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슬라이드 6장41:05EN
Matthew Berman· 2026년 5월 15일Anthropic’s 2028 AI Leadership Scenarios: Chips, Open Models and a Policy DebateMatthew Berman, Jensen Huang · Forward FutureMatthew Berman examines Anthropic’s US–China scenarios, questions its proposed export restrictions and argues that adoption and open-weight models matter as much as frontier capability.GeopoliticsAI RegulationSemiconductors+2
슬라이드1:01:41EN
Matthew Berman· 2026년 5월 15일What 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.엔터프라이즈 AIAI AdoptionAnthropic+2
38:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 14일팟캐스트 · 2명The Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a Business진행자 Sarah Guo, Elad GilUS Under Secretary Jacob Helberg on a 14-country coalition, a diplomatic industrial zone in the Philippines, and why Washington is putting companies—not ministries—in the driver's seat.기업과 전략AI Strategy인프라와 배포+3
1:19:05EN
20VC with Harry Stebbings· 2026년 5월 14일팟캐스트 · 3명AI Compute Deals, Cerebras’s IPO and the Cost of Building: A 20VC Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 & performance엔터프라이즈 AI+2
34:56EN
Sequoia Capital· 2026년 5월 13일팟캐스트On Suno, 90% of Daily Users Make a SongCEO Mikey Shulman on modeling raw sound instead of music theory, why music is not an LLM-style scale problem, and treating creation itself as the entertainment.멀티모달과 미디어Generative mediaProduct Strategy+3
슬라이드 5장1:42:54EN
Matthew Berman· 2026년 5월 12일AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.AI security보안과 안전AI Safety+2
1:13:48EN
20VC with Harry Stebbings· 2026년 5월 11일팟캐스트 · 2명Patrick Forquer on Selling Legal AI and Scaling Legora’s Revenue Team게스트 Patrick Forquer · 진행자 Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.SalesGo-to-Market엔터프라이즈 AI+2
1:57:54EN
20VC with Harry Stebbings· 2026년 5월 9일팟캐스트 · 2명Cliff Weitzman on Speechify, AI Tools and Learning Through Iteration게스트 Cliff Weitzman · 진행자 Harry StebbingsThe Speechify founder discusses growth experiments, engineering culture, personal health experiences and the promise and risks he sees in AI.Company BuildingGrowth StrategyAI Strategy+2
1:26:16EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 9일팟캐스트Milliseconds to Match: How Criteo Bids on a Billion Anonymous Profiles진행자 Nathan LabenzCriteo’s CTO and AI lab head walk through the millisecond auction, the DeepKNN-to-foundation-model stack, and why a live product catalog still beats a frozen LLM.기업과 전략Recommendation systemsEmbeddings+3
1:36:35EN
20VC with Harry Stebbings· 2026년 5월 7일팟캐스트 · 3명AI Spending, Software Stocks and IPO Speculation: A 20VC Earnings Roundtable게스트 Jason Lemkin, Rory O’Driscoll · 진행자 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 & performance엔터프라이즈 AI+2
4:18:22EN
Lex Fridman· 2026년 5월 6일팟캐스트 · 2명Every Cycle Matters: The Volunteers Who Decode Almost All Internet Video게스트 FFmpeg · 진행자 Lex FridmanLex Fridman talks with Jean-Baptiste Kempf and Kieran Kunhya about FFmpeg, VLC, handwritten assembly, and the unpaid crew behind YouTube, Netflix, and a rover on Mars.오픈소스와 커뮤니티Open-source ecosystemsSoftware engineering+3
1:23:53EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 6일팟캐스트Creators Cheer Filler-Word Removal and Boo Generative Video진행자 Nathan LabenzDescript CEO Laura Burkhauser maps the same customers' three-speed reaction to AI: deterministic buttons they love, an agentic co-editor they want but scold, and generative video they actively hate.제품과 UXProduct engineeringGenerative media+3
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
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
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
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
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
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
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