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6 diapositives17:03EN
Matthew Berman· 7 nov. 2025AI News: Google’s Space Data Center Study, AI Deals and New Media ModelsMatthew Berman · Forward FutureMatthew Berman reviews a proposed space-based computing system, reported AI infrastructure deals, new image and video models, and a dispute over shopping agents.Infrastructure et déploiementAI cost & performanceGenerative media+2
3 diapositives1:58:53EN
Matthew Berman· 1 nov. 2025Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.Infrastructure et déploiementPersonal agentsIA vocale+2
2 diapositives1:02EN
Matthew Berman· 31 oct. 2025Inside a Cerebras Data Center in Oklahoma CityMatthew Berman · Forward FutureMatthew Berman tours the facility and explains its wafer-scale chips, racks and cooling system.InferenceInfrastructure et déploiementAI cost & performance
41:32EN
Sequoia Capital· 28 oct. 2025PodcastMoore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.Infrastructure et déploiementDistributed training & inferenceInference+2
1:13:29EN
20VC with Harry Stebbings· 27 oct. 2025Podcast · 2 voixDavid Cahn on AI Infrastructure, Startup Growth and Defense InvestingInvité : David Cahn · Anime : Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI StrategyInfrastructure et déploiement+2
5 diapositives2:14:35EN
Matthew Berman· 25 oct. 2025Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.AI researchAI StrategyInfrastructure et déploiement+2
1:16:53EN
Unsupervised Learning: With Jacob Effron· 24 oct. 2025PodcastKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishAnime : Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.Entreprise et stratégieAI StrategyCompany Building+3
3 diapositives14:07EN
Matthew Berman· 23 oct. 2025Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.SemiconductorsInfrastructure et déploiementInference+2
5 diapositives16:12EN
Matthew Berman· 18 oct. 2025AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.Agent skillsAI researchInfrastructure et déploiement+2
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 15 oct. 2025Podcast · 2 voixPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantAnime : Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.Infrastructure et déploiementCompany BuildingAI cost & performance+3
44:09EN
Matthew Berman· 8 oct. 2025Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agentsInfrastructure et déploiementGenerative media+2
1:20:12EN
20VC with Harry Stebbings· 6 oct. 2025Podcast · 2 voixCerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure RiskInvité : Andrew Feldman · Anime : Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.SemiconductorsInfrastructure et déploiementInference+2
4:34:10EN
Lex Fridman· 30 sept. 2025Podcast · 2 voixPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Invité : Pavel Durov · Anime : Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.Entreprise et stratégieCompany BuildingProduct Strategy+3
1:31:19EN
20VC with Harry Stebbings· 29 sept. 2025Podcast · 2 voixGroq Founder Jonathan Ross on AI Compute, Chip Competition and EnergyInvité : Jonathan Ross · Anime : Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
2 diapositives0:58EN
Matthew Berman· 26 sept. 2025Microsoft’s Nebius GPU Infrastructure AgreementMatthew Berman · Forward FutureIn a sponsored video, Matthew Berman discusses a 2025 infrastructure agreement and Nebius’s AI services.Infrastructure et déploiementAI cost & performanceModèles et entraînement
1:32:47EN
Cognitive Revolution "How AI Changes Everything"· 13 sept. 2025PodcastA transformer co-author wants a $160 million model no company ownsAnime : Nathan LabenzIllia Polosukhin tells Nathan Labenz how NEAR turned a payments headache into a stack for private inference, shared-revenue training, and AI agents that still answer to a court.Infrastructure et déploiementInferenceAI security+3
59:06EN
Unsupervised Learning: With Jacob Effron· 10 sept. 2025PodcastInference Costs Fell 100x. Tri Dao Says There's Another 10x — and NVIDIA's 90% Won't HoldAnime : Jacob EffronThe FlashAttention author and Together AI chief scientist on why hardware portability is a myth, how Claude Code made him 1.5x faster, and why workloads will split the chip market.Infrastructure et déploiementInferenceAI cost & performance+3
40:54EN
No Priors: AI, Machine Learning, Tech, & Startups· 28 août 2025Podcast · 2 voixSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeAnime : Sarah Guo, Elad GilJacob Helberg, the under secretary of state designate for economic growth, energy, and the environment, argues that nuclear power and AI productivity—not cheap labor—are how America reshore its supply chain.Entreprise et stratégieAI StrategyInfrastructure et déploiement+2
1:34:58EN
20VC with Harry Stebbings· 21 août 2025Podcast · 3 voixDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.Venture CapitalInvestingFintech+2
2 diapositives1:55:50EN
Matthew Berman· 15 août 2025Forward Future Live: GPT-5, AI Infrastructure, Evaluations and Coding AgentsMatthew Berman, Hiten Shah, Jordan Nanos, Tejal Patwardhan, Guy Gur-Ari · Forward FutureMatthew Berman and Hiten Shah speak with Jordan Nanos, Tejal Patwardhan and Guy Gur-Ari about the economics and measurement of AI in August 2025.ÉvaluationsInfrastructure et déploiementAgents de code+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· 14 août 2025Podcast · 2 voixThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonAnime : Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.Infrastructure et déploiementInferenceAI cost & performance+3
3:17:35EN
Cognitive Revolution "How AI Changes Everything"· 13 août 2025PodcastTen Thousand Comments and 76 Spare Gigawatts: Four Months Writing America's AI Action PlanAnime : Nathan LabenzDean W. Ball spent four months as the White House's senior AI adviser, then left as the Action Plan landed — and explains how a to-do list got written inside a building that cannot run ChatGPT.Entreprise et stratégieAI StrategySécurité et gouvernance+3
1:45:00EN
Cognitive Revolution "How AI Changes Everything"· 6 août 2025PodcastAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or AllyAnime : Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.Entreprise et stratégieAI StrategyGeopolitics+3
1:01:00EN
Sequoia Capital· 5 août 2025Podcastv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.Infrastructure et déploiementAgents de codeProduct Strategy+3
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