.
15:30ENQwen3 Tested: Coding Demos, Long Context and Response BehaviorMatthew Berman · Forward FutureMatthew Berman tests generated simulations, political and safety prompts, hand tracking and word puzzles using a hosted Qwen3 model.
30:11ENFrom 12 Percent on AIME to IMO Gold in Two MonthsAlex Wei, Sheryl Hsu, and Noam Brown tell Sequoia's Sonya Huang how a three-person OpenAI sprint used general-purpose reinforcement learning, not Lean, to reach gold-level on the 2025 International Mathematical Olympiad.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGast: Martin Casado · Moderation: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
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