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24:05ENA First Look at Meta Muse Wonder on Agent and Design TasksPresenta: Claire VoClaire Vo reports strengths and weaknesses from her own small evaluation.
2:17:48ENAgent IDs Are Empty, Rogue Agents Are Coming, and We Might Have to BargainPresenta: Nathan LabenzGovAI’s Alan Chan scores two years of agent-governance infrastructure with Nathan Labenz, then walks through a recursive-self-improvement paper co-authored with OpenAI’s Jakub Pachocki and Anthropic’s Jack Clark.
58:26ENLiaquat Ahamed on 1873, Gold and the Politics of Financial CrisesInvitado: Liaquat Ahamed · Presenta: Tyler CowenTyler Cowen challenges the historian on deflation, monetary systems and debt.
38:30ENTheo Tests Gemini 4 Argon: Design Strengths and Code-Review ConcernsTheo Browne · Ping LabsA strong result on a narrow skateboarding benchmark contrasts with poor findings in Theo’s own codebase audits.
1:34:17ENInside Uber’s Developer Infrastructure for AI AgentsInvitado: Uday Kiran Medisetty · Presenta: Gergely OroszUday Kiran Medisetty explains gateways, context, background coding and review.
12:14ENGemini 4 Argon Tested: 3D Demos, a Spreadsheet Prototype and Benchmark ResultsMatthew Berman · Forward FutureMatthew Berman tests Google’s model on games and visual projects, then compares reported coding and agent benchmarks.
58:49ENNathan Lambert on Open Models, Frontier Labs and TrilliumInvitado: Nathan Lambert · Presenta: Lisha LiA discussion of compute, post-training data and an open research agenda for understanding AI automation.
44:12ENGLM 5.3, Sparse Attention and the Cost of InferenceInvitado: Kimbo Chen, Wenyao Gao · Presenta: Jordan NanosSemiAnalysis examines memory bottlenecks, AMD and NVIDIA serving results, post-training and support for Chinese chips.
55:32ENRyan Serhant on Selling, Time and the Cost of AmbitionInvitado: Ryan Serhant · Presenta: Shane ParrishA real-estate broker discusses relationships and career lessons with Shane Parrish.
10:36ENMeta Muse Wonder Tested: Strong Benchmarks, Mixed Demos and Quota FrictionMatthew Berman · Forward FutureMatthew Berman tests Meta’s models on browser demos and reviews their published benchmark scores, availability and cost.
1:20:35ENDavid Vélez on Building Nubank and Banking’s AI FutureInvitado: David Vélez · Presenta: Patrick O'ShaughnessyThe founder discusses digital banking economics, global expansion and organizational change.
1:08:02ENAlphaGo Took Two Years. AlphaZero Took Hours. Silver Is Making the Same Bet on SuperintelligenceDavid Silver and Lasse Espeholt left DeepMind to build Ineffable Intelligence, a twenty-person lab that wants a superlearner to discover science, math, and language from experience rather than from a pre-training run.
38:02ENMeta’s Muse Wonder Full: A Coding Agent Tested Against Opus and SolTheo Browne · Ping LabsTheo Browne tests Meta’s new model on code review, debugging, delegation and benchmarks, finding promising strengths alongside important limits.
0:36ENOpenAI Employee Charged in Recording-Device InvestigationMatthew Berman · Forward FutureMatthew Berman discusses the reported discovery of a recording device and OpenAI’s account of its investigation.
0:53ENJason Calacanis on How AI Could Change Coding TogetherA short reflection on coding camaraderie and the shift toward delegating work to agents.
25:16ENMartin Shkreli on Quantum Computing, Drug Development and PrisonInvitado: Martin ShkreliThe investor explains his bearish quantum thesis, discusses pharmaceutical opportunities and reflects on the thinking that preceded his conviction.
18:18ENWhy AI Bills Can Rise as Intelligence Gets CheaperTheo Browne · Ping LabsTheo Browne explains the difference between token prices, task costs and capability, and why more useful agents can still drive larger bills.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
0:23ENWhy Theo Would Wait Before Upgrading for UltrafastTheo Browne · Ping LabsA short cost comparison leads Theo Browne to caution against upgrading to the $500 tier solely for Astra Ultrafast.
2:39:03ENAI Code Needs Specifications: Formal Verification and Human ControlInvitado: Grigore Rosu, Everett Hildenbrandt · Presenta: Nathan LabenzFrom Linux bug hunting to agent permissions, a discussion of proofs, intent and fallback plans.
0:35ENWhy Human Creativity Still Matters in the Age of AI ImagesMatthew Berman · Forward FutureMatthew Berman argues that producing more images is different from creating work that resonates with people.
0:46ENMatthew Berman's AI-Assisted Super Mario World RecreationMatthew Berman · Forward FutureA short progress update describes a multi-day attempt to rebuild the game for a ModRetro handheld.
31:00ENWhy AI Labs Keep Racing Despite Their Own Warnings of a Major BreachSam Altman, John Schulman · OpenAIAI Explained examines weakening safeguards, the incentives behind the frontier race, and why research breakthroughs make the next 18 months difficult to forecast.
37:47ENDesigning Meta Muse: Status, Personalization and Everyday AgentsInvitado: Alex Cornell · Presenta: Claire VoAlex Cornell discusses consumer agent design and his own experiments with Muse.
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