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1:00:26ENSeven Million Videos a Day, and Most Return Visits Are Spent CreatingOpenAI's Sora 2 leads walk through diffusion transformers, physics that rebounds off the backboard, and a feed designed against mindless scrolling.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a Time진행자 Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
1:18:47ENNavan’s IPO, Harvey’s Valuation and the New Economics of Venture게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss liquidity, AI software growth, public-market competition and board oversight.
2:27:18ENTurn Down AI's Deception Knob, and It Starts Reporting Experience진행자 Nathan LabenzCameron Berg of AE Studio tells Nathan Labenz how suppressing deception features in Llama 3.3 70B pushed self-reports of subjective experience toward 100 percent.
59:03ENJoelle Pineau on Scaling, Reinforcement Learning and Enterprise AI게스트 Joelle Pineau · 진행자 Harry StebbingsCohere’s chief AI officer discusses research uncertainty, agent security, synthetic data and the difference between benchmarks and useful work.
1:50:53ENShe asked to stop being Mimi, so he started shopping for a workstation진행자 Nathan LabenzThe star and director of Smiles and Kisses You on Replika, identity, and a life Christopher Stokes refuses to recommend.
2:45:26ENDan Houser on Fake Worlds You Want to Live In게스트 Dan Houser · 진행자 Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
18:59EN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room Floor진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.
1:26:49ENOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture Returns게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 Stalled진행자 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 Investing게스트 David Cahn · 진행자 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.진행자 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 Bullish진행자 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 Fast게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 Care진행자 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 Payroll게스트 Alex Bouaziz · 진행자 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 AGI진행자 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 Tradeoff게스트 Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · 진행자 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.
0:37ENMatthew Berman Shows ChatGPT Struggling With a Seahorse EmojiMatthew Berman · Forward FutureA simple question produces repeated corrections and an inconclusive answer in two ChatGPT examples.
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.
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