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2:25:58EN
Lex Fridman· Mar 23, 2026Podcast · 2 speakersAGI Is Already Here. Building NVIDIA Is Not.Guest Jensen Huang · Host Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
1:02EN
Matthew Berman· Mar 16, 2026Matthew Berman’s Plans for a GB300 AI Workstation at HomeMatthew Berman · Forward FutureAfter NVIDIA visits with a Dell Pro Max GB300 system, Berman describes his plans for local models, fine-tuning and future AI agents.
1:29:32ENMatthew Berman· Mar 9, 2026Dylan 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.
1:22:49EN
Jane Street· Jan 31, 2026Bryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
1:33ENMatthew Berman· Jan 15, 2026OpenAI’s Cerebras Deal and the Limits of a 100× Speed ClaimMatthew Berman, Andrew Feldman · Forward FutureMatthew Berman discusses OpenAI’s 2026 agreement for Cerebras inference capacity and a speed chart. The contract and comparison require more context than the video’s headline provides.
14:34ENMatthew Berman· Jan 8, 2026LTX-2, NVIDIA Rubin and ChatGPT Health: January 2026 AI NewsMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews open video-model tools, NVIDIA’s CES announcements, a health feature, GPU price rumors and reported Anthropic fundraising.
11:34ENMatthew Berman· Dec 25, 2025Nvidia’s Groq Licensing Deal: AI Inference, Talent and Competitive StrategyMatthew Berman, Jonathan Ross · Forward FutureGroq investor Matthew Berman examines a non-exclusive technology license and the move of senior Groq staff to Nvidia, and speculates about the future of AI chips.
40:24ENMatthew Berman· Nov 28, 2025Microsoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.
10:36ENMatthew Berman· Nov 21, 2025Forward 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.
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Zhang Xiaojun Podcast· Nov 18, 2025Podcast · 2 speakersLiu Xianming: Removing Language to Bring Physical AI Back to Data and ActionGuest 刘先明 · Host 张小珺Liu Xianming, head of autonomous driving at XPeng, explains why language supervision in VLA training can become an efficiency bottleneck and how he is helping XPeng shift from an autonomous-driving team to a physical AI company. The conversation also covers scaling data, organizational change, production safety, and what comes next for autonomous driving.
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.
31:57EN
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.
44:09ENMatthew Berman· Oct 8, 2025Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
1:20:12EN20VC with Harry Stebbings· Oct 6, 2025Podcast · 2 speakersCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskGuest Andrew Feldman · Host Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
4:34:10ENLex Fridman· Sep 30, 2025Podcast · 2 speakersPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Guest Pavel Durov · Host Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
1:31:19EN20VC with Harry Stebbings· Sep 29, 2025Podcast · 2 speakersGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyGuest Jonathan Ross · Host Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 28, 2025Podcast · 2 speakersSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeHost Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
58:47ENJane Street· Jul 28, 2025Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
0:26ENMatthew Berman· Jul 4, 2025xAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:02:17ENMatthew Berman· Jun 30, 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
0:59ENMatthew Berman· Jun 10, 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
0:36ENMatthew Berman· May 2, 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.Load moreShowing 24 of 102