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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.
52:15ZH朱啸虎谈 AI 投资:先找客户需求,再考虑模型Gast: 朱啸虎 · Moderation: 张小珺金沙江主管合伙人解释他偏好应用层和企业服务的原因,也回顾错过字节跳动与投资饿了么的经历。
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.
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.
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.
37:15ENJeff Jordan on Building Two-Sided MarketplacesGast: Jeff Jordan · Moderation: Harry StebbingsThe former OpenTable CEO and a16z investor explains supply, demand, unit economics and marketplace timing through lessons from OpenTable, Airbnb, eBay and Instacart.
1:01:27ENShreyas Doshi on Product Metrics and Three Types of Product LeaderGast: Shreyas Doshi · Moderation: Harry StebbingsThe former Stripe product leader explains how to measure product success, hire for the work a company actually needs, and balance customer requests with strategy.
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.
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