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51:31EN
Sequoia Capital· 2026년 7월 21일팟캐스트They Refunded Nearly $2 Million. Then Factory’s CEO Explained the Dark FactoryMatan Grinberg on being two years early, why a model-agnostic harness beats lab co-design, and why 90 percent of coding tokens will soon run with the lights off.코딩 에이전트Harness engineeringModel routing & gateways+3
슬라이드 4장27:13EN
Matthew Berman· 2026년 7월 21일Kimi K3 and the Debate Over Open-Weight AIMatthew Berman · Forward FutureMatthew Berman examines model economics, competition and security arguments after Moonshot AI’s Kimi K3 announcement.Open-weight modelsAI cost & performanceAI Regulation+2
1:28:42EN
20VC with Harry Stebbings· 2026년 7월 20일팟캐스트 · 2명Lin Qiao on Specialized AI, Open Models and the Economics of Inference게스트 Lin Qiao · 진행자 Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.InferenceAI cost & performanceOpen-weight models+2
1:52EN
Matthew Berman· 2026년 7월 19일Anthropic, Compute Capacity and the Competition for AI SubscribersMatthew Berman · Forward FutureMatthew Berman weighs a claimed compute constraint against model quality, subscription limits and the possibility of future self-improvement.AI cost & performance인프라와 배포AI Strategy+1
슬라이드 7장12:12EN
Matthew Berman· 2026년 7월 18일Kimi K3: Coding Benchmarks, Cost and the Open-Weight AI RaceMatthew Berman · Forward FutureMatthew Berman examines Kimi K3’s early benchmark results, its cost per task and a Rubik’s Cube simulator, while weighing their limits.Open-weight modelsBenchmarksAI cost & performance+2
1:29:35EN
20VC with Harry Stebbings· 2026년 7월 18일팟캐스트 · 2명Fred Turner on Curative’s Pandemic Pivot, Health Insurance and AI Automation게스트 Fred Turner · 진행자 Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.AI in healthcareEntrepreneurshipWorkflow automation+2
슬라이드0:25EN
Matthew Berman· 2026년 7월 17일Kimi K3 Leads a Front-End Coding RankingMatthew Berman · Forward FutureMatthew Berman highlights Moonshot AI’s 2.8-trillion-parameter model and its early Arena result. The ranking covers one task, and the model weights followed after the video.Open-weight modelsBenchmarks코딩 에이전트+1
1:13:48EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 16일팟캐스트Carriers Spend $200 Billion a Year. The Money Went Up the Stack진행자 Jacob EffronBenedict Evans tells Jacob Effron why analogizing AI to past platforms is a dead end, and why looking at how those platforms actually made money is not.기업과 전략AI Strategy엔터프라이즈 AI+3
51:38EN
Sources Podcast· 2026년 7월 16일팟캐스트 · 2명Tolan Founder Quinten Farmer on AI Guides, Real Relationships and Building a Calm Company게스트 Quinten Farmer · 진행자 Ellis HamburgerFarmer explains the alien character’s design, user-reported outcomes and premium pricing—and why he wants it to challenge users as well as listen.AI agentsProduct DesignCompany Building+1
3:46:12EN
Zhang Xiaojun Podcast· 2026년 7월 16일팟캐스트 · 2명Kay Ke on Physical Intelligence, Robot Learning, and the Future of Robotics게스트 Kay Ke · 진행자 张小珺Physical Intelligence researcher Kay Ke traces the field's research lineages and explains Pi's progression from π₀ to π*₀.₆. She also reflects on education, fiction, ambition, and what it means to build robots that work beyond a demo.RoboticsReinforcement LearningAI research+2
1:26:12EN
20VC with Harry Stebbings· 2026년 7월 16일팟캐스트 · 3명20VC Roundtable on AI Competition, Enterprise Spending and Venture Capital게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss a reported Apple lawsuit, AI pricing, memory markets and venture financing.엔터프라이즈 AIAI cost & performanceVenture Capital+2
1:18EN
Matthew Berman· 2026년 7월 15일AI News Live: A Brief Interrupted OpeningThe Forward Future team starts a live broadcast, checks its stream and introduces a planned OpenAI hardware topic before the recording ends.AI Adoption
0:42EN
