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51:40ENHunter Somerville on Venture Secondaries, Liquidity and LP DecisionsInvitado: Hunter Somerville · Presenta: Harry StebbingsThe StepStone partner explains secondary structures, discounts and allocation pressures in a 2023 venture market with limited liquidity.
1:10:33ENDavid Tisch on Seed Fund Math, Valuations and Founder–Investor AlignmentInvitado: David Tisch · Presenta: Harry StebbingsThe BoxGroup investor debates small checks, reserves and fundraising trade-offs with Harry Stebbings, and explains why he favors a flexible seed strategy.
42:16ENJoey Levin on Investing, Simplicity and Leading Through a Market ResetInvitado: Joey Levin · Presenta: Harry StebbingsThe IAC CEO discusses valuation, SPACs, company values and persistence in a February 2023 conversation.
58:33ENSteve Pagliuca on Investing, Sports Ownership and the Chelsea BidInvitado: Steve Pagliuca · Presenta: Harry StebbingsThe Bain Capital investor and Celtics co-owner discusses long-term growth, team culture and his group’s unsuccessful Chelsea bid.
1:01:33ENOrlando Bravo on Software Buyouts, Cash Flow and Building a Life Beyond WorkInvitado: Orlando Bravo · Presenta: Harry StebbingsThe Thoma Bravo founder discusses investment price, operational improvement and fund concentration, then reflects on family and delegation.
1:22:05ENHunter Walk and Satya Patel on Homebrew’s Partnership and Personal-Capital StrategyInvitado: Hunter Walk, Satya Patel · Presenta: Harry StebbingsThe Homebrew partners explain why they shifted from raising new institutional funds to investing their own money, and how that changes their decisions.
53:16ENJason Fried on Independence, Leadership and Basecamp’s Workplace DecisionsInvitado: Jason Fried · Presenta: Harry StebbingsThe 37signals co-founder discusses profitability, feedback and long partnerships, and reflects on a controversial workplace policy.
49:49ENBarry McCarthy on Netflix, Spotify and Leading Peloton’s TurnaroundInvitado: Barry McCarthy · Presenta: Harry StebbingsThe then Peloton CEO reflects on subscription economics, decision ownership and the emotional demands of a turnaround.
58:18ENHadi Partovi on Leadership, Hiring and Teaching Computer ScienceInvitado: Hadi Partovi · Presenta: Harry StebbingsThe Code.org founder draws on Microsoft, Facebook and startup experience to discuss decision-making, talent and an education system adapting to technology.
4:05:21ENThe men who trained Mexico's new police later became the ZetasInvitado: Ed Calderon · Presenta: Lex FridmanEd Calderon tells Lex Fridman what counter-narcotics work in Tijuana taught him about corruption, cartels, and why honesty can be a liability.
1:00:49ENBob Pittman on MTV, iHeartMedia and the Discipline of Consumer BusinessesInvitado: Bob Pittman · Presenta: Harry StebbingsThe media executive discusses dissent, fast decisions, convenience and the economics behind radio and podcasts.
2:59:33ENRoger Gracie Cleared His Mind, Conserved Every Move, and Refused to Be Number TwoInvitado: Roger Gracie · Presenta: Lex FridmanThe ten-time world champion walks Lex Fridman through the Buchecha rematch, why tapping is intelligence, and how a late-starting chubby kid decided to become the best in the world.
4:11:06ENThe climate problem is real. The 12-year asteroid story is not.Presenta: Lex FridmanBjørn Lomborg and Andrew Revkin tell Lex Fridman why vulnerability, cheaper tons of carbon, and energy innovation matter more than apocalyptic deadlines.
2:57:24ENThe Skill a Child Learns Under a Tree Is How to Calibrate ViolenceInvitado: Chamath Palihapitiya · Presenta: Lex FridmanChamath Palihapitiya talks with Lex Fridman about a violent childhood, money, poker, energy, startups, and why happiness is not behind the velvet rope.
4:15:34ENHe defended Bush in the school paper. Then they called him the Ben Shapiro of the leftInvitado: Destiny · Presenta: Lex FridmanSteven Bonnell, the live-stream debater known as Destiny, tells Lex Fridman how he thinks, how he researches, and why a carpet-cleaning job flipped his politics.
52:13ENMartín Escobari on Market Cycles, Investment Discipline and Emerging-Market FoundersInvitado: Martín Escobari · Presenta: Harry StebbingsThe General Atlantic co-president draws on his experience building Submarino to discuss downturns, pricing, investment committees and global opportunity.
53:50ENBrian Armstrong on Coinbase, Leadership and the 2022 Crypto DownturnInvitado: Brian Armstrong · Presenta: Harry StebbingsThe Coinbase CEO discusses company culture, risk, product launches and regulation in an interview published on November 7, 2022.
52:25ENMichael Mauboussin on Luck, Investment Process and Valuing Uncertain BusinessesInvitado: Michael Mauboussin · Presenta: Harry StebbingsThe Counterpoint Global researcher explains how to separate outcomes from decisions, make room for dissent, and think about future cash flows in venture investing.
2:48:42ENThe Forty Games Hikaru Nakamura Still Calls a MistakeInvitado: Hikaru Nakamura · Presenta: Lex FridmanThe world's top blitz player on a 1 a.m. hotel match with Magnus Carlsen, Kasparov's Berlin files, and why "I literally don't care" is a livelihood, not a meme.
2:39:40ENThe Self That Swoops In to Decide Is Not ThereInvitado: Annaka Harris · Presenta: Lex FridmanAnnaka Harris tells Lex Fridman why conscious will is an illusion, why a pea tendril is a better picture of choice than an inner agent, and why she now treats consciousness as a possible fundamental of physics.
2:21:28ENThe Seventh-Best Player in the World Is Still the SuckerInvitado: Daniel Negreanu · Presenta: Lex FridmanDaniel Negreanu talks with Lex Fridman about tells, solvers, variance, and why finding the right table beats being ranked seventh.
59:48ENLogan Bartlett on Growth Investing, Valuations and Board Responsibilities in 2022Invitado: Logan Bartlett · Presenta: Harry StebbingsThe Redpoint investor discusses the stalled growth market, private-company marks, follow-on decisions and how boards work with founders.
2:31:52ENMagnus Carlsen would rather trust the numbers than the fairy taleInvitado: Magnus Carlsen · Presenta: Lex FridmanThe highest-rated chess player in history tells Lex Fridman how he defines greatness, why he stopped defending the world title, and what a two-dimensional board in his head actually looks like.
3:35:40ENLiv Boeree on Moloch, Useful Fictions, and Why Luck Keeps Poker AliveInvitado: Liv Boeree · Presenta: Lex FridmanThe poker champion and science educator talks with Lex Fridman about game theory, attention, simulation, aliens, and the existential races that look like games nobody can quit.
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