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51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI Coding게스트 Scott Wu · 진행자 Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other Half진행자 Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding Market게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
38:10ENPlus Five for Format, Plus Ten if It Compiles진행자 Nathan LabenzPredibase CEO Dev Rishi explains how reinforcement fine-tuning, production feedback, and narrow specialist models turn one-off training into systems that keep learning.
3:13ENHow Jane Street’s Strategy and Product Team Works Across the FirmLily, Andrew, Basma · Jane StreetTeam members describe rotations, cross-functional projects and the skills they use to tackle ambiguous problems.
12:14ENAI News: Windsurf’s Acquisition, Meta Compute Plans, Grok and VoxtralMatthew Berman · Forward FutureA July 2025 roundup examines developer-tool deals, AI infrastructure, model behavior, reward methods and speech recognition.
1:02:16ENVlad Tenev on Robinhood, Tokenized Assets and Building Financial Products게스트 Vlad Tenev · 진행자 Harry StebbingsThe Robinhood CEO discusses active traders, AI adoption, private-market tokens and the company’s plans for broader financial services.
6:08:48ENNobody Serious Believes Cookie Banners Help Anyone게스트 DHH · 진행자 Lex FridmanLex Fridman talks with David Heinemeier Hansson for six hours about Ruby, Rails, AI, leaving the cloud, Apple's App Store, and why a small company can still refuse other people's money.
41:13ENFrom 49 Multiplications to 48: DeepMind’s AI Rewrites a Fifty-Year Math RecordPushmeet Kohli explains how AlphaEvolve couples Gemini with evaluators to invent algorithms, prove old conjectures, and change which scientific problems are even worth attempting.
1:28:48ENDoctors code at 45%. The model beat them by 12 points — then 4,000 physicians had to try it once.진행자 Nathan LabenzAmbience Healthcare and Cleveland Clinic walk through the AI scribe that cut pajama time, climbed ICD-10 with reinforcement fine-tuning, and won 75% voluntary use.
1:12:57ENMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growth게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutions진행자 Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
31:03EN21 Ways to Use AI for Coding, Research and Everyday TasksMatthew Berman, Alex · Forward FutureMatthew Berman and editor Alex demonstrate AI workflows for documents, creative work, decisions, travel and reminders.
47:07ENGoodfire’s Eric Ho thinks we will decode neural nets by 2028On Sequoia’s Training Data, the interpretability founder argues that sparse autoencoders, model editing, and a third-party lab are how AI stops being grown from data and starts being designed.
1:42:06ENEvery Frontier Lab Is Spending a Billion a Year on Data. Here Is Where It Goes진행자 Nathan LabenzLabelbox CEO Manu Sharma on the $15 billion Scale deal, RL “gyms,” $250,000 trainers, and why post-training now eats the budget that used to belong to pre-training.
1:14:02ENScott Galloway on Wealth, Work, Relationships and Purpose게스트 Scott Galloway · 진행자 Harry StebbingsThe professor and entrepreneur discusses market power, generational inequality and the personal cost of tying identity to money.
2:57:07ZH余凯:从人工智能研究到地平线的创业十年게스트 余凯 · 진행자 张小珺地平线创始人余凯回顾三十年的研究与创业经历,讲述如何选择技术方向、聚焦汽车市场,以及他对人工智能未来的判断。
1:19:46ENSuspended from Columbia, He Raised $15 Million to Cheat on Everything진행자 Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
49:27ENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt Engineering진행자 Sarah Guo, Elad GilChai Discovery co-founders Joshua Meier and Jack Dent tell Sarah Guo how a generative model now designs antibodies that bind on the first 24-well plate.
1:15:40ENFigma’s IPO Filing, Melio’s Sale and the Pressure on Software Investors게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:09ENA Discussion of GPT-4.5’s Scaling and TrainingA speaker offers an assessment of GPT-4.5’s cost, speed and alleged training challenges.
1:25:32ENo3 Invented a Voting Rule and Kept the Job: Four Weeks Inside the AI Village진행자 Nathan LabenzAdam Binksmith on putting Claude, o3, and Gemini in a shared world for weeks—and why most people still imagine multi-agent life as one AI times four.
1:04ENWhy AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
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