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1:39:39ZH杨植麟:Kimi K2、智能体泛化与无尽的技术攀登Invitado: 杨植麟 · Presenta: 张小珺月之暗面创始人回顾 K2 的研发,并讨论智能体训练、产品与组织。
1:50:28ENThe 87-Kilobyte Program Two Billion People Open Every MonthInvitado: Dave Plummer · Presenta: Lex FridmanDave Plummer talks Lex Fridman through Task Manager, old-school Microsoft, and how an autistic mind actually works.
40:54ENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomePresenta: Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
1:01:23ENWill Crichton on Making Rust More UnderstandableWill Crichton · Brown UniversityOwnership visualizations, interactive trait diagnostics and program slicing illustrate an evidence-based approach to developer tools.
1:23:11ENBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityInvitado: Byron Deeter · Presenta: Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.
10:26:31ENThe War on Terror's Only Gift Was Better Luke Skywalker HandsInvitado: Scott Horton · Presenta: Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.
42:12ENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentPresenta: Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.
1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityInvitado: Anton Osika · Presenta: Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:09:11ZH广密谈大模型分化、AI 产品与创业窗口Invitado: 广密 · Presenta: 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonPresenta: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyInvitado: Keyu Jin · Presenta: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
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.
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.
40:32ENMark Chen on GPT-5, Synthetic Data and the Future of AI ResearchMatthew Berman, Mark Chen · Forward FutureOpenAI’s head of research discusses training, agents, open-weight releases and evaluation with Matthew Berman in August 2025.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityInvitado: Miles Dieffenbach · Presenta: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
36:03ENTheo on Meta’s Personal AI Strategy and the Shift Beyond Open ModelsTheo, Mark Zuckerberg · Theo - t3․ggA 2025 analysis of Meta’s personal-superintelligence announcement, platform history and the competition for personalized AI.
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.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseInvitado: Jack Weatherford · Presenta: Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
2:20:45ZH郑博元解读 Kimi K2 与智能体训练:数据、奖励和系统工程Invitado: 郑博元 · Presenta: 张小珺从合成轨迹和强化学习到浏览器环境与上下文工程,研究者比较 2025 年的几份技术报告。
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.
58:47ENDaniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
1:27:41ENRon Minsky on the Saga of Multicore OCaml at Jane StreetYaron Minsky · Jane StreetA production migration exposed garbage-collector regressions, led to a new pacing design, and illustrated the difficulty of turning research into reliable infrastructure.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyPresenta: Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIInvitado: Demis Hassabis · Presenta: Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
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