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29:57ENAnthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.
4:18:22ENEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvitado: FFmpeg · Presenta: Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoPresenta: Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkInvitado: Tobi Lütke · Presenta: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:23ENMatthew Berman Demonstrates Codex Creating a Population SpreadsheetMatthew Berman · Forward FutureA short demonstration shows an AI agent using a web search and a spreadsheet skill to produce a chart.
1:14:23ENBecca Lindquist on Clay’s Sales Hiring, Compensation and AIInvitado: Becca Lindquist · Presenta: Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.
42:57ENInference Is the Last Market: Baseten’s 30x YearPresenta: Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
1:42:41ENTesting AI Reasoning, App Store Lookalikes and the Debate Over AnthropicMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman tests a car-wash prompt, discusses AI subscription limits and considers reported employee monitoring for model training.
1:48:43ENThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Presenta: Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.
1:28:19ENAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.
17:56ENChildren, 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.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
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.
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.
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.
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.
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.
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.
57:28ENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchPresenta: Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.
2:27:51ENTesting Claude Opus 4.7 and Building for an Agent-First InternetMatthew Berman · Forward FutureMatthew Berman tests Claude Design, examines early Opus 4.7 reactions and debugs an experimental agent chat live.
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