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2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token OnePresenta: Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
1:02:09ENJon Steinback on Marker, AI and the Thinking Behind WritingInvitado: Jon Steinback · Presenta: Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.
24:43ENGrok 4.5 for Coding: Theo’s Benchmarks and Early ExperienceTheo Browne · Ping LabsTheo Browne examines Grok 4.5’s cost, benchmark caveats, coding work and 3D experiments after early access in Cursor.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen SchmidhuberPresenta: Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersPresenta: Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:06ENTwo GPT-5.6 Coding Demos: A Block World and a SpreadsheetMatthew Berman · Forward FutureMatthew Berman shows a Minecraft-like game and an Excel-like application built with Codex and GPT-5.6.
0:20ENTheo on Guilt-Merging Pull Requests and Questioning CodeTheo Browne · Ping LabsA short reflection on why developers sometimes accept changes they do not think are right.
25:34ENAnthropic’s J-Space Research: What Its Experiments Reveal and What Remains UnknownMatthew Berman · Forward FutureMatthew Berman examines experiments on internal representations in Claude, from causal interventions to safety auditing and the limits of consciousness claims.
1:53ENWhat Anthropic’s J-Space Research Suggests About AI ReasoningMatthew Berman · Forward FutureMatthew Berman discusses internal model representations, interventions and the question of consciousness, while the research itself describes important limits.
28:11ENThe Tradeoffs of Running Open-Weight AI Models LocallyTheo Browne · Ping LabsTheo Browne separates the value of open weights from the hardware, concurrency and cost constraints of local inference.
0:22ENTheo Asks Why Teams Need a Separate System for Environment FilesTheo Browne · Ping LabsA brief prompt to reconsider how development teams share environment configuration.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
0:24ENClaude Fable 5 Access Extended Through July 12, 2026Matthew Berman · Forward FutureMatthew Berman reports a short extension for paid Claude subscribers, without a reset of their existing usage quota.
18:34ENModel Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
0:20ENTheo on Markdown Files as Instructions for Coding AgentsTheo Browne · Ping LabsA short observation about how agent tools can change the scale of a software idea.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
43:15ENTheo’s Fable 5 Workflow: Model Routing, PR Review, and VerificationTheo Browne · Ping LabsA practical walkthrough of delegating tasks across models and turning a stalled backlog into reviewed work, with cost and deployment boundaries.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsInvitado: Clay Bavor · Presenta: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipPresenta: Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
23:24ENFable 5: Theo’s Take on Fallbacks, Subscription Limits, and CostTheo Browne · Ping LabsTheo Browne examines performance claims and shares the cost-saving workflow he used during a limited subscription window.
0:28ENTheo on the AI Bubble and the Value Beneath ItTheoTheo thinks AI is in a bubble, but says its underlying value remains an open question. He contrasts NFTs with the internet and its dot-com bust.
38:05ENWhy Theo Moved His Agent Work to Linux MachinesTheoLong-running coding agents, laptop CPU load and slow small-file operations led Theo to build a networked fleet. He demonstrates SSH, a hardware KVM and T3 Code for remote work.
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