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48:55ENAnthropic's Platform Grew Three Layers in a Year — and Tokens Now Have JobsKatelyn Lesse and Angela Jiang tell Sequoia's Training Data how Anthropic went from a stateless Messages API to knowledge, execution, and coordination — without trying to own the servers.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Guest Jensen Huang · Host Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
44:26ENAn AI Application Is Still an ApplicationMongoDB's Sahir Azam tells Sequoia why vector search is a new primitive for unstructured data, not a replacement for transactions, and why retrieval quality is the last mile that gets AI into conservative enterprises.
1:10:07ENSame Intelligence, 1% of the Price: Logan Kilpatrick on Gemini FlashHost Nathan LabenzA former OpenAI developer-relations lead, now the product manager for Google AI Studio, walks through what Gemini 1.5 Flash actually changes for builders.
39:25ENThree Engineers, Three Weeks: The Internal LLM Tool Half of Stripe Uses Every WeekHost Sarah Guo, Elad GilEmily Glassberg Sands, Stripe's head of information, explains how a non-AI company got generative AI into employees' hands, then into Radar, Sigma, and the products customers actually pay for.
32:34ENTen Thousand Certified Engineers in a Year: Google Cloud's Order of Operations for Enterprise AIHost Sarah Guo, Elad GilKawal Gandhi, head of generative AI in Google Cloud's Office of the CTO, walks Sarah Guo and Elad Gil through dogfooding, the efficiency-productivity-creativity ladder, and why customer weights are the IP that cannot leak.
3:34:03ENPython Isn't Finished: Chris Lattner on Mojo and the Hardware MessGuest Chris Lattner · Host Lex FridmanThe LLVM creator returns to Lex Fridman to argue that Python should grow C-like performance instead of forcing people out of the language.
52:11ENJensen Huang: For 25 Years, 99 Percent Were Right. NVIDIA Bet on the 1 PercentHost Sarah Guo, Elad GilThe NVIDIA CEO tells No Priors how CUDA survived a decade without customers, why the company tries to stay lazy, and what he wants built for drugs and climate.
57:44ENKevin Scott: Treat AI Like a Hash Table, and Measure Platforms by What Others EarnGuest Kevin Scott · Host Lex FridmanMicrosoft's CTO talks radical markets, data dignity, Dunbar's number, and why a platform fails if only a handful of companies decide what AI is for.
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.









