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1:18:23EN20VC on AI Security, Software Deals and the Economics of ComputeGuest Nikesh Arora, Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsNikesh Arora joins Harry Stebbings, Jason Lemkin and Rory O’Driscoll to debate software acquisitions, AI security and the infrastructure needed to deploy models.
1:08:22ENMark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.
1:12:41ENAI Security, Revenue Claims and Wearable Economics: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate AI product strategy, security spending, startup valuations and the durability of consumer subscriptions. Their discussion includes reported developments and unverified estimates, as well as O’Driscoll’s disclosure of an indirect Oura investment.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsGuest Matthew Steckman · Host Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
52:05ENCorwin de Zahr: Exploring OCaml Runtime Safety Through a CTF ChallengeCorwin de Zahr · Jane StreetA deliberately restricted OCaml sandbox becomes a way to examine type safety, callbacks, memory representation and binary debugging.
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.
49:33ENShardul Shah on Venture Conviction, Outliers and Decisions at IndexGuest Shardul Shah · Host Harry StebbingsThe Index Ventures partner explains how he evaluates founders, revisits follow-on investments and works through disagreement.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchGuest Jason Lemkin · Host Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
54:32ENNikesh Arora on Competition, Acquisitions and Leading Through ChangeGuest Nikesh Arora · Host Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
1:09:17ENGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.
1:18:41ENGuy Podjarny on Snyk, Product-Market Fit and Building Durable AdvantageGuest Guy Podjarny · Host Harry StebbingsThe Snyk founder and angel investor explains how to reason about future markets, focus messaging and learn through iteration.
2:56:02ENThe FBI Never Cracked a Password the Day They Took Silk RoadGuest Chris Tarbell · Host Lex FridmanFormer agent Chris Tarbell tells Lex Fridman how a timezone setting, a Gmail address, and an undercover admin brought down Ross Ulbricht — and why the best hackers are still out there.
3:47:25ENThe Original Internet Godfather Built Trust Among CybercriminalsGuest Brett Johnson · Host Lex FridmanLex Fridman talks with Brett Johnson about ShadowCrew, social engineering, prison, and why most attacks still use holes everyone already knows about.
2:01:35ENA no-click iPhone exploit sold for $2.5 million. Silence was the only condition.Guest Nicole Perlroth · Host Lex FridmanNicole Perlroth tells Lex Fridman how zero-days, ransomware, and a privately owned power grid turned curiosity into everyday cyberwar.
49:48ENMichael Sikorski on Reverse Engineering RansomwareMichael Sikorski · FireEyeA malware analyst traces the tools and decisions behind ransomware investigations, from encrypted files to the WannaCry and NotPetya outbreaks.
45:27ENThe Agent State: How AI Flattened the Adversary Pyramid and Why Defenders Need Their Own Frontier ModelsHost Sarah Guo, Elad GilCrowdStrike CEO George Kurtz explains how low-skill attackers now wield nation-state tradecraft through AI agents, and how CrowdStrike and Nvidia are training security-specific models to fight back.
41:23ENThe Vulnerability Flood: Cloudflare's CTO on Security, Agent Traffic and an AI-First CompanyHost Sarah Guo, Elad GilCloudflare CTO Dane Knecht tells Sarah Guo how AI is accelerating vulnerability discovery, why agents need a new economic model for the web, and how Cloudflare is reorganizing around AI.









