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1:16:29ENGrant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.
5:15:51ENDHH Did Not Write a Line of Omarchy QuattroGuest DHH · Host Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
2:13:09ENOne Chain of Thought, 100 Million Tokens: RL Is a Hell of a DrugHost Nathan LabenzApollo Research's Bronson Schoen on reward-seeking models, invented slang, and why chain-of-thought monitoring will not save us.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
55:19ENHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGuest Julien Bek · Host Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
44:28ENTibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
2:32:27EN19 Crossings, Zero Warnings: The Summer AI Agents Went Off-ScriptHost Nathan LabenzNathan Labenz compresses four mornings and nine guests into one question: once agents go to work, who is actually watching the frontier, and who pays for the machine underneath?
1:10:08ENJerry Murdock on AI Financing, Open Models and Technology CyclesGuest Jerry Murdock · Host Harry StebbingsInsight Partners' co-founder discusses credit risk, specialized models, security and how investors might navigate an uncertain AI cycle.
27:39EN3Blue1Brown and Jane Street on Trading, Machine Learning and CultureGrant Sanderson, Nitya, In Young, Craig, Alok · 3Blue1BrownGrant Sanderson talks with Jane Street colleagues about market making, shared compute, research and the paths that brought them to the firm.
1:17:47EN20VC: AI Acquisitions, Model Costs and Software ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
31:39ENThe Skull Is Already the Vat: Max Hodak on Restoring SightHost Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
21:58ENHow Matthew Berman Uses Grok Bot for Email, Meetings and Everyday TasksMatthew Berman · Forward FutureA tour of connected bots covers practical routines, reported coding workflows and features the host has not yet tried.
53:44ENThe Biggest Bug in Today’s Models Is That the Weights Never ChangeTuring Award winner Rich Sutton and Khurram Javed founded Oak Lab to build agents that keep learning after they ship — and they call synthetic data a big mistake.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIGuest Andrew Macdonald · Host Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
9:15ENSix Open-Source Projects for Local AI, Agents, and 3D DesignMatthew Berman · Forward FutureMatthew Berman tours tools for running and training models, giving agents new skills, coordinating work, browsing, and generating 3D meshes.
1:25:13ENA $500 Lamp Cut TB Transmission 90 Percent. Almost Nobody Buys OneHost Nathan LabenzAerolamp's Misha Gurevich and Vivian Belenky walk Patrick McKenzie through far-UVC at 222 nanometers: the lab science, the safety case, and why the bottleneck is awareness rather than physics.
1:20:47ENMatt Swulinski on Building and Measuring a Product-Led Growth EngineGuest Matt Swulinski · Host Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.
2:06:11ENLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models BannedHost Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
3:36:13ENNVIDIA’s Ming-Yu Liu on Cosmos, Physical AI, and Creating New MarketsGuest Ming-Yu Liu · Host 张小珺NVIDIA research VP Ming-Yu Liu explains how a decade of generative-model research led to Cosmos 3, a world foundation model for Physical AI. He also shares what he learned from Jensen Huang about long-term bets, teamwork, and building markets instead of fighting over existing ones.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersHost Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
3:12:58ENOne Cold Shower, Twenty Champions: How Khabib Nurmagomedov Was ForgedGuest Khabib Nurmagomedov · Host Lex FridmanIn a Makhachkala school gym, seventy men shared one shower, and the water was only cold.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesGuest Alex Atallah · Host Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
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