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1:03:08ZH朱啸虎:DeepSeek 如何改变我对 AI 的判断게스트 朱啸虎 · 진행자 张小珺2025 年初,投资人回顾对开放模型、应用创业和人工智能的看法。
1:03:51ENMax Levchin on Hiring, Postmortems and Leading Affirm게스트 Max Levchin · 진행자 Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
2:16:17ENA 10B Model Trained Across Three Continents — and an H200 for $1.49 an Hour진행자 Nathan LabenzPrime Intellect's founders lay out a four-step plan to turn spare global GPUs into collectively owned intelligence, and argue that reinforcement learning just made their job easier.
10:01ENDeepSeek R1 Code Optimization and a $3 Visual Counting ExperimentMatthew Berman · Forward FutureMatthew Berman examines a human-guided coding improvement and a small reinforcement-learning experiment, then considers their implications for AI research.
54:47ENNinety Thousand Games a Day: Roblox's Bet That AI Should Wash the DishesStef Corazza, head of generative AI at Roblox, tells Sequoia how a free Studio assistant, a community data bargain, and a 3D foundation model are meant to teach AI game development.
13:04ENDeep Research, AI Takeoff and the Limits of Early ReactionsMatthew Berman, Sam Altman · Forward FutureMatthew Berman surveys February 2025 reactions to OpenAI’s research agent and argues that reasoning and tools could accelerate AI progress.
2:49:35ZH潘嘉怡解读 R1、o1 与 Kimi K1.5:强化学习如何教模型学会推理게스트 潘嘉怡 · 진행자 张小珺伯克利博士生潘嘉怡带读 DeepSeek、OpenAI 与 Kimi 的推理模型报告,拆解长思维链、GRPO、奖励设计与蒸馏。R1-Zero 的“顿悟时刻”展示了推理策略如何在强化学习中涌现。
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AI게스트 Nabeel Hyatt · 진행자 Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
12:07ENTinyZero: A $30 Reinforcement-Learning Experiment on a Small Arithmetic TaskMatthew Berman · Forward FutureMatthew Berman explains how a pretrained Qwen model learned to search and check answers in Countdown, and why the experiment does not recreate DeepSeek-R1.
5:06:18ENDeepSeek's $5 million training claim and the five-year bet on compute진행자 Lex FridmanDylan Patel and Nathan Lambert walk Lex Fridman through DeepSeek-V3 and R1, export controls, TSMC, megaclusters, and who actually makes money in the AI race.
9:58ENMatthew Berman Tests o3-mini on Games, Puzzles and Web SearchMatthew Berman · Forward FutureA 2025 hands-on test finds working game prototypes and several successful answers alongside a delayed Tetris row, an ambiguous puzzle and a search configuration mistake.
6:44ENTesting DeepSeek Janus-Pro for Image Understanding and GenerationMatthew Berman · Forward FutureMatthew Berman tries the 7B multimodal model on diagrams, memes and image prompts using a sponsored cloud GPU demonstration.
24:22ENDario Amodei on DeepSeek, AI Costs and Chip Export ControlsMatthew Berman, Jonathan Ross, David Sacks · Forward FutureMatthew Berman examines the Anthropic CEO’s 2025 essay, the limited evidence behind distillation allegations and the economics of model training.
57:31ENTS Anil on Monzo’s Turnaround, Product Strategy and Global Ambitions게스트 TS Anil · 진행자 Harry StebbingsThe Monzo CEO explains how the bank addressed interlocking funding and control problems, built a diversified revenue model and is thinking about expansion.
9:58ENOpenAI o3-mini Launch: Reasoning Effort, Benchmarks and a Snake TestMatthew Berman · Forward FutureIn January 2025, Matthew Berman reviews OpenAI’s reported results and tries two coding examples with different reasoning settings.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans Burned진행자 Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
57:11ENA Million Tokens Cannot Write a Good Joke진행자 Jacob EffronPrinceton's Arvind Narayanan on why agent evals mislead, inference scaling hits a wall, and AI looks more like the internet than an overnight revolution.
7:41ENCES 2025 and Running DeepSeek R1 Distills on an RTX 5090Matthew Berman · Forward FutureMatthew Berman tours AI demonstrations at CES and runs two quantized DeepSeek R1 distilled models locally on an NVIDIA GPU.
1:50ENFive AI Trends Discussed by Coveo’s Sébastien PaquetMatthew Berman · Forward FutureMatthew Berman summarizes a 2025 interview on production systems, smaller models, agents and trust.
0:52ENGenie 2 Generates Interactive Worlds for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why Google DeepMind’s image-conditioned world model could help researchers create environments for agents, while the early demonstrations have clear limits.
56:07ENBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10x진행자 Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:00:02ENJonathan Ross on DeepSeek, Open Models and AI Infrastructure게스트 Jonathan Ross · 진행자 Harry StebbingsThe Groq CEO discusses reported training costs, inference demand, competitive strategy and the security concerns surrounding AI.
5:27ENWays to Try DeepSeek R1: Hosted and Local Distilled ModelsMatthew Berman · Forward FutureMatthew Berman demonstrates DeepSeek chat, Groq’s hosted distill and a local model in LM Studio.
20:34ENDeepSeek R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines 2025 reactions to DeepSeek, from training efficiency and market losses to open weights, privacy and the possibility of a demand rebound.
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