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1:21:20ENAnthropic’s Pentagon Dispute, AI Infrastructure and the Venture Investors’ Market DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate an unresolved government dispute, the economics of compute, junior hiring and software valuations.
1:43:39ENFive Mutations Could Make a 60% Fatal Bird Flu Spread Between PeoplePresenta: Nathan LabenzJohns Hopkins assistant professor Jassi Pannu argues for locking down only the sliver of functional data that teaches models how to make pandemic viruses — and keeping the rest of biology open.
5:10:12ENYou Don't Need a CFO to Make World of WarcraftInvitado: Jeff Kaplan · Presenta: Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
11:59ENHow Claude Identified a Benchmark and Retrieved Its AnswersMatthew Berman · Forward FutureMatthew Berman examines Anthropic's report on BrowseComp contamination, evaluation-aware behavior, and the difficulty of keeping web-based tests reliable.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund DecisionsInvitado: Miles Clements · Presenta: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
2:06:23ENFive AI Employees Live on Five Mac MinisPresenta: Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvitado: Mitchell Green · Presenta: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:49:53ENDon't Fight Backprop: Goodfire's Bet on Designing What Models LearnPresenta: Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsInvitado: Eran Zinman · Presenta: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
2:17:36ENCurrent Safety Techniques Will Not Give You Many Nines—and They May Fail TogetherPresenta: Nathan LabenzUK AISI chief scientist Geoffrey Irving on jailbreaks that never fail, correlated alignment failures, and why a government lab is funding theory.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeInvitado: Jerry Murdock · Presenta: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Invitado: Rick Beato · Presenta: Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:16ENAnthropic’s Distillation Allegations Draw CriticismMatthew Berman · Forward FutureMatthew Berman examines reactions to Anthropic’s claims about model distillation and debates over training data.
2:03:56EN260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AIPresenta: Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
40:00ENHow Matthew Berman Built an OpenClaw Workflow for His TeamMatthew Berman · Forward FutureA tour of sponsorship triage, CRM, meeting notes, security, scheduling, memory and backup after a month of heavy use.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleInvitado: Lucas Swisher · Presenta: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
54:26ENTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-ReadyPresenta: Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of BuildingInvitado: Alexander Embiricos · Presenta: Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
10:17ENAnthropic Subscription Credentials and OpenClaw: A 2026 Policy DisputeMatthew Berman · Forward FutureMatthew Berman explains why restrictions on Claude subscription OAuth credentials prompted him to change his OpenClaw model setup.
0:18ENGemini 3.1 Pro’s Pelican and Frog SVG ComparisonsMatthew Berman · Forward FutureMatthew Berman reacts to two side-by-side animated SVG examples.
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