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35:37ENPricing the Future: Kalshi's Tarek Mansour on Winning the Right to Trade ElectionsPresenta: Sarah Guo, Elad GilThe Kalshi CEO explains how his regulated exchange beat the CFTC in court, why he sees event contracts as hedging rather than gambling, and why he thinks market prices beat polls and pundits.
1:23:36ENYou Are Not a Marketplace Founder (Yet): A Stanford Professor on Friction, Data and ExperimentsInvitado: Ramesh Johari · Presenta: Lenny RachitskyRamesh Johari explains what marketplaces really sell, why prediction is not decision-making, and how experiments and rating systems should be designed.
1:12:04ENBeyond the Chat Box: OpenAI's Head of Design on Adaptive Interfaces and the Designer's FuturePresenta: Lenny RachitskyIan Silber, head of product design at OpenAI, discusses designer anxiety, shifting roles, designing for a billion very different users, and where ChatGPT and Codex are headed.
1:56:31ENSpeak Before You Think: Tristan de Montebello's Games and Methods for Becoming a Better SpeakerInvitado: Tristan de Montebello · Presenta: Lenny RachitskyThe Ultraspeaking co-creator explains why speaking is a meta skill, then walks Lenny Rachitsky through live practice games and two methods for preparing talks.
17:32ENOver-Automating, Googling Doctors and Neural Nets: George Hotz Reviews Programming MemesPresenta: Lex FridmanLex Fridman and George Hotz rate printed programming memes, and the jokes turn into candid talk about testing, hiring, social media and the power of neural networks.
1:33:38ENSell Before You Tell: Wes Kao's Tactics for Communication That Actually LandsPresenta: Lenny RachitskyExecutive-communication teacher Wes Kao breaks down the frameworks — sales before logistics, signposting, MOO, CEDAF — that turn clear thinking into buy-in.
1:19:50ENIt's 1997 for AI: Benedict Evans on Why It's a Huge Deal, but Only as Big as the InternetPresenta: Lenny RachitskyAnalyst Benedict Evans explains why he thinks AI is as big as the internet or mobile and no bigger, and what that means for jobs, model companies, distribution and the backlash.
1:24:37ENTools Exist to Solve Problems: Austin Hay's Practical Guide to Marketing TechnologyInvitado: Austin Hay · Presenta: Lenny RachitskyRamp's head of marketing technology explains what MarTech is, where it sits in the org, how to build the data stack, and how to hire for it.
1:29:39ENFive Customers, Three Prototypes, One Day: How to Find Your Bullseye CustomerPresenta: Lenny RachitskyMichael Margolis of GV explains how to narrow to the customer most likely to adopt first — and how to prove it with a one-day research sprint.
33:31ENOpen Source Catches Up, Regulation Can Wait: Sarah Guo and Elad Gil Answer Listener QuestionsPresenta: Sarah Guo, Elad GilTwo AI investors cover open-source models, autonomous agents, whether to regulate AI, where startups can win, and why healthcare innovation is so hard.
1:19:39ENEngineers Become Sorcerers: OpenAI's Sherwin Wu on the Next 12 to 24 MonthsPresenta: Lenny RachitskyThe head of engineering for OpenAI's API and developer platform describes life with Codex, how management is changing, and why builders should aim for where the models are going.
45:00ENAgents Everywhere: OpenAI's Blueprint for Tool Use, Evals, and Computer-Use InfrastructurePresenta: Jacob EffronOpenAI's API platform team explains how agents are moving from deterministic workflows to reasoning-driven tool use, and what developers still lack.
1:31:56ENPerfect Is Creepy: What a Child Psychologist Knows About Leading Difficult AdultsPresenta: Lenny RachitskyDr. Becky Kennedy explains how the principles she uses to raise resilient kids apply to managers, teams and colleagues.
1:04:06ENBuild the Model, Then Garden the Marketplace: Dan Hockenmaier on Growth Models and Marketplace StrategyInvitado: Dan Hockenmaier · Presenta: Lenny RachitskyFaire's head of strategy and analytics explains how to build a growth model, which marketplace metrics matter, and why marketplaces demand a light touch.
54:52ENCoding Agents Are Breaking Containment: The 2026 AI Stack, the Coding Wars, and the Next FrontierPresenta: Jacob EffronJacob Effron and Swyx map the state of AI engineering, from agent harnesses and infrastructure churn to coding-market economics, open models, dark factories, and world models.
1:28:38ENBuild for Feelings, Not Graphs: Inside The Browser Company's Product PhilosophyInvitado: Josh Miller · Presenta: Lenny RachitskyJosh Miller, CEO of The Browser Company, explains how Arc is built around emotions, values, a tiny-but-unusual team and a bet on the internet as the next computer.
10:39ENStatistics as Decision-Making: Michael I. Jordan on Bayesians, Frequentists and the Ideas Between ThemPresenta: Lex FridmanBerkeley's Michael I. Jordan explains where statistics came from, why it is really about decisions, and how empirical Bayes and false discovery rate bridge two rival philosophies.
11:29ENWhy Tesla AI Day Was the Most Impressive Real-World AI Effort Lex Fridman Has SeenPresenta: Lex FridmanLex Fridman walks through the neural network, data annotation, Dojo and Tesla Bot announcements and what they say about solving real-world robotics.
1:38:33ENPrice Before Product: Madhavan Ramanujam's Masterclass on Monetizing InnovationInvitado: Madhavan Ramanujam · Presenta: Lenny RachitskyThe author of Monetizing Innovation walks product teams through willingness-to-pay research, segmentation, pricing models, benefit messaging and behavioral pricing.
1:06:22ENPerplexity's Bet: Search Becomes Answers, and Answers Become a BusinessPresenta: Jacob EffronThe Perplexity CEO explains how a consumer AI search product is built, sequenced, and defended against Google.
1:01:12ENThe Failure Dividend: What Leaders from Airbnb, Google, Pets.com, Quibi, Duolingo, and Toast Learned from Their Worst MomentsPresenta: Lenny RachitskyA compilation of product leaders' most searing failures—and the operating lessons they extracted from them.
52:28ENRay Kurzweil on Hierarchies, the Neocortex and Merging with AIInvitado: Ray Kurzweil · Presenta: Lex FridmanIn an MIT AGI course lecture, Kurzweil connects the history of neural networks to his hierarchical theory of the neocortex, language understanding at Google, longevity, jobs and existential risk.
1:19:32ENProduct Ops Is the Operating System Your Product Team Is MissingPresenta: Lenny RachitskyMelissa Perri and Denise Tilles explain how product operations frees product managers from busywork, improves decision speed, and scales product organizations without adding unnecessary overhead.
48:18ENStop Writing Solutions as Opportunities: Teresa Torres on Opportunity Solution Trees and Weekly Customer InterviewsInvitado: Teresa Torres · Presenta: Lenny RachitskyThe author of Continuous Discovery Habits explains how to structure a messy product problem, collect customer stories every week, and make better bets with small amounts of data.
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