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42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsHost Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
2:59:44ENTwo Endangered Languages Broke Transformers. Nested Learning Gave Models a Sleep Button.Host Nathan LabenzGoogle researcher Ali Behrouz tells Nathan Labenz how stacking update frequencies — not just layers — and an offline sleep phase could give language models genuine continual learning.
1:13:33ENA Trillion Tokens Later, the Concept Finally Lands: Łukasz Kaiser on What Transformers Still MissHost Jacob EffronThe Attention Is All You Need co-author tells Unsupervised Learning that transformers will probably keep winning — and that they still do not learn the way people do.
40:22ENBuilding Gets Easier Near AGI. Knowing What to Build Does Not.Listen Labs CEO Alfred Wahlforss on AI interview agents, a 30-million-person audience, and why transcripts beat credit-card data when you need to predict customers.
38:50ENCan AI Help Less Experienced Engineers Grow?TheoTheo discusses coding assistants, team coordination and the difference between learning with AI and blindly relaying its output.
56:10ENReid Hoffman Pledged a Billion to Free DeepMind. Hassabis Never Played the CardHost Jacob EffronSebastian Mallaby's biography of Demis Hassabis, discussed with Jacob Effron, is a story of a founder who tried to stop the AI race and then became one of its central players.
1:14:12ENBrendan Foody on Mercor, AI Data and the Future of WorkGuest Brendan Foody · Host Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
1:34:36ENNate Foster: Treating the Network as a ProgramYaron Minsky, Nate Foster · Jane StreetFrom programmable switches to BGP, a programming-languages researcher explains how higher-level policies and formal models can make networks easier to change.
2:33:35ENA security researcher audits the AI stack that booked a week of guestsHost Nathan LabenzNathan Labenz walks Daniel Miessler through a 1GB second brain, two named AI employees, and the blast-radius rules that should govern them.
32:30ENTheo Reviews DeepSWE and the Limits of Coding BenchmarksTheoAn investor in DataCurve examines its coding benchmark, the results shown in the video and their limitations.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIGuest Nico Laqua · Host Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
2:53:42ENThe Moon Is Falling. It Just Keeps Missing.Guest Biggest Mysteries in Physics · Host Lex FridmanFermilab physicist Don Lincoln tells Lex Fridman that the history of physics is a history of unification, and that antimatter, dark energy, and a theory of everything still sit far beyond the experiments we can run.
1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesHost Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
2:34:17ENMatthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.
47:33ENHow Theo’s AI Coding Workflow ChangedTheoA walkthrough of remote agents, project context, short prompts, verification and pull-request decisions.
1:41:58ENA thousand people on guard, a million in the sprintHost Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.
45:33ENCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
37:56ENClaude Code, Codex, and Cursor: Three Approaches to AI CodingTheo Browne · T3Theo compares terminal-first coding agents, local verification, cloud execution, and the trade-offs behind their interfaces.
31:22ENCursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.
1:07:45ENAndrew Feldman on AI Chips, Data Centers and Compute DemandGuest Andrew Feldman · Host Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
37:30ENCursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.
2:13:11ENThe Models Understand Shutdown. They Just Don't Care.Host Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AIGuest Chad Peets, Chris Degnan · Host Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
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