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1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyGuest Mike Mignano · Host Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGuest Clay Bavor · Host Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipHost Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreHost Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGuest Anthony Kaldellis · Host Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
0:42ENMatthew Berman's Concern About Access to Frontier AIMatthew Berman · Forward FutureIn a short commentary, Berman argues that restricted model access could disadvantage startups and slow US innovation.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
12:26ENHermes Agent: Hosted Setup, Skills, Scheduled Tasks and TelegramMatthew Berman · Forward FutureIn a sponsored June 2026 tutorial, Matthew Berman demonstrates a managed Hermes installation and explores its tools, memory and messaging integrations.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:57:46EN30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingHost Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
1:02ENAnthropic Accuses Alibaba-Linked Operators of Distilling ClaudeMatthew Berman · Forward FutureMatthew Berman discusses a 2026 allegation, restrictions on advanced models and his prediction about identity checks.
36:19ENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsHost Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
15:03ENClaude Tag and the Risk of Locking Company Context into an AI ProviderMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s Slack-based assistant and argues that shared AI workers could reshape software, competition and control of organizational knowledge.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
0:52ENA 12-Day Codex Run to Build an Excel CloneMatthew Berman · Forward FutureMatthew Berman describes giving Codex a brief goal and manually stopping it after more than 12 days, then demonstrates the resulting spreadsheet.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
49:05ENJason Yuan on Hivemind, Social AI and the Risks of Sharing Between FriendsGuest Jason Yuan · Host Ellis HamburgerThe founder describes an AI that asks people in a network for answers, creates opportunities for connection and must navigate imperfect privacy safeguards.
15:12ENTwelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.
2:29:20ENThe Market Will Not Choose an Honest ModelHost Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsGuest Nikesh Arora · Host Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
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