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1:20:22EN20VC Roundtable on Open Weights, AI Spending and Software InvestingGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
35:27ENJoe Salvatore on AI, Creative Direction and the Taste Behind a BrandGast: Joe Salvatore · Moderation: Reid Hoffman, Parth PatilThe visual artist explains how he turns creative briefs into agent-driven advertising workflows—and why judgment and storytelling still matter.
54:57ENOpen-Weight AI: Competition, Safety and the Debate over AnthropicMatthew Berman · Forward FutureMatthew Berman argues for broad access to AI models, weighs the economics and security arguments, and responds to Dario Amodei’s position on open weights.
49:12ENThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
2:59:03ENYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyGast: You Kaichao · Moderation: 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
3:46:18ENIf You Take Slavery Out of the Picture, There Is No Civil WarGast: Gary Gallagher · Moderation: Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His InboxModeration: Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookGast: Matt Murphy · Moderation: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42ENMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationGast: Osvald Nitski · Moderation: Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
52:29ENClaude Opus 5: Benchmarks, Cost per Task, and Early ImpressionsMatthew Berman · Forward FutureMatthew Berman reacts to the model launch, examines reported benchmark and pricing data, and explains why the cost of completing a task matters more than token price alone.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Moderation: Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
1:27:39EN20VC Roundtable on Open Models, AI Economics and Payments DealsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
16:09ENHow to Compare AI Task Costs and Split Coding Work Across ModelsMatthew Berman · Forward FutureMatthew Berman compares token prices with benchmark task costs and proposes a planning, execution and review workflow using different models.
1:15ENUsing Codex to Negotiate a Return and Subscription RefundMatthew Berman · Forward FutureMatthew Berman describes delegating two customer-service conversations to an AI agent and reports the outcomes.
35:31ENWill Weinbach on Autonomous Social Media Agents and Learning by ExperimentGast: Will Weinbach · Moderation: Reid Hoffman, Parth PatilThe social strategist explains his content workflow, an unexpected 4 a.m. posting spree, and why young creators should show what they can build.
51:31ENThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of InferenceGast: Lin Qiao · Moderation: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:52ENAnthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.
12:12ENKimi K3: Coding Benchmarks, Cost and the Open-Weight AI RaceMatthew Berman · Forward FutureMatthew Berman examines Kimi K3’s early benchmark results, its cost per task and a Rubik’s Cube simulator, while weighing their limits.
1:29:35ENFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGast: Fred Turner · Moderation: Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the StackModeration: Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
51:38ENTolan Founder Quinten Farmer on AI Guides, Real Relationships and Building a Calm CompanyGast: Quinten Farmer · Moderation: Ellis HamburgerFarmer explains the alien character’s design, user-reported outcomes and premium pricing—and why he wants it to challenge users as well as listen.
3:46:12ENKay Ke on Physical Intelligence, Robot Learning, and the Future of RoboticsGast: Kay Ke · Moderation: 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.
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