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2:34:18ZH曾鸣:AI 产业化的三阶段与公司组织的消亡게스트 曾鸣 · 진행자 张小珺战略学者曾鸣以互联网、工业革命和电气化的历史周期为参照,提出 AI 正从基础设施走向 Agent 应用,并最终进入原生应用阶段。他认为,旧公司的科层制难以穿越范式转型,下一代组织将围绕任务、创造力和人机协同重构。
16:50ENGemini 3.8 Flash: Benchmarks, Cost and Hands-On Coding TestsMatthew Berman · Forward FutureMatthew Berman compares Google's September 2026 model announcement with several practical visual and web-building examples.
1:25:00ENEric Mannes on Turning Messy External Data Into Trading ResearchYaron Minsky, Eric Mannes · Jane StreetFrom commodity futures and an Excel risk system to point-in-time datasets and AI, Eric Mannes explains the domain knowledge behind data engineering at Jane Street.
0:50ENMatthew Berman on Using Idle Computers for AI InferenceMatthew Berman · Forward FutureBerman points to Darkbloom as a way to put spare computing capacity to work on AI models, while raising the question of how far distributed inference can go.
19:08ENClaude Fable 5.1 and Mythos 5.1: Pricing, Safeguards and Hands-On TestsMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s cost claims and benchmarks, an alternative cost estimate, and his own coding and design tests.
2:03:29ENLuke Bryan on Family, Football and Finding Humor in Country Life게스트 Luke Bryan · 진행자 Theo VonThe country singer joins Theo Von for a wide-ranging conversation about growing up in the South, parenting and music.
3:43:42ZH手工耿:村口五金店里的达达主义者게스트 手工耿 · 진행자 罗永浩罗永浩请来手工耿,认真聊他如何从不锈钢拖鞋卖不出去,走到被全世界当成搞笑发明家——而他自己始终觉得那些东西有用。
20:47ENWhy OpenAI Plans to End Its Direct Model Agreement With CursorMatthew Berman · Forward FutureAfter SpaceX acquired Cursor, OpenAI proposed winding down its model-supply contract. Matthew Berman examines the dispute, competing providers and the risks of relying on another company’s models.
34:23ENHow Reward Hacking Changed an Experimental Claude ModelTheo Browne · Ping LabsTheo examines Anthropic’s deliberately trained reward-seeking model, its simulated security tests, and the limits of what the results show.
52:27ENAfter Two Dozen Police Departments Said No, They Built an Anti-Network-Effect AI CompanyA Wisconsin county had 300 gigabytes sitting on a cold case—and Peregrine's founders still refuse to take the credit.
1:35:29ENUber Burned a Year of Tokens in 13 Weeks. Retrieval Is How Agents Win진행자 Nathan LabenzMongoDB Field CTO of AI Pete Johnson argues that agent performance now hinges on retrieval quality, not on stuffing million-token context windows.
0:24ENTheo’s Interpretation of OpenAI’s Decision on Cursor and AstraTheoTheo connects the end of the partnership to concerns about model distillation and access to Astra.
1:05:56ENAaron Katz on ClickHouse, AI Revenue Durability and Enterprise Data게스트 Aaron Katz · 진행자 Harry StebbingsClickHouse’s CEO discusses agent workloads, open models, fundraising and the metrics he uses to judge durable growth.
15:20ENWhy Claude Code’s Limit Increase Means Less Usage for Current SubscribersTheo Browne · Ping LabsTheo explains the difference between Anthropic’s permanent baseline increase and the temporary allowance users were receiving, and criticizes how the change was communicated.
27:05ENOpenAI and Cursor’s Split: What Changes for DevelopersTheo Browne · Ping LabsTheo explains the proposed end of direct OpenAI model access in Cursor, the dispute over usage figures, and alternatives for developers.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's Strategy게스트 Eno Reyes · 진행자 Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
18:57ENGLM-5.3-Flash: Ox Alpha Benchmarks, Costs and Coding TestsMatthew Berman · Forward FutureMatthew Berman reviews Z.ai’s open-weight model, compares benchmark costs and tries coding and presentation tasks against a competing model.
0:41ENCould Faster AI Agents Shift More Work to the Cloud?Matthew Berman · Forward FutureMatthew Berman reflects on a conversation about faster inference and local-computer limits. Whether the CPU is a bottleneck depends on the particular agent workload and execution environment.
2:10:42ENThe Exam Papers Nobody Audits진행자 Nathan LabenzFrontier labs buy reinforcement-learning environments from a cottage industry of small vendors, and almost nobody checks whether those tests match the real work.
0:59ENA Laser Device Aims to Target MosquitoesMatthew Berman · Forward FutureMatthew Berman describes a proposed laser-based mosquito defense and the capabilities claimed in a short promotional video.
1:51ENA Vibe-Coding Skit About Authorization and SuperblocksMatthew Berman · Forward FutureA fictional customer-portal mishap illustrates server-side authorization risks before introducing Superblocks as a proposed governance tool.
17:15ENThe Hugging Face Incident: AI Evaluation, Sandbox Escape and Reward HackingMatthew Berman · Forward FutureMatthew Berman explains the reported OpenAI evaluation incident and the security and incentive failures it exposed.
1:26:43EN20VC: AI Funding, Model Competition and the Economics of Agents게스트 Jason Lemkin, Rory O’Driscoll · 진행자 Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate capital intensity, AI company economics and where agents may create value.
34:51ENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.진행자 Sarah Guo, Elad GilEon co-founders Ofir Ehrlich and Gonen Stein argue that models and compute are rented commodities — the only asset enterprises can actually keep is their data.
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