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36:07ENTheo on Token Costs, Coding Agents, and the Price of AI CapabilityTheo Browne · Ping LabsA viral estimate of Lauren's AI spending prompts a closer look at cache pricing, benchmarks, and the changing work of coding agents.
30:37ENTheo’s Three Skills for Reviewing and Shipping with Coding AgentsTheo Browne · Ping LabsHow sol-loop, full-send and full-stop encode review, verification and different levels of merge authority.
1:48:29ENHow AI Is Changing Programming: John Crepezzi and Ron MinskyYaron Minsky, John Crepezzi · Jane StreetJane Street’s AI tooling lead and the Signals and Threads host examine agent infrastructure, security, code review and the changing experience of writing software.
1:36:37ENAaron Bauer on Teaching Software Engineering in the Age of AIYaron Minsky, Aaron Bauer · Jane StreetHow learning goals, active practice and editor design shape engineering education when models can generate the code.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyGuest Cliff Weitzman · Host Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
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.
48:03ENCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
1:52:02ENForward Future Live: AI Engineering, Enterprise Agents, Mathematics and AdoptionMatthew Berman, Nick Wentz, Austen Allred, Aaron Levie, Tudor Achim, Ara Kharazian · Forward FutureAusten Allred, Aaron Levie, Tudor Achim and Ara Kharazian join Matthew Berman and Nick Wentz to discuss how AI is changing work and how to measure its use.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
40:24ENMicrosoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.
1:12:58ENChris Lattner on Mojo and the Search for Portable GPU PerformanceYaron Minsky, Chris Lattner · Jane StreetRon Minsky and Chris Lattner discuss the language and compiler design behind Modular’s effort to make accelerator programming both portable and fast.
1:01:00ENv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGuest Martin Casado · Host Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
6:08:48ENNobody Serious Believes Cookie Banners Help AnyoneGuest DHH · Host Lex FridmanLex Fridman talks with David Heinemeier Hansson for six hours about Ruby, Rails, AI, leaving the cloud, Apple's App Store, and why a small company can still refuse other people's money.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
31:03EN21 Ways to Use AI for Coding, Research and Everyday TasksMatthew Berman, Alex · Forward FutureMatthew Berman and editor Alex demonstrate AI workflows for documents, creative work, decisions, travel and reminders.
37:45ENCodex Is a Thought Experiment: What If the Agent Worked on Its Own Computer?OpenAI’s Codex team on training o3 to write mergeable PRs, running four copies of a 1 a.m. bug, and why the product only clicks once you stop pairing and start delegating.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusGuest Varun Mohan · Host Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
33:18ENZuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
1:26:19ENHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
1:25:12ENHe Hasn’t Typed a Line of Code in Months. Here’s How Augment Reads a Million-Line RepoHost Nathan LabenzGuy Gur-Ari, co-founder and chief scientist at Augment, tells Nathan Labenz how coding agents actually work inside messy enterprise codebases.
5:20:08ENThePrimeagen Would Rather Redesign the Room Than Trust WillpowerGuest ThePrimeagen · Host Lex FridmanLex Fridman talks with Michael Paulson about linked lists, Netflix, Neovim, ADHD, addiction, AI, and the night he says God gave him a conscience.
59:46ENIn Young Cho on Trading Research and Finding Signal in Financial DataYaron Minsky, In Young Cho · Jane StreetIn Young Cho and Ron Minsky discuss the blurred lines between trading, research, and engineering, and why machine learning in markets is difficult.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Host Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
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