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53:44ENSheel Mohnot on Venture Power Laws, Follow-Ons and Emerging MarketsGast: Sheel Mohnot · Moderation: Harry StebbingsThe Better Tomorrow Ventures cofounder discusses portfolio construction, realized and unrealized outcomes, pricing and the 2022 shift toward cash efficiency.
3:53:09ENThe CIA Serves One Customer, and That Customer Is the PresidentGast: Andrew Bustamante · Moderation: Lex FridmanFormer covert officer Andrew Bustamante walks Lex Fridman through how American intelligence actually works — from the President's Daily Brief to Ukraine, Snowden, and a bar wall in Alabama.
53:31ENKyle Samani on Tokens, Network Effects and Crypto InvestingGast: Kyle Samani · Moderation: Harry StebbingsThe Multicoin co-founder explains his investment process and argues that tokens can coordinate networks, while discussing liquidity, risk and his 2022 views on Bitcoin and Solana.
52:25ENPeter Singlehurst on Long-Term Investing Across Public and Private MarketsGast: Peter Singlehurst · Moderation: Harry StebbingsThe Baillie Gifford investor explains portfolio concentration, evolving conviction and what he learned from both a failed investment and a missed opportunity.
3:37:34ENThe KGB taught Jack Barsky to vanish. His daughter taught him to stay.Gast: Jack Barsky · Moderation: Lex FridmanA former illegal resident tells Lex Fridman how East German ambition, tradecraft, and an 18-month-old in Queens undid a life built on other people's names.
1:26:16ENMike Chalfen on Building Resilient Venture Portfolios and Supporting FoundersGast: Mike Chalfen · Moderation: Harry StebbingsThe solo investor discusses concentrated portfolios, market risk, unit economics and the work investors can do for founders beyond the boardroom.
48:33ENHenri Pierre-Jacques on Building Harlem Capital and Funding Diverse FoundersGast: Henri Pierre-Jacques · Moderation: Harry StebbingsThe Harlem Capital managing partner explains first-fund fundraising, portfolio construction, team development and his long-term mission.
48:19ENAydin Senkut on Scaling Felicis and Investing Across StagesGast: Aydin Senkut · Moderation: Harry StebbingsThe Felicis founder discusses diversification, ownership, missed opportunities and building a firm that supports founders.
1:01:21ENOren Zeev on Deployment Pace, Ownership and Investing IndependentlyGast: Oren Zeev · Moderation: Harry StebbingsThe Zeev Ventures founder discusses follow-ons, diversification, missed opportunities and the trade-offs of making decisions without partners.
1:06:53ENFabrice Grinda on Three Economic Scenarios and Venture InvestingGast: Fabrice Grinda · Moderation: Harry StebbingsThe FJ Labs founder sets out optimistic, stagnation and severe-downside scenarios from 2022 and discusses how they shaped his investing.
2:48:27ENMost Rivals Loathe Each Other in PeaceGast: Chris Blattman · Moderation: Lex FridmanUniversity of Chicago economist Chris Blattman tells Lex Fridman why prolonged violence is rare, costly, and usually a bargaining failure — recorded in the fifth week of Russia's invasion of Ukraine.
2:59:02ENWhen the Answers Are Already Known, Look Where Everyone Stopped LookingModeration: Lex FridmanGeorges St-Pierre, John Danaher, and Gordon Ryan sit with Lex Fridman to unpack success, confidence, training, and why the greatest of all time may not even be born yet.
2:16:40ENEach Blockbuster Is a Startup. The Chocolate River Kills It.Gast: Thomas Tull · Moderation: Lex FridmanThomas Tull tells Lex Fridman how a novice raised institutional capital for Hollywood, then applied the same judgment to AI, mammoths, the Steelers, and a Rolling Stones tour.
45:16ENFrank Slootman on Focus, Performance and Leading a BoardGast: Frank Slootman · Moderation: Harry StebbingsSnowflake’s then-CEO discusses diagnosing problems, creating urgency, evaluating performance and giving capable teams room to act.
2:21:49ENFocused Protection, Not Lockdowns: Jay Bhattacharya on What Public Health Got WrongGast: Jay Bhattacharya · Moderation: Lex FridmanThe Stanford physician and co-author of the Great Barrington Declaration tells Lex Fridman why age-stratified risk, seroprevalence data, and the ignored costs of isolation pointed to a different COVID strategy.
3:23:42ENBeauty will save the world — Michael Malice's New Year's case for hopeGast: Michael Malice · Moderation: Lex FridmanOn New Year's Eve 2021, Lex Fridman and Michael Malice talk through Dostoevsky, evil, Austin, anarchism, and why a cheap GoBot on a Brooklyn shelf still counts as proof.
1:32:38ENRay Dalio’s Big Cycle: Empires Fall When They Get Rich, Indebted, and at War With ThemselvesGast: Ray Dalio · Moderation: Lex FridmanLex Fridman talks with Bridgewater founder Ray Dalio about the 500-year rise and fall of reserve-currency empires, the U.S.–China contest, and the personal recipes that outlast any cycle.
1:08:04ENBreakthroughs Run on Speed. Trust Runs on Patience.Gast: Albert Bourla · Moderation: Lex FridmanPfizer CEO Albert Bourla talks with Lex Fridman about the November 2020 unblinding, a $2.3 billion all-in bet, and why a historic vaccine still divided the public.
1:46:47ENA Perfect Rapid Test Would Fail the FDA. Michael Mina Explains Why That Is the PointGast: Michael Mina · Moderation: Lex FridmanThe Harvard immunologist tells Lex Fridman that paper-strip antigen tests answer the only public-health question that matters—are you infectious right now—and that one presidential sentence could unlock them.
3:42:43ENHe Fought for Eight Minutes and Didn't Get a Single VoteGast: Travis Stevens · Moderation: Lex FridmanTravis Stevens on judo, Olympic heartbreak, weight cutting as engineering, and the silver medal that arrived after he stopped treating winning as a goal.
2:48:18ENHumans are the only species that skip sleep on purposeGast: Matt Walker · Moderation: Lex FridmanBerkeley sleep scientist Matt Walker talks with Lex Fridman about why we sleep, what caffeine and dreams actually do, and whether passion can justify the health cost of staying up.
1:57:38ENThe Best Leadership Uses the Least ForceGast: Jocko Willink · Moderation: Lex FridmanRetired Navy SEAL Jocko Willink talks with Lex Fridman about just war, ego, Musk and Jobs, 4 a.m. discipline, and what jiu jitsu taught him about command.
2:43:09ENGeorges St-Pierre Never Liked FightingGast: Georges St-Pierre · Moderation: Lex FridmanThe two-division UFC champion tells Lex Fridman how he scripted confidence, tested fasting like a lab experiment, and why a single night cannot settle who is best.
3:00:11ENAsk the Right Questions and Every Path Ends on the Middle FingerGast: Ryan Hall · Moderation: Lex FridmanRyan Hall walks Lex Fridman through a finger game that always lands on the middle finger, then treats jiu-jitsu as a problem of systems, beliefs, and first principles.
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