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1:28:28ENJulien Bek on Sequoia’s Investment Process, Founder Judgment and AI MarketsGuest Julien Bek · Host Harry StebbingsThe Sequoia partner explains how he develops conviction, evaluates founders and thinks about a market where AI agents may become customers.
3:12:58ENOne Cold Shower, Twenty Champions: How Khabib Nurmagomedov Was ForgedGuest Khabib Nurmagomedov · Host Lex FridmanIn a Makhachkala school gym, seventy men shared one shower, and the water was only cold.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusGuest Oren Zeev · Host Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
1:30:36ENMiles 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.
1:47:28ENLarry Aschebrook on Spotify, Uber and the Hard Lessons of Venture SecondariesGuest Larry Aschebrook · Host Harry StebbingsThe G Squared founder recounts concentrated wins, expensive mistakes and the challenge of turning private-market marks into cash for investors.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsGuest Taavet Hinrikus · Host Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsGuest Ernest Garcia · Host Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityGuest Peter Singlehurst · Host Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceGuest Narendra Modi · Host Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
1:33:55ENJake Saper on Zoom, AI and the Hard Decision of When to SellGuest Jake Saper · Host Harry StebbingsThe Emergence Capital partner explains collective diligence, fund distributions and the trade-off between liquidity and holding winners.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmGuest Max Levchin · Host Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:15:18ENNabeel Hyatt on Venture Investing and the Uncertainty of AIGuest Nabeel Hyatt · Host Harry StebbingsThe Spark Capital partner argues for curiosity, founder relationships and product judgment in a fast-changing market.
27:12ENWhy Rick Caruso's Palisades Village Stood While Two Manhattans BurnedHost Sarah Guo, Elad GilThe Los Angeles developer and former mayoral candidate on empty hydrants, 40 years of uncut brush, and rebuilding in a year instead of a decade.
3:35:06ENThe 18-year-old who cannot remember America without TrumpGuest Saagar Enjeti · Host Lex FridmanSaagar Enjeti tells Lex Fridman why 2024 realigned the country along a college degree, and why MAGA is a rejection of cultural elitism rather than a policy program.
1:04:51ENCem Sertoglu on UiPath, Venture Risk and Backing FoundersGuest Cem Sertoglu · Host Harry StebbingsThe investor recounts the decisions behind UiPath’s returns and explains how he thinks about founder relationships, reserves, valuation and liquidity.
6:17ENGSP would rather street-fight Ngannou than Bas RuttenHost Lex FridmanAfter their podcast, Georges St-Pierre walks Lex Fridman through a short clinic on surprise, dirty targets, knives, and why a UFC title is worthless against a blade.
56:18ENMark Goldberg on Building Chemistry and Rethinking Venture PartnershipsGuest Mark Goldberg · Host Harry StebbingsThe former Index partner discusses his new fund’s decision-making, reserves and founder relationships, while debating valuations and the pressures on large venture firms.
1:02:32ENThe More Important the Issue, the Less Anyone Discusses ItHost Lex FridmanBernie Sanders tells Lex Fridman why drug lobbyists, campaign cash, and a healthcare system built for profit keep the biggest American problems off the table.
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.
1:09:27ENNick Chirls on Venture Incentives, Founder Trust and Overlooked MarketsGuest Nicholas Chirls · Host Harry StebbingsThe Asylum Ventures founder debates fees, investor protections and the trade-offs of early-stage investing with Harry Stebbings.
1:04:17ENTrump Tells Lex Fridman the Stick Usually WinsHost Lex FridmanDays before debating Kamala Harris, the former president talked winning, Ukraine, the 2020 election, and the border chart he still carries.
1:54:17ENMetaculus Flagged Covid in January 2020. Now It Is Putting AI on the Forecasting DeskHost Nathan LabenzNathan Labenz talks with Metaculus CEO Deger Turan about epistemic security, a year-long bot tournament, and why a useful forecast is harder than an accurate one.
1:11:17ENImran Khan on IPO Pricing, Public Markets and AI InvestmentGuest Imran Khan · Host Harry StebbingsThe investor and former banker explains IPO demand, valuation and the lessons he draws from Alibaba and Snap.
3:04:08ENWalk the Rooms: Ivanka Trump on Building, Politics, and the Cost of Hitting SendGuest Ivanka Trump · Host Lex FridmanIn 1960s Czechoslovakia, a 14-year-old ski racer came home from Austria and reported first to the local police — enough detail to be believed, not enough to look like a flight risk.
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