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41:00ENRon Conway on Angel Investing, Founder Advocacy and the Power of RelationshipsGast: Ron Conway · Moderation: Jack AltmanThe SV Angel founder traces his path from semiconductors to seed investing and explains how he helps founders at critical moments.
46:35ENJon Gjengset on the Cost of Concurrency CoordinationJon GjengsetWhy shared cache lines can make even read-heavy locks slow, and how a different data structure trades writer work for scalable reads.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Gast: Jensen Huang · Moderation: Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGast: Matthew Steckman · Moderation: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingGast: Shaunt Voskanian · Moderation: Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:06:31ENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberModeration: Sarah Guo, Elad GilOn No Priors, the OpenAI cofounder and former Tesla AI director describes the loopy era of coding agents, AutoResearch, and why the bottleneck is now the human.
34:04ENHow Matthew Berman Organizes and Secures His OpenClaw SetupMatthew Berman, Jensen Huang · Forward FutureA walkthrough of topic threads, model routing, delegated agents, schedules, layered security and maintenance practices for a personal AI assistant.
1:48:21ENWill Wilson on Deterministic Simulation and the Hard Problems of Software TestingYaron Minsky, Will Wilson · Jane StreetThe Antithesis co-founder explains how replayable simulations explore complex software, why properties matter and where testing meets its limits.
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture ReturnsGast: Gokul Rajaram · Moderation: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led MarketingGast: Elena Verna · Moderation: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
5:10:12ENYou Don't Need a CFO to Make World of WarcraftGast: Jeff Kaplan · Moderation: Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
1:29:32ENDylan Patel on AI Agents, Military Use, Jobs, and the Race for ComputeMatthew Berman, Dylan Patel · Forward FutureThe SemiAnalysis founder discusses how AI agents are changing his business, the controversy over military use, and the economic and geopolitical stakes of frontier models.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund DecisionsGast: Miles Clements · Moderation: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGast: Mitchell Green · Moderation: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:14:16ENEran Zinman on Monday.com’s AI Pivot, Pricing and Software MarketsGast: Eran Zinman · Moderation: Harry StebbingsThe Monday.com CEO discusses AI-built software, agent workflows, sales automation and leading a public company through a difficult market.
1:00:33ENJerry Murdock on Autonomous Agents, Software Investing and Adapting to ChangeGast: Jerry Murdock · Moderation: Harry StebbingsThe Insight Partners co-founder discusses agent infrastructure, investment judgment, employment and lessons from previous technology cycles.
2:33:48ENThe First Guitar Solo Rick Beato Learned Was "Hey Joe"Gast: Rick Beato · Moderation: Lex FridmanLex Fridman talks with music educator Rick Beato about the guitarists who shaped him, how ears are trained, and whether AI can make a song worth hearing.
1:06:37ENLucas Swisher on AI Growth Investing, Fund Size and the Price of ScaleGast: Lucas Swisher · Moderation: Harry StebbingsThe Coatue growth investor discusses software valuations, concentrated funds, AI economics and the judgment behind follow-on investments.
1:03:18ENAlexander Embiricos on Codex, Coding Agents and the Future of BuildingGast: Alexander Embiricos · Moderation: Harry StebbingsOpenAI’s Codex product lead discusses delegation, review, enterprise adoption and his vision for general-purpose agents. His product claims and forecasts reflect his role at OpenAI and are not independently tested in the interview.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGast: Sebastian Siemiatkowski · Moderation: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
3:15:52ENThe Voice Note His Bot Couldn't Handle — and the Agent That Built Itself AnywayGast: OpenClaw · Moderation: Lex FridmanPeter Steinberger tells Lex Fridman how a one-hour WhatsApp toy became GitHub's fastest-growing project, and what it cost him to keep it open.
1:20:02ENAnish Acharya on AI Software, Investment Judgment and the Limits of AutomationGast: Anish Acharya · Moderation: Harry StebbingsThe a16z investor discusses incumbent software, agent products, pricing, margins and the choices founders face in a fast-moving market.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGast: Oren Zeev · Moderation: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:22:49ENBryan Cantrill: Why Software and Hardware Must Be Designed TogetherBryan Cantrill · Oxide Computer CompanyFrom a stubborn CPU reset to disappearing drives, Oxide’s cofounder makes the case for designing and debugging computing systems across the hardware–software boundary.
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