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3:45:44ENDecline Is a Choice: Marc Andreessen on Power, Censorship, and a Second Roaring TwentiesGuest Marc Andreessen · Host Lex FridmanThe United States is adding a trillion dollars of national debt every 100 days — and Andreessen says the boom is still there if the country wants it.
1:00:05ENIf Someone Builds a Better Spark Product, We Deserve to LoseIon Stoica on how Databricks turned academic open source into a data-and-AI company — and which problems he thinks will matter more tomorrow than today.
23:37ENA Hundred GPUs in Seconds: Why Modal Threw Out Docker and KubernetesHost Sarah Guo, Elad GilErik Bernhardsson tells Elad Gil that AI inference is too bursty for year-long GPU contracts, and that the cloud should feel as fast as a laptop.
31:18ENElias Torres sold a billion-dollar company and called it a failure. Agency is the redo.Host Sarah Guo, Elad GilThe Drift founder wants $1 billion in revenue with 100 people, one email address, and software that works like a text to someone who actually shows up.
38:48ENWho Wants to Chat With an Expense Report?Ramp CEO Eric Glyman tells Sequoia why the chatbot gold rush missed the point, and why the better analogy for company finance is a Waymo: self-driving money.
51:38ENClay Wants to Be a Guitar, Not a Microwave, for Go-to-Market TeamsKareem Amin tells Sequoia’s Alfred Lin why Clay is building a system of action for growth rather than an AI that replaces SDRs.
56:10ENDeepL Beat Google at Translation by Refusing to Be a General ModelHost Jacob EffronOnly 18 percent of the world speaks English—and a Cologne startup turned that fact into a $2 billion language-AI company.
1:59:47ENBCI Would Take 30 Years. This Studio Pivoted to Alignment InsteadHost Nathan LabenzJudd Rosenblatt and Mike Vaiana of AE Studio describe two biologically inspired results that do not need interpretability breakthroughs to work.
55:05EN400,000 Customers, 100 Million AI Tasks: Zapier’s CEO on Making Computers Do More WorkHost Nathan LabenzWade Foster tells Nathan Labenz how a no-code automation company absorbed LLMs, cloned its CEO with a prompt, and is trying to turn a DIY toolkit into packaged solutions.
31:29ENRippling skipped the chatbot and stamped employees after 90 days of workHost Sarah Guo, Elad GilCOO Matt MacInnis tells No Priors how Talent Signal reads source code, tickets, and customer conversations, then gives managers one calibrated label: high potential, typical, or pay attention.
51:15ENAGI Has One Problem Left: Spend a Million Times More on a TokenMagic founder Eric Steinberger tells Sequoia’s Training Data why he trains his own models, why a software engineer is the MVP of AGI, and why 96% still is not a colleague.
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.
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.
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.
1:07:34ENGitHub Didn’t Believe Copilot Was Writing 25% of the CodeThomas Dohmke tells Sequoia how an unplanned GPT-3 experiment became Copilot, why GitHub still will not train its own foundation model, and how he wants a billion people writing software by 2030.
46:47ENEditing Video Like a Document: How Descript Puts AI in the Copilot SeatHost Nathan LabenzDescript CEO Andrew Mason on Underlord, why the timeline had to die, and what a ten-times-more-expensive editor would look like.
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.
51:36ENKlarna's AI Took 700 Customer-Service Jobs. The Secret Was the ManualCEO Sebastian Siemiatkowski tells Sequoia how an OpenAI guinea-pig bet, a dispute-queue Slack message, and documentation written for an amnesiac employee produced $40 million of profit.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartHost Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating SystemHost Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
3:04:08ENWalk the Rooms: Ivanka Trump on Building, Politics, and the Cost of Hitting SendGuest Ivanka Trump · Host Lex FridmanIn 1960s Czechoslovakia, a 14-year-old ski racer came home from Austria and reported first to the local police — enough detail to be believed, not enough to look like a flight risk.
3:02:16ENThe journey begins after the answer: Perplexity CEO Aravind Srinivas on search and curiosityGuest Aravind Srinivas · Host Lex FridmanIn 2022, Perplexity's first hire asked about health insurance — and four PhDs could not get a clear answer from Google.
52:45ENA $150 million model, $5 million six months later: Benchmark’s AI investment mathHost Nathan LabenzEric Vishria and Quilter’s Sergiy Nesterenko explain why PCB layout is not a Copilot problem, why human board data would be the wrong training set, and which AI companies look like sugar highs.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomHost Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
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