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Sequoia Capital· 17 mars 2026PodcastThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
40:56ENSequoia Capital· 10 mars 2026PodcastFour of the Top Five Defense Primes Still Run Hardware Tests on PowerPointNominal’s cofounders argue that hardware never got the last twenty years of software infrastructure, and that physical AI will stall until test data lives in one place.
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Matthew Berman· 9 mars 2026Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:38:03ENMatthew Berman· 7 mars 2026AI Agents, Engineering Jobs and the Future of Software: Augment, NEAR and ModularMatthew Berman, Nick Wentz, Vinay Perneti, Illia Polosukhin, Chris Lattner · Forward FutureMatthew Berman and Nick Wentz discuss coding agents, personal AI and hardware infrastructure with Vinay Perneti, Illia Polosukhin and Chris Lattner.
44:46ENSequoia Capital· 10 févr. 2026PodcastA Single Training Environment Can Cost Millions. Prime Intellect Wants a GitHub for RLWill Brown and Johannes Hagemann argue that the eval suite you already use to test agents is one step away from a training set.
1:24:44ENMatthew Berman· 7 févr. 2026Forward Future Live: Portable AI Infrastructure, Software and Formal ProofMatthew Berman, Nick Wentz, Tim Davis, Joseph Floyd, Carina Hong · Forward FutureTim Davis, Joseph Floyd and Carina Hong join Matthew Berman and Nick Wentz for a February 2026 discussion.
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Jane Street· 31 janv. 2026Bryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
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Cognitive Revolution "How AI Changes Everything"· 25 janv. 2026PodcastMost Caffeine users have no idea they are on a blockchainAnime : Nathan LabenzDFINITY's Dominic Williams tells Nathan Labenz why a tamper-proof, unstoppable cloud is the right backend for AI that writes software from a chat box.
37:00ENSequoia Capital· 14 janv. 2026PodcastThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
2:05:47ENMatthew Berman· 10 janv. 2026AI Agents, Open Models and Inference: Forward Future Live with Reflection AI, Microsoft and CerebrasMatthew Berman, Nick Wentz, Ioannis Antonoglou, Sam Schillace, Andrew Feldman · Forward FutureIoannis Antonoglou, Sam Schillace and Andrew Feldman discuss reinforcement learning, software workflows and AI infrastructure with Matthew Berman and Nick Wentz.
1:55:39ENMatthew Berman· 20 déc. 2025AI Infrastructure, Gemini and Prediction Markets: Forward Future LiveMatthew Berman, Nick Wentz, Doug O’Laughlin, Koray Kavukcuoglu, Logan Kilpatrick, Abhishek Fatehpuria · Forward FutureSemiAnalysis, Google DeepMind and Robinhood guests join Matthew Berman and Nick Wentz to discuss model speed, chip supply, research, safety and financial products.
38:21ENSequoia Capital· 16 déc. 2025PodcastHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
2:06:09ENCognitive 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.
1:02:19ENSequoia 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.
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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.
40:24ENMatthew 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.
1:52:38ENMatthew 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.
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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。
2:07:36ENMatthew 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.
1:58:53ENMatthew 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.
41:32ENSequoia 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.
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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.
2:14:35ENMatthew 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.
1:16:53ENUnsupervised 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.Charger plus24 sur 174 affichés