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No Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
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20VC with Harry Stebbings· Aug 14, 2025Podcast · 3 speakersGPT-5, Palantir and the Economics of AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
1:49:29EN
Lex Fridman· Aug 13, 2025Podcast · 2 speakersChina Is Not Run by One Person. It Is a Mayor EconomyGuest Keyu Jin · Host Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
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Cognitive Revolution "How AI Changes Everything"· Aug 13, 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanHost Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
57:52EN
Unsupervised Learning: With Jacob Effron· Aug 13, 2025PodcastThey Aimed for 1%. The Lab Hit 20%. Chai Discovery Moved Antibody Design Onto the Computer.Host Jacob EffronJoshua Meier on three waves of AI drug discovery, why Chai-2 behaves like Photoshop for molecules, and why a 1% hit rate was supposed to be enough to change the industry.
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Matthew Berman· Aug 13, 2025AI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
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Sequoia Capital· Aug 12, 2025PodcastHe Couldn't Ask His Grandfather What to Do, So He Built a Digital MindOn Sequoia's Training Data, Delphi founder Dara Ladjevardian explains how authorized digital minds turn people into conversational media without replacing them.
10:09ENMatthew Berman· Aug 12, 2025Matthew Berman on Emotional Attachment to AI After GPT-5’s LaunchMatthew Berman · Forward FutureThe 2025 GPT-5 rollout prompted debate about attachment to older models, sycophancy and the effects of AI companionship.
1:22:51EN20VC with Harry Stebbings· Aug 11, 2025Podcast · 2 speakersMartin Mignot on Index Ventures, Revolut and Investing in FoundersGuest Martin Mignot · Host Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENCognitive Revolution "How AI Changes Everything"· Aug 9, 2025PodcastSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringHost Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
15:08ENMatthew Berman· Aug 8, 2025GPT-5 at Launch: Routing, Coding, Benchmarks and ReliabilityMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s 2025 GPT-5 release, its unified ChatGPT experience, benchmark claims and the limitations of model evaluations.
1:10ENMatthew Berman· Aug 8, 2025Testing a GPT-5-Generated Rubik’s Cube SimulatorMatthew Berman · Forward FutureMatthew Berman prompts GPT-5 to build a Three.js cube simulator and tries its scramble and solve controls at several sizes.
1:43:51ENMatthew Berman· Aug 8, 2025GPT-5, Cline and SWE-bench: How to Judge AI Coding AgentsMatthew Berman, Matt Wolfe, Ray Fernando, Saoud Razwan, Nick, Ofir, Carlos, John, Kilian · Forward FutureMatthew Berman and guests discuss early GPT-5 impressions, the economics of Cline, and why coding benchmark results depend on the evaluation setup.
1:28:36EN20VC with Harry Stebbings· Aug 7, 2025Podcast · 4 speakersFigma’s IPO, Executive Pay and the Price of AI GrowthGuest Brian Halligan, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 7, 2025Podcast · 2 speakersA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
25:24ENMatthew Berman· Aug 7, 2025GPT-5 Tested on Coding, Simulations and Multimodal TasksMatthew Berman · Forward FutureMatthew Berman tries browser applications, visual simulations and image prompts, showing both successes and defects in his early hands-on tests.
1:45:00ENCognitive Revolution "How AI Changes Everything"· Aug 6, 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyHost Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:01:00ENSequoia Capital· Aug 5, 2025Podcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
1:01ENMatthew Berman· Aug 5, 2025OpenAI’s gpt-oss Release and a Coding BenchmarkMatthew Berman · Forward FutureMatthew Berman introduces two open-weight models and reviews a Codeforces comparison from the launch.
10:28ENMatthew Berman· Aug 5, 2025OpenAI’s gpt-oss Models: Open Weights, Benchmarks and SafetyMatthew Berman · Forward FutureMatthew Berman reviews the 120b and 20b models, local deployment claims, selected evaluations and the scope of OpenAI’s safety testing.
3:13ENMatthew Berman· Aug 5, 2025Claude Opus 4.1: Anthropic’s August 2025 Benchmark UpdateMatthew Berman · Forward FutureMatthew Berman reviews the model’s reported coding, reasoning and tool-use results, including one benchmark that declined.
1:30:36EN20VC with Harry Stebbings· Aug 4, 2025Podcast · 2 speakersMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGuest Miles Dieffenbach · Host Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:27:01ENCognitive Revolution "How AI Changes Everything"· Aug 2, 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToHost Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12EN20VC with Harry Stebbings· Jul 31, 2025Podcast · 3 speakersApple, 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.Load moreShowing 24 of 3,117