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1:49:29ENChina Is Not Run by One Person. It Is a Mayor EconomyInvitado: Keyu Jin · Presenta: Lex FridmanEconomist Keyu Jin on local GDP races, DeepSeek, tariffs, Jack Ma, and why Western collapse forecasts keep missing the country they describe.
1:22:51ENMartin Mignot on Index Ventures, Revolut and Investing in FoundersInvitado: Martin Mignot · Presenta: Harry StebbingsThe Index Ventures partner explains how he evaluates early-stage companies, manages concentrated returns and learns from missed opportunities.
45:17ENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoPresenta: Sarah Guo, Elad GilCloudflare CEO Matthew Prince on Content Independence Day, why traffic is a broken proxy for value, and how to price the holes in the models.
1:30:36ENMiles Dieffenbach on Endowment Investing, Venture Returns and LiquidityInvitado: Miles Dieffenbach · Presenta: Harry StebbingsThe Carnegie Mellon allocator explains how he compares venture funds with public markets and evaluates fund size, fees and private marks.
36:48ENThe Weekend DeepSeek Dropped, the White House CalledPresenta: Sarah Guo, Elad GilSriram Krishnan walks No Priors through America’s 28-page AI Action Plan, a token-share definition of winning, and why the lead over China is too small to take for granted.
4:30:02ENGenghis Khan Never Fought a Battle He Thought He Could LoseInvitado: Jack Weatherford · Presenta: Lex FridmanAnthropologist Jack Weatherford tells Lex Fridman how an abandoned boy on the Mongolian steppe built the largest contiguous empire in history—and why conquest is only part of the story.
1:16:25ENMartin Casado on AI Models, Open Technology and Venture CompetitionInvitado: Martin Casado · Presenta: Harry StebbingsThe Andreessen Horowitz partner discusses coding tools, open-model policy, labor disruption and how his firm evaluates investments.
58:47ENDaniel Pontecorvo on Cooling Trading Infrastructure and WorkspacesYaron Minsky, Daniel Pontecorvo · Jane StreetFrom dense GPU racks to movable desks, Jane Street’s physical engineering team designs around heat, power, failure and human comfort.
1:27:41ENRon Minsky on the Saga of Multicore OCaml at Jane StreetRon Minsky · Jane StreetA production migration exposed garbage-collector regressions, led to a new pacing design, and illustrated the difficulty of turning research into reliable infrastructure.
32:59ENA Hundred People, a Billion in Revenue, and Zero Venture MoneyPresenta: Sarah Guo, Elad GilSurge AI founder Edwin Chen on why quality human data is a poetry problem, not a bounding-box problem, and why leaderboards keep training models to write clickbait.
2:28:14ENNature Has Structure: Demis Hassabis on Learnable Reality and AGIInvitado: Demis Hassabis · Presenta: Lex FridmanThe Google DeepMind CEO argues that evolution-shaped systems can be modeled by classical learning, and that interactive world models sit on the path to AGI.
1:07:41ENEdwin Chen on Building Surge and the Data Behind AI ModelsInvitado: Edwin Chen · Presenta: Harry StebbingsThe Surge founder discusses a bootstrapped business, training-data quality and the limits he sees in AI benchmarks and synthetic data.
47:05ENLogan Kilpatrick on AI Developers, Interfaces, and the Future of ModelsMatthew Berman, Logan Kilpatrick · Forward FutureIn a July 2025 conversation, Google’s Logan Kilpatrick discusses Windsurf, agent interfaces, coding skills, Veo, and the shifting boundary between models and application scaffolding.
51:06ENScott Wu on Cognition's Windsurf Deal and the Future of AI CodingInvitado: Scott Wu · Presenta: Harry StebbingsThe Cognition CEO explains the fast-moving acquisition, the role of AI agents in engineering, and his predictions for software development.
1:02:54ENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfPresenta: Sarah Guo, Elad GilFormer Gemini reward-model lead Misha Laskin on Asimov, why comprehension beats generation, and why there is no such thing as generalization—only pulling the test distribution into train.
1:02:16ENVlad Tenev on Robinhood, Tokenized Assets and Building Financial ProductsInvitado: Vlad Tenev · Presenta: Harry StebbingsThe Robinhood CEO discusses active traders, AI adoption, private-market tokens and the company’s plans for broader financial services.
6:08:48ENNobody Serious Believes Cookie Banners Help AnyoneInvitado: DHH · Presenta: Lex FridmanLex Fridman talks with David Heinemeier Hansson for six hours about Ruby, Rails, AI, leaving the cloud, Apple's App Store, and why a small company can still refuse other people's money.
44:44EN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsPresenta: Sarah Guo, Elad GilThe Rippling CEO on Zenefits, founder psychology, and why shared underlying capabilities—not narrow focus—win in enterprise software.
1:14:02ENScott Galloway on Wealth, Work, Relationships and PurposeInvitado: Scott Galloway · Presenta: Harry StebbingsThe professor and entrepreneur discusses market power, generational inequality and the personal cost of tying identity to money.
2:57:07ZH余凯:从人工智能研究到地平线的创业十年Invitado: 余凯 · Presenta: 张小珺地平线创始人余凯回顾三十年的研究与创业经历,讲述如何选择技术方向、聚焦汽车市场,以及他对人工智能未来的判断。
49:27ENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringPresenta: Sarah Guo, Elad GilChai Discovery co-founders Joshua Meier and Jack Dent tell Sarah Guo how a generative model now designs antibodies that bind on the first 24-well plate.
1:09ENA Discussion of GPT-4.5’s Scaling and TrainingA speaker offers an assessment of GPT-4.5’s cost, speed and alleged training challenges.
2:53ENJane Street Interns on Projects, Mentorship and LearningDylan · Jane StreetFormer interns and staff describe the learning, open-ended projects and relationships that shaped their internship experience.
1:04:33ENPhilipp Freise on KKR’s European Investing and Private-Market LiquidityInvitado: Philipp Freise · Presenta: Harry StebbingsThe KKR investor discusses deployment discipline, AI, European capital markets and broader access to private investments.
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