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6 slides41:05EN
Matthew Berman· May 15, 2026Anthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.GeopoliticsAI RegulationSemiconductors+2
Slides1:01:41EN
Matthew Berman· May 15, 2026What Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.Enterprise AIAI AdoptionAnthropic+2
4 slides33:58EN
Theo - t3․gg· May 15, 2026AI, Vulnerability Disclosure, and Software Supply-Chain RiskTheo Browne · T3Theo examines how faster vulnerability research could affect disclosure, patch distribution, and recovery planning.CybersecurityAI securitySecurity & safety+2
5 slides15:48EN
Jane Street· May 15, 2026Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.Infrastructure & deploymentAI cost & performance
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Matthew Berman· May 15, 2026A Claimed Crypto Wallet Recovery Using Claude CodeMatthew Berman · Forward FutureMatthew Berman recounts a viral account of recovering access to an old Bitcoin wallet with an AI coding tool.Coding agentsSecurity & safety
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No Priors: AI, Machine Learning, Tech, & Startups· May 14, 2026Podcast · 2 speakersThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessHost Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.Enterprise & strategyAI StrategyInfrastructure & deployment+3
2 slides0:48EN
Matthew Berman· May 14, 2026Figure’s Humanoid Robots Sort Parcels in a Livestreamed DemonstrationMatthew Berman · Forward FutureMatthew Berman watches Figure’s package-handling test and estimates its eight-hour throughput. The demonstration used multiple robots and measured a narrow task.RoboticsAutonomous SystemsAI Adoption
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20VC with Harry Stebbings· May 14, 2026Podcast · 3 speakersAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.Venture CapitalAI cost & performanceEnterprise AI+2
4 slides45:51EN
Theo - t3․gg· May 14, 2026Claude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.Coding agentsAI cost & performanceAgent engineering+2
3 slides41:45EN
Matthew Berman· May 13, 2026AI Cyberattacks and Defenses: What Recent Security Incidents ShowMatthew Berman · Forward FutureMatthew Berman examines supply-chain attacks, AI-assisted vulnerability research and the economics of defending software as models improve.Safety & governanceAI StrategyModels & training+1
6 slides36:05EN
Theo - t3․gg· May 13, 2026When AI Agents Should Use HTML Instead of MarkdownTheo Browne · T3Theo explores interactive reports, visual plans, code review, and one-off tools while weighing the costs of generated HTML.Coding agentsAI interface designHuman-AI Collaboration+2
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Sequoia Capital· May 13, 2026PodcastOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.Multimodal & mediaGenerative mediaProduct Strategy+3
4 slides27:29EN
Theo - t3․gg· May 12, 2026Theo on Bun’s AI-Assisted Rust Rewrite and Its RisksTheo Browne · Ping LabsA rapid port raises questions about memory safety, compatibility, and who gets priority when an open-source runtime changes hands.Programming LanguagesSoftware engineeringCoding agents+2
5 slides1:42:54EN
Matthew Berman· May 12, 2026AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.AI securitySecurity & safetyAI Safety+2
4 slides56:43EN
Theo - t3․gg· May 11, 2026Theo on AI Coding, Cognitive Debt and Keeping Your SkillsTheo Browne · Ping LabsCoding agents can speed up development and learning, but outsourcing understanding creates a different kind of debt.Coding agentsDeveloper productivityHuman-AI Collaboration+2
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No Priors: AI, Machine Learning, Tech, & Startups· May 11, 2026Podcast · 2 speakersThe first AI take-private is a $6.3 billion bet that services can grow like softwareHost Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.Enterprise & strategyAcquisition StrategyCompany Building+3
1:13:48EN
20VC with Harry Stebbings· May 11, 2026Podcast · 2 speakersPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamGuest Patrick Forquer · Host Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.SalesGo-to-MarketEnterprise AI+2
3:50:35ZH → English
Zhang Xiaojun Podcast· May 11, 2026Podcast · 2 speakersYao Shunyu: From Theoretical Physics to Large Models, Training, and CollaborationGuest 姚顺宇 · Host 张小珺The research scientist joins Zhang Xiaojun to discuss pretraining, coding agents, long-horizon work, and his experiences at Anthropic and Google DeepMind.Models & trainingCoding agentsAI research+2
1:57:54EN
20VC with Harry Stebbings· May 9, 2026Podcast · 2 speakersCliff Weitzman on Speechify, AI Tools and Learning Through IterationGuest Cliff Weitzman · Host Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.Company BuildingGrowth StrategyAI Strategy+2
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Cognitive Revolution "How AI Changes Everything"· May 9, 2026PodcastMilliseconds 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.Enterprise & strategyRecommendation systemsEmbeddings+3
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Matthew Berman· May 9, 2026Why 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.AgentsReinforcement LearningMulti-agent systems+1
1:36:35EN
20VC with Harry Stebbings· May 7, 2026Podcast · 3 speakersAI 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.Venture CapitalAI cost & performanceEnterprise AI+2
7 slides1:22:52EN
Matthew Berman· May 7, 2026Richmond 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.Agent engineeringContext engineeringRetrieval-augmented generation+2
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Matthew Berman· May 7, 2026Why 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.Coding agentsInfrastructure & deploymentAgent orchestration
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