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44:10ENOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollInvitado: Alex Bouaziz · Presenta: Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
19:38ENAndrej Karpathy’s AGI Timeline, Learning Ideas and Critique of Coding AgentsMatthew Berman · Forward FutureMatthew Berman examines Karpathy’s 2025 arguments for a decade of agents, new learning approaches and closer human oversight of AI coding.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIPresenta: Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffInvitado: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
0:37ENMatthew Berman Shows ChatGPT Struggling With a Seahorse EmojiMatthew Berman · Forward FutureA simple question produces repeated corrections and an inconclusive answer in two ChatGPT examples.
32:22ENQwen Image Edit Plus Compared With Nano Banana, Seedream and GPT Image 1Matthew Berman · Forward FutureMatthew Berman compares four image-editing models across compositing, precise edits, style transfer, object removal and weather effects.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:29:30EN2,500 Compounds and a 51 Percent Hit Rate: How a Small Graph Net Found New AntibioticsPresenta: Nathan LabenzMIT's Jim Collins tells Nathan Labenz how a bootlegged 2018 project, a binary growth-inhibition label, and Chemprop graph networks pulled novel antibiotics out of chemical space that labs could never screen by hand.
44:47ENThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
2:42:06ENThe word 'evil' ends the conversationInvitado: Julia Shaw · Presenta: Lex FridmanCriminal psychologist Julia Shaw talks with Lex Fridman about the dark tetrad, serial killers, jealousy, bisexuality, and why generative AI is the ultimate false-memory machine.
1:03:45ENMike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to LastInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
36:58ENSTaR's Author Wants Models With EQ, Not Just More IQPresenta: Sarah Guo, Elad GilEric Zelikman, the Stanford and xAI researcher behind STaR and Quiet-STaR, launches humans& on the bet that three years of IQ scaling left models emotionally unintelligent.
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.
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