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슬라이드1:13EN
Matthew Berman· 2026년 5월 18일Anthropic Overtakes OpenAI in Ramp's Business Adoption IndexMatthew Berman · Forward FutureMatthew Berman discusses a May 2026 spending-based index and Anthropic's reported growth.AnthropicOpenAIAI Adoption
1:35:14EN
20VC with Harry Stebbings· 2026년 5월 18일팟캐스트 · 2명Josh Browder on Early Investing, DoNotPay and Founder Decisions게스트 Josh Browder · 진행자 Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.Venture CapitalFoundersCompany Building+2
1:08:23EN
20VC with Harry Stebbings· 2026년 5월 16일팟캐스트 · 2명Shiv Rao on Building Abridge, Clinical Workflows and AI게스트 Shiv Rao · 진행자 Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.AI in healthcareCompany BuildingAI Strategy+2
1:34:54EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 15일팟캐스트Six Months, Eighty Percent Churn, Five Times the Tokens진행자 Nathan LabenzTasklet CEO Andrew Lee tells Cognitive Revolution how he rewrote the stack, why most lost users leave for Anthropic, and why he thinks only three kinds of software company survive.에이전트에이전트 엔지니어링컨텍스트 엔지니어링+3
1:21:56EN
Unsupervised Learning: With Jacob Effron· 2026년 5월 15일팟캐스트Yann LeCun Left Meta Because LLMs Will Not Get You to Intelligence진행자 Jacob EffronThe Turing Award winner tells Jacob Effron why he spun AMI Labs out of Meta, why JEPA-style world models beat pixel generators, and why he thinks Hinton changed his mind in 2023.모델과 학습World modelsAI research+3
슬라이드 5장15:48EN
Jane Street· 2026년 5월 15일Inside Jane Street’s Texas AI Data CenterDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel tours a 4,032-GPU training facility with Ron Minsky and Dan Pontecorvo, examining liquid cooling, power distribution and operational safeguards.인프라와 배포AI cost & performance
0:56EN
Matthew Berman· 2026년 5월 15일A Claimed Crypto Wallet Recovery Using Claude CodeMatthew Berman · Forward FutureMatthew Berman recounts a viral account of recovering access to an old Bitcoin wallet with an AI coding tool.코딩 에이전트보안과 안전
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
22:01EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 11일팟캐스트 · 2명The first AI take-private is a $6.3 billion bet that services can grow like software진행자 Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.기업과 전략Acquisition StrategyCompany Building+3
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
1:03EN
Matthew Berman· 2026년 5월 9일Why EVE Online Is an Interesting Environment for AI ResearchMatthew Berman · Forward FutureMatthew Berman explains why the game's persistent economy and player alliances may offer a demanding test of long-term planning.에이전트Reinforcement LearningMulti-agent systems+1
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
슬라이드 7장29:57EN
Matthew Berman· 2026년 5월 7일Anthropic’s SpaceX Compute Deal and Claude’s Higher LimitsMatthew Berman, Thomas Kurian · Forward FutureMatthew Berman examines the May 2026 partnership, its announced capacity and usage changes, and questions about SpaceX’s separate Cursor deal.Anthropic인프라와 배포AI cost & performance+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
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
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