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27:55EN
Theo - t3․gg· May 28, 2026Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
1:27:44EN
20VC with Harry Stebbings· May 28, 2026Podcast · 3 speakersAI 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.
41:09EN
No Priors: AI, Machine Learning, Tech, & Startups· May 28, 2026Podcast · 2 speakersAfter 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.
2:34:17EN
Matthew Berman· May 28, 2026Matthew 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.
47:33ENTheo - t3․gg· May 27, 2026How Theo’s AI Coding Workflow ChangedTheoA walkthrough of remote agents, project context, short prompts, verification and pull-request decisions.
17:03ENMatthew Berman· May 27, 2026DeepSWE: 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.
1:41:58EN
Cognitive Revolution "How AI Changes Everything"· May 26, 2026PodcastA 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.
45:33EN
Sequoia Capital· May 26, 2026PodcastCursor 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.
37:56ENTheo - t3․gg· May 26, 2026Claude 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.
31:22ENMatthew 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.
1:07:45EN20VC 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.
37:30ENTheo - 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.
2:13:11ENCognitive Revolution "How AI Changes Everything"· May 24, 2026PodcastThe 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 with Harry Stebbings· May 23, 2026Podcast · 3 speakers20VC 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.
59:41EN
Unsupervised Learning: With Jacob Effron· May 22, 2026PodcastThe 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.
1:27:17EN20VC 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.
29:36EN
Jane Street· May 21, 2026Jane 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.
30:34ENNo Priors: AI, Machine Learning, Tech, & Startups· May 21, 2026Podcast · 2 speakersCerebras 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.
27:16ENTheo - t3․gg· May 21, 2026GitHub’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· May 21, 2026Matthew 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.
1:01:14ENCognitive Revolution "How AI Changes Everything"· May 20, 2026PodcastThe 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.
30:19ENMatthew Berman· May 20, 2026Sundar 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.
23:36ENTheo - 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.
38:24ENSequoia Capital· May 19, 2026PodcastServal'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.Load moreShowing 24 of 3,701