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29:44ENHarry Wang: AI, Two-Dimensional Semiconductors, and the Future of Chip ManufacturingA semiconductor researcher explains materials, yield, AI-controlled experiments, and a proposed feedback loop between models and chips.
18:57ENGLM-5.3-Flash: Ox Alpha Benchmarks, Costs and Coding TestsMatthew Berman · Forward FutureMatthew Berman reviews Z.ai’s open-weight model, compares benchmark costs and tries coding and presentation tasks against a competing model.
0:36ENTheo on Ox Alpha, Revealed as GLM-5.3-FlashTheo Browne · Ping LabsTheo discusses the model’s price, multimodal inputs and Chinese-chip deployment in a short first impression.
1:40ENQualcomm's Edge-to-Cloud AI StrategyMatthew Berman · Forward FutureIn a sponsored short, Matthew Berman argues that AI infrastructure across devices and data centers could be an important business opportunity.
0:42ENDeepSeek and Zhipu Reportedly Explore Custom AI ChipsMatthew Berman · Forward FutureMatthew Berman discusses 2026 reports of Chinese model developers pursuing their own processors and the strategic appeal of controlling more of their AI infrastructure.
22:43ENMac Prices, Unified Memory and Local AI: Theo’s Buying Trade-offsTheoTheo explains why high-memory Macs appealed for local inference and how rising component prices changed his comparison with PCs.
23:21ENWhy the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.
0:52ENGPT-5.3-Codex-Spark Brings Faster Coding InferenceMatthew Berman · Forward FutureMatthew Berman highlights OpenAI's smaller coding model and its use of Cerebras hardware for low-latency responses.
1:58ENMemory Shortages and Gaming GPU Prices: Nvidia’s Options in 2026Matthew Berman · Forward FutureMatthew Berman discusses rising memory costs and a possible revival of older graphics cards, while separating predictions from Nvidia’s actual commitments.
1:38ENNVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.
1:20:57ENMatt Godbolt: Inside Skylake’s Out-of-Order PipelineMatt GodboltA guided tour of instruction decoding, register renaming, execution and memory ordering, grounded in reverse engineering and careful measurements.
22:48ENMatthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.
15:43ENHow 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.
1:03ENMicrosoft’s Majorana 1 Quantum Chip: What Was Claimed and What Was DemonstratedMatthew Berman · Forward FutureMatthew Berman discusses Microsoft’s 2025 Majorana 1 announcement and its possible implications for quantum computing and cryptography.
16:45ENDeepSeek-R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines the January 2025 reaction to an open-weight reasoning model, disputed cost claims and competing views of future demand for AI chips.
0:55ENA Quick RTX 5090 Local AI TestMatthew Berman · Forward FutureMatthew Berman runs an 8B DeepSeek R1 distillation locally and reports the speed of one generation.
23:29ENAI News in October 2024: Swarm, Blackwell, Video Models and Edge AIMatthew Berman · Forward FutureMatthew Berman reviews a wide range of announcements, including OpenAI’s experimental agent framework and new models from NVIDIA and Mistral.
1:00ENAn ASUS ProArt Laptop with RTX 4070 for AI WorkloadsMatthew Berman · Forward FutureMatthew Berman describes a laptop sent by NVIDIA, a local Llama demonstration and RTX software features.
1:00ENQualcomm’s On-Device AI DemonstrationsMatthew Berman · Forward FutureAt a Qualcomm event, Matthew Berman highlights LM Studio, an in-car interface, drones and Snapdragon-powered PCs. The video description labels the post as an ad.
0:57ENASM and the Equipment Behind Semiconductor ManufacturingMatthew Berman · Forward FutureIn an ASM-sponsored short, Matthew Berman highlights the machinery and people involved in making the chips used in everyday devices.
0:51ENA Fast Groq Inference Demo Using MixtralMatthew Berman · Forward FutureMatthew Berman demonstrates a Python code request and explains why fast model output could matter for applications.
26:02ENMoore’s Law Is Not Dead—It Is a Cascade of S-CurvesHost Lex FridmanJim Keller explains why transistor scaling keeps outrunning its obituary, and how exponential hardware changes the mathematics AI can attempt.
1:30:18ENNight Markets and Chip Foundries: A Week in Taiwan with Jensen HuangHost Lex FridmanLex Fridman follows NVIDIA's CEO through Computex, street food and long chats about Taiwan's tech history, export controls and how to choose business partners.









