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1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest RoundsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENA curriculum rewrite takes five years. AI does not wait.Presenta: Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
44:09ENGreg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
1:20:12ENCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
1:37:25ENFin Climbed From 35% to 65% Resolution. Intercom Says the Models Only Did a Few PointsPresenta: Nathan LabenzEoghan McCabe and Fergal Reid on production A/B tests, 99-cent outcome pricing, and why GPT-4 was already smart enough for most customer service.
58:21ENAttacks Take 23 Minutes. Response Still Takes Days.Presenta: Sarah Guo, Elad GilPalo Alto Networks CEO Nikesh Arora on how AI is remaking search, enterprise software, and the timeline of a cyberattack.
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.
1:01:49ENChatGPT's Co-Creator Left to Put Nature in the Reward LoopPresenta: Nathan LabenzLiam Fedus and Ekin Dogus Cubuk on why language models still fail at physics, why literature data is too noisy to train on, and why Periodic Labs is aiming at a 200K superconductor.
15:54ENClaude Sonnet 4.5: Coding, Long Tasks and a Simulated DesktopMatthew Berman, Dario Amodei · Forward FutureMatthew Berman reviews Anthropic’s launch claims and tries a generated-interface demo.
4:34:10ENPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Invitado: Pavel Durov · Presenta: Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
10:50ENSora 2: Generated Video, Sound and Cameos in an Early DemonstrationMatthew Berman · Forward FutureMatthew Berman reviews launch examples and tries the early web and mobile experience, noting both visual realism and artifacts.
26:17EN21 Practical AI Uses for Design, Work and ResearchMatthew Berman · Forward FutureMatthew Berman demonstrates ways to use image tools, ChatGPT and NotebookLM for visual concepts, research, everyday work and study.
59:43ENGoose is writing its own pull requests: how Block is trying to save a quarter of the weekCTO Dhanji Prasanna tells Sequoia how an open-source agent, a functional reorg, and a weekly hours-saved metric are turning Block into an AI-first company.
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.
2:01:29ENAI Investing, Coding Competitions and the Future Economy: Forward Future LiveMatthew Berman, Nick Wentz, Mike Maples, Ahmed El-Kishky, Emad Mostaque · Forward FutureMike Maples, Ahmed El-Kishky and Emad Mostaque join Matthew Berman and Nick Wentz for a September 2025 discussion of AI startups, reasoning research and economic change.
0:58ENMicrosoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.
1:22:07ENEvery payment is a frame in a movie. Stripe’s foundation model took card-testing detection from 59% to 97%Presenta: Nathan LabenzEmily Sands, Stripe’s head of data and AI, explains how a domain-specific payments model, shared embeddings, and mixed rules turn a $1.4 trillion network into compounding advantage.
1:01:49ENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolPresenta: Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
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.
44:49ENCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
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.
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