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1:56:40ENThe Periodic Table Was Already in the WeightsPresenta: Nathan LabenzGoodfire CTO Dan Balsam tells Nathan Labenz how concept manifolds, predictive data debugging, and a $1,000-a-month research agent are turning interpretability into a product.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC on AI Security, Software Deals and the Economics of ComputeInvitado: Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextPresenta: Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
2:57:10ENThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your PoisonPresenta: Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.
47:22ENFrom One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.
15:37ENMatthew Berman on Qwen3.8-Max, AI Costs and Open-Weight CompetitionMatthew Berman · Forward FutureA 2026 review of reported benchmark results and research demonstrations leads to questions about deployment economics and geopolitical dependence.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI EvaluationInvitado: Anastasios Angelopoulos · Presenta: Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
2:16:29ENFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI SafetyPresenta: Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building SimileInvitado: Joon Sung Park · Presenta: Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
34:30ENNetic's Agents Answer the Phone When the Heat BreaksPresenta: Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
1:04:14ENThe Man Who Helped Stand Up Colossus in 120 Days Is Betting on an AI That Lives in Your HousePresenta: Jacob EffronxAI co-founder Igor Babuschkin left to start River AI, arguing coding agents have crossed a threshold, closed labs are getting squeezed, and the next prize is personal, local intelligence.
1:43:45ENA $300 Universal Jailbreak: Why FAR.AI Now Thinks Defense Can WinPresenta: Nathan LabenzAdam Gleave walks through FAR.AI’s first head-to-head AI security leaderboard, and explains why a decade of offense-dominant thinking is starting to crack.
1:20:22EN20VC Roundtable on Open Weights, AI Spending and Software InvestingInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI safety, chip investment, enterprise budgets and the future of software.
49:12ENThe People Writing the Transformer’s Eulogy Want a Lab That Can Take Vacation Without Themo1’s reasoning lead and a Gemini pre-training lead argue the architecture, not more scale, is now the bottleneck — and that replacing it starts with automating kernel generation.
2:59:03ENYou Kaichao on How vLLM Grew from Open-Source Project to AI Infrastructure CompanyInvitado: You Kaichao · Presenta: 张小珺Inferact co-founder You Kaichao traces vLLM’s path from Berkeley research to a company, then explains why model, inference, hardware and agent design increasingly have to move together.
3:46:18ENIf You Take Slavery Out of the Picture, There Is No Civil WarInvitado: Gary Gallagher · Presenta: Lex FridmanIn 1860, enslaved people were worth more than every railroad and factory in the United States combined.
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His InboxPresenta: Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:06:45ENMatt Murphy on Anthropic, Open Models and the New Venture PlaybookInvitado: Matt Murphy · Presenta: Harry StebbingsThe Menlo Ventures partner explains his investments in Anthropic, Lovable and Legora, and debates AI margins, model competition and venture fund strategy.
1:02:42ENMercor’s Osvald Nitski on AI Training Data, Product and Customer ConcentrationInvitado: Osvald Nitski · Presenta: Harry StebbingsMercor’s head of product discusses how the company supplies expert data to AI labs, designs its marketplace and plans to reach more enterprise customers.
52:29ENClaude Opus 5: Benchmarks, Cost per Task, and Early ImpressionsMatthew Berman · Forward FutureMatthew Berman reacts to the model launch, examines reported benchmark and pricing data, and explains why the cost of completing a task matters more than token price alone.
49:20ENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Presenta: Sarah Guo, Elad GilCo-founders Andy Fang and Stanley Tang tell Sarah Guo how a conversational ordering interface moved DoorDash's hardest metric, why they built a 300-pound delivery robot in-house, and why autonomy means more human riders, not less.
1:27:39EN20VC Roundtable on Open Models, AI Economics and Payments DealsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss model security, inference investment and a reported PayPal proposal.
1:15ENUsing Codex to Negotiate a Return and Subscription RefundMatthew Berman · Forward FutureMatthew Berman describes delegating two customer-service conversations to an AI agent and reports the outcomes.
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