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20:46EN
Matthew Berman· Aug 26, 2026Open-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.
15:37ENMatthew Berman· Aug 4, 2026Matthew Berman on Qwen3.8-Max, AI Costs and Open-Weight CompetitionMatthew Berman · Forward FutureA 2026 review of reported benchmark results and research demonstrations leads to questions about deployment economics and geopolitical dependence.
54:57ENMatthew Berman· Jul 29, 2026Open-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.
27:13ENMatthew Berman· Jul 21, 2026Kimi 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.
12:12ENMatthew Berman· Jul 18, 2026Kimi K3: Coding Benchmarks, Cost and the Open-Weight AI RaceMatthew Berman · Forward FutureMatthew Berman examines Kimi K3’s early benchmark results, its cost per task and a Rubik’s Cube simulator, while weighing their limits.
0:42ENMatthew Berman· Jul 15, 2026DeepSeek 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.
1:03ENMatthew Berman· Jul 15, 2026Reported 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.
1:42:54ENMatthew Berman· May 12, 2026AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.
1:29:32ENMatthew Berman· Mar 9, 2026Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
20:34ENMatthew Berman· Jan 28, 2025DeepSeek R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines 2025 reactions to DeepSeek, from training efficiency and market losses to open weights, privacy and the possibility of a demand rebound.