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41:32EN
Sequoia Capital· Oct 28, 2025PodcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.Infrastructure & deploymentDistributed training & inferenceInference+2
1:13:29EN
20VC with Harry Stebbings· Oct 27, 2025Podcast · 2 speakersDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingGuest David Cahn · Host Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI StrategyInfrastructure & deployment+2
5 slides2:14:35EN
Matthew Berman· Oct 25, 2025Optical 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.AI researchAI StrategyInfrastructure & deployment+2
1:30:17EN
Cognitive Revolution "How AI Changes Everything"· Oct 25, 2025PodcastHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Host Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.AgentsSafety & governanceAI Regulation+3
1:16:53EN
Unsupervised Learning: With Jacob Effron· Oct 24, 2025PodcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishHost Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.Enterprise & strategyAI StrategyCompany Building+3
9 slides52:05EN
Jane Street· Oct 24, 2025Corwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.Programming LanguagesCybersecuritySoftware engineering
6 slides13:40EN
Matthew Berman· Oct 23, 2025AI News in October 2025: Gemini Tools, M5 and a Quantum Echoes ExperimentMatthew Berman · Forward FutureMatthew Berman reviews an app-building demo, robot footage, model rumors, hardware claims, research debates and Meta’s AI reorganization.AI researchProduct & UXQuantum Mechanics+2
3 slides14:07EN
Matthew Berman· Oct 23, 2025Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.SemiconductorsInfrastructure & deploymentInference+2
1:34:12EN
20VC with Harry Stebbings· Oct 23, 2025Podcast · 3 speakersThe Venture Capital Cycle: AI Markets, Compute and the Cost of Moving Too FastGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI market size, infrastructure spending and how venture investors can survive a boom.Venture CapitalInvestingAI Strategy+2
27:19EN
No Priors: AI, Machine Learning, Tech, & Startups· Oct 23, 2025Podcast · 2 speakersThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareHost Sarah Guo, Elad GilZach Lloyd on distilling intelligence without consciousness, why a 40-year-old terminal is the front door for coding agents, and why senior engineers just got more expensive.Coding agentsDeveloper workflows & testingAgent engineering+3
3 slides8:42EN
Matthew Berman· Oct 22, 2025DeepSeek-OCR and the Idea of Visual Context CompressionMatthew Berman · Forward FutureMatthew Berman examines a 2025 OCR model and the possibility of representing document text with fewer vision tokens.Document understanding & OCRMultimodal AIContext engineering+1
44:10EN
Sequoia Capital· Oct 21, 2025PodcastOne Model Talked Another Into Slack Off — Then Uninstalled Windows DefenderIrregular co-founder Dan Lahav tells Sequoia’s Training Data why frontier AI security has to be invented from scratch as models become autonomous economic actors.Security & safetyAI securityAgent red teaming+3
5 slides14:16EN
Matthew Berman· Oct 21, 2025ChatGPT Atlas: OpenAI’s 2025 Browser and Its Agent DemosMatthew Berman · Forward FutureMatthew Berman walks through OpenAI’s launch demonstration of a browser with a ChatGPT sidebar, history search and an agent that can use websites. OpenAI later deprecated Atlas.OpenAIAI agentsComputer use+2
1:17:01EN
20VC with Harry Stebbings· Oct 20, 2025Podcast · 2 speakersDeel CEO Alex Bouaziz on Fundraising, Acquisitions and Global PayrollGuest Alex Bouaziz · Host Harry StebbingsBouaziz discusses Deel’s financing, hands-on leadership, acquisition playbook and the company’s ambitions amid a dispute with Rippling.Company BuildingLeadershipAcquisition Strategy+2
5 slides19:38EN
Matthew Berman· Oct 20, 2025Andrej Karpathy’s AGI Timeline, Learning Ideas and Critique of Coding AgentsMatthew Berman · Forward FutureMatthew Berman examines Karpathy’s 2025 arguments for a decade of agents, new learning approaches and closer human oversight of AI coding.AGI TimelinesAI agentsReinforcement Learning+2
2:49:12EN
Cognitive Revolution "How AI Changes Everything"· Oct 18, 2025PodcastWhy China's Master Plan for AI Never Mentions AGIHost Nathan LabenzBeijing-based Concordia AI CEO Brian Tse on China's safety rules, chip strategy, and why the two ecosystems look more alike than Washington assumes.Security & safetySafety & governanceGeopolitics+3
5 slides16:12EN
Matthew Berman· Oct 18, 2025AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.Agent skillsAI researchInfrastructure & deployment+2
2 slides14:31EN
Matthew Berman· Oct 17, 2025Jack Clark’s AI Warning and the Debate Over RegulationMatthew Berman · Forward FutureMatthew Berman examines an Anthropic co-founder’s warning about powerful AI, competing views of rapid progress, and California’s 2025 AI laws.AI SafetyAI RegulationAnthropic+2
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20VC with Harry Stebbings· Oct 16, 2025Podcast · 4 speakersThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffGuest Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.Venture CapitalInvestingAI startups & small teams+2
2:32:18EN
Matthew Berman· Oct 16, 2025Inside the Agentic Enterprise: Seven Conversations at Dreamforce 2025Matthew Berman, Nick Wentz, Claire Sparks, Silvio Savarese, Scott O'Neil, Marc Benioff, Paul Smith, Kris Rasmussen, Nancy Xu · Forward FutureAt Dreamforce, Matthew Berman and Nick Wentz speak with leaders from F1, Salesforce, LIV Golf, Anthropic and Figma about enterprise agents, creative tools and the human side of technology.AI agentsEnterprise AIAgent engineering+2
3 slides0:37EN
Matthew Berman· Oct 16, 2025Matthew Berman Shows ChatGPT Struggling With a Seahorse EmojiMatthew Berman · Forward FutureA simple question produces repeated corrections and an inconclusive answer in two ChatGPT examples.OpenAIEvals
7 slides32:22EN
Matthew Berman· Oct 16, 2025Qwen Image Edit Plus Compared With Nano Banana, Seedream and GPT Image 1Matthew Berman · Forward FutureMatthew Berman compares four image-editing models across compositing, precise edits, style transfer, object removal and weather effects.Models & trainingEvals
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No Priors: AI, Machine Learning, Tech, & Startups· Oct 15, 2025Podcast · 2 speakersPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.Infrastructure & deploymentCompany BuildingAI cost & performance+3
1:29:30EN
Cognitive Revolution "How AI Changes Everything"· Oct 14, 2025Podcast2,500 Compounds and a 51 Percent Hit Rate: How a Small Graph Net Found New AntibioticsHost Nathan LabenzMIT's Jim Collins tells Nathan Labenz how a bootlegged 2018 project, a binary growth-inhibition label, and Chemprop graph networks pulled novel antibiotics out of chemical space that labs could never screen by hand.Models & trainingAI for scienceDrug Discovery+3
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