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8 diapositives31:22EN
Matthew Berman· 26 mai 2026Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.Agents de codeAI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· 26 mai 2026Podcast · 2 voixAndrew Feldman on AI Chips, Data Centers and Compute DemandInvité : Andrew Feldman · Anime : Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInferenceInfrastructure et déploiement+2
7 diapositives37:30EN
Theo - t3․gg· 24 mai 2026Cursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.Agents de codeModèles et entraînementAI cost & performance+2
2:13:11EN
Cognitive Revolution "How AI Changes Everything"· 24 mai 2026PodcastThe Models Understand Shutdown. They Just Don't Care.Anime : Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.SécuritéSécurité et gouvernanceAI security+3
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20VC with Harry Stebbings· 23 mai 2026Podcast · 3 voix20VC on Enterprise Sales Hiring, Compensation and AIInvité : Chad Peets, Chris Degnan · Anime : Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.SalesHiringGo-to-Market+2
59:41EN
Unsupervised Learning: With Jacob Effron· 22 mai 2026PodcastThe GPT moment for video hasn’t arrived, but AGI may already be hereAnime : Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.Modèles et entraînementWorld modelsReinforcement Learning+3
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20VC with Harry Stebbings· 21 mai 2026Podcast · 3 voixAI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’DriscollInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performanceIA en entreprise+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 21 mai 2026Podcast · 2 voixCerebras Waited Ten Years for a Market That Finally Needed SpeedAnime : Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.Infrastructure et déploiementCompany BuildingLeadership+3
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Cognitive Revolution "How AI Changes Everything"· 20 mai 2026PodcastThe Model Eats the Scaffolding: How Google Plans to Ship Agents EverywhereAnime : Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.Entreprise et stratégieIngénierie d’agentsDistillation+3
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Matthew Berman· 20 mai 2026Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
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Sequoia Capital· 19 mai 2026PodcastServal's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.Entreprise et stratégieIA en entrepriseWorkflow automation+3
4 diapositives39:05EN
Theo - t3․gg· 19 mai 2026Why GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.Agents de codeAI cost & performancePricing Strategy+2
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Zhang Xiaojun Podcast· 18 mai 2026Podcast · 2 voixFreda Duan:重新计算 AI 投资,也重新理解人的连接Invité : Freda Duan · Anime : 张小珺Altimeter Capital 合伙人与张小珺讨论 token 成本、模型竞争、组织变革和快速变化中的焦虑。AI cost & performanceInvestingAI startups & small teams+2
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20VC with Harry Stebbings· 18 mai 2026Podcast · 2 voixJosh Browder on Early Investing, DoNotPay and Founder DecisionsInvité : Josh Browder · Anime : Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
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20VC with Harry Stebbings· 16 mai 2026Podcast · 2 voixShiv Rao on Building Abridge, Clinical Workflows and AIInvité : Shiv Rao · Anime : Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 15 mai 2026PodcastSix Months, Eighty Percent Churn, Five Times the TokensAnime : Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.AgentsIngénierie d’agentsIngénierie du contexte+3
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Unsupervised Learning: With Jacob Effron· 15 mai 2026PodcastYann LeCun Left Meta Because LLMs Will Not Get You to IntelligenceAnime : Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.Modèles et entraînementWorld modelsAI research+3
6 diapositives41:05EN
Matthew Berman· 15 mai 2026Anthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.GeopoliticsAI RegulationSemiconductors+2
Diapositives1:01:41EN
Matthew Berman· 15 mai 2026What 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.IA en entrepriseAI AdoptionAnthropic+2
4 diapositives33:58EN
Theo - t3․gg· 15 mai 2026AI, Vulnerability Disclosure, and Software Supply-Chain RiskTheo Browne · T3Theo examines how faster vulnerability research could affect disclosure, patch distribution, and recovery planning.CybersecurityAI securitySécurité+2
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No Priors: AI, Machine Learning, Tech, & Startups· 14 mai 2026Podcast · 2 voixThe 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.Entreprise et stratégieAI StrategyInfrastructure et déploiement+3
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20VC with Harry Stebbings· 14 mai 2026Podcast · 3 voixAI 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.Venture CapitalAI cost & performanceIA en entreprise+2
4 diapositives45:51EN
Theo - t3․gg· 14 mai 2026Claude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.Agents de codeAI cost & performanceIngénierie d’agents+2
3 diapositives41:45EN
Matthew Berman· 13 mai 2026AI Cyberattacks and Defenses: What Recent Security Incidents ShowMatthew Berman · Forward FutureMatthew Berman examines supply-chain attacks, AI-assisted vulnerability research and the economics of defending software as models improve.Sécurité et gouvernanceAI StrategyModèles et entraînement+1
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