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41:05ENAnthropic’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.
1:29:32ENDylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.









