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2:01:42ENHe Put 40 Percent on AI Takeover in Two Years, Then Bought a Bio ShelterHost Nathan LabenzRedwood Research's Josh Clymer walks through a disturbingly grounded story of how a misaligned model could seize a lab, a biosphere, and a civilization before 2027.
0:34ENDeepSeek-Prover-V2 and Its Formal Math ResultsMatthew Berman · Forward FutureMatthew Berman highlights DeepSeek’s reported theorem-proving results on miniF2F, PutnamBench and formalized AIME problems.
1:00ENA Vision of AI Agents Taking On Business LogicMatthew Berman · Forward FutureMatthew Berman explains a prediction that agents could turn natural-language requests into actions on business data.
0:49ENCopilot in Excel and the Idea of Agent-Driven AnalysisSatya Nadella, Matthew Berman · MicrosoftMatthew Berman reacts to a short clip of Microsoft CEO Satya Nadella discussing Copilot as a data-analysis aid.
1:28:17ENSeries A and B Investing in an AI Market: Risk, Liquidity and TimingGuest Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
33:18ENZuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleGuest Tim Sweeney · Host Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
51:19ENSal Khan's $15 Tutor Hit 1.4 Million Users. Making Kids Actually Use It Is the ProductHost Jacob EffronThe Khan Academy founder tells Redpoint why an AI tutor still cannot teach most students alone, and why districts are paying $15 a year after an $86 billion tutoring hangover.
27:20ENDario Amodei’s Case for Urgent AI Interpretability ResearchMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s interpretability work, experimental safety findings and the debate over how quickly understanding can advance.
14:04ENQwen3: Open Weights, Adjustable Reasoning and Tool UseMatthew Berman · Forward FutureMatthew Berman reviews the April 2025 Qwen3 family, its benchmark claims, training pipeline and local demonstration.
55:40ENTo Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsGuest Taavet Hinrikus · Host Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Host Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
34:07ENOla Källenius on Mercedes-Benz’s Next Transformation: EVs, AI, and Modern LuxuryGuest Ola Källenius · Host 张小珺Mercedes-Benz CEO Ola Källenius describes a century-scale shift driven by zero-emission powertrains, software, and AI. He explains why the company is expanding electric models while protecting the craftsmanship, safety, and desirability that define its luxury position.
5:13ENHow Jane Street’s Accounting Team WorksCarmen, Ava, Hannah · Jane StreetAccounting staff describe shared responsibilities, automation, early involvement in decisions and growth in a flat organization.
19:06ENSleep-Time Compute: Preparing AI Context Before a QuestionMatthew Berman · Forward FutureMatthew Berman reviews a 2025 paper on moving some reasoning ahead of a user query, and explains where its experiments found benefits and limits.
30:46ENDeep Research Turned Web Browsing into a Trainable ProblemHost Sarah Guo, Elad GilOpenAI researcher Isa Fulford explains why a side project on read-only synthesis became an agent, when reinforcement fine-tuning is worth it, and why models will hack the search engine you gave them.
1:26:55ENVenture Liquidity, Endowments and AI Investing in 2025Guest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
3:04:01ENXi Jinping Revived China's Personality Cult. He Did Not Revive Mao's Chaos.Guest Jeffrey Wasserstrom · Host Lex FridmanHistorian Jeffrey Wasserstrom on Confucius, Tiananmen, censorship, the 2025 trade war, Hong Kong's warning to Taiwan, and why history has no straight road.
2:10:07ENA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearHost Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.
26:35ENTesting Gemini 2.5 Flash on Coding and Video UnderstandingMatthew Berman · Forward FutureMatthew Berman compares Google’s faster model with Gemini 2.5 Pro through interactive simulations, games and questions about a long video.
45:30ENA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
3:08:35ENo3 isn't AGI. Zvi Mowshowitz still put p(doom) at 70 percentHost Nathan LabenzOn his ninth visit to The Cognitive Revolution, Zvi Mowshowitz argues that OpenAI's o3 is a tool-use leap rather than AGI, then explains why he raised the probability of AI catastrophe anyway.
1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingGuest Jason Wilk · Host Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
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