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26:50ENWhy Theo Thinks the Codex App Rebrand Misses Its Developer CommunityTheo Browne · Ping LabsThe unified ChatGPT desktop app adds useful agent features, but Theo Browne worries that a developer-focused identity is being lost.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of Workゲスト Arvind Jain · ホスト Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
17:34ENGPT-5.6, Grok 4.5 and Muse Spark: Comparing Capability, Cost and SafetyAI Explained compares new models across agentic work, coding and reasoning, and examines the limits of self-improvement and safety claims.
26:09ENWhat Theo Built with GPT-5.6 During Six Weeks of Early AccessTheo Browne · Ping LabsFrom mobile rewrites to a compiler prototype and remote machine repair, Theo Browne shares unusually large-scale experiments and their limits.
0:33ENThree Eras of AI Coding Agents: Tool Calls, Long Tasks, and OrchestrationTheo Browne · Ping LabsTheo Browne uses three model releases to explain how he sees coding agents developing.
0:18ENTheo on Why Natural Language Does Not Belong in a TerminalTheo Browne · Ping LabsA brief argument that developers’ attachment to familiar terminals can shape how they imagine new interfaces.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token Oneホスト Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
1:02:09ENJon Steinback on Marker, AI and the Thinking Behind Writingゲスト Jon Steinback · ホスト Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.
24:43ENGrok 4.5 for Coding: Theo’s Benchmarks and Early ExperienceTheo Browne · Ping LabsTheo Browne examines Grok 4.5’s cost, benchmark caveats, coding work and 3D experiments after early access in Cursor.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuberホスト Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise Adoptionゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersホスト Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:06ENTwo GPT-5.6 Coding Demos: A Block World and a SpreadsheetMatthew Berman · Forward FutureMatthew Berman shows a Minecraft-like game and an Excel-like application built with Codex and GPT-5.6.
0:20ENTheo on Guilt-Merging Pull Requests and Questioning CodeTheo Browne · Ping LabsA short reflection on why developers sometimes accept changes they do not think are right.
25:34ENAnthropic’s J-Space Research: What Its Experiments Reveal and What Remains UnknownMatthew Berman · Forward FutureMatthew Berman examines experiments on internal representations in Claude, from causal interventions to safety auditing and the limits of consciousness claims.
1:53ENWhat Anthropic’s J-Space Research Suggests About AI ReasoningMatthew Berman · Forward FutureMatthew Berman discusses internal model representations, interventions and the question of consciousness, while the research itself describes important limits.
28:11ENThe Tradeoffs of Running Open-Weight AI Models LocallyTheo Browne · Ping LabsTheo Browne separates the value of open weights from the hardware, concurrency and cost constraints of local inference.
0:22ENTheo Asks Why Teams Need a Separate System for Environment FilesTheo Browne · Ping LabsA brief prompt to reconsider how development teams share environment configuration.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
0:24ENClaude Fable 5 Access Extended Through July 12, 2026Matthew Berman · Forward FutureMatthew Berman reports a short extension for paid Claude subscribers, without a reset of their existing usage quota.
18:34ENModel Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
0:20ENTheo on Markdown Files as Instructions for Coding AgentsTheo Browne · Ping LabsA short observation about how agent tools can change the scale of a software idea.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture Strategyゲスト Mike Mignano · ホスト Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
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