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3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanPresenta: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
11:38ENAI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvitado: Martin Mignot · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringPresenta: Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36ENFigma’s IPO, Executive Pay and the Price of AI GrowthInvitado: Brian Halligan, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoPresenta: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyPresenta: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToPresenta: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12ENApple, Google and the Race to Fund AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledPresenta: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionInvitado: Martin Casado · Presenta: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersPresenta: Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
1:12:57ENMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsPresenta: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
1:15:40ENFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsInvitado: Rory O’Driscoll, Jason Lemkin · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENWhy AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENAaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityInvitado: Philipp Freise · Presenta: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
1:16:16ENNavan, Canva and the AI Investment BoomInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
14:25ENAI News in June 2025: Gemini Flash-Lite, Video Tools and OpenAI NegotiationsMatthew Berman · Forward FutureMatthew Berman reviews a real-time interface demo, new generative tools, AI hiring and the OpenAI–Microsoft relationship.
20:00ENSam Altman on Meta’s Hiring, GPT-5 and the Future of AIMatthew Berman, Sam Altman, Jack Altman, Andrew Mayne · Forward FutureMatthew Berman examines 2025 interview clips in which OpenAI’s CEO discusses competition for researchers, scientific discovery, robots and new AI hardware. His claims and forecasts are presented in their historical context.
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