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1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingInvitado: Bucky Moore · Presenta: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
3:00:50ENA Black Hole Is a Place, Not a ThingInvitado: Janna Levin · Presenta: Lex FridmanTheoretical physicist Janna Levin tells Lex Fridman why the event horizon is empty spacetime, why Hawking’s radiation started a war over information, and why gravity itself may not be fundamental.
38:10ENo3 should wait exactly as long as the answer takesPresenta: Sarah Guo, Elad GilOpenAI researchers Eric Mitchell and Brandon McKinzie tell No Priors why o3's leap is a chain of tools during reasoning — and why you should send the same prompt a hundred times.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleInvitado: Tim Sweeney · Presenta: Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
1:02:51ENTaavet Hinrikus on Venture Incentives and Europe’s Technology AmbitionsInvitado: Taavet Hinrikus · Presenta: Harry StebbingsThe Wise co-founder and Plural partner explains his approach to early-stage investing, fund alignment and building European capabilities.
30:46ENDeep Research Turned Web Browsing into a Trainable ProblemPresenta: Sarah Guo, Elad GilOpenAI researcher Isa Fulford explains why a side project on read-only synthesis became an agent, when reinforcement fine-tuning is worth it, and why models will hack the search engine you gave them.
3:04:01ENXi Jinping Revived China's Personality Cult. He Did Not Revive Mao's Chaos.Invitado: Jeffrey Wasserstrom · Presenta: Lex FridmanHistorian Jeffrey Wasserstrom on Confucius, Tiananmen, censorship, the 2025 trade war, Hong Kong's warning to Taiwan, and why history has no straight road.
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.
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