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1:33:07ZH广密复盘全球大模型这一年:Scaling Law、AGI 豪赌与中美格局Gast: 李广密 · Moderation: 张小珺拾象创始人李广密从硅谷一线观察出发,回顾 OpenAI、Anthropic、Google 与中国模型公司的竞争。他认为,模型能力与成本共同决定新一轮应用爆发,而巨额投入押注的是智能能否持续扩展以及 AI 对经济和产业的长期重构。
1:14:56ZH王亚军解读黄仁勋的组织系统:用分布式决策支撑创新Gast: 王亚军 · Moderation: 张小珺前龙湖集团 CSO 王亚军从战略、产品与组织的关系出发,拆解英伟达不裁员、六十名高管直报和少做计划等做法。关键不在照搬形式,而在于建立真实、信任和横向协作,让更多人掌握决策所需的信息。
56:28ENLaela Sturdy on Growth Investing, Second Acts and Building Durable CompaniesGast: Laela Sturdy · Moderation: Harry StebbingsCapitalG’s managing partner explains how she assesses expansion, entry price and public-market readiness—and why conviction must extend beyond a founder’s story.
48:20ENNot Spending $100 Is a Hundred Times Better Than a Dollar BackModeration: Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
1:05:48ENKaz Nejatian on Shopify: Building Complete Products and a Company for the Long TermGast: Kaz Nejatian · Moderation: Harry StebbingsShopify’s COO explains its product culture, internal tools and partnerships, and reflects on remote work, information flow and leadership.
2:12:04ENCraig Jones Drove a Bag of Cash to Rogan — Then Put $2 Million on a Jiu-Jitsu MatGast: Craig Jones · Moderation: Lex FridmanThe Australian grappler tells Lex Fridman how a Kazakhstan horse pit led to Ukraine, FPV drones, coral-belt trolling, and a tournament scheduled against ADCC.
7:17ENErik and Martin Demaine on the Mathematics of Curved-Crease SculptureErik Demaine, Martin Demaine · MITThe MIT father-and-son collaborators turn paper folding into art and research, embedding puzzles and mathematical fonts in their sculpture Solve Me.
1:08:50ENShaun Maguire on Foreign Policy, Speech and Venture InvestingGast: Shaun Maguire · Moderation: Harry StebbingsThe Sequoia partner shares controversial views on Iran, the US election and Europe, then discusses SpaceX, X and venture investing.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOGast: Dax Dasilva · Moderation: Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.
33:10ENA Weekend Prototype Now Autocompletes a Third of Brex ExpensesModeration: Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
1:22:41ENAlexis Ohanian on Angel City, Sports Ownership and the Business of AttentionGast: Alexis Ohanian · Moderation: Harry StebbingsThe investor explains his Angel City thesis, the club’s revenue and governance, and why he sees value in sports storytelling and creators.
1:13:02ENDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGast: David Cahn · Moderation: Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
58:31ENBen Fiechtner on Deal Design, Forecasting and Building Sales TeamsGast: Ben Fiechtner · Moderation: Harry StebbingsClari’s chief revenue officer explains his quarterly sales cadence, how to find real buying constraints, and what he looks for when hiring.
8:37:34ENThe first Neuralink patient beat a world record with most of his electrodes goneGast: Elon Musk · Moderation: Lex FridmanLex Fridman talks with Elon Musk, the Neuralink team, and Noland Arbaugh about a wireless brain implant, the software that rescued it, and why bandwidth is Musk’s bet on living with AI.
46:09ENOriol Vinyals: The Days of Burning 90% of Compute on Pretraining Are NumberedModeration: Sarah Guo, Elad GilGoogle DeepMind’s VP of research on Gemini, long context, the coming shift from pretraining to RL, and why AGI may never have a finish line.
1:09:06ENEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIGast: Ethan Mollick · Moderation: Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
1:18:56ENDelian Asparouhov on Founders Fund, Conviction and Building CompaniesGast: Delian Asparouhov · Moderation: Harry StebbingsThe investor and Varda co-founder discusses venture partnerships, founder leadership, aerospace and the personal beliefs shaping his work.
52:53ENNilan Peiris on Wise: Product Value, Word of Mouth and Disciplined GrowthGast: Nilan Peiris · Moderation: Harry StebbingsWise’s chief product officer explains how clear savings, useful content and careful acquisition spending supported growth, and where experiments fell short.
44:08ENMark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
41:25ENEven If the Models Froze Today, We've Extracted One-Millionth of the ValueModeration: Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGast: Jason Lemkin · Moderation: Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
1:09:44ENKevin Hartz on Airbnb, Holding Winners and the Tradeoffs of Venture InvestingGast: Kevin Hartz · Moderation: Harry StebbingsThe A* co-founder discusses an exploding term sheet, fund liquidity, founder selection and why he prefers to hold exceptional companies.
2:46:20ENJordan Jonas Won Alone Season 6 Without Losing a PoundGast: Jordan Jonas · Moderation: Lex FridmanThe survivalist tells Lex Fridman how a moose, a wolverine, freight trains, and a year with Evenki herders taught him to hunt, to wait, and to stay a candle when the woods go quiet.
49:51ENCameron Adams on Canva: Designing for Delight, Depth and ChangeGast: Cameron Adams · Moderation: Harry StebbingsThe Canva co-founder discusses onboarding, AI, enterprise products and the decisions behind launches that succeeded or fell short.
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