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Recent Newsletters

AI Power Struggle, Rising Compute Costs, & Data Center Growth

Jul 30, 2026

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4 min read

AI Power Struggle, Rising Compute Costs, & Data Center Growth

Zuckerberg challenges AI centralization, compute costs surge, data centers strain labor, OpenAI faces safety scrutiny, and Trump bans Chinese robots.

Matthew Berman, +1

Claude Code Leads, AI Costs Rise, & Power Cuts Loom

Jul 29, 2026

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4 min read

Claude Code Leads, AI Costs Rise, & Power Cuts Loom

Anthropic's Claude Code leads AI coding, AI spending faces ROI doubts, PJM targets data centers, Cursor cuts India pricing, Claude finds crypto flaws.

Matthew Berman, +1

NVIDIA Vera Rubin, AI Startup Boom, & SSI’s Compute Bet

Jul 28, 2026

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3 min read

NVIDIA Vera Rubin, AI Startup Boom, & SSI’s Compute Bet

Vera Rubin deployment, AI startup boom, SSI-NVIDIA deal, Altman on AI power, Open AI safety alliance, and Microsoft's cheaper cyber model.

Matthew Berman, +1

Recent Interviews

Original

Thomas Dohmke on the Future of Coding Agents and Just-in-Time Software

Jun 16, 2025

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31 min read

Thomas Dohmke on the Future of Coding Agents and Just-in-Time Software

Why GitHub Copilot is now open source, and what comes next for developers in an agent-first world

Nick Wentz, +1

Original

Sundar Pichai on the Future of Google, Gemini, and Agent Memory

Jun 2, 2025

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12 min read

Sundar Pichai on the Future of Google, Gemini, and Agent Memory

Google CEO Sundar Pichai joins Matthew Berman to discuss the future of Gemini, self-improving AI, open agent protocols, and why smart glasses might be the ideal interface for personal intelligence.

Matthew Berman, +1

Original

Satya Nadella on the Future of AI, Agents, and the End of SaaS

May 22, 2025

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11 min read

Satya Nadella on the Future of AI, Agents, and the End of SaaS

Microsoft CEO Satya Nadella joins Matthew Berman to discuss the collapse of SaaS, rise of AI agents, the new software stack, and why intelligence is becoming a zero-cost commodity.

Matthew Berman, +1

Original

Inside GPT‐5: OpenAI’s Mark Chen on Reasoning, Synthetic Data, and the Future of General Intelligence

Aug 19, 2025

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5 min read

Inside GPT‐5: OpenAI’s Mark Chen on Reasoning, Synthetic Data, and the Future of General Intelligence

The Head of Research opens up about GPT‐5’s architecture, the role of synthetic data, and what comes next for OpenAI.

Matthew Berman, +1

Original

AWS CEO Matt Garman on Agents, Infrastructure, and the Future of AI Engineering

Aug 31, 2025

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17 min read

AWS CEO Matt Garman on Agents, Infrastructure, and the Future of AI Engineering

From custom silicon to agent workflows, Garman reveals how AWS is preparing for an AI-first future—without leaving humans behind.

Matthew Berman, +1

Original

Perplexity CEO on Building Comet Browser, Beating Google, and the Future of AI Agents

Jul 29, 2025

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24 min read

Perplexity CEO on Building Comet Browser, Beating Google, and the Future of AI Agents

The startup's bold move into browsers could reshape how we interact with the web, and challenge Google's dominance.

Matthew Berman, +1