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1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
3:12:58ENOne Cold Shower, Twenty Champions: How Khabib Nurmagomedov Was ForgedInvitado: Khabib Nurmagomedov · Presenta: Lex FridmanIn a Makhachkala school gym, seventy men shared one shower, and the water was only cold.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI MarketplacesInvitado: Alex Atallah · Presenta: Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
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.
13:58ENGoogle’s AI Leadership Changes and the Innovator’s DilemmaMatthew Berman · Forward FutureMatthew Berman considers Google’s research history, two leadership changes and an open-model strategy in August 2026.
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.
0:40ENEnabling Max Reasoning Effort in CodexMatthew Berman · Forward FutureMatthew Berman shows an August 2026 settings menu for exposing Max reasoning effort and explains his preference for Luna.
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.
1:40ENQualcomm's Edge-to-Cloud AI StrategyMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman argues that AI infrastructure across devices and data centers could be an important business opportunity.
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.
35:27ENJoe Salvatore on AI, Creative Direction and the Taste Behind a BrandInvitado: Joe Salvatore · Presenta: Reid Hoffman, Parth PatilThe visual artist explains how he turns creative briefs into agent-driven advertising workflows—and why judgment and storytelling still matter.
54:57ENOpen-Weight AI: Competition, Safety and the Debate over AnthropicMatthew Berman · Forward FutureMatthew Berman argues for broad access to AI models, weighs the economics and security arguments, and responds to Dario Amodei’s position on open weights.
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.
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