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1:26:40EN
20VC with Harry Stebbings· Nov 20, 2025Podcast · 4 speakersAI Coding Valuations, NVIDIA Risk and the Future of Private MarketsGuest Tomasz Tunguz, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Tomasz Tunguz, Jason Lemkin and Rory O’Driscoll debate coding tools, infrastructure risk, venture financing and secondary liquidity.
39:16EN
No Priors: AI, Machine Learning, Tech, & Startups· Nov 19, 2025Podcast · 2 speakers500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotHost Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
41:36EN
Sequoia Capital· Nov 18, 2025PodcastFour Months to Drive Tokyo: How Wayve Bet the Company on One End-to-End NetworkWayve CEO Alex Kendall tells Sequoia’s Training Data why AV 2.0 ditches HD maps and hand-written stacks for a foundation model that can adapt to a new car and a new country in weeks.
1:48:46ZH → English
Zhang Xiaojun Podcast· Nov 18, 2025Podcast · 2 speakersLiu Xianming: Removing Language to Bring Physical AI Back to Data and ActionGuest 刘先明 · Host 张小珺Liu Xianming, head of autonomous driving at XPeng, explains why language supervision in VLA training can become an efficiency bottleneck and how he is helping XPeng shift from an autonomous-driving team to a physical AI company. The conversation also covers scaling data, organizational change, production safety, and what comes next for autonomous driving.
1:11EN
Matthew Berman· Nov 18, 2025Gemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.
1:06:06EN20VC with Harry Stebbings· Nov 17, 2025Podcast · 2 speakersAndrew Ng on AI Infrastructure, Open Models and Building Useful ApplicationsGuest Andrew Ng · Host Harry StebbingsThe AI Fund general partner discusses computing constraints, geopolitics, adoption and the economics of AI products.
2:36:55EN
Lex Fridman· Nov 17, 2025Podcast · 2 speakersOne Second of Fuel: David Kirtley on Fusion Power by 2028Guest David Kirtley · Host Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
48:14ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 13, 2025Podcast · 2 speakersA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeHost Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
1:17:11EN20VC with Harry Stebbings· Nov 13, 2025Podcast · 3 speakersAI Defensibility, Venture Risk and the Difficulty of Timing a ShortGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate fast-moving AI markets, investment risk and how founders approach fundraising.
10:45ENMatthew Berman· Nov 13, 2025World Labs Marble: Generate and Edit Navigable 3D WorldsMatthew Berman · Forward FutureMatthew Berman demos Marble’s multimodal inputs, scene editing and 3D navigation, including an attempt to recreate his office from one image.
1:11:18EN
Cognitive Revolution "How AI Changes Everything"· Nov 12, 2025PodcastHe Got Bored Five Minutes Into a Waymo. Nathan Labenz Says That's the PointHost Nathan LabenzOn a crossover with the Existential Hope podcast, the Cognitive Revolution host argues that the scarcest resource in AI is a positive picture of daily life, not another doom scenario.
47:43EN
Jane Street· Nov 11, 2025Making GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin de Zahr, Sylvain Gugger · Jane StreetTwo Jane Street speakers explain how to diagnose idle GPUs, reduce memory traffic and build a parallel reduction kernel.
43:38ENSequoia Capital· Nov 11, 2025PodcastA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:26:42EN20VC with Harry Stebbings· Nov 10, 2025Podcast · 2 speakersEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsGuest Everett Randle · Host Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
1:55:12ENCognitive Revolution "How AI Changes Everything"· Nov 8, 2025Podcast28,000 Documents, a 3B Model, 22 People: The Technical Ledger of Catholic AIHost Nathan LabenzLongbeard CEO Matthew Harvey Sanders tells The Cognitive Revolution how a mission-driven team is aligning models to the Catholic magisterium — and why fine-tuning was not enough.
2:07:36ENMatthew Berman· Nov 8, 2025AI Agents, Video Creation and Chipmaking: Forward Future LiveMatthew Berman, Nick Wentz, Alex Mashrabov, Ben Goodger, João Moura, Jeff Koch · Forward FutureA November 2025 livestream brings together leaders from Higgsfield, OpenAI and CrewAI, plus a semiconductor analyst, to discuss AI products and infrastructure.
17:03ENMatthew Berman· Nov 7, 2025AI News: Google’s Space Data Center Study, AI Deals and New Media ModelsMatthew Berman · Forward FutureMatthew Berman reviews a proposed space-based computing system, reported AI infrastructure deals, new image and video models, and a dispute over shopping agents.
1:00:26ENSequoia Capital· Nov 6, 2025PodcastSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:11ENNo Priors: AI, Machine Learning, Tech, & Startups· Nov 6, 2025Podcast · 2 speakersSnowflake'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.
1:18:47EN20VC with Harry Stebbings· Nov 6, 2025Podcast · 3 speakersNavan’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.
2:27:18ENCognitive Revolution "How AI Changes Everything"· Nov 5, 2025PodcastTurn 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.
59:03EN20VC with Harry Stebbings· Nov 3, 2025Podcast · 2 speakersJoelle 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.
1:50:53ENCognitive Revolution "How AI Changes Everything"· Nov 2, 2025PodcastShe 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.
1:58:53ENMatthew Berman· Nov 1, 2025Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.Load moreShowing 24 of 2,874