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42:57ENInference Is the Last Market: Baseten’s 30x YearHost Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:42:41ENTesting AI Reasoning, App Store Lookalikes and the Debate Over AnthropicMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman tests a car-wash prompt, discusses AI subscription limits and considers reported employee monitoring for model training.
1:48:43ENThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Host Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.
1:28:19ENAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
17:56ENChildren, AI Sycophancy and Environmental Trade-offsMatthew Berman · Forward FutureMatthew Berman discusses a parent’s objections to a child using AI, then weighs supervised learning, chatbot reliability and data-center impacts.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyGuest Adam Foroughi · Host Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
2:38:48ENA thousand searches for five cents, and a high score that did not require cheatingHost Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareGuest Amjad Masad · Host Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
17:21ENDeepSeek V4, Model Efficiency and the US–China AI DebateMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s April 2026 V4 preview and argues that efficient open-weight models raise questions for American AI providers and policymakers.
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.
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.
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洪乐潼:让 AI 学会数学,从形式化证明到创业Guest 洪乐潼 · Host 张小珺Axiom 创始人谈数学之美、用 Lean 验证证明,以及她如何从数学研究走向 AI 创业。
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.
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