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1:15:19EN
20VC with Harry Stebbings· Apr 14, 2026Podcast · 2 speakersAnj 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.AI StrategyInfrastructure & deploymentVenture Capital+2
5 slides1:08:22EN
Jane Street· Apr 10, 2026Mark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.Observability & reliabilityInfrastructure & deploymentSoftware engineering+2
44:01EN
No Priors: AI, Machine Learning, Tech, & Startups· Apr 9, 2026Podcast · 2 speakersA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyHost Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.AgentsAgentic commerceAI in finance+3
3 slides1:50:42EN
Matthew Berman· Apr 4, 2026The Future Live: Open Models, Compute Markets and the Future of Tech MediaMatthew Berman, Nick Wentz, Ben Pouladian, Wayne Nelms, Jayden Clark · Forward FutureMatthew Berman and Nick Wentz speak with Ben Pouladian, Wayne Nelms and Jayden Clark about AI infrastructure, pricing and OpenAI’s acquisition of TBPN.Open-weight modelsInfrastructure & deploymentSemiconductors+2
1:37:43EN
Cognitive Revolution "How AI Changes Everything"· Mar 25, 2026PodcastCisco wants two extra network layers so agents can share intentHost Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.AgentsMulti-agent systemsAgent orchestration+3
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.Enterprise & strategyCompany BuildingAI Strategy+3
44:19EN
Sequoia Capital· Mar 17, 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.Infrastructure & deploymentInferenceAI cost & performance+2
40:56EN
Sequoia Capital· Mar 10, 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.Infrastructure & deploymentData quality & curationObservability & reliability+3
Slides1:29:32EN
Matthew 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.AI agentsFuture of WorkGeopolitics+2
44:46EN
Sequoia Capital· Feb 10, 2026PodcastA Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.Open source & communityRL environments & simulatorsEvals+3
Slides0:50EN
Matthew Berman· Feb 8, 2026GPU Prices, Memory Shortages and the Possibility of Older Nvidia CardsMatthew Berman · Forward FutureMatthew Berman discusses 2026 GPU price pressure and a possible return to older graphics generations.GPU programming & kernelsInfrastructure & deployment
3 slides1:24:44EN
Matthew Berman· Feb 7, 2026Forward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.Infrastructure & deploymentEnterprise AIAI research+1
5 slides1:22:49EN
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.Software engineeringInfrastructure & deploymentObservability & reliability+2
1:23EN
Matthew Berman· Jan 28, 2026An xAI Engineer's Podcast Remarks and DepartureMatthew Berman · Forward FutureMatthew Berman reviews a former engineer's comments about data centers, AI agents and workplace incentives, while asserting a link to his departure.AI startups & small teamsAI agentsInfrastructure & deployment
2:12:31EN
Cognitive Revolution "How AI Changes Everything"· Jan 25, 2026PodcastMost Caffeine users have no idea they are on a blockchainHost Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.Infrastructure & deploymentCoding agentsSafety & governance+3
37:00EN
Sequoia Capital· Jan 14, 2026PodcastThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.Infrastructure & deploymentReinforcement LearningAI startups & small teams+3
7 slides14:34EN
Matthew 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.Generative mediaInfrastructure & deploymentAI in healthcare+2
38:21EN
Sequoia Capital· Dec 16, 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.Enterprise & strategyCompany BuildingInfrastructure & deployment+3
2:06:09EN
Cognitive Revolution "How AI Changes Everything"· Dec 14, 2025PodcastOne ChatGPT query is a second in the microwaveHost Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.Infrastructure & deploymentAI cost & performanceScience Communication+1
1:02:19EN
Sequoia Capital· Dec 10, 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.Infrastructure & deploymentGenerative mediaVision & video+3
5 slides9:41EN
Matthew Berman· Dec 9, 2025AI News in December 2025: Devstral 2, Agent Standards and Data-Center PowerMatthew Berman · Forward FutureMatthew Berman discusses model-release predictions, open agent infrastructure and ideas for powering terrestrial and space-based computing.Coding agentsMCPOpen-weight models+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· Dec 5, 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Host Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.Enterprise & strategyGeopoliticsAI Strategy+3
5 slides22:48EN
Matthew Berman· Nov 25, 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfrastructure & deployment+2
1:52:38EN
Matthew Berman· Nov 22, 2025Open Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.Open-weight modelsAI SafetyInfrastructure & deployment+2
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