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2:18:33ZH → EnglishDai Yusen: Revisiting AI Investment Judgments, Harnesses, and Startup OpportunitiesGuest 戴雨森 · Host 张小珺ZhenFund managing partner Dai Yusen talks with Zhang Xiaojun about models, agent products, organizational change, and revising one’s views.
17:03ENDeepSWE: Testing Coding Agents on Longer Software TasksMatthew Berman · Forward FutureMatthew Berman reviews Datacurve’s benchmark, its verifier audit and the tradeoffs of comparing models under a shared harness.
1:41:58ENA thousand people on guard, a million in the sprintHost Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.
45:33ENCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
37:56ENClaude Code, Codex, and Cursor: Three Approaches to AI CodingTheo Browne · T3Theo compares terminal-first coding agents, local verification, cloud execution, and the trade-offs behind their interfaces.
31:22ENCursor 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.
1:07:45ENAndrew 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.
37:30ENCursor 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.
2:13:11ENThe Models Understand Shutdown. They Just Don't Care.Host Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.
1:23:34EN20VC on Enterprise Sales Hiring, Compensation and AIGuest Chad Peets, Chris Degnan · Host Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.
59:41ENThe GPT moment for video hasn’t arrived, but AGI may already be hereHost Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.
1:27:17ENAI 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.
29:36ENJane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.
30:34ENCerebras Waited Ten Years for a Market That Finally Needed SpeedHost Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.
27:16ENGitHub’s Internal Repository Breach and the Nx Console Supply-Chain AttackTheo Browne · T3Theo examines a poisoned editor extension, stolen publishing credentials, and the difficult trade-offs around automatic updates.
18:39ENMatthew Berman on Andrej Karpathy Joining Anthropic and AI PessimismMatthew Berman, Eric Schmidt · Forward FutureKarpathy’s move to Anthropic prompts a reflection on research talent, public anxiety and how the AI industry talks about the future. Berman separates his own optimism from the harder question of what motivates someone else’s career choice.
21:30ENGoogle I/O, World Models and the Problem of Jagged AIDemis Hassabis, Greg Brockman, Mostafa Deghani · Google DeepMindAI Explained compares Google’s consumer strategy with rival AGI visions and examines a study of how models learn false claims.
1:01:14ENThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereHost Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.
30:19ENSundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.
23:36ENGemini 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.
38:24ENServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.
39:05ENWhy 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 → EnglishFreda 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.
1:13ENAnthropic Overtakes OpenAI in Ramp's Business Adoption IndexMatthew Berman · Forward FutureMatthew Berman discusses a May 2026 spending-based index and Anthropic's reported growth.
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