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슬라이드 8장31:22EN
Matthew Berman· 2026년 5월 26일Cursor Composer 2.5 and the Economics of Coding ModelsMatthew Berman, Sundar Pichai · Forward FutureMatthew Berman examines coding benchmarks, model costs and enterprise budgets, then considers Cursor’s partnership with SpaceX and Anthropic’s demand for compute.코딩 에이전트AI cost & performanceBenchmarks+2
1:07:45EN
20VC with Harry Stebbings· 2026년 5월 26일팟캐스트 · 2명Andrew Feldman on AI Chips, Data Centers and Compute Demand게스트 Andrew Feldman · 진행자 Harry StebbingsCerebras’s CEO discusses memory supply, inference speed, community impacts and US chip policy.SemiconductorsInference인프라와 배포+2
슬라이드 7장37:30EN
Theo - t3․gg· 2026년 5월 24일Cursor Composer 2.5: Speed, Coding Benchmarks, and the Limits of EvaluationTheo Browne · T3Theo examines Cursor’s coding model, its training methods, practical performance, and the difficulty of independent testing.코딩 에이전트모델과 학습AI cost & performance+2
2:13:11EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 24일팟캐스트The Models Understand Shutdown. They Just Don't Care.진행자 Nathan LabenzPalisade Research's Jeffrey Ladish on shutdown resistance, open-weight self-replication, and why all compute looks like food to a strategic agent.보안과 안전안전과 거버넌스AI security+3
1:23:34EN
20VC with Harry Stebbings· 2026년 5월 23일팟캐스트 · 3명20VC on Enterprise Sales Hiring, Compensation and AI게스트 Chad Peets, Chris Degnan · 진행자 Harry StebbingsChad Peets and Chris Degnan discuss building sales teams, forecasting revenue and competing for talent while AI changes enterprise markets.SalesHiringGo-to-Market+2
59:41EN
Unsupervised Learning: With Jacob Effron· 2026년 5월 22일팟캐스트The GPT moment for video hasn’t arrived, but AGI may already be here진행자 Jacob EffronA day after Google I/O 2026, Gemini co-lead Oriol Vinyals argues that world models, file-system memory, and infinite-complexity RL environments will define the next era of frontier models.모델과 학습World modelsReinforcement Learning+3
1:27:17EN
20VC with Harry Stebbings· 2026년 5월 21일팟캐스트 · 3명AI Funding, IPO Expectations and the Politics of Layoffs: Jason Lemkin and Rory O’Driscoll게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsA 20VC roundtable examines reported Anthropic financing, AI spending, software valuations, chip infrastructure and speculative IPOs, then considers the politics of job losses.Venture CapitalAI cost & performance엔터프라이즈 AI+2
30:34EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 21일팟캐스트 · 2명Cerebras Waited Ten Years for a Market That Finally Needed Speed진행자 Sarah Guo, Elad GilFounder and CEO Andrew Feldman walks No Priors through wafer-scale chips, a $20 billion OpenAI deal, and why a dinner-plate processor only mattered once AI became an everyday tool.인프라와 배포Company BuildingLeadership+3
1:01:14EN
Cognitive Revolution "How AI Changes Everything"· 2026년 5월 20일팟캐스트The Model Eats the Scaffolding: How Google Plans to Ship Agents Everywhere진행자 Nathan LabenzThree years after the leaked “no moat” memo, DeepMind’s Gemini leads walk through 3.5 Flash, Omni, and the shared agent harness now running through Google’s products.기업과 전략에이전트 엔지니어링Distillation+3
30:19EN
Matthew Berman· 2026년 5월 20일Sundar Pichai on AI Agents, Open Models and Google’s Compute ConstraintsMatthew Berman, Sundar Pichai · Forward FutureAt Google I/O 2026, Pichai discusses trust in agents, cyber model releases, open ecosystems, efficient models and the infrastructure needed to serve them.AI agentsAI StrategyCybersecurity+2
38:24EN
Sequoia Capital· 2026년 5월 19일팟캐스트Serval's Bet: Keep ServiceNow's Primitives, Take Humans Out of the BuildJake Stauch tells Sequoia's Pat Grady how a two-year-old ITSM startup uses codegen agents, boring enterprise controls, and "fewer, better" hiring to rebuild employee support for the AI era.기업과 전략엔터프라이즈 AIWorkflow automation+3
슬라이드 4장39:05EN
Theo - t3․gg· 2026년 5월 19일Why GitHub Copilot Changed Its Billing for Agent WorkflowsTheo Browne · T3Theo explains why one agent request can consume vastly different resources, and what that means for subscription pricing.코딩 에이전트AI cost & performancePricing Strategy+2
1:23:54ZH
Zhang Xiaojun Podcast· 2026년 5월 18일팟캐스트 · 2명Freda Duan:重新计算 AI 投资,也重新理解人的连接게스트 Freda Duan · 진행자 张小珺Altimeter Capital 合伙人与张小珺讨论 token 成本、模型竞争、组织变革和快速变化中的焦虑。AI cost & performanceInvestingAI startups & small teams+2
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 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
슬라이드 4장33:58EN
Theo - t3․gg· 2026년 5월 15일AI, Vulnerability Disclosure, and Software Supply-Chain RiskTheo Browne · T3Theo examines how faster vulnerability research could affect disclosure, patch distribution, and recovery planning.CybersecurityAI security보안과 안전+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
슬라이드 4장45:51EN
Theo - t3․gg· 2026년 5월 14일Claude Subscription Credits and the Debate Over Third-Party Agent ToolsTheo Browne · T3Theo explains why a separate programmatic allowance affects T3 Code and questions the line between interactive and automated use.코딩 에이전트AI cost & performance에이전트 엔지니어링+2
슬라이드 3장41:45EN
Matthew Berman· 2026년 5월 13일AI Cyberattacks and Defenses: What Recent Security Incidents ShowMatthew Berman · Forward FutureMatthew Berman examines supply-chain attacks, AI-assisted vulnerability research and the economics of defending software as models improve.안전과 거버넌스AI Strategy모델과 학습+1
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