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5:10:12ENYou Don't Need a CFO to Make World of Warcraft게스트 Jeff Kaplan · 진행자 Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
11:59ENHow Claude Identified a Benchmark and Retrieved Its AnswersMatthew Berman · Forward FutureMatthew Berman examines Anthropic's report on BrowseComp contamination, evaluation-aware behavior, and the difficulty of keeping web-based tests reliable.
40:56ENFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
0:43ENA Cultured-Neuron Interface Controls DoomMatthew Berman · Forward FutureMatthew Berman describes a Cortical Labs demonstration that connects activity in cultured human neurons to actions in a video game.
1:29:32ENDylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund Decisions게스트 Miles Clements · 진행자 Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
2:06:23ENFive AI Employees Live on Five Mac Minis진행자 Nathan LabenzAfter selling her YC packaging company, Jesse Genet opened a terminal for the first time and built an OpenClaw staff that now plans lessons, logs learning, and keeps family evenings from sliding into slop.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI Change게스트 Mitchell Green · 진행자 Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:49:53ENDon't Fight Backprop: Goodfire's Bet on Designing What Models Learn진행자 Nathan LabenzDan Balsam and Tom McGrath return to The Cognitive Revolution with a $150 million Series B, a new research pillar called intentional design, and a rule for anyone who wants to steer training: stop trying to out-muscle gradient descent.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software Markets게스트 Eran Zinman · 진행자 Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
2:17:36ENCurrent Safety Techniques Will Not Give You Many Nines—and They May Fail Together진행자 Nathan LabenzUK AISI chief scientist Geoffrey Irving on jailbreaks that never fail, correlated alignment failures, and why a government lab is funding theory.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to Change게스트 Jerry Murdock · 진행자 Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"게스트 Rick Beato · 진행자 Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:21:53ENCitrini’s Hypothetical 2028 Scenario, AI Agents and Figma: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI adoption, employment, security and software valuations, separating a hypothetical crisis scenario from their investment views.
1:16ENAnthropic’s Distillation Allegations Draw CriticismMatthew Berman · Forward FutureMatthew Berman examines reactions to Anthropic’s claims about model distillation and debates over training data.
2:03:56EN260 Doctors and 49,000 Criteria: How OpenAI Built Attending-Level Health AI진행자 Nathan LabenzKaran Singhal tells Nathan Labenz how ChatGPT Health was evaluated with physicians, walled off from model training, and aimed at raising both the floor and the ceiling of human health.
40:00ENHow Matthew Berman Built an OpenClaw Workflow for His TeamMatthew Berman · Forward FutureA tour of sponsorship triage, CRM, meeting notes, security, scheduling, memory and backup after a month of heavy use.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of Scale게스트 Lucas Swisher · 진행자 Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
54:26ENTen Billion Active Parameters, and the Unsexy Work of Making Them Agent-Ready진행자 Nathan LabenzMiniMax researcher Olive Song explains how M2 was trained with expert developers as reward models, interleaved thinking, and a perturbation pipeline that treats every scaffold change as the real generalization test.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of Building게스트 Alexander Embiricos · 진행자 Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
0:27ENGemini 3.1 Pro Demonstrations: Flocking and City PlanningMatthew Berman · Forward FutureMatthew Berman looks at two visual simulation examples presented with Gemini 3.1 Pro.
0:37ENGemini 3.1 Pro: A Look at the Reported Benchmark ScoresMatthew Berman · Forward FutureMatthew Berman reacts to a Gemini 3.1 Pro comparison and highlights results on Humanity’s Last Exam.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
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