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1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
15:00ENClaude Code Source Exposure and Lessons About Agent HarnessesMatthew Berman · Forward FutureMatthew Berman discusses the 2026 source-map incident and commentary on instructions, subagents, permissions, compaction and hooks.
37:23ENMarc Benioff on AI Agents, Human Work and Salesforce’s StrategyMatthew Berman, Marc Benioff · Forward FutureSalesforce CEO Marc Benioff discusses Slack as an AI interface, the limits of agent autonomy, workforce changes and safety with Matthew Berman.
49:34ENBrad Lightcap on OpenAI’s Early Years, Agents and the Future of SoftwareGuest Brad Lightcap · Host Jack AltmanThe OpenAI COO traces the shift from research to widely used products and discusses coding, startups, enterprise software and human oversight.
1:44:15ENNathan Labenz's p(doom) Is 10 to 90 Percent. He Is More Optimistic AnywayHost Nathan LabenzFive years ago, expecting AGI by 2035 made you an extremist. On The Intelligence Horizon, the Cognitive Revolution host explains why the same forecast now sounds bearish, and why he still thinks a defense-in-depth strategy might keep society on the rails.
27:15ENMeta-Harness: Searching for Better AI Agent InfrastructureMatthew Berman · Forward FutureMatthew Berman reviews a paper on using a coding agent to iteratively improve model harnesses and discusses its experimental limits.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingGuest Marc Andreessen · Host Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
2:52ENMatthew Berman Ranks Fictional Futures in Film and TelevisionMatthew Berman · Forward FutureA quick, subjective tier list compares science-fiction predictions, from The Matrix and Ex Machina to Her and Black Mirror.
1:56ENMatthew Berman Ranks AI Models: A Personal Tier List from March 2026Matthew Berman · Forward FutureClaude tops Berman’s list, while his views on open-weight models and Llama 4 reflect his own experience and the moment in which he recorded them.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
11:15ENARC-AGI-3: Testing How AI Agents Learn the Rules of Unfamiliar GamesMatthew Berman · Forward FutureMatthew Berman explains ARC’s earlier grid puzzles and plays an interactive ARC-AGI-3 level, then examines early model results. The benchmark tests a specific form of adaptation rather than settling whether a system has general intelligence.
2:35ENMatthew Berman’s Microsoft 365 Copilot Business WorkflowMatthew Berman · Forward FutureIn a Microsoft partnership, Berman describes using Copilot for drafting, an initial contract review and workflow automation, and shares his own time estimates.
1:19:18ENSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
2:19ENHow Matthew Berman Uses Copilot in His Creator BusinessMatthew Berman · Forward FutureIn a Microsoft partnership, Berman describes using Microsoft 365 Copilot Business for research, sponsor email, and first-pass contract review.
41:00ENRon Conway on Angel Investing, Founder Advocacy and the Power of RelationshipsGuest Ron Conway · Host Jack AltmanThe SV Angel founder traces his path from semiconductors to seed investing and explains how he helps founders at critical moments.
46:35ENJon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.
0:49ENMatthew Berman on OpenAI's Sora ShutdownMatthew Berman · Forward FutureA short reaction considers the end of the video app and asks what OpenAI's product focus means for other projects.
1:37:43ENCisco wants two extra network layers so agents can share intentHost Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
58:27ENEven a dumber AI can win science if it never leaves the labGinkgo Bioworks CEO Jason Kelly tells Sequoia why autonomous labs, not smarter models, will change how experimental science gets done.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Guest Jensen Huang · Host Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:40:46ENGive an agent a thousand tools and it will pick the wrong bladeHost Nathan LabenzComposio CTO Karan Vaidya on the tool harness that discovers, authenticates, sandboxes, and rewrites integrations so agents can do whole jobs without drowning in context.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingGuest Shaunt Voskanian · Host Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberHost Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
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