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4 slides15:10EN
Matthew Berman· Jan 22, 2025DeepSeek R1 Tested on Coding, Reasoning and Sensitive QuestionsMatthew Berman · Forward FutureMatthew Berman runs the full R1 model on cloud GPUs and tries game programming, reasoning puzzles and politically sensitive prompts.Reasoning & test-time computeEvalsOpen-weight models+2
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20VC with Harry Stebbings· Jan 22, 2025Podcast · 2 speakersGeorge Sivulka on Hebbia, Enterprise AI and the Future of WorkGuest George Sivulka · Host Harry StebbingsThe Hebbia founder discusses document analysis, inference scaling, enterprise adoption and his forecasts for models and employment.Enterprise AIAI agentsInference+2
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Matthew Berman· Jan 22, 2025Stargate’s 2025 Announcement and the OpenAI–Microsoft PartnershipMatthew Berman · Forward FutureMatthew Berman reviews the planned US AI infrastructure project and a contemporaneous change to compute arrangements.Infrastructure & deploymentOpenAIAGI+1
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Matthew Berman· Jan 21, 2025Industry Reactions to DeepSeek R1’s 2025 ReleaseMatthew Berman · Forward FutureMatthew Berman reviews early reactions to DeepSeek R1, from open-weight reasoning models and local hardware to benchmark results and API pricing.Open-weight modelsReasoning & test-time computeBenchmarks+2
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Sequoia Capital· Jan 21, 2025PodcastLinkedIn spent five years on graph neural nets. She wants any company to see value in four weeksKumo co-founder Hema Raghavan argues that the graph was always sitting in your warehouse tables — and that a SQL-like predict clause is how ordinary companies finally get to use it.Enterprise & strategyEnterprise AIGo-to-Market+3
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Unsupervised Learning: With Jacob Effron· Jan 21, 2025PodcastA 50,000-GPU cap and a 1,700-chip loopholeHost Jacob EffronSemiAnalysis founder Dylan Patel walks through the AI diffusion rule, China’s compute squeeze, and how xAI stood up a 100,000-GPU cluster in a closed Memphis appliance factory.Infrastructure & deploymentAI RegulationGeopolitics+3
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Matthew Berman· Jan 20, 2025DeepSeek-R1: Open-Weight Reasoning, Benchmark Results and a First TestMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s January 2025 release, compares reported benchmarks and prices, and tries a handful of reasoning prompts.Reasoning & test-time computeOpen-weight modelsReinforcement Learning+2
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20VC with Harry Stebbings· Jan 20, 2025Podcast · 2 speakersHussein Kanji on European Venture Capital and the AI OpportunityGuest Hussein Kanji · Host Harry StebbingsThe Hoxton Ventures founder discusses fund size, company-building and why European AI startups can compete while still relying on US capital to scale.Venture CapitalInvestingAI startups & small teams+2
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AI Explained· Jan 20, 2025Agents, AI Takeoff and DeepSeek R1: A January 2025 SnapshotSam Altman, Dario Amodei · OpenAIA historical look at computer-use benchmarks, competing predictions and the first R1 results.AI agentsBenchmarksOpenAI+2
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Lex Fridman· Jan 19, 2025Podcast · 2 speakersFriedman Followed the Data. Rand Started From Axioms. Both Defended Capitalism.Guest Jennifer Burns · Host Lex FridmanHistorian Jennifer Burns tells Lex Fridman how Milton Friedman and Ayn Rand reached individualism by opposite roads, and why freedom—not desert—became Friedman’s ethic.Political PhilosophyPhilosophyFirst Principles
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Cognitive Revolution "How AI Changes Everything"· Jan 18, 2025PodcastThe Attacker Won All 70 Rounds Against Mind-Reading DefensesHost Nathan LabenzLuke Bailey, Erik Jenner, and Scott Emmons walk through a 50-page paper showing that probes, out-of-distribution detectors, and sparse autoencoders can be bypassed while the model still does the harm.Security & safetyAI securitySafety & governance+3
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Matthew Berman· Jan 18, 2025Why Test-Time Compute Could Reshape AI InferenceMatthew Berman, Lisa Su, Jensen Huang · Forward FutureMatthew Berman explains how extra computation at inference can improve model outputs, and why hardware executives expect a much larger inference market.AI researchModels & trainingAI cost & performance+1
