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31:22EN
Matthew Berman· May 26, 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.
1:07:45EN
20VC with Harry Stebbings· May 26, 2026Podcast · 2 speakersAndrew Feldman on AI Chips, Data Centers and Compute DemandGuest Andrew Feldman · Host Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
37:30EN
Theo - t3․gg· May 24, 2026Cursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.
1:27:17EN20VC with Harry Stebbings· May 21, 2026Podcast · 3 speakersAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
23:36ENTheo - t3․gg· May 20, 2026Gemini 3.5 Flash, Antigravity CLI, and Railway’s Cloud OutageTheo Browne · T3Theo questions a model launch, a developer-tool transition, and a cloud outage while examining the costs and dependencies behind each.
39:05ENTheo - t3․gg· May 19, 2026Why GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.
1:23:54ZH → English
Zhang Xiaojun Podcast· May 18, 2026Podcast · 2 speakersFreda Duan: Rethinking AI Investment and Human ConnectionGuest Freda Duan · Host 张小珺The Altimeter Capital partner joins Zhang Xiaojun to discuss token costs, model competition, organizational change, and anxiety amid rapid change.
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· May 15, 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensHost Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
1:01:41ENMatthew 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.
15:48EN
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.
1:19:05EN20VC 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.
45:51ENTheo - 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.
1:36:35EN20VC 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.
29:57ENMatthew Berman· May 7, 2026Anthropic’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.
35:13ENTheo - t3․gg· May 7, 2026Theo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.
1:22:03ENMatthew Berman· May 6, 2026Anthropic’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.
41:11ENTheo - t3․gg· May 5, 2026Theo and ThePrimeagen on AI Subscriptions, Compute and Model EconomicsTheo Browne, ThePrimeagen, Dario Amodei · Ping LabsA discussion of usage limits, training costs and why the price of a token differs from the cost of useful work.
36:45ENTheo - t3․gg· May 4, 2026Theo on the Microsoft–OpenAI Agreement and Amazon’s Cloud OpportunityTheo Browne · Ping LabsThe 2026 amendment changes exclusivity and revenue sharing while keeping Microsoft and OpenAI in a continuing partnership.
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· May 1, 2026Podcast · 2 speakersInference 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.
34:39ENTheo - t3․gg· May 1, 2026Claude 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.
1:28:19EN20VC with Harry Stebbings· Apr 30, 2026Podcast · 3 speakersAI 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.
1:35ENMatthew Berman· Apr 27, 2026DeepSeek 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.
2:38:48ENCognitive Revolution "How AI Changes Everything"· Apr 26, 2026PodcastA 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.
17:21ENMatthew Berman· Apr 25, 2026DeepSeek 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.Load moreShowing 24 of 326