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1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesHost Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:03ENWhy EVE Online Is an Interesting Environment for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why the game's persistent economy and player alliances may offer a demanding test of long-term planning.
1:36:35ENAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
1:22:52ENRichmond Alake on Agent Memory, Context Engineering and the Cost of RecallMatthew Berman, Richmond Alake · Forward FutureIn a livestream with Matthew Berman, Oracle’s Richmond Alake explains how agents store, retrieve and consolidate information, and where memory design trades off with caching and latency.
0:51ENWhy Berman Prefers Cloud Agents to Keeping a Laptop OpenMatthew Berman · Forward FutureA short video contrasts locally running agents with remote environments that can continue after a laptop is closed.
0:55ENGenerating Short AI Videos with Claude and HiggsfieldMatthew Berman · Forward FutureMatthew Berman demonstrates a prompt for whimsical videos and describes connecting Higgsfield to Claude.
29:57ENAnthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoGuest FFmpeg · Host Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoHost Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
28:28ENAnthropic, OpenAI and the Debate Over Whether AI Is More Than a ToolMatthew Berman, Dario Amodei, Sam Altman · Forward FutureMatthew Berman contrasts company cultures, deployment choices and model-welfare research while expressing concern about Anthropic’s approach.
1:22:03ENAnthropic’s SpaceX Compute Deal, Claude Limits and Agent ToolsMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman examines the Colossus deal, competing infrastructure strategies and new Claude agent features.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkGuest Tobi Lütke · Host Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:23ENMatthew Berman Demonstrates Codex Creating a Population SpreadsheetMatthew Berman · Forward FutureA short demonstration shows an AI agent using a web search and a spreadsheet skill to produce a chart.
1:14:23ENBecca Lindquist on Clay’s Sales Hiring, Compensation and AIGuest Becca Lindquist · Host Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.
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.
17:26ENMatthew 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.
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.
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.
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