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29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantHost Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
1:17:51ENTom Hulme on Angel Returns, Venture Discipline and AI InvestingGuest Tom Hulme · Host Harry StebbingsThe GV managing partner separates cash and paper returns, reflects on investment mistakes and explains his view of AI competition.
1:05:50ENSarah Tavel on AI Applications, Model Economics and Venture InvestingGuest Sarah Tavel · Host Harry StebbingsThe Benchmark partner explains her thesis on selling AI-driven work, the economics of frontier models and what she looks for in founders.
29:28ENDevin Will Not Replace Engineers. It Will Multiply Them, Says Cognition’s Scott WuHost Sarah Guo, Elad GilThe IOI champion behind Devin explains why an AI software engineer that you can watch over the shoulder creates more human engineers, not fewer.
16:22ENHarrison Chase on Planning, Interface Design and Memory for AI AgentsMatthew Berman, Harrison Chase · Forward FutureThe LangChain CEO outlines open questions for agent builders, with commentary from Matthew Berman on oversight, workflows and memory.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit PricesGuest Mark Suster · Host Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
51:00ENArthur Mensch on Mistral’s Open Models, Compute and Developer StrategyGuest Arthur Mensch · Host Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.
52:51ENAdam Gross on Building Product-Led Growth as a Business ModelGuest Adam Gross · Host Harry StebbingsThe former Heroku CEO explains how individual adoption becomes team and enterprise value, and why acquisition, product and sales must fit together.
31:24ENSora's Leads: A Minute of HD Video Is Just the GPT-1 of Video ModelsHost Sarah Guo, Elad GilAditya Ramesh, Tim Brooks, and Bill Peebles tell No Priors why text-to-video sits on the path to AGI, why they started from scratch instead of extending an image generator, and why they still have no product date.
1:02:14ENRujul Zaparde on Building Zip, Hiring for Potential and Moving FastGuest Rujul Zaparde · Host 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.
2:35:24ENThe Equation Was Smarter Than EinsteinGuest Sean Carroll · Host Lex FridmanSean Carroll tells Lex Fridman why general relativity is the most beautiful theory in physics, and why its equation predicted black holes, gravitational waves, and the Big Bang before anyone, including Einstein, understood them.
1:44:48ENDaniel Dines on Building UiPath, Risk and Finding PeaceGuest Daniel Dines · Host 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.
2:27:51ENNeil Adams Still Wakes in a Sweat From an Olympic Final He Cannot ReachGuest Neil Adams · Host Lex FridmanThe judo world champion and two-time Olympic silver medalist talks with Lex Fridman about Moscow, Los Angeles, the luxury of danger, and why a real champion is the one who does the right thing when they lose.
52:52ENGirish Mathrubootham on Freshworks Pricing, Products and ScalingGuest Girish Mathrubootham · Host Harry StebbingsThe Freshworks founder shares lessons from self-service software, a multi-product strategy, executive hiring and investing in Indian startups.
24:32ENImage Generation Is Still a Loot Box. Suhail Doshi Wants to Scale PixelsHost Sarah Guo, Elad GilThe Playground AI founder tells No Priors why he skipped language models, how a noise-sampling trick fixed SDXL's muddy brightness, and what a large vision model would actually do.
52:54ENVickie Peng on Building Less, Measuring Customer Value and Finding Product-Market FitGuest Vickie Peng · Host Harry StebbingsThe Sequoia product leader explains how to learn with less product, choose meaningful metrics and recognize different customer mindsets.
2:50:44ENThe Pirahã Have No Word for OneGuest Edward Gibson · Host Lex FridmanMIT psycholinguist Ted Gibson tells Lex Fridman why related words sit together, why language is not thought, and why large language models ace form while missing meaning.
21:02ENLimitless Pendant: A 2024 AI Wearable Launch and Its Privacy PromisesMatthew Berman, Dan Siroker · Forward FutureMatthew Berman watches the original Limitless announcement, weighing its promised recording features, consent controls and price against the risk of buying future functionality.
2:51:59ENWhat's on Your Mind: Andrew Callaghan's Gonzo Tour of the American EdgeGuest Andrew Callaghan · Host Lex FridmanThe Channel 5 host tells Lex Fridman how a three-word question, a 70-day hitchhike, and a Molotov on Lake Street turned comedy bits into a beat at the margins.
1:15:57ENSam Blond on Hiring Sales Teams and Making Outbound WorkGuest Sam Blond · Host Harry StebbingsThe former Brex sales leader explains how founders can hire early reps, diagnose demand bottlenecks and build more distinctive outreach.
26:03ENGPT-4-Class Models Will Be Cheap. The Frontier Will Still Need a Patron.Host Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Mosaic’s Law, Microsoft’s Inflection hire, where the real money sits, and why the first AI wave looks consumer.
1:09:50ENKevin Ryan on Founders, Venture Ownership and Building CompaniesGuest Kevin Ryan · Host Harry StebbingsThe AlleyCorp founder discusses market selection, incubation economics, fundraising and liquidity, drawing on successes and losses across his career.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIGuest Bastian Lehmann · Host Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
2:43:13ENThirty-Three Minutes He Cannot RememberGuest Bassem Youssef · Host Lex FridmanComedian Bassem Youssef tells Lex Fridman why he walked into a Piers Morgan interview he expected to lose, and what Gaza, satire, and power look like from there.
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