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1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of Competitionゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
15:03ENClaude Tag and the Risk of Locking Company Context into an AI ProviderMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s Slack-based assistant and argues that shared AI workers could reshape software, competition and control of organizational knowledge.
19:57ENTheo on the Fable 5 Restrictions: Security, Lawsuits, and Open ModelsTheoAfter access to Anthropic’s Fable 5 and Mythos 5 was suspended in June 2026, Theo examines the government’s stated security concerns and the questions they raised for developers.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
0:52ENA 12-Day Codex Run to Build an Excel CloneMatthew Berman · Forward FutureMatthew Berman describes giving Codex a brief goal and manually stopping it after more than 12 days, then demonstrates the resulting spreadsheet.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
49:05ENJason Yuan on Hivemind, Social AI and the Risks of Sharing Between Friendsゲスト Jason Yuan · ホスト Ellis HamburgerThe founder describes an AI that asks people in a network for answers, creates opportunities for connection and must navigate imperfect privacy safeguards.
15:12ENTwelve Open-Source AI Projects for Agents, Video, Coding and VoiceMatthew Berman · Forward FutureMatthew Berman surveys tools ranging from long-running agent frameworks to document OCR, skill security and local speech generation.
0:45ENTheo: Build Things by Solving Your Own ProblemsTheoChoosing a project can feel daunting. Theo starts with a problem he actually has and follows the next problems it reveals.
2:29:20ENThe Market Will Not Choose an Honest Modelホスト Nathan LabenzJournalist Robert Wright tells Nathan Labenz that AI is a selection problem, a geopolitical problem, and a moral test humanity may not pass.
44:34ENTheo’s Six Ideas for Better Developer Tools and PlatformsTheoFrom safer package distribution to an open mobile platform and unusual AI benchmarks, Theo shares projects he hopes others will build.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model Economicsゲスト Nikesh Arora · ホスト Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
0:26ENTheo on Agent Workflows: Don't Predefine Every PersonaTheoTheo explains his initial skepticism about orchestrating multiple coding agents and why he sees predefined personas as a poor fit for AI's dynamic nature.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight Washingtonホスト Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and Fundraisingゲスト Ryan Petersen · ホスト Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
23:21ENTheo: Think Bigger When AI Makes Building CheaperTheoTheo compares AI-assisted development with the cloud transition and explains why he is experimenting with a broader developer platform.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIホスト Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
0:59ENTheo: Design Agent Feedback Loops Instead of Every PromptTheoAfter mixed results with early loops, Theo describes why agent-driven review and iteration changed his mind about prompting.
16:11ENSeven AI Coding Agent Loops and When to Use ThemMatthew Berman · Forward FutureMatthew Berman explains how triggers, goals and repeatable checks can turn coding tasks into agent workflows, with examples for performance, documentation and product quality.
0:36ENTheo: Use One-Off Code to Coordinate Agent LoopsTheoA short example of an agent writing temporary code to trigger a workflow makes Theo rethink how models can prompt themselves.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and Roboticsゲスト Rory O’Driscoll, Everett Randle · ホスト Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
24:44ENTheo on Coding Agent Loops: Review, Coordination, and CostTheoTheo describes moving from manually passing review feedback to dynamic agent workflows, including an overnight multi-PR experiment and its limitations.
45:00ENLip-Bu Tan took the hardest job in chips to save Intelホスト Sarah Guo, Elad GilThe Cadence veteran and semiconductor investor tells No Priors how he is rebuilding Intel's culture, balance sheet, and foundry, and why he still wants a 10x from here.
2:48ENTheo on Claude Code Features He Wants Other Tools to AdoptTheoDespite his criticisms, Theo highlights skill scripts, context imports, side questions, workflows and remote control as ideas worth borrowing.
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