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43:51EN
Unsupervised Learning: With Jacob Effron· Apr 9, 2025PodcastThe $177 Billion GPU Bet Only Works If AI Becomes a $1.5 Trillion MarketHost Jacob EffronFour Redpoint partners walk their limited partners through where AI value will accrue—and why revenue is now the easiest metric to misread.
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Cognitive Revolution "How AI Changes Everything"· Feb 9, 2025PodcastStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Host Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
56:07ENCognitive Revolution "How AI Changes Everything"· Jan 29, 2025PodcastBox Holds 100 Billion Files. Its CEO Says Enterprises Only Move for a 10xHost Nathan LabenzAaron Levie tells Nathan Labenz why AI excitement in the enterprise already outruns the early cloud — and why 98% reliability, seat-based SaaS, and incremental savings still will not ship.
1:14:48ENCognitive Revolution "How AI Changes Everything"· Nov 8, 2023PodcastDevDay Probably Created Thousands of Startups, Says OpenAI's Logan KilpatrickHost Nathan LabenzThe day after OpenAI's first developer conference, Dev Relations lead Logan Kilpatrick tells Nathan Labenz why thin wrappers were never companies, why agents were deliberately not shipped fully autonomous, and what $2 million custom models are for.
2:17:30ENCognitive Revolution "How AI Changes Everything"· Sep 29, 2023PodcastGemini Became the Daily Driver. A GPT-5 Worthy of the Name Would Make Agents Work.Host Nathan LabenzZvi Mowshowitz returns to Cognitive Revolution to unpack Gemini 1.5, Sora, superalignment, sleeper agents, and the live-player map of frontier labs.
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Lenny's PodcastPodcastTwo Engines, One Price: Madhavan Ramanujam on Monetizing AI Products from Day OneHost Lenny RachitskyPricing expert Madhavan Ramanujam walks through the ideas in his book Scaling Innovation, from negotiation tactics and proof-of-concept design to a 2x2 for choosing an AI pricing model.
1:04:27ENUnsupervised Learning: With Jacob EffronPodcastPeter Deng on Why AI Pricing, Evals and Voice Are Still MisunderstoodHost Jacob EffronA product leader's guide to pricing AI around work, making evals the spec, and why voice and proactive agents are underrated
1:21:35ENLenny's PodcastPodcastSelling the Mario-on-Blast: Jen Abel's Playbook for Growing Enterprise Sales from $1M to $10M ARRHost Lenny RachitskyEnterprise sales veteran Jen Abel explains why startups should chase tier-one logos, price near $100K, sell vision instead of problems, and hire salespeople who can act like founders.