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1:33:07ZH → EnglishLi Guangmi on a Year in Global LLMs: Scaling Law, the AGI Bet, and the US–China LandscapeGuest 李广密 · Host 张小珺Drawing on his front-row view from Silicon Valley, Shixiang Capital founder Li Guangmi looks back at the competition among OpenAI, Anthropic, Google, and Chinese model companies. He argues that model capability and cost together will shape the next wave of applications, while today’s enormous investments are bets on whether intelligence can keep scaling and how AI will reshape the economy and industry over the long term.
1:14:56ZH → EnglishWang Yajun on Jensen Huang’s Organizational System: Using Distributed Decision-Making to Drive InnovationGuest 王亚军 · Host 张小珺Wang Yajun, former chief strategy officer at Longfor Group, examines how strategy, products, and organization fit together through Nvidia’s practices: no layoffs, 60 direct reports, and little long-term planning. The point is not to copy the forms, but to build candor, trust, and lateral collaboration so more people have the information they need to make decisions.
56:28ENLaela Sturdy on Growth Investing, Second Acts and Building Durable CompaniesGuest Laela Sturdy · Host Harry StebbingsCapitalG’s managing partner explains how she assesses expansion, entry price and public-market readiness—and why conviction must extend beyond a founder’s story.
48:20ENNot Spending $100 Is a Hundred Times Better Than a Dollar BackHost Sarah Guo, Elad GilRamp co-founders Eric Glyman and Karim Atiyeh walk through self-driving money, Iron Man suits for sales, and why they never lead with the word AI.
1:05:48ENKaz Nejatian on Shopify: Building Complete Products and a Company for the Long TermGuest Kaz Nejatian · Host Harry StebbingsShopify’s COO explains its product culture, internal tools and partnerships, and reflects on remote work, information flow and leadership.
2:12:04ENCraig Jones Drove a Bag of Cash to Rogan — Then Put $2 Million on a Jiu-Jitsu MatGuest Craig Jones · Host Lex FridmanThe Australian grappler tells Lex Fridman how a Kazakhstan horse pit led to Ukraine, FPV drones, coral-belt trolling, and a tournament scheduled against ADCC.
7:17ENErik and Martin Demaine on the Mathematics of Curved-Crease SculptureErik Demaine, Martin Demaine · MITThe MIT father-and-son collaborators turn paper folding into art and research, embedding puzzles and mathematical fonts in their sculpture Solve Me.
1:08:50ENShaun Maguire on Foreign Policy, Speech and Venture InvestingGuest Shaun Maguire · Host Harry StebbingsThe Sequoia partner shares controversial views on Iran, the US election and Europe, then discusses SpaceX, X and venture investing.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOGuest Dax Dasilva · Host 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.
33:10ENA Weekend Prototype Now Autocompletes a Third of Brex ExpensesHost Sarah Guo, Elad GilPedro Franceschi tells Sarah Guo and Elad Gil how a 48-hour GPT-3.5 hack became an assistant for 30,000 companies — and why firing 20,000 customers was a leadership-bandwidth decision.
1:22:41ENAlexis Ohanian on Angel City, Sports Ownership and the Business of AttentionGuest Alexis Ohanian · Host Harry StebbingsThe investor explains his Angel City thesis, the club’s revenue and governance, and why he sees value in sports storytelling and creators.
1:13:02ENDavid Cahn on AI Infrastructure, Capital Spending and Venture ConvictionGuest David Cahn · Host Harry StebbingsThe Sequoia investor examines data centers, chips and power before explaining how he evaluates companies and builds conviction.
58:31ENBen Fiechtner on Deal Design, Forecasting and Building Sales TeamsGuest Ben Fiechtner · Host Harry StebbingsClari’s chief revenue officer explains his quarterly sales cadence, how to find real buying constraints, and what he looks for when hiring.
8:37:34ENThe first Neuralink patient beat a world record with most of his electrodes goneGuest Elon Musk · Host Lex FridmanLex Fridman talks with Elon Musk, the Neuralink team, and Noland Arbaugh about a wireless brain implant, the software that rescued it, and why bandwidth is Musk’s bet on living with AI.
46:09ENOriol Vinyals: The Days of Burning 90% of Compute on Pretraining Are NumberedHost Sarah Guo, Elad GilGoogle DeepMind’s VP of research on Gemini, long context, the coming shift from pretraining to RL, and why AGI may never have a finish line.
1:09:06ENEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIGuest Ethan Mollick · Host Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
1:18:56ENDelian Asparouhov on Founders Fund, Conviction and Building CompaniesGuest Delian Asparouhov · Host Harry StebbingsThe investor and Varda co-founder discusses venture partnerships, founder leadership, aerospace and the personal beliefs shaping his work.
52:53ENNilan Peiris on Wise: Product Value, Word of Mouth and Disciplined GrowthGuest Nilan Peiris · Host Harry StebbingsWise’s chief product officer explains how clear savings, useful content and careful acquisition spending supported growth, and where experiments fell short.
44:08ENMark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
41:25ENEven If the Models Froze Today, We've Extracted One-Millionth of the ValueHost Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
1:09:44ENKevin Hartz on Airbnb, Holding Winners and the Tradeoffs of Venture InvestingGuest Kevin Hartz · Host Harry StebbingsThe A* co-founder discusses an exploding term sheet, fund liquidity, founder selection and why he prefers to hold exceptional companies.
2:46:20ENJordan Jonas Won Alone Season 6 Without Losing a PoundGuest Jordan Jonas · Host Lex FridmanThe survivalist tells Lex Fridman how a moose, a wolverine, freight trains, and a year with Evenki herders taught him to hunt, to wait, and to stay a candle when the woods go quiet.
49:51ENCameron Adams on Canva: Designing for Delight, Depth and ChangeGuest Cameron Adams · Host Harry StebbingsThe Canva co-founder discusses onboarding, AI, enterprise products and the decisions behind launches that succeeded or fell short.
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