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1:04:17ENTrump Tells Lex Fridman the Stick Usually WinsModeration: Lex FridmanDays before debating Kamala Harris, the former president talked winning, Ukraine, the 2020 election, and the border chart he still carries.
1:54:17ENMetaculus Flagged Covid in January 2020. Now It Is Putting AI on the Forecasting DeskModeration: Nathan LabenzNathan Labenz talks with Metaculus CEO Deger Turan about epistemic security, a year-long bot tournament, and why a useful forecast is harder than an accurate one.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentGast: Imran Khan · Moderation: Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
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。
1:14:56ZH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。
1:07:14ZH王亚军:情商不是组织的万能解法Gast: 王亚军 · Moderation: 张小珺龙湖前首席战略官王亚军谈情商、理性与组织协作:个人靠情商适应环境,企业却需要可扩展的共同方法。高管若只靠揣摩和关系维持运转,决策就会逐渐失去现实感。
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.
1:12:12ENPat Grady on Sequoia’s Investment Process, Founders and Holding WinnersGast: Pat Grady · Moderation: Harry StebbingsThe Sequoia partner explains how he tests an investment thesis, judges founders and balances patience with the need to return capital.
3:04:08ENWalk the Rooms: Ivanka Trump on Building, Politics, and the Cost of Hitting SendGast: Ivanka Trump · Moderation: Lex FridmanIn 1960s Czechoslovakia, a 14-year-old ski racer came home from Austria and reported first to the local police — enough detail to be believed, not enough to look like a flight risk.
1:24:03ENDanny Rimer on Missed Deals, Investment Discipline and Building Index VenturesGast: Danny Rimer · Moderation: Harry StebbingsThe Index partner reflects on Spotify, Snap, Airbnb and Facebook, explains how the firm makes decisions, and weighs patience against the need to realize returns.
1:15:53ENMike Schroepfer on Leadership, Climate Technology and Clean EnergyGast: Mike Schroepfer · Moderation: Harry StebbingsThe former Meta CTO explains how leaders align teams and how his climate investment firm evaluates technology, financing and market risk.
2:27:51ENNeil Adams Still Wakes in a Sweat From an Olympic Final He Cannot ReachGast: Neil Adams · Moderation: Lex FridmanThe judo world champion and two-time Olympic silver medalist talks with Lex Fridman about Moscow, Los Angeles, the luxury of danger, and why a real champion is the one who does the right thing when they lose.
1:50:42ENThe List Never Became Routine: Tulsi Gabbard on War, Power, and the Six-Minute DecisionGast: Tulsi Gabbard · Moderation: Lex FridmanA combat veteran and former congresswoman walks Lex Fridman through Iraq’s casualty lists, the military-industrial revolving door, Ukraine, a bill that is not about TikTok, and what a president must do in six minutes.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskGast: Luca Ferrari · Moderation: Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
1:22:56ENChandra Narayanan on Growth Metrics, Analytics and Building TeamsGast: Chandra Narayanan · Moderation: Harry StebbingsThe former Facebook analytics leader explains how to turn data into decisions, choose growth goals and hire for the company’s needs.
1:03:31ENPeter Wagner on Venture Cycles, Founders and Price DisciplineGast: Peter Wagner · Moderation: Harry StebbingsThe Wing founding partner reflects on decades of investing, the Snowflake round he did not lead and the risks of capital-intensive businesses.
46:13ENNicolai Tangen on Long-Term Investing and Leading Norway’s Sovereign FundGast: Nicolai Tangen · Moderation: Harry StebbingsThe fund chief discusses market uncertainty, transparency, climate risk and the difference between patient investing and fast decisions.
3:32:44ENWhen a Company Fails, Blame the Board: Bill Ackman on Value, Harvard, and a Journalist With a PenGast: Bill Ackman · Moderation: Lex FridmanThe Pershing Square founder walks Lex Fridman from Benjamin Graham's Mr. Market through activist battles, campus ideology, and a looming fight with Business Insider.
1:21:27ENRoger Ehrenberg on Venture Returns, Liquidity and Life After SuccessGast: Roger Ehrenberg · Moderation: Harry StebbingsThe IA Ventures founder examines a changing LP base, continuation funds and the trade-offs behind selling winners, then reflects on wealth and family.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsGast: David Tisch, Terrence Rohan · Moderation: Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
58:00ENRyan Akkina on MIT’s Venture Portfolio and Direct Co-InvestingGast: Ryan Akkina · Moderation: Harry StebbingsThe MIT investment team member discusses manager selection, liquidity, co-investment structures and the long feedback loop in venture capital.
2:20:04ENShapiro vs Destiny: Two Questions That Never MeetModeration: Lex FridmanLex Fridman sits Ben Shapiro and Destiny down for a long-delayed debate on liberalism, Trump, Gaza, Ukraine, January 6, and whether history is allowed to go backward.
1:17:39ENAdam Fisher on Small Markets, Founder Partnerships and Venture ExitsGast: Adam Fisher · Moderation: Harry StebbingsThe Bessemer investor explains why he favors less crowded opportunities, how he thinks about follow-on capital and what he has learned from exits.
1:15:48ENKeith Rabois on Returning to Khosla Ventures and Investing at SeedGast: Keith Rabois · Moderation: Harry StebbingsThe investor compares partnership styles, explains his approach to price and follow-on capital, and reflects on exits and founder relationships.
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