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1:11ENAnthropic’s Coding Flywheel and the Compute ConstraintMatthew Berman · Forward FutureMatthew Berman sketches a proposed feedback loop linking coding models, enterprise revenue, data and compute, then argues that capacity could slow it.
1:50:05ENCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
47:32ENClaude Code Subscription Changes and the AI Compute CompetitionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines a pricing-page test, third-party agent restrictions and competing claims about compute capacity and customer access.
0:28ENA Brief Claude Code Pricing-Page Change Drew CriticismMatthew Berman · Forward FutureMatthew Berman reacts to a 2026 pricing-page change that appeared to remove Claude Code from Pro. The listing was later restored.
3:36:29ENClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed NeutralHost Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIHost Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
1:41:11ENAnthropic’s Usage Limits, Compute Constraints and Competition: A Livestream DiscussionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines Claude Code pricing tests, third-party agent rules and capacity pressures, contrasting Anthropic’s approach with OpenAI and other competitors.
3:01:44ENChildren, AI Overuse and a Live Test of ChatGPT Images 2Matthew Berman, Jonah, Brian · Forward FutureMatthew Berman discusses supervision and balance, then tests image generation with maps, math, code and visual prompts.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of WorkGuest Aaron Levie · Host Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
4:23:11ZH → EnglishCarina Hong: Teaching AI Mathematics, from Formal Proof to Founding AxiomGuest 洪乐潼 · Host 张小珺The Axiom founder discusses the beauty of mathematics, verifying proofs in Lean, and her path from mathematical research to AI entrepreneurship.
2:12:51ENSteve Newman’s fifteen-app stack exists so he only has to look at one screenHost Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.
1:03:25ENJake Paul and Geoffrey Woo on Attention, Investing and BoxingGuest Jake Paul, Geoffrey Woo · Host Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchHost Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
19:47ENAn $800 Build Bill and the Hidden Decisions in AI CodingMatthew Berman · Forward FutureMatthew Berman traces an unexpected Vercel bill to build settings and asks what happens when developers delegate more implementation and service choices to AI.
2:27:51ENTesting Claude Opus 4.7 and Building for an Agent-First InternetMatthew Berman · Forward FutureMatthew Berman tests Claude Design, examines early Opus 4.7 reactions and debugs an experimental agent chat live.
1:30:31ENAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
18:07ENClaude Opus 4.7: Benchmarks, Cyber Safeguards and Open QuestionsMatthew Berman · Forward FutureMatthew Berman compares Anthropic’s April 2026 Opus release with the limited Mythos Preview and examines its system card.
0:28ENMatthew Berman on Claude Mythos and Software VulnerabilitiesMatthew Berman · Forward FutureAnthropic reports that its security research model has found serious software flaws; Berman asks what such capabilities mean for the concentration of power.
2:31:27ENAn AI store manager, a 2.6-star rating, and a constitution nobody has to keepHost Nathan LabenzA live Cognitive Revolution episode puts PCB layout, AI constitutions, and San Francisco’s first AI-run grocery on the same morning clock.
1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIGuest Anjney Midha · Host Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
31:26ENChatGPT Opened 65 Pages to Buy a Shower HeadProfound CEO James Cadwallader argues that the internet's front door is the same, but an agent now walks through it, and marketing has to be rewritten for that visitor.
1:15ENMatthew Berman Reacts to Claude Mythos Preview’s Cybersecurity FindingsMatthew Berman · Forward FutureBerman discusses Anthropic’s reported vulnerability discoveries and warns about their potential implications.
3:10:49ENCrunch Time: Ajeya Cotra's Playbook for the Months Before SuperintelligenceHost Nathan LabenzA conversation on recursive self-improvement, public warning systems, and using each generation of AI to align and control the next.
1:25:37ENCarles Reina on ElevenLabs Sales, Compensation and Global GrowthGuest Carles Reina · Host Harry StebbingsThe ElevenLabs sales leader explains his approach to quotas, AI-assisted workflows, international markets and partner distribution.
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