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11 slides1:01:23EN
JSJane Street· Aug 27, 2025Will Crichton on Making Rust More UnderstandableWill Crichton · Brown UniversityOwnership visualizations, interactive trait diagnostics and program slicing illustrate an evidence-based approach to developer tools.Programming LanguagesSoftware engineeringDeveloper workflows & testing+1
1:23:11EN
20VC with Harry Stebbings· Aug 25, 2025Podcast · 2 speakersBessemer’s Byron Deeter on AI Growth, Venture Scale and LiquidityGuest Byron Deeter · Host Harry StebbingsDeeter discusses AI software economics, follow-on investments and the trade-offs facing venture firms and their limited partners.Venture CapitalSaaSAI Strategy+2
10:26:31EN
Lex Fridman· Aug 23, 2025Podcast · 2 speakersThe War on Terror's Only Gift Was Better Luke Skywalker HandsGuest Scott Horton · Host Lex FridmanScott Horton walks Lex Fridman through fifty years of U.S. wars, from Vietnam Syndrome to Ukraine, and argues the machinery never stops because it is not supposed to.Geopolitics
42:12EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 21, 2025Podcast · 2 speakersHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentHost Sarah Guo, Elad GilOn No Priors, Andrew Ng argues that agentic AI has made software cheap and fast, which moves the bottleneck to product judgment, error analysis, and the instinct to try an AI before adding headcount.AgentsAgent engineeringCoding agents+3
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20VC with Harry Stebbings· Aug 18, 2025Podcast · 2 speakersLovable 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.Vibe CodingAI startups & small teamsProduct Strategy+2
1:09:11ZH → English
Zhang Xiaojun Podcast· Aug 18, 2025Podcast · 2 speakersGuang 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.AI StrategyProduct StrategyProduct & UX+2
4 slides13:30EN
3Blue1Brown· Aug 17, 2025How 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.MathematicsReasoning & test-time computeAI research+2
47:18EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 14, 2025Podcast · 2 speakersThe 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.Infrastructure & deploymentInferenceAI cost & performance+3
1:49:29EN
Lex Fridman· Aug 13, 2025Podcast · 2 speakersChina 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.Enterprise & strategyGeopoliticsAI Strategy+3
1:22:51EN
20VC with Harry Stebbings· Aug 11, 2025Podcast · 2 speakersMartin 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.Venture CapitalInvestingFounders+2
45:17EN
No Priors: AI, Machine Learning, Tech, & Startups· Aug 7, 2025Podcast · 2 speakersA 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.Enterprise & strategyAI StrategyPricing Strategy+3
1:30:36EN
20VC with Harry Stebbings· Aug 4, 2025Podcast · 2 speakersMiles 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.Venture CapitalInvestingDecision Making+1
36:48EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 31, 2025Podcast · 2 speakersThe 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.Enterprise & strategyAI StrategyInfrastructure & deployment+3
4:30:02EN
Lex Fridman· Jul 31, 2025Podcast · 2 speakersGenghis 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.LeadershipGeopoliticsPolitical Philosophy
1:16:25EN
20VC with Harry Stebbings· Jul 28, 2025Podcast · 2 speakersMartin 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.AI StrategyVenture CapitalOpen-weight models+2
58:47EN
JSJane Street· Jul 28, 2025Daniel 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.Infrastructure & deploymentEnergyObservability & reliability+1
4 slides1:27:41EN
JSJane Street· Jul 24, 2025Ron Minsky on the Saga of Multicore OCaml at Jane StreetRon 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.Programming LanguagesSoftware engineeringObservability & reliability
32:59EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 24, 2025Podcast · 2 speakersA 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.Evals & observabilityData quality & curationHuman-in-the-loop validation+3
2:28:14EN
Lex Fridman· Jul 23, 2025Podcast · 2 speakersNature 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.Enterprise & strategyWorld modelsAGI+3
1:07:41EN
20VC with Harry Stebbings· Jul 21, 2025Podcast · 2 speakersEdwin 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.Data quality & curationCompany BuildingModels & training+2
47:05EN
MBMatthew Berman· Jul 21, 2025Logan 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.AI researchCoding agentsAgents+2
51:06EN
20VC with Harry Stebbings· Jul 18, 2025Podcast · 2 speakersScott 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.Coding agentsSoftware engineeringAcquisition Strategy+1
1:02:54EN
No Priors: AI, Machine Learning, Tech, & Startups· Jul 17, 2025Podcast · 2 speakersEnterprise 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.Coding agentsAgent engineeringEvals+3
1:02:16EN
20VC with Harry Stebbings· Jul 14, 2025Podcast · 2 speakersVlad 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.FintechCompany BuildingAI Adoption
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