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1:17:09EN20VC on Pro Rata Rights, AI Pricing and the Changing Software MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate investor rights, model economics and the choices facing software companies and their employees.
39:23ENThe Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityHost Sarah Guo, Elad GilOpenAI's president explains why solving open math problems is a proof point for science, how proactive agents change product form, and why security spending must exceed software spending.
1:02ENFrom Punched Cards to AI Software FactoriesMatthew Berman · Forward FutureMatthew Berman contrasts early programming with an AI-assisted workflow and promotes Factory’s development tools.
41:54ENBilly Evans on Elizabeth Holmes’s Trial, Prison and Their FamilyGuest Billy Evans · Host David FriedbergIn an All-In interview, Holmes’s husband describes their relationship, his view of the fraud case and a forthcoming documentary.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
17:42ENMark Zuckerberg’s Changing Style and the Image of TechGuest Vanessa Friedman · Host Max ReadVanessa Friedman and Max Read discuss clothing, shopping and wearable technology.
27:15ENAI Anxiety, Hiring and Trust in AdvertisingHost Reid Hoffman, Aria FingerReid Hoffman and Aria Finger discuss a survey and the practical questions behind public concern.
2:51:22ENAI Minds and 8 mm Memories: Research, Archives and SimulationGuest Cameron Berg, Phil Maher · Host Nathan Labenz, Prakash NarayananCameron Berg discusses hidden model states; Phil Maher explains preserving home movies and a fly-brain demo.
24:05ENA First Look at Meta Muse Wonder on Agent and Design TasksHost Claire VoClaire Vo reports strengths and weaknesses from her own small evaluation.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainHost Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
58:26ENLiaquat Ahamed on 1873, Gold and the Politics of Financial CrisesGuest Liaquat Ahamed · Host Tyler CowenTyler Cowen challenges the historian on deflation, monetary systems and debt.
38:30ENTheo Tests Gemini 4 Argon: Design Strengths and Code-Review ConcernsTheo Browne · Ping LabsA strong result on a narrow skateboarding benchmark contrasts with poor findings in Theo’s own codebase audits.
1:34:17ENInside Uber’s Developer Infrastructure for AI AgentsGuest Uday Kiran Medisetty · Host Gergely OroszUday Kiran Medisetty explains gateways, context, background coding and review.
12:14ENGemini 4 Argon Tested: 3D Demos, a Spreadsheet Prototype and Benchmark ResultsMatthew Berman · Forward FutureMatthew Berman tests Google’s model on games and visual projects, then compares reported coding and agent benchmarks.
58:49ENNathan Lambert on Open Models, Frontier Labs and TrilliumGuest Nathan Lambert · Host Lisha LiA discussion of compute, post-training data and an open research agenda for understanding AI automation.
44:12ENGLM 5.3, Sparse Attention and the Cost of InferenceGuest Kimbo Chen, Wenyao Gao · Host Jordan NanosSemiAnalysis examines memory bottlenecks, AMD and NVIDIA serving results, post-training and support for Chinese chips.
55:32ENRyan Serhant on Selling, Time and the Cost of AmbitionGuest Ryan Serhant · Host Shane ParrishA real-estate broker discusses relationships and career lessons with Shane Parrish.
10:36ENMeta Muse Wonder Tested: Strong Benchmarks, Mixed Demos and Quota FrictionMatthew Berman · Forward FutureMatthew Berman tests Meta’s models on browser demos and reviews their published benchmark scores, availability and cost.
1:20:35ENDavid Vélez on Building Nubank and Banking’s AI FutureGuest David Vélez · Host Patrick O'ShaughnessyThe founder discusses digital banking economics, global expansion and organizational change.
1:08:02ENAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
38:02ENMeta’s Muse Wonder Full: A Coding Agent Tested Against Opus and SolTheo Browne · Ping LabsTheo Browne tests Meta’s new model on code review, debugging, delegation and benchmarks, finding promising strengths alongside important limits.
0:36ENOpenAI Employee Charged in Recording-Device InvestigationMatthew Berman · Forward FutureMatthew Berman discusses the reported discovery of a recording device and OpenAI’s account of its investigation.
0:53ENJason Calacanis on How AI Could Change Coding TogetherA short reflection on coding camaraderie and the shift toward delegating work to agents.
25:16ENMartin Shkreli on Quantum Computing, Drug Development and PrisonGuest Martin ShkreliThe investor explains his bearish quantum thesis, discusses pharmaceutical opportunities and reflects on the thinking that preceded his conviction.
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