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42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeHost Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of VentureGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
2:27:18ENTurn Down AI's Deception Knob, and It Starts Reporting ExperienceHost Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AIGuest Joelle Pineau · Host Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstationHost Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
2:45:26ENDan Houser on Fake Worlds You Want to Live InGuest Dan Houser · Host Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorHost Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
17:06ENAI News: 1X Neo, Extropic’s TSU, MiniMax M2 and Cursor 2Matthew Berman, Matt Garman · Forward FutureMatthew Berman reviews home robotics, emerging compute hardware, model releases and Amazon job cuts in an October 2025 news roundup.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
55:03ENNeil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledHost Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32ENMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGuest David Cahn · Host Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
2:14:35ENOptical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Host Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareHost Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
44:10ENOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollGuest Alex Bouaziz · Host Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
19:38ENAndrej Karpathy’s AGI Timeline, Learning Ideas and Critique of Coding AgentsMatthew Berman · Forward FutureMatthew Berman examines Karpathy’s 2025 arguments for a decade of agents, new learning approaches and closer human oversight of AI coding.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIHost Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGuest Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
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