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15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGast: Julien Bek · Moderation: Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
3:12:58ENOne Cold Shower, Twenty Champions: How Khabib Nurmagomedov Was ForgedGast: Khabib Nurmagomedov · Moderation: Lex FridmanIn a Makhachkala school gym, seventy men shared one shower, and the water was only cold.
1:34:29ENJacob Baskin on Building Superstore and Scheduling the HiveYaron Minsky, Jacob Baskin · Jane StreetThe Jane Street engineer traces the design choices behind a distributed analytical database and the challenge of allocating a growing research cluster.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGast: Oren Zeev · Moderation: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:09:11ZH广密谈大模型分化、AI 产品与创业窗口Gast: 广密 · Moderation: 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGast: Miles Dieffenbach · Moderation: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesGast: Larry Aschebrook · Moderation: Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsGast: Taavet Hinrikus · Moderation: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsGast: Ernest Garcia · Moderation: Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGast: Peter Singlehurst · Moderation: Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceGast: Narendra Modi · Moderation: Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellGast: Jake Saper · Moderation: Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGast: Max Levchin · Moderation: Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIGast: Nabeel Hyatt · Moderation: Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedModeration: Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
3:35:06ENThe 18-year-old who cannot remember America without TrumpGast: Saagar Enjeti · Moderation: Lex FridmanSaagar Enjeti tells Lex Fridman why 2024 realigned the country along a college degree, and why MAGA is a rejection of cultural elitism rather than a policy program.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing FoundersGast: Cem Sertoglu · Moderation: Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
56:18ENMark Goldberg on Building Chemistry and Rethinking Venture PartnershipsGast: Mark Goldberg · Moderation: Harry StebbingsThe former Index partner discusses his new fund’s decision-making, reserves and founder relationships, while debating valuations and the pressures on large venture firms.
49:33ENShardul Shah on Venture Conviction, Outliers and Decisions at IndexGast: Shardul Shah · Moderation: Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
1:09:27ENNick Chirls on Venture Incentives, Founder Trust and Overlooked MarketsGast: Nicholas Chirls · Moderation: Harry StebbingsThe Asylum Ventures founder debates fees, investor protections and the trade-offs of early-stage investing with Harry Stebbings.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentGast: Imran Khan · Moderation: Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:08:29ZHColin:企业内斗与内耗,如何从竞争走向消耗Gast: Colin · Moderation: 张小珺从战略、制度、组织文化和个人处境出发,Colin 与张小珺讨论竞争何时有益,以及员工如何识别和应对内耗。
1:14:56ZH王亚军解读黄仁勋的组织系统:用分布式决策支撑创新Gast: 王亚军 · Moderation: 张小珺前龙湖集团 CSO 王亚军从战略、产品与组织的关系出发,拆解英伟达不裁员、六十名高管直报和少做计划等做法。关键不在照搬形式,而在于建立真实、信任和横向协作,让更多人掌握决策所需的信息。
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