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1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:34:20ENGPT-5, Palantir and the Economics of AI GrowthGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
24:14ENGPT-4o Image Generation: Launch Demos, Editing, and LimitationsMatthew Berman, Sam Altman · Forward FutureMatthew Berman reviews OpenAI's March 2025 image-generation launch, testing text rendering, image editing, and visual consistency.
22:12ENOpenAI’s 2024 Canvas Update: Writing, Python Execution and Custom GPTsMatthew Berman, Kevin, Lee, Alexi · Forward FutureMatthew Berman reviews a launch demonstration of collaborative editing, an in-canvas Python debugging loop and Canvas support for custom GPTs.
14:51ENOpenAI’s 2024 GPT-4o Launch: Voice, Vision and Desktop DemosMira Murati, Mark Chen, Barret Zoph · OpenAIMira Murati, Mark Chen and Barret Zoph introduce GPT-4o and demonstrate voice interaction, visual tutoring, code explanation and translation.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGast: Sam Altman, Brad Lightcap · Moderation: Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.









