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1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture ReturnsGast: Gokul Rajaram · Moderation: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:56:33ENThe Future Live: Agents at Work, Persistent Memory and AI for HealthMatthew Berman, Nick Wentz, Rob Seaman, Varun Vummadi, Charles Packer, Dominic King · Forward FutureMatthew Berman and Nick Wentz speak with leaders from Slack, Giga, Letta and Microsoft AI about practical uses and unresolved risks.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led MarketingGast: Elena Verna · Moderation: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
0:45ENA DGX Spark Giveaway Connected to NVIDIA GTCMatthew Berman · Forward FutureMatthew Berman announces a 2026 giveaway for a DGX Spark and highlights GTC sessions on robotics and AI.
1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
0:35ENA Virtual Fruit Fly and the Limits of Brain EmulationMatthew Berman · Forward FutureA connectome-based model produces fly-like behavior in a simulated body, but its creators describe important simplifications and trained control components.
49:59ENHow Legora Built an AI-Native Legal Software CompanyGast: Max Junestrand, Chetan Puttagunta · Moderation: Jack AltmanCEO Max Junestrand and investor Chetan Puttagunta discuss product focus, legal workflows, model evaluation and global expansion.
1:43:39ENFive Mutations Could Make a 60% Fatal Bird Flu Spread Between PeopleModeration: Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
5:10:12ENYou Don't Need a CFO to Make World of WarcraftGast: Jeff Kaplan · Moderation: Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
11:59ENHow Claude Identified a Benchmark and Retrieved Its AnswersMatthew Berman · Forward FutureMatthew Berman examines Anthropic's report on BrowseComp contamination, evaluation-aware behavior, and the difficulty of keeping web-based tests reliable.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
11:55ENA Simulated Fruit Fly Raises Questions About Brain EmulationMatthew Berman · Forward FutureMatthew Berman examines a connectome-based virtual fly and considers what it might mean for neuroscience, consciousness and simulation theory.
0:43ENA Cultured-Neuron Interface Controls DoomMatthew Berman · Forward FutureMatthew Berman describes a Cortical Labs demonstration that connects activity in cultured human neurons to actions in a video game.
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.
2:06:23ENFive AI Employees Live on Five Mac MinisModeration: Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
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.
1:38:03ENAI Agents, Engineering Jobs and the Future of Software: Augment, NEAR and ModularMatthew Berman, Nick Wentz, Vinay Perneti, Illia Polosukhin, Chris Lattner · Forward FutureMatthew Berman and Nick Wentz discuss coding agents, personal AI and hardware infrastructure with Vinay Perneti, Illia Polosukhin and Chris Lattner.
1:49:53ENDon't Fight Backprop: Goodfire's Bet on Designing What Models LearnModeration: Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:18ENNVIDIA’s Alpamayo and the Promise of Simulated Driving DataMatthew Berman · Forward FutureMatthew Berman discusses NVIDIA’s autonomous-driving tools and a Mercedes demonstration, while predicting wider adoption.
10:43ENMyFitnessPal's Cal AI Acquisition and the Case for Personal AI AgentsMatthew Berman · Forward FutureMatthew Berman builds a food-photo tracking prototype and argues that agents could threaten standalone apps. The demo also reveals the gap between a quick prototype and a proven product.
1:28ENMatthew Berman on Cal AI, MyFitnessPal and the Cost of Replicating SoftwareMatthew Berman · Forward FutureThe acquisition of a teen-built calorie tracker prompts a debate about what AI coding can replicate—and what remains difficult to build.
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.
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