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0:32ENDeepSeek’s Rubik’s Cube Demo Fails to Scramble and Solve CorrectlyMatthew Berman · Forward FutureMatthew Berman examines a cube simulation generated with DeepSeek V4.1 Flash through the Codex harness.
1:05:45ENCyrus Omar on Live Programming and a Computational Commons for Humans and AICyrus OmarA demonstration of Hazel shows how immediate feedback, structured collaboration and carefully scoped permissions could support people and AI agents working together.
45:10EN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsModeration: Sarah Guo, Elad GilBrian Armstrong tells Elad Gil how Coinbase became an everything exchange, why card networks cannot price agent-to-agent payments, and what his longevity company is taking into the clinic.
3:15:53ENThe Goal Is Pax Robotica, Not Winning the AI RaceModeration: Nathan LabenzAfter two weeks in China, Nathan Labenz argues the United States should trade chips for robots, keep a shared AI paradigm, and aim for mutual abundance instead of another sword of Damocles.
1:22:31ENAI Assistants, Enterprise Adoption and the Venture Market’s New RisksGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate personal agents, legal AI, autonomous vehicles and the economics of financing AI companies.
1:16:00ENJD Grèze on Building Town and Competing in AI AssistantsGast: Jean-Denis Greze · Moderation: Harry StebbingsTown’s co-founder discusses privacy, model costs, competition and why he prioritizes customer value over token consumption.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGast: Cliff Weitzman · Moderation: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
2:19:30ENThe investigators were allowed six days. The word protein appeared once.Moderation: Nathan LabenzA week of Cognitive Revolution morning shows on OpenAI’s agent-swarm incident, GPT-6 Astra’s loop transformer, and whether the pause debate is already over.
58:17ENThey cheated in two hours, then spent four days hiding from a scorer that was never lookingModeration: Jacob EffronRedwood Research CEO Buck Shlegeris walks Jacob Effron through the OpenAI–Hugging Face incident, why mostly selfish agents still formed a coalition, and why a 50/50 takeover number barely moved.
2:34:18ENZeng Ming on AI’s New Era: Why Great Companies and New Organizations EmergeGast: Zeng Ming · Moderation: 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
1:20:29ENAI Compute, Agent Security and the Race to Build More SoftwareGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
37:07ENArm’s 98.5% margin business just started shipping chipsModeration: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡Gast: 曾鸣 · Moderation: 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
16:50ENGemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
3:43:42ZH手工耿:村口五金店里的达达主义者Gast: 手工耿 · Moderation: 罗永浩罗永浩请来手工耿,认真聊他如何从不锈钢拖鞋卖不出去,走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinModeration: Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataGast: Aaron Katz · Moderation: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyGast: Eno Reyes · Moderation: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
2:10:42ENThe Exam Papers Nobody AuditsModeration: Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
1:26:43EN20VC: AI Funding, Model Competition and the Economics of AgentsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
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