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2:04:27ENA 10% Chance of an AI-Enabled Coup in the Next 30 YearsHost Nathan LabenzTom Davidson maps three ways superintelligent systems could help a head of state or a lab CEO lock in power—and argues the window for building safeguards is short.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
42:12ENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentHost Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.
13:13ENEarly Nano Banana Image Editing Examples and a Hands-On TestMatthew Berman · Forward FutureMatthew Berman examines selective edits, photo restoration and image composition, then tries several prompts in LM Arena.
1:51:24ENFrontier AI Insiders Don't Trust Regulators. A Berlin Group Built Them an Anonymous Off-RampHost Nathan LabenzKarl Koch of the AI Whistleblower Initiative on gray-zone fears, retaliation, and a Tor-based way to ask for help before you decide anything.
30:05EN100 Signups, 95 Drop-offs: How Gamma Turned AI Slides Into a $50 Million BusinessGamma founder Jon Noronha tells Sequoia's Training Data how a park-bench idea, image models, and relentless A/B testing built a cash-flow-positive visual storytelling platform.
1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityGuest Anton Osika · Host Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:09:11ZH → EnglishGuang Mi on the Diverging Paths of Large Models, AI Products, and the Startup WindowGuest 广密 · Host 张小珺Guang Mi reviews how model companies are splitting into different strategies, the brand moat around ChatGPT, and new opportunities opened by products such as Claude Code. He believes the window for AI startups is shrinking, but great product experiences, sound team judgment, and non-consensus innovation can still create room to win.
13:30ENHow AlphaGeometry Combines Logical Proof with Creative ConstructionAleph0Aleph0 explains how a symbolic geometry solver gets surprisingly far without AI, and how a language model supplies the auxiliary constructions that take it to Olympiad level.
1:48:49EN$500, 2,000 Steps, and a Vending Machine: Grok 4 Profited, Claude Called the FBIHost Nathan LabenzAndon Labs put frontier models in charge of simulated and real vending machines to see what breaks when nobody is in the loop.
47:18ENThe 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.
1:34:20ENGPT-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.
1:49:29ENChina 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.
3:17:35ENTen 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.
57:52ENThey 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.
39:06ENHe 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 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.
1:22:51ENMartin 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.
1:14:05ENSullivan 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.
1:10ENTesting 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.
1:43:51ENGPT-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.
1:28:36ENFigma’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.
45:17ENA 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.
25:24ENGPT-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.
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