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2:06:16ZH谭捷:机器人通用智能的瓶颈在数据,通用形态仍需时间Gast: 谭捷 · Moderation: 张小珺Google DeepMind 机器人研究科学家谭捷回顾了从计算机图形学到机器人、从强化学习到 Gemini Robotics 的研究路径。他认为机器人基础模型尚未成为独立学科,数据规模与覆盖度、跨本体迁移、实时推理和安全仍是走向真实应用的关键。
50:08EN1Mind's AI Superhuman Now Sources 76% of the PipelineModeration: Nathan LabenzAmanda Kahlow tells Zapier CEO Wade Foster why she tore up the sales org — and why a face on an agent is mostly a trick to get buyers talking.
1:32:23ENAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
19:31ENFigure AI Safety Lawsuit: A Former Engineer’s Allegations and the Robot Safety DebateMatthew Berman · Forward FutureMatthew Berman reviews a wrongful-termination complaint and discusses the risks of humanoid robots working near people.
1:04:50ENUseful AI Work Is Doubling Every Four Months. Schools Should Plan Accordingly.Moderation: Nathan LabenzIn a keynote to K-12 educators, Cognitive Revolution host Nathan Labenz argued that task length, not chat quality, is the number that should reshape how schools think.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGast: Maor Shlomo · Moderation: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
10:36ENForward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.
1:41:34ENChat Is the Universal Interface—and Often the Worst OneModeration: Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
1:26:40ENAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsGast: Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotModeration: Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
41:36ENFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.
1:48:46ZH刘先明:拆掉语言,让物理 AI 回到数据与动作Gast: 刘先明 · Moderation: 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。
1:11ENGemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.
1:06:06ENAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGast: Andrew Ng · Moderation: Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:36:55ENOne Second of Fuel: David Kirtley on Fusion Power by 2028Gast: David Kirtley · Moderation: Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeModeration: Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
1:17:11ENAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
10:45ENWorld Labs Marble: Generate and Edit Navigable 3D WorldsMatthew Berman · Forward FutureMatthew Berman demos Marble’s multimodal inputs, scene editing and 3D navigation, including an attempt to recreate his office from one image.
1:11:18ENHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointModeration: Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
47:43ENMaking GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGast: Everett Randle · Moderation: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:55:12EN28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIModeration: Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
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