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2:06:09EN
Cognitive Revolution "How AI Changes Everything"· 14 déc. 2025PodcastOne ChatGPT query is a second in the microwaveAnime : Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.Infrastructure et déploiementAI cost & performanceScience Communication+1
1:02:19EN
Sequoia Capital· 10 déc. 2025PodcastA Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.Infrastructure et déploiementGenerative mediaVision et vidéo+3
5 diapositives9:41EN
Matthew Berman· 9 déc. 2025AI News in December 2025: Devstral 2, Agent Standards and Data-Center PowerMatthew Berman · Forward FutureMatthew Berman discusses model-release predictions, open agent infrastructure and ideas for powering terrestrial and space-based computing.Agents de codeMCPOpen-weight models+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· 5 déc. 2025PodcastChina's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.Anime : 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.Entreprise et stratégieGeopoliticsAI Strategy+3
40:24EN
Matthew Berman· 28 nov. 2025Microsoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.IA en entrepriseInfrastructure et déploiementAI security+2
5 diapositives22:48EN
Matthew Berman· 25 nov. 2025Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation ModelsInfrastructure et déploiement+2
1:52:38EN
Matthew Berman· 22 nov. 2025Open Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.Open-weight modelsAI SafetyInfrastructure et déploiement+2
2 diapositives10:36EN
Matthew Berman· 21 nov. 2025Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.AI StrategyInfrastructure et déploiement
1:48:46ZH
Zhang Xiaojun Podcast· 18 nov. 2025Podcast · 2 voix刘先明:拆掉语言,让物理 AI 回到数据与动作Invité : 刘先明 · Anime : 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。Autonomous DrivingAI StrategyRobotics+2
4 diapositives2:07:36EN
Matthew Berman· 8 nov. 2025AI Agents, Video Creation and Chipmaking: Forward Future LiveMatthew Berman, Nick Wentz, Alex Mashrabov, Ben Goodger, João Moura, Jeff Koch · Forward FutureA November 2025 livestream brings together leaders from Higgsfield, OpenAI and CrewAI, plus a semiconductor analyst, to discuss AI products and infrastructure.AgentsGenerative mediaInfrastructure et déploiement+2
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
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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
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