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1:44:28ENFable launch week: a model that refuses, a two-year alignment clock, and a Twitter account handed overHost Nathan LabenzNathan Labenz’s AI in the AM highlights reel from June 2026 covers Anthropic’s new frontier model, the founding of Sequent, and a week that settled one argument: AI is not slowing down.
1:06:36ENBills Doubled Overnight. Next, the APIs Might Vanish.Host Jacob EffronSix months after their last roundup, Ari Morcos and Rob Toews tell Jacob Efron why coding agents finally work, why near-frontier open weights may have peaked, and why a compute famine could pull the plug on public APIs.
1:15:56EN20VC on IPO Expectations, Lean AI Startups and Investor RiskGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, AI company economics and the changing cost of building a startup.
51:09ENBuild like the model will eat your harness in a yearLogan Kilpatrick, who leads Google AI Studio and the Gemini API, tells Sequoia's Sonya Huang why agent scaffolding is a 12-month asset, why coding already feels like narrow superintelligence, and why Google is optimizing for outcomes instead of eyeballs.
1:45:59EN87% of Workers Use AI. Only 13% Say the Company Got Better.Host Nathan LabenzGlean’s Work AI Index names the missing hours: botsitting, botshitting, and a hamster wheel of polished nonsense.
1:21ENHiggsfield Supercomputer: An Espresso Video PromptMatthew Berman · Forward FutureMatthew Berman demonstrates a workflow that uses a reference video and a prompt to create an advertisement.
41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
10:08ZH → EnglishXiaokuai’s Road-Rage Story: Luo Yonghao and Guests Turn Backing Down Into ComedyGuest 小块 · Host 罗永浩A car going the wrong way, a spit-covered window and a “happier person yields” principle become a comic argument about reason and self-justification.
12:59ENCoding-Agent Loops: Triggers, Goals and the Cost of RepetitionMatthew Berman, Boris Cherny · Forward FutureMatthew Berman explains event-triggered and scheduled agent workflows, shows examples in Cursor and Claude Code, and considers their limits.
28:16ENClaude Fable 5 and Mythos 5: Matthew Berman Reviews Long-Running Coding WorkMatthew Berman · Forward FutureAn early Fable 5 user examines Anthropic’s benchmarks, safety controls, pricing and coding workflows, then demonstrates a Rubik’s Cube and a fluid simulation.
0:16ENA Skit About Trying to Keep Up With AI NewsMatthew Berman · Forward FutureMatthew Berman jokes about the feeling of catching up just as another coding-agent discussion appears.
1:14:30ENRoman Chernin on AI Compute Demand, Inference and InfrastructureGuest Roman Chernin · Host Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42ENJacob Lauritzen on AI Engineering, Legal Work and Building LegoraGuest Jacob Lauritzen · Host Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:22:36ENA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesHost Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
44:52ENAnthropic’s Recursive Self-Improvement Report: Evidence, Limits and a Debate Over Slowing AIMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s 2026 claims about AI-assisted development, research benchmarks and possible paths to autonomous self-improvement.
1:39:00EN20VC on AI Financing, Token Budgets and the Cost of Startup IntensityGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
1:31:56ENWhen AI Builds Itself: Anthropic’s Recursive Improvement Essay and Its LimitsMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s internal coding and research claims, questions its proposed slowdown, and considers what autonomous AI development could mean.
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.
0:47ENCognition's AI Productivity Guarantee for DevinMatthew Berman · Forward FutureMatthew Berman discusses a 2026 enterprise offer that compares estimated engineering value with the cost of using Devin.
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.
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.
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