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1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvitado: David Cahn · Presenta: Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
2:14:35ENOptical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Presenta: Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishPresenta: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CarePresenta: Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
8:42ENDeepSeek-OCR and the Idea of Visual Context CompressionMatthew Berman · Forward FutureMatthew Berman examines a 2025 OCR model and the possibility of representing document text with fewer vision tokens.
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.
16:12ENAI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.
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.
2:32:18ENInside the Agentic Enterprise: Seven Conversations at Dreamforce 2025Matthew Berman, Nick Wentz, Claire Sparks, Silvio Savarese, Scott O'Neil, Marc Benioff, Paul Smith, Kris Rasmussen, Nancy Xu · Forward FutureAt Dreamforce, Matthew Berman and Nick Wentz speak with leaders from F1, Salesforce, LIV Golf, Anthropic and Figma about enterprise agents, creative tools and the human side of technology.
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.
13:53ENTiny Recursive Models and the Limits of Puzzle Benchmark ComparisonsMatthew Berman · Forward FutureMatthew Berman examines a small recursive network that reports strong ARC and Sudoku results, and what its experimental setup means.
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.
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