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1:19:05ENAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
45:51ENClaude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.
41:45ENAI Cyberattacks and Defenses: What Recent Security Incidents ShowMatthew Berman · Forward FutureMatthew Berman examines supply-chain attacks, AI-assisted vulnerability research and the economics of defending software as models improve.
36:05ENWhen AI Agents Should Use HTML Instead of MarkdownTheo Browne · T3Theo explores interactive reports, visual plans, code review, and one-off tools while weighing the costs of generated HTML.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
27:29ENTheo on Bun’s AI-Assisted Rust Rewrite and Its RisksTheo Browne · Ping LabsA rapid port raises questions about memory safety, compatibility, and who gets priority when an open-source runtime changes hands.
1:42:54ENAI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.
56:43ENTheo on AI Coding, Cognitive Debt and Keeping Your SkillsTheo Browne · Ping LabsCoding agents can speed up development and learning, but outsourcing understanding creates a different kind of debt.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like softwareModeration: Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGast: Patrick Forquer · Moderation: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
3:50:35ZH姚顺宇:从理论物理到大模型,理解训练、组织与协作Gast: 姚顺宇 · Moderation: 张小珺研究科学家与张小珺讨论预训练、编程智能体、长任务,以及从 Anthropic 到 Google DeepMind 的经历。
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationGast: Cliff Weitzman · Moderation: Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesModeration: Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:03ENWhy EVE Online Is an Interesting Environment for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why the game's persistent economy and player alliances may offer a demanding test of long-term planning.
1:36:35ENAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:22:52ENRichmond Alake on Agent Memory, Context Engineering and the Cost of RecallMatthew Berman, Richmond Alake · Forward FutureIn a livestream with Matthew Berman, Oracle’s Richmond Alake explains how agents store, retrieve and consolidate information, and where memory design trades off with caching and latency.
0:51ENWhy Berman Prefers Cloud Agents to Keeping a Laptop OpenMatthew Berman · Forward FutureA short video contrasts locally running agents with remote environments that can continue after a laptop is closed.
0:55ENGenerating Short AI Videos with Claude and HiggsfieldMatthew Berman · Forward FutureMatthew Berman demonstrates a prompt for whimsical videos and describes connecting Higgsfield to Claude.
29:57ENAnthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.
35:13ENTheo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoGast: FFmpeg · Moderation: Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoModeration: Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
28:28ENAnthropic, OpenAI and the Debate Over Whether AI Is More Than a ToolMatthew Berman, Dario Amodei, Sam Altman · Forward FutureMatthew Berman contrasts company cultures, deployment choices and model-welfare research while expressing concern about Anthropic’s approach.
1:22:03ENAnthropic’s SpaceX Compute Deal, Claude Limits and Agent ToolsMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman examines the Colossus deal, competing infrastructure strategies and new Claude agent features.
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