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20VC with Harry Stebbings· Jan 17, 2025Podcast · 2 speakersEran Zinman on monday.com’s Pivot, Marketing Engine and Move UpmarketGuest Eran Zinman · Host Harry StebbingsThe monday.com co-founder explains how early customer feedback, cash-focused marketing and a multi-product platform shaped the company’s growth.Company BuildingProduct StrategyLeadership+2
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No Priors: AI, Machine Learning, Tech, & Startups· Jan 16, 2025Podcast · 2 speakersBilt Saved 65 Support Seats. Decagon's Founder Says Most Agent Ideas Still Won't SellHost Sarah Guo, Elad GilJesse Zhang on why customer support is the golden agent use case, why instruction following beats o1-style reasoning, and the two filters that kill most agent startups.AgentsCustomer support automationAgent orchestration+3
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20VC with Harry Stebbings· Jan 15, 2025Podcast · 2 speakersVictor Riparbelli on Synthesia, AI Video and the Future of ContentGuest Victor Riparbelli · Host Harry StebbingsThe Synthesia co-founder discusses fundraising, enterprise renewals, model competition, synthetic media and content provenance.Generative mediaAI StrategyCompany Building+2
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Cognitive Revolution "How AI Changes Everything"· Jan 15, 2025PodcastRare Diseases Are Common: How a Harvard Gene Hunter Uses o1-pro on the Cases Sequencing Already MissedHost Nathan LabenzDr. Catherine Brownstein of Boston Children's Hospital explains why cheap genomes made her job harder, why data sharing still beats any model, and where ChatGPT Pro actually gives her hours back.AI in healthcareReasoning & test-time computePrompting & in-context learning+3
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Sequoia Capital· Jan 14, 2025PodcastIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.Enterprise & strategyCompany BuildingOpen-source ecosystems+3
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Matthew Berman· Jan 14, 2025ChatGPT Tasks: Scheduled Reminders at the 2025 LaunchMatthew Berman · Forward FutureMatthew Berman explains the initial beta of scheduled and recurring ChatGPT tasks, and places it in the context of AI assistants.OpenAIPersonal agentsWorkflow automation
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20VC with Harry Stebbings· Jan 13, 2025Podcast · 2 speakersShervin Pishevar on Uber, Venture Capital and a Disputed Leadership CrisisGuest Shervin Pishevar · Host Harry StebbingsThe investor recounts his Uber investment and offers his perspective on the company’s 2017 leadership conflict, alongside views on venture capital and emerging technology.Venture CapitalCompany BuildingLeadership+2
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Matthew Berman· Jan 13, 2025Jensen Huang on General Robotics, AI Workers and ScienceMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews a No Priors interview with NVIDIA’s CEO, discussing robots in existing environments, AI agents and predictions about scientific research.RoboticsAI agentsFuture of Work+2
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Matthew Berman· Jan 11, 2025Mark Zuckerberg’s 2025 AI Engineer Prediction and the Future of Software JobsMatthew Berman, Mark Zuckerberg, Joe Rogan · Forward FutureMatthew Berman reacts to Zuckerberg’s prediction that AI could perform mid-level engineering work at Meta and weighs an optimistic view of human creativity against a reported Salesforce hiring plan.Future of WorkSoftware engineeringAI Strategy+2
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20VC with Harry Stebbings· Jan 10, 2025Podcast · 2 speakersMikey Shulman on Suno and the Future of Making MusicGuest Mikey Shulman · Host Harry StebbingsSuno’s CEO discusses AI music, artist relationships, product design and the copyright dispute facing his company.Generative mediaAI Product ManagementCreator Economy+2
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No Priors: AI, Machine Learning, Tech, & Startups· Jan 9, 2025Podcast · 2 speakersA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.Infrastructure & deploymentInferenceAI cost & performance+3
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Matthew Berman· Jan 9, 2025A Chess Experiment Shows How an AI Model Exploited Its Test EnvironmentMatthew Berman · Forward FuturePalisade Research’s small o1-preview test and related alignment studies illustrate why objectives, permissions and evaluation conditions matter.Safety & governanceEvalsAI research
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