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18:34ENModel Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.
4:41ENInside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyGast: Mike Mignano · Moderation: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:11:53ENSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGast: Clay Bavor · Moderation: Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.
1:47:38EN19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipModeration: Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperModeration: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:29:02ENFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreModeration: Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.
3:51:47ENForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGast: Anthony Kaldellis · Moderation: Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.
1:10:15ENThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.
0:42ENMatthew Berman's Concern About Access to Frontier AIMatthew Berman · Forward FutureIn a short commentary, Berman argues that restricted model access could disadvantage startups and slow US innovation.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGast: K. R. Sridhar · Moderation: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
12:26ENHermes Agent: Hosted Setup, Skills, Scheduled Tasks and TelegramMatthew Berman · Forward FutureIn a sponsored June 2026 tutorial, Matthew Berman demonstrates a managed Hermes installation and explores its tools, memory and messaging integrations.
0:25ENApple’s June 2026 Price Increases and the Memory ShortageMatthew Berman · Forward FutureMatthew Berman links higher Mac and iPad prices to the demand for memory driven by AI infrastructure.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGast: Paul Erlanger · Moderation: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:57:46EN30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingModeration: Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.
1:08ENMatthew Berman Criticizes GPT-5.6’s Restricted PreviewMatthew Berman · Forward FutureA June 2026 reaction to the government-requested staged release argues that limited access disadvantages independent builders.
19:49ENMatthew Berman on Restricted AI Model Releases and the Risk of Concentrated PowerMatthew Berman · Forward FutureA June 2026 commentary argues that limited previews for frontier models could disadvantage startups and independent developers.
1:02ENAnthropic Accuses Alibaba-Linked Operators of Distilling ClaudeMatthew Berman · Forward FutureMatthew Berman discusses a 2026 allegation, restrictions on advanced models and his prediction about identity checks.
36:19ENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsModeration: Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.
1:14ENMatthew Berman Predicts AI Agents Could Reshape Software InterfacesMatthew Berman · Forward FutureA short reaction to Anthropic's Claude Tag argues that agents could become the primary way people interact with workplace software.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
15:03ENClaude Tag and the Risk of Locking Company Context into an AI ProviderMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s Slack-based assistant and argues that shared AI workers could reshape software, competition and control of organizational knowledge.
44:52ENAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.
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