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1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityGuest Anton Osika · Host Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:09:11ZH → EnglishGuang Mi on the Diverging Paths of Large Models, AI Products, and the Startup WindowGuest 广密 · Host 张小珺Guang Mi reviews how model companies are splitting into different strategies, the brand moat around ChatGPT, and new opportunities opened by products such as Claude Code. He believes the window for AI startups is shrinking, but great product experiences, sound team judgment, and non-consensus innovation can still create room to win.
13:30ENHow AlphaGeometry Combines Logical Proof with Creative ConstructionAleph0Aleph0 explains how a symbolic geometry solver gets surprisingly far without AI, and how a language model supplies the auxiliary constructions that take it to Olympiad level.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonHost Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyGuest Keyu Jin · Host Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersGuest Martin Mignot · Host Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoHost Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
40:32ENMark Chen on GPT-5, Synthetic Data and the Future of AI ResearchMatthew Berman, Mark Chen · Forward FutureOpenAI’s head of research discusses training, agents, open-weight releases and evaluation with Matthew Berman in August 2025.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityGuest Miles Dieffenbach · Host Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledHost Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseGuest Jack Weatherford · Host Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionGuest Martin Casado · Host Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
58:47ENDaniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
1:27:41ENRon Minsky on the Saga of Multicore OCaml at Jane StreetYaron Minsky · Jane StreetA production migration exposed garbage-collector regressions, led to a new pacing design, and illustrated the difficulty of turning research into reliable infrastructure.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyHost Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIGuest Demis Hassabis · Host Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
1:07:41ENEdwin Chen on Building Surge and the Data Behind AI ModelsGuest Edwin Chen · Host Harry StebbingsThe Surge founder discusses a bootstrapped business, training-data quality and the limits he sees in AI benchmarks and synthetic data.
47:05ENLogan Kilpatrick on AI Developers, Interfaces, and the Future of ModelsMatthew Berman, Logan Kilpatrick · Forward FutureIn a July 2025 conversation, Google’s Logan Kilpatrick discusses Windsurf, agent interfaces, coding skills, Veo, and the shifting boundary between models and application scaffolding.
51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI CodingGuest Scott Wu · Host Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfHost Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
1:02:16ENVlad Tenev on Robinhood, Tokenized Assets and Building Financial ProductsGuest Vlad Tenev · Host Harry StebbingsThe Robinhood CEO discusses active traders, AI adoption, private-market tokens and the company’s plans for broader financial services.
6:08:48ENNobody Serious Believes Cookie Banners Help AnyoneGuest DHH · Host Lex FridmanLex Fridman talks with David Heinemeier Hansson for six hours about Ruby, Rails, AI, leaving the cloud, Apple's App Store, and why a small company can still refuse other people's money.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsHost Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
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