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1:09:11ZH广密谈大模型分化、AI 产品与创业窗口Gast: 广密 · Moderation: 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。
13:30ENHow AlphaGeometry Combines Logical Proof with Creative ConstructionAleph0Aleph0 explains how a symbolic geometry solver gets surprisingly far without AI, and how a language model supplies the auxiliary constructions that take it to Olympiad level.
1:48:49EN$500, 2,000 Steps, and a Vending Machine: Grok 4 Profited, Claude Called the FBIModeration: Nathan LabenzAndon Labs put frontier models in charge of simulated and real vending machines to see what breaks when nobody is in the loop.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonModeration: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:34:20ENGPT-5, Palantir and the Economics of AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
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.
10:09ENMatthew Berman on Emotional Attachment to AI After GPT-5’s LaunchMatthew Berman · Forward FutureThe 2025 GPT-5 rollout prompted debate about attachment to older models, sycophancy and the effects of AI companionship.
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.
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