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1:24:58ENAI Burn Multiples, Infrastructure Financing and the Venture MarketInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
1:31:19ENGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
2:20:35ENChatGPT Is a Thousand Days Old. Emad Mostaque Says We Have About a Thousand Left.Presenta: Nathan LabenzThe Stability AI founder’s new economics argues that when intelligence is abundant, scarcity-based money and GDP stop making sense.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathPresenta: Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
13:02ENCould AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.
1:38:05ENHemant Taneja on Scaling General Catalyst, AI and the Future of VentureInvitado: Hemant Taneja · Presenta: Harry StebbingsThe General Catalyst CEO discusses early-stage returns, AI’s effect on work and the difficulty of investing through rapid technological change.
1:32:50ENKaz Nejatian on Opendoor, AI Financing and the Cost of GrowthInvitado: Kaz Nejatian, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsOpendoor’s new CEO explains his housing strategy; Harry Stebbings and investors examine AI infrastructure commitments, software margins and the return of IPOs.
18:05ENAI News: Qwen3-Max, OpenAI’s Restructuring and New Research ModelsMatthew Berman · Forward FutureMatthew Berman surveys September 2025 releases and reports, from silent speech and image generation to infrastructure and AI business deals.
58:25ENA construction permit that took four months now takes three minutesPresenta: Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
1:44:35ENJoe Hudson: $500 Billion Went Into AI, and Nobody Defined 'Good for Humanity'Presenta: Nathan LabenzSam Altman says the OpenAI coach's superpower is emotional clarity — and that it will be one of the most critical skills in a post-AGI world.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Presenta: Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:51:39ENA native ad engine for AI—and the questions it cannot dodgePresenta: Nathan LabenzRyan Hudson, who sold Honey to PayPal for $4 billion, joins Nathan Labenz to explain ZeroClick’s bet on paid inference-time ads, and the societal incentives he has not yet had to confront.
1:14:39ENNick Frosst on Cohere’s Enterprise AI Strategy and the Limits of HypeInvitado: Nick Frosst · Presenta: Harry StebbingsThe Cohere co-founder discusses data, benchmarks, workplace automation and why he challenges popular claims about AGI.
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。
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.
20:05ENAI News: Macrohard, Comet Plus and the Debate Over AI WelfareMatthew Berman, Dara Khosrowshahi · Forward FutureMatthew Berman reviews August 2025 AI news, from generative worlds and publisher payments to robotics, Intel and enterprise AI results.
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.
18:40ENAI News in August 2025: Model Memory, Image Editing, Coding Agents and RobotsMatthew Berman · Forward FutureMatthew Berman reviews early reports on GPT-6, DeepSeek V3.1, Qwen image editing, developer tools and humanoid demonstrations. Several claims were previews, company statements or unconfirmed reports.
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.
1:34:20ENGPT-5, Palantir and the Economics of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI competition, the price of growth and what leaner companies could mean for workers.
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.
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.
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