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2:40:58ENZvi Mowshowitz Still Puts P(doom) at 60%—and Says Not Updating Is Self-DeceptionAnime : Nathan LabenzA six-month recap with the Don't Worry About the Vase author covering Ilya’s SSI, OpenAI’s o1, Claude’s computer use, the SB 1047 veto, and Trump’s return.
5:15:00ENDario Amodei Has Seen This Scaling Movie Enough TimesInvité : Dario Amodei · Anime : Lex FridmanAnthropic’s CEO puts numbers on frontier training costs and AGI, then hands the mic to the people who shape Claude’s character and look inside its weights.
36:49ENJensen Huang: NVIDIA Is No Longer Building Computers. It Is Building AI FactoriesAnime : Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO walks through hyper Moore’s law, NVLink, a 100,000-GPU cluster stood up in weeks, and why tokens are the new commodity.
39:21ENSam Altman on Model Improvements, Agents and Startup OpportunitiesInvité : Sam Altman · Anime : Harry StebbingsThe OpenAI CEO discusses where startups may build as models improve, and reflects on reasoning, infrastructure and leadership.
1:15:17ENAn AI Arms Race Is Not Physics. It Is a Choice.Anime : Nathan LabenzNathan Labenz argues with Trump’s former NSC cyber director over China, chips, and whether words can stop a militarized AI race.
1:17:00ENDaniel Khachab on Choco’s AI Shift and the Competition for TalentInvité : Daniel Khachab · Anime : Harry StebbingsThe Choco CEO discusses automation, European AI infrastructure, fundraising and what COVID taught the food-distribution platform.
44:30EN100,000 Rides a Week, Six Times Fewer Airbag Crashes: Waymo’s Co-CEO on Eighteen Years of Full AutonomyAnime : Sarah Guo, Elad GilDmitri Dolgov tells No Priors how a dozen Googlers, ten 100-mile routes, and a 2013 refusal to settle for driver assist became a rider-only service with an insurer-audited safety record.
29:29ENThe Week AI Won Its First Nobels, Two Investors Listed Who Is Most at RiskAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil talk NotebookLM, intelligent NPCs, artificial wombs, OpenAI’s o1, and which businesses look AI-durable.
1:15:08ENJeff Wang on Public and Private Investing, AI and Sequoia Global EquitiesInvité : Jeff Wang · Anime : Harry StebbingsThe investor explains thematic research, portfolio construction and his 2024 views on AI infrastructure and technology platforms.
59:30ENGPT-4 Gets Half Your Data Questions Wrong. Snowflake's Answer Is Systems DesignUsing an off-the-shelf model on enterprise data yields about 45% reliability—one wrong answer out of every two.
1:16:09ENBret Taylor on AI Applications, Model Costs and Building SierraInvité : Bret Taylor · Anime : Harry StebbingsThe Sierra co-founder discusses why most companies may buy AI solutions, how agents need guardrails and what founders can learn from technology leaders.
19:25ENAI News in September 2024: Advanced Voice, Llama 3.2 and OrionMatthew Berman · Forward FutureMatthew Berman tests ChatGPT voice and reviews Meta’s models and AR prototype alongside a week of AI industry announcements.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkAnime : Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
1:08:33ENEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessInvité : Eric Vishria · Anime : Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.
13:34ENSam Altman’s “Intelligence Age”: Superintelligence, Scaling and WorkMatthew Berman · Forward FutureMatthew Berman reads Altman’s 2024 essay and discusses its predictions for AI assistants, education, infrastructure and jobs.
26:28ENAPI prices fell 200x. The LLM table still is not set.Anime : Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.
1:44:29ENDiscussing TIME’s 2024 AI 100: Leaders, Researchers and OmissionsMatthew Berman, Alex, Melissa · Forward FutureMatthew Berman, Alex and Melissa review TIME’s list, debate its choices and answer viewers’ questions about AI tools and the industry.
1:27:02ZH广密:Self-play RL 可能开启 AGI 的新 Scaling LawInvité : 广密 · Anime : 张小珺广密认为,纯靠语言预训练扩展模型的边际收益可能正在减弱,self-play 强化学习是更值得押注的新路径。它能否泛化到代码、视频、机器人和更广的领域,将决定下一阶段的 AGI 竞赛。
1:23:57ENA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RaceAnime : Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadAnime : Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
15:42ENStrawberry and Orion: What Was Reported About OpenAI’s Next Models in 2024Matthew Berman · Forward FutureMatthew Berman examines reports about a reasoning project, synthetic data and a future flagship model. Later releases clarify some of the story, while many original claims remain attributed to unnamed sources.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentInvité : Imran Khan · Anime : Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:40:13ENIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Anime : Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.
0:54ENEric Schmidt on AI Agents and Google's Competitive PositionMatthew Berman, Eric Schmidt · Forward FutureA short 2024 Stanford interview excerpt pairs a forecast about AI agents with a disputed explanation for Google's AI position.
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