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1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGast: Peter Singlehurst · Moderation: Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
56:42ENYamini Rangan on HubSpot, AI and Competing in the MidmarketGast: Yamini Rangan · Moderation: Harry StebbingsThe HubSpot CEO discusses founder transitions, product-led growth, AI pricing and serving larger customers without abandoning smaller ones.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceGast: Narendra Modi · Moderation: Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
50:35ENCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearModeration: Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
1:12:13ENNiklas Östberg on Delivery Hero’s Growth, Acquisitions and the Cost of Moving Too FastGast: Niklas Östberg · Moderation: Harry StebbingsThe Delivery Hero founder reflects on pandemic-era financing, a costly Gorillas investment and how to distinguish sustainable delivery growth from subsidized volume.
59:46ENIn Young Cho on Trading Research and Finding Signal in Financial DataYaron Minsky, In Young Cho · Jane StreetIn Young Cho and Ron Minsky discuss the blurred lines between trading, research, and engineering, and why machine learning in markets is difficult.
27:32ENOpenAI’s Responses API and Agents SDK: A Launch WalkthroughMatthew Berman · Forward FutureMatthew Berman reacts to a launch demonstration of web and file search, computer use, agent handoffs and tracing.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellGast: Jake Saper · Moderation: Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
54:12ENJulian Teixeira on Hiring Sales Teams and Building a Repeatable ProcessGast: Julian Teixeira · Moderation: Harry StebbingsThe 1Password CRO discusses early hires, team goals, outbound prospecting, compensation and inspecting deals as a company scales.
36:24ENThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy NukesModeration: Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.
49:39ENAnton Osika on Lovable’s Launch, Early Retention and Building AI Products in EuropeGast: Anton Osika · Moderation: Harry StebbingsThe Lovable co-founder explains the transition from an open-source experiment to a fast-growing app builder, and discusses hiring, fundraising and the limits of early retention data.
1:02:41ENMike Krieger on AI Products, Model Competition and the Future of CodingGast: Mike Krieger · Moderation: Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.
52:59ENGeorge Bonaci on Growth Experiments, Hiring and Finding New ChannelsGast: George Bonaci · Moderation: Harry StebbingsRamp’s growth leader discusses balancing speed with rigor, measuring results and building a team that can find opportunities beyond an existing playbook.
40:33ENModerna was only company 18. The real product is the company factoryModeration: Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
1:09:19ENOscar Pierre on Glovo’s Fight for Funding, Expansion and Sale to Delivery HeroGast: Oscar Pierre · Moderation: Harry StebbingsThe Glovo founder recounts a pivotal McDonald’s deal, repeated financing crises, a costly Brazil expansion and the decision to join Delivery Hero.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet MomentModeration: Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGast: Steeve Morin · Moderation: Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
2:36:13ZH松琳解读 DeepSeek、Kimi 与 MiniMax 的注意力新论文Gast: Songlin Yang(松琳) · Moderation: 张小珺从动态稀疏注意力到线性注意力混合架构:三条长上下文路线如何兼顾训练、推理与硬件效率
46:23ENAdarsh Hiremath on Mercor, AI Recruiting and the Future of WorkGast: Adarsh Hiremath · Moderation: Harry StebbingsThe Mercor co-founder discusses expert labor for AI labs, automated interviews, fundraising and his vision for a global labor marketplace.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyModeration: Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGast: Jonathan Ross · Moderation: Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
53:07ZH张亚勤:信息智能、物理智能与生物智能的 AGI 路线图Gast: 张亚勤 · Moderation: 张小珺张亚勤把 AGI 的发展分为信息、物理和生物三类智能:信息智能可能在五年内接近人类,通用机器人约需十年,生物智能则可能在二十年后扩展人的记忆与健康。他也讨论大模型如何为自动驾驶和机器人补上数据、常识与行动能力。
18:05ENOpenAI’s Coding-Competition Study: o1-ioi, o3 and the Limits of the ResultsMatthew Berman, Sam Altman · Forward FutureMatthew Berman interprets OpenAI’s 2025 paper on reinforcement learning and programming contests. The results are strong on the studied benchmarks, but do not establish AGI or remove humans from model development.
45:31ENJerry Chow on Quantum Computing, Encryption, AI and Error CorrectionMatthew Berman, Jerry Chow · Forward FutureIBM’s quantum systems director explains qubits, cryogenic hardware, software and the work needed to make quantum computers useful.
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