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2:14:35EN
Matthew Berman· 25 oct 2025Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.
1:16:53EN
Unsupervised Learning: With Jacob Effron· 24 oct 2025PódcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishPresenta: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
14:07ENMatthew Berman· 23 oct 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.
16:12ENMatthew Berman· 18 oct 2025AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 15 oct 2025Pódcast · 2 vocesPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
44:09ENMatthew Berman· 8 oct 2025Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.
1:20:12EN
20VC with Harry Stebbings· 6 oct 2025Pódcast · 2 vocesCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvitado: Andrew Feldman · Presenta: Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.
4:34:10EN
Lex Fridman· 30 sept 2025Pódcast · 2 vocesPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Invitado: Pavel Durov · Presenta: Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
1:31:19EN20VC with Harry Stebbings· 29 sept 2025Pódcast · 2 vocesGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvitado: Jonathan Ross · Presenta: Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.
0:58ENMatthew Berman· 26 sept 2025Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 13 sept 2025PódcastA transformer co-author wants a $160 million model no company ownsPresenta: Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.
59:06ENUnsupervised Learning: With Jacob Effron· 10 sept 2025PódcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldPresenta: Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.
40:54ENNo Priors: AI, Machine Learning, Tech, & Startups· 28 ago 2025Pódcast · 2 vocesSeventeen Years of Flat Power, and a Plan to Bring the Factories HomePresenta: Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.
1:34:58EN20VC with Harry Stebbings· 21 ago 2025Pódcast · 3 vocesDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
47:18ENNo Priors: AI, Machine Learning, Tech, & Startups· 14 ago 2025Pódcast · 2 vocesThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonPresenta: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
3:17:35ENCognitive Revolution "How AI Changes Everything"· 13 ago 2025PódcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanPresenta: Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.
1:45:00ENCognitive Revolution "How AI Changes Everything"· 6 ago 2025PódcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyPresenta: Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:01:00EN
Sequoia Capital· 5 ago 2025Pódcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
36:48ENNo Priors: AI, Machine Learning, Tech, & Startups· 31 jul 2025Pódcast · 2 vocesThe Weekend DeepSeek Dropped, the White House CalledPresenta: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
58:47EN
Jane Street· 28 jul 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.
1:02:17ENMatthew Berman· 30 jun 2025Dylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
40:33ENSequoia Capital· 24 jun 2025PódcastFifty People in Slack. Four Minutes to the Smoking Gun.Traversal's co-founders on turning DevOps heart attacks into agent-run root cause analysis — and why observability's second-largest software spend still leaves troubleshooting as a whodunit.
54:53ENUnsupervised Learning: With Jacob Effron· 17 jun 2025PódcastA Free Voting Board Burned $2 Million. Then It Raised $100 Million.Presenta: Jacob EffronDatabricks co-founder Ion Stoica explains why LMArena exists, why China is winning open-source models, and why reliability—not another scaling law—is still the thing holding AI back.
0:59ENMatthew Berman· 10 jun 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.Cargar másMostrando 24 de 230