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1:28:19EN
20VC with Harry Stebbings· 30 avr. 2026Podcast · 3 voixAI Compute, Private Equity and the Narrowing Exit: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.Venture CapitalAI cost & performanceIA en entreprise+2
Diapositives17:26EN
Matthew Berman· 29 avr. 2026Matthew Berman on Funding US Open-Weight AI in Competition With ChinaMatthew Berman · Forward FutureBerman argues that open models face a financing problem and proposes public support, hardware-backed development and specialized models.Open-weight modelsAI StrategyGeopolitics+2
2 diapositives17:56EN
Matthew Berman· 28 avr. 2026Children, AI Sycophancy and Environmental Trade-offsMatthew Berman · Forward FutureMatthew Berman discusses a parent’s objections to a child using AI, then weighs supervised learning, chatbot reliability and data-center impacts.AI SafetyHuman-AI CollaborationMental Health+2
1:20:29EN
20VC with Harry Stebbings· 27 avr. 2026Podcast · 2 voixAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvité : Adam Foroughi · Anime : Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.Company BuildingLeadershipAI Adoption+2
1:35EN
Matthew Berman· 27 avr. 2026DeepSeek V4 and the Cost of Frontier AI ModelsMatthew Berman · Forward FutureMatthew Berman argues that an open-weight Chinese model could put price pressure on US AI providers. The comparison depends on the workload, evaluation and cost assumptions.Foundation ModelsAI cost & performanceOpen-weight models+1
2:38:48EN
Cognitive Revolution "How AI Changes Everything"· 26 avr. 2026PodcastA thousand searches for five cents, and a high score that did not require cheatingAnime : Nathan LabenzOn a Cognitive Revolution morning show, Ceramic’s Anna Patterson collides cheap search with GPT-5.5’s clean Vending-Bench run, Zvi’s case for model welfare, and analog chips that cut matrix-multiply energy about thirtyfold.Entreprise et stratégieGénération augmentée par récupérationSearch & retrieval+3
48:49EN
20VC with Harry Stebbings· 25 avr. 2026Podcast · 2 voixAmjad Masad on Replit, Coding Agents and the Future of SoftwareInvité : Amjad Masad · Anime : Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.Agents de codeAI StrategyCompany Building+2
2 diapositives17:21EN
Matthew Berman· 25 avr. 2026DeepSeek V4, Model Efficiency and the US–China AI DebateMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s April 2026 V4 preview and argues that efficient open-weight models raise questions for American AI providers and policymakers.Open-weight modelsAI cost & performanceGeopolitics+2
53:30EN
Matthew Berman· 24 avr. 2026Thomas Kurian on Google Cloud’s TPUs, AI Agents and CybersecurityMatthew Berman, Thomas Kurian · Forward FutureThe Google Cloud CEO explains how Google allocates compute between its own models and competitors, designs infrastructure for agents, and approaches security and code review.Infrastructure et déploiementSemiconductorsIA en entreprise+2
Diapositives1:11EN
Matthew Berman· 24 avr. 2026Anthropic’s Coding Flywheel and the Compute ConstraintMatthew Berman · Forward FutureMatthew Berman sketches a proposed feedback loop linking coding models, enterprise revenue, data and compute, then argues that capacity could slow it.AnthropicAI cost & performanceAI Strategy+1
1:50:05EN
20VC with Harry Stebbings· 23 avr. 2026Podcast · 3 voixCursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.Venture CapitalIA en entrepriseInvesting+2
9 diapositives47:32EN
Matthew Berman· 23 avr. 2026Claude Code Subscription Changes and the AI Compute CompetitionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines a pricing-page test, third-party agent restrictions and competing claims about compute capacity and customer access.AI StrategyAgents de codeAI cost & performance+1
0:28EN
