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1:13:26EN
20VC with Harry Stebbings· Oct 24, 2026Podcast · 2 speakersNaveen Rao on Energy, AI Hardware, Verification and the Future of RoboticsGuest Naveen Rao · Host Harry StebbingsThe Unconventional AI founder argues that energy efficiency will shape AI hardware, while the growing volume of model output makes verification more valuable.
0:53EN
Matthew Berman· Oct 22, 2026Sam Altman on AI and the Discovery of New KnowledgeSam Altman · OpenAIAltman expects progress in mathematical discovery to extend to biology, materials and energy.
1:05:01EN20VC with Harry Stebbings· Oct 3, 2026Podcast · 2 speakersChase Lochmiller on AI Data Centers, Energy and GPU EconomicsGuest Chase Lochmiller · Host Harry StebbingsCrusoe’s CEO discusses the constraints on AI infrastructure, the economics of GPU capacity and his company’s approach to energy and managed inference.
1:19:54EN20VC with Harry Stebbings· Sep 19, 2026Podcast · 2 speakersThomas Sohmers on AI Inference, Memory and Data-Center GrowthGuest Thomas Sohmers · Host Harry StebbingsPositron’s co-founder discusses the engineering economics of inference, his views on AI infrastructure and regulation, and the risks he sees in financing and concentration.
0:50ENMatthew Berman· Sep 2, 2026Matthew Berman on Using Idle Computers for AI InferenceMatthew Berman · Forward FutureBerman points to Darkbloom as a way to put spare computing capacity to work on AI models, while raising the question of how far distributed inference can go.
1:29:35EN20VC with Harry Stebbings· Jul 18, 2026Podcast · 2 speakersFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationGuest Fred Turner · Host Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:06:10EN20VC 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.
17:56ENMatthew Berman· Apr 28, 2026Children, AI Sycophancy and Environmental Trade-offsMatthew Berman · Forward FutureMatthew Berman discusses a parent’s objections to a child using AI, then weighs supervised learning, chatbot reliability and data-center impacts.
32:22EN20VC with Harry Stebbings· Apr 7, 2026Podcast · 2 speakersDemis Hassabis on AGI, Scientific Discovery and the Challenges AheadGuest Demis Hassabis · Host Harry StebbingsThe Google DeepMind CEO discusses compute, continual learning, safety standards and his hopes for AI in science, medicine and energy.
1:06:10EN20VC with Harry Stebbings· Jan 5, 2026Podcast · 2 speakersFuse CEO Alan Chang on Revolut, Energy and Building at SpeedGuest Alan Chang · Host Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
9:41ENMatthew Berman· Dec 9, 2025AI News in December 2025: Devstral 2, Agent Standards and Data-Center PowerMatthew Berman · Forward FutureMatthew Berman discusses model-release predictions, open agent infrastructure and ideas for powering terrestrial and space-based computing.
2:36:55EN
Lex Fridman· Nov 17, 2025Podcast · 2 speakersOne Second of Fuel: David Kirtley on Fusion Power by 2028Guest David Kirtley · Host Lex FridmanThe Helion Energy CEO walks Lex Fridman from 1958 theta pinches to a Microsoft contract that wants first electrons on the grid in 2028.
14:07ENMatthew Berman· Oct 23, 2025Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.
15:43ENMatthew Berman· Oct 13, 2025How AI Data Centers Work: Power, Cooling and Community TradeoffsMatthew Berman · Forward FutureMatthew Berman explains the physical infrastructure behind AI prompts, from accelerator racks and backup power to water use and local planning.
1:24:58EN20VC with Harry Stebbings· Oct 2, 2025Podcast · 3 speakersAI Burn Multiples, Infrastructure Financing and the Venture MarketGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate funding, energy demand and the risks behind rapid AI growth.
58:47EN
Jane Street· Jul 28, 2025Daniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
0:59ENMatthew Berman· Jun 10, 2025Satya Nadella on AI's Energy Use and Social PermissionMatthew Berman, Satya Nadella · Forward FutureIn a short interview excerpt, Microsoft's CEO argues that the technology industry must deliver broad benefits as its energy demand grows.
0:36ENMatthew Berman· May 2, 2025How Much Electricity Will AI Data Centers Use?Matthew Berman, Eric Schmidt · Forward FutureMatthew Berman highlights Eric Schmidt's congressional testimony and asks about AI's power demand. The dramatic 99% figure lacks a specified time frame and geographic scope in the quoted testimony.
1:00ENMatthew Berman· Oct 31, 2024AI Growth and the Pressure on Electricity InfrastructureMatthew Berman · Forward FutureMatthew Berman considers how the power demands of AI and data centers could affect grids, emissions and competition for resources.
1:13:02EN20VC with Harry Stebbings· Aug 5, 2024Podcast · 2 speakersDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGuest David Cahn · Host Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
1:15:53EN20VC with Harry Stebbings· May 29, 2024Podcast · 2 speakersMike Schroepfer on Leadership, Climate Technology and Clean EnergyGuest Mike Schroepfer · Host Harry StebbingsThe former Meta CTO explains how leaders align teams and how his climate investment firm evaluates technology, financing and market risk.
21:48ENMatthew Berman· Apr 22, 2024Vinod Khosla’s 12 Predictions for Technology and AbundanceMatthew Berman · Forward FutureMatthew Berman responds to a venture capitalist’s vision for 2035–2049, from AI expertise and robots to transportation, energy and climate technology.
12:37ENMatthew Berman· Apr 2, 2024The Reported Stargate Supercomputer and AI’s Compute BottleneckMatthew Berman, Sam Altman, Elon Musk · Forward FutureIn April 2024, Matthew Berman examines a reported Microsoft–OpenAI data-center proposal and argues that chips and electricity could shape the AI industry.
15:58ENMatthew Berman· Mar 2, 2024Elon Musk on Self-Driving, AI Compute and Electricity ConstraintsElon Musk, Matthew Berman · TeslaA 2024 Bosch interview and Matthew Berman’s commentary explore autonomous vehicles, robots and the infrastructure needed for AI.Load moreShowing 24 of 29