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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· Sep 24, 2026Podcast · 2 speakersThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearHost Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
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Cognitive Revolution "How AI Changes Everything"· Aug 2, 2025PodcastThe $16 Trillion Services Market Is Being Bought, Not Sold ToHost Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
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Lex Fridman· Mar 25, 2024Podcast · 2 speakersDana White Built the UFC From What He Loved — and Hated — About BoxingGuest Dana White · Host Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· Oct 12, 2023Podcast · 2 speakersThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.Host Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
2:44:38ENLex Fridman· Nov 23, 2021Podcast · 2 speakersPosting a photo of this moment was not a product category yetGuest Kevin Systrom · Host Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
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Lenny's PodcastPodcast · 2 speakersPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team DesignGuest Timothy Davis · Host Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENLenny's PodcastPodcast · 2 speakersInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting AcquiredGuest Julia Schottenstein · Host Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENLenny's PodcastPodcast · 2 speakersFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and HiringGuest Jonathan Lowenhar · Host Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENLenny's PodcastPodcastFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models SmarterHost Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENLenny's PodcastPodcast · 2 speakersMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really OpenGuest Matt Mullenweg · Host Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.