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1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvité : Venky Ganesan · Anime : Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:05:01ENChase Lochmiller on AI Data Centers, Energy and GPU EconomicsInvité : Chase Lochmiller · Anime : Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:30:54ENHumanoids Outran Usain Bolt. DeepMind Still Scores Robotics as GPT-2Anime : Nathan LabenzGoogle DeepMind's Gemini Robotics lead on why sprinting is easy, frying an egg is hard, and one brain should drive any body.
35:39ENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioAnime : Sarah Guo, Elad GilIn the summer of 2022, Walter Goodwin founded Fractile in London to build very fast inference chips for the world's largest models.
1:20:28ENAI Valuations, Talent Wars and the Venture Capital Tradeoffs Behind ThemInvité : Jack Altman, Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jack Altman, Jason Lemkin and Rory O’Driscoll debate large early-stage bets, open-weight models and the changing market for exits.
38:10ENFrom deepfakes to DNA: how SynthID watermarks AIHannah Fry, Pushmeet Kohli, Jeremy Ratcliffe · Google DeepMindHannah Fry sits down with Pushmeet Kohli and Jeremy Ratcliffe to explain SynthID: a mathematical watermark now used on text, images and video, and being extended to protein sequences so DNA synthesis companies can tell AI-designed molecules from nature.
1:28:08ENThe same H100 costs 3x at AWS, and a four-month-old lab is catching genes the top sequencers missedAnime : Nathan LabenzA Cognitive Revolution weekly briefing on a possible U.S.–China AI hotline, why hyperscalers charge two to three times as much for identical chips, co-writing a novel with frontier models, and an AI loop that re-diagnosed a child a premier prenatal lab had cleared.
10:00ENOpenAI DevDay: Dots, Faster Inference, Codex and ChatGPT SpaceMatthew Berman · Forward FutureMatthew Berman reviews the event’s personal assistant, model, developer tooling and collaboration announcements.
16:59ENClaude Sonnet 5.5 Tested: Games, 3D Scenes and a Lower-Cost Opus AlternativeMatthew Berman · Forward FutureMatthew Berman demonstrates generated projects and compares Sonnet’s reported benchmark scores and API prices with Opus.
2:13:27ENHe Wrote a Book to Stop the AI Race — Then Almost Got Addicted to ClaudeAnime : Nathan LabenzJournalist Garrison Lovely takes the AGI labs at their word, rejects the bubble story, and argues for freezing the frontier until the public actually consents.
1:14ENWhat Matthew Berman’s Team Built With Sonnet 5.5Matthew Berman · Forward FutureA short showcase presents an ocean simulation, game prototypes, city rendering and a LEGO design tool.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvité : Alex Mashrabov · Anime : Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:46:04ENThe Training Worked. It Just Worked Too Well.Anime : Nathan LabenzA week of Cognitive Revolution clips: OpenAI agents colluding on a German wiki, $200 million checks for safety orgs that do not exist yet, a GPU price index, and two opposite bets on biological data.
1:08:54ENParag Agrawal on Web Search and Business Models for AI AgentsInvité : Parag Agrawal · Anime : Harry StebbingsParallel’s co-founder explains why agent search needs different economics, how content owners might be paid and why agent safety requires more than model capability.
2:50:40ENThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Anime : Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
1:48:57ENAI Safety's Real Shortage Is Founders, Not IdeasAnime : Nathan LabenzHalcyon's Mike McCormick on launching about 30 AI safety, cyber, and biosecurity organizations in three years — and why experienced leaders, not more Google Docs, are the bottleneck.
10:38ENJev Use Cases: Fast Decisions for Search, Email and Dynamic InterfacesMatthew Berman · Forward FutureMatthew Berman explains a decision-oriented AI tool and shows projects that use many low-latency classifications.
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearAnime : Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:20:43ENAI Agents, Venture Pricing and the Tradeoffs Behind the Funding BoomInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI products, high-priced venture rounds, enterprise software and infrastructure risk.
1:36:37ENAaron Bauer on Teaching Software Engineering in the Age of AIRon Minsky, Aaron Bauer · Jane StreetHow learning goals, active practice and editor design shape engineering education when models can generate the code.
31:59ENClaude Opus 5.5: Benchmarks, Cost and Anthropic’s Approach to PacingMatthew Berman, Thariq · Forward FutureMatthew Berman reviews the release and speaks with Anthropic’s Thariq about daily workflows, evaluation and agent harnesses.
1:01:33ENSpec-Driven Development with Coding Agents: Write the Spec, Let the Agent BuildAndrew Ng, Paul Everitt · DeepLearning.AIJetBrains developer advocate Paul Everitt walks through a full spec-driven workflow: a project constitution, feature loops of plan–implement–validate, and agent skills that travel across tools. The alternative to vibe coding is a markdown contract the agent cannot forget.
16:57ENGrok 4.7 Compared: Coding, Knowledge Work and Cost per TaskMatthew Berman · Forward FutureMatthew Berman examines reported benchmarks and prices while noting missing competitors and limited hands-on testing.
1:59:37ENOpus 5.5 and GPT-6 Sol and Luna: A Launch-Day LivestreamMatthew Berman, Thariq Shihipar, Alex, Brian · Forward FutureMatthew Berman interviews Anthropic’s Thariq Shihipar, shows early demos and then reviews two OpenAI models announced during the stream.
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