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1:19:05EN
20VC with Harry Stebbings· 14 may 2026Pódcast · 3 vocesAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
45:51EN
Theo - t3․gg· 14 may 2026Claude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.
1:36:35EN20VC with Harry Stebbings· 7 may 2026Pódcast · 3 vocesAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
29:57EN
Matthew Berman· 7 may 2026Anthropic’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.
35:13ENTheo - t3․gg· 7 may 2026Theo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.
1:22:03ENMatthew Berman· 6 may 2026Anthropic’s SpaceX Compute Deal, Claude Limits and Agent ToolsMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman examines the Colossus deal, competing infrastructure strategies and new Claude agent features.
41:11ENTheo - t3․gg· 5 may 2026Theo and ThePrimeagen on AI Subscriptions, Compute and Model EconomicsTheo Browne, ThePrimeagen, Dario Amodei · Ping LabsA discussion of usage limits, training costs and why the price of a token differs from the cost of useful work.
36:45ENTheo - t3․gg· 4 may 2026Theo on the Microsoft–OpenAI Agreement and Amazon’s Cloud OpportunityTheo Browne · Ping LabsThe 2026 amendment changes exclusivity and revenue sharing while keeping Microsoft and OpenAI in a continuing partnership.
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 1 may 2026Pódcast · 2 vocesInference 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.
34:39ENTheo - t3․gg· 1 may 2026Claude Code’s Billing False Positive and Anthropic’s Developer Trust ProblemTheo Browne · T3Theo Browne examines a subscription billing false positive, explains prompt caching, and shares T3 Chat’s API costs.
1:28:19EN20VC with Harry Stebbings· 30 abr 2026Pódcast · 3 vocesAI 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.
1:35ENMatthew Berman· 27 abr 2026DeepSeek V4 and the Cost of Frontier AI ModelsMatthew Berman · Forward FutureMatthew Berman argues that an open-weight Chinese model could put price pressure on US AI providers. The comparison depends on the workload, evaluation and cost assumptions.
2:38:48EN
Cognitive Revolution "How AI Changes Everything"· 26 abr 2026PódcastA 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.
17:21ENMatthew Berman· 25 abr 2026DeepSeek 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.
1:11ENMatthew Berman· 24 abr 2026Anthropic’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.
27:08ENTheo - t3․gg· 24 abr 2026GPT-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.
1:50:05EN20VC with Harry Stebbings· 23 abr 2026Pódcast · 3 vocesCursor 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.
47:32ENMatthew Berman· 23 abr 2026Claude 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.
1:41:11ENMatthew Berman· 22 abr 2026Anthropic’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.
44:14ENTheo - t3․gg· 20 abr 2026Did 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.
37:59ENTheo - t3․gg· 17 abr 2026Testing Claude Opus 4.7: Strong Capabilities, Uneven Coding ResultsTheo Browne · T3Theo Browne tests Anthropic’s new model on a cryptography puzzle, a project migration and a repository-cloning script.
1:30:31EN20VC with Harry Stebbings· 16 abr 2026Pódcast · 3 vocesAI Security, Software Valuations and SpaceX IPO Speculation: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI security claims, enterprise software and the assumptions behind reported private-company valuations.
1:19:18EN20VC with Harry Stebbings· 26 mar 2026Pódcast · 3 vocesSeries A Fund Math, SpaceX Ambitions and the AI Valuation DebateInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll examine AI competition, speculative space infrastructure and the rising cost of venture investing.
1:09ENMatthew Berman· 18 mar 2026The Benefits and Tradeoffs of Running AI Models LocallyMatthew Berman · Forward FutureMatthew Berman weighs the privacy, control and costs of local models against technical complexity and performance tradeoffs.Cargar másMostrando 24 de 333