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Matthew Berman· 7 mai 2026Anthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.
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Lex Fridman· 6 mai 2026Podcast · 2 voixEvery Cycle Matters: The Volunteers Who Decode Almost All Internet VideoInvité : FFmpeg · Anime : Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.
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No Priors: AI, Machine Learning, Tech, & Startups· 1 mai 2026Podcast · 2 voixInference Is the Last Market: Baseten’s 30x YearAnime : Sarah Guo, Elad GilCEO Tuhin Srivastava on a billion-dollar inference cloud, why the app layer survives, and a GPU crunch worse than the narrative.
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20VC with Harry Stebbings· 14 avr. 2026Podcast · 2 voixAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvité : Anjney Midha · Anime : Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
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Jane Street· 10 avr. 2026Mark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.
44:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 9 avr. 2026Podcast · 2 voixA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyAnime : Sarah Guo, Elad GilCircle's CEO tells No Priors why stablecoins and a purpose-built chain, not the legacy banking stack, are the money layer for software that buys and sells on its own.
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Cognitive Revolution "How AI Changes Everything"· 25 mars 2026PodcastCisco wants two extra network layers so agents can share intentAnime : Nathan LabenzVijoy Pandey of Outshift by Cisco argues that superintelligence has to scale out through networks of agents, not just up through bigger models.
2:25:58ENLex Fridman· 23 mars 2026Podcast · 2 voixAGI Is Already Here. Building NVIDIA Is Not.Invité : Jensen Huang · Anime : Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
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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.
1:29:32ENMatthew 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.
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.
1:22:49ENJane 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.
1:23ENMatthew Berman· 28 janv. 2026An xAI Engineer's Podcast Remarks and DepartureMatthew Berman · Forward FutureMatthew Berman reviews a former engineer's comments about data centers, AI agents and workplace incentives, while asserting a link to his departure.
2:12:31ENCognitive 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.
14:34ENMatthew Berman· 8 janv. 2026LTX-2, NVIDIA Rubin and ChatGPT Health: January 2026 AI NewsMatthew Berman, Jensen Huang · Forward FutureMatthew Berman reviews open video-model tools, NVIDIA’s CES announcements, a health feature, GPU price rumors and reported Anthropic fundraising.
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.
9:41ENMatthew 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.
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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.
22:48ENMatthew 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.Charger plus24 sur 193 affichés