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1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGuest Peter Singlehurst · Host Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
56:42ENYamini Rangan on HubSpot, AI and Competing in the MidmarketGuest Yamini Rangan · Host Harry StebbingsThe HubSpot CEO discusses founder transitions, product-led growth, AI pricing and serving larger customers without abandoning smaller ones.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceGuest Narendra Modi · Host Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
50:35ENCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearHost Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
1:12:13ENNiklas Östberg on Delivery Hero’s Growth, Acquisitions and the Cost of Moving Too FastGuest Niklas Östberg · Host Harry StebbingsThe Delivery Hero founder reflects on pandemic-era financing, a costly Gorillas investment and how to distinguish sustainable delivery growth from subsidized volume.
59:46ENIn Young Cho on Trading Research and Finding Signal in Financial DataYaron Minsky, In Young Cho · Jane StreetIn Young Cho and Ron Minsky discuss the blurred lines between trading, research, and engineering, and why machine learning in markets is difficult.
27:32ENOpenAI’s Responses API and Agents SDK: A Launch WalkthroughMatthew Berman · Forward FutureMatthew Berman reacts to a launch demonstration of web and file search, computer use, agent handoffs and tracing.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellGuest Jake Saper · Host Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
54:12ENJulian Teixeira on Hiring Sales Teams and Building a Repeatable ProcessGuest Julian Teixeira · Host Harry StebbingsThe 1Password CRO discusses early hires, team goals, outbound prospecting, compensation and inspecting deals as a company scales.
36:24ENThe Man Behind Humanity's Last Exam Says Superintelligence Strategy Should Copy NukesHost Sarah Guo, Elad GilDan Hendrycks tells No Priors that labs can only do basic anti-terror refusals, while the real risk-management problem is a geopolitical deterrent he calls mutually assured AI malfunction.
49:39ENAnton Osika on Lovable’s Launch, Early Retention and Building AI Products in EuropeGuest Anton Osika · Host Harry StebbingsThe Lovable co-founder explains the transition from an open-source experiment to a fast-growing app builder, and discusses hiring, fundraising and the limits of early retention data.
1:02:41ENMike Krieger on AI Products, Model Competition and the Future of CodingGuest Mike Krieger · Host Harry StebbingsAnthropic’s chief product officer explains how he thinks about product design, model differentiation and the limits of current AI tools.
52:59ENGeorge Bonaci on Growth Experiments, Hiring and Finding New ChannelsGuest George Bonaci · Host Harry StebbingsRamp’s growth leader discusses balancing speed with rigor, measuring results and building a team that can find opportunities beyond an existing playbook.
40:33ENModerna was only company 18. The real product is the company factoryHost Sarah Guo, Elad GilNoubar Afeyan tells No Priors how Flagship Pioneering turned starting companies into a profession, underwrites scientific uncertainty, and wants AI to run discovery the way Waymo drives.
1:09:19ENOscar Pierre on Glovo’s Fight for Funding, Expansion and Sale to Delivery HeroGuest Oscar Pierre · Host Harry StebbingsThe Glovo founder recounts a pivotal McDonald’s deal, repeated financing crises, a costly Brazil expansion and the decision to join Delivery Hero.
57:41ENA Hundred Million Cells, Four People, Three Days: Biology's ImageNet MomentHost Sarah Guo, Elad GilVevo Therapeutics and the Arc Institute open-sourced Tahoe-100M and a 230-million-cell atlas in the same week — and argued that virtual cells, not just protein folders, are the next language model of biology.
1:18:09ENSteeve Morin on AI Inference, Chips and the Cost of Switching HardwareGuest Steeve Morin · Host Harry StebbingsThe ZML founder explains the difference between training and production inference and offers a competitive view of the AI hardware market.
2:36:13ZH → EnglishSonglin Yang on New Attention Papers from DeepSeek, Kimi, and MiniMaxGuest Songlin Yang(松琳) · Host 张小珺From dynamic sparse attention to hybrid linear-attention architectures: how three approaches to long context balance training, inference, and hardware efficiency.
46:23ENAdarsh Hiremath on Mercor, AI Recruiting and the Future of WorkGuest Adarsh Hiremath · Host Harry StebbingsThe Mercor co-founder discusses expert labor for AI labs, automated interviews, fundraising and his vision for a global labor marketplace.
38:14ENKyle Vogt Pitched 120 Investors for Cruise. He Will Not Sell the Home-Robot CompanyHost Sarah Guo, Elad GilThe Twitch and Cruise co-founder tells Sarah Guo and Elad Gil why Tesla won on business model, why chores should be automated, and why a tiny AI-era team is enough.
1:25:52ENJonathan Ross on Groq, Inference Economics and the AI Infrastructure RaceGuest Jonathan Ross · Host Harry StebbingsThe Groq CEO explains his bet on inference chips, compares his company’s architecture with GPUs, and discusses the financing and power needed to scale.
53:07ZH → EnglishZhang Yaqin on the AGI Roadmap: Information, Physical, and Biological IntelligenceGuest 张亚勤 · Host 张小珺Zhang Yaqin divides AGI’s development into information, physical, and biological intelligence. Information intelligence may approach human levels within five years, general-purpose robots may take about ten, and biological intelligence could expand human memory and health in twenty. He also discusses how large models can give autonomous vehicles and robots more data, common sense, and ability to act.
45:31ENJerry Chow on Quantum Computing, Encryption, AI and Error CorrectionMatthew Berman, Jerry Chow · Forward FutureIBM’s quantum systems director explains qubits, cryogenic hardware, software and the work needed to make quantum computers useful.
1:20:53ENSolly Solomou on Building LADbible, Social Media and Expanding to the USGuest Solly Solomou · Host Harry StebbingsThe founder recounts buying a Facebook page, creating a media business and learning to lead through rapid change.
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