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10 slides19:25EN
Matthew Berman· Sep 26, 2024AI News in September 2024: Advanced Voice, Llama 3.2 and OrionMatthew Berman · Forward FutureMatthew Berman tests ChatGPT voice and reviews Meta’s models and AR prototype alongside a week of AI industry announcements.Foundation ModelsMultimodal AIVoice AI+2
55:05EN
Cognitive Revolution "How AI Changes Everything"· Sep 26, 2024Podcast400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkHost Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.Enterprise & strategyWorkflow automationProduct Strategy+3
1:08:33EN
20VC with Harry Stebbings· Sep 25, 2024Podcast · 2 speakersEric Vishria on AI Value, Founder Insight and Benchmark’s Investment ProcessGuest Eric Vishria · Host Harry StebbingsThe Benchmark partner discusses durable AI revenue, startup distribution, chip competition and how partners challenge investment decisions.Venture CapitalAI StrategyInvesting+2
3 slides13:34EN
Matthew Berman· Sep 23, 2024Sam Altman’s “Intelligence Age”: Superintelligence, Scaling and WorkMatthew Berman · Forward FutureMatthew Berman reads Altman’s 2024 essay and discusses its predictions for AI assistants, education, infrastructure and jobs.AGIScaling LawsAgents+1
26:28EN
No Priors: AI, Machine Learning, Tech, & Startups· Sep 12, 2024Podcast · 2 speakersAPI prices fell 200x. The LLM table still is not set.Host Sarah Guo, Elad GilSarah Guo and Elad Gil, with no guest this week, argue over whether the language-model market has already consolidated — and why falling prices, five-person labs, and AMD’s shopping spree all cut against a simple ending.Enterprise & strategyAI StrategyPricing Strategy+3
8 slides1:44:29EN
Matthew Berman· Sep 5, 2024Discussing TIME’s 2024 AI 100: Leaders, Researchers and OmissionsMatthew Berman, Alex, Melissa · Forward FutureMatthew Berman, Alex and Melissa review TIME’s list, debate its choices and answer viewers’ questions about AI tools and the industry.AI HistoryAI StrategySemiconductors+2
1:27:02ZH → English
Zhang Xiaojun Podcast· Sep 5, 2024Podcast · 3 speakersGuangmi: Self-Play RL Could Open a New Scaling Law for AGIGuest 广密 · Host 张小珺Guangmi believes the marginal gains from scaling language pretraining alone may be fading, making self-play reinforcement learning a more promising path. Whether it generalizes to coding, video, robotics, and beyond may determine the next stage of the AGI race.Reinforcement LearningAGIScaling Laws+2
1:23:57EN
Cognitive Revolution "How AI Changes Everything"· Sep 4, 2024PodcastA Training Run Is a Particle Collider—and the China Contest Is a Fifty-Year RaceHost Nathan LabenzSamo Burja tells Nathan Labenz why ChatGPT's virality may have slowed AI science, and why Washington should treat Beijing as an economic rival rather than a military one.Enterprise & strategyGeopoliticsAI Strategy+3
42:59EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 29, 2024Podcast · 2 speakersAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadHost Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.Infrastructure & deploymentEnterprise AIAI Strategy+3
Slides15:42EN
Matthew Berman· Aug 28, 2024Strawberry and Orion: What Was Reported About OpenAI’s Next Models in 2024Matthew Berman · Forward FutureMatthew Berman examines reports about a reasoning project, synthetic data and a future flagship model. Later releases clarify some of the story, while many original claims remain attributed to unnamed sources.AI researchReasoning & test-time computeSynthetic data+2
1:11:17EN
20VC with Harry Stebbings· Aug 26, 2024Podcast · 2 speakersImran Khan on IPO Pricing, Public Markets and AI InvestmentGuest Imran Khan · Host Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.InvestingVenture CapitalAI Strategy+2
1:40:13EN
Cognitive Revolution "How AI Changes Everything"· Aug 24, 2024PodcastIf I Were Governor, I Would Sign: California's Last Debate Over SB 1047Host Nathan LabenzThree guests return to unpack the rewritten frontier-AI bill as OpenAI opposes it, Anthropic calls it workable, and a final vote looms in Sacramento.Security & safetySafety & governanceAI Regulation+3
0:54EN
Matthew Berman· Aug 20, 2024Eric Schmidt on AI Agents and Google's Competitive PositionMatthew Berman, Eric Schmidt · Forward FutureA short 2024 Stanford interview excerpt pairs a forecast about AI agents with a disputed explanation for Google's AI position.AI StrategyAgentsFuture of Work+1
49:41ZH → English
Zhang Xiaojun Podcast· Aug 17, 2024Podcast · 3 speakersFu Sheng: Large Models Are a Productivity Revolution, and Robots Have a New Window of OpportunityGuest 傅盛 · Host 张小珺Fu Sheng sees the heart of large models in their capacity for logic and reasoning. Their impact, he says, is closer to the steam engine than to another round of ordinary internet evolution. He also reflects on open models, service robots, and how entrepreneurs can face difficult periods.AI StrategyModels & trainingRobotics+2
2:04:15EN
Cognitive Revolution "How AI Changes Everything"· Aug 14, 2024PodcastA parrot cannot paraphrase — and Claude cannot be talked into harmHost Nathan LabenzRobert Wright of the Nonzero podcast interviews Nathan Labenz on whether large language models understand anything, what Anthropic’s 10 million features actually show, and why open weights collide with U.S.–China policy.Models & trainingModel InterpretabilityMultimodal AI+3
1:09:06EN
20VC with Harry Stebbings· Jul 31, 2024Podcast · 2 speakersEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIGuest Ethan Mollick · Host Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.AI AdoptionAI in EducationAI Strategy+2
42:08EN
Sequoia Capital· Jul 30, 2024PodcastMeta Trained a 405B Teacher on 16,000 GPUs — Then Told the World to Distill ItTwo days after Llama 3.1 405B shipped, Meta's generative-AI product lead walks Sequoia through why the most expensive model in the family is free, and why he thinks the frontier itself is heading toward commodity.Open source & communityOpen-weight modelsDistillation+3
1:32:45EN
Cognitive Revolution "How AI Changes Everything"· Jul 27, 2024PodcastHe doubled a company with AI — then asked the labs to pause hyperscalingHost Nathan LabenzOn the Nick Halaris Show, Cognitive Revolution host Nathan Labenz argues for adopting today's models fast and slowing the race to systems more powerful than we are.Security & safetySafety & governanceExistential Risk+3
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Matthew Berman· Jul 25, 2024Mark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.Open-weight modelsAI StrategyAI Safety+2
50:15EN
20VC with Harry Stebbings· Jul 24, 2024Podcast · 2 speakersJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.Venture CapitalCybersecurityInvesting+2
51:36EN
Sequoia Capital· Jul 23, 2024PodcastKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.Enterprise & strategyEnterprise AICustomer support automation+3
0:58EN
Matthew Berman· Jul 23, 2024Meta Releases Llama 3.1 and Its 405B ModelMatthew Berman · Forward FutureMatthew Berman argues that Meta's open-weight Llama 3.1 puts pressure on proprietary AI providers, while its license and deployment costs add important qualifications.Open-weight modelsFoundation ModelsAI Strategy
29:12EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 18, 2024Podcast · 2 speakersGoldman says AI will touch 5% of tasks. Two investors take the report apartHost Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.Enterprise & strategyAI StrategyAI startups & small teams+3
25:56EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 11, 2024Podcast · 2 speakersA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Host Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.Enterprise & strategyAI StrategyEvals+3
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