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1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsModeration: Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
14:34ENLTX-2, NVIDIA Rubin and ChatGPT Health: January 2026 AI NewsMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews open video-model tools, NVIDIA’s CES announcements, a health feature, GPU price rumors and reported Anthropic fundraising.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGast: Alan Chang · Moderation: Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:25:57ENMatt Fitzpatrick on Enterprise AI, Expert Data and Deploying What WorksGast: Matt Fitzpatrick · Moderation: Harry StebbingsInvisible Technologies’ CEO explains his approach to validating AI deployments, sourcing specialists and building customer-specific workflows.
11:34ENNvidia’s Groq Licensing Deal: AI Inference, Talent and Competitive StrategyMatthew Berman, Jonathan Ross · Forward FutureGroq investor Matthew Berman examines a non-exclusive technology license and the move of senior Groq staff to Nvidia, and speculates about the future of AI chips.
40:46ENDoctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Sarah Guo, Elad GilSarah Guo and Elad Gil’s 2026 forecast for foundation models, IPOs, robotics, consumer agents, and the bets that are not about AI at all.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing FoundersGast: David George · Moderation: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
2:05:13ENThe Ark Was Round: Irving Finkel on Cuneiform, Floods, and a Seal From 9000 BCGast: Irving Finkel · Moderation: Lex FridmanA British Museum curator argues that writing is older than the textbooks say, that Noah inherited a Mesopotamian story, and that the oldest ark was a giant coracle.
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.
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.
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.
1:17:01ENJonathan 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.
40:24ENMicrosoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.
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.
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.
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.
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.
1:26:42ENEverett 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.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeModeration: Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIGast: Joelle Pineau · Moderation: Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
2:45:26ENDan Houser on Fake Worlds You Want to Live InGast: Dan Houser · Moderation: Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
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