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46:09ENOriol Vinyals: The Days of Burning 90% of Compute on Pretraining Are NumberedPresenta: Sarah Guo, Elad GilGoogle DeepMind’s VP of research on Gemini, long context, the coming shift from pretraining to RL, and why AGI may never have a finish line.
1:09:06ENEthan Mollick on AI Adoption, Education and the Uncertain Path to AGIInvitado: Ethan Mollick · Presenta: Harry StebbingsThe Wharton professor argues that model progress is only part of the story: organizations, product design and human choices determine how AI changes work and education.
1:18:56ENDelian Asparouhov on Founders Fund, Conviction and Building CompaniesInvitado: Delian Asparouhov · Presenta: Harry StebbingsThe investor and Varda co-founder discusses venture partnerships, founder leadership, aerospace and the personal beliefs shaping his work.
52:53ENNilan Peiris on Wise: Product Value, Word of Mouth and Disciplined GrowthInvitado: Nilan Peiris · Presenta: Harry StebbingsWise’s chief product officer explains how clear savings, useful content and careful acquisition spending supported growth, and where experiments fell short.
44:08ENMark Zuckerberg on Llama 3.1, Open Models and Meta’s AI StrategyMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman reacts to Zuckerberg’s 2024 interview on open-weight AI, safety, platform control and a future of personalized agents.
41:25ENEven If the Models Froze Today, We've Extracted One-Millionth of the ValuePresenta: Sarah Guo, Elad GilAirtable CEO Howie Liu on why a 2012 vision deck still maps the company, why enterprise AI is stuck on imagination, and why codegen will not kill no-code before AGI.
50:15ENJason Lemkin on Wiz, CrowdStrike and the SaaS Liquidity CrunchInvitado: Jason Lemkin · Presenta: Harry StebbingsThe SaaStr founder discusses a reported acquisition approach, a major outage and the economics of legal-tech and venture exits.
1:09:44ENKevin Hartz on Airbnb, Holding Winners and the Tradeoffs of Venture InvestingInvitado: Kevin Hartz · Presenta: Harry StebbingsThe A* co-founder discusses an exploding term sheet, fund liquidity, founder selection and why he prefers to hold exceptional companies.
2:46:20ENJordan Jonas Won Alone Season 6 Without Losing a PoundInvitado: Jordan Jonas · Presenta: Lex FridmanThe survivalist tells Lex Fridman how a moose, a wolverine, freight trains, and a year with Evenki herders taught him to hunt, to wait, and to stay a candle when the woods go quiet.
49:51ENCameron Adams on Canva: Designing for Delight, Depth and ChangeInvitado: Cameron Adams · Presenta: Harry StebbingsThe Canva co-founder discusses onboarding, AI, enterprise products and the decisions behind launches that succeeded or fell short.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartPresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
53:24ENPedro Franceschi on Brex’s Product Focus, Leadership and IPO ReadinessInvitado: Pedro Franceschi · Presenta: Harry StebbingsThe Brex CEO discusses founder mental health, enterprise customers, financial infrastructure and building a more predictable business.
1:07:40ENSaam Motamedi on AI Valuations, Series B Risk and Backing FoundersInvitado: Saam Motamedi · Presenta: Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.
1:03:36ENErin Murphy on Designing Tools for Expert UsersYaron Minsky, Erin Murphy · Jane StreetFrom NASA scientists to Jane Street engineers, a UX designer explains how observation, drawing and collaboration reveal what complex tools need to do.
45:11ENMark Roberge on Sales Hiring, Unit Economics and Moving UpmarketInvitado: Mark Roberge · Presenta: Harry StebbingsThe former HubSpot sales leader explains how founders can build a sales motion, align incentives and decide when enterprise customers are worth pursuing.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Presenta: Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
54:43ENAra Mahdessian on ServiceTitan’s Customer Focus and LeadershipInvitado: Ara Mahdessian · Presenta: Harry StebbingsThe ServiceTitan CEO discusses early financing, moving upmarket, pricing and how he tries to inspire a demanding team.
18:57ENAI News in July 2024: Small Models, Voice Tools and OpenAI SecurityMatthew Berman, Andrej Karpathy · Forward FutureMatthew Berman reviews AI product announcements, model evaluation and security reporting, and shares his predictions about the future of computing.
1:12:12ENPat Grady on Sequoia’s Investment Process, Founders and Holding WinnersInvitado: Pat Grady · Presenta: Harry StebbingsThe Sequoia partner explains how he tests an investment thesis, judges founders and balances patience with the need to return capital.
1:05:52ENAvi Eyal on Venture Returns, Selling Discipline and Supporting FoundersInvitado: Avi Eyal · Presenta: Harry StebbingsThe Entrée Capital co-founder reflects on monday.com, portfolio construction, liquidity and the difficult decisions behind early-stage investing.
13:30ENAI News in July 2024: Smart Glasses, Robot Skin and Model RoutingMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman surveys early plans for AI glasses, robotics demonstrations, generative video and RouteLLM's model-routing results.
3:04:08ENWalk the Rooms: Ivanka Trump on Building, Politics, and the Cost of Hitting SendInvitado: Ivanka Trump · Presenta: Lex FridmanIn 1960s Czechoslovakia, a 14-year-old ski racer came home from Austria and reported first to the local police — enough detail to be believed, not enough to look like a flight risk.
1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersInvitado: Matt Clifford · Presenta: Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:01:42ENSamir Vasavada on Vise: Fundraising, Hiring and Rebuilding After Rapid GrowthInvitado: Samir Vasavada · Presenta: Harry StebbingsThe Vise co-founder reflects on raising capital quickly, executive hiring, a company reset and the personal pressure of building a startup young.
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