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5:06:18ENDeepSeek's $5 million training claim and the five-year bet on computePresenta: Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
9:58ENMatthew Berman Tests o3-mini on Games, Puzzles and Web SearchMatthew Berman · Forward FutureA 2025 hands-on test finds working game prototypes and several successful answers alongside a delayed Tetris row, an ambiguous puzzle and a search configuration mistake.
6:44ENTesting DeepSeek Janus-Pro for Image Understanding and GenerationMatthew Berman · Forward FutureMatthew Berman tries the 7B multimodal model on diagrams, memes and image prompts using a sponsored cloud GPU demonstration.
24:22ENDario Amodei on DeepSeek, AI Costs and Chip Export ControlsMatthew Berman, Jonathan Ross, David Sacks · Forward FutureMatthew Berman examines the Anthropic CEO’s 2025 essay, the limited evidence behind distillation allegations and the economics of model training.
57:31ENTS Anil on Monzo’s Turnaround, Product Strategy and Global AmbitionsInvitado: TS Anil · Presenta: Harry StebbingsThe Monzo CEO explains how the bank addressed interlocking funding and control problems, built a diversified revenue model and is thinking about expansion.
9:58ENOpenAI o3-mini Launch: Reasoning Effort, Benchmarks and a Snake TestMatthew Berman · Forward FutureIn January 2025, Matthew Berman reviews OpenAI’s reported results and tries two coding examples with different reasoning settings.
15:22ENo3-mini’s Early Results and the Rhetoric of an AI RaceA launch-day look at benchmarks, safety evaluations, and the pressures of competition.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedPresenta: Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
57:11ENA Million Tokens Cannot Write a Good JokePresenta: Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
7:41ENCES 2025 and Running DeepSeek R1 Distills on an RTX 5090Matthew Berman · Forward FutureMatthew Berman tours AI demonstrations at CES and runs two quantized DeepSeek R1 distilled models locally on an NVIDIA GPU.
1:50ENFive AI Trends Discussed by Coveo’s Sébastien PaquetMatthew Berman · Forward FutureMatthew Berman summarizes a 2025 interview on production systems, smaller models, agents and trust.
0:52ENGenie 2 Generates Interactive Worlds for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why Google DeepMind’s image-conditioned world model could help researchers create environments for agents, while the early demonstrations have clear limits.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xPresenta: Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI InfrastructureInvitado: Jonathan Ross · Presenta: Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
5:27ENWays to Try DeepSeek R1: Hosted and Local Distilled ModelsMatthew Berman · Forward FutureMatthew Berman demonstrates DeepSeek chat, Groq’s hosted distill and a local model in LM Studio.
20:34ENDeepSeek R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines 2025 reactions to DeepSeek, from training efficiency and market losses to open weights, privacy and the possibility of a demand rebound.
52:30ENMove 37 looked like a bug. LLMs still need their AlphaZero momentIoannis Antonoglou, from AlphaGo to Reflection AI, on self-play, reliability, and why compute can still buy intelligence.
16:45ENDeepSeek-R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines the January 2025 reaction to an open-weight reasoning model, disputed cost claims and competing views of future demand for AI chips.
1:04:04ENWayne Ting on Turning Lime Around, One Operational Detail at a TimeInvitado: Wayne Ting · Presenta: Harry StebbingsLime’s CEO explains how vehicle durability, battery swapping and local operations reshaped its economics, and reflects on crisis leadership and recovery.
3:45:44ENDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesInvitado: Marc Andreessen · Presenta: Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.
14:55ENHow the Industry Reacted to OpenAI Operator in 2025Matthew Berman · Forward FutureMatthew Berman reviews early views on browser agents, their limitations, competing projects and examples of delegated tasks.
1:48:20ENFrom 15% to 70% on Right-or-Wrong Scores: DeepSeek-R1 Laid Reinforcement Learning's Cards on the TablePresenta: Nathan LabenzOn Inauguration Day 2025, DeepSeek and Moonshot dropped reasoning-model results that Nathan Labenz reads as proof the reinforcement-learning recipe is simple, public, and still climbing.
1:12:04ENCarlos Delatorre on Hiring Salespeople and Building a Repeatable PipelineInvitado: Carlos Delatorre · Presenta: Harry StebbingsThe Harness CRO explains why account executives should prospect, how he structures a weekly pipeline routine, and how sales leaders can train and evaluate their teams.
37:58ENThe Forest Will Burn. The Only Question Is on Whose Terms.Presenta: Sarah Guo, Elad GilConvective Capital’s Bill Clerico walks through why California’s wildfires reached a crescendo, and which wounds are still self-inflicted enough to fix.
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