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56:56ENA Week of PCB Layout in an Hour: Quilter Trains Agents, Not ImitatorsPresenta: Nathan LabenzSpaceX alum Sergiy Nesterenko tells Will Summerlin how Quilter uses reinforcement learning to compile schematics into manufacturable boards, and why cloning human layouts would cap the system at human skill.
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.
1:38:44ENDavid Tisch and Terrence Rohan on Seed Investing, Conviction and Founder RelationshipsInvitado: David Tisch, Terrence Rohan · Presenta: Harry StebbingsTwo seed investors discuss price, group decisions, follow-on capital and the limits of investor influence—and disagree on signaling.
1:30:41ENThe Model Is a Baked Cake. NYT v. OpenAI Will Likely Cut a Middle PathPresenta: Nathan LabenzTech lawyer Cecilia Ziniti maps the Constitution’s IP clause onto the New York Times lawsuit — and explains why a court is unlikely to order GPT-4 destroyed.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvitado: Ed Sim, Jamin Ball · Presenta: Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
41:30ENRebecca Kaden, Nicole Quinn and Eurie Kim Debate Venture Pricing and AIInvitado: Rebecca Kaden, Nicole Quinn, Eurie Kim · Presenta: Harry StebbingsThe investors discuss seed competition, a tighter Series B market, AI opportunities and how to finance companies after high valuations.
50:31ENEd Sim on Seed Valuations, Inception Investing and Reserving for GrowthInvitado: Ed Sim · Presenta: Harry StebbingsThe Boldstart founder explains his early financing framework, the risks of excess capital and why follow-on discipline matters.
36:22ENOne Attacker and a For Loop: Why Email Is Still the Softest Target in an AI Arms RacePresenta: Sarah Guo, Elad GilMaterial Security co-founder Ryan Noon on how 2016 election hacks, Google and Microsoft's email duopoly, and large language models are rewriting both sides of cybersecurity.
1:01:06ENEly Lerner on Startup Advisors, Growth Strategy and FocusInvitado: Ely Lerner · Presenta: Harry StebbingsThe former Yelp and Chime product leader explains how to choose and compensate advisors, identify a growth lever, and balance strategic bets with essential defensive work.
53:34ENMatthieu Rouif on PhotoRoom's Focus, Mobile Growth and AI DesignInvitado: Matthieu Rouif · Presenta: Harry StebbingsThe PhotoRoom co-founder explains how user testing, a narrow audience and mobile distribution shaped the photo-editing business.
46:15ENMichael Eisenberg and Adi Levanon on Israel’s Tech Community After the October 2023 AttackInvitado: Michael Eisenberg, Adi Levanon · Presenta: Harry StebbingsIn an interview published days after the Hamas-led attack, two investors describe family mobilisation, community support and disruption to startups.
1:24:10ENIs the Venture Capital Model Broken? A Debate on Prices, Product-Market Fit and ReturnsInvitado: Eric Paley, Mike Maples, Jason Lemkin · Presenta: Harry StebbingsEric Paley, Mike Maples and Jason Lemkin debate seed valuations, AI hype, fund returns and the choices founders face after raising too much.
1:20:49ENA Wafer-Scale Chip So AI Stops Waiting on AmdahlPresenta: Nathan LabenzAndrew Feldman, CEO of Cerebras, tells Nathan Labenz why one 2.5-trillion-transistor die, sparse linear algebra, and a 16-machine supercomputer are a better shape than a GPU cluster.
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.
1:01:56ENMike Cessario on Building Liquid Death as a Beverage and Entertainment BrandInvitado: Mike Cessario · Presenta: Harry StebbingsThe Liquid Death founder explains the thinking behind its irreverent marketing, the difficulty of beverage distribution and why he prizes creative ideas that people share.
1:00:19ENWilliam Hockey on Plaid, Column and Building Financial InfrastructureInvitado: William Hockey · Presenta: Harry StebbingsThe Plaid co-founder explains why he started a regulated bank, how he thinks about patient hiring and what he expects from the next decade of fintech.
1:08:42ENParker Conrad on Rippling, Connected Products and Starting AgainInvitado: Parker Conrad · Presenta: Harry StebbingsThe Rippling founder discusses his compound-startup strategy, shared employee data, cross-selling and the lessons he draws from earlier ventures.
3:33:04ENAfrica's Poverty Is Made of Laws, Not of PeopleInvitado: Magatte Wade · Presenta: Lex FridmanSenegalese entrepreneur Magatte Wade tells Lex Fridman how tariffs, Napoleonic codes, and a Cold War wrong turn keep the world's youngest continent poor.
2:46:26ENApple Was a $5 Billion Company in Debt When Tony Fadell Built the iPodInvitado: Tony Fadell · Presenta: Lex FridmanLex Fridman talks with Tony Fadell, co-creator of the iPod, iPhone, and Nest Thermostat, about the decisions, fights, and luck behind those products.
1:06:16ENQuick-Commerce Economics: Airlift, JOKR and Zepto Founders Debate Emerging MarketsInvitado: Usman Gul, Ralf Wenzel, Aadit Palicha · Presenta: Harry StebbingsIn a 2022 roundtable, three founders compare fulfillment costs, basket size, fees and advertising while disagreeing about the economics of delivery speed.
1:46:49ENAriel Ekblaw on Self-Assembling Habitats and Why the Real Space Cities Will FloatInvitado: Ariel Ekblaw · Presenta: Lex FridmanThe MIT Space Exploration Initiative director talks swarm tiles, lunar ants, and why Mars is a research station rather than a backup Earth.
2:54:52ENThe Marvelous Proof Still Lives in the MarginPresenta: Lex FridmanLuís and João Batalha, the brothers behind Fermat's Library, talk with Lex Fridman about hidden backstories, a publishing system that buys its own work twice, and how to sit with a paper until it finally clicks.
2:59:57ENThe Farmer With a $50 Phone: Sergey Nazarov on Oracles, Trust, and Hybrid Smart ContractsInvitado: Sergey Nazarov · Presenta: Lex FridmanThe Chainlink co-founder tells Lex Fridman how definitive truth, oracle networks, and cryptographically guaranteed contracts could leapfrog banks, insurers, and marble-column confidence.
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