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31:22EN
Matthew Berman· 26 may 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.
1:07:45EN
20VC with Harry Stebbings· 26 may 2026Pódcast · 2 vocesAndrew Feldman on AI Chips, Data Centers and Compute DemandInvitado: Andrew Feldman · Presenta: Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.
1:27:17EN20VC with Harry Stebbings· 21 may 2026Pódcast · 3 vocesAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 15 may 2026PódcastSix Months, Eighty Percent Churn, Five Times the TokensPresenta: Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.
1:01:41ENMatthew Berman· 15 may 2026What Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.
15:48EN
Jane Street· 15 may 2026Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.
1:19:05EN20VC 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.
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.
29:57ENMatthew 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.
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.
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.
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.
2:38:48ENCognitive 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.
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.
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.
44:19EN
Sequoia Capital· 17 mar 2026PódcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
0:24ENMatthew Berman· 2 mar 2026A Surprise in AI Token Usage and CostsMatthew Berman · Forward FutureMatthew Berman reacts to a rising usage bill and notes why monitoring token consumption matters.Cargar másMostrando 24 de 306