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3 diapositives23:21EN
Theo - t3․gg· 9 juin 2026Why the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.SemiconductorsInfrastructure et déploiementAI cost & performance+1
5 diapositives1:48:47EN
Matthew Berman· 9 juin 2026Claude Fable 5 Launch: Live Coding Tests, Costs and SafeguardsMatthew Berman · Forward FutureMatthew Berman reviews a week of early use, troubleshoots the launch-day rollout, and tests browser apps and open mathematical problems live.Agents de codeBenchmarksAI cost & performance+2
5 diapositives28:16EN
Matthew Berman· 9 juin 2026Claude Fable 5 and Mythos 5: Matthew Berman Reviews Long-Running Coding WorkMatthew Berman · Forward FutureAn early Fable 5 user examines Anthropic’s benchmarks, safety controls, pricing and coding workflows, then demonstrates a Rubik’s Cube and a fluid simulation.AnthropicAgents de codeAI cost & performance+2
1:14:30EN
20VC with Harry Stebbings· 8 juin 2026Podcast · 2 voixRoman Chernin on AI Compute Demand, Inference and InfrastructureInvité : Roman Chernin · Anime : Harry StebbingsNebius’s co-founder discusses customer demand, GPU economics, managed inference and the risks of a concentrated market.Infrastructure et déploiementInferenceAI cost & performance+2
57:42EN
20VC with Harry Stebbings· 6 juin 2026Podcast · 2 voixJacob Lauritzen on AI Engineering, Legal Work and Building LegoraInvité : Jacob Lauritzen · Anime : Harry StebbingsLegora’s CTO discusses code review, token budgets, enterprise adoption and how legal workflows might change.Software engineeringIA en entrepriseAgents de code+2
1:39:00EN
20VC with Harry Stebbings· 4 juin 2026Podcast · 3 voix20VC on AI Financing, Token Budgets and the Cost of Startup IntensityInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported listings, software valuations, AI spending and demanding work cultures.Venture CapitalAI cost & performanceFuture of Work+2
6 diapositives20:12EN
Matthew Berman· 2 juin 2026AI, Jobs and the Gap Between Automation Hype and Business ValueMatthew Berman · Forward FutureMatthew Berman argues that adoption is slower and more complicated than feared, while discussing layoffs, AI costs and the work humans still do.Future of WorkAI AdoptionAI cost & performance+1
1:14:12EN
20VC with Harry Stebbings· 1 juin 2026Podcast · 2 voixBrendan Foody on Mercor, AI Data and the Future of WorkInvité : Brendan Foody · Anime : Harry StebbingsThe Mercor CEO discusses a security incident, data-provider economics, enterprise agents and the uncertain effects of AI on employment.AI AdoptionFuture of WorkAI cost & performance+2
5 diapositives28:02EN
Theo - t3․gg· 29 mai 2026Theo Tests Claude Opus 4.8 and Claude Code WorkflowsTheoA hands-on look at model behavior, early benchmarks, usage estimates and parallel agent workflows.Agents de codeBenchmarksAgent orchestration+2
5 diapositives27:55EN
Theo - t3․gg· 28 mai 2026Theo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.AI StrategyAI cost & performanceIA en entreprise+2
1:27:44EN
20VC with Harry Stebbings· 28 mai 2026Podcast · 3 voixAI Spending, Layoffs and IPO Speculation: Jason Lemkin and Rory O’Driscoll on the Economics of AgentsInvité : Jason Lemkin, Rory O’Driscoll · Anime : Harry StebbingsA 20VC roundtable examines how businesses weigh AI tokens against human work, and how investors assess infrastructure startups amid uncertain valuations and reported IPO plans.AI cost & performanceVenture CapitalIA en entreprise+2
6 diapositives2:34:17EN
Matthew Berman· 28 mai 2026Matthew Berman Tests Claude Opus 4.8 and Dynamic Workflows LiveMatthew Berman · Forward FutureA launch-day walkthrough compares Anthropic’s reported benchmarks with informal coding experiments and a multi-agent website redesign.Agents de codeAI cost & performanceÉvaluations+2
5 diapositives17:03EN
Matthew Berman· 27 mai 2026DeepSWE: Testing Coding Agents on Longer Software TasksMatthew Berman · Forward FutureMatthew Berman reviews Datacurve’s benchmark, its verifier audit and the tradeoffs of comparing models under a shared harness.BenchmarksAgents de codeÉvaluations+2
45:33EN
Sequoia Capital· 26 mai 2026PodcastCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.Infrastructure et déploiementDistributed training & inferenceReinforcement Learning+3
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
1:27:17EN
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
3 diapositives23:36EN
Theo - t3․gg· 20 mai 2026Gemini 3.5 Flash, Antigravity CLI, and Railway’s Cloud OutageTheo Browne · T3Theo questions a model launch, a developer-tool transition, and a cloud outage while examining the costs and dependencies behind each.Agents de codeGeminiAI cost & performance+2
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
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
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
5 diapositives15:48EN
Jane Street· 15 mai 2026Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.Infrastructure et déploiementAI cost & performance
1:19:05EN
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
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