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41:38ENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceModeration: Sarah Guo, Elad GilIn Poland, watching a foreign film is a special kind of pain: one narrator, every character, a flat delivery from start to finish.
1:35:32ENSpaceX Valuations, Harvey’s Growth and the Risks Behind AI DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine private-market prices, a proposed media deal, AI applications and fintech competition.
1:02:19ENA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief saysModeration: Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
46:26ZH朱啸虎:三年内看不到泡沫,共识太集中就错开十五度Gast: 朱啸虎 · Moderation: 张小珺2025 年底,金沙江创投朱啸虎第三次坐到张小珺对面:AGI 不谈了,入口之争开始了。他不投人形机器人,把支票开给洗船和按摩这类「干活」的公司。
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionGast: Tarek Mansour · Moderation: Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:32:38ENPolish Is 1% of Frontier Training Data, So Poland Built Its Own ModelModeration: Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Moderation: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
44:17ENHarvey’s bet: make every law firm AI-first, don’t become oneModeration: Sarah Guo, Elad GilOn the day Harvey got GPT-4 access, co-founder Winston locked himself in a room for 14 hours and rebuilt his associate workflow by hand.
1:11:42ENEventbrite, Databricks and the Search for Durable Software GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate software-market limits, AI pricing and what makes a venture investment last.
1:25:54ENHours after training ends, Z.ai puts the weights on the internetModeration: Nathan LabenzZixuan Li of Z.ai tells ChinaTalk how a Chinese lab ships GLM, treats open weights as a ticket into Western ecosystems, and still sees itself as an upstart.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
42:06ENAfter SWE-bench Hits 80.9%, Dianne Na Penn Reckons with Opus 4.5Moderation: Jacob EffronAnthropic’s head of product for research on computer use, deceptive token prices, thin harnesses, and why alignment makes a model a better thinker.
1:17:01ENJonathan Siddharth on AI Training Data, Enterprise Agents and the Future of WorkGast: Jonathan Siddharth · Moderation: Harry StebbingsThe Turing CEO discusses reinforcement-learning environments, enterprise deployment and his expectations for AI-driven changes to software and employment.
3:18:09ENA Thing Is Alive When Its Goals Outrun Its PartsGast: Michael Levin · Moderation: Lex FridmanTufts biologist Michael Levin tells Lex Fridman that intelligence is a spectrum of persuadability, that even a bubble sort hosts unexpected goals, and that the brain is a thin client to a space physics does not own.
1:13:24ENRed Teams Still Land 25% of Attacks. Insurance Is the Brake.Moderation: Nathan LabenzAI Underwriting Company co-founders Rune Kvist and Rajiv Dattani tell Nathan Labenz how standards, audits, and insurance could unlock enterprise agents without waiting for a nuclear-style freeze.
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.
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