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1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsGuest Jason Lemkin, Rory O’Driscoll · Host Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceGuest David Frankel · Host Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperHost Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsGuest Josh Browder · Host Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingGuest Marc Andreessen · Host Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
44:19ENThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeGuest Mitchell Green · Host Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
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.
2:45:26ENDan Houser on Fake Worlds You Want to Live InGuest Dan Houser · Host Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantHost Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleGuest Tim Sweeney · Host Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
3:29:02ENRobert Rodriguez: Sift the Ashes, Keep the Pipe Open, Don't BlinkGuest Robert Rodriguez · Host Lex FridmanThe director of El Mariachi, Desperado, Sin City, and Alita: Battle Angel tells Lex Fridman how limitation, failure, sound, and identity became his method.
1:47:08ENKimbal Musk Cooks So People Will Sit DownGuest Kimbal Musk · Host Lex FridmanThe chef, Tesla board member, and author of The Kitchen Cookbook talks with Lex Fridman about apartheid South Africa, a broken neck, Zip2, and why a table beats a nightclub.
2:11:32ENThere Are a Thousand Ways to Be Smart: Jeff Bezos on Amazon and the Road to SpaceGuest Jeff Bezos · Host Lex FridmanIn a two-hour conversation with Lex Fridman, the Amazon founder talks through ranch self-reliance, New Glenn, Day One culture, and why he treats large language models as discoveries.
5:15:44ENThe Falcon 9 Cannot Hover. That Is Why the Landing Looks Impossible.Guest Tim Dodd · Host Lex FridmanEveryday Astronaut Tim Dodd walks Lex Fridman from Falcon 1 to Starship, and explains why a rocket that is always too powerful to hover still sticks the landing.
1:39:29ENElectric engines, 20-nanometer cones, and why Natalya Bailey would skip the first thousand on MarsGuest Natalya Bailey · Host Lex FridmanThe Accion Systems founder walks Lex Fridman from ion physics to orbital debris, chip-made thrusters, and the kind of culture that oozes out of a founder.
1:04:53ENThe Pathless Path: Stepping Off the Default Script for Work and LifeGuest Paul Millerd · Host Lenny RachitskyAuthor Paul Millerd explains how to question the default career script, create space to explore, and live with the fears that come with choosing your own work.
1:33:55ENGetting Startup Press Without a Rolodex: A Practical PR PlaybookGuest Emilie Gerber · Host Lenny RachitskyPR agency founder Emilie Gerber walks through which outlets to target, how to write a three-sentence pitch, and how to judge whether press is worth the effort.
1:24:56ENThe Social Radar: How Jessica Livingston Read Founders in Ten-Minute InterviewsGuest Jessica Livingston · Host Lenny RachitskyThe Y Combinator co-founder explains what she looked for in early-stage founders, the Airbnb interview she never forgot, and why she started her own podcast.
1:47:31ENFrom Fever Dream to Wilderness: Drew Houston on Dropbox's Three ErasGuest Drew Houston · Host Lenny RachitskyDropbox's co-founder and CEO gives a candid account of explosive growth, the Google Photos shock, a painful pivot to productivity, and the personal and organizational reset that followed.
1:23:43ENScripts for the Hard Stuff: How an Executive Coach Handles Feedback, Firing and Founder FightsGuest Alisa Cohn · Host Lenny RachitskyAlisa Cohn walks through word-for-word scripts for difficult workplace conversations, a three-question meeting close, and a founder "prenup" of questions to settle before you start a company.
1:24:57ENSelling the Opportunity: How Founders Take Enterprise Sales From $1M to $10M ARRGuest Jen Abel · Host Lenny RachitskyJen Abel explains why startups should chase tier-one logos, price near $100K, hire salespeople who can "cosplay a founder", and sell vision instead of problems.
1:12:13ENOne Wish From a Genie: A Stanford Professor's Method for Getting Off AutopilotGuest Graham Weaver · Host Lenny RachitskyGraham Weaver, a Stanford GSB lecturer and founder of Alpine Investors, shares practical exercises for working out what you actually want to do with your life and staying with it long enough to succeed.
1:42:28ENJournalists Don't Care About You: A Magazine Editor's Field Guide to Getting PressGuest Jason Feifer · Host Lenny RachitskyEntrepreneur editor-in-chief Jason Feifer explains how to prepare, pick the right writer, and pitch a story that an editor will actually say yes to.
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