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23:21EN
Theo - t3․gg· 9 jun 2026Why the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.
1:48:47EN
Matthew Berman· 9 jun 2026Claude Fable 5 Launch: Live Coding Tests, Costs and SafeguardsMatthew Berman · Forward FutureMatthew Berman reviews a week of early use, troubleshoots the launch-day rollout, and tests browser apps and open mathematical problems live.
28:16ENMatthew Berman· 9 jun 2026Claude Fable 5 and Mythos 5: Matthew Berman Reviews Long-Running Coding WorkMatthew Berman · Forward FutureAn early Fable 5 user examines Anthropic’s benchmarks, safety controls, pricing and coding workflows, then demonstrates a Rubik’s Cube and a fluid simulation.
1:14:30EN
20VC with Harry Stebbings· 8 jun 2026Pódcast · 2 vocesRoman Chernin on AI Compute Demand, Inference and InfrastructureInvitado: Roman Chernin · Presenta: Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.
57:42EN20VC with Harry Stebbings· 6 jun 2026Pódcast · 2 vocesJacob Lauritzen on AI Engineering, Legal Work and Building LegoraInvitado: Jacob Lauritzen · Presenta: Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.
1:39:00EN20VC with Harry Stebbings· 4 jun 2026Pódcast · 3 voces20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.
20:12ENMatthew Berman· 2 jun 2026AI, Jobs and the Gap Between Automation Hype and Business ValueMatthew Berman · Forward FutureMatthew Berman argues that adoption is slower and more complicated than feared, while discussing layoffs, AI costs and the work humans still do.
1:14:12EN20VC with Harry Stebbings· 1 jun 2026Pódcast · 2 vocesBrendan Foody on Mercor, AI Data and the Future of WorkInvitado: Brendan Foody · Presenta: Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.
28:02ENTheo - t3․gg· 29 may 2026Theo Tests Claude Opus 4.8 and Claude Code WorkflowsTheoA hands-on look at model behavior, early benchmarks, usage estimates and parallel agent workflows.
27:55ENTheo - t3․gg· 28 may 2026Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
1:27:44EN20VC with Harry Stebbings· 28 may 2026Pódcast · 3 vocesAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.
2:34:17ENMatthew Berman· 28 may 2026Matthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.
17:03ENMatthew Berman· 27 may 2026DeepSWE: Testing Coding Agents on Longer Software TasksMatthew Berman · Forward FutureMatthew Berman reviews Datacurve’s benchmark, its verifier audit and the tradeoffs of comparing models under a shared harness.
45:33EN
Sequoia Capital· 26 may 2026PódcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
31:22ENMatthew 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.
1:07:45EN20VC 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.
37:30ENTheo - t3․gg· 24 may 2026Cursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.
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.
23:36ENTheo - t3․gg· 20 may 2026Gemini 3.5 Flash, Antigravity CLI, and Railway’s Cloud OutageTheo Browne · T3Theo questions a model launch, a developer-tool transition, and a cloud outage while examining the costs and dependencies behind each.
39:05ENTheo - t3․gg· 19 may 2026Why GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.
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Zhang Xiaojun Podcast· 18 may 2026Pódcast · 2 vocesFreda Duan：重新计算 AI 投资，也重新理解人的连接Invitado: Freda Duan · Presenta: 张小珺Altimeter Capital 合伙人与张小珺讨论 token 成本、模型竞争、组织变革和快速变化中的焦虑。
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.Cargar másMostrando 24 de 331