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2:17:49ZH → EnglishYu Su: From Logical Agents to Language Agents and Specialized LearningGuest 苏煜 · Host 张小珺The researcher and Zhang Xiaojun trace agent history and discuss OpenClaw, world models, interfaces, and reliability.
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.
34:39ENClaude Code’s Billing False Positive and Anthropic’s Developer Trust ProblemTheo Browne · T3Theo Browne examines a subscription billing false positive, explains prompt caching, and shares T3 Chat’s API costs.
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.
35:10ENGitHub Reliability, Merge Errors and Developer TrustTheo Browne · T3Theo Browne examines outages, a merge-queue incident, security and the future of open-source collaboration.
38:58ENWhat Tech Stack Does Claude Code Choose? A Study and Its LimitsTheo Browne · T3Theo Browne examines coding-agent tool choices, DIY tendencies and examples comparing Claude Code with Codex.
17:26ENMatthew Berman on Funding US Open-Weight AI in Competition With ChinaMatthew Berman · Forward FutureBerman argues that open models face a financing problem and proposes public support, hardware-backed development and specialized models.
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.
54:06ENLearning to Code and Finding Opportunities as a New DeveloperTheo Browne · T3Theo Browne reflects on the circumstances behind his first job and discusses feedback, community, AI-assisted learning and human connections.
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.
1:35ENDeepSeek V4 and the Cost of Frontier AI ModelsMatthew Berman · Forward FutureMatthew Berman argues that an open-weight Chinese model could put price pressure on US AI providers. The comparison depends on the workload, evaluation and cost assumptions.
22:06ENMarkdown’s Simplicity and Complexity: Syntax, Extensions and SecurityTheo Browne · T3Theo Browne examines a critique of Markdown, from equivalent syntax to inline HTML and the complexity of document processing.
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.
36:51ENFake GitHub Stars and Open-Source Traction: What the Numbers Can ShowTheo Browne · T3Theo Browne examines research on fake stars, challenges simple funding narratives and discusses broader project due diligence.
53:30ENThomas Kurian on Google Cloud’s TPUs, AI Agents and CybersecurityMatthew Berman, Thomas Kurian · Forward FutureThe Google Cloud CEO explains how Google allocates compute between its own models and competitors, designs infrastructure for agents, and approaches security and code review.
3:34:39ENLuo Fuli on Agent Frameworks, Model Training, and TeamworkGuest Luo Fuli · Host 张小珺Xiaomi’s model team leader discusses OpenClaw, long-context efficiency, post-training, and collaboration in a period of rapid change.
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.
27:08ENGPT-5.5 in Early Use: Capability, Cost and the Challenge of SteeringTheo Browne · T3Theo Browne compares benchmarks with personal project tests and discusses the gap between capability and following intent.
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.
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