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41:25ENEven If the Models Froze Today, We've Extracted One-Millionth of the Valueホスト Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
10:02ENTesting Llama 3.1 405B on Coding, Arithmetic and ReasoningMatthew Berman · Forward FutureMatthew Berman tries Meta's 2024 open-weight model on an informal set of prompts and demonstrates a sponsored dataset workflow.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity Crunchゲスト Jason Lemkin · ホスト Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
0:58ENMeta Releases Llama 3.1 and Its 405B ModelMatthew Berman · Forward FutureMatthew Berman argues that Meta's open-weight Llama 3.1 puts pressure on proprietary AI providers, while its license and deployment costs add important qualifications.
15:50ENLlama 3.1: Meta’s 405B Model and the Open-Weight EcosystemMatthew Berman · Forward FutureMatthew Berman reviews Meta’s July 2024 release, the smaller models, reported benchmarks, synthetic data and the proposed Llama Stack.
1:09:44ENKevin Hartz on Airbnb, Holding Winners and the Tradeoffs of Venture Investingゲスト Kevin Hartz · ホスト Harry StebbingsThe A* co-founder discusses an exploding term sheet, fund liquidity, founder selection and why he prefers to hold exceptional companies.
2:46:20ENJordan Jonas Won Alone Season 6 Without Losing a Poundゲスト Jordan Jonas · ホスト Lex FridmanThe survivalist tells Lex Fridman how a moose, a wolverine, freight trains, and a year with Evenki herders taught him to hunt, to wait, and to stay a candle when the woods go quiet.
13:19ENTesting GPT-4o Mini Against GPT-4o at LaunchMatthew Berman · Forward FutureMatthew Berman compares OpenAI's 2024 small model on coding, reasoning and image prompts, with a sponsored HP and Intel laptop segment.
1:00ENAn Argument for Greater Accountability in GovernmentTwo All-In speakers criticize weak accountability and call for reviews of government institutions and programs.
49:51ENCameron Adams on Canva: Designing for Delight, Depth and Changeゲスト Cameron Adams · ホスト Harry StebbingsThe Canva co-founder discusses onboarding, AI, enterprise products and the decisions behind launches that succeeded or fell short.
1:21:53ENHippoRAG Matches Iterative Retrieval at One-Tenth the Online Costホスト Nathan LabenzA hippocampus-inspired knowledge graph lets multi-hop questions skip the brute-force document crawl.
15:16ENAI News in July 2024: Small Models, Robot Hands and a Self-Charging DroneMatthew Berman · Forward FutureMatthew Berman reviews model announcements, creative demonstrations, AI education and training-data concerns in a snapshot of one week in 2024.
3:16ENJP on Machine Learning and Trading at Jane StreetJP · Jane StreetA Hong Kong equities trader describes his changing workday, the growth of research infrastructure, and the distinctive challenges of machine learning in finance.
2:46ENMatt on Machine Learning and Trading at Jane StreetMatt · Jane StreetA Hong Kong equities trader describes the challenges of financial data, the firm’s ML roles and its collaborative culture.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartホスト Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
0:37ENPedro Franceschi on Treating Liquidity as a Company MilestoneThe Brex co-founder reflects on tender offers and an IPO.
1:43:47ENThey want AI safety to quote failure odds the way civil engineers quote a bridgeホスト Nathan LabenzNora Ammann and Ben Goldhaber walk Nathan Labenz through Guaranteed Safe AI: world models, safety specs, verifiers, and why a chatbot’s good character is the wrong type for a dam.
53:24ENPedro Franceschi on Brex’s Product Focus, Leadership and IPO Readinessゲスト Pedro Franceschi · ホスト Harry StebbingsThe Brex CEO discusses founder mental health, enterprise customers, financial infrastructure and building a more predictable business.
7:43ENHow to Run STORM for AI-Assisted ResearchMatthew Berman · Forward FutureMatthew Berman demonstrates Stanford’s research tool, from its 2024 local setup to a cited article about dogs. The interface runs locally, while his demonstration relies on external AI and search APIs.
0:58ENASUS Vivobook S 15: A Copilot+ PC with an NPUMatthew Berman · Forward FutureMatthew Berman introduces the laptop and its local AI features in a sponsored short.
1:07:05ENAlphaGo Combined Learning and Search. Language Models Only Did the First Half.Reflection AI's Misha Laskin tells Sequoia why prompted coding agents stall in the teens, and why the missing piece is still a ground-truth reward.
14:15ENOpenAI’s Reported Strawberry Project and a Five-Level AGI FrameworkMatthew Berman · Forward FutureMatthew Berman examines 2024 reporting on a reasoning project, long-horizon tasks and a proposed scale for AI capabilities.
1:07:40ENSaam Motamedi on AI Valuations, Series B Risk and Backing Foundersゲスト Saam Motamedi · ホスト Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.
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