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51:08ENThe Transformer Co-Author Who Says Scaling Hit a WallHost Jacob EffronCohere CEO Aidan Gomez tells Redpoint that a $100 million model is still an amnesiac genius, and that enterprise AI money is concentrating in support, research, and the back office.
1:01:53ENOpen-source models are 5% of enterprise use — and GPT wrappers wonHost Jacob EffronLatent Space's Swyx and Alessio join Redpoint to map what actually has product-market fit in AI, and why the application layer is the fight that matters.
51:16ENGoogle Labs Pops Champagne at 10,000 Weekly UsersJosh Woodward on fifty-day sprints, fading paragraph prompts, and why a number Search would never notice is the point of an AI incubator.
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.
1:15:29ENThe Zero-Day Marketing Exploits Behind Breakout StartupsHost Lenny RachitskyAlistair Croll explains how founders can find unfair distribution advantages by subverting platforms, norms, and regulations—without actually being evil.
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.
1:09:54ENThe Context Makes the Irrational Rational: Bob Moesta's Guide to Jobs to Be DoneHost Lenny RachitskyBob Moesta explains how struggling moments create demand, how to interview customers like an investigator, and how to design products and sales processes around the progress people are trying to make.
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.
10:17ENWhy Great Robots Fail as Businesses, and What iRobot Got RightHost Lex FridmaniRobot co-founder Colin Angle explains why so many robotics companies collapse and how cost, vision and a clear user need shaped the Roomba.
1:05:39ENThe Positioning Fix: Why Great B2B Products Still Need a Story Buyers Can RepeatHost Lenny RachitskyApril Dunford explains how to diagnose weak positioning, build differentiated value, and turn it into a sales narrative that wins B2B deals.
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.
1:00:10ENThe Long Leash and the Narrow Fences: Eric Ries and Jeremy Howard on Building AI’s Edison LabHost Jacob EffronEric Ries and Jeremy Howard discuss Lean Startup discipline in AI, Answer.AI’s for-profit R&D lab model, efficient fine-tuning, language-heavy applications, and AI safety regulation.
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.
26:42ENSeeing the Matrix as a Product Leader: Scott Belsky’s Cardinal Rules for Products People LoveHost Lenny RachitskyScott Belsky distills hard-won lessons on simplicity, defaults, empathy, talent and taste in the age of AI.
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