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1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinModeration: Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
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.
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.
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.
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.
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.
1:26:12EN20VC Roundtable on AI Competition, Enterprise Spending and Venture CapitalGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:47ENAI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.
48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small BusinessesGast: Avishai Abrahami · Moderation: Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
2:23:38ENDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment TargetModeration: Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of WorkGast: Arvind Jain · Moderation: Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
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