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19:43ENJack Wotherspoon on Building a Team of Managed AgentsJack Wotherspoon · Google DeepMindGoogle DeepMind’s Jack Wotherspoon introduces Gemini Managed Agents: cloud sandboxes that let teams run coding and research agents with a single API call. He explains how persistent environments, reusable skills, proxy-injected credentials, schedules, and specialized agents fit together.
15:27ENWhat AI Engineers Do Now: Build the Loop Around AgentsAparna Dhinakaran · Arize AIAparna Dhinakaran argues that AI engineers are moving from shipping individual features to building systems that let agent teams improve them. At Arize, that means tracing agent behavior, evaluating its work against human judgment, and feeding those signals back into an always-on agent.
19:37ENJay Sahnan and Arik Bird on Building Financial Agents for the Whole WebJay Sahnan, Arik Bird · BrowserbaseBrowserbase’s Jay Sahnan and Arik Bird show how browser agents reach financial data hidden behind logins and bot defenses. Their Ramp, Bill, and Stripe examples connect reliable cloud browsers with Stagehand’s more adaptive controls.
29:36ENJane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.
15:48ENInside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.
29:57ENAnthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.
22:48ENMatthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.
17:03ENAI News: Google’s Space Data Center Study, AI Deals and New Media ModelsMatthew Berman · Forward FutureMatthew Berman reviews a proposed space-based computing system, reported AI infrastructure deals, new image and video models, and a dispute over shopping agents.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreeHost Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
27:07ENAfter adding $100 billion a month, Jensen Huang says NVIDIA is selling the data centerHost Sarah Guo, Elad GilSarah Guo and Elad Gil clip their favorite 2024 No Priors conversations into a year-end reel of NVIDIA, Karpathy, Sierra, Sora, Waymo, Figma, and Scale.
27:16ENTudor Brindus on Finding and Reducing System JitterTudor Brindus · Jane StreetA memory ping-pong benchmark reveals how virtualization, interrupts, CPU frequency changes and speculation can disrupt low-latency systems.
23:52ENAI News in September 2024: Compute Clusters, Agents and AI PaymentsMatthew Berman · Forward FutureMatthew Berman reviews early reports on future models, a Minecraft simulation, mixed-reality devices and agent transactions.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
15:58ENElon Musk on Self-Driving, AI Compute and Electricity ConstraintsElon Musk, Matthew Berman · TeslaA 2024 Bosch interview and Matthew Berman’s commentary explore autonomous vehicles, robots and the infrastructure needed for AI.
26:02ENMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesHost Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomHost Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
15:43ENInside RIDER: The Rugged Black Box Behind MIT's Large-Scale Driving StudyGuest MIT-AVT · Host Lex FridmanA walkthrough of the data-collection device MIT-AVT uses to record drivers and vehicles in semi-autonomous cars month after month.
17:19ENFrom Atoms to Data Centers: How a Modern Processor Finds Parallelism in a Serial ProgramGuest Jim Keller · Host Lex FridmanJim Keller walks through the layers of abstraction in computer design, from transistors to out-of-order execution, branch prediction and deterministic answers.









