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327 件
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スライド 8 枚31:22EN
Matthew Berman· 2026年5月26日Cursor 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.コーディングエージェントAI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· 2026年5月26日ポッドキャスト · 2 人Andrew Feldman on AI Chips, Data Centers and Compute Demandゲスト Andrew Feldman · ホスト Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInferenceインフラとデプロイ+2
スライド 7 枚37:30EN
Theo - t3․gg· 2026年5月24日Cursor 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.コーディングエージェントモデルと学習AI cost & performance+2
1:27:17EN
20VC with Harry Stebbings· 2026年5月21日ポッドキャスト · 3 人AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscollゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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 & performanceエンタープライズ AI+2
スライド 3 枚23:36EN
Theo - t3․gg· 2026年5月20日Gemini 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.コーディングエージェントGeminiAI cost & performance+2
スライド 4 枚39:05EN
Theo - t3․gg· 2026年5月19日Why 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.コーディングエージェントAI cost & performancePricing Strategy+2
1:23:54ZH
Zhang Xiaojun Podcast· 2026年5月18日ポッドキャスト · 2 人Freda Duan:重新计算 AI 投资,也重新理解人的连接ゲスト Freda Duan · ホスト 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
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 2026年5月15日ポッドキャストSix Months, Eighty Percent Churn, Five Times the Tokensホスト 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.エージェントエージェント工学コンテキストエンジニアリング+3
スライド1:01:41EN
Matthew Berman· 2026年5月15日What 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.エンタープライズ AIAI AdoptionAnthropic+2
スライド 5 枚15:48EN
Jane Street· 2026年5月15日Inside 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.インフラとデプロイAI cost & performance
1:19:05EN
20VC with Harry Stebbings· 2026年5月14日ポッドキャスト · 3 人AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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 & performanceエンタープライズ AI+2
スライド 4 枚45:51EN
Theo - t3․gg· 2026年5月14日Claude 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.コーディングエージェントAI cost & performanceエージェント工学+2
1:36:35EN
20VC with Harry Stebbings· 2026年5月7日ポッドキャスト · 3 人AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト 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.Venture CapitalAI cost & performanceエンタープライズ AI+2
スライド 7 枚29:57EN
Matthew Berman· 2026年5月7日Anthropic’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.AnthropicインフラとデプロイAI cost & performance+2
スライド 5 枚35:13EN
Theo - t3․gg· 2026年5月7日Theo 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.Anthropicインフラとデプロイコーディングエージェント+2
スライド 7 枚1:22:03EN
Matthew Berman· 2026年5月6日Anthropic’s SpaceX Compute Deal, Claude Limits and Agent ToolsMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman examines the Colossus deal, competing infrastructure strategies and new Claude agent features.AI platform engineeringインフラとデプロイAgent orchestration+2
スライド 4 枚41:11EN
Theo - t3․gg· 2026年5月5日Theo and ThePrimeagen on AI Subscriptions, Compute and Model EconomicsTheo Browne, ThePrimeagen, Dario Amodei · Ping LabsA discussion of usage limits, training costs and why the price of a token differs from the cost of useful work.AI cost & performanceコーディングエージェントインフラとデプロイ+2
スライド 7 枚36:45EN
Theo - t3․gg· 2026年5月4日Theo on the Microsoft–OpenAI Agreement and Amazon’s Cloud OpportunityTheo Browne · Ping LabsThe 2026 amendment changes exclusivity and revenue sharing while keeping Microsoft and OpenAI in a continuing partnership.OpenAIインフラとデプロイエンタープライズ AI+2
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026年5月1日ポッドキャスト · 2 人Inference Is the Last Market: Baseten’s 30x Yearホスト 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.インフラとデプロイInferencePost-training+3
スライド 3 枚34:39EN
Theo - t3․gg· 2026年5月1日Claude Code’s Billing False Positive and Anthropic’s Developer Trust ProblemTheo Browne · T3Theo Browne examines a subscription billing false positive, explains prompt caching, and shares T3 Chat’s API costs.コーディングエージェントAnthropicAI cost & performance+2
1:28:19EN
20VC with Harry Stebbings· 2026年4月30日ポッドキャスト · 3 人AI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtableゲスト Jason Lemkin, Rory O’Driscoll · ホスト Harry StebbingsJason Lemkin and Rory O’Driscoll debate reported AI financing, software’s future and what private-equity losses could mean for venture investors.Venture CapitalAI cost & performanceエンタープライズ AI+2
1:35EN
Matthew Berman· 2026年4月27日DeepSeek V4 and the Cost of Frontier AI ModelsMatthew Berman · Forward FutureMatthew Berman argues that an open-weight Chinese model could put price pressure on US AI providers. The comparison depends on the workload, evaluation and cost assumptions.Foundation ModelsAI cost & performanceOpen-weight models+1
2:38:48EN
Cognitive Revolution "How AI Changes Everything"· 2026年4月26日ポッドキャストA thousand searches for five cents, and a high score that did not require cheatingホスト 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.企業と戦略検索拡張生成(RAG)Search & retrieval+3
スライド 2 枚17:21EN
Matthew Berman· 2026年4月25日DeepSeek V4, Model Efficiency and the US–China AI DebateMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s April 2026 V4 preview and argues that efficient open-weight models raise questions for American AI providers and policymakers.Open-weight modelsAI cost & performanceGeopolitics+2
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