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20:44ENAI News: DeepSeek Reports, OpenAI Disputes and Google’s New ToolsMatthew Berman · Forward FutureMatthew Berman reviews June 2025 reporting on model development, talent moves, trademark and copyright disputes, and new AI products and research.
1:16:16ENNavan, Canva and the AI Investment BoomGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
1:39ENReddit v. Anthropic: Scraping Allegations and the Lawsuit’s ProgressMatthew Berman · Forward FutureMatthew Berman reads from Reddit’s complaint about alleged unauthorized data use; the claims remain disputed as the case proceeds.
14:25ENAI News in June 2025: Gemini Flash-Lite, Video Tools and OpenAI NegotiationsMatthew Berman · Forward FutureMatthew Berman reviews a real-time interface demo, new generative tools, AI hiring and the OpenAI–Microsoft relationship.
20:00ENSam Altman on Meta’s Hiring, GPT-5 and the Future of AIMatthew Berman, Sam Altman, Jack Altman, Andrew Mayne · Forward FutureMatthew Berman examines 2025 interview clips in which OpenAI’s CEO discusses competition for researchers, scientific discovery, robots and new AI hardware. His claims and forecasts are presented in their historical context.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityGuest Rory O’Driscoll, Jason Lemkin, Garrett · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksHost Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesGuest Larry Aschebrook · Host Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:22:59ENCircle’s IPO, Anduril’s Funding and the AI Budget DebateGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss public listings, venture concentration and the outlook for software and Musk’s companies.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearHost Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
0:59ENSatya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
1:00:48ENThe Phrase That Alarms a16z’s AI Policy Chief: “It Only Covers a Handful of Companies”Host Nathan LabenzMatt Perault argues that AI rules should target harmful use, not the science of building models, and that “modest” thresholds can lock in an oligopoly.
1:27:13ENSam Lessin, Jason Lemkin and Rory O’Driscoll Debate DPI and the Future of VentureGuest Sam Lessin, Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsThe investors examine cash distributions versus paper marks, fund size, AI spending and the changing economics of startup investing.
2:12:04ENFrom a Five-Year Phone Queue to 480 Trillion Tokens a MonthGuest Sundar Pichai · Host Lex FridmanSundar Pichai talks with Lex Fridman about Chennai, the AI package, Search, Chrome, Waymo, and why he stayed calm when the headlines said Google was finished.
1:19:24ENOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
2:42:45ZH → EnglishMing Chaoping on Product Management and Building AI AgentsGuest 明超平 · Host 张小珺The YouWare founder discusses user experience, model environments, product judgment and teamwork.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
1:19:29ENChime’s Planned IPO, Venture Liquidity and the Rippling–Deel DisputeGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss late-stage financing, contested litigation and AI software competition.
1:56:42ENDuolingo’s Severin Hacker on AI Tutors, Learning and Building a CompanyGuest Severin Hacker · Host Harry StebbingsThe co-founder explains how Duolingo uses AI, where he sees limits in current tools and why his forecasts about education and work remain uncertain.
1:20:13ENStartup Funding, OpenAI and AI Competition: A Venture Investor RoundtableGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss financing, FTX-related investments, AI business models and the future of work.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New FundGuest Immad Akhund · Host Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
2:02:51ENAt a 60-Person Safety Offsite, Only Four Had Seen Nonprofit OpenAIHost Nathan LabenzFormer OpenAI scientist Steven Adler on the Anthropic split, GPT-4, safety evaluations, and why he filed a brief to keep the company under nonprofit control.
1:19:32ENBenchmark, a16z and the Math of Venture Capital in the AI EraGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate stage focus, large funds and how AI could reshape software and employment.
47:49ENWorkday Is Onboarding AI Agents the Way It Onboards PeopleWorkday CEO Carl Eschenbach on turning a 70-million-person system of record into the ledger for a mixed workforce of humans and digital workers.
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