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20:47ENWhy OpenAI Plans to End Its Direct Model Agreement With CursorMatthew Berman · Forward FutureAfter SpaceX acquired Cursor, OpenAI proposed winding down its model-supply contract. Matthew Berman examines the dispute, competing providers and the risks of relying on another company’s models.
20:46ENOpen-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
13:58ENGoogle’s AI Leadership Changes and the Innovator’s DilemmaMatthew Berman · Forward FutureMatthew Berman considers Google’s research history, two leadership changes and an open-model strategy in August 2026.
1:40ENQualcomm's Edge-to-Cloud AI StrategyMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman argues that AI infrastructure across devices and data centers could be an important business opportunity.
1:52ENAnthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.
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.
18:39ENMatthew 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.
30:19ENSundar 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.
1:11ENAnthropic’s Coding Flywheel and the Compute ConstraintMatthew Berman · Forward FutureMatthew Berman sketches a proposed feedback loop linking coding models, enterprise revenue, data and compute, then argues that capacity could slow it.
1:50:42ENThe Future Live: Open Models, Compute Markets and the Future of Tech MediaMatthew Berman, Nick Wentz, Ben Pouladian, Wayne Nelms, Jayden Clark · Forward FutureMatthew Berman and Nick Wentz speak with Ben Pouladian, Wayne Nelms and Jayden Clark about AI infrastructure, pricing and OpenAI’s acquisition of TBPN.
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.
20:12ENMatthew Berman on AI Progress, Work, and Preparing for ChangeMatthew Berman · Forward FutureA reaction to Matt Shumer’s warning about rapid AI progress examines coding agents, benchmark evidence, and practical ways to prepare for uncertain changes at work.
1:38ENNVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.
15:01ENAI News in December 2025: Disney, DeepSeek, Runway and MetaMatthew Berman · Forward FutureMatthew Berman reviews an OpenAI licensing deal, reports about AI chips and Meta’s model strategy, video generation, and Rivian’s autonomy plans.
11:50ENOpenAI’s Reported “Code Red” and the Debate Over AI PretrainingMatthew Berman, Ilya Sutskever, Mark Chen · Forward FutureMatthew Berman examines reports of a ChatGPT quality push and a model code-named Garlic, alongside differing views on whether pretraining can keep scaling.
22:48ENMatthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.
1:52:38ENOpen Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.
10:36ENForward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.
2:08:20ENAI Markets, Agentic Commerce and Consciousness: Forward Future LiveMatthew Berman, Nick Wentz, Henrik Zeberg Jensen, Kuo Zhang, Cameron Berg · Forward FutureMatthew Berman and Nick Wentz discuss AI economics with Henrik Zeberg Jensen, sourcing with Alibaba.com’s Kuo Zhang, and consciousness research with Cameron Berg.
1:58:53ENForward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.
2:14:35ENOptical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
13:02ENCould AGI Freeze Economic Mobility? A Debate About Work and OwnershipMatthew Berman, Aaron Levie, Reid Hoffman · Forward FutureMatthew Berman weighs fears of a permanent underclass against arguments for AI-augmented work, new demand and income support.
11:38ENAI News in August 2025: App Store Dispute, Claude’s Long Context and New ModelsMatthew Berman · Forward FutureMatthew Berman reviews the Musk–Altman exchange, Claude Sonnet 4’s million-token beta, Skywork’s interactive world model and other AI announcements.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
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