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1:28:12ENApple, Google and the Race to Fund AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseGuest Jack Weatherford · Host Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
8:17ENASI-Arch: An Automated Search for Neural Network ArchitecturesMatthew Berman · Forward FutureMatthew Berman explains a 2025 research system that proposes, trains and evaluates model designs in an iterative loop.
15:30ENQwen3 Tested: Coding Demos, Long Context and Response BehaviorMatthew Berman · Forward FutureMatthew Berman tests generated simulations, political and safety prompts, hand tracking and word puzzles using a hosted Qwen3 model.
11:28ENGLM-4.5: Coding Demos, Model Sizes and Z.ai’s BenchmarksMatthew Berman · Forward FutureMatthew Berman tests interactive applications built with GLM-4.5 and examines Z.ai’s reported comparisons with leading models in July 2025.
30:11ENFrom 12 Percent on AIME to IMO Gold in Two MonthsAlex Wei, Sheryl Hsu, and Noam Brown tell Sequoia's Sonya Huang how a three-person OpenAI sprint used general-purpose reinforcement learning, not Lean, to reach gold-level on the 2025 International Mathematical Olympiad.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGuest Martin Casado · Host Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
58:47ENDaniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
2:14:55ENFrom Character AI to a 1% Warning Shot: Gabriel Weil's Case for Liability as AI GovernanceHost Nathan LabenzA Touro law professor tells Nathan Labenz how negligence, strict liability, and punitive damages could make frontier labs treat public risk as a hit to their own balance sheet.
1:27:41ENRon Minsky on the Saga of Multicore OCaml at Jane StreetYaron Minsky · Jane StreetA production migration exposed garbage-collector regressions, led to a new pacing design, and illustrated the difficulty of turning research into reliable infrastructure.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyHost Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
6:53ENQwen3-Coder: An Open-Weight Coding Model and Its Command-Line AgentMatthew Berman · Forward FutureMatthew Berman examines Qwen’s July 2025 coding model, its training and benchmark results, and tries its command-line tool on a Snake game.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
23:39ZH → EnglishLi Mu: Adding Ten Million Hours of Speech to a Text LLM, Open-Sourcing Higgs Audio李沐 · Boson AILi Mu explains how the team added a huge amount of speech data to text LLM training, built an AudioLLM that can listen and speak, and open-sourced Higgs Audio. He covers architecture trade-offs, token compression, where the data came from, and how to run it on a 3090.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIGuest Demis Hassabis · Host Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
2:27ENWhat Jane Street Interns and Recruiters Say About ApplyingCharlie, Zeki, Kandasamy, Grace, Wes, Nae Nae, Alvin · Jane StreetInterns and recruiters describe the application process, problem-solving interviews, and how they think about finance experience.
37:37ENA dozen people, 28 minutes, and one shared desktopThe OpenAI trio behind ChatGPT Agent explain how Deep Research and Operator became a virtual computer that can reason for half an hour and still ask you before it spends money.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersHost Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:07:41ENEdwin Chen on Building Surge and the Data Behind AI ModelsGuest Edwin Chen · Host Harry StebbingsThe Surge founder discusses a bootstrapped business, training-data quality and the limits he sees in AI benchmarks and synthetic data.
47:05ENLogan Kilpatrick on AI Developers, Interfaces, and the Future of ModelsMatthew Berman, Logan Kilpatrick · Forward FutureIn a July 2025 conversation, Google’s Logan Kilpatrick discusses Windsurf, agent interfaces, coding skills, Veo, and the shifting boundary between models and application scaffolding.
51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI CodingGuest Scott Wu · Host Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfHost Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketGuest Rory O’Driscoll, Jason Lemkin · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
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