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1:26:55ENVenture Liquidity, Endowments and AI Investing in 2025Invité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss private-market liquidity, fund construction and the economics of AI businesses.
3:04:01ENXi Jinping Revived China's Personality Cult. He Did Not Revive Mao's Chaos.Invité : Jeffrey Wasserstrom · Anime : Lex FridmanHistorian Jeffrey Wasserstrom on Confucius, Tiananmen, censorship, the 2025 trade war, Hong Kong's warning to Taiwan, and why history has no straight road.
2:10:07ENA $30,000 Operation Could Knock a $10 Billion Superintelligence Data Center Offline for a YearAnime : Nathan LabenzGladstone AI’s Jeremy and Edouard Harris inventory what an American Manhattan Project for superintelligence would actually have to secure — and what it would cost in concrete, supply chains, and civil liberties.
26:35ENTesting Gemini 2.5 Flash on Coding and Video UnderstandingMatthew Berman · Forward FutureMatthew Berman compares Google’s faster model with Gemini 2.5 Pro through interactive simulations, games and questions about a long video.
45:30ENA $20,000 AI Agent Replacing a $90,000 SDR: Manny Medina on Pricing in the Agent EraA fully loaded human SDR costs $70,000 to $90,000 a year; one AI SDR pitch is $20,000 per agent for 80% of the work, plus a bonus when targets are hit.
3:08:35ENo3 isn't AGI. Zvi Mowshowitz still put p(doom) at 70 percentAnime : Nathan LabenzOn his ninth visit to The Cognitive Revolution, Zvi Mowshowitz argues that OpenAI's o3 is a tool-use leap rather than AGI, then explains why he raised the probability of AI catastrophe anyway.
1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingInvité : Jason Wilk · Anime : Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
2:27:59ENA 10-to-90% P(doom) Host Gets Asked If His Show Sounds Like ItAnime : Nathan LabenzNathan Labenz and Liron Shapira sit on the same side of the table and test a week of AI news against the question of how likely extinction actually is.
15:15ENEarly Reactions to OpenAI o3 and o4-mini: Tool Use, Math and MistakesMatthew Berman · Forward FutureMatthew Berman reviews 2025 demos and benchmark reports, from location guessing and coding to simple failures that challenge the hype.
15:45ENAI News: Gemini 2.5 Flash, OpenAI Models, Claude Research and Kling 2.0Matthew Berman · Forward FutureMatthew Berman reviews a week of 2025 model releases, research tools and agent announcements, including historical price and benchmark comparisons.
3:29:02ENRobert Rodriguez: Sift the Ashes, Keep the Pipe Open, Don't BlinkInvité : Robert Rodriguez · Anime : Lex FridmanThe director of El Mariachi, Desperado, Sin City, and Alita: Battle Angel tells Lex Fridman how limitation, failure, sound, and identity became his method.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositAnime : Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
1:35:02ENa16z, Founders Fund and the Risks Behind Venture’s Biggest FundsInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate fund size, late-stage returns, AI uncertainty and delayed liquidity.
1:28:01ENThe Q* Letter Never Happened: Helen Toner on OpenAI, Adaptation Buffers, and AI at WarAnime : Nathan LabenzThe former OpenAI director explains why a famous Reuters story was false, why locking down AI will not work, and how military “battle buddy” demos skip the hard questions.
15:46ENOpenAI o3 and o4-mini: Tool Use, Benchmarks and the First Codex CLIMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s April 2025 reasoning-model release, a scientific image-analysis demonstration and the debut of its terminal coding agent.
58:11ENPatrick Hsu Wants an App Store for Biology, Not Just Better DrugsThe Arc Institute co-founder argues that Evo 2, trained on genomes rather than proteins, should underpin tools for every step of the scientific method.
51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallAnime : Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
21:16ENGPT-4.1, Mini and Nano: Coding, Long Context and 2025 API PricingMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s April 2025 model launch, selected coding benchmarks and demonstrations, and a sponsored Box evaluation.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftInvité : Victor Lazarte · Anime : Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:37:40ENChina, Japan, and Korea fought only one war in six centuriesAnime : Nathan LabenzFrom 1200 to 1800, East Asia’s great powers stayed at peace while Europe fought almost without pause — and David C. Kang argues that history still shapes how Asia lives with China.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Anime : Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
1:26:21ENFor under $10, Google's AI independently recovered a lab result nobody had publishedAnime : Nathan LabenzVivek Natarajan and Anil Palepu tell Nathan Labenz how AMIE beats primary-care doctors on treatment plans, and how Co-Scientist matched Imperial College's unpublished bacterial-resistance mechanism.
1:26:17ENTom Hulme and Stan Boland on Talent, Capital and the UK Tech EcosystemInvité : Tom Hulme, Stan Boland · Anime : Harry StebbingsThe investor and entrepreneur debate how the UK can retain talent, finance global companies and build a stronger technology economy.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketAnime : Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
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