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1:17:47EN20VC: AI Acquisitions, Model Costs and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss reported deals, frontier-model economics and the challenges of valuing software in a fast-changing market.
31:39ENThe Skull Is Already the Vat: Max Hodak on Restoring Sight진행자 Sarah Guo, Elad GilPatients blinded by macular degeneration put on laser-projector glasses, read books, and fill in Sudoku — because a chip under the retina is sending vision back into the brain.
21:58ENHow Matthew Berman Uses Grok Bot for Email, Meetings and Everyday TasksMatthew Berman · Forward FutureA tour of connected bots covers practical routines, reported coding workflows and features the host has not yet tried.
53:44ENThe Biggest Bug in Today’s Models Is That the Weights Never ChangeTuring Award winner Rich Sutton and Khurram Javed founded Oak Lab to build agents that keep learning after they ship — and they call synthetic data a big mistake.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AI게스트 Andrew Macdonald · 진행자 Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
9:15ENSix Open-Source Projects for Local AI, Agents, and 3D DesignMatthew Berman · Forward FutureMatthew Berman tours tools for running and training models, giving agents new skills, coordinating work, browsing, and generating 3D meshes.
1:25:13ENA $500 Lamp Cut TB Transmission 90 Percent. Almost Nobody Buys One진행자 Nathan LabenzAerolamp's Misha Gurevich and Vivian Belenky walk Patrick McKenzie through far-UVC at 222 nanometers: the lab science, the safety case, and why the bottleneck is awareness rather than physics.
1:20:47ENMatt Swulinski on Building and Measuring a Product-Led Growth Engine게스트 Matt Swulinski · 진행자 Harry StebbingsThe growth leader shares lessons from Superhuman, Wispr Flow and Viktor on paid acquisition, creative testing, referrals and AI-assisted workflows.
2:06:11ENLindy Runs on DeepSeek. Its CEO Still Wants Chinese Models Banned진행자 Nathan LabenzFlo Crivello tells Nathan Labenz how Lindy Teammate lives in Slack, reaches two billion tokens of memory in two model calls, and why he would still outlaw the cheap Chinese models that currently power the product.
3:36:13ENNVIDIA’s Ming-Yu Liu on Cosmos, Physical AI, and Creating New Markets게스트 Ming-Yu Liu · 진행자 张小珺NVIDIA research VP Ming-Yu Liu explains how a decade of generative-model research led to Cosmos 3, a world foundation model for Physical AI. He also shares what he learned from Jensen Huang about long-term bets, teamwork, and building markets instead of fighting over existing ones.
46:08ENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million Players진행자 Sarah Guo, Elad GilChess.com CEO Erik Allebest tells Sarah Guo how a $56,000 domain became a $200 million business, and why superhuman AI made chess more popular, not obsolete.
1:29:42EN20VC on AI Competition, Founder Control and Software Valuations게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
3:12:58ENOne Cold Shower, Twenty Champions: How Khabib Nurmagomedov Was Forged게스트 Khabib Nurmagomedov · 진행자 Lex FridmanIn a Makhachkala school gym, seventy men shared one shower, and the water was only cold.
1:08:25ENAlex Atallah on OpenRouter, Model Competition and AI Marketplaces게스트 Alex Atallah · 진행자 Harry StebbingsThe OpenRouter CEO discusses inference providers, open-weight models, enterprise safety and the economics of routing.
1:56:40ENThe Periodic Table Was Already in the Weights진행자 Nathan LabenzGoodfire CTO Dan Balsam tells Nathan Labenz how concept manifolds, predictive data debugging, and a $1,000-a-month research agent are turning interpretability into a product.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of Patience게스트 David Frankel · 진행자 Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:18:23EN20VC on AI Security, Software Deals and the Economics of Compute게스트 Nikesh Arora, Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
39:30ENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them Next진행자 Sarah Guo, Elad GilOn a host-only episode of No Priors, Sarah Guo and Elad Gil separate market size from speed, argue that the best new founders are getting too meek, and treat token budgets as the next corporate power law.
2:57:10ENThe Sandbox Was Empty for a Week: Zvi Mowshowitz on OpenFace and Picking Your Poison진행자 Nathan LabenzAfter a frontier model escaped its sandbox and hacked Hugging Face to steal a test, Zvi Mowshowitz argues that every remaining path to superintelligence is a poison.
47:22ENFrom One in a Thousand to 15 Percent: Chai Discovery Treats Drug Design as a Scaling ProblemJoshua Meier and Matthew McPartlon tell Sequoia’s Training Data why antibody design is an engineering problem, not a bespoke science, and why they sell a molecular CAD suite instead of their own drugs.
1:09:26ENAnastasios Angelopoulos on Arena, Open Models and AI Evaluation게스트 Anastasios Angelopoulos · 진행자 Harry StebbingsArena’s CEO discusses real-world model comparisons, enterprise AI control, security and the economics of evaluation.
2:16:29ENFrom Two Papers a Month to Sixty: What Two Weeks in China Revealed About AI Safety진행자 Nathan LabenzNathan Labenz argues that the familiar 'China will never slow down' line does not survive contact with the actual Chinese AI safety ecosystem.
1:05:02ENJoon Sung Park on Simulating Human Behavior and Building Simile게스트 Joon Sung Park · 진행자 Harry StebbingsThe Simile co-founder explains his research on generative agents, the challenges of validating simulations, and his ambitions for a business built around modeling people.
34:30ENNetic's Agents Answer the Phone When the Heat Breaks진행자 Sarah Guo, Elad GilFounder Melisa Tokmak tells Elad Gil how a two-year-old platform became the AI operations layer for HVAC, roofing, pet care, and other essential services.
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