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2:06:09EN
Cognitive Revolution "How AI Changes Everything"· 2025년 12월 14일팟캐스트One ChatGPT query is a second in the microwave진행자 Nathan LabenzAndy Masley walks Nathan Labenz through the energy and water math of AI, from a single prompt to an 80-gigawatt buildout.인프라와 배포AI cost & performanceScience Communication+1
1:02:19EN
Sequoia Capital· 2025년 12월 10일팟캐스트A Top Video Model's Half-Life Is 30 Days. fal Runs 600 AnywayThe fal founders tell Sequoia why generative video is a compute-bound problem that language-model shops keep underestimating, and why they will not let any customer marry a single model.인프라와 배포Generative media비전과 영상+3
슬라이드 5장9:41EN
Matthew Berman· 2025년 12월 9일AI News in December 2025: Devstral 2, Agent Standards and Data-Center PowerMatthew Berman · Forward FutureMatthew Berman discusses model-release predictions, open agent infrastructure and ideas for powering terrestrial and space-based computing.코딩 에이전트MCPOpen-weight models+2
1:09:48EN
Unsupervised Learning: With Jacob Effron· 2025년 12월 5일팟캐스트China's AI Labs Went From 15 to Six. The Compute Gap Is 15-to-1.진행자 Jacob EffronJordan Schneider tells Unsupervised Learning that Chinese models were a private-capital story, that Beijing still thinks in hardware, and that the West's real edge is chips it can serve — not a state master plan.기업과 전략GeopoliticsAI Strategy+3
40:24EN
Matthew Berman· 2025년 11월 28일Microsoft’s Jay Parikh on AI Infrastructure, Model Choice and Agent SecurityMatthew Berman, Jay Parikh · Forward FutureThe CoreAI leader discusses power constraints, developer workflows, enterprise models and why he measures outcomes rather than generated lines of code.엔터프라이즈 AI인프라와 배포AI security+2
슬라이드 5장22:48EN
Matthew Berman· 2025년 11월 25일Matthew Berman on Gemini 3 and the AI Competitive LandscapeMatthew Berman · Forward FutureA November 2025 strategy scorecard weighs models, infrastructure, chips, distribution and data across major AI companies.AI StrategyFoundation Models인프라와 배포+2
1:52:38EN
Matthew Berman· 2025년 11월 22일Open Models, AI Infrastructure, and Search: Four PerspectivesMatthew Berman, Nick Wentz, Himanshu Tyagi, Misha Laskin, Bryan Catanzaro, Robby Stein · Forward FutureForward Future speaks with leaders from Sentient, Reflection AI, NVIDIA, and Google about openness, scaling, safety, and AI-powered search.Open-weight modelsAI Safety인프라와 배포+2
슬라이드 2장10:36EN
Matthew Berman· 2025년 11월 21일Forward Future Live: An Opera Visit and NVIDIA EarningsMatthew Berman, Nick Wentz · Forward FutureMatthew Berman and Nick Wentz open their November 21, 2025 show with an opera story and a brief look at NVIDIA.AI Strategy인프라와 배포
1:48:46ZH
Zhang Xiaojun Podcast· 2025년 11월 18일팟캐스트 · 2명刘先明:拆掉语言,让物理 AI 回到数据与动作게스트 刘先明 · 진행자 张小珺小鹏自动驾驶中心负责人刘先明解释,为什么 VLA 训练中间的语言监督会成为效率瓶颈,以及他如何推动小鹏从自动驾驶团队转向物理 AI。访谈也谈到规模化数据、组织变革、量产安全与自动驾驶的下一阶段。Autonomous DrivingAI StrategyRobotics+2
슬라이드 4장2:07:36EN
Matthew Berman· 2025년 11월 8일AI Agents, Video Creation and Chipmaking: Forward Future LiveMatthew Berman, Nick Wentz, Alex Mashrabov, Ben Goodger, João Moura, Jeff Koch · Forward FutureA November 2025 livestream brings together leaders from Higgsfield, OpenAI and CrewAI, plus a semiconductor analyst, to discuss AI products and infrastructure.에이전트Generative media인프라와 배포+2
슬라이드 6장17:03EN
Matthew Berman· 2025년 11월 7일AI News: Google’s Space Data Center Study, AI Deals and New Media ModelsMatthew Berman · Forward FutureMatthew Berman reviews a proposed space-based computing system, reported AI infrastructure deals, new image and video models, and a dispute over shopping agents.인프라와 배포AI cost & performanceGenerative media+2
슬라이드 3장1:58:53EN
Matthew Berman· 2025년 11월 1일Forward Future Live: AI Inference, Personalized Audio and Building Software with LovableMatthew Berman, Nick Wentz, Lin Qiao, Raiza Martin, Anton Osika · Forward FutureLin Qiao, Raiza Martin and Anton Osika join Matthew Berman and Nick Wentz to discuss AI infrastructure and products, followed by a review of late-October 2025 AI news and earnings.인프라와 배포Personal agents음성 AI+2
