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58:30ENHe Couldn't Convince Anyone to Compete with OpenAI. Two Years Later the Valley Is Full of Them.Presenta: Nathan LabenzSarah Guo and Elad Gil walk Cognitive Revolution through Software 3.0, an 80/20 split with incumbents, and how to tell a fake waitlist from demand that cannot be faked.
50:12ENThe Drone Is Only 15 Percent of the ProblemPresenta: Sarah Guo, Elad GilZipline CEO Keller Rinaudo Cliffton on why blood delivery in Rwanda, not a cooler airplane, built the world's largest commercial autonomous system.
2:16:07ENAsk What Could Go Right: Jason Calacanis on Robinhood, Loyalty, and Two Checks for TeslaInvitado: Jason Calacanis · Presenta: Lex FridmanThe angel investor and All-In co-host walks Lex Fridman from a Palo Alto dive bar to GameStop, Silicon Valley’s war on friction, and a friendship that kept a car company alive for twelve extra days.
1:26:27ENKai-Fu Lee: Originality Pride Is a Handcuff on What a Company Can BecomeInvitado: Kai-Fu Lee · Presenta: Lex FridmanIn a 2019 conversation with Lex Fridman, the investor and former Google China president explains why China's copycat years were a training ground, why data often beats clever algorithms, and what facing death did to his idea of work.
1:42:04ENPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team DesignInvitado: Timothy Davis · Presenta: Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:15:29ENThe Zero-Day Marketing Exploits Behind Breakout StartupsPresenta: Lenny RachitskyAlistair Croll explains how founders can find unfair distribution advantages by subverting platforms, norms, and regulations—without actually being evil.
1:21:35ENLook Outside the Building: Shaun Clowes on Why Most PMs Fall Short and How AI Changes the JobInvitado: Shaun Clowes · Presenta: Lenny RachitskyConfluent's chief product officer explains how to become a far better product manager, why data matters more than models, and what AI will and won't do to SaaS.
1:00:51ENInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting AcquiredInvitado: Julia Schottenstein · Presenta: Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:16:34ENHow Wise Earns 70% of Its Growth by Word of MouthInvitado: Nilan Peiris · Presenta: Lenny RachitskyWise chief product officer Nilan Peiris explains how NPS, a 10x-better mindset and a very unusual product culture turned customers into the company's main acquisition channel.
54:44ENLegal Tech's Step-Function Moment: Why Legora Bet on the Last 20%Presenta: Jacob EffronLegora CEO Max explains the $550M Series D, AI-native legal work, foundation-model competition, and the culture required to keep moving fast.
1:05:20ENPolite Interest Is Not Demand: How Wiz Found Product-Market Fit, and Then Made Some NoiseInvitado: Raaz Herzberg · Presenta: 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.
1:36:49ENMission, Retention and an Owl With Attitude: How Duolingo Grew From 3 Million to 200 Million Users Without Paid AdsInvitado: Gina Gotthilf · Presenta: Lenny RachitskyFormer Duolingo growth lead Gina Gotthilf on organic growth, brand voice, her career B-sides, and why she is betting on Latin American startups.
1:34:36ENFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and HiringInvitado: Jonathan Lowenhar · Presenta: Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:28:58ENBret Taylor on Failing Forward: From Google Local to Google Maps to Sierra's AgentsInvitado: Bret Taylor · Presenta: Lenny RachitskyThe co-creator of Google Maps and FriendFeed's like button on career mindset, the future of coding, where AI startups should build, and why agents will bring outcome-based pricing.
1:26:31ENSelling in a Downturn: Bravado CEO Sahil Mansuri on Forecasts, Comp Plans, Retention and Warm IntrosInvitado: Sahil Mansuri · Presenta: Lenny RachitskySahil Mansuri, founder of the sales community Bravado, lays out how B2B founders should change quotas, compensation, customer focus and deal-closing tactics when the market turns.
1:01:47ENInside Notion AI: Prototypes That Annoy Everyone, Evals Built In-House, and Models Rented from PartnersPresenta: Jacob EffronNotion AI engineer Linus Lee explains how a dozen-person team went from a hotel-room hackathon to Writer, Autofill and workspace Q&A.
1:03:42ENThe Hamster Wheel and the Patron of the Arts: Inside Spotify's Push to Monetize FandomInvitado: Camille Hearst · Presenta: Lenny RachitskySpotify's head of fan monetization, Camille Hearst, on why creators struggle to charge, how platforms and marketplaces really work, and what she learned from Patreon, selling her startup and a first day at Apple.
1:11:57ENKeeping Commerce Human: Etsy's Tim Holley on Ten Years of Marketplace GrowthInvitado: Tim Holley · Presenta: Lenny RachitskyEtsy's VP of product on the 2017 culture reset, the face-mask surge, balancing buyers and sellers, and how his product teams are built.
1:34:55ENInside $3.5 Billion of Paid Growth: Creative Testing, Attribution Humility and Channel DiversificationInvitado: Jonathan Becker · Presenta: Lenny RachitskyJonathan Becker of Thrive Digital explains how performance marketing really works after the privacy shifts, and where creative, measurement and AI fit in.
1:48:35ENDon't Compete for the 24%: Christopher Lochhead on Designing and Dominating Your Own CategoryInvitado: Christopher Lochhead · Presenta: 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.
1:30:59ENThe SEO Playbook: Why Topics Beat Keywords and Shipping Beats StrategyPresenta: Lenny RachitskyEthan Smith, CEO of Graphite, explains when SEO is worth investing in, how to reverse-engineer the page types Google rewards, and why most SEO strategies never get built.
1:22:34ENName It, Position It, Give It a Personality: A Startup Brand Playbook from Gmail and Square Veteran Arielle JacksonInvitado: Arielle Jackson · Presenta: Lenny RachitskyArielle Jackson explains how early-stage founders should pick a name, define purpose, positioning and personality, land press coverage, and know when to hire a marketer.
1:20:53ENDon't Die: Y Combinator's Dalton Caldwell on Keeping a Startup AliveInvitado: Dalton Caldwell · Presenta: Lenny RachitskyThe YC group partner on pivots, tarpit ideas, why investors say no, how to talk to customers, and what he hopes founders will build next.
1:52:49ENInside Anthropic's Growth Team: Big Bets, Automated Experiments and Firefighting SuccessPresenta: Lenny RachitskyAmol Avasare, Anthropic's Head of Growth, explains how a roughly 40-person team handles hypergrowth, automates experimentation with Claude, and rethinks the PM and engineer ratio.
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