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1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returnsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.
55:03ENNeil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.
1:39:05ENThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has Stalledホスト Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.
41:32ENMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.
1:13:29ENDavid Cahn on AI Infrastructure, Startup Growth and Defense Investingゲスト David Cahn · ホスト Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.ホスト Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullishホスト Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
1:34:12ENThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too Fastゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.
27:19ENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to Careホスト Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.
44:10ENOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.
1:17:01ENDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global Payrollゲスト Alex Bouaziz · ホスト Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.
2:49:12ENWhy China's Master Plan for AI Never Mentions AGIホスト Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio Tradeoffゲスト Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
32:22ENQwen Image Edit Plus Compared With Nano Banana, Seedream and GPT Image 1Matthew Berman · Forward FutureMatthew Berman compares four image-editing models across compositing, precise edits, style transfer, object removal and weather effects.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantホスト Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:29:30EN2,500 Compounds and a 51 Percent Hit Rate: How a Small Graph Net Found New Antibioticsホスト Nathan LabenzMIT's Jim Collins tells Nathan Labenz how a bootlegged 2018 project, a binary growth-inhibition label, and Chemprop graph networks pulled novel antibiotics out of chemical space that labs could never screen by hand.
44:47ENThe Last Mile Is Where Contact-Center AI Gets RealCresta CEO Ping Wu and Sequoia's Doug Leone on why 17 to 20 million agents, legacy systems, and last-mile integration will decide who wins customer experience.
2:42:06ENThe word 'evil' ends the conversationゲスト Julia Shaw · ホスト Lex FridmanCriminal psychologist Julia Shaw talks with Lex Fridman about the dark tetrad, serial killers, jealousy, bisexuality, and why generative AI is the ultimate false-memory machine.
1:03:45ENMike Cannon-Brookes on AI Valuations, Software Design and Building Atlassian to Lastゲスト Mike Cannon-Brookes · ホスト Harry StebbingsThe Atlassian CEO explains why he expects more software engineers, how he evaluates AI bets, and why creativity matters across technology cycles.
36:58ENSTaR's Author Wants Models With EQ, Not Just More IQホスト Sarah Guo, Elad GilEric Zelikman, the Stanford and xAI researcher behind STaR and Quiet-STaR, launches humans& on the bet that three years of IQ scaling left models emotionally unintelligent.
1:32:36ENOpenAI’s AMD Deal and the Venture Math Behind AI’s Biggest Roundsゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss conditional chip warrants, AI development tools and what high valuations demand from investors.
1:53:50ENA curriculum rewrite takes five years. AI does not wait.ホスト Nathan LabenzJohan Falk, a Swedish teacher-turned-analyst, argues that AI literacy and AI friends are more urgent than putting a tutor in every classroom.
44:09ENGreg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
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