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16:22ENClaire Vo: Claude Duet Is Beautiful, but It Is Not My Number One AgentHost Claire VoAnthropic’s phone-based personal agent has the most polished launch Claire Vo has seen: thoughtful onboarding, task lists, first-class artifacts, and Slack-style channels. Polish is not enough when every other agent is competing for the same attention.
2:50:40ENThey Priced the Chance She Would Leave. Then They Handed Her the Letter.Host Nathan LabenzNathan Labenz premieres the first four chapters of Joel Borgen's AI-coauthored novel The Receipt Horizon, a postwar world where a singleton superintelligence keeps everyone comfortable, scored, and gently out of the loop.
2:23:43ENHe Bought an Android, Two SIMs, and Left Claude Watching His InboxHost Nathan LabenzNathan Labenz asked a dozen friends how to visit China and got two irreconcilable answers.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousHost Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
1:41:34ENChat Is the Universal Interface—and Often the Worst OneHost Nathan LabenzAtlassian's head of AI on fighting slop with taste, knowledge, and workflow, and why chat is a terminal, not a product.
43:38ENA 2 A.M. Codename and a Face That Finally Looked Like YouGoogle's product and model leads walk Sequoia through how Nano Banana made single-photo character consistency feel real — and why fun, craft, and human evals did as much work as scale.
1:30:17ENHe Co-Wrote the Transformer Paper. Now He Wants You to Own Your AI.Host Nathan LabenzNEAR founder Illia Polosukhin maps a future of personal software, agent-run markets, and AI delegates that vote without a private agenda.
42:20ENA Name Invented at 2:30 a.m. Put Gemini on Top of the App StoreHost Jacob EffronGoogle's Nicole Brichtova and Oliver Wang on Nano Banana, why image models got smart when language models did, and why a prompt still is not a finished product.
1:01:00ENv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
1:19:46ENSuspended from Columbia, He Raised $15 Million to Cheat on EverythingHost Nathan LabenzRoy Lee, founder of Cluely, argues that an undetectable desktop overlay, AI maximalism, and a post-AGI life of 800-year spans are the same bet.
1:22:31ENTwo Hours a Day, 99th Percentile: How Alpha School Made 2-Sigma RealHost Nathan LabenzMacKenzie Price explains how Alpha School uses adaptive apps—not chatbots—to finish core academics in two hours a day and still beat the growth models.
43:04EN750 Million Excel Users, 30 Million Engineers: Wordware's Bet on Word ArtisansFilip Kozera tells Sequoia why English is the assembly language of LLMs, and why the people who win will be the ones who can encode taste into structured prompts.
1:05:11ENThe Fake Five-Second Hold: Voice AI Is Already Negotiating With TruckersHost Nathan Labenza16z partners Olivia Moore and Anish Acharya walk Nathan Labenz through what is working in voice AI — call centers, coaches, companions — and what still is not.
44:34ENThe Cheaper Intelligence Gets, the More of It We'll BuyHost Jacob EffronAmazon AGI Lab head David Luan on what DeepSeek actually meant, why next-token prediction is not enough, and why agents are still stuck on reliability.
1:32:29EN17 Edits, Then 3 Prompts: Lovable Builds the Same App TwiceHost Nathan LabenzAnton Osika and Isaak Sundeman live-build a shopping comparison tool and argue that opinionated defaults—not open-ended agents—are how non-coders actually ship software.
54:47ENNinety Thousand Games a Day: Roblox's Bet That AI Should Wash the DishesStef Corazza, head of generative AI at Roblox, tells Sequoia how a free Studio assistant, a community data bargain, and a 3D foundation model are meant to teach AI game development.
38:48ENWho Wants to Chat With an Expense Report?Ramp CEO Eric Glyman tells Sequoia why the chatbot gold rush missed the point, and why the better analogy for company finance is a Waymo: self-driving money.
32:07ENA 10-Person Team, One Click, and Two Years of Fake DeadlinesNotebookLM’s product and design leads explain how a source-grounded research tool became a viral two-host podcast generator—and what they refuse to add next.
2:29:04ENKeep the Programmer in the Driver's Seat: Cursor's Founders on Tab, Agents, and Zero-Entropy EditingGuest Cursor Team · Host Lex FridmanMichael Truell, Aman Sanger, Sualeh Asif, and Arvid Lunnemark tell Lex Fridman why they forked VS Code, how Tab and Apply actually work, and why most programming still needs a human iterating in real time.
1:12:31ENA Bare Model Closes 35% of Airline Changes. Sierra's Agents Clear 70% of Real Tickets.Clay Bavor on why putting a raw LLM in front of customers does not math, and how AgentOS, supervisor agents, and outcome pricing change the arithmetic.
1:12:41ENThe CEO Who Laid Himself Off Is Building a Business Operating SystemHost Nathan LabenzSiqi Chen of Runway tells Nathan Labenz why finance is a company-wide simulation, why chat boxes fail, and how a 100-person cap plus ambient intelligence is the real product strategy.
3:02:16ENThe journey begins after the answer: Perplexity CEO Aravind Srinivas on search and curiosityGuest Aravind Srinivas · Host Lex FridmanIn 2022, Perplexity's first hire asked about health insurance — and four PhDs could not get a clear answer from Google.
49:50ENUnconstrained agents captivated Twitter. Custom ones are what ship.LangChain founder Harrison Chase tells Sequoia’s Training Data what an agent actually is, why AutoGPT stalled, and which cognitive architectures reach production.
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