Matthew Berman· 2026년 7월 15일DeepSeek and Zhipu Reportedly Explore Custom AI ChipsMatthew Berman · Forward FutureMatthew Berman discusses 2026 reports of Chinese model developers pursuing their own processors and the strategic appeal of controlling more of their AI infrastructure.Semiconductors인프라와 배포Geopolitics
1:03EN
Matthew Berman· 2026년 7월 15일Reported Chinese AI Export Discussions and a Strategic DebateMatthew Berman · Forward FutureMatthew Berman considers reported restrictions on overseas access to Chinese AI models and questions whether limiting their distribution would serve China’s interests.AI RegulationGeopoliticsOpen-weight models
슬라이드 5장1:00:47EN
Matthew Berman· 2026년 7월 15일AI News Live: A Codex Keyboard, Open Models and Agent Safety ResearchMatthew Berman, Alex, Brian · Forward FutureMatthew Berman, Alex and Brian discuss new tools, model costs and a research report, separating initial impressions from verified results.코딩 에이전트Open-weight modelsAI cost & performance+2
33:16EN
Reid Hoffman· 2026년 7월 15일팟캐스트 · 3명Ben Hansford on AI Filmmaking, a Talking Raccoon and the Work Beneath a Prototype게스트 Ben Hansford · 진행자 Reid Hoffman, Parth PatilThe commercial director describes using AI in treatments and effects, building a comics platform and teaching filmmakers to direct new systems.Creativity멀티모달과 미디어AI agents+1
48:55EN
Sequoia Capital· 2026년 7월 14일팟캐스트Anthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.에이전트에이전트 엔지니어링Agent orchestration+3
슬라이드 5장15:48EN
Matthew Berman· 2026년 7월 14일Matthew Berman’s Codex Workflow: Models, Threads, Goals and SafetyMatthew Berman · Forward FutureBerman shares his July 2026 approach to model selection, browser work, reusable skills, long-running goals, remote access and guardrails.코딩 에이전트개발 워크플로와 테스트Agent skills+2
1:04:36EN
20VC with Harry Stebbings· 2026년 7월 13일팟캐스트 · 2명Wix CEO Avishai Abrahami on Base44, AI and Building for Small Businesses게스트 Avishai Abrahami · 진행자 Harry StebbingsThe Wix co-founder discusses AI-assisted application building, software economics, customer support and leadership through market uncertainty.SaaSVibe CodingProduct Strategy+2
2:23:38EN
Cognitive Revolution "How AI Changes Everything"· 2026년 7월 12일팟캐스트Davidad Cut His p(doom) From the Seventies to Under 5% — and Named a Bodhisattva as the Alignment Target진행자 Nathan LabenzThe former ARIA Safeguarded AI director tells Cognitive Revolution why boxing superintelligence is too late, why he thinks models are climbing a U-shaped wisdom curve, and why the remaining risk is a race you cannot monitor.보안과 안전안전과 거버넌스AGI(범용 인공지능)+3
1:00:08EN
20VC with Harry Stebbings· 2026년 7월 11일팟캐스트 · 2명Arvind Jain on Enterprise AI, Open Models and the Future of Work게스트 Arvind Jain · 진행자 Harry StebbingsThe Glean founder debates model competition, enterprise AI returns and whether productivity gains will shrink teams or raise the bar for everyone.엔터프라이즈 AIAI agentsOpen-weight models+2
2:06:41EN
Cognitive Revolution "How AI Changes Everything"· 2026년 7월 9일팟캐스트Zero the J-Space and a Model's Hidden Goal Lights Up on Token One진행자 Nathan LabenzA weekly Cognitive Revolution cut of Anthropic's global-workspace paper, AI superforecasters, open video world models, and a chip that treats inference as data movement.모델과 학습Model Interpretability안전과 거버넌스+3
슬라이드1:02:09EN
Sources Podcast· 2026년 7월 9일팟캐스트 · 3명Jon Steinback on Marker, AI and the Thinking Behind Writing게스트 Jon Steinback · 진행자 Alex Heath, Ellis HamburgerThe Marker founder argues for an editor that asks questions instead of writing for the user; the hosts examine where AI fits in their own work.Product DesignCreativityAI Product Management+1
50:57EN
Unsupervised Learning: With Jacob Effron· 2026년 7월 9일팟캐스트A Trillion Dollars of GPUs Will Be Worth $100 Billion in Five Years, Says LSTM's Jürgen Schmidhuber진행자 Jacob EffronThe AI pioneer tells Unsupervised Learning's Jacob Effron why he is wildly optimistic about the technology and deeply pessimistic about the model companies buying the chips.모델과 학습AGI(범용 인공지능)AI research+3
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