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22:32ENThe $5.5 Million Was Only the Last MileHost Sarah Guo, Elad GilOn No Priors' 100th episode, Sarah Guo and Elad Gil separate DeepSeek's paper cost from the compute behind it, then walk through OpenAI's Deep Research, Stargate, and their bets for 2025.
46:53ENBrian Tolkin on Hiring Product Teams and Finding the Problem That MattersGuest Brian Tolkin · Host Harry StebbingsOpendoor’s head of product draws on Uber and Opendoor to discuss user choice, AI prototypes, decision-making and hiring.
1:03:08ZH → EnglishAllen Zhu: How DeepSeek Changed My View of AIGuest 朱啸虎 · Host 张小珺In early 2025, the investor revisits his views on open models, application startups and artificial intelligence.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGuest Max Levchin · Host Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
2:16:17ENA 10B Model Trained Across Three Continents — and an H200 for $1.49 an HourHost Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
10:01ENDeepSeek R1 Code Optimization and a $3 Visual Counting ExperimentMatthew Berman · Forward FutureMatthew Berman examines a human-guided coding improvement and a small reinforcement-learning experiment, then considers their implications for AI research.
54:47ENNinety Thousand Games a Day: Roblox's Bet That AI Should Wash the DishesStef Corazza, head of generative AI at Roblox, tells Sequoia how a free Studio assistant, a community data bargain, and a 3D foundation model are meant to teach AI game development.
13:04ENDeep Research, AI Takeoff and the Limits of Early ReactionsMatthew Berman, Sam Altman · Forward FutureMatthew Berman surveys February 2025 reactions to OpenAI’s research agent and argues that reasoning and tools could accelerate AI progress.
2:49:35ZH → EnglishPan Jiayi on R1, o1, and Kimi K1.5: How Reinforcement Learning Teaches Models to ReasonGuest 潘嘉怡 · Host 张小珺Pan Jiayi, a Berkeley PhD student, walks through reasoning-model reports from DeepSeek, OpenAI, and Kimi, unpacking long chains of thought, GRPO, reward design, and distillation. R1-Zero’s “aha moment” shows how reasoning strategies can emerge through reinforcement learning.
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIGuest Nabeel Hyatt · Host Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
18:33ENDeep Research’s Early Strengths and HallucinationsA February 2025 comparison of research agents finds useful retrieval alongside claims that need checking.
12:07ENTinyZero: A $30 Reinforcement-Learning Experiment on a Small Arithmetic TaskMatthew Berman · Forward FutureMatthew Berman explains how a pretrained Qwen model learned to search and check answers in Countdown, and why the experiment does not recreate DeepSeek-R1.
5:06:18ENDeepSeek's $5 million training claim and the five-year bet on computeHost Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
9:58ENMatthew Berman Tests o3-mini on Games, Puzzles and Web SearchMatthew Berman · Forward FutureA 2025 hands-on test finds working game prototypes and several successful answers alongside a delayed Tetris row, an ambiguous puzzle and a search configuration mistake.
6:44ENTesting DeepSeek Janus-Pro for Image Understanding and GenerationMatthew Berman · Forward FutureMatthew Berman tries the 7B multimodal model on diagrams, memes and image prompts using a sponsored cloud GPU demonstration.
24:22ENDario Amodei on DeepSeek, AI Costs and Chip Export ControlsMatthew Berman, Jonathan Ross, David Sacks · Forward FutureMatthew Berman examines the Anthropic CEO’s 2025 essay, the limited evidence behind distillation allegations and the economics of model training.
57:31ENTS Anil on Monzo’s Turnaround, Product Strategy and Global AmbitionsGuest TS Anil · Host Harry StebbingsThe Monzo CEO explains how the bank addressed interlocking funding and control problems, built a diversified revenue model and is thinking about expansion.
9:58ENOpenAI o3-mini Launch: Reasoning Effort, Benchmarks and a Snake TestMatthew Berman · Forward FutureIn January 2025, Matthew Berman reviews OpenAI’s reported results and tries two coding examples with different reasoning settings.
15:22ENo3-mini’s Early Results and the Rhetoric of an AI RaceA launch-day look at benchmarks, safety evaluations, and the pressures of competition.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedHost Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
57:11ENA Million Tokens Cannot Write a Good JokeHost Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
7:41ENCES 2025 and Running DeepSeek R1 Distills on an RTX 5090Matthew Berman · Forward FutureMatthew Berman tours AI demonstrations at CES and runs two quantized DeepSeek R1 distilled models locally on an NVIDIA GPU.
1:50ENFive AI Trends Discussed by Coveo’s Sébastien PaquetMatthew Berman · Forward FutureMatthew Berman summarizes a 2025 interview on production systems, smaller models, agents and trust.
0:52ENGenie 2 Generates Interactive Worlds for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why Google DeepMind’s image-conditioned world model could help researchers create environments for agents, while the early demonstrations have clear limits.
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