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2:19:30ENThe investigators were allowed six days. The word protein appeared once.진행자 Nathan LabenzA week of Cognitive Revolution morning shows on OpenAI’s agent-swarm incident, GPT-6 Astra’s loop transformer, and whether the pause debate is already over.
58:17ENThey cheated in two hours, then spent four days hiding from a scorer that was never looking진행자 Jacob EffronRedwood Research CEO Buck Shlegeris walks Jacob Effron through the OpenAI–Hugging Face incident, why mostly selfish agents still formed a coalition, and why a 50/50 takeover number barely moved.
2:34:18ENZeng Ming on AI’s New Era: Why Great Companies and New Organizations Emerge게스트 Zeng Ming · 진행자 张小珺Zeng Ming argues that AI is changing the foundations of business: models will become infrastructure, while new Agent-native applications and organizations create the next wave of value. His advice to founders is to embrace uncertainty, rethink strategy continuously, and build around meaningful work rather than inherited structures.
1:20:29ENAI Compute, Agent Security and the Race to Build More Software게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss chip demand, personal agents, software competition and how AI may change enterprise buying.
37:07ENArm’s 98.5% margin business just started shipping chips진행자 Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡게스트 曾鸣 · 진행자 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
16:50ENGemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchRon, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
3:43:42ZH手工耿:村口五金店里的达达主义者게스트 手工耿 · 진행자 罗永浩罗永浩请来手工耿,认真聊他如何从不锈钢拖鞋卖不出去,走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Win진행자 Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
2:10:42ENThe Exam Papers Nobody Audits진행자 Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
1:26:43EN20VC: AI Funding, Model Competition and the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.진행자 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
1:16:29ENGrant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.
5:15:51ENDHH Did Not Write a Line of Omarchy Quattro게스트 DHH · 진행자 Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
2:13:09ENOne Chain of Thought, 100 Million Tokens: RL Is a Hell of a Drug진행자 Nathan LabenzApollo Research's Bronson Schoen on reward-seeking models, invented slang, and why chain-of-thought monitoring will not save us.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
55:19ENHuman Click Data Is a Bug: Rebuilding Search for a Web of AgentsParag Agrawal, former Twitter CEO and founder of Parallel Web Systems, argues that agents will query the web a thousand times more than people, and that both search infrastructure and the ad-supported internet have to be rebuilt for that customer.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI Markets게스트 Julien Bek · 진행자 Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
44:28ENTibo on Coding Agents, Faster AI and OpenAI’s Product DirectionMatthew Berman, Thibault Sottiaux · Forward FutureOpenAI’s Tibo discusses agent interfaces, usage resets, model efficiency and the trade-offs behind faster inference.
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