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46:53ENDario Amodei’s AI Pacing Proposal and the Debate over Concentrated PowerMatthew Berman · Forward FutureMatthew Berman reviews a frontier-AI safety plan, weighs international coordination and warns that regulation could reinforce incumbent control.
54:57ENOpen-Weight AI: Competition, Safety and the Debate over AnthropicMatthew Berman · Forward FutureMatthew Berman argues for broad access to AI models, weighs the economics and security arguments, and responds to Dario Amodei’s position on open weights.
27:13ENKimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.
1:03ENReported Chinese AI Export Discussions and a Strategic DebateMatthew Berman · Forward FutureMatthew Berman considers reported restrictions on overseas access to Chinese AI models and questions whether limiting their distribution would serve China’s interests.
1:27:05EN20VC on AI Regulation, Compute Economics and Enterprise AdoptionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported AI policy proposals, infrastructure spending, software deployment and startup liquidity.
1:18:07EN20VC Roundtable: AI Spending, Model Competition and Software AcquisitionsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate enterprise AI returns, prediction markets, SaaS roll-ups and the cost of raising capital.
0:42ENMatthew Berman's Concern About Access to Frontier AIMatthew Berman · Forward FutureIn a short commentary, Berman argues that restricted model access could disadvantage startups and slow US innovation.
1:02ENAnthropic Accuses Alibaba-Linked Operators of Distilling ClaudeMatthew Berman · Forward FutureMatthew Berman discusses a 2026 allegation, restrictions on advanced models and his prediction about identity checks.
1:28:02EN20VC Roundtable: Open Models, AI Spending and the Cost of CompetitionInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI talent, model economics, consulting and whether labs should build their own chips.
2:14:33ENA 90-Minute Ultimatum, an Emoji Wall, and a Rule: Don't Fight WashingtonPresenta: Nathan LabenzZvi Mowshowitz reads Fable's system card, then Nathan Labenz stress-tests the export-control fight against lawyers, safety researchers, and builders who did not pause.
2:38:44ENTwenty-one months from an autonomous researcher, the Action Plan's author joins OpenAIPresenta: Nathan LabenzDean Ball is building Strategic Futures as OpenAI's public timeline counts down to an AI research intern in three months and a full autonomous researcher in March 2028.
1:28:10EN20VC Roundtable: AI Policy, Software Valuations and RoboticsInvitado: Rory O’Driscoll, Everett Randle · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Everett Randle debate reported AI restrictions, enterprise software competition and the practical challenges of robotics.
1:56ENWhy Anthropic Temporarily Suspended Fable 5 and Mythos 5Matthew Berman · Forward FutureMatthew Berman questions the response to a reported safeguard bypass and compares the cyber risks of competing models.
21:56ENMatthew Berman on Pope Leo XIV’s AI Encyclical and Anthropic’s RoleMatthew Berman, Chris Olah · Forward FutureA close reading of Magnifica humanitas raises questions about human dignity, AI companionship, concentrated power and who should govern AI.
1:25:26ENAnthropic, Block and Cursor: A 20VC Roundtable on AI and SoftwareInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate government oversight of AI, software valuations, layoffs and coding tools. Their financial figures and predictions are estimates or reported claims, not independently verified results.
13:28ENAnthropic’s Distillation Allegations and the Debate Over AI Training DataMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s allegations against three Chinese AI labs, the criticism of its own training practices, and the geopolitical claims surrounding the dispute.
1:16ENAnthropic’s Distillation Allegations Draw CriticismMatthew Berman · Forward FutureMatthew Berman examines reactions to Anthropic’s claims about model distillation and debates over training data.
1:39:17ENAI Already Beats the Median Lawyer. Top Firms Bought the Tools and Left Them UnusedPresenta: Nathan LabenzKevin Frazier and Alan Rozenshtein walk through how frontier models are changing legal practice, why billable hours stall adoption, and which new rights and government limits they want next.
15:10ENOpenAI’s Drug-Discovery Value Sharing: What Was Proposed and What Remains UnclearMatthew Berman · Forward FutureMatthew Berman examines Sarah Friar’s remarks on licensing, compares research partnerships and considers a speculative future of concentrated AI resources.
2:15ENElon Musk’s OpenAI Lawsuit: Founding Disputes, Discovery and the 2023 Board CrisisMatthew Berman · Forward FutureMatthew Berman discusses documents in the dispute over OpenAI’s structure, including Greg Brockman’s journal and questions about board governance.
1:43:19ENA $100 Million Super PAC Named Him Public Enemy Number One. Donations Went Up.Presenta: Nathan LabenzIn the second half of Cognitive Revolution’s year-end live show, Assemblymember Alex Bores, former White House adviser Dean Ball, and forecaster Peter Wildeford argue over state AI laws, chip sales to China, and what 2026 will actually feel like.
12:30ENAI News in December 2025: Gemini 3 Flash, Nemotron 3 and SAM AudioMatthew Berman · Forward FutureMatthew Berman reviews model releases, image generation, multi-model routing, data-center policy and reported AI investment talks.
1:09:48ENChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Presenta: Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.
1:13:24ENRed Teams Still Land 25% of Attacks. Insurance Is the Brake.Presenta: Nathan LabenzAI Underwriting Company co-founders Rune Kvist and Rajiv Dattani tell Nathan Labenz how standards, audits, and insurance could unlock enterprise agents without waiting for a nuclear-style freeze.
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