Matthew Berman· 23 avr. 2026A Brief Claude Code Pricing-Page Change Drew CriticismMatthew Berman · Forward FutureMatthew Berman reacts to a 2026 pricing-page change that appeared to remove Claude Code from Pro. The listing was later restored.PricingAgents de codeAnthropic
3:36:29EN
Cognitive Revolution "How AI Changes Everything"· 23 avr. 2026PodcastClaude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed NeutralAnime : Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.Sécurité et gouvernanceModel InterpretabilityAI research+3
39:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 23 avr. 2026Podcast · 2 voix400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIAnime : Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.Entreprise et stratégieIA en entrepriseAI Strategy+3
8 diapositives1:41:11EN
Matthew Berman· 22 avr. 2026Anthropic’s Usage Limits, Compute Constraints and Competition: A Livestream DiscussionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines Claude Code pricing tests, third-party agent rules and capacity pressures, contrasting Anthropic’s approach with OpenAI and other competitors.AnthropicAgents de codeInfrastructure et déploiement+2
6 diapositives3:01:44EN
Matthew Berman· 21 avr. 2026Children, AI Overuse and a Live Test of ChatGPT Images 2Matthew Berman, Jonah, Brian · Forward FutureMatthew Berman discusses supervision and balance, then tests image generation with maps, math, code and visual prompts.Generative mediaAI SafetyHuman-AI Collaboration
54:54EN
20VC with Harry Stebbings· 20 avr. 2026Podcast · 2 voixAaron Levie on Enterprise AI, Software Value and the Future of WorkInvité : Aaron Levie · Anime : Harry StebbingsThe Box CEO discusses how agents could reshape enterprise workflows, token budgets and software markets while humans remain involved.IA en entrepriseAI StrategyFuture of Work+2
4:23:11ZH
Zhang Xiaojun Podcast· 20 avr. 2026Podcast · 2 voix洪乐潼:让 AI 学会数学,从形式化证明到创业Invité : 洪乐潼 · Anime : 张小珺Axiom 创始人谈数学之美、用 Lean 验证证明,以及她如何从数学研究走向 AI 创业。AI for scienceAI researchProgramming Languages+2
2:12:51EN
Cognitive Revolution "How AI Changes Everything"· 19 avr. 2026PodcastSteve Newman’s fifteen-app stack exists so he only has to look at one screenAnime : Nathan LabenzThe Writely founder walks Nathan Labenz through a vibe-coded attention firewall, a conservative security stance, and why astonishing models still leave him far from AGI.Agents de codePersonal agentsWorkflow automation+3
1:03:25EN
20VC with Harry Stebbings· 18 avr. 2026Podcast · 3 voixJake Paul and Geoffrey Woo on Attention, Investing and BoxingInvité : Jake Paul, Geoffrey Woo · Anime : Harry StebbingsThe Anti Fund partners discuss their venture strategy, creator culture, public life and ambitions in sport and business.Venture CapitalCreator EconomyInvesting+2
57:28EN
No Priors: AI, Machine Learning, Tech, & Startups· 17 avr. 2026Podcast · 2 voixCopying One ServiceNow App with a Language Model Costs Ten Times as MuchAnime : Sarah Guo, Elad GilBill McDermott tells Sarah Guo why the SaaS apocalypse fails a cost test, why models still cannot close a case, and how agents are already doing most of ServiceNow’s customer-service work.Entreprise et stratégieIA en entrepriseWorkflow automation+3
4 diapositives19:47EN
Matthew Berman· 17 avr. 2026An $800 Build Bill and the Hidden Decisions in AI CodingMatthew Berman · Forward FutureMatthew Berman traces an unexpected Vercel bill to build settings and asks what happens when developers delegate more implementation and service choices to AI.Vibe CodingWorkflows de développement et testsCode review & verification+2
7 diapositives2:27:51EN
Matthew Berman· 17 avr. 2026Testing Claude Opus 4.7 and Building for an Agent-First InternetMatthew Berman · Forward FutureMatthew Berman tests Claude Design, examines early Opus 4.7 reactions and debugs an experimental agent chat live.Foundation ModelsAgents de codeAI interface design+2
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