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2:38:48ENA thousand searches for five cents, and a high score that did not require cheatingPresenta: Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.
48:49ENAmjad Masad on Replit, Coding Agents and the Future of SoftwareInvitado: Amjad Masad · Presenta: Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.
17:21ENDeepSeek V4, Model Efficiency and the US–China AI DebateMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s April 2026 V4 preview and argues that efficient open-weight models raise questions for American AI providers and policymakers.
36:51ENFake GitHub Stars and Open-Source Traction: What the Numbers Can ShowTheo Browne · T3Theo Browne examines research on fake stars, challenges simple funding narratives and discusses broader project due diligence.
1:06ENChamath Palihapitiya on a Debt ScarePresenta: Chamath PalihapitiyaA personal account of leverage, falling collateral values and financial pressure.
25:19ENGPT-5.5 and DeepSeek V4: Benchmarks, Costs and Compute LimitsSam Altman, Greg Brockman · OpenAIAI Explained compares coding, uncertainty and safety tests while asking what cheaper models and scarce compute mean for deployment.
53:30ENThomas Kurian on Google Cloud’s TPUs, AI Agents and CybersecurityMatthew Berman, Thomas Kurian · Forward FutureThe Google Cloud CEO explains how Google allocates compute between its own models and competitors, designs infrastructure for agents, and approaches security and code review.
3:34:39ENLuo Fuli on Agent Frameworks, Model Training, and TeamworkInvitado: Luo Fuli · Presenta: 张小珺Xiaomi’s model team leader discusses OpenClaw, long-context efficiency, post-training, and collaboration in a period of rapid change.
1:11ENAnthropic’s Coding Flywheel and the Compute ConstraintMatthew Berman · Forward FutureMatthew Berman sketches a proposed feedback loop linking coding models, enterprise revenue, data and compute, then argues that capacity could slow it.
27:08ENGPT-5.5 in Early Use: Capability, Cost and the Challenge of SteeringTheo Browne · T3Theo Browne compares benchmarks with personal project tests and discusses the gap between capability and following intent.
1:50:05ENCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.
47:32ENClaude Code Subscription Changes and the AI Compute CompetitionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines a pricing-page test, third-party agent restrictions and competing claims about compute capacity and customer access.
0:28ENA Brief Claude Code Pricing-Page Change Drew CriticismMatthew Berman · Forward FutureMatthew Berman reacts to a 2026 pricing-page change that appeared to remove Claude Code from Pro. The listing was later restored.
3:36:29ENClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed NeutralPresenta: Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.
39:48EN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIPresenta: Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.
1:41:11ENAnthropic’s Usage Limits, Compute Constraints and Competition: A Livestream DiscussionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines Claude Code pricing tests, third-party agent rules and capacity pressures, contrasting Anthropic’s approach with OpenAI and other competitors.
26:20ENCal.com’s Closed Core and the Future of Open-Source SecurityTheo Browne · T3Theo Browne discusses AI-assisted vulnerability discovery, open-versus-closed tradeoffs and the work maintainers face.
37:54ENA First Look at Claude Design: From Visual Prototype to Code HandoffTheo Browne · T3Theo Browne redesigns a T3 Code landing page to test visual feedback, usage limits and handoff to Claude Code.
3:01:44ENChildren, AI Overuse and a Live Test of ChatGPT Images 2Matthew Berman, Jonah, Brian · Forward FutureMatthew Berman discusses supervision and balance, then tests image generation with maps, math, code and visual prompts.
54:54ENAaron Levie on Enterprise AI, Software Value and the Future of WorkInvitado: Aaron Levie · Presenta: Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.
44:14ENDid Claude Get Worse? Tracing Regressions Across the AI Coding StackTheo Browne · T3Theo Browne examines user reports, benchmarks, agent harnesses, tokenization and past infrastructure bugs to understand changing Claude Code performance.
4:23:11ZH洪乐潼:让 AI 学会数学,从形式化证明到创业Invitado: 洪乐潼 · Presenta: 张小珺Axiom 创始人谈数学之美、用 Lean 验证证明,以及她如何从数学研究走向 AI 创业。
2:12:51ENSteve Newman’s fifteen-app stack exists so he only has to look at one screenPresenta: Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.
1:03:25ENJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvitado: Jake Paul, Geoffrey Woo · Presenta: Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.
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