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슬라이드 7장1:22:03EN
Matthew Berman· 2026년 5월 6일Anthropic’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 engineering인프라와 배포Agent orchestration+2
1:20:30EN
20VC with Harry Stebbings· 2026년 5월 4일팟캐스트 · 2명Tobi Lütke on Building Shopify, AI and the Future of Work게스트 Tobi Lütke · 진행자 Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.LeadershipFuture of WorkAI Adoption+2
슬라이드 2장1:23EN
Matthew Berman· 2026년 5월 3일Matthew Berman Demonstrates Codex Creating a Population SpreadsheetMatthew Berman · Forward FutureA short demonstration shows an AI agent using a web search and a spreadsheet skill to produce a chart.에이전트제품과 UX코딩 에이전트
1:14:23EN
20VC with Harry Stebbings· 2026년 5월 2일팟캐스트 · 2명Becca Lindquist on Clay’s Sales Hiring, Compensation and AI게스트 Becca Lindquist · 진행자 Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.SalesHiringGo-to-Market+2
42:57EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 1일팟캐스트 · 2명Inference Is the Last Market: Baseten’s 30x Year진행자 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.인프라와 배포InferencePost-training+3
슬라이드 10장1:42:41EN
Matthew Berman· 2026년 5월 1일Testing AI Reasoning, App Store Lookalikes and the Debate Over AnthropicMatthew Berman · Forward FutureIn a May 2026 livestream, Matthew Berman tests a car-wash prompt, discusses AI subscription limits and considers reported employee monitoring for model training.AI agentsBenchmarksPrompting & in-context learning+2
1:48:43EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 1일팟캐스트The reward jumped from 3 to 180. Every Hacker News title was a Google layoff.진행자 Nathan LabenzCoreWeave's Kyle Corbitt walks Nathan Labenz through GRPO, rubrics, RL environments, and why most reward hacks are easy to catch once you know to look.모델과 학습Reinforcement LearningPost-training+3
1:28:19EN
20VC with Harry Stebbings· 2026년 4월 30일팟캐스트 · 3명AI Compute, Private Equity and the Narrowing Exit: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 & performance엔터프라이즈 AI+2
슬라이드17:26EN
Matthew Berman· 2026년 4월 29일Matthew Berman on Funding US Open-Weight AI in Competition With ChinaMatthew Berman · Forward FutureBerman argues that open models face a financing problem and proposes public support, hardware-backed development and specialized models.Open-weight modelsAI StrategyGeopolitics+2
슬라이드 2장17:56EN
Matthew Berman· 2026년 4월 28일Children, AI Sycophancy and Environmental Trade-offsMatthew Berman · Forward FutureMatthew Berman discusses a parent’s objections to a child using AI, then weighs supervised learning, chatbot reliability and data-center impacts.AI SafetyHuman-AI CollaborationMental Health+2
1:20:29EN
20VC with Harry Stebbings· 2026년 4월 27일팟캐스트 · 2명Adam Foroughi on AppLovin, AI and Building a Lean Company게스트 Adam Foroughi · 진행자 Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.Company BuildingLeadershipAI Adoption+2
1:35EN
Matthew Berman· 2026년 4월 27일DeepSeek 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"· 2026년 4월 26일팟캐스트A thousand searches for five cents, and a high score that did not require cheating진행자 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.기업과 전략검색 증강 생성(RAG)Search & retrieval+3
48:49EN
20VC with Harry Stebbings· 2026년 4월 25일팟캐스트 · 2명Amjad Masad on Replit, Coding Agents and the Future of Software게스트 Amjad Masad · 진행자 Harry StebbingsReplit’s CEO discusses model routing, software economics, maintenance and the changing roles of builders and engineers.코딩 에이전트AI StrategyCompany Building+2
슬라이드 2장17:21EN
Matthew Berman· 2026년 4월 25일DeepSeek 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
53:30EN
Matthew Berman· 2026년 4월 24일Thomas Kurian on Google Cloud’s TPUs, AI Agents and CybersecurityMatthew Berman, Thomas Kurian · Forward FutureThe Google Cloud CEO explains how Google allocates compute between its own models and competitors, designs infrastructure for agents, and approaches security and code review.인프라와 배포Semiconductors엔터프라이즈 AI+2
슬라이드1:11EN
Matthew Berman· 2026년 4월 24일Anthropic’s Coding Flywheel and the Compute ConstraintMatthew Berman · Forward FutureMatthew Berman sketches a proposed feedback loop linking coding models, enterprise revenue, data and compute, then argues that capacity could slow it.AnthropicAI cost & performanceAI Strategy+1
1:50:05EN
20VC with Harry Stebbings· 2026년 4월 23일팟캐스트 · 3명Cursor Deal Claims, AI Valuations and the Enterprise Agent Race: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsJason Lemkin and Rory O’Driscoll weigh a purported Cursor transaction, design software and enterprise agent infrastructure, while debating IPO and valuation risk.Venture Capital엔터프라이즈 AIInvesting+2
슬라이드 9장47:32EN
Matthew Berman· 2026년 4월 23일Claude Code Subscription Changes and the AI Compute CompetitionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines a pricing-page test, third-party agent restrictions and competing claims about compute capacity and customer access.AI Strategy코딩 에이전트AI cost & performance+1
0:28EN
Matthew Berman· 2026년 4월 23일A Brief Claude Code Pricing-Page Change Drew CriticismMatthew Berman · Forward FutureMatthew Berman reacts to a 2026 pricing-page change that appeared to remove Claude Code from Pro. The listing was later restored.Pricing코딩 에이전트Anthropic
3:36:29EN
Cognitive Revolution "How AI Changes Everything"· 2026년 4월 23일팟캐스트Claude Rated Its Own Welfare 4.49 — the First Time Any Version Crossed Neutral진행자 Nathan LabenzCameron Berg returns to The Cognitive Revolution to survey six months of introspection, functional-emotion, and model-welfare research, plus a still-unpublished case that learning and feeling may be the same phenomenon.안전과 거버넌스Model InterpretabilityAI research+3
39:48EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 4월 23일팟캐스트 · 2명400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AI진행자 Sarah Guo, Elad GilPhilipp Herzig tells No Priors how SAP is rebuilding the company operating system for AI, and why scale, evals, and pricing will decide who wins.기업과 전략엔터프라이즈 AIAI Strategy+3
슬라이드 8장1:41:11EN
Matthew Berman· 2026년 4월 22일Anthropic’s Usage Limits, Compute Constraints and Competition: A Livestream DiscussionMatthew Berman, Dario Amodei · Forward FutureMatthew Berman examines Claude Code pricing tests, third-party agent rules and capacity pressures, contrasting Anthropic’s approach with OpenAI and other competitors.Anthropic코딩 에이전트인프라와 배포+2
슬라이드 6장3:01:44EN
Matthew Berman· 2026년 4월 21일Children, AI Overuse and a Live Test of ChatGPT Images 2Matthew Berman, Jonah, Brian · Forward FutureMatthew Berman discusses supervision and balance, then tests image generation with maps, math, code and visual prompts.Generative mediaAI SafetyHuman-AI Collaboration
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