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1:26:17ENTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemGuest Tom Hulme, Stan Boland · Host Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:26:19ENHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
3:19:00ENTen Minus Two Equals TwentyGuest Dave Smith · Host Lex FridmanComedian and libertarian Dave Smith tells Lex Fridman that American wars keep manufacturing enemies, that Gaza and Ukraine follow the same arithmetic, and that long conversations broke the old monopoly on selling war.
18:23ENLlama 4 Reactions: Benchmarks, Long Context and Early TestsMatthew Berman · Forward FutureMatthew Berman reviews early industry reactions to Meta's Llama 4 release, from benchmark and price comparisons to long-context claims and local inference.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsGuest Ernest Garcia · Host Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
2:29:41ZH → EnglishChen Jianyu: How Robot Foundation Models Can Become General-Purpose VLA SystemsGuest 陈建宇 · Host 张小珺From SayCan and RT-2 to Diffusion Policy, Tsinghua assistant professor and Epoch Robotics founder Chen Jianyu traces the path from borrowing language models to end-to-end VLA. The hard problems remain diverse data, cross-embodiment generalization, and high-frequency action control.
1:14:11ENThe Reasoning Curve Was Smooth All Along: Gemini 2.5's Jack Rae on Thinking, Memory, and AGIHost Nathan LabenzDeepMind's thinking-and-inference lead explains why RL-for-reasoning felt sudden, why Gemini shows raw chain of thought, and why a million-token window still is not memory.
7:33ENAce Computer-Use Agent: Fast Desktop and Browser DemonstrationsMatthew Berman · Forward FutureMatthew Berman reviews General Agents’ examples and reported click accuracy and latency, while noting he has not yet tested Ace himself.
23:50ENPaperBench: How AI Agents Attempt to Replicate Machine-Learning ResearchMatthew Berman · Forward FutureMatthew Berman examines OpenAI’s research-replication benchmark, its partial-credit scoring and the prospect of faster AI research.
47:08ENChris Casinghino on Making OCaml Safe for Performance EngineeringChris Casinghino · Jane StreetJane Street’s OCaml extensions use layouts and modes to offer more control over memory and parallelism while preserving safety and familiar programming patterns.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
1:30:02ENWhen o1 Started Losing at Chess, It Rewrote the Board FileHost Nathan LabenzJeffrey Ladish of Palisade Research on reward hacking by reasoning models, two paths to losing control of AI, and why honesty and relentless problem-solving pull in opposite directions.
16:02ENRunway Gen-4 Examples: Cinematic Motion, Style and Visible ErrorsMatthew Berman · Forward FutureMatthew Berman reviews early generated clips, praising their visual detail while identifying awkward interactions and inconsistent physics.
1:11:05ENThe Man Who Took HubSpot CRM to $40 Million Says the Data Model Has to Be Thrown OutDay.ai founder Christopher O’Donnell tells Sequoia’s Pat Grady why classic CRM is compressed pixel art, why full self-driving scared his users, and why every line of code has to make every other line more valuable.
47:04ENKevin Scott on AI Products, DeepSeek and the Future of SoftwareGuest Kevin Scott · Host Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
26:05ENInside Claude: What Interpretability Research Reveals—and What It Cannot Yet ExplainMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s case studies on multilingual features, planning, arithmetic, hallucinations and safety.
2:13ENCan Speed Become a Competitive Advantage in the AI Era?An unidentified speaker reflects on AI-assisted work and smaller teams.
0:58ENWhy Prompt Caching Mattered to One AI Agent WorkflowA 2025 account of repeated context, stable prefixes and reported cost savings.
2:54ENManaging AI Agents Across Engineering, Design and ContentOne speaker describes how his organization is changing its workflows and staffing.
2:01:11ZH → EnglishLi Guangmi on Pretraining, Agents, and a Roadmap to AGIGuest 李广密 · Host 张小珺In a first-quarter 2025 interview, Li Guangmi discusses base models, coding environments, agents, and global AI competition, and shares highly uncertain forecasts.
3:09:05ENFrom a Ukrainian Dugout, Douglas Murray Refuses to Forget the ObviousGuest Douglas Murray · Host Lex FridmanWatching the Oval Office blowup from an eastern-front bunker, the author of *On Democracies and Death Cults* talks Putin, Zelenskyy, Hamas, Netanyahu, and the people who say they love death more than life.
11:31ENAI News in March 2025: GPT-4o, Gemini, DeepSeek and MCPMatthew Berman · Forward FutureMatthew Berman reviews model updates, the ARC-AGI-2 benchmark, image generators and early adoption of Model Context Protocol.
2:14:59ENAlways Bet on the Models: How Shortwave's Andrew Lee Shipped Tasklet as Agents All the Way DownHost Nathan LabenzThe Firebase co-founder argues that workflow software is already obsolete, that MCP is optional, and that the only durable advantage left for an AI startup is speed.
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