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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
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
슬라이드18:39EN
Matthew Berman· 2026년 5월 21일Matthew Berman on Andrej Karpathy Joining Anthropic and AI PessimismMatthew Berman, Eric Schmidt · Forward FutureKarpathy’s move to Anthropic prompts a reflection on research talent, public anxiety and how the AI industry talks about the future. Berman separates his own optimism from the harder question of what motivates someone else’s career choice.AnthropicAI StrategyFuture of Work+2
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
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
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
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
슬라이드 7장1:22:52EN
Matthew Berman· 2026년 5월 7일Richmond Alake on Agent Memory, Context Engineering and the Cost of RecallMatthew Berman, Richmond Alake · Forward FutureIn a livestream with Matthew Berman, Oracle’s Richmond Alake explains how agents store, retrieve and consolidate information, and where memory design trades off with caching and latency.에이전트 엔지니어링컨텍스트 엔지니어링검색 증강 생성(RAG)+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
1:20:30EN
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
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
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
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
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
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