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47:33ENHow Theo’s AI Coding Workflow ChangedTheoA walkthrough of remote agents, project context, short prompts, verification and pull-request decisions.
2:18:33ZH戴雨森:复盘 AI 投资判断,重新理解 Harness 与创业机会게스트 戴雨森 · 진행자 张小珺真格基金管理合伙人与张小珺讨论模型、智能体产品、组织变化和主动修正观点。
1:41:58ENA thousand people on guard, a million in the sprint진행자 Nathan Labenz80,000 Hours founder Ben Todd on how to spend a career in the years when your impact on AI will actually peak.
45:33ENCursor Ships 1TB of Composer Weights Across Oceans in Under a MinuteFederico Cassano and Fireworks' Dima walk through the globally split RL stack that trained Composer 2 on a sparse trillion-parameter MoE.
37:56ENClaude Code, Codex, and Cursor: Three Approaches to AI CodingTheo Browne · T3Theo compares terminal-first coding agents, local verification, cloud execution, and the trade-offs behind their interfaces.
31:22ENCursor 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.
1:07:45ENAndrew 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.
37:30ENCursor 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.
2:13:11ENThe 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.
1:23:34EN20VC 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.
59:41ENThe 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.
1:27:17ENAI 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.
30:34ENCerebras 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.
1:01:14ENThe 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.
30:19ENSundar 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.
38:24ENServal'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.
39:05ENWhy 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.
1:23:54ZHFreda 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。
1:35:14ENJosh 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.
1:08:23ENShiv 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.
1:34:54ENSix 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.
1:21:56ENYann 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.
41:05ENAnthropic’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.
1:01:41ENWhat 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.
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