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54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthGuest Paul Erlanger · Host Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingGuest Sebastian Siemiatkowski · Host Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
1:16:34ENHow Wise Earns 70% of Its Growth by Word of MouthGuest Nilan Peiris · Host Lenny RachitskyWise chief product officer Nilan Peiris explains how NPS, a 10x-better mindset and a very unusual product culture turned customers into the company's main acquisition channel.
1:16:57ENHow Ramp Reached $100M in Revenue with 50 People: Velocity, Single-Threaded Teams and Context Over ControlGuest Geoff Charles · Host Lenny RachitskyRamp's VP of Product Geoff Charles explains to Lenny Rachitsky how a culture of velocity, tiny focused teams and radically empowered engineers drove one of the fastest SaaS growth runs on record.
1:37:56ENMove Fast, Own the Details: What Binance, Agoda and N26 Taught Mayur Kamat About ProductGuest Mayur Kamat · Host Lenny RachitskyN26's Chief Product Officer on running products through daily meetings, choosing jobs by strengths and compounding, and why experiments beat strategy decks.
1:18:58ENDelta 4, Dharma and Second-Order Thinking: Kunal Shah's Philosophy of Building in IndiaGuest Kunal Shah · Host Lenny RachitskyCRED founder Kunal Shah explains his product framework, why India's market behaves differently, and the habits of curiosity he credits for his success.
52:09ENDifferent, Better, and Instant: What Cash App Taught Ayo Omojola About Building ProductsGuest Ayo Omojola · Host Lenny RachitskyCarbon Health's chief product officer on differentiation at Cash App, building inside a big company, hiring founders, and going deep on the details.
35:37ENPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade ElectionsHost Sarah Guo, Elad GilThe Kalshi CEO explains how his regulated exchange beat the CFTC in court, why he sees event contracts as hedging rather than gambling, and why he thinks market prices beat polls and pundits.
1:35:17ENLove, Not Just Like: How Nubank Builds Products Customers Tell Their Friends AboutGuest Jag Duggal · Host Lenny RachitskyNubank's chief product officer Jag Duggal explains the culture, metrics and strategy discipline behind a bank that grows mostly through word of mouth.
1:10:02ENLocal CEOs and Wow Products: Inside Revolut's Forge for Product LeadersHost Lenny RachitskyRevolut's global head of product, Dmitry Zlokazov, explains how ownership, depth, polish and raw intellect shape the product owners who ship across 50 countries.








