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3:17:35ENTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanAnime : Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
11:38ENAI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvité : Martin Mignot · Anime : Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
1:14:05ENSullivan boils US-China AI competition down to four buckets, four examples, and a path he calls boringAnime : Nathan LabenzThe former national security advisor treats transformative AI as a planning assumption, not a prophecy, and wants Washington to compete hard with Beijing without pretending a grand bargain will cure the rivalry.
1:28:36ENFigma’s IPO, Executive Pay and the Price of AI GrowthInvité : Brian Halligan, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHubSpot co-founder Brian Halligan joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to unpack IPO pricing, public ownership and venture strategy.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoAnime : Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyAnime : Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToAnime : Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:28:12ENApple, Google and the Race to Fund AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledAnime : Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionInvité : Martin Casado · Anime : Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed MarketInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the WatchersAnime : Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding MarketInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
1:12:57ENMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup GrowthInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsAnime : Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
1:15:40ENFigma’s IPO Filing, Melio’s Sale and the Pressure on Software InvestorsInvité : Rory O’Driscoll, Jason Lemkin · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENWhy AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENAaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityInvité : Philipp Freise · Anime : Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
1:16:16ENNavan, Canva and the AI Investment BoomInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
14:25ENAI News in June 2025: Gemini Flash-Lite, Video Tools and OpenAI NegotiationsMatthew Berman · Forward FutureMatthew Berman reviews a real-time interface demo, new generative tools, AI hiring and the OpenAI–Microsoft relationship.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityInvité : Rory O’Driscoll, Jason Lemkin, Garrett · Anime : Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
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