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48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
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.
44:26ENAn AI Application Is Still an ApplicationMongoDB's Sahir Azam tells Sequoia why vector search is a new primitive for unstructured data, not a replacement for transactions, and why retrieval quality is the last mile that gets AI into conservative enterprises.
1:10:07ENSame Intelligence, 1% of the Price: Logan Kilpatrick on Gemini FlashModeration: Nathan LabenzA former OpenAI developer-relations lead, now the product manager for Google AI Studio, walks through what Gemini 1.5 Flash actually changes for builders.
39:25ENThree Engineers, Three Weeks: The Internal LLM Tool Half of Stripe Uses Every WeekModeration: Sarah Guo, Elad GilEmily Glassberg Sands, Stripe's head of information, explains how a non-AI company got generative AI into employees' hands, then into Radar, Sigma, and the products customers actually pay for.
32:34ENTen Thousand Certified Engineers in a Year: Google Cloud's Order of Operations for Enterprise AIModeration: Sarah Guo, Elad GilKawal Gandhi, head of generative AI in Google Cloud's Office of the CTO, walks Sarah Guo and Elad Gil through dogfooding, the efficiency-productivity-creativity ladder, and why customer weights are the IP that cannot leak.
3:34:03ENPython Isn't Finished: Chris Lattner on Mojo and the Hardware MessGast: Chris Lattner · Moderation: Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
52:11ENJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentModeration: Sarah Guo, Elad GilThe NVIDIA CEO tells No Priors how CUDA survived a decade without customers, why the company tries to stay lazy, and what he wants built for drugs and climate.
57:44ENKevin Scott: Treat AI Like a Hash Table, and Measure Platforms by What Others EarnGast: Kevin Scott · Moderation: Lex FridmanMicrosoft's CTO talks radical markets, data dignity, Dunbar's number, and why a platform fails if only a handful of companies decide what AI is for.
45:00ENAgents Everywhere: OpenAI's Blueprint for Tool Use, Evals, and Computer-Use InfrastructureModeration: Jacob EffronOpenAI's API platform team explains how agents are moving from deterministic workflows to reasoning-driven tool use, and what developers still lack.









