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6 Folien41:05EN
Matthew Berman· 15. Mai 2026Anthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.GeopoliticsAI RegulationSemiconductors+2
Folien1:01:41EN
Matthew Berman· 15. Mai 2026What Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.Enterprise-KIAI AdoptionAnthropic+2
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No Priors: AI, Machine Learning, Tech, & Startups· 14. Mai 2026Podcast · 2 StimmenThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessModeration: Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.Unternehmen & StrategieAI StrategyInfrastruktur & Deployment+3
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20VC with Harry Stebbings· 14. Mai 2026Podcast · 3 StimmenAI 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.Venture CapitalAI cost & performanceEnterprise-KI+2
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Sequoia Capital· 13. Mai 2026PodcastOn 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.Multimodal & MedienGenerative mediaProduct Strategy+3
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Matthew Berman· 12. Mai 2026AI 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.AI securitySicherheitAI Safety+2
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20VC with Harry Stebbings· 11. Mai 2026Podcast · 2 StimmenPatrick 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.SalesGo-to-MarketEnterprise-KI+2
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20VC with Harry Stebbings· 9. Mai 2026Podcast · 2 StimmenCliff 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.Company BuildingGrowth StrategyAI Strategy+2
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Cognitive Revolution "How AI Changes Everything"· 9. Mai 2026PodcastMilliseconds 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.Unternehmen & StrategieRecommendation systemsEmbeddings+3
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20VC with Harry Stebbings· 7. Mai 2026Podcast · 3 StimmenAI 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.Venture CapitalAI cost & performanceEnterprise-KI+2
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Lex Fridman· 6. Mai 2026Podcast · 2 StimmenEvery 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.Open Source & CommunityOpen-source ecosystemsSoftware engineering+3
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Cognitive Revolution "How AI Changes Everything"· 6. Mai 2026PodcastCreators 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.Produkt & UXProduct engineeringGenerative media+3
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20VC with Harry Stebbings· 4. Mai 2026Podcast · 2 StimmenTobi Lütke on Building Shopify, AI and the Future of WorkGast: Tobi Lütke · Moderation: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.LeadershipFuture of WorkAI Adoption+2
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20VC with Harry Stebbings· 2. Mai 2026Podcast · 2 StimmenBecca Lindquist on Clay’s Sales Hiring, Compensation and AIGast: Becca Lindquist · Moderation: Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.SalesHiringGo-to-Market+2
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No Priors: AI, Machine Learning, Tech, & Startups· 1. Mai 2026Podcast · 2 StimmenInference Is the Last Market: Baseten’s 30x YearModeration: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.Infrastruktur & DeploymentInferencePost-training+3
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Matthew Berman· 1. Mai 2026Testing AI Reasoning, App Store Lookalikes and the Debate Over AnthropicMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman tests a car-wash prompt, discusses AI subscription limits and considers reported employee monitoring for model training.AI agentsBenchmarksPrompting & in-context learning+2
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Cognitive Revolution "How AI Changes Everything"· 1. Mai 2026PodcastThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Moderation: Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.Modelle & TrainingReinforcement LearningPost-training+3
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20VC with Harry Stebbings· 30. Apr. 2026Podcast · 3 StimmenAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.Venture CapitalAI cost & performanceEnterprise-KI+2
1:20:29EN
20VC with Harry Stebbings· 27. Apr. 2026Podcast · 2 StimmenAdam Foroughi on AppLovin, AI and Building a Lean CompanyGast: Adam Foroughi · Moderation: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.Company BuildingLeadershipAI Adoption+2
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Cognitive Revolution "How AI Changes Everything"· 26. Apr. 2026PodcastA thousand searches for five cents, and a high score that did not require cheatingModeration: Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.Unternehmen & StrategieRetrieval-Augmented GenerationSearch & retrieval+3
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20VC with Harry Stebbings· 25. Apr. 2026Podcast · 2 StimmenAmjad Masad on Replit, Coding Agents and the Future of SoftwareGast: Amjad Masad · Moderation: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.Coding-AgentenAI StrategyCompany Building+2
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20VC with Harry Stebbings· 23. Apr. 2026Podcast · 3 StimmenCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.Venture CapitalEnterprise-KIInvesting+2
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Matthew Berman· 23. Apr. 2026Claude Code Subscription Changes and the AI Compute CompetitionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines a pricing-page test, third-party agent restrictions and competing claims about compute capacity and customer access.AI StrategyCoding-AgentenAI cost & performance+1
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Cognitive Revolution "How AI Changes Everything"· 23. Apr. 2026PodcastClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed NeutralModeration: Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.Sicherheit & GovernanceModel InterpretabilityAI research+3
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