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1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingInvitado: Jason Wilk · Presenta: Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
3:29:02ENRobert Rodriguez: Sift the Ashes, Keep the Pipe Open, Don't BlinkInvitado: Robert Rodriguez · Presenta: Lex FridmanThe director of El Mariachi, Desperado, Sin City, and Alita: Battle Angel tells Lex Fridman how limitation, failure, sound, and identity became his method.
40:54ENDiscovery rates collapsed tenfold. KoBold still found a 5% copper depositPresenta: Sarah Guo, Elad GilJosh Goldman explains why KoBold Metals treats mineral exploration as an information problem, pairing AI with century-old maps to hunt lithium and copper.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftInvitado: Victor Lazarte · Presenta: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
41:52ENMercor Hit $100 Million ARR Teaching Models to Hire. Humans Now Write the Exams.Presenta: Sarah Guo, Elad GilBrendan Foody tells Sarah Guo and Elad Gil how Mercor automated recruiting for frontier labs — and why building evals may become the world's most common knowledge job.
3:19:00ENTen Minus Two Equals TwentyInvitado: Dave Smith · Presenta: Lex FridmanComedian and libertarian Dave Smith tells Lex Fridman that American wars keep manufacturing enemies, that Gaza and Ukraine follow the same arithmetic, and that long conversations broke the old monopoly on selling war.
1:10:19ENCarvana CEO Ernie Garcia on Conviction, Debt and Building Through Difficult MarketsInvitado: Ernest Garcia · Presenta: Harry StebbingsThe co-founder reflects on fundraising, operations, public markets and the personal trade-offs of leading a company.
27:45ENNasdaq Down 8% and Ghibli Everywhere: AI Is Already in Inning ThreePresenta: Sarah Guo, Elad GilSarah Guo and Elad Gil on the latest image-gen wow cycle, why public-market panic is mostly noise for software startups, and where specialized models still have room.
47:04ENKevin Scott on AI Products, DeepSeek and the Future of SoftwareInvitado: Kevin Scott · Presenta: Harry StebbingsMicrosoft’s CTO discusses model efficiency, agents, coding and why useful products matter in an AI transition.
3:09:05ENFrom a Ukrainian Dugout, Douglas Murray Refuses to Forget the ObviousInvitado: Douglas Murray · Presenta: Lex FridmanWatching the Oval Office blowup from an eastern-front bunker, the author of *On Democracies and Death Cults* talks Putin, Zelenskyy, Hamas, Netanyahu, and the people who say they love death more than life.
48:09ENJulia Hoggett on London Listings, Pension Reform and the UK’s Capital MarketsInvitado: Julia Hoggett · Presenta: Harry StebbingsThe London Stock Exchange plc CEO argues that pension reform and more domestic investment could reconnect British savers with growing companies. She challenges common comparisons with US listings while acknowledging the trade-offs.
38:43ENTwo in Five Doctors Want Out. An On-Call Cardiologist Built the Note That Lets Them StayPresenta: Sarah Guo, Elad GilAbridge CEO Shiv Rao on treating the doctor-patient conversation as healthcare's source of truth, and why the company ran straight at the hardest health systems.
1:24:12ENMitchell Green on Finding Software Companies and Returning Capital to InvestorsInvitado: Mitchell Green · Presenta: Harry StebbingsLead Edge Capital’s founder explains his sourcing framework, exit discipline and skepticism about paying high prices for AI.
1:14:36ENAndrew Feldman on AI Chips, Inference and Competing With NvidiaInvitado: Andrew Feldman · Presenta: Harry StebbingsThe Cerebras CEO explains wafer-scale computing, argues inference demand will grow and discusses the limits of his industry’s infrastructure.
5:20:08ENThePrimeagen Would Rather Redesign the Room Than Trust WillpowerInvitado: ThePrimeagen · Presenta: Lex FridmanLex Fridman talks with Michael Paulson about linked lists, Netflix, Neovim, ADHD, addiction, AI, and the night he says God gave him a conscience.
1:11:34ENElias Torres on Selling Drift, Hiring and Building Again with AIInvitado: Elias Torres · Presenta: Harry StebbingsThe Agency co-founder explains why a $1.2 billion sale felt like falling short, how he changed his hiring process, and why he thinks AI could reshape enterprise teams.
8:35ENAI News: Vibe Jam, Mistral Small 3.1 and New Audio ModelsMatthew Berman · Forward FutureMatthew Berman surveys March 2025 releases, from AI-assisted games and local models to search, audio and creative tools.
35:14ENRobots Have No Wikipedia. Chelsea Finn Is Starting With Three Buildings.Presenta: Sarah Guo, Elad GilPhysical Intelligence’s cofounder tells No Priors why a generalist robot model has to be trained across embodiments, why open-sourcing hardware is a bet against the problem going unsolved, and why humanoids are a little overrated.
1:12:05ENPeter Singlehurst on Growth Investing, Mistakes and Private-Market LiquidityInvitado: Peter Singlehurst · Presenta: Harry StebbingsBaillie Gifford’s head of private companies explains how he assesses durable business models, reinvestment decisions and investment risk.
56:42ENYamini Rangan on HubSpot, AI and Competing in the MidmarketInvitado: Yamini Rangan · Presenta: Harry StebbingsThe HubSpot CEO discusses founder transitions, product-led growth, AI pricing and serving larger customers without abandoning smaller ones.
3:17:34ENIndia will see eye to eye: Narendra Modi on fasting, democracy, and peaceInvitado: Narendra Modi · Presenta: Lex FridmanAfter forty-five hours on water, Lex Fridman sits down with India's prime minister for a three-hour conversation on poverty, faith, war, and what holds a civilization together.
50:35ENCopilot Already Writes Half the Code. GitHub's CEO Says Agents Still Have Four Gates to ClearPresenta: Sarah Guo, Elad GilThomas Dohmke on agent mode, why median developers are not going anywhere, and how AI is repricing the tools that write software.
1:12:13ENNiklas Östberg on Delivery Hero’s Growth, Acquisitions and the Cost of Moving Too FastInvitado: Niklas Östberg · Presenta: Harry StebbingsThe Delivery Hero founder reflects on pandemic-era financing, a costly Gorillas investment and how to distinguish sustainable delivery growth from subsidized volume.
59:46ENIn Young Cho on Trading Research and Finding Signal in Financial DataYaron Minsky, In Young Cho · Jane StreetIn Young Cho and Ron Minsky discuss the blurred lines between trading, research, and engineering, and why machine learning in markets is difficult.
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