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3 slides1:58:53EN
Matthew Berman· Nov 1, 2025Forward 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.Infrastructure & deploymentPersonal agentsVoice AI+2
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Lex Fridman· Oct 31, 2025Podcast · 2 speakersDan Houser on Fake Worlds You Want to Live InGuest Dan Houser · Host Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.Product & UXStorytellingCreativity+3
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No Priors: AI, Machine Learning, Tech, & Startups· Oct 31, 2025Podcast · 2 speakers86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorHost Sarah Guo, Elad GilSarah Guo and Elad Gil stitch nine 2025 conversations into one short tour of legal AI, spatial intelligence, jobs, deterrence, and a doctor who made it home for dinner.Enterprise & strategyAI StrategyCompany Building+3
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Matthew Berman· Oct 31, 2025Inside a Cerebras Data Center in Oklahoma CityMatthew Berman · Forward FutureMatthew Berman tours the facility and explains its wafer-scale chips, racks and cooling system.InferenceInfrastructure & deploymentAI cost & performance
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Matthew Berman· Oct 30, 2025AI News: 1X Neo, Extropic’s TSU, MiniMax M2 and Cursor 2Matthew Berman, Matt Garman · Forward FutureMatthew Berman reviews home robotics, emerging compute hardware, model releases and Amazon job cuts in an October 2025 news roundup.AI agentsRoboticsFoundation Models+2
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20VC with Harry Stebbings· Oct 30, 2025Podcast · 3 speakersOpenAI’s Restructuring, Mercor’s Valuation and the Math of Venture ReturnsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI financing, large venture platforms and what investors really get for a high entry price.Venture CapitalOpenAIAI startups & small teams+2
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Jane Street· Oct 29, 2025Neil Mitchell: How Pyrefly Checks Python at ScaleNeil Mitchell, Roman · MetaA tour of Python's type system and the incremental architecture behind a fast, open-source checker and language server.Software engineeringOpen-source ecosystems
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Cognitive Revolution "How AI Changes Everything"· Oct 29, 2025PodcastThe Summer GPT-5 Disappointed Does Not Mean AI Progress Has StalledHost Nathan LabenzNathan Labenz tells Erik Torenberg why the GPT-5 backlash mixed up product mishaps, naming chaos, and a real jump in capabilities.Enterprise & strategyScaling LawsReasoning & test-time compute+3
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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