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23:21ENWhy the AI Compute Crunch Makes Early GPU Purchases ValuableTheoTheo traces the constraints behind AI computing, from chip fabrication and memory to storage and electricity.
1:48:47ENClaude 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.
28:16ENClaude 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.
1:14:30ENRoman 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.
57:42ENJacob 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.
1:39:00EN20VC 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.
20:12ENAI, 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.
1:14:12ENBrendan 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.
28:02ENTheo Tests Claude Opus 4.8 and Claude Code WorkflowsTheoA hands-on look at model behavior, early benchmarks, usage estimates and parallel agent workflows.
27:55ENTheo 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.
1:27:44ENAI 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.
2:34:17ENMatthew 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.
17:03ENDeepSWE: 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.
45:33ENCursor 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.
31:22ENCursor 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.
1:07:45ENAndrew 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.
37:30ENCursor 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.
1:27:17ENAI 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.
23:36ENGemini 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.
39:05ENWhy 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.
1:34:54ENSix 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.
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.
15:48ENInside 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.
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.
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