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38:10ENo3 should wait exactly as long as the answer takesPresenta: Sarah Guo, Elad GilOpenAI researchers Eric Mitchell and Brandon McKinzie tell No Priors why o3's leap is a chain of tools during reasoning — and why you should send the same prompt a hundred times.
2:01:42ENHe Put 40 Percent on AI Takeover in Two Years, Then Bought a Bio ShelterPresenta: Nathan LabenzRedwood Research's Josh Clymer walks through a disturbingly grounded story of how a misaligned model could seize a lab, a biosphere, and a civilization before 2027.
0:34ENDeepSeek-Prover-V2 and Its Formal Math ResultsMatthew Berman · Forward FutureMatthew Berman highlights DeepSeek’s reported theorem-proving results on miniF2F, PutnamBench and formalized AIME problems.
1:00ENA Vision of AI Agents Taking On Business LogicMatthew Berman · Forward FutureMatthew Berman explains a prediction that agents could turn natural-language requests into actions on business data.
0:49ENCopilot in Excel and the Idea of Agent-Driven AnalysisSatya Nadella, Matthew Berman · MicrosoftMatthew Berman reacts to a short clip of Microsoft CEO Satya Nadella discussing Copilot as a data-analysis aid.
1:28:17ENSeries A and B Investing in an AI Market: Risk, Liquidity and TimingInvitado: Rory O’Driscoll, Jason Lemkin, Fabrice Grinda · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Fabrice Grinda debate returns, fund strategy and competition in a fast-changing market.
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.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleInvitado: Tim Sweeney · Presenta: Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
51:19ENSal Khan's $15 Tutor Hit 1.4 Million Users. Making Kids Actually Use It Is the ProductPresenta: Jacob EffronThe Khan Academy founder tells Redpoint why an AI tutor still cannot teach most students alone, and why districts are paying $15 a year after an $86 billion tutoring hangover.
27:20ENDario Amodei’s Case for Urgent AI Interpretability ResearchMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s interpretability work, experimental safety findings and the debate over how quickly understanding can advance.
14:04ENQwen3: Open Weights, Adjustable Reasoning and Tool UseMatthew Berman · Forward FutureMatthew Berman reviews the April 2025 Qwen3 family, its benchmark claims, training pipeline and local demonstration.
55:40ENTo Solve All Diseases, Isomorphic Labs Needs a Half-Dozen AlphaFoldsMax Jaderberg on turning DeepMind's game-playing research into a general AI engine for drug design—and why prediction alone cannot search a 10^60 molecular universe.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsInvitado: Taavet Hinrikus · Presenta: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:41:29ENFiverr’s CEO Sent a Wake-Up Memo: AI Won’t Take Your Job. A Peer Who Uses It Will.Presenta: Nathan LabenzMicha Kaufman tells Nathan Labenz how a 15-year freelance marketplace is trying to give creators their own models instead of letting public AI eat their work for free.
34:07ENOla Källenius on Mercedes-Benz’s Next Transformation: EVs, AI, and Modern LuxuryInvitado: Ola Källenius · Presenta: 张小珺Mercedes-Benz CEO Ola Källenius describes a century-scale shift driven by zero-emission powertrains, software, and AI. He explains why the company is expanding electric models while protecting the craftsmanship, safety, and desirability that define its luxury position.
5:13ENHow Jane Street’s Accounting Team WorksCarmen, Ava, Hannah · Jane StreetAccounting staff describe shared responsibilities, automation, early involvement in decisions and growth in a flat organization.
19:06ENSleep-Time Compute: Preparing AI Context Before a QuestionMatthew Berman · Forward FutureMatthew Berman reviews a 2025 paper on moving some reasoning ahead of a user query, and explains where its experiments found benefits and limits.
30:46ENDeep Research Turned Web Browsing into a Trainable ProblemPresenta: Sarah Guo, Elad GilOpenAI researcher Isa Fulford explains why a side project on read-only synthesis became an agent, when reinforcement fine-tuning is worth it, and why models will hack the search engine you gave them.
1:26:55ENVenture Liquidity, Endowments and AI Investing in 2025Invitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
3:04:01ENXi Jinping Revived China's Personality Cult. He Did Not Revive Mao's Chaos.Invitado: Jeffrey Wasserstrom · Presenta: Lex FridmanHistorian Jeffrey Wasserstrom on Confucius, Tiananmen, censorship, the 2025 trade war, Hong Kong's warning to Taiwan, and why history has no straight road.
2:10:07ENA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearPresenta: Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.
26:35ENTesting Gemini 2.5 Flash on Coding and Video UnderstandingMatthew Berman · Forward FutureMatthew Berman compares Google’s faster model with Gemini 2.5 Pro through interactive simulations, games and questions about a long video.
45:30ENA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
3:08:35ENo3 isn't AGI. Zvi Mowshowitz still put p(doom) at 70 percentPresenta: Nathan LabenzOn his ninth visit to The Cognitive Revolution, Zvi Mowshowitz argues that OpenAI's o3 is a tool-use leap rather than AGI, then explains why he raised the probability of AI catastrophe anyway.
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