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22:48ENMatthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.
10:27ENClaude Opus 4.5: Launch Benchmarks, Pricing and Tool UseMatthew Berman · Forward FutureMatthew Berman reviews Anthropic’s November 2025 release, its coding benchmarks and developer tools, while comparing it with contemporary models.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionGuest Maor Shlomo · Host Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
17:51ENGemini 3 Browser Demos: Voxel Art, Simulators and a Board GameMatthew Berman · Forward FutureMatthew Berman demonstrates a collection of AI-assisted creative applications, from animated voxel art to interactive simulations.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
10:36ENForward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.
1:41:34ENChat Is the Universal Interface—and Often the Worst OneHost Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
1:26:40ENAI 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.
12:47ENGemini 3 Pro's Launch: Industry Reactions, Benchmarks and Google AntigravityMatthew Berman · Forward FutureMatthew Berman reviews early reactions to Gemini 3, from benchmark gains and coding demos to the economics of Google's AI stack.
39:16EN500 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.
11:56ENGemini 3 Pro: Benchmarks, Video Understanding and Google’s Agent ToolsMatthew Berman · Forward FutureMatthew Berman reviews Google’s November 2025 launch, exploring model benchmarks, a video demonstration, Search interfaces, Antigravity and Gemini Agent.
41:36ENFour 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 → EnglishLiu 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.
1:11ENGemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.
1:06:06ENAndrew 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.
2:36:55ENOne 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.
18:04ENAnthropic’s Report on an AI-Orchestrated Espionage CampaignMatthew Berman · Forward FutureMatthew Berman reviews Anthropic’s account of a 2025 cyber-espionage operation, its claimed automation and its limitations.
2:08:20ENAI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
48:14ENA 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.
1:17:11ENAI 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.
10:45ENWorld 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.
1:11:18ENHe 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.
47:43ENMaking 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.
43:38ENA 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.
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