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1:01:41ENWhat Business Payments Reveal About OpenAI and Anthropic: Ara Kharazian on Ramp's AI IndexMatthew Berman, Ara Kharazian · Forward FutureRamp's chief economist explains what company purchases can reveal about AI adoption, model spending and the competition between providers—and what the data cannot show.
38:01ENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessAnime : Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.
1:19:05ENAI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll debate AI infrastructure, software competition and IPO valuations, then discuss the personal demands of founding a company.
34:56ENOn Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.
1:42:54ENAI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamInvité : Patrick Forquer · Anime : Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
1:57:54ENCliff Weitzman on Speechify, AI Tools and Learning Through IterationInvité : Cliff Weitzman · Anime : Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.
1:26:16ENMilliseconds to Match: How Criteo Bids on a Billion Anonymous ProfilesAnime : Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.
1:36:35ENAI Spending, Software Stocks and IPO Speculation: A 20VC Earnings RoundtableInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsJason Lemkin and Rory O’Driscoll assess technology earnings, software growth and reported AI funding, then debate how leaders and workers adapt to AI.
4:18:22ENEvery 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.
1:23:53ENCreators Cheer Filler-Word Removal and Boo Generative VideoAnime : Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkInvité : Tobi Lütke · Anime : Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:14:23ENBecca Lindquist on Clay’s Sales Hiring, Compensation and AIInvité : Becca Lindquist · Anime : Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.
42:57ENInference 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.
1:42:41ENTesting AI Reasoning, App Store Lookalikes and the Debate Over AnthropicMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman tests a car-wash prompt, discusses AI subscription limits and considers reported employee monitoring for model training.
1:48:43ENThe reward jumped from 3 to 180. Every Hacker News title was a Google layoff.Anime : Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.
1:28:19ENAI 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.
1:20:29ENAdam 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.
2:38:48ENA 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.
48:49ENAmjad 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.
1:50:05ENCursor 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.
3:36:29ENClaude 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.
39:48EN400,000 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.
3:01:44ENChildren, 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.
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