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1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them Unused진행자 Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
48:03ENCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and Competition게스트 Max Junestrand · 진행자 Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
2:12:31ENMost Caffeine users have no idea they are on a blockchain진행자 Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.
2:25:10ENFine-Tuning Isn't Dead — But It Turned a Helpful Model Evil진행자 Nathan LabenzNathan Labenz on why prompting replaced fine-tuning for most work, what emergent misalignment actually showed, and how he is thinking about jobs, UBI, and AGI.
1:23:12ENVenture Returns, OpenAI Litigation and the Economics of AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:08ENWill AI Change What Programmers Do?Matthew Berman · Forward FutureMatthew Berman responds to Ryan Dahl's prediction about writing code and argues that systems thinking will remain important.
39:47ENThe Context at Step 14 Isn't in the CodeLangChain cofounder Harrison Chase on why long-horizon agents finally work—and why traces, harnesses, and first-draft workflows matter more than scaffolding.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of Deals게스트 Winston Weinberg · 진행자 Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
2:29:42ENTwelve hooks and thirty files: Daniel Miessler’s personal OS on Claude Code진행자 Nathan LabenzThe PAI framework treats scaffolding, not the model, as the product — a goal-centered agent stack that Miessler thinks will decide both knowledge-work automation and the next cybersecurity race.
1:02ENA Speed-Reading Display That Shows One Word at a TimeMatthew Berman · Forward FutureA short visual demonstration presents words in rapid succession at increasing displayed speeds.
1:30:52ENAI Financing, Venture Scale and the Risks Behind Growth Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate model-provider competition, large venture funds and a proposed wealth tax.
1:40:51ENReasoning Models Just Made the Other 80–90% of Enterprise Data Usable진행자 Nathan LabenzSnowflake VP of AI Baris Gultekin on text-to-SQL, RAG, agent design, and why inference has to run next to governed data.
1:12ENSAM Audio: Separating a Voice from a Noisy VideoMatthew Berman · Forward FutureIn a Meta-partnered demonstration, Matthew Berman isolates a speaker’s voice and plays the remaining background sound.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
3:06:19ENThey Call Themselves Brothers: First Contact in the Amazon게스트 Paul Rosolie · 진행자 Lex FridmanPaul Rosolie tells Lex Fridman about a historic encounter with an uncontacted Amazon clan, a narco war on his river, and the race to buy the last wild corridor.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI Businesses게스트 Alex Rampell · 진행자 Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:36ENWhy Humanoid Robots Can Move Beyond Human LimitsMatthew Berman · Forward FutureMatthew Berman explains why joints that rotate beyond human ranges could help robots work in factories.
1:54:30ENFrom One in Ten Cancer Cells to One in a Million진행자 Nathan LabenzNathan Labenz's solo AMA updates his son's lymphoma treatment, calls Claude Opus 4.5 software AGI, and ranks the live players of early 2026.
38:28ENOscar Hoglund on Value Chains, AI Tools, and Building Epidemic Sound Without Losing Your Life게스트 Oscar Hoglund · 진행자 Marina MogilkoEpidemic Sound’s cofounder joins Marina Mogilko to explain creative contrast, the move from feature to platform, and the discipline behind sustainable company building.
1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobs진행자 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
1:27:29ENAI Chip Deals, Founder Exits and the Future of Work게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported Groq and Manus deals, AI compensation, public markets and hiring.
1:01:38EN13-Hour Coffee and 2x Throughput: Physical Intelligence Crosses the Deployment LineKarol Hausman and Tobi Springenberg tell Sequoia’s Training Data how a general robot brain, plus real-world RL, turned coffee, laundry, and chocolate boxes into jobs that actually run.
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