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44:16ENA perfect demo is ten years from a product you can pay forHost Sarah Guo, Elad GilAndrej Karpathy uses Waymo's decade-long gap, Tesla's software bet, and a new AI course to argue that autonomous intelligence will stall at product and globalization, not at the first impressive clip.
1:03:46ENZico Kolter on AI Safety, Scaling and the Limits of Open ModelsGuest Zico Kolter · Host Harry StebbingsThe Carnegie Mellon researcher and OpenAI board member explains why prompt injection worries him, how he thinks about open weights, and why AI progress remains uncertain.
37:47ENWorking Backwards from AGI: Magic's Five-Million-Token BetHost Sarah Guo, Elad GilEric Steinberger wants a coding colleague you trust like a teammate — and a world that is still a good place thirty years after AGI.
40:33ENScott Gorlick on Uber’s Driver Acquisition and City Launch PlaybookGuest Scott Gorlick · Host Harry StebbingsAn early Uber employee recalls recruiting drivers, building local teams and managing competition as the company expanded.
4:10:28ENNinety-eight percent of American politics is the moneyGuest Cenk Uygur · Host Lex FridmanCenk Uygur tells Lex Fridman that corporatism, not left versus right, is the system that actually runs Washington — and that the only way out is to starve it of private cash.
42:59ENAWS Is a $100 Billion Cloud. Matt Garman Still Sees a 10x Migration AheadHost Sarah Guo, Elad GilAmazon Web Services’ new CEO tells No Priors why 85 percent of workloads are still on-prem, how Bedrock was built from three bets, and why startups remain the company’s growth engine.
50:20ENArvind Narayanan on AI Scaling, Real-World Risks and the Limits of Model BenchmarksGuest Arvind Narayanan · Host Harry StebbingsThe Princeton professor challenges simple claims about scaling, AGI timelines and AI adoption while discussing deepfakes, healthcare, education and security.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentGuest Imran Khan · Host Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
1:33:32ENMatt Wolfe and Matthew Berman on AI Robots, Art, Companionship and AgentsMatthew Berman, Matt Wolfe · Forward FutureIn an August 2024 livestream, the creators discuss a Unitree robot, generative art, AI companionship and audience questions about local models and future work.
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.
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