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1:48:29ENHow AI Is Changing Programming: John Crepezzi and Ron MinskyYaron Minsky, John Crepezzi · Jane StreetJane Street’s AI tooling lead and the Signals and Threads host examine agent infrastructure, security, code review and the changing experience of writing software.
1:36:37ENAaron Bauer on Teaching Software Engineering in the Age of AIYaron Minsky, Aaron Bauer · Jane StreetHow learning goals, active practice and editor design shape engineering education when models can generate the code.
1:04:35ENCliff Weitzman on Owning GPUs, Voice AI and Building SpeechifyInvitado: Cliff Weitzman · Presenta: Harry StebbingsSpeechify's CEO makes the case for owning part of a compute fleet, reflects on a missed business-software opportunity and discusses AI-assisted teams.
5:15:51ENDHH Did Not Write a Line of Omarchy QuattroInvitado: DHH · Presenta: Lex FridmanThirteen months after a skeptical conversation with Lex Fridman, the Rails creator describes how Opus 4.5, a swarm of coding agents, and a one-minute Linux installer ended his era of hand-chiseled Ruby.
48:03ENCoding Will Be Solved. The Bottleneck Is Saying What You WantWarp founder Zach Lloyd tells Sequoia's Sonya Huang why a rebuilt terminal became the lucky form factor for coding agents, and why he stopped subsidizing tokens.
40:13ENAs long as humans still need to read code, the IDE is not dyingZed founder Nathan Sobo argues that source code is a language for people, that terminal agents still need a visual editor, and that conversations should be anchored to every edit.
1:12:58ENChris Lattner on Mojo and the Search for Portable GPU PerformanceYaron Minsky, Chris Lattner · Jane StreetRon Minsky and Chris Lattner discuss the language and compiler design behind Modular’s effort to make accelerator programming both portable and fast.
1:01:00ENv0 Hit 3 Million Users. Vercel’s CEO Says Pages Will Be Generated On Demand Within Five YearsFor a company that sells cloud hosting and frontend tools, one of the fastest-growing signup channels is ChatGPT.
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.
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.
37:45ENCodex Is a Thought Experiment: What If the Agent Worked on Its Own Computer?OpenAI’s Codex team on training o3 to write mergeable PRs, running four copies of a 1 a.m. bug, and why the product only clicks once you stop pairing and start delegating.
1:04:56ENVarun Mohan on Windsurf, Coding Agents and Startup FocusInvitado: Varun Mohan · Presenta: Harry StebbingsThe Windsurf co-founder discusses pivots, rapid product experimentation, coding agents and competition among AI model providers.
33:18ENZuckerberg and Nadella on AI Coding, Agents and the Next Software StackMatthew Berman, Mark Zuckerberg, Satya Nadella · Forward FutureMatthew Berman examines their 2025 LlamaCon conversation about AI-assisted development, open models and changing workflows.
1:26:19ENHe turned down a billion dollars for a world with a billion developersReplit CEO Amjad Masad tells Sequoia’s Training Data why a six-person company walked away from a life-changing offer, and why a billion people writing software is a better end state than AGI as universal basic income.
1:25:12ENHe Hasn’t Typed a Line of Code in Months. Here’s How Augment Reads a Million-Line RepoPresenta: Nathan LabenzGuy Gur-Ari, co-founder and chief scientist at Augment, tells Nathan Labenz how coding agents actually work inside messy enterprise codebases.
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.
59:46ENIn Young Cho on Trading Research and Finding Signal in Financial DataYaron Minsky, In Young Cho · Jane StreetIn Young Cho and Ron Minsky discuss the blurred lines between trading, research, and engineering, and why machine learning in markets is difficult.
1:24:29ENStackBlitz Almost Shut Down. Then Bolt Hit $20 Million ARR in Eight Weeks.Presenta: Nathan LabenzEric Simons tells Nathan Labenz how a seven-year browser operating system, Claude Sonnet 3.5, and a text box replaced the local toolchain.
38:05ENFrom Zero to $20M ARR in Two Months: Bolt's Moat Lives in the BrowserPresenta: Sarah Guo, Elad GilStackBlitz CEO Eric Simons tells No Priors how a five-year WebContainers bet, an open-sourced prompt, and a community of non-coders turned Bolt.new into an overnight full-stack generator.
55:16ENGemini’s API Grew 14× in Six Months. Google’s PMs Explain the Catch-Up.Presenta: Nathan LabenzLogan Kilpatrick and Shrestha Basu Mallick walk through search grounding, Gemini Flash’s price-latency quadrant, and why a near-tied leaderboard still leaves Google third in most developers’ queues.
40:33ENCharlie Marsh on uv: Python Dependency Resolution and PerformanceCharlie Marsh · AstralThe Astral founder explains universal lockfiles, Python packaging constraints, and the data structures and cache design behind uv.
1:07:34ENGitHub Didn’t Believe Copilot Was Writing 25% of the CodeThomas Dohmke tells Sequoia how an unplanned GPT-3 experiment became Copilot, why GitHub still will not train its own foundation model, and how he wants a billion people writing software by 2030.
1:03:36ENErin Murphy on Designing Tools for Expert UsersYaron Minsky, Erin Murphy · Jane StreetFrom NASA scientists to Jane Street engineers, a UX designer explains how observation, drawing and collaboration reveal what complex tools need to do.
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