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39:36ENThe Most Underestimated AI Buyer Is the Shop on the CornerModeration: Sarah Guo, Elad GilFormer Square CEO Alyssa Henry tells No Priors that generative AI is unlocking work small merchants always needed and never paid anyone to do.
59:36ENGeoff Charles on Product Teams, Sprint Velocity and Strategy at RampGast: Geoff Charles · Moderation: Harry StebbingsRamp’s product leader explains customer discovery, two-week sprints, reusable systems and hiring for execution.
1:25:06ENTooey Courtemanche on Procore's Long Road to Growth and the Work of LeadingGast: Tooey Courtemanche · Moderation: Harry StebbingsThe construction software founder discusses surviving a slow market, building a product platform, delegating and balancing a company with family life.
1:15:39ENAfter 20 Years of Frontend, v0 Wrote Better Code Than Guillermo Rauch DidModeration: Nathan LabenzThe Vercel CEO tells Nathan Labenz why every product needs ghost text, why Software 2.0 will ossify the old stack, and why betting against open source is still the expensive mistake.
1:53:24ENMatteo Franceschetti on Eight Sleep’s Hiring, Execution and Sleep TechnologyGast: Matteo Franceschetti · Moderation: Harry StebbingsThe Eight Sleep CEO explains the operating decisions behind a hardware startup, from unit economics and hiring to written management and ambitious health-monitoring plans.
1:32:32ENDes Traynor on AI Products, Competition and Building IntercomGast: Des Traynor · Moderation: Harry StebbingsThe Intercom co-founder discusses customer-service automation, model dependence, product differentiation and leadership in a changing market.
1:14:48ENDevDay Probably Created Thousands of Startups, Says OpenAI's Logan KilpatrickModeration: Nathan LabenzThe day after OpenAI's first developer conference, Dev Relations lead Logan Kilpatrick tells Nathan Labenz why thin wrappers were never companies, why agents were deliberately not shipped fully autonomous, and what $2 million custom models are for.
17:43ENOpenAI DevDay 2023: GPT-4 Turbo, Custom GPTs and Developer ToolsMatthew Berman, Sam Altman, Satya Nadella · Forward FutureMatthew Berman reviews OpenAI’s 2023 announcements, from longer context and cheaper API calls to custom GPTs and their implications for developers.
52:14ENJoey Zwillinger on Allbirds’ Market Decline and Turnaround PlanGast: Joey Zwillinger · Moderation: Harry StebbingsThe Allbirds co-founder discusses the company’s 2023 share-price decline, inventory and distribution changes, and its goals for profitability.
53:34ENMatthieu Rouif on PhotoRoom's Focus, Mobile Growth and AI DesignGast: Matthieu Rouif · Moderation: Harry StebbingsThe PhotoRoom co-founder explains how user testing, a narrow audience and mobile distribution shaped the photo-editing business.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Moderation: Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
1:43:56ENSudowrite sold getting unstuck — then eight million people watched a pile-onModeration: Nathan LabenzJames Yu tells Nathan Labenz how a GPT-3 toy for fiction became a hierarchical “IDE for storytelling,” and what a viral backlash taught him about craft, cost, and customers.
52:04ENScott Farquhar on Building Atlassian, CEO Decisions and Distributed WorkGast: Scott Farquhar · Moderation: Harry StebbingsThe Atlassian co-founder reflects on bootstrapping, a difficult security incident, product bets and the trade-offs of leading a global company.
58:54ENModels Are Commodities. Perplexity's CEO Says the Index Is the MoatModeration: Nathan LabenzAravind Srinivas returns to Cognitive Revolution to explain how a 25-person search startup is building its own crawler, index, and models before the big platforms raise the drawbridge.
2:17:30ENGemini Became the Daily Driver. A GPT-5 Worthy of the Name Would Make Agents Work.Moderation: Nathan LabenzZvi Mowshowitz returns to Cognitive Revolution to unpack Gemini 1.5, Sora, superalignment, sleeper agents, and the live-player map of frontier labs.
1:04:38ENHundreds of Miles Apart, Zuckerberg and Fridman Sat Close Enough to See the WrinklesGast: Mark Zuckerberg · Moderation: Lex FridmanLex Fridman sat in a dark room in Austin wearing a Quest headset; Mark Zuckerberg sat in another conference room, also wearing one, and it did not feel like a video call.
1:17:09ENGPT-4 as Teacher, GPT-3.5 as Student: A Nine-Tenths Cost Cut and an AI Bundle Nobody Will StartModeration: Nathan LabenzNathan Labenz reports that chain-of-thought traces from GPT-4 train a cheaper, faster 3.5, then argues for flooring the app accelerator, tapping the brake on GPT-5, and bundling a hundred AI tools for a hundred dollars.
1:01:09ENHugging Face Raised $235M. Community Still Is Not a MoatModeration: Nathan LabenzNathan Labenz and Erik Torenberg unpack Hugging Face's $4.5 billion Series D, and why a thriving open-source hub may still struggle to become a locked-in business.
52:48ENOpenAI Cut Fine-Tuning 90 Percent, and Founders Crossed Llama 2 Off the ListModeration: Nathan LabenzNathan Labenz and Erik Torenberg walk through GPT-3.5 Turbo fine-tuning, why self-hosting still loses on total cost, and what is actually working in code, school, and medicine.
1:00:02EN98% of Users Froze on a Blank Page. Then Gamma Let AI Finish 90% of the DeckModeration: Nathan LabenzJon Noronha on building the anti-PowerPoint, coaxing models to write HTML, and why incumbents will let startups prove the pattern first.
47:42ENSal Khan Thinks Every Child Can Finally Have a TutorModeration: Sarah Guo, Elad GilThe Khan Academy founder tells Sarah Guo and Elad Gil how a family tutoring side project became an AI teaching assistant, and why he believes education is on the cusp of its biggest positive shift.
1:23:40ENA $9 Tutor That Refuses to Give the AnswerModeration: Nathan LabenzHow Khan Academy spent five months of GPT-4 early access building Khanmigo, a Socratic tutor shipped on the model's launch day.
23:22ENAdam Mosseri on Launching Threads: Social Graphs, Creators and RetentionGast: Adam Mosseri · Moderation: Harry StebbingsEight days after launch, Instagram’s head explains how Threads used existing relationships, recruited early creators and faced the harder problem of keeping users.
1:39:53ENUnder 100 People, 24 Million Users: Replit's Bet on Artificial Developer IntelligenceModeration: Nathan LabenzMichele Catasta, Replit's new VP of AI, lays out a generate-execute-learn loop he will not call AGI, a 2x-to-1000x productivity ladder, and a keystroke-level data advantage.
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