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1:53EN
Matthew Berman· Jul 8, 2026What Anthropic’s J-Space Research Suggests About AI ReasoningMatthew Berman · Forward FutureMatthew Berman discusses internal model representations, interventions and the question of consciousness, while the research itself describes important limits.Model InterpretabilityReasoning & test-time computeConsciousness & Intelligence
55:19EN
Sequoia Capital· Jul 7, 2026PodcastThe drone is 15% of Zipline: 140 million miles, zero incidentsKeller Rinaudo Cliffton and Eric Watson explain why the aircraft is the small part of an automated logistics system now cheaper than a car.Infrastructure & deploymentRoboticsAutonomous Systems+3
Slides0:24EN
Matthew Berman· Jul 7, 2026Claude Fable 5 Access Extended Through July 12, 2026Matthew Berman · Forward FutureMatthew Berman reports a short extension for paid Claude subscribers, without a reset of their existing usage quota.Models & training
3 slides18:34EN
Matthew Berman· Jul 7, 2026Model Routing for AI Coding: A Worked Cost ExampleMatthew Berman · Forward FutureMatthew Berman separates planning, implementation and review to explain how different models can fit different tasks.AI cost & performanceAgent engineeringDeveloper productivity
4:41EN
Jane Street· Jul 6, 2026Inside Jane Street’s Internship: Projects, Mentorship and LearningCody · Jane StreetInterns and employees describe collaborative interviews, learning finance from the basics, and working on projects used by the firm.CareersCompany CultureMachine Learning+1
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20VC with Harry Stebbings· Jul 6, 2026Podcast · 2 speakersMike Mignano on AI Applications, Open Models and Venture StrategyGuest Mike Mignano · Host Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.Venture CapitalAI StrategyAI agents+2
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20VC with Harry Stebbings· Jul 4, 2026Podcast · 2 speakersSierra Co-founder Clay Bavor on Open Models, Enterprise AI and Building TeamsGuest Clay Bavor · Host Harry StebbingsBavor discusses model selection and compute costs, deploying AI agents for enterprises, and how Sierra approaches hiring and company culture.Enterprise AIOpen-weight modelsAI agents+2
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Cognitive Revolution "How AI Changes Everything"· Jul 4, 2026Podcast19 Neurons Can Drive a Car. Liquid AI Wants Foundation Models on Every ChipHost Nathan LabenzRamin Hasani traces liquid neural networks from a worm's 300-cell brain to a 600-megabyte model that will talk from inside a Mercedes, and explains why architecture search now beats architecture avengers.Models & trainingLocal inferenceScaling Laws+3
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20VC with Harry Stebbings· Jul 2, 2026Podcast · 3 speakers20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.AI cost & performanceVenture CapitalEnterprise AI+2
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No Priors: AI, Machine Learning, Tech, & Startups· Jul 2, 2026Podcast · 2 speakersTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.Infrastructure & deploymentCompany BuildingSafety & governance+3
1:29:02EN
Cognitive Revolution "How AI Changes Everything"· Jul 1, 2026PodcastFrom 50 Designs a Day to 1,500: How AI Changed What Jaguar Land Rover Can ExploreHost Nathan LabenzNeural Concept’s Thomas von Tschammer on specialist physics models, engineering copilots, and why Formula 1 already runs thousands of designs overnight.Enterprise & strategyFine-tuningAgent orchestration+3
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Lex Fridman· Jun 30, 2026Podcast · 2 speakersForty-Six Percent of Emperors Were Overthrown. The Empire Lasted AnywayGuest Anthony Kaldellis · Host Lex FridmanHistorian Anthony Kaldellis walks Lex Fridman through 2,200 years of Roman history and argues that what we call Byzantium was Rome itself.Political PhilosophyGeopoliticsLeadership
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Sequoia Capital· Jun 30, 2026PodcastThe 100x lives between the layers: Dylan Patel on co-design and a 60x yearSemiAnalysis’s founder argues that matching models, kernels, and silicon is what turns a 2x here and a 2x there into 100x, while equivalent-quality inference has gotten about 60 times cheaper in a year.Infrastructure & deploymentInferenceBenchmarks+3
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Matthew Berman· Jun 30, 2026Matthew Berman's Concern About Access to Frontier AIMatthew Berman · Forward FutureIn a short commentary, Berman argues that restricted model access could disadvantage startups and slow US innovation.AI RegulationOpen-weight modelsAI Strategy
1:06:10EN
20VC with Harry Stebbings· Jun 29, 2026Podcast · 2 speakersK. R. Sridhar on Distributed Power, AI Demand and Energy AccessGuest K. R. Sridhar · Host Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.EnergyLeadershipInfrastructure & deployment+2
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20VC with Harry Stebbings· Jun 27, 2026Podcast · 2 speakersfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.FintechCryptocurrencyProduct Strategy+2
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Cognitive Revolution "How AI Changes Everything"· Jun 27, 2026Podcast30% Consciousness, 47% Bee, 80% Turnover: Putting Numbers on What AI Is BecomingHost Nathan LabenzA Cognitive Revolution weekly cut that starts inside the model with Cameron Berg, then zooms out through gradual disempowerment, Europe’s bind, and the companies rebuilding around agents.Enterprise & strategySafety & governanceAI research+3
2 slides1:02EN
Matthew Berman· Jun 26, 2026Anthropic Accuses Alibaba-Linked Operators of Distilling ClaudeMatthew Berman · Forward FutureMatthew Berman discusses a 2026 allegation, restrictions on advanced models and his prediction about identity checks.AnthropicDistillationAI Regulation+1
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No Priors: AI, Machine Learning, Tech, & Startups· Jun 26, 2026Podcast · 2 speakersThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsHost Sarah Guo, Elad GilOpenAI researcher Noam Brown argues that static leaderboards hide how long a model is allowed to think — and that safety evals, research taste, and the release cycle have not caught up.Evals & observabilityEvalsBenchmarks+3
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20VC with Harry Stebbings· Jun 25, 2026Podcast · 3 speakers20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.AI cost & performanceOpen-weight modelsVenture Capital+2
4 slides15:03EN
Matthew Berman· Jun 25, 2026Claude Tag and the Risk of Locking Company Context into an AI ProviderMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s Slack-based assistant and argues that shared AI workers could reshape software, competition and control of organizational knowledge.AnthropicEnterprise AIContext engineering+2
44:52EN
Sequoia Capital· Jun 24, 2026PodcastAn 80GB Wikipedia Cache Versus a 100GB Model That Holds the InternetEngram’s founders argue that stuffing a company into the context window is the expensive kind of memory—and that baking it into the weights can cut token use by two orders of magnitude.RAG & knowledgeContinual learningFine-tuning+3
3 slides0:52EN
Matthew Berman· Jun 24, 2026A 12-Day Codex Run to Build an Excel CloneMatthew Berman · Forward FutureMatthew Berman describes giving Codex a brief goal and manually stopping it after more than 12 days, then demonstrates the resulting spreadsheet.Coding agentsAgent engineeringSoftware engineering
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Jane Street· Jun 24, 2026Jacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.Infrastructure & deploymentSoftware engineeringDecision Making+1
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