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1:07:53ENChad Peets on Building Sales Teams, Hiring and Product CollaborationGast: Chad Peets · Moderation: Harry StebbingsThe sales recruiter and investor discusses early customer discovery, sales economics, onboarding and the trade-offs of scaling a team.
42:42ENEthereum Once Held Two Thousand GPT-3 Clusters of GPUsModeration: Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
1:07:38ENAman Narang on Building Toast: Speed, Focus and Scaling a Restaurant PlatformGast: Aman Narang · Moderation: Harry StebbingsThe Toast co-founder explains how the company pivoted to point of sale, learned to scale its team and expanded into payments and lending.
3:43:34ENAt 27, Pieter Levels Stared at a Hotel Ceiling. Then He Shipped Twelve Startups in a YearGast: Pieter Levels · Moderation: Lex FridmanLex Fridman talks with the indie hacker behind Photo AI, Nomad List, and Remote OK about viral AI products, digital-nomad loneliness, and why he still deploys PHP to production from a sofa.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGast: Aidan Gomez · Moderation: Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
18:39ENAI Scientist, Grok-2 and Agent Q: Matthew Berman’s August 2024 AI News RoundupMatthew Berman · Forward FutureA week of model releases, web agents and AI research raises questions about benchmarks, automation and the gap between prototypes and predictions.
36:56ZH王怀南:硅谷银行危机之后,哪些风险仍需观察Gast: 王怀南 · Moderation: 张小珺在 2023 年事件发生后,王怀南与张小珺讨论存款人保护、银行流动性和创业生态的潜在影响。
33:12ZHNeal Zhang:亲历 Meta 裁员,硅谷工作的现实账目Gast: Neal Zhang · Moderation: 张小珺2022 年 Meta 裁员后,一位产品经理讲述员工情绪、离职安排、职业选择与中美生活成本。
1:13:06ZH施宏俊:把芒格带到中国,也借芒格重启人生Gast: 施宏俊 · Moderation: 张小珺《穷查理宝典》在中国售出超过 115 万册,背后是出版人施宏俊对内容、读者和长期主义的判断。他回顾出版黄金年代、行业渠道变迁,以及芒格如何影响他离开管理岗位,创办芒格书院。
1:08:29ZHColin:企业内斗与内耗,如何从竞争走向消耗Gast: Colin · Moderation: 张小珺从战略、制度、组织文化和个人处境出发,Colin 与张小珺讨论竞争何时有益,以及员工如何识别和应对内耗。
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.
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