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1:27:44ENAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
41:09ENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesHost Sarah Guo, Elad GilTwo years ago enterprise security buyers told Maxim Bar Kogan he was too early. Now Fortune 10 companies are calling a sub-100-person Israeli startup because they cannot stop agent adoption — only reduce the chance the next action is illegitimate.
2:34:17ENMatthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.
47:33ENHow Theo’s AI Coding Workflow ChangedTheoA walkthrough of remote agents, project context, short prompts, verification and pull-request decisions.
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.
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.
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.
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.
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.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsGuest Josh Browder · Host Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIGuest Shiv Rao · Host Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:34:54ENSix 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.
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