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27:54ENAI News in December 2024: Genie 2, World Models, MCP and New AI ReleasesMatthew Berman · Forward FutureMatthew Berman surveys early interactive world models, voice and video tools, QwQ, distributed training and Amazon’s Nova announcements.
38:05ENFrom Zero to $20M ARR in Two Months: Bolt's Moat Lives in the BrowserPresenta: Sarah Guo, Elad GilStackBlitz CEO Eric Simons tells No Priors how a five-year WebContainers bet, an open-sourced prompt, and a community of non-coders turned Bolt.new into an overnight full-stack generator.
0:47ENInterview-Based AI Agents and the Limits of Simulating PeopleMatthew Berman · Forward FutureMatthew Berman discusses agents built from interviews and imagines using them to simulate societies.
16:44ENA 2024 Assessment of o1 and ChatGPT ProAn early review compares reported benchmarks with small tests and safety evaluations.
1:01:08ENGeorge Arison on Grindr’s Network, New Products and Lean Operating ModelInvitado: George Arison · Presenta: Harry StebbingsThe Grindr CEO discusses subscriptions, advertising, potential health and travel products, and the management choices behind a small team.
38:48ENWho Wants to Chat With an Expense Report?Ramp CEO Eric Glyman tells Sequoia why the chatbot gold rush missed the point, and why the better analogy for company finance is a Waymo: self-driving money.
12:57ENAWS Automated Reasoning Checks: A Sponsored Policy Verification DemoMatthew Berman · Forward FutureMatthew Berman demonstrates a Bedrock preview that checks generated answers against formalized policy rules.
1:27:33ENA 70B Model Booked Dinner 20% of the Time. MultiOn Took It to 95% in a DayPresenta: Nathan LabenzMultiOn CEO Div Garg returns to The Cognitive Revolution to recap 18 months of agent hype, the AgentQ stack, and why 2025 might still be the year of vertical agents.
2:40ENAI Agent Startups and Focused Product OpportunitiesA 2024 discussion about building useful applications on general AI capabilities.
45:35ENNik Storonsky on Revolut’s Product Bets and Global Banking AmbitionsInvitado: Nik Storonsky · Presenta: Harry StebbingsThe Revolut founder discusses management, banking licenses, product experiments and a possible public listing, as well as his data-driven investment firm.
1:54:44ENPreferences Are Data. The Alignment Target Is Norms.Presenta: Nathan LabenzMIT PhD student Tan Zhi Xuan tells The Cognitive Revolution why role ethics and contractualism should replace preference maximization — and how grid-world agents infer rules from apples left uneaten.
10:20ENHow the Freysa AI Agent Was Persuaded to Release a Crypto Prize PoolMatthew Berman · Forward FutureMatthew Berman examines a 2024 adversarial game in which a misleading message caused an AI agent to approve a 13.19 ETH payout.
1:03ENAnythingLLM’s Community Hub and Local AI Agents on NVIDIA RTXMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman introduces local agent workflows, shared prompts and integrations, with important limits on privacy and performance claims.
48:30ENGuy Podjarny on AI Coding Tools and the Future of Software DevelopmentInvitado: Guy Podjarny · Presenta: Harry StebbingsThe Tessl CEO examines coding assistants, agentic development, security and the business choices surrounding AI.
1:13:21ENKlaus Hommels on Venture Portfolios, European Defense and Backing FoundersInvitado: Klaus Hommels · Presenta: Harry StebbingsThe Lakestar founder explains his concentrated investment style, argues for more European innovation funding and recounts how he backed several prominent companies.
1:03:07ENReasoning Hasn't Budged in Two Years. Dust Still Saved a Customer 8,000 HoursDust co-founders Gabriel Hubert and Stanislas Polu on multi-model agents, refusing to buy GPUs before product-market fit, and the jump from calculator tools to stochastic ones.
54:32ENJason Citron on Discord’s Early Growth and Rethinking DelegationInvitado: Jason Citron · Presenta: Harry StebbingsThe Discord co-founder explains how a game became a chat platform, why he changed product decision-making, and what he learned from executive hiring.
0:40ENHow Might AI and Robots Change Jobs and Prices?Matthew Berman · Forward FutureMatthew Berman imagines automated production and asks what cheaper goods could mean for the job market.
1:24:48ENCanva's AI Features Have Been Used 10 Billion Times. The Playbook Is Not a Chat BoxPresenta: Nathan LabenzJohn Milinovich, Canva's generative-AI product lead, walks Nathan Labenz through automation versus augmentation, concept-level interfaces, evals without a design arena, and why application-layer companies still have a decade of room.
1:22:59ENDan Fougere on Building Datadog’s Sales Motion and Protecting PriceInvitado: Dan Fougere · Presenta: Harry StebbingsThe former Datadog CRO explains qualification, enterprise sales, discount discipline and the people behind a repeatable process.
12:16ENAI News in November 2024: Figure Robots, FLUX Tools and Quantum Error DetectionMatthew Berman · Forward FutureMatthew Berman surveys a week of announcements, from image-editing controls and long-context models to conversational agents and quantum computing.
1:49:41ENA Team of Fifteen Matched Meta’s Post-Training on Meta’s Own BasePresenta: Nathan LabenzNathan Lambert walks through Tulu 3: the three-stage recipe, the 1 percent versus 14 percent lesson, and why open post-training now lives or dies on data and evals.
44:16ENCohere's Aidan Gomez: The Model Curve Is Flattening, and $20 Million Now Buys GPT-4Presenta: Sarah Guo, Elad GilThe Attention Is All You Need co-author tells No Priors why enterprises should stop waiting for the next model and start putting today's models into production.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing FoundersInvitado: Cem Sertoglu · Presenta: Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
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