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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.
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.
51:56ENInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:04:51EN125 million cells took a decade. The next billion takes monthsModeration: Nathan LabenzMark Zuckerberg and Priscilla Chan on pairing a frontier biology lab with a frontier AI lab so models train on data that was designed for them.
30:47ENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsModeration: Sarah Guo, Elad GilLaura Deming on reversible cryopreservation: pause an organ—and someday a patient—so a few months no longer decide who lives long enough for the next therapy.
1:18:05ENThe Real Bottleneck in AI Research Is Compute, Not IdeasModeration: Jacob EffronAfter NeurIPS, Ari Morcos and Rob Toews sit down with Jacob Effron to argue about plateauing models, SSI’s secrecy, OpenAI’s cash burn, and a set of spicy 2026 bets.
38:21ENHow a Weekend Webcam Came to See 90 Billion Miles a YearSamsara CEO Sanjit Biswas on edge inference, messy road data, and why physical AI only counts once it is installed.
50:08EN1Mind's AI Superhuman Now Sources 76% of the PipelineModeration: Nathan LabenzAmanda Kahlow tells Zapier CEO Wade Foster why she tore up the sales org — and why a face on an agent is mostly a trick to get buyers talking.
39:16EN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotModeration: Sarah Guo, Elad GilSunday Robotics co-founders Tony Zhao and Cheng Chi map the gap between a scalable imitation-learning recipe and a machine that actually does the dishes.
48:14ENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeModeration: Sarah Guo, Elad GilMost medicines fail in years seven to ten, after hundreds of millions have already gone into the clinic—and Sajith Wickramasekara thinks sending things to space may already be easier.
42:11ENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeModeration: Sarah Guo, Elad GilSridhar Ramaswamy talks with Sarah Guo about Snowflake Intelligence, shutting down a homegrown model, and why defensibility is built every day, not planned.
2:45:26ENDan Houser on Fake Worlds You Want to Live InGast: Dan Houser · Moderation: Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
1:16:53ENKarpathy Called Today's Models Slop. His Decade Timeline Still Sounds BullishModeration: Jacob EffronDatology AI's Ari Morcos and Radical Ventures' Rob Toews walk through Karpathy's cold water, OpenAI's dealmaking, and who actually pays for the data-center boom.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantModeration: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
4:34:10ENPavel Durov Built Telegram for a Billion People. He Still Won't Carry a Phone.Gast: Pavel Durov · Moderation: Lex FridmanIn a four-and-a-half-hour conversation with Lex Fridman, the Telegram founder traces freedom from a childhood move out of the Soviet Union to a French jail cell, a poisoning, and a 40-person engineering team.
1:01:49ENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolModeration: Sarah Guo, Elad GilTrilogy founder Joe Liemandt, now principal of Alpha School, tells No Priors how an AI tutor, a two-hour bargain with fifth graders, and a sports-coach ethos are meant to scale to a billion children.
1:02:05EN$100 Million Researchers and a $200 Billion xAI: An AI Roundtable Does the MathModeration: Jacob EffronDatology’s Ari Morcos and Radical Ventures’ Rob Toews argue over whether models are plateauing, whether RL-environment startups will last, and why Google is the lab they would pick.
44:49ENCompanies Keep Asking for AI. Then They Send It Back.Agency founder Elias Torres on why businesses freeze at imperfect answers, and why his third startup aims for a billion in revenue with fewer than 100 people.
31:22ENDecagon Prices AI Support by the Conversation. The Market Is Wages.Moderation: Sarah Guo, Elad GilJesse Zhang on six-figure contracts at zero ARR, 60–70% contact-center cuts, and a world where your agent calls the airline’s agent.
58:25ENA construction permit that took four months now takes three minutesModeration: Sarah Guo, Elad GilJared Kushner talks with Sarah Guo and Elad Gil about Affinity Partners, the AI firm BrainCo, and how capital, energy, and Middle East diplomacy now run through AI.
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.
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