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39:43ENWhy Theo Browne Thinks AI Could Strengthen Open-Source BusinessesTheo Browne · T3A case for customizable products, managed services and a proposed way to carry user changes across updates.
1:15:19ENAnj Midha on Anthropic, Compute Bottlenecks and Building Frontier AIInvitado: Anjney Midha · Presenta: Harry StebbingsThe AMP founder recounts Anthropic’s early fundraising and explains his investment thesis around scientific feedback, compute coordination and AI infrastructure.
3:59:19ENFerrari: How Racing, Scarcity and Luxury Built a Global BrandPresenta: Ben Gilbert, David RosenthalAcquired traces Enzo Ferrari, Luca di Montezemolo and the company’s business model.
1:37:50ENGranola Added More Customers Than Almost Anyone by Being Surprisingly UnambitiousPresenta: Nathan LabenzCo-founder Sam Stephenson tells Nathan Labenz how a calm notes app for frazzled meeting days, one Slack-sharing loop, and a refusal to promise the burning-fire work built a $1.5 billion company.
29:26ENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsPresenta: Sarah Guo, Elad GilLiam Fedus tells No Priors how Periodic Labs is connecting language models to experiments so materials science can run in a closed loop.
2:19ENHow Matthew Berman Uses Copilot in His Creator BusinessMatthew Berman · Forward FutureIn a Microsoft partnership, Berman describes using Microsoft 365 Copilot Business for research, sponsor email, and first-pass contract review.
41:00ENRon Conway on Angel Investing, Founder Advocacy and the Power of RelationshipsInvitado: Ron Conway · Presenta: Jack AltmanThe SV Angel founder traces his path from semiconductors to seed investing and explains how he helps founders at critical moments.
2:25:58ENAGI Is Already Here. Building NVIDIA Is Not.Invitado: Jensen Huang · Presenta: Lex FridmanLex Fridman sits down with Jensen Huang for two and a half hours on extreme co-design, CUDA, four scaling laws, and why a $1 billion AI company is easier than a durable one.
57:04ENMatthew Steckman on Anduril’s Defense Business, Procurement and Product BetsInvitado: Matthew Steckman · Presenta: Harry StebbingsAnduril’s president explains a $20 billion procurement ceiling, the company’s approach to building military products and his view of the responsibilities of defense suppliers. His forecasts and company claims reflect his position as an interested executive.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingInvitado: Shaunt Voskanian · Presenta: Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
6:44:38ZH谢赛宁七小时访谈:视觉研究、世界模型与 AMI LabsInvitado: 谢赛宁 · Presenta: 张小珺从研究经历和表征学习,到世界模型、创业、动物智能与生活的长谈。
1:18:06ENGokul Rajaram on Software Moats, AI Products and Venture ReturnsInvitado: Gokul Rajaram · Presenta: Harry StebbingsThe operator and investor explains his eight-part framework for software defensibility and debates how AI changes product strategy, growth and venture investing. His company assessments and forecasts are opinions, and he has investments or board roles in several businesses discussed.
1:10:56ENElena Verna on Lovable’s Growth, Trust and Product-Led MarketingInvitado: Elena Verna · Presenta: Harry StebbingsLovable’s head of growth discusses employee-led social channels, meaningful engagement, pricing and the limits of paid acquisition.
49:59ENHow Legora Built an AI-Native Legal Software CompanyInvitado: Max Junestrand, Chetan Puttagunta · Presenta: Jack AltmanCEO Max Junestrand and investor Chetan Puttagunta discuss product focus, legal workflows, model evaluation and global expansion.
5:10:12ENYou Don't Need a CFO to Make World of WarcraftInvitado: Jeff Kaplan · Presenta: Lex FridmanJeff Kaplan traces the line from 6,000 hours of EverQuest to Overwatch's six-week origin, Titan's collapse, and a 34-person studio that refuses to hand the golden goose over.
1:03:53ENMiles Clements on Cursor, AI Investing and Venture Fund DecisionsInvitado: Miles Clements · Presenta: Harry StebbingsThe Accel partner discusses AI product durability, pricing fast-growing companies and the choices investors face around ownership and liquidity. Accel has invested in Cursor, Anthropic and other companies he discusses.
1:29:46ENKlarna CEO Sebastian Siemiatkowski on AI, Software and the Future of BankingInvitado: Sebastian Siemiatkowski · Presenta: Harry StebbingsThe Klarna cofounder explains his predictions about software switching costs, customer service and a digital financial assistant, while discussing the pressures of building a public company.
51:56ENInsurance Spends $70 Billion on BPOs. Pace Wants 80% Gross Margins InsteadJamie Cuffe tells Sequoia's Training Data how Pace is turning insurance back-office work into agentic process outsourcing—and why every one of its pilots has reached production.
1:04:51EN125 million cells took a decade. The next billion takes monthsPresenta: Nathan LabenzMark Zuckerberg and Priscilla Chan on pairing a frontier biology lab with a frontier AI lab so models train on data that was designed for them.
30:47ENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsPresenta: Sarah Guo, Elad GilLaura Deming on reversible cryopreservation: pause an organ—and someday a patient—so a few months no longer decide who lives long enough for the next therapy.
1:06:37ENLegora CEO Max Junestrand on Legal AI, Growth and CompetitionInvitado: Max Junestrand · Presenta: Harry StebbingsThe founder discusses enterprise adoption, model choices and pricing, as well as his predictions for legal work and the structure of the market.
1:23:12ENVenture Returns, OpenAI Litigation and the Economics of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate public software prices, research talent, AI advertising and late-stage venture valuations.
1:13:24ENWinston Weinberg on Building Harvey, Enterprise AI and the Art of DealsInvitado: Winston Weinberg · Presenta: Harry StebbingsHarvey’s co-founder explains how he thinks about founder focus, enterprise adoption, hiring and negotiating while legal AI changes.
10:16ENMatthew Berman Reviews Disclosures in the Musk–OpenAI LawsuitMatthew Berman · Forward FutureEmails, messages and journal excerpts illuminate disputes over OpenAI’s early direction and the 2023 leadership crisis, while the underlying legal claims remain contested.
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