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27:55ENTheo on Anthropic’s Reported Profit Forecast and AI Revenue GrowthTheoA discussion of annualized revenue, cloud distribution, usage-based pricing and the limits of a reported quarterly forecast.
26:40ENMatthew Prince and Harry Stebbings Debate How Narrowly Startups Should FocusGast: Matthew Prince · Moderation: Harry StebbingsThe Cloudflare co-founder and 20VC host examine early customers, ambitious visions and the different goals of venture-backed and bootstrapped companies.
26:42ENSeeing the Matrix as a Product Leader: Scott Belsky’s Cardinal Rules for Products People LoveModeration: Lenny RachitskyScott Belsky distills hard-won lessons on simplicity, defaults, empathy, talent and taste in the age of AI.
23:57ENWrite Your Last Roadmap: Claire Vo on Building When Code Is CheapModeration: Lenny RachitskyIn a talk at the Lenny and Friends Summit, Claire Vo argues that cheap AI execution has made feature roadmaps dangerous and that teams should plan around convictions and evidence instead.









