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51:31ENThey Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:52ENAnthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.
1:29:35ENFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI Automation게스트 Fred Turner · 진행자 Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:13:48ENCarriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.
3:46:12ENKay Ke on Physical Intelligence, Robot Learning, and the Future of Robotics게스트 Kay Ke · 진행자 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.
1:26:12EN20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.
1:00:47ENAI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.
48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
1:04:36ENWix CEO Avishai Abrahami on Base44, AI and Building for Small Businesses게스트 Avishai Abrahami · 진행자 Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.
2:23:38ENDavidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment Target진행자 Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.
1:00:08ENArvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.
2:06:41ENZero the J-Space and a Model's Hidden Goal Lights Up on Token One진행자 Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.
50:57ENA Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber진행자 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise Adoption게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
41:05ENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbers진행자 Sarah Guo, Elad GilGlenn Fogel cashed his 1999 bonus, joined Priceline in February 2000, and watched the Nasdaq peak a week later — then spent 25 years turning a near-delisting into a thousand-fold ride he now wants to spend on AI travel agents.
1:06ENTwo GPT-5.6 Coding Demos: A Block World and a SpreadsheetMatthew Berman · Forward FutureMatthew Berman shows a Minecraft-like game and an Excel-like application built with Codex and GPT-5.6.
1:53ENWhat Anthropic’s J-Space Research Suggests About AI ReasoningMatthew Berman · Forward FutureMatthew Berman discusses internal model representations, interventions and the question of consciousness, while the research itself describes important limits.
55:19ENThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.
0:24ENClaude Fable 5 Access Extended Through July 12, 2026Matthew Berman · Forward FutureMatthew Berman reports a short extension for paid Claude subscribers, without a reset of their existing usage quota.
18:34ENModel Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture Strategy게스트 Mike Mignano · 진행자 Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
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