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2:18:33ZH
Zhang Xiaojun Podcast· 27 mai 2026Podcast · 2 voix戴雨森:复盘 AI 投资判断,重新理解 Harness 与创业机会Invité : 戴雨森 · Anime : 张小珺真格基金管理合伙人与张小珺讨论模型、智能体产品、组织变化和主动修正观点。AI startups & small teamsIngénierie d’agentsAgents de code+2
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
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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
Diapositives18:39EN
Matthew Berman· 21 mai 2026Matthew Berman on Andrej Karpathy Joining Anthropic and AI PessimismMatthew Berman, Eric Schmidt · Forward FutureKarpathy’s move to Anthropic prompts a reflection on research talent, public anxiety and how the AI industry talks about the future. Berman separates his own optimism from the harder question of what motivates someone else’s career choice.AnthropicAI StrategyFuture of Work+2
30:19EN
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
1:23:54ZH
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
1:35:14EN
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
1:08:23EN
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
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
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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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No Priors: AI, Machine Learning, Tech, & Startups· 11 mai 2026Podcast · 2 voixThe first AI take-private is a $6.3 billion bet that services can grow like softwareAnime : Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.Entreprise et stratégieAcquisition StrategyCompany Building+3
1:13:48EN
20VC with Harry Stebbings· 11 mai 2026Podcast · 2 voixPatrick 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.SalesGo-to-MarketIA en entreprise+2
3:50:35ZH
Zhang Xiaojun Podcast· 11 mai 2026Podcast · 2 voix姚顺宇:从理论物理到大模型,理解训练、组织与协作Invité : 姚顺宇 · Anime : 张小珺研究科学家与张小珺讨论预训练、编程智能体、长任务,以及从 Anthropic 到 Google DeepMind 的经历。Modèles et entraînementAgents de codeAI research+2
1:57:54EN
20VC with Harry Stebbings· 9 mai 2026Podcast · 2 voixCliff 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.Company BuildingGrowth StrategyAI Strategy+2
7 diapositives1:22:52EN
Matthew Berman· 7 mai 2026Richmond Alake on Agent Memory, Context Engineering and the Cost of RecallMatthew Berman, Richmond Alake · Forward FutureIn a livestream with Matthew Berman, Oracle’s Richmond Alake explains how agents store, retrieve and consolidate information, and where memory design trades off with caching and latency.Ingénierie d’agentsIngénierie du contexteGénération augmentée par récupération+2
7 diapositives29:57EN
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.AnthropicInfrastructure et déploiementAI cost & performance+2
5 diapositives35:13EN
Theo - t3․gg· 7 mai 2026Theo on Anthropic’s SpaceX Compute Deal and Claude Usage LimitsTheo Browne, Dario Amodei · Ping LabsThe May 2026 partnership expands capacity for Claude while raising questions about AI infrastructure, training data and competition.AnthropicInfrastructure et déploiementAgents de code+2
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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.Open source et communautéOpen-source ecosystemsSoftware engineering+3
1:20:30EN
20VC with Harry Stebbings· 4 mai 2026Podcast · 2 voixTobi 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.LeadershipFuture of WorkAI Adoption+2
1:14:23EN
20VC with Harry Stebbings· 2 mai 2026Podcast · 2 voixBecca 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.SalesHiringGo-to-Market+2
2:17:49ZH
Zhang Xiaojun Podcast· 1 mai 2026Podcast · 2 voix苏煜:从逻辑智能体到语言智能体,走向专业化学习Invité : 苏煜 · Anime : 张小珺研究者与张小珺梳理智能体技术史,讨论 OpenClaw、世界模型、界面与可靠性。AI agentsIngénierie d’agentsHuman-AI Collaboration+2
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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.Infrastructure et déploiementInferencePost-training+3
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