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1:19:47ENScott Kirby on United’s Fleet Bet, Starlink and Airline EconomicsGast: Scott Kirby · Moderation: John Collison, Ben ThompsonUnited Airlines CEO Scott Kirby explains how he thinks about investing through downturns, building technology and running an airline network.
56:49ENAlfred Lin on Building in the AI Era: The Diffusion Gap, Founder Conviction, and Fire and IceAlfred Lin, Jason Zhang, Tanvir Bhathal · Sequoia CapitalAt Stanford AI Club, Sequoia’s Alfred Lin explains where he sees opportunity in AI and why learning, human understanding, and operating discipline still shape enduring companies.
1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsGast: Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
1:24:39ENMike Cannon-Brookes and 20VC on AI, Software Markets and LeadershipGast: Mike Cannon-Brookes, Jason Lemkin, Rory O’Driscoll · Moderation: Harry StebbingsThe Atlassian co-founder joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate AI spending, legal and support software, advertising and the demands on founders. Their financial figures and forecasts are claims or estimates, not independently verified results.
1:19:24ENOpenAI’s Jony Ive Deal, YC’s Scale and the Math Behind Venture ReturnsGast: Rory O’Driscoll, Jason Lemkin · Moderation: Harry StebbingsHarry Stebbings, Rory O’Driscoll and Jason Lemkin debate hardware, IPO terms, dilution and the changing economics of venture investing.
49:41ZH傅盛:大模型是生产力革命,机器人迎来新的窗口Gast: 傅盛 · Moderation: 张小珺傅盛认为,大模型的核心是逻辑与推理能力,它带来的变化更像蒸汽机,而不是一次普通的互联网迭代。从平民化模型、服务机器人到创业者如何面对低谷,他也回看了自己的判断与心境。
1:07:14ZH王亚军:情商不是组织的万能解法Gast: 王亚军 · Moderation: 张小珺龙湖前首席战略官王亚军谈情商、理性与组织协作:个人靠情商适应环境,企业却需要可扩展的共同方法。高管若只靠揣摩和关系维持运转,决策就会逐渐失去现实感。
44:53ENKeith Rabois and Eric Glyman on Ramp, Execution and Building MomentumGast: Keith Rabois, Eric Glyman · Moderation: Harry StebbingsThe investor and Ramp CEO explain business equations, time audits and management practices, while discussing the company’s finance automation ambitions.
53:06ENSam Altman and Brad Lightcap on OpenAI, Compute and AI StartupsGast: Sam Altman, Brad Lightcap · Moderation: Harry StebbingsOpenAI’s CEO and COO discuss their partnership, model progress, enterprise adoption and how startups might build alongside improving AI.
57:16ENJack Altman, Auren Hoffman and Jason Lemkin Debate Founder-Led Venture FundsGast: Jack Altman, Auren Hoffman, Jason Lemkin · Moderation: Harry StebbingsThe operators and investors discuss founder advice, limited-partner obligations, time trade-offs and whether their model can scale.
1:13:49ENMarcelo Claure and Shu Nyatta on Building Bicycle Capital in Latin AmericaGast: Marcelo Claure, Shu Nyatta · Moderation: Harry StebbingsThe former SoftBank partners discuss a proposed growth fund, regional liquidity and lessons from missed opportunities and investment mistakes.
1:10:50ENSix Sales Leaders on Building Careers and Raising FamiliesGast: Jessica Arnold, Lauren Schwartz, Stevie Case, Renu Gupta, Maggie Hott, Julie Maresca · Moderation: Harry StebbingsA 20Sales panel discusses boundaries, parental leave, supportive managers and the realities of working motherhood.
49:22ENJeffrey Katzenberg and Sujay Jaswa on Quibi, Talent and Building WndrCoGast: Jeffrey Katzenberg, Sujay Jaswa · Moderation: Harry StebbingsThe WndrCo co-founders discuss what they learned from Dropbox, DreamWorks and Quibi, and debate hiring and the role of in-person work.
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.









