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1:14:08ENLovable CEO Anton Osika on AI App Building, Economics and SecurityInvitado: Anton Osika · Presenta: Harry StebbingsOsika discusses Lovable’s reported growth, model costs and product strategy while Stebbings challenges its defensibility and security.
1:09:11ZH广密谈大模型分化、AI 产品与创业窗口Invitado: 广密 · Presenta: 张小珺广密复盘模型公司的战略分化、ChatGPT 的消费品牌壁垒,以及 Claude Code 等产品带来的新机会。他认为 AI 创业窗口正在缩短,但产品体验、团队判断和非共识创新仍能打开空间。
13:30ENHow AlphaGeometry Combines Logical Proof with Creative ConstructionAleph0Aleph0 explains how a symbolic geometry solver gets surprisingly far without AI, and how a language model supplies the auxiliary constructions that take it to Olympiad level.
47:18ENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonPresenta: Sarah Guo, Elad GilSemiAnalysis founder Dylan Patel on OpenAI’s open-weight model, a coming neocloud wipeout, and why a chip startup has to beat Nvidia on hardware, networking, and software at once.
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 StreetYaron 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.
49:55ENAravind Srinivas on Comet, AI Browsers and the Future of WorkMatthew Berman, Aravind Srinivas · Forward FuturePerplexity’s CEO explains why the company built a browser, how it evaluates models and why he expects AI to disrupt jobs.
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.
31:03EN21 Ways to Use AI for Coding, Research and Everyday TasksMatthew Berman, Alex · Forward FutureMatthew Berman and editor Alex demonstrate AI workflows for documents, creative work, decisions, travel and reminders.
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