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40:42ENDon't Mistake a Month of Hype for the End of SoftwareModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil separate the SaaS-apocalypse noise from the real signals: record revenue ramps, collapsing token prices, and the question of when a founder should sell.
34:57ENIt's Six Months In: Misconceptions About AI, Regulation, Context Windows and IncumbentsModeration: Sarah Guo, Elad GilSarah Guo and Elad Gil answer listener questions on what the market gets wrong about generative AI, from the nuclear-regulation analogy to where startups can still beat incumbents.
2:01:57ENBuild the Sales Team Like a Founder: Jason Lemkin on Hiring, Comp and Keeping Product CloseGast: Jason Lemkin · Moderation: Lenny RachitskySaaStr founder Jason Lemkin walks through when to hire your first reps, who to hire, how to pay them, how product and sales should work together, and why customer-hostile tactics don't compound.
1:37:47ENYou Can Patch a Bug, but You Can't Patch a Brain: Why AI Guardrails FailGast: Sander Schulhoff · Moderation: Lenny RachitskyAdversarial-robustness researcher Sander Schulhoff explains why prompt injection and jailbreaks remain unsolved, why guardrail products don't deliver, and what teams can do instead.
2:53:45ENJoscha Bach on Seven Stages of Lucidity, Brutalist LLMs, and Why Life on Earth Isn't Only About HumansGast: Joscha Bach · Moderation: Lex FridmanA wide-ranging conversation on how minds are built, what language models are missing, and how an AI-saturated world might change consciousness, identity and risk.
17:40ENFrom AlphaGo Zero to MuZero: How Self-Play Strips Knowledge Out of AIModeration: Lex FridmanDeepMind's David Silver explains why removing human knowledge made AlphaZero stronger and more general, and how MuZero extended the idea to worlds with unknown rules.
53:39ENA Libertarian's Case for Regulating AI: Kill Switches, Chip Choke Points and a New Form of LifeModeration: Nathan LabenzLindy founder Flo Crivello explains why a self-described accelerationist makes an exception for superintelligence, and what he thinks of Biden's executive order.
1:18:22ENShipyards, Sharp Problems and Humility: Two Veteran Product Leaders on the PM Role in the AI EraModeration: Lenny RachitskyOji and Ezinne Udezue explain how product management is changing, which skills matter now, and what the companies winning with AI do differently.
1:41:44ENZig When Others Zag: HubSpot Co-founder Dharmesh Shah on Simplicity, Culture as a Product and Building a Company Around Your StrengthsGast: Dharmesh Shah · Moderation: Lenny RachitskyThe HubSpot co-founder and CTO explains why he has never had a direct report, how he measures laughs per minute, and the first-principles habits behind HubSpot's contrarian choices.
23:57ENChips, Agents and a Reckoning: Sarah Guo and Elad Gil on the 2023 AI BoomModeration: Sarah Guo, Elad GilThe hosts answer listener questions on the GPU crunch, how soon enterprises will ship AI products, how to build agents, and what 2024 holds for tech valuations.
1:02:49ENStop Being the Arrogant Doctor: Andy Raskin on Pitching a Movement, Not a ProductGast: Andy Raskin · Moderation: Lenny RachitskyStrategic narrative consultant Andy Raskin explains the five-part story structure behind pitches at Salesforce, Zuora and Gong, and how to make it your company's north star.
44:30ENOpen the Front Door: Emil Michael on Rebuilding U.S. Defense Around Startups, AI and Supply ChainsModeration: Sarah Guo, Elad GilThe Pentagon's research and engineering chief explains his six technology priorities, the rapid launch of GenAI.mil, and why new entrants and domestic manufacturing are now urgent.
1:10:32ENA Billion Dollars, No VC, Under 100 People: Surge AI's Edwin Chen on Data Quality and Where AI Is HeadingGast: Edwin Chen · Moderation: Lenny RachitskySurge AI's founder explains how a bootstrapped team built the leading human-data company, why he distrusts benchmarks, and how reinforcement learning environments are the next frontier.
1:07:22ENCars That Drive Empty: Emilio Frazzoli on Why Self-Driving Needs Rules, Not Just DataModeration: Lex FridmanThe nuTonomy CTO explains why full autonomy and shared fleets are where the value lies, and why the hardest open problem is deciding how vehicles should behave.
1:16:17ENFaster, But for What? Nicole Forsgren on Measuring Developer Productivity in the AI EraGast: Nicole Forsgren · Moderation: Lenny RachitskyThe creator of DORA and SPACE explains why most productivity metrics mislead, how AI changes flow and trust, and how to build a developer experience program that proves its value.
1:04:21ENOnboarding Is Growth's Biggest Lever: Lessons from Airtable's Former Head of GrowthGast: Lauryn Isford · Moderation: Lenny RachitskyLauryn Isford on rethinking experimentation, choosing a hard-to-reach activation metric, reverse trials, and the PLG funnel.
1:49:39ENNo Investors, 24 Profitable Years: Jason Fried on Staying Small, Trusting Your Gut and Making Money FirstGast: Jason Fried · Moderation: Lenny RachitskyThe 37signals co-founder explains how a 75-person, investor-free company has out-earned far larger rivals, and why he builds products in two-person, six-week cycles.
1:35:39ENMake Time: Pick a Daily Highlight and Build Barriers Against DistractionGast: Jake Knapp, John Zeratsky · Moderation: Lenny RachitskyJake Knapp and John Zeratsky walk through their four-step Make Time framework (highlight, laser, energize, reflect) and close with a short look at the design sprint.
1:34:57ENFifteen People, Four Products, Zero Handwritten Code: Inside Every's AI-First CompanyGast: Dan Shipper · Moderation: Lenny RachitskyEvery CEO Dan Shipper explains how his small team uses Claude Code, an AI operations lead and compounding engineering to do the work of a much larger company.
1:10:19ENThe Robot That Folded the Laundry: Physical Intelligence’s Three FrontiersModeration: Jacob EffronKarol Hausman and Danny Driess explain how robot foundation models moved from coded primitives to web-scale pretraining, and why performance is now the hard gate.
1:19:24ENMercury Said It Didn’t Need PMs—Then It Built a Product Org and a Multi-Product EngineModeration: Lenny RachitskyA product leader’s guide to hiring the first PMs, matching PM archetypes to stage, investing in quality, and building new product lines without letting the core smother them.
1:36:24ENBe a Willow Tree: Julie Zhuo on Managing Agents, Teams of Builders, and Data That DiagnosesGast: Julie Zhuo · Moderation: Lenny RachitskyThe former Facebook head of design and Sundial founder explains how management skills carry over to AI tools, why she hires no product managers, and what new managers still get wrong.
1:54:03ENStarving on Purpose: What Atlassian Learned About Building New Products Inside a GiantGast: Tanguy Crusson · Moderation: Lenny RachitskyTanguy Crusson walks through HipChat, Statuspage and Jira Product Discovery to explain why zero-to-one is so hard in a large company and how Atlassian's Point A incubator made room for it.
1:01:41ENDon't Outsource the Learning: Pete Kazanjy's Case for Founder-Led SalesGast: Pete Kazanjy · Moderation: Lenny RachitskyThe author of Founding Sales explains why B2B founders should sell for a long time themselves, how to know when to hire, and how to get better at selling.
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