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1:07:53ENChad Peets on Building Sales Teams, Hiring and Product CollaborationGuest Chad Peets · Host Harry StebbingsThe sales recruiter and investor discusses early customer discovery, sales economics, onboarding and the trade-offs of scaling a team.
42:42ENEthereum Once Held Two Thousand GPT-3 Clusters of GPUsHost Sarah Guo, Elad GilFoundry CEO Jared Quincy Davis on idle H100s, why today's AI cloud is still colocation, and how compound systems move work off giant interconnected clusters.
1:07:38ENAman Narang on Building Toast: Speed, Focus and Scaling a Restaurant PlatformGuest Aman Narang · Host Harry StebbingsThe Toast co-founder explains how the company pivoted to point of sale, learned to scale its team and expanded into payments and lending.
3:43:34ENAt 27, Pieter Levels Stared at a Hotel Ceiling. Then He Shipped Twelve Startups in a YearGuest Pieter Levels · Host Lex FridmanLex Fridman talks with the indie hacker behind Photo AI, Nomad List, and Remote OK about viral AI products, digital-nomad loneliness, and why he still deploys PHP to production from a sofa.
1:03:26ENAidan Gomez on Model Scaling, Data and Enterprise AIGuest Aidan Gomez · Host Harry StebbingsThe Cohere CEO discusses the economics of foundation models, enterprise adoption, AI agents and the future he hopes the technology will enable.
18:39ENAI Scientist, Grok-2 and Agent Q: Matthew Berman’s August 2024 AI News RoundupMatthew Berman · Forward FutureA week of model releases, web agents and AI research raises questions about benchmarks, automation and the gap between prototypes and predictions.
36:56ZH → EnglishAllen Wang on the Silicon Valley Bank Crisis and Risks Still to WatchGuest 王怀南 · Host 张小珺Soon after the 2023 failure, Wang Huainan and Zhang Xiaojun discuss depositor protection, bank liquidity, and possible effects on the startup ecosystem.
33:12ZH → EnglishNeal Zhang on Meta Layoffs and the Economics of Silicon Valley WorkGuest Neal Zhang · Host 张小珺After Meta’s 2022 layoffs, a product manager discusses employee reactions, severance, career choices, and the cost of living in China and the United States.
1:13:06ZH → EnglishShi Hongjun: Bringing Charlie Munger to China—and Starting His Life Over Through MungerGuest 施宏俊 · Host 张小珺The Poor Charlie's Almanack has sold more than 1.15 million copies in China. Publisher Shi Hongjun reflects on the judgment behind that success, the golden age of publishing, and shifts in distribution. He also explains how Charlie Munger's ideas led him to leave management and start Munger Academy.
1:08:29ZH → EnglishColin on Corporate Infighting: When Competition Becomes a DrainGuest Colin · Host 张小珺Colin and Zhang Xiaojun examine strategy, rules, culture and individual choices to distinguish useful competition from internal waste.
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.
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