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3:46:18ENA Ten-Billion-Dollar Error Bar on Other People's MoneyGast: Coffeezilla · Moderation: Lex FridmanYouTube investigator Coffeezilla walks Lex Fridman through how Sam Bankman-Fried's FTX turned a low-risk story into a customer-asset casino.
1:07:17ENMarty Cagan on Product Discovery, Hiring and Empowered TeamsGast: Marty Cagan · Moderation: Harry StebbingsThe Silicon Valley Product Group founder explains how product teams test risk, learn from customers and develop the skills to own outcomes.
2:29:21ENThe Poker Bot That Never Tried to Read a SoulGast: Noam Brown · Moderation: Lex FridmanNoam Brown tells Lex Fridman how a Nash-equilibrium bot crushed heads-up no-limit Hold'em, how Pluribus did it six-handed, and why Diplomacy required an AI that could earn human trust.
1:05:07ENMartin Casado on Building Markets and Rethinking Venture CapitalGast: Martin Casado · Moderation: Harry StebbingsThe a16z general partner explains how an engineer became an investor, why founders need patient category-building, and how venture firms might scale.
1:00:19ENWilliam Hockey on Plaid, Column and Building Financial InfrastructureGast: William Hockey · Moderation: Harry StebbingsThe Plaid co-founder explains why he started a regulated bank, how he thinks about patient hiring and what he expects from the next decade of fintech.
2:59:33ENRoger Gracie Cleared His Mind, Conserved Every Move, and Refused to Be Number TwoGast: Roger Gracie · Moderation: Lex FridmanThe ten-time world champion walks Lex Fridman through the Buchecha rematch, why tapping is intelligence, and how a late-starting chubby kid decided to become the best in the world.
1:16:12ENJason Lemkin on Finding SaaS Investments, Founder Feedback and the Algolia BetGast: Jason Lemkin · Moderation: Harry StebbingsThe SaaStr founder revisits an early investment in Algolia and explains how operator experience, honest competitive analysis and difficult conversations shape his venture practice.
2:44:52ENDon't Try to Pen Them In: Todd Howard on Skyrim, Starfield, and Accidental DoorsGast: Todd Howard · Moderation: Lex FridmanThe Bethesda Game Studios director on saying yes to players, leaving a test cell full of every weapon, and why Starfield's empty planets are the point.
1:16:00ENMiki Kuusi on Building Wolt, Leading Through Crisis and Joining DoorDashGast: Miki Kuusi · Moderation: Harry StebbingsThe Wolt founder discusses focus, hiring, trust, the painful 2017 layoffs and why he chose to combine with DoorDash.
49:22ENJeffrey Katzenberg and Sujay Jaswa on Quibi, Talent and Building WndrCoGast: Jeffrey Katzenberg, Sujay Jaswa · Moderation: Harry StebbingsThe WndrCo co-founders discuss what they learned from Dropbox, DreamWorks and Quibi, and debate hiring and the role of in-person work.
3:15:51ENPython Is a Recipe Written for Two ReadersGast: Guido van Rossum · Moderation: Lex FridmanGuido van Rossum on CPython’s 3.11 speedups, indentation, the GIL, and why a 4.0 would hurt extensions more than syntax.
2:56:02ENThe FBI Never Cracked a Password the Day They Took Silk RoadGast: Chris Tarbell · Moderation: Lex FridmanFormer agent Chris Tarbell tells Lex Fridman how a timezone setting, a Gmail address, and an undercover admin brought down Ross Ulbricht — and why the best hackers are still out there.
1:24:20ENSemil Shah on Fund Size, LP Relationships and the Discipline of Seed InvestingGast: Semil Shah · Moderation: Harry StebbingsHaystack’s founder explains how fund economics shape ownership, why investor relationships matter, and what he learned from mistakes and missed deals.
41:05ENOana Olteanu on What Founders Should Expect From Their InvestorsGast: Oana Olteanu · Moderation: Harry StebbingsThe SignalFire partner explains how to assess VC support, run more useful boards and build inclusive hiring pipelines.
4:11:06ENThe climate problem is real. The 12-year asteroid story is not.Moderation: Lex FridmanBjørn Lomborg and Andrew Revkin tell Lex Fridman why vulnerability, cheaper tons of carbon, and energy innovation matter more than apocalyptic deadlines.
3:15ENCathie Wood on Conviction, Falling Stocks and Portfolio ConcentrationGast: Cathie Wood · Moderation: Harry StebbingsIn a 2022 interview excerpt, the ARK Invest founder explains her research-based approach and responds to a question about solvency.
2:57:24ENThe Skill a Child Learns Under a Tree Is How to Calibrate ViolenceGast: Chamath Palihapitiya · Moderation: Lex FridmanChamath Palihapitiya talks with Lex Fridman about a violent childhood, money, poker, energy, startups, and why happiness is not behind the velvet rope.
58:23ENCathie Wood on ARK’s Volatility, Venture Investing and InnovationGast: Cathie Wood · Moderation: Harry StebbingsThe ARK Invest founder explains her late-2022 investment thesis, the design of its venture fund and why she shares research publicly.
2:22ENHow Noah Glass Conceived OloGast: Noah GlassA handheld computer, a coffee queue and restaurant experience shaped the idea.
0:33ENBrad Gerstner on Choosing Larger OpportunitiesGast: Brad GerstnerThe investor reflects on time spent pursuing ideas with limited potential scale.
4:15:34ENHe defended Bush in the school paper. Then they called him the Ben Shapiro of the leftGast: Destiny · Moderation: Lex FridmanSteven Bonnell, the live-stream debater known as Destiny, tells Lex Fridman how he thinks, how he researches, and why a carpet-cleaning job flipped his politics.
52:13ENMartín Escobari on Market Cycles, Investment Discipline and Emerging-Market FoundersGast: Martín Escobari · Moderation: Harry StebbingsThe General Atlantic co-president draws on his experience building Submarino to discuss downturns, pricing, investment committees and global opportunity.
57:33ENHugo Barra on Hardware, Product Storytelling and Building TeamsGast: Hugo Barra · Moderation: Harry StebbingsThe former Android, Xiaomi and Oculus leader explains why hardware demands conviction, how he studies customer needs and what he looks for when hiring.
5:42ENJane Street’s Trading Interview: What to ExpectMichael, Megan · Jane StreetA trader and a recruiter explain the interview stages, how to approach open-ended questions and what the firm says it looks for.
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