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40:33ENModerna was only company 18. The real product is the company factoryHost Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
1:09:19ENOscar Pierre on Glovo’s Fight for Funding, Expansion and Sale to Delivery HeroGuest Oscar Pierre · Host Harry StebbingsThe Glovo founder recounts a pivotal McDonald’s deal, repeated financing crises, a costly Brazil expansion and the decision to join Delivery Hero.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet MomentHost Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
2:36:13ZH → EnglishSonglin Yang on New Attention Papers from DeepSeek, Kimi, and MiniMaxGuest Songlin Yang(松琳) · Host 张小珺From dynamic sparse attention to hybrid linear-attention architectures: how three approaches to long context balance training, inference, and hardware efficiency.
46:23ENAdarsh Hiremath on Mercor, AI Recruiting and the Future of WorkGuest Adarsh Hiremath · Host Harry StebbingsThe Mercor co-founder discusses expert labor for AI labs, automated interviews, fundraising and his vision for a global labor marketplace.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyHost Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
53:07ZH → EnglishZhang Yaqin on the AGI Roadmap: Information, Physical, and Biological IntelligenceGuest 张亚勤 · Host 张小珺Zhang Yaqin divides AGI’s development into information, physical, and biological intelligence. Information intelligence may approach human levels within five years, general-purpose robots may take about ten, and biological intelligence could expand human memory and health in twenty. He also discusses how large models can give autonomous vehicles and robots more data, common sense, and ability to act.
18:05ENOpenAI’s Coding-Competition Study: o1-ioi, o3 and the Limits of the ResultsMatthew Berman, Sam Altman · Forward FutureMatthew Berman interprets OpenAI’s 2025 paper on reinforcement learning and programming contests. The results are strong on the studied benchmarks, but do not establish AGI or remove humans from model development.
45:31ENJerry Chow on Quantum Computing, Encryption, AI and Error CorrectionMatthew Berman, Jerry Chow · Forward FutureIBM’s quantum systems director explains qubits, cryogenic hardware, software and the work needed to make quantum computers useful.
1:20:53ENSolly Solomou on Building LADbible, Social Media and Expanding to the USGuest Solly Solomou · Host Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.
49:36EN86 Out of 100: Harvey's Playbook for Selling AI Into LawHost Sarah Guo, Elad GilWinston Weinberg on a Reddit blind test, expanding-and-collapsing product design, and why Harvey started with century-old firms instead of the mid-market.
15:33ENLatent Reasoning and Recurrent Depth: Scaling Compute Before the Next TokenMatthew Berman, Yann Lecun · Forward FutureMatthew Berman examines a 3.5-billion-parameter research model that repeats internal computations, and asks how it relates to language, planning and chain of thought.
1:15:33ENFabien Pinckaers on Odoo’s Business Model, Culture and CompetitionGuest Fabien Pinckaers · Host Harry StebbingsThe Odoo founder discusses open core, pricing, ownership and his approach to building an integrated business software suite.
21:10ENSam Altman’s 2025 AI Coding Forecast and Three ObservationsMatthew Berman, Sam Altman · Forward FutureMatthew Berman examines predictions about reasoning models, software agents and AI economics, distinguishing competitive-programming results from broader work.
55:38ENSridhar Ramaswamy on Snowflake, AI Competition and Leading Through ChangeGuest Sridhar Ramaswamy · Host Harry StebbingsThe Snowflake CEO discusses the overlap between models and applications, the importance of distribution, and how leaders can manage difficult transitions.
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.
1:03:51ENMax 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.
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.
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.
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