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327개정렬
0:24ENA Surprise in AI Token Usage and CostsMatthew Berman · Forward FutureMatthew Berman reacts to a rising usage bill and notes why monitoring token consumption matters.
10:17ENAnthropic Subscription Credentials and OpenClaw: A 2026 Policy DisputeMatthew Berman · Forward FutureMatthew Berman explains why restrictions on Claude subscription OAuth credentials prompted him to change his OpenClaw model setup.
0:58ENWhy Inference Speed Matters for AI AgentsMatthew Berman · Forward FutureMatthew Berman argues that faster model output can make agent workflows more useful, pointing to new Claude and Codex releases in February 2026.
1:57:56ENA Hundred Million Lines at Twenty Cents Each: Inside Blitzy's Enterprise Coding Pipeline진행자 Nathan LabenzCEO Brian Elliott and CTO Sid Pardeshi tell Nathan Labenz how Blitzy turns a giant codebase into a map, then lets thousands of dynamically generated agents ship most of a multi-month project in days.
22:31ENMatthew Berman’s OpenClaw Setup: Models, Workflows, and SecurityMatthew Berman · Forward FutureA walkthrough of a personal AI assistant’s configuration, scheduling, integrations and practical automations, with attention to the risks of granting it access.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
0:24ENMatthew Berman Checks His Clawdbot Token CostsMatthew Berman · Forward FutureA short usage check reveals unexpectedly high model spending over two days.
17:44ENRecursive Language Models: Extending Long-Input Work Beyond a Context WindowMatthew Berman · Forward FutureMatthew Berman examines an MIT research approach that lets language models inspect external text and make sub-calls, along with its benchmark and cost tradeoffs.
12:13ENOpenAI’s Cerebras Deal and the Race for Faster AI InferenceMatthew Berman, Andrew Feldman, Greg Brockman · Forward FutureMatthew Berman explains why inference speed and computing capacity matter, while a closer look at the agreement and benchmark puts his 100-times-faster scenario in context.
37:00ENThe AlphaChip Team That Laid Out Four TPUs Now Wants Every Company to Be DesignlessAnna Goldie and Azalia Mirhoseini tell Sequoia how an RL floorplanner survived TPU-team anger, learned to draw donut-shaped macros, and became a bet that AI will design chips that then feed AI.
1:58ENMemory Shortages and Gaming GPU Prices: Nvidia’s Options in 2026Matthew Berman · Forward FutureMatthew Berman discusses rising memory costs and a possible revival of older graphics cards, while separating predictions from Nvidia’s actual commitments.
1:16:21ENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing Jobs진행자 Sarah Guo, Elad GilOn No Priors, NVIDIA’s CEO uses radiology, open source, and a $2 trillion R&D budget to argue that 2025’s extremes missed the stack.
1:38ENNVIDIA’s Groq Licensing Deal and the Inference MarketMatthew Berman · Forward FutureMatthew Berman discusses why NVIDIA licensed Groq’s inference technology and hired members of its team.
1:55:39ENAI Infrastructure, Gemini and Prediction Markets: Forward Future LiveMatthew Berman, Nick Wentz, Doug O’Laughlin, Koray Kavukcuoglu, Logan Kilpatrick, Abhishek Fatehpuria · Forward FutureSemiAnalysis, Google DeepMind and Robinhood guests join Matthew Berman and Nick Wentz to discuss model speed, chip supply, research, safety and financial products.
9:55ENGemini 3 Flash: Speed, Coding Tests and the Cost of a Smaller ModelMatthew Berman · Forward FutureMatthew Berman examines visual coding demos and launch-era benchmarks, arguing that Google’s faster model could be useful for automation and everyday AI tasks.
38:21ENHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
2:06:09ENOne 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.
1:58ENGPT-5.2 at Launch: Benchmark Results, Demos and API PricingMatthew Berman · Forward FutureMatthew Berman reviews OpenAI’s December 2025 announcement, highlighting selected evaluations, product demos and the cost increase over GPT-5.1.
1:02:19ENA 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.
57:37ENThe hot-swap era for models is over, OpenAI's enterprise product chief says진행자 Jacob EffronOlivier Godement on GPT-5.1, Codex, enterprise harnesses, and the three practices that actually make AI land inside large companies.
1:32:38ENPolish Is 1% of Frontier Training Data, So Poland Built Its Own Model진행자 Nathan LabenzMarek Kozlowski of Poland's National Information Processing Institute explains how PLLuM uses language adaptation, organic instructions, and on-prem small models to keep a mid-size country in control of its AI.
22:48ENMatthew 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.
10:27ENClaude Opus 4.5: Launch Benchmarks, Pricing and Tool UseMatthew Berman · Forward FutureMatthew Berman reviews Anthropic’s November 2025 release, its coding benchmarks and developer tools, while comparing it with contemporary models.
12:47ENGemini 3 Pro's Launch: Industry Reactions, Benchmarks and Google AntigravityMatthew Berman · Forward FutureMatthew Berman reviews early reactions to Gemini 3, from benchmark gains and coding demos to the economics of Google's AI stack.
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