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58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityGuest Gili Raanan · Host Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to SellGuest Mike Maples · Host Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
50:08ENDax Dasilva on Bootstrapping Lightspeed, Growth and Returning as CEOGuest Dax Dasilva · Host Harry StebbingsThe Lightspeed founder explains how close customer observation shaped its product, why he returned to lead a profitable-growth transition, and what acquisitions left unfinished.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomHost Sarah Guo, Elad GilThe Y Combinator president tells Sarah Guo and Elad Gil why this batch looks like nothing he has seen in twenty years, and why a weak elephant is good news for startups.
48:52ENUsers Wanted a Better Brush. Runway Built One-Click GreenscreenHost Sarah Guo, Elad GilRunway CEO Cristobal Valenzuela on why a model is not a product, why filmmakers hacked a four-frame-per-second tool, and why 80 percent is enough when nobody dies.
2:29:24ENA Hundred Users Signed Up and Never Came BackGuest Brian Armstrong · Host Lex FridmanCoinbase CEO Brian Armstrong on the buy button that found product-market fit, why he wants customers to leave his platform, and a company that refuses to be a political square.
2:44:38ENPosting a photo of this moment was not a product category yetGuest Kevin Systrom · Host Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
37:38ENThe Best-Selling Vacuum in America Is a RobotGuest Colin Angle · Host Lex FridmaniRobot CEO Colin Angle on why most robotics companies die, why a Roomba is costed by weight, and why printing privacy promises on the box would hurt sales.
1:27:13ENFour Levels of Product-Market Fit: First Round's Playbook for B2B FoundersGuest Todd Jackson · Host Lenny RachitskyTodd Jackson of First Round Capital walks through a staged framework for finding product-market fit, the benchmarks for each stage, and the four Ps you can change when you're stuck.
2:14:15ENEric Ries on the Lean Startup After 12 Years: What MVPs Really Mean, When to Pivot, and Building Companies for Human FlourishingGuest Eric Ries · Host Lenny RachitskyThe author of The Lean Startup revisits misconceptions about MVPs and pivots, offers advice for stuck founders, and argues that governance, not just product, decides whether companies do good.
1:05:20ENPolite Interest Is Not Demand: How Wiz Found Product-Market Fit, and Then Made Some NoiseGuest Raaz Herzberg · Host Lenny RachitskyRaaz Herzberg, Wiz's CMO and VP of product strategy, tells how the company's early pivot worked, why she moved from product into marketing, and what she learned along the way.
2:35:00ENSilence, Sharpies and Support Tickets: Jeff Weinstein's Product Playbook from StripeGuest Jeff Weinstein · Host Lenny RachitskyThe former Stripe payments and Atlas product lead explains how he finds burning customer problems, picks metrics that matter, keeps quality high, and gets new products shipped inside a big company.
1:34:55ENInside $3.5 Billion of Paid Growth: Creative Testing, Attribution Humility and Channel DiversificationGuest Jonathan Becker · Host Lenny RachitskyJonathan Becker of Thrive Digital explains how performance marketing really works after the privacy shifts, and where creative, measurement and AI fit in.
1:40:04ENCompanies Are Equations: Tom Conrad on Pandora, Quibi and the Math Behind Product SuccessGuest Tom Conrad · Host Lenny RachitskyA veteran of Apple, Pandora, Snap, Pets.com and Quibi explains what hits and disasters taught him about choosing teams, business-model math, burnout and why not everyone should found a company.
1:48:35ENDon't Compete for the 24%: Christopher Lochhead on Designing and Dominating Your Own CategoryGuest Christopher Lochhead · Host Lenny RachitskyThe self-styled Godfather of Category Design explains why the "better" product usually loses, how to reframe a problem with new language, and how to launch with word of mouth.
1:23:46ENSurviving the Next Crisis: Waze Co-Founder Uri Levine on Cash Shocks, Lost Product-Market Fit and Never Giving UpGuest Uri Levine · Host Lenny RachitskyUri Levine explains how founders should diagnose a startup crisis, act within days, keep their teams on board and decide whether to pivot or shut down.
1:54:03ENStarving on Purpose: What Atlassian Learned About Building New Products Inside a GiantGuest Tanguy Crusson · Host Lenny RachitskyTanguy Crusson walks through HipChat, Statuspage and Jira Product Discovery to explain why zero-to-one is so hard in a large company and how Atlassian's Point A incubator made room for it.
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.
1:28:28ENFish Where the Fish Are: Andrew Wilkinson on Boring Businesses, AI Agents and Why Money Didn't Make Him HappyGuest Andrew Wilkinson · Host Lenny RachitskyThe co-founder of Tiny, the "Berkshire Hathaway of the internet", explains how to pick a startup idea, how he runs his life on AI agents, and what actually changed his happiness.
1:44:26ENFind the Must-Have Users First: Sean Ellis on Product-Market Fit and Sustainable GrowthGuest Sean Ellis · Host Lenny RachitskyThe creator of the Sean Ellis test and the ICE framework explains how to measure product-market fit, learn from the users who love you, and then grow in the right order.
1:33:14ENEarn the Right to Decide: Reference Customers, Coaching and the Craft of Product ManagementGuest Christian Idiodi · Host Lenny RachitskySVPG partner Christian Idiodi explains why product managers get disliked, how to build products with 25 reference customers, and how leaders can coach and promote people well.
1:24:50ENCrossing the Chasm, Explained by Its Author: Start Small, Win a Segment, Then ScaleGuest Geoffrey Moore · Host Lenny RachitskyGeoffrey Moore walks through the technology adoption lifecycle, the four go-to-market playbooks that fit each stage, and the mistakes that keep B2B startups stuck.
1:51:30ENNever Search Alone: Why a Job Search Council Beats Going It SoloGuest Phyl Terry · Host Lenny RachitskyPhyl Terry explains how job seekers can borrow product-management methods and a small peer group to find work they actually want, even in a down market.
1:35:10ENTen Growth Tactics That Never Work, According to Elena VernaGuest Elena Verna · Host Lenny RachitskyGrowth leader Elena Verna runs through the growth plays she sees companies waste money on, the three frameworks she trusts instead, and her case for career optionality.
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