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3:07:27ENFive Billion Dead, and One Person Has Six MinutesInvitado: Annie Jacobsen · Presenta: Lex FridmanAnnie Jacobsen walks Lex Fridman from a second-by-second nuclear exchange to CIA secrecy, Area 51, and why she still wants the word “could” kept in the sentence.
38:33ENSpeed Is the Thing You Can Buy: Baseten’s Bet on InferencePresenta: Sarah Guo, Elad GilTuhin Srivastava tells Sarah Guo and Elad Gil why a six-person chatbot company running a billion tokens a day should not be building its own serving stack.
22:17ENQ* Rumors, Energy-Based Models, and Research on ReasoningMatthew Berman, Yann Lecun · Forward FutureMatthew Berman examines an anonymous, unverified account of Q* and compares its ideas with published research on teaching language models to reason.
1:10:33ENJean-Michel Lemieux on Shipping, Hiring and Product AlignmentInvitado: Jean-Michel Lemieux · Presenta: Harry StebbingsThe former Shopify CTO and Atlassian engineering leader explains how he balances speed and quality, aligns decisions and builds teams.
1:55:10ENSam Altman Expects the Road to AGI to Be a Power StruggleInvitado: Sam Altman · Presenta: Lex FridmanOn a Friday afternoon in November 2023, OpenAI's board fired its CEO. Four and a half days later he was back, still refusing super-voting control.
1:09:17ENGili Raanan on Seed Investing, Founder Selection and Cyberstarts’ Sunrise ProcessInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his focus on teams, structured customer discovery and building cybersecurity companies.
1:02:30ENLuca Ferrari on Bending Spoons, Acquisitions and Learning From RiskInvitado: Luca Ferrari · Presenta: Harry StebbingsThe co-founder explains how his company buys and improves established products, allocates capital and evaluates talent.
36:31ENFigma's One-Way Door Swung Open — With a Billion-Dollar ConsolationPresenta: Sarah Guo, Elad GilAfter regulators killed the Adobe deal, Dylan Field tells No Priors how Figma kept building, where AI belongs in design, and why the company was never meant to be only a design tool.
1:22:56ENChandra Narayanan on Growth Metrics, Analytics and Building TeamsInvitado: Chandra Narayanan · Presenta: Harry StebbingsThe former Facebook analytics leader explains how to turn data into decisions, choose growth goals and hire for the company’s needs.
1:02:57ENJoe Lonsdale on Institutions, TikTok, Venture Investing and AI ServicesInvitado: Joe Lonsdale · Presenta: Harry StebbingsThe Palantir co-founder and 8VC investor discusses political accountability, geopolitical risk and his approach to building companies.
1:47:08ENKimbal Musk Cooks So People Will Sit DownInvitado: Kimbal Musk · Presenta: Lex FridmanThe chef, Tesla board member, and author of The Kitchen Cookbook talks with Lex Fridman about apartheid South Africa, a broken neck, Zip2, and why a table beats a nightclub.
48:02ENBrendon Cassidy on Early Sales Hiring, Discovery and OutboundInvitado: Brendon Cassidy · Presenta: Harry StebbingsThe sales leader explains how he evaluates first hires, builds a customer-centered playbook and reviews deals, while questioning conventional outbound tactics.
42:14ENMeta’s $197 Billion Day Was a Partial Answer to AI’s $200 Billion QuestionPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through Gemini, Mistral, NVIDIA’s upgrade cycle, Klarna’s support bot, and why the real AI spend still sits with the hyperscalers.
2:47:17ENIf You Want Human-Level AI, Abandon Generative ModelsInvitado: Yann Lecun · Presenta: Lex FridmanYann LeCun tells Lex Fridman why autoregressive LLMs cannot plan, remember, or understand the physical world — and why open source is the only democratic answer.
1:03:31ENPeter Wagner on Venture Cycles, Founders and Price DisciplineInvitado: Peter Wagner · Presenta: Harry StebbingsThe Wing founding partner reflects on decades of investing, the Snowflake round he did not lead and the risks of capital-intensive businesses.
3:20:00ENThe last empire is still falling: Serhii Plokhy on Ukraine, Russia, and 1991Invitado: Serhii Plokhy · Presenta: Lex FridmanHarvard historian Serhii Plokhy tells Lex Fridman why the war in Ukraine is the unfinished collapse of the Russian Empire — not a sudden break with history.
46:13ENNicolai Tangen on Long-Term Investing and Leading Norway’s Sovereign FundInvitado: Nicolai Tangen · Presenta: Harry StebbingsThe fund chief discusses market uncertainty, transparency, climate risk and the difference between patient investing and fast decisions.
1:08:17ENFrank Quattrone on Technology M&A, IPOs and the Amazon Pricing DebateInvitado: Frank Quattrone · Presenta: Harry StebbingsThe Qatalyst founder recounts deals involving Qualtrics, LinkedIn and Amazon, and explains how markets, financing and regulation shape transactions.
9:15ENFigure 01 and Other Robot Demos: What the 2024 Clips ShowMatthew Berman · Forward FutureMatthew Berman reviews a humanoid making coffee, inexpensive robot arms and other robotics demonstrations. The clips show specific tasks, not proof of artificial general intelligence.
39:03ENMI300 Leads Inference by 2x: AMD's CTO on Winning Chip Competition Without a Walled GardenPresenta: Sarah Guo, Elad GilWhen Mark Papermaster became AMD's CTO in fall 2011, nearly all of the company's revenue sat on PCs and gaming, Moore's Law was slowing, and everyone knew it needed a turnaround.
16:27ENMatthew Berman Reviews EMO’s Audio-Driven Portrait Video ResearchMatthew Berman, Jensen Huang · Forward FutureAlibaba researchers animate a portrait from an image and vocal audio; Berman examines the method, its limitations and the implications for trust in video.
1:13:37ENSami Inkinen on Success, Family and a Founder’s IdentityInvitado: Sami Inkinen · Presenta: Harry StebbingsThe Trulia co-founder and Virta Health CEO reflects on the anxiety that followed an IPO, rowing across the Pacific with his wife and building a life beyond work.
3:04:22ENA Ten-Page Memo Told Tucker Carlson Not to Interview PutinInvitado: Tucker Carlson · Presenta: Lex FridmanAfter eight days in Moscow, Carlson tells Lex Fridman why he let Vladimir Putin talk, what Navalny’s death does and does not prove, and why he thinks Washington is blocking a settlement in Ukraine.
1:29:20ENJustin Ishbia on Private Equity, Building Teams and the Benefits of ScaleInvitado: Justin Ishbia · Presenta: Harry StebbingsThe Shore Capital founder explains his buyout strategy, how he develops leaders and why he treats operations as a system.
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