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8 Folien31:22EN
Matthew Berman· 26. Mai 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.Coding-AgentenAI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· 26. Mai 2026Podcast · 2 StimmenAndrew Feldman on AI Chips, Data Centers and Compute DemandGast: Andrew Feldman · Moderation: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInferenceInfrastruktur & Deployment+2
2:13:11EN
Cognitive Revolution "How AI Changes Everything"· 24. Mai 2026PodcastThe Models Understand Shutdown. They Just Don't Care.Moderation: Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.SicherheitSicherheit & GovernanceAI security+3
1:23:34EN
20VC with Harry Stebbings· 23. Mai 2026Podcast · 3 Stimmen20VC on Enterprise Sales Hiring, Compensation and AIGast: Chad Peets, Chris Degnan · Moderation: Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.SalesHiringGo-to-Market+2
59:41EN
Unsupervised Learning: With Jacob Effron· 22. Mai 2026PodcastThe GPT moment for video hasn’t arrived, but AGI may already be hereModeration: Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.Modelle & TrainingWorld modelsReinforcement Learning+3
1:27:17EN
20VC with Harry Stebbings· 21. Mai 2026Podcast · 3 StimmenAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performanceEnterprise-KI+2
29:36EN
Jane Street· 21. Mai 2026Jane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.GPU programming & kernelsInfrastruktur & DeploymentMachine Learning+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 21. Mai 2026Podcast · 2 StimmenCerebras Waited Ten Years for a Market That Finally Needed SpeedModeration: Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Infrastruktur & DeploymentCompany BuildingLeadership+3
Folien18:39EN
Matthew Berman· 21. Mai 2026Matthew Berman on Andrej Karpathy Joining Anthropic and AI PessimismMatthew Berman, Eric Schmidt · Forward FutureKarpathy’s move to Anthropic prompts a reflection on research talent, public anxiety and how the AI industry talks about the future. Berman separates his own optimism from the harder question of what motivates someone else’s career choice.AnthropicAI StrategyFuture of Work+2
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Cognitive Revolution "How AI Changes Everything"· 20. Mai 2026PodcastThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereModeration: Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.Unternehmen & StrategieAgent EngineeringDistillation+3
30:19EN
Matthew Berman· 20. Mai 2026Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
38:24EN
Sequoia Capital· 19. Mai 2026PodcastServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.Unternehmen & StrategieEnterprise-KIWorkflow automation+3
Folien1:13EN
Matthew Berman· 18. Mai 2026Anthropic Overtakes OpenAI in Ramp's Business Adoption IndexMatthew Berman · Forward FutureMatthew Berman discusses a May 2026 spending-based index and Anthropic's reported growth.AnthropicOpenAIAI Adoption
1:35:14EN
20VC with Harry Stebbings· 18. Mai 2026Podcast · 2 StimmenJosh Browder on Early Investing, DoNotPay and Founder DecisionsGast: Josh Browder · Moderation: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
1:08:23EN
20VC with Harry Stebbings· 16. Mai 2026Podcast · 2 StimmenShiv Rao on Building Abridge, Clinical Workflows and AIGast: Shiv Rao · Moderation: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 15. Mai 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensModeration: Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.AgentenAgent EngineeringContext Engineering+3
1:21:56EN
Unsupervised Learning: With Jacob Effron· 15. Mai 2026PodcastYann LeCun Left Meta Because LLMs Will Not Get You to IntelligenceModeration: Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.Modelle & TrainingWorld modelsAI research+3
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
5 Folien15:48EN
Jane Street· 15. Mai 2026Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.Infrastruktur & DeploymentAI cost & performance
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Matthew Berman· 15. Mai 2026A Claimed Crypto Wallet Recovery Using Claude CodeMatthew Berman · Forward FutureMatthew Berman recounts a viral account of recovering access to an old Bitcoin wallet with an AI coding tool.Coding-AgentenSicherheit
38:01EN
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
2 Folien0:48EN
Matthew Berman· 14. Mai 2026Figure’s Humanoid Robots Sort Parcels in a Livestreamed DemonstrationMatthew Berman · Forward FutureMatthew Berman watches Figure’s package-handling test and estimates its eight-hour throughput. The demonstration used multiple robots and measured a narrow task.RoboticsAutonomous SystemsAI Adoption
1:19:05EN
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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