필터 결과
521개정렬
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade Ago진행자 Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:45:00ENAmerica Holds 45% of the World's Data Centers. Everyone Else Must Build, Buy, or Ally진행자 Nathan LabenzAnjney Midha of a16z maps what “sovereign AI” actually means for companies and for countries that will never own the talent, data, and compute frontier.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold To진행자 Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:35:35ENForward Future Live: Hiten Shah and Nico Christie on AI Strategy, Work and AgentsMatthew Berman, Hiten Shah, Nico Christie · Forward FutureA 2025 livestream covers Meta’s AI strategy, the future of work, a spreadsheet agent, and a week of model and infrastructure news.
1:28:12ENApple, Google and the Race to Fund AI Growth게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate venture-fund scale, AI infrastructure and how large technology companies can respond to new competition.
36:48ENThe Weekend DeepSeek Dropped, the White House Called진행자 Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture Competition게스트 Martin Casado · 진행자 Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
1:26:43ENAnthropic Dependency, Figma’s IPO and the Changing Seed Market게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss AI platform risk, public listings and competition for early-stage deals.
1:56:16ENSB 813 Would Hand AI Safety Checks to Licensed Private Firms — If Government Can Watch the Watchers진행자 Nathan LabenzGillian Hadfield and Andrew Freedman want California to set AI safety outcomes, license competing certifiers, and give companies a rebuttable presumption in court if they pass.
1:22:54ENWindsurf, Google and Cognition: A Deal Breakdown and the AI Coding Market게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin discuss a complex set of transactions, AI coding tools, retention and model competition.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
15:23ENGrok 4’s Early Reception: Impressive Demos, Safety Questions and Mixed User FeedbackMatthew Berman · Forward FutureMatthew Berman surveys early reactions to xAI’s 2025 model release, from physics simulations and benchmark results to concerns about bias, safety and speed.
1:12:57ENMeta’s AI Talent Drive, Microsoft Layoffs and the Economics of Startup Growth게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine talent competition, stock compensation, acquisitions and the changing market for venture-backed companies.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutions진행자 Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
0:26ENxAI’s Memphis Expansion and an Overseas Power Plant, According to Dylan PatelMatthew Berman, Dylan Patel · Forward FutureMatthew Berman highlights Elon Musk’s response to Dylan Patel’s description of xAI’s computing and power plans in July 2025.
1:15:40ENFigma’s IPO Filing, Melio’s Sale and the Pressure on Software Investors게스트 Rory O’Driscoll, Jason Lemkin · 진행자 Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin examine software valuations, venture returns and the AI market’s changing economics.
1:04ENWhy AI Companies Might Offer Researchers Enormous Pay PackagesMatthew Berman · Forward FutureMatthew Berman and a guest discuss the economics of competing for AI talent, comparing reported compensation offers with a hypothetical acquisition.
59:27ENAaron Levie on AI Agents, Jobs and the Future of Enterprise SoftwareMatthew Berman, Aaron Levie · Forward FutureBox’s CEO explains his AI-first strategy, why he expects demand to grow and how humans may direct and review agents.
10:20ENMeta’s Superintelligence Labs and the Fight for AI ResearchersMatthew Berman, Sam Altman · Forward FutureMatthew Berman traces Meta’s 2025 investment in Scale AI, its recruitment from rival labs, and OpenAI’s response. The video’s claims about customer data and signing bonuses need important qualifications.
1:02:17ENDylan Patel on AI Labs, Chip Competition and the Race for SuperintelligenceMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses Meta’s AI talent drive, OpenAI’s Microsoft relationship, Apple’s strategy, accelerator economics and the future of work.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market Liquidity게스트 Philipp Freise · 진행자 Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
20:44ENAI News: DeepSeek Reports, OpenAI Disputes and Google’s New ToolsMatthew Berman · Forward FutureMatthew Berman reviews June 2025 reporting on model development, talent moves, trademark and copyright disputes, and new AI products and research.
1:16:16ENNavan, Canva and the AI Investment Boom게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to debate AI talent, legal software, public listings and enterprise platforms.
1:39ENReddit v. Anthropic: Scraping Allegations and the Lawsuit’s ProgressMatthew Berman · Forward FutureMatthew Berman reads from Reddit’s complaint about alleged unauthorized data use; the claims remain disputed as the case proceeds.
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