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1:11:06ENReplit's Amjad Masad on Building Your Own Model, Latency, and the Next Billion Software CreatorsHost Jacob EffronThe Replit founder explains why AI should be native to the product, why he trained a small in-house model, and why he thinks software engineering is about to split in two.
1:22:43ENA Colleague With Its Own Computer: How a Small Team Built Grok Bot in a MonthHost Lenny RachitskyRoman Ugarte of SpaceXAI explains the decisions, hand-held onboarding and product philosophy behind Grok Bot, and what Cursor's culture taught him about staying ahead.
1:49:13ENThe Unfair Fight: How Breakthrough Startups Escape the PresentHost Lenny RachitskyMike Maples Jr. explains how breakthrough startups combine inflections, non-consensus insights, and founder-future fit, then act through movements, storytelling, and disagreeableness.
1:07:22ENCars That Drive Empty: Emilio Frazzoli on Why Self-Driving Needs Rules, Not Just DataHost Lex FridmanThe nuTonomy CTO explains why full autonomy and shared fleets are where the value lies, and why the hardest open problem is deciding how vehicles should behave.
1:10:19ENThe Robot That Folded the Laundry: Physical Intelligence’s Three FrontiersHost Jacob EffronKarol Hausman and Danny Driess explain how robot foundation models moved from coded primitives to web-scale pretraining, and why performance is now the hard gate.
1:50:25ENFrom Email Client to AI Agent: How Shortwave Rebuilt Itself for the Tidal WaveHost Nathan LabenzShortwave CEO Andrew Lee explains the agent architecture, caching economics and tiny-team culture behind the company's hockey-stick growth.
40:00ENThe Winds of Change: How Mistral Plans to Win the Open-Model EraHost Jacob EffronArthur Mensch explains Mistral's open-source strategy, enterprise distribution, model research, and views on AI regulation and sovereignty.
1:00:10ENThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabHost Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
1:09:00ENThe Meeting Is the Moat: Fireflies.ai’s Path to 16 Million UsersHost Jacob EffronKrish Ramani explains how Fireflies.ai turned AI note-taking into a meeting chief of staff, why he avoids fine-tuning, and how a startup competes with Microsoft, Zoom, and Google.
58:19ENRunway's Chris Valenzuela on Why Taste Beats Tools in Generative MediaHost Jacob EffronChris Valenzuela, CEO of Runway, explains why generative media is still early, how taste and iteration shape the work, and what has to change before AI media becomes a new art form.
54:05ENServal's Jake Stout on Outbuilding ServiceNow: Mirror the System of Record, Bet on Code, and Ship Before the Incumbent Can Book a MeetingHost Jacob EffronHow an AI-native employee-support startup attacks a legacy ITSM incumbent with velocity, code-generated workflows and a permissions-first architecture.
1:39:22ENRust-Proofing a Company: Eric Ries on Why Success Corrupts and Governance ProtectsHost Lenny RachitskyThe author of The Lean Startup explains why good companies go bad, and the charters, trusts and habits that keep a mission intact.
1:25:49ENShip Weekly, Cut Scope, and Keep a Secret Roadmap: How Captions Builds in the AI EraHost Lenny RachitskyGaurav Misra explains how a modern AI startup turns constant model progress into weekly shipped products, technical debt as leverage, and talking-video tools for non-professionals.
17:35ENHands Off the Wheel in San Diego: A Comma Two Demo Drive and a Tour of comma.ai's Hardware ShopHost Lex FridmanAfter their podcast conversation, George Hotz takes Lex Fridman on an openpilot drive and then through the comma.ai offices, dashboards, assembly line and compute cluster.
1:19:24ENLoops, Local Maxima and Ambition: Anish Acharya on How AI Rewires Companies and Consumer ProductsHost Lenny Rachitskya16z's Anish Acharya argues that companies will become stacks of AI loops guided by human intuition, and that the biggest consumer prize is a loop that makes people happier.
1:31:50ENZero to $80M in Six Months: How a Solo Founder Bootstrapped Base44 to a Wix ExitHost Lenny RachitskyMaor Shlomo explains how he built and grew the AI app builder Base44 without outside funding, the stack and habits that let one person compete with well-funded rivals, and how the Wix acquisition came together.
1:42:11ENTwenty Agents, 1.2 Humans: Inside SaaStr's AI-Run Sales TeamHost Lenny RachitskyJason Lemkin explains how SaaStr replaced a ten-person go-to-market team with AI agents, what it took to train them, and who survives the shift.
37:18ENFrom Intelligent Copilots to Aurora: Sterling Anderson on Shared Control and Building a Self-Driving CompanyHost Lex FridmanA guest lecture in MIT's 6.S094 course tracing Anderson's path from shared human-machine control research, through Tesla Autopilot, to co-founding Aurora.
51:45ENCameras Optional: HeyGen's Joshua Xu on Avatars, Orchestration and Building Ahead of the ModelsHost Jacob EffronHeyGen co-founder and CEO Joshua Xu explains how AI avatars are replacing the camera for business video, and how the company handles quality, trust and safety, and capital.
1:11:13ENAfter Code: Cursor's CEO on Logic Design, Custom Models and Why One Winner Will Take the MarketHost Lenny RachitskyMichael Truell explains how Cursor went from a mechanical-engineering pivot to a $300M ARR product, and where he thinks programming is heading.
18:32ENBuild a Lab Inside Your Product Team: Dan Shipper on Keeping Up With a Moving AI FrontierHost Lenny RachitskyEvery CEO Dan Shipper explains how a tiny, disposable-experiment lab can coexist with a focused product team, and how to move winners from one into the other.
45:00ENAgents Everywhere: OpenAI's Blueprint for Tool Use, Evals, and Computer-Use InfrastructureHost Jacob EffronOpenAI's API platform team explains how agents are moving from deterministic workflows to reasoning-driven tool use, and what developers still lack.
54:52ENCoding Agents Are Breaking Containment: The 2026 AI Stack, the Coding Wars, and the Next FrontierHost Jacob EffronJacob Effron and Swyx map the state of AI engineering, from agent harnesses and infrastructure churn to coding-market economics, open models, dark factories, and world models.
1:06:22ENPerplexity's Bet: Search Becomes Answers, and Answers Become a BusinessHost Jacob EffronThe Perplexity CEO explains how a consumer AI search product is built, sequenced, and defended against Google.
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