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1:24:54ENJason Lemkin on SaaS Investing, Churn and Seed ValuationsInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder revisits successful and disappointing deals, explains his diligence process and assesses the economics of seed investing.
3:10:49ENMemory Is Not a Replay: Charan Ranganath on Forgetting, Imagination, and False MemoriesInvitado: Charan Ranganath · Presenta: Lex FridmanA UC Davis neuroscientist explains why the brain is a cheap prediction machine — and why forgetting is how memory works.
39:59ENFrom $6 million to $30 million ARR in three months: Garry Tan on YC’s AI boomPresenta: 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.
59:47ENAaron Levie on AI Agents, SaaS Pricing and the Race Between Startups and IncumbentsInvitado: Aaron Levie · Presenta: Harry StebbingsThe Box CEO considers how AI might change business workflows, employment and software pricing, and why established companies and startups both have a chance.
39:00ENJPMorgan Has 150 Petabytes. GPT-4 Trained on Less Than One.Presenta: Sarah Guo, Elad GilScale AI founder Alexandr Wang tells No Priors why easy internet data is exhausted, why expert-plus-model teams still win, and why the path to AGI looks more like curing cancer than inventing a vaccine.
54:32ENNikesh Arora on Competition, Acquisitions and Leading Through ChangeInvitado: Nikesh Arora · Presenta: Harry StebbingsThe Palo Alto Networks CEO discusses product advantages, acquisition discipline, communication and the personal tradeoffs of leadership.
58:18ENJiaona Zhang on Product Scorecards, Strategy and Faster LearningInvitado: Jiaona Zhang · Presenta: Harry StebbingsLinktree’s product leader explains how KPI trees, weekly scorecards and collaborative rituals connect customer needs to business outcomes.
30:16ENSuno's CEO Thinks a Billion People Will Make Music, Not Just Stream ItPresenta: Sarah Guo, Elad GilMikey Shulman tells No Priors why Suno skipped speech, charges from day one, and wants the line between listener and creator to disappear.
4:01:52ENPaul Rosolie: The Amazon Is a Machine of Death, and Every Heartbeat in It Is Worth SavingInvitado: Paul Rosolie · Presenta: Lex FridmanDeep in the Peruvian rainforest, the naturalist talks snakes, anacondas, uncontacted tribes, ayahuasca, and why he would rather protect this forest than look for aliens.
1:17:14ENDan Siroker on Repeat Founders, Fundraising and Building for Real ProblemsInvitado: Dan Siroker · Presenta: Harry StebbingsThe Optimizely and Limitless co-founder shares lessons on small teams, investor negotiations and product focus, and explains why founder motivation matters over the long term.
1:10:18ENTom Blomfield on YC, Fundraising and the Founder’s JobInvitado: Tom Blomfield · Presenta: Harry StebbingsThe Monzo co-founder and YC partner discusses selecting founders, running a batch and balancing a large vision with immediate execution.
1:00ENAndrew Ng on Four Agentic AI Design PatternsMatthew Berman, Andrew Ng · Forward FutureA short excerpt identifies reflection, tools, planning and multi-agent collaboration as approaches to building AI agents.
1:02:58ENLarry Shurtz on Hiring Sales Teams, Vertical Playbooks and ForecastingInvitado: Larry Shurtz · Presenta: Harry StebbingsThe Genesys sales leader explains how to prioritize, onboard and coach sellers, and why industry expertise must extend beyond the account executive.
29:09ENThe Hyperscalers Are Spending $200 Billion — and the Next Bottleneck Is a Power PlantPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil walk through music models, on-device LLMs, long context, and why AI capex now sits beside oil and broadband.
1:17:51ENTom Hulme on Angel Returns, Venture Discipline and AI InvestingInvitado: Tom Hulme · Presenta: Harry StebbingsThe GV managing partner separates cash and paper returns, reflects on investment mistakes and explains his view of AI competition.
1:05:50ENSarah Tavel on AI Applications, Model Economics and Venture InvestingInvitado: Sarah Tavel · Presenta: Harry StebbingsThe Benchmark partner explains her thesis on selling AI-driven work, the economics of frontier models and what she looks for in founders.
29:28ENDevin Will Not Replace Engineers. It Will Multiply Them, Says Cognition’s Scott WuPresenta: Sarah Guo, Elad GilThe IOI champion behind Devin explains why an AI software engineer that you can watch over the shoulder creates more human engineers, not fewer.
16:22ENHarrison Chase on Planning, Interface Design and Memory for AI AgentsMatthew Berman, Harrison Chase · Forward FutureThe LangChain CEO outlines open questions for agent builders, with commentary from Matthew Berman on oversight, workflows and memory.
59:00ENMark Suster on Venture Fundraising, Liquidity and Exit PricesInvitado: Mark Suster · Presenta: Harry StebbingsThe Upfront Ventures partner explains his fundraising approach, investment reserves and view of private equity as a buyer of venture-backed companies.
51:00ENArthur Mensch on Mistral’s Open Models, Compute and Developer StrategyInvitado: Arthur Mensch · Presenta: Harry StebbingsThe Mistral AI co-founder explains the company’s mix of open and commercial models, its compute constraints and its bet on efficient developer tools.
52:51ENAdam Gross on Building Product-Led Growth as a Business ModelInvitado: Adam Gross · Presenta: Harry StebbingsThe former Heroku CEO explains how individual adoption becomes team and enterprise value, and why acquisition, product and sales must fit together.
31:24ENSora's Leads: A Minute of HD Video Is Just the GPT-1 of Video ModelsPresenta: Sarah Guo, Elad GilAditya Ramesh, Tim Brooks, and Bill Peebles tell No Priors why text-to-video sits on the path to AGI, why they started from scratch instead of extending an image generator, and why they still have no product date.
1:02:14ENRujul Zaparde on Building Zip, Hiring for Potential and Moving FastInvitado: Rujul Zaparde · Presenta: Harry StebbingsThe Zip co-founder explains how a procurement problem became a company, why repeatability matters, and how he balances speed with creativity and careful hiring.
2:35:24ENThe Equation Was Smarter Than EinsteinInvitado: Sean Carroll · Presenta: Lex FridmanSean Carroll tells Lex Fridman why general relativity is the most beautiful theory in physics, and why its equation predicted black holes, gravitational waves, and the Big Bang before anyone, including Einstein, understood them.
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