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슬라이드 5장20:46EN
Matthew Berman· 2026년 8월 26일Open-Weight AI Models: Token Share, Spending and Strategic TradeoffsMatthew Berman · Forward FutureMatthew Berman examines a Vercel AI Gateway snapshot and argues that model usage and spending can tell very different stories.Open-weight modelsAI cost & performanceAI Strategy+2
슬라이드 5장15:37EN
Matthew Berman· 2026년 8월 4일Matthew Berman on Qwen3.8-Max, AI Costs and Open-Weight CompetitionMatthew Berman · Forward FutureA 2026 review of reported benchmark results and research demonstrations leads to questions about deployment economics and geopolitical dependence.Open-weight modelsBenchmarksAI cost & performance+2
슬라이드 9장54:57EN
Matthew Berman· 2026년 7월 29일Open-Weight AI: Competition, Safety and the Debate over AnthropicMatthew Berman · Forward FutureMatthew Berman argues for broad access to AI models, weighs the economics and security arguments, and responds to Dario Amodei’s position on open weights.Open-weight modelsAI SafetyAI Regulation+2
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
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
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 5장1:42:54EN
Matthew Berman· 2026년 5월 12일AI and Cybersecurity: Matthew Berman’s Warnings, Predictions and Open QuestionsMatthew Berman · Forward FutureA livestream reviews reported AI-assisted threats and debates whether stronger defensive models can keep pace with attackers.AI security보안과 안전AI Safety+2
슬라이드 2장17:21EN
Matthew Berman· 2026년 4월 25일DeepSeek V4, Model Efficiency and the US–China AI DebateMatthew Berman · Forward FutureMatthew Berman examines DeepSeek’s April 2026 V4 preview and argues that efficient open-weight models raise questions for American AI providers and policymakers.Open-weight modelsAI cost & performanceGeopolitics+2
슬라이드1:29:32EN
Matthew Berman· 2026년 3월 9일Dylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.AI agentsFuture of WorkGeopolitics+2
슬라이드 5장13:28EN
Matthew Berman· 2026년 2월 25일Anthropic’s Distillation Allegations and the Debate Over AI Training DataMatthew Berman · Forward FutureMatthew Berman examines Anthropic’s allegations against three Chinese AI labs, the criticism of its own training practices, and the geopolitical claims surrounding the dispute.DistillationAnthropic모델과 학습+2
슬라이드 4장20:34EN
Matthew Berman· 2025년 1월 28일DeepSeek R1 and the Debate Over AI Costs and ComputeMatthew Berman · Forward FutureMatthew Berman examines 2025 reactions to DeepSeek, from training efficiency and market losses to open weights, privacy and the possibility of a demand rebound.모델과 학습AI cost & performanceOpen-weight models+2