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15:33ENFiggie Strategy: Reading Hands, Winning Majorities and Pricing CardsBradley, Mike · Jane StreetJane Street traders Bradley and Mike analyze three games to show how private information, market competition and timing affect card prices.
27:39EN3Blue1Brown and Jane Street on Trading, Machine Learning and CultureGrant Sanderson, Nitya, In Young, Craig, Alok · 3Blue1BrownGrant Sanderson talks with Jane Street colleagues about market making, shared compute, research and the paths that brought them to the firm.
54:29ENfomo CEO Paul Erlanger on Social Trading, Fundraising and Product GrowthInvitado: Paul Erlanger · Presenta: Harry StebbingsErlanger discusses building a trading app, raising from angels and venture firms, and combining social features with financial products.
29:36ENJane Street on GPU Infrastructure, Trading and HiringDwarkesh Patel, Yaron Minsky, Daniel Pontecorvo · Dwarkesh PatelDwarkesh Patel speaks with Ron Minsky and Dan Pontecorvo about trading at different speeds, building data centers and expanding compute and teams.
1:08:22ENMark Doss on Production Engineering for High-Stakes TradingMark Doss · Jane StreetWhy every order matters, how event-based monitoring detects unexpected failures, and what a realistic incident reveals about trading operations.
1:37:01ENAnthropic, OpenClaw and Software Valuations: A 20VC Investor RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate the concentration of AI capital, the pressure on software companies and the risks of autonomous agents.
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.
1:18:04ENBrex, AI Inference Costs and the IPO Market: A 20VC RoundtableInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate reported deals, AI economics and public-market exits. Their valuations, financial figures and predictions are estimates or reported claims, not independently verified results.
47:45ENTarek Mansour on Kalshi’s Funding, Prediction Markets and CompetitionInvitado: Tarek Mansour · Presenta: Harry StebbingsThe Kalshi CEO discusses its $1 billion raise, media partnerships, regulatory history and rivalry with Polymarket.
1:34:12ENOpenAI Secondaries, Ramp and the Price of AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll, Jeff Lawson · Presenta: Harry StebbingsJason Lemkin, Rory O’Driscoll and Jeff Lawson join Harry Stebbings to debate AI funding, founder incentives and the risks of moving too fast.
1:34:58ENDatabricks Valuation, CoreWeave Debt and the Risks Behind AI GrowthInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsJason Lemkin and Rory O’Driscoll join Harry Stebbings to discuss private valuations, fintech and the financing of AI infrastructure.
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.
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.
1:09:30ENChime’s IPO, Scale AI’s Deal and the Return of Public-Market LiquidityInvitado: Rory O’Driscoll, Jason Lemkin, Garrett · Presenta: Harry StebbingsHarry Stebbings, Rory O’Driscoll, Jason Lemkin and Garrett from Handshake discuss AI suppliers, venture exits and the IPO market in June 2025.
1:19:40ENIan Henry on Building Trader Tools, Functional UIs and Creative CodingYaron Minsky, Ian Henry · Jane StreetFrom high-density options interfaces to a 3D playground, Ian Henry and Ron Minsky explore the software choices that make complex tools usable.
1:35:12ENJack Zhang on Building Airwallex and Scaling Global PaymentsInvitado: Jack Zhang · Presenta: Harry StebbingsThe Airwallex founder recounts early funding, product pivots, a proposed Stripe deal and the costs of international expansion.
1:04:29ENImmad Akhund on Mercury, Angel Investing and His New FundInvitado: Immad Akhund · Presenta: Harry StebbingsThe Mercury CEO discusses a $26 million institutional fund, early-stage investing, AI valuations and the demands of running both.
5:13ENHow Jane Street’s Accounting Team WorksCarmen, Ava, Hannah · Jane StreetAccounting staff describe shared responsibilities, automation, early involvement in decisions and growth in a flat organization.
1:01:21ENJason Wilk on Dave’s Turnaround, Credit and Digital BankingInvitado: Jason Wilk · Presenta: Harry StebbingsThe Dave founder discusses going public, AI underwriting, customer acquisition and competing to serve consumers with short-term credit.
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.
1:03:51ENMax Levchin on Hiring, Postmortems and Leading AffirmInvitado: Max Levchin · Presenta: Harry StebbingsThe Affirm founder discusses candid feedback, calculated risk, durable product work and staying focused through public-market volatility.
1:06:04ENDan Gill on Carvana’s Unit Economics, Product Decisions and TurnaroundInvitado: Dan Gill · Presenta: Harry StebbingsThe Carvana product leader discusses financing, logistics, prioritization and leading through a dramatic market-cap decline.
45:35ENNik Storonsky on Revolut’s Product Bets and Global Banking AmbitionsInvitado: Nik Storonsky · Presenta: Harry StebbingsThe Revolut founder discusses management, banking licenses, product experiments and a possible public listing, as well as his data-driven investment firm.
55:01ENVlad Tenev on GameStop, Robinhood’s Growth and AI in FinanceInvitado: Vlad Tenev · Presenta: Harry StebbingsThe Robinhood CEO reflects on a turbulent trading crisis, company culture, financial products and the potential role of AI.
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