슬라이드 2장1:02EN
Matthew Berman· 2025년 10월 31일Inside a Cerebras Data Center in Oklahoma CityMatthew Berman · Forward FutureMatthew Berman tours the facility and explains its wafer-scale chips, racks and cooling system.Inference인프라와 배포AI cost & performance
41:32EN
Sequoia Capital· 2025년 10월 28일팟캐스트Moore's Law Is Slowing. Nvidia's CTO Still Wants 10× a YearMichael Kagan on why Nvidia's $7 billion Mellanox deal, not just more transistors, is how you turn a data center into one computer.인프라와 배포Distributed training & inferenceInference+2
1:13:29EN
20VC with Harry Stebbings· 2025년 10월 27일팟캐스트 · 2명David Cahn on AI Infrastructure, Startup Growth and Defense Investing게스트 David Cahn · 진행자 Harry StebbingsThe Sequoia partner explains why he sees an AI bubble, how he evaluates startup growth and where he sees opportunities in defense.Venture CapitalAI Strategy인프라와 배포+2
슬라이드 5장2:14:35EN
Matthew Berman· 2025년 10월 25일Optical AI, Search Visibility and the Economics of the AI BoomMatthew Berman, Nick, Francesca Parmigiani, Alex Sherman, Matt Wolfe, Siqi Chen · Forward FutureA 2025 livestream examines Microsoft’s optical computing research, how AI changes marketing and shopping, and debates over superintelligence and AI investment.AI researchAI Strategy인프라와 배포+2
1:16:53EN
Unsupervised Learning: With Jacob Effron· 2025년 10월 24일팟캐스트Karpathy Called Today's Models Slop. His Decade Timeline Still Sounds Bullish진행자 Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.기업과 전략AI StrategyCompany Building+3
슬라이드 3장14:07EN
Matthew Berman· 2025년 10월 23일Inside Cerebras’s Oklahoma City AI Data CenterMatthew Berman, Andrew Feldman, Billy Wooten · Forward FutureMatthew Berman tours the facility with Cerebras CEO Andrew Feldman and Scale Data Centers COO Billy Wooten, exploring wafer-scale chips, liquid cooling and backup power. Their performance and expansion figures are presented as company claims from 2025.Semiconductors인프라와 배포Inference+2
슬라이드 5장16:12EN
Matthew Berman· 2025년 10월 18일AI News in October 2025: Claude Skills, DGX Spark and a Proposed AGI MeasureMatthew Berman, Jensen Huang, Elon Musk, Jeff Bezos · Forward FutureMatthew Berman reviews product announcements, early research and predictions, from reusable agent skills to orbital data centers.Agent skillsAI research인프라와 배포+2
31:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2025년 10월 15일팟캐스트 · 2명Peak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plant진행자 Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.인프라와 배포Company BuildingAI cost & performance+3
44:09EN
Matthew Berman· 2025년 10월 8일Greg Brockman on Compute, Sora 2 and the Path to AGIMatthew Berman, Greg Brockman · Forward FutureMatthew Berman interviews OpenAI’s Greg Brockman about infrastructure constraints, proactive AI, developer risk and the future of work.AI agents인프라와 배포Generative media+2
1:20:12EN
20VC with Harry Stebbings· 2025년 10월 6일팟캐스트 · 2명Cerebras CEO Andrew Feldman on AI Chips, Demand and Infrastructure Risk게스트 Andrew Feldman · 진행자 Harry StebbingsFeldman discusses Cerebras financing, chip design and data centers, while weighing talent, energy and market concentration.Semiconductors인프라와 배포Inference+2
4:34:10EN
Lex Fridman· 2025년 9월 30일팟캐스트 · 2명Pavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.게스트 Pavel Durov · 진행자 Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.기업과 전략Company BuildingProduct Strategy+3
1:31:19EN
20VC with Harry Stebbings· 2025년 9월 29일팟캐스트 · 2명Groq Founder Jonathan Ross on AI Compute, Chip Competition and Energy게스트 Jonathan Ross · 진행자 Harry StebbingsRoss explains his view of inference demand, custom chips and infrastructure economics, and makes predictions about AI’s effects on markets and work.InferenceSemiconductorsAI cost & performance+2
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