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20VC with Harry Stebbings· Nov 27, 2025Podcast · 3 speakersAnthropic’s Financing, NVIDIA’s Chip Risks and the Enterprise AI RaceGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss infrastructure commitments, customer-support software, AI marketing and IPO valuations.
19:31ENFigure AI Safety Lawsuit: A Former Engineer’s Allegations and the Robot Safety DebateMatthew Berman · Forward FutureMatthew Berman reviews a wrongful-termination complaint and discusses the risks of humanoid robots working near people.
1:04:50EN
Cognitive Revolution "How AI Changes Everything"· Nov 25, 2025PodcastUseful AI Work Is Doubling Every Four Months. Schools Should Plan Accordingly.Host Nathan LabenzIn a keynote to K-12 educators, Cognitive Revolution host Nathan Labenz argued that task length, not chat quality, is the number that should reshape how schools think.
1:18:29EN20VC with Harry Stebbings· Nov 24, 2025Podcast · 2 speakersBase44 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.
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.
1:41:34ENCognitive Revolution "How AI Changes Everything"· Nov 20, 2025PodcastChat 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.
1:26:40EN20VC 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.
1:11ENGemini 3's Launch: Benchmarks, Antigravity, and AgentsMatthew Berman · Forward FutureMatthew Berman summarizes Google's November 2025 model launch and its developer and assistant demos.
1:06:06EN20VC 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.
10:45ENWorld 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.
1:11:18ENCognitive 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.
47:43ENMaking GPU Training Faster: Pipelines, Fusion and Custom KernelsCorwin · 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.
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.Load moreShowing 24 of 2,427