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58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGast: Gili Raanan · Moderation: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to SellGast: Mike Maples · Moderation: Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOGast: Dax Dasilva · Moderation: Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomModeration: Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
1:10:18ENTom Blomfield on YC, Fundraising and the Founder’s JobGast: Tom Blomfield · Moderation: Harry StebbingsThe Monzo co-founder and YC partner discusses selecting founders, running a batch and balancing a large vision with immediate execution.
1:02:14ENRujul Zaparde on Building Zip, Hiring for Potential and Moving FastGast: Rujul Zaparde · Moderation: Harry StebbingsThe Zip co-founder explains how a procurement problem became a company, why repeatability matters, and how he balances speed with creativity and careful hiring.
1:44:48ENDaniel Dines on Building UiPath, Risk and Finding PeaceGast: Daniel Dines · Moderation: Harry StebbingsThe UiPath founder traces his path from learning C++ without a computer to finding a global market for automation, and reflects on leadership, money and the costs of growth.
52:54ENVickie Peng on Building Less, Measuring Customer Value and Finding Product-Market FitGast: Vickie Peng · Moderation: Harry StebbingsThe Sequoia product leader explains how to learn with less product, choose meaningful metrics and recognize different customer mindsets.
1:09:17ENGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessGast: Gili Raanan · Moderation: Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.
1:10:10ENBrian Balfour on Growth Loops, Channel Fit and Building a Repeatable Growth SystemGast: Brian Balfour · Moderation: Harry StebbingsThe Reforge founder and former HubSpot growth leader explains how to identify constraints, choose channels and avoid mistaking attention for sustainable growth.
1:18:41ENGuy Podjarny on Snyk, Product-Market Fit and Building Durable AdvantageGast: Guy Podjarny · Moderation: Harry StebbingsThe Snyk founder and angel investor explains how to reason about future markets, focus messaging and learn through iteration.
1:33:36ENMike Salguero on Bootstrapping ButcherBox and Subscription EconomicsGast: Mike Salguero · Moderation: Harry StebbingsThe ButcherBox founder explains customer acquisition, per-box margins and the trade-offs behind building without venture capital.
1:03:08ENJag Duggal on Customer Discovery, Product Strategy and Scaling NubankGast: Jag Duggal · Moderation: Harry StebbingsNubank’s product leader explains why clear hypotheses, customer love and small autonomous teams matter as a company grows.
1:03:41ENAdam Grenier on Building Growth into the BusinessGast: Adam Grenier · Moderation: Harry StebbingsThe former Uber growth leader explains marketplace acquisition, hiring, retention and the limits of attribution through lessons from Uber, Lambda School and MasterClass.
1:01:55ENMike Duboe on Growth Teams, Experiments and Paid MarketingGast: Mike Duboe · Moderation: Harry StebbingsThe former Stitch Fix growth leader explains how to choose meaningful metrics, hire for growth and test whether marketing actually creates demand.
48:52ENUsers Wanted a Better Brush. Runway Built One-Click GreenscreenModeration: Sarah Guo, Elad GilRunway CEO Cristobal Valenzuela on why a model is not a product, why filmmakers hacked a four-frame-per-second tool, and why 80 percent is enough when nobody dies.
2:29:24ENA Hundred Users Signed Up and Never Came BackGast: Brian Armstrong · Moderation: Lex FridmanCoinbase CEO Brian Armstrong on the buy button that found product-market fit, why he wants customers to leave his platform, and a company that refuses to be a political square.
2:44:38ENPosting a photo of this moment was not a product category yetGast: Kevin Systrom · Moderation: Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
37:38ENThe Best-Selling Vacuum in America Is a RobotGast: Colin Angle · Moderation: Lex FridmaniRobot CEO Colin Angle on why most robotics companies die, why a Roomba is costed by weight, and why printing privacy promises on the box would hurt sales.
1:27:13ENFour Levels of Product-Market Fit: First Round's Playbook for B2B FoundersGast: Todd Jackson · Moderation: Lenny RachitskyTodd Jackson of First Round Capital walks through a staged framework for finding product-market fit, the benchmarks for each stage, and the four Ps you can change when you're stuck.
2:14:15ENEric Ries on the Lean Startup After 12 Years: What MVPs Really Mean, When to Pivot, and Building Companies for Human FlourishingGast: Eric Ries · Moderation: Lenny RachitskyThe author of The Lean Startup revisits misconceptions about MVPs and pivots, offers advice for stuck founders, and argues that governance, not just product, decides whether companies do good.
1:05:20ENPolite Interest Is Not Demand: How Wiz Found Product-Market Fit, and Then Made Some NoiseGast: Raaz Herzberg · Moderation: Lenny RachitskyRaaz Herzberg, Wiz's CMO and VP of product strategy, tells how the company's early pivot worked, why she moved from product into marketing, and what she learned along the way.
2:35:00ENSilence, Sharpies and Support Tickets: Jeff Weinstein's Product Playbook from StripeGast: Jeff Weinstein · Moderation: Lenny RachitskyThe former Stripe payments and Atlas product lead explains how he finds burning customer problems, picks metrics that matter, keeps quality high, and gets new products shipped inside a big company.
1:34:55ENInside $3.5 Billion of Paid Growth: Creative Testing, Attribution Humility and Channel DiversificationGast: Jonathan Becker · Moderation: Lenny RachitskyJonathan Becker of Thrive Digital explains how performance marketing really works after the privacy shifts, and where creative, measurement and AI fit in.
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