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41:20ENA $4 Million Cabinet and a Trillion-Dollar Year: Jensen Huang Turns the AI Factory Into a Manufacturing StoryOn Sequoia's Training Data stage, NVIDIA's CEO walks a sixty-country audience from ChatGPT's parlor tricks to agentic work, a five-layer industrial cake, and why radiology hiring went up.
43:23ENPennsylvania’s Senators on Bipartisanship, AI and EnergyInvitado: John Fetterman, Dave McCormick · Presenta: Chamath Palihapitiya, Jason Calacanis, David Sacks, David FriedbergJohn Fetterman and Dave McCormick discuss policy differences and data-center development.
23:21ENWhy the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.
10:08ZH小块讲路怒冲突:罗永浩与嘉宾如何把退让讲成喜剧Invitado: 小块 · Presenta: 罗永浩一辆逆行的车、一口痰和一套“幸福者退让原则”,引出一场关于理智与自我安慰的现场抬杠。
1:48:47ENClaude 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.
12:59ENCoding-Agent Loops: Triggers, Goals and the Cost of RepetitionMatthew Berman, Boris Cherny · Forward FutureMatthew Berman explains event-triggered and scheduled agent workflows, shows examples in Cursor and Claude Code, and considers their limits.
28:16ENClaude 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.
0:16ENA Skit About Trying to Keep Up With AI NewsMatthew Berman · Forward FutureMatthew Berman jokes about the feeling of catching up just as another coding-agent discussion appears.
28:42ENBill Maris on Venture Fund Size and AI’s Early StagePresenta: Jason Calacanis, David Sacks, David FriedbergThe investor discusses portfolio construction, hypothetical AI price wars and deep tech.
44:57ENTheo on Anthropic’s Case for Preparing for AI Self-ImprovementTheoAn examination of internal productivity evidence, uncertain AI futures and the challenge of coordinating a pause.
1:14:30ENRoman 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.
3:38:52ZH阳萌:从充电宝到端侧 AI,安克如何寻找下一阶段Invitado: 阳萌 · Presenta: 张小珺安克创新创始人与张小珺讨论创业经历、消费电子产品战略、硬件研发和 AI 对组织的影响。
32:19ENReinventing Entropy: Why Prediction Helps Compress LanguageA robot’s movement code leads from prefix-free encoding to Shannon information and the entropy of language.
30:11ENWhat Cloudflare’s VoidZero Acquisition Could Mean for Vite and AI DeploymentTheoTheo examines the developer experience behind the deal and demonstrates his own unreleased cloud project.
57:42ENJacob 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.
1:22:36ENA Thousand Researchers, a Million AIs: Frontier Labs Start Talking About the BrakesPresenta: Nathan LabenzThe first week of AI in the AM follows OpenAI's timeline for an ML-intern model this year and a human-level AI researcher by early 2028 — and the closed-door meeting where labs admitted they might one day need to slow down together.
44:52ENAnthropic’s Recursive Self-Improvement Report: Evidence, Limits and a Debate Over Slowing AIMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s 2026 claims about AI-assisted development, research benchmarks and possible paths to autonomous self-improvement.
1:39:00EN20VC 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.
18:56ENWhy Programmer Laziness Still Matters in the Age of AITheo, Bryan CantrillTheo reads Bryan Cantrill’s essay on abstraction, code volume and the human responsibility to make software simpler.
1:31:56ENWhen AI Builds Itself: Anthropic’s Recursive Improvement Essay and Its LimitsMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s internal coding and research claims, questions its proposed slowdown, and considers what autonomous AI development could mean.
42:27ENEvery Company Can Operate at the Frontier — If It Owns the EvalsPresenta: Sarah Guo, Elad GilAt Microsoft Build, Satya Nadella tells No Priors and Latent Space why AI is an ecosystem game, why private evals beat public benchmarks, and why the Azure networking team now asks for tokens instead of headcount.
0:47ENCognition's AI Productivity Guarantee for DevinMatthew Berman · Forward FutureMatthew Berman discusses a 2026 enterprise offer that compares estimated engineering value with the cost of using Devin.
2:59:44ENTwo Endangered Languages Broke Transformers. Nested Learning Gave Models a Sleep Button.Presenta: Nathan LabenzGoogle researcher Ali Behrouz tells Nathan Labenz how stacking update frequencies — not just layers — and an offline sleep phase could give language models genuine continual learning.
20:29ENHow Prompts Become Technical Debt in AI CodingTheoTheo examines outdated agent instructions, model-specific behavior and the value of regularly auditing project guidance.
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