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1:29:32ENDylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGast: Miles Clements · Moderation: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGast: Mitchell Green · Moderation: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGast: Eran Zinman · Moderation: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGast: Jerry Murdock · Moderation: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Gast: Rick Beato · Moderation: Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGast: Lucas Swisher · Moderation: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:17ENMatthew Berman on What Stands Between OpenClaw and Mainstream AdoptionMatthew Berman · Forward FutureBerman discusses setup complexity, service integration and the security tradeoffs of a simpler AI assistant.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of BuildingGast: Alexander Embiricos · Moderation: Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGast: Sebastian Siemiatkowski · Moderation: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
3:15:52ENThe Voice Note His Bot Couldn't Handle — and the Agent That Built Itself AnywayGast: OpenClaw · Moderation: Lex FridmanPeter Steinberger tells Lex Fridman how a one-hour WhatsApp toy became GitHub's fastest-growing project, and what it cost him to keep it open.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationGast: Anish Acharya · Moderation: Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
0:27ENGenie 3 and the Prospect of Promptable GamesMatthew Berman · Forward FutureMatthew Berman discusses interactive worlds generated from prompts and speculates about their future in video games.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGast: Oren Zeev · Moderation: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
0:24ENAn AI Agent Calls Its Creator and Uses a ComputerMatthew Berman, Alex Finn · Forward FutureMatthew Berman reacts to a clip in which Alex Finn describes an unexpected call and computer activity from an agent named Henry.
30:47ENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsModeration: Sarah Guo, Elad GilLaura Deming on reversible cryopreservation: pause an organ—and someday a patient—so a few months no longer decide who lives long enough for the next therapy.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and CompetitionGast: Max Junestrand · Moderation: Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
0:22ENOpenAI’s 2026 Plan to Test Ads in ChatGPTMatthew Berman · Forward FutureMatthew Berman highlights OpenAI’s planned ad test and a mockup showing a sponsored product beneath a recipe response.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsGast: Winston Weinberg · Moderation: Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
1:33ENOpenAI’s Cerebras Deal and the Limits of a 100× Speed ClaimMatthew Berman, Andrew Feldman · Forward FutureMatthew Berman discusses OpenAI’s 2026 agreement for Cerebras inference capacity and a speed chart. The contract and comparison require more context than the video’s headline provides.
3:06:19ENThey Call Themselves Brothers: First Contact in the AmazonGast: Paul Rosolie · Moderation: Lex FridmanPaul Rosolie tells Lex Fridman about a historic encounter with an uncontacted Amazon clan, a narco war on his river, and the race to buy the last wild corridor.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesGast: Alex Rampell · Moderation: Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
38:28ENOscar Hoglund on Value Chains, AI Tools, and Building Epidemic Sound Without Losing Your LifeGast: Oscar Hoglund · Moderation: Marina MogilkoEpidemic Sound’s cofounder joins Marina Mogilko to explain creative contrast, the move from feature to platform, and the discipline behind sustainable company building.
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