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44:01ENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyModeration: Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
1:32:21ENAI Financing, Model Routing and Security Risks: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported OpenAI and Anthropic finances, model routing, database infrastructure and security, with attention to uncertainty and conflicts.
1:21:47ENClaude Code Controversies and the Appeal of the Pi Coding AgentTheo Browne, Ben Davis · T3Theo Browne and Ben Davis discuss subscription limits, a source release, copyright notices and a minimal coding-agent framework.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousModeration: Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
32:22ENDemis Hassabis on AGI, Scientific Discovery and the Challenges AheadGast: Demis Hassabis · Moderation: Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
30:17ENMarc Benioff on Slack Agents, AI Jobs and Enterprise SafetyMatthew Berman, Marc Benioff · Forward FutureSalesforce’s CEO speaks with Matthew Berman about human oversight, company structure, his account of an attempted OpenAI investment and enterprise agent plans.
1:50:42ENThe Future Live: Open Models, Compute Markets and the Future of Tech MediaMatthew Berman, Nick Wentz, Ben Pouladian, Wayne Nelms, Jayden Clark · Forward FutureMatthew Berman and Nick Wentz speak with Ben Pouladian, Wayne Nelms and Jayden Clark about AI infrastructure, pricing and OpenAI’s acquisition of TBPN.
1:57:29ENFrontier vision models score 12.5%: Joseph Nelson on the real waterline of computer visionModeration: Nathan LabenzThe Roboflow CEO tells Nathan Labenz why vision still lags language, how to distill SAM 3 into an edge model for Wimbledon, and why the United States has almost never led open-source vision.
1:03:40ENAndrew Dudum on Hims & Hers, Preventive Care and Building a Public CompanyGast: Andrew Dudum · Moderation: Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
37:23ENMarc Benioff on AI Agents, Human Work and Salesforce’s StrategyMatthew Berman, Marc Benioff · Forward FutureSalesforce CEO Marc Benioff discusses Slack as an AI interface, the limits of agent autonomy, workforce changes and safety with Matthew Berman.
49:34ENBrad Lightcap on OpenAI’s Early Years, Agents and the Future of SoftwareGast: Brad Lightcap · Moderation: Jack AltmanThe OpenAI COO traces the shift from research to widely used products and discusses coding, startups, enterprise software and human oversight.
1:44:15ENNathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic AnywayModeration: Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.
2:36:50ENXie Chen on the Data Pyramid Behind Robotics and AIGast: Xie Chen · Moderation: 张小珺The Guanglun Intelligence founder explains how real-robot experience, simulation and human demonstrations could work together, and why evaluation matters as much as data volume.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingGast: Marc Andreessen · Moderation: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGast: Gili Raanan · Moderation: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:19:18ENSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
41:00ENRon Conway on Angel Investing, Founder Advocacy and the Power of RelationshipsGast: Ron Conway · Moderation: Jack AltmanThe SV Angel founder traces his path from semiconductors to seed investing and explains how he helps founders at critical moments.
46:35ENJon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.
1:37:43ENCisco wants two extra network layers so agents can share intentModeration: Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
58:27ENEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Gast: Jensen Huang · Moderation: Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGast: Matthew Steckman · Moderation: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:40:46ENGive an agent a thousand tools and it will pick the wrong bladeModeration: Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
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