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46:53ENDario Amodei’s AI Pacing Proposal and the Debate over Concentrated PowerMatthew Berman · Forward FutureMatthew Berman reviews a frontier-AI safety plan, weighs international coordination and warns that regulation could reinforce incumbent control.
34:48ENDario Amodei’s Three-Part Proposal to Pace AI DevelopmentTheo Browne · T3Theo Browne examines a proposal for embedded evaluators, coordination among democracies and eventual international agreements.
54:57ENOpen-Weight AI: Competition, Safety and the Debate over AnthropicMatthew Berman · Forward FutureMatthew Berman argues for broad access to AI models, weighs the economics and security arguments, and responds to Dario Amodei’s position on open weights.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
1:03ENReported Chinese AI Export Discussions and a Strategic DebateMatthew Berman · Forward FutureMatthew Berman considers reported restrictions on overseas access to Chinese AI models and questions whether limiting their distribution would serve China’s interests.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:18:07EN20VC 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.
0:42ENMatthew 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.
1:02ENAnthropic 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.
1:28:02EN20VC 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.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonHost Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIHost Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and RoboticsGuest Rory O’Driscoll, Everett Randle · Host Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
0:34ENAnthropic Temporarily Suspended Fable 5 and Mythos 5 After US DirectiveMatthew Berman · Forward FutureMatthew Berman reports the abrupt June 2026 shutdown and the interruption to his AI agents. Anthropic later announced the models’ return under different access arrangements.
1:56ENWhy Anthropic Temporarily Suspended Fable 5 and Mythos 5Matthew Berman · Forward FutureMatthew Berman questions the response to a reported safeguard bypass and compares the cyber risks of competing models.
21:56ENMatthew Berman on Pope Leo XIV’s AI Encyclical and Anthropic’s RoleMatthew Berman, Chris Olah · Forward FutureA close reading of Magnifica humanitas raises questions about human dignity, AI companionship, concentrated power and who should govern AI.
41:05ENAnthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
13:28ENAnthropic’s Distillation Allegations and the Debate Over AI Training DataMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s allegations against three Chinese AI labs, the criticism of its own training practices, and the geopolitical claims surrounding the dispute.
1:16ENAnthropic’s Distillation Allegations Draw CriticismMatthew Berman · Forward FutureMatthew Berman examines reactions to Anthropic’s claims about model distillation and debates over training data.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedHost Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
15:10ENOpenAI’s Drug-Discovery Value Sharing: What Was Proposed and What Remains UnclearMatthew Berman · Forward FutureMatthew Berman examines Sarah Friar’s remarks on licensing, compares research partnerships and considers a speculative future of concentrated AI resources.
2:15ENElon Musk’s OpenAI Lawsuit: Founding Disputes, Discovery and the 2023 Board CrisisMatthew Berman · Forward FutureMatthew Berman discusses documents in the dispute over OpenAI’s structure, including Greg Brockman’s journal and questions about board governance.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Host Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
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