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50:00ENCrosby Bills by the Document, Not the Hour, and Turns Contracts Around in Under an HourThe founders of an AI-native law firm explain why they became lawyers with engineers at the next desk instead of shipping legal software, and how deal velocity became the product.
35:45ENSix Years of Revenue, Then Four Times That in Eight Monthsn8n CEO Jan Oberhauser tells Sequoia how two bets — becoming an AI-agent builder, then deleting the leads metric — turned a workflow tool into a default orchestration layer.
30:05EN100 Signups, 95 Drop-offs: How Gamma Turned AI Slides Into a $50 Million BusinessGamma founder Jon Noronha tells Sequoia's Training Data how a park-bench idea, image models, and relentless A/B testing built a cash-flow-positive visual storytelling platform.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGast: Keyu Jin · Moderation: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
39:06ENHe Couldn't Ask His Grandfather What to Do, So He Built a Digital MindOn Sequoia's Training Data, Delphi founder Dara Ladjevardian explains how authorized digital minds turn people into conversational media without replacing them.
1:01:00ENv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold ToModeration: Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsModeration: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
49:27ENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringModeration: Sarah Guo, Elad GilChai Discovery co-founders Joshua Meier and Jack Dent tell Sarah Guo how a generative model now designs antibodies that bind on the first 24-well plate.
59:38ENElevenLabs Was Supposed to Be RoadkillCo-founder Mati Staniszewski on dirty audio data, prosumer virality, and why voice should become the default interface for technology.
45:21ENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksModeration: Sarah Guo, Elad GilOn No Priors, Qasar Younis and Peter Ludwig explain the Microsoft playbook for vehicles, why they waited for autonomy techniques to converge, and why Waymo's business model is the question that follows the demo.
1:24:27EN500 Trillion Tokens a Month: How Google Grew 50x in a YearModeration: Nathan LabenzLogan Kilpatrick returns to Cognitive Revolution to unpack Google's mid-2023 merger, why he expects frontier labs to diverge, and why startups still hold the speed advantage.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
42:05ENAI Can Prep the Meeting in 30 Seconds. It Still Can't Sign the Contract.Gong founder Amit Bendov on why sales AI will eat admin work, not the close, and why CRM is not going anywhere.
31:34ENOne Company Now Holds as Many Documents as the Entire Early WebModeration: Sarah Guo, Elad GilGlean CEO Arvind Jain tells No Priors why enterprise search was a graveyard, how transformers finally made it work, and why a product that searches too well can be too dangerous to sell.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleGast: Tim Sweeney · Moderation: Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositModeration: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
43:51ENThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketModeration: Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
1:26:19ENHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
1:11:05ENThe Man Who Took HubSpot CRM to $40 Million Says the Data Model Has to Be Thrown OutDay.ai founder Christopher O’Donnell tells Sequoia’s Pat Grady why classic CRM is compressed pixel art, why full self-driving scared his users, and why every line of code has to make every other line more valuable.
1:04:52ENThe Consumer Playbook That Put Medical AI in 100,000 Exam RoomsOpenEvidence CEO Daniel Nadler explains how a free App Store product, trained only on peer-reviewed literature, reached as much as a quarter of U.S. physicians in a year.
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.
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.
49:36EN86 Out of 100: Harvey's Playbook for Selling AI Into LawModeration: Sarah Guo, Elad GilWinston Weinberg on a Reddit blind test, expanding-and-collapsing product design, and why Harvey started with century-old firms instead of the mid-market.
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