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37:07ENArm’s 98.5% margin business just started shipping chipsPresenta: Sarah Guo, Elad GilCEO Rene Haas tells No Priors why the IP company built a physical CPU for Meta, and why CPUs still sit at the center of AI systems.
2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡Invitado: 曾鸣 · Presenta: 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
16:50ENGemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
0:50ENMatthew Berman on Using Idle Computers for AI InferenceMatthew Berman · Forward FutureBerman points to Darkbloom as a way to put spare computing capacity to work on AI models, while raising the question of how far distributed inference can go.
19:08ENClaude Fable 5.1 and Mythos 5.1: Pricing, Safeguards and Hands-On TestsMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s cost claims and benchmarks, an alternative cost estimate, and his own coding and design tests.
2:03:29ENLuke Bryan on Family, Football and Finding Humor in Country LifeInvitado: Luke Bryan · Presenta: Theo VonThe country singer joins Theo Von for a wide-ranging conversation about growing up in the South, parenting and music.
3:43:42ZH手工耿:村口五金店里的达达主义者Invitado: 手工耿 · Presenta: 罗永浩罗永浩请来手工耿,认真聊他如何从不锈钢拖鞋卖不出去,走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。
20:47ENWhy OpenAI Plans to End Its Direct Model Agreement With CursorMatthew Berman · Forward FutureAfter SpaceX acquired Cursor, OpenAI proposed winding down its model-supply contract. Matthew Berman examines the dispute, competing providers and the risks of relying on another company’s models.
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents WinPresenta: Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise DataInvitado: Aaron Katz · Presenta: Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyInvitado: Eno Reyes · Presenta: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
18:57ENGLM-5.3-Flash: Ox Alpha Benchmarks, Costs and Coding TestsMatthew Berman · Forward FutureMatthew Berman reviews Z.ai’s open-weight model, compares benchmark costs and tries coding and presentation tasks against a competing model.
0:41ENCould Faster AI Agents Shift More Work to the Cloud?Matthew Berman · Forward FutureMatthew Berman reflects on a conversation about faster inference and local-computer limits. Whether the CPU is a bottleneck depends on the particular agent workload and execution environment.
2:10:42ENThe Exam Papers Nobody AuditsPresenta: Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
0:59ENA Laser Device Aims to Target MosquitoesMatthew Berman · Forward FutureMatthew Berman describes a proposed laser-based mosquito defense and the capabilities claimed in a short promotional video.
1:51ENA Vibe-Coding Skit About Authorization and SuperblocksMatthew Berman · Forward FutureA fictional customer-portal mishap illustrates server-side authorization risks before introducing Superblocks as a proposed governance tool.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
1:26:43EN20VC: AI Funding, Model Competition and the Economics of AgentsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Presenta: Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
2:28:21ENLaura Delano on Psychiatric Treatment, Withdrawal and Informed ChoiceInvitado: Laura Delano · Presenta: Theo VonThe author and advocate discusses her personal treatment history and the need for support when patients consider changing medication.
1:16:29ENGrant Sanderson and Alok Puranik: Positional Encodings Through Group TheoryGrant Sanderson, Alok Puranik · 3Blue1BrownStarting with assumptions about attention, they derive matrix exponentials and connect rotations, decay and Jordan blocks to RoPE and ALiBi.
1:31ENA Near-Mishap Interviewing Sundar Pichai, Recreated With AI VideoMatthew Berman · Forward FutureMatthew Berman recounts an awkward moment with a water bottle onstage and describes using Claude and Higgsfield to turn it into a visual sequence.
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