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1:28:42ENLin Qiao on Specialized AI, Open Models and the Economics of InferenceInvitado: Lin Qiao · Presenta: Harry StebbingsThe Fireworks AI CEO explains her case for customized models, discusses infrastructure trade-offs and forecasts lower AI costs and higher use.
1:29:35ENFred Turner on Curative’s Pandemic Pivot, Health Insurance and AI AutomationInvitado: Fred Turner · Presenta: Harry StebbingsCurative’s CEO recounts building a COVID testing operation, moving into health insurance and using AI agents across the company’s workflows.
1:11:01ENMike Mignano on AI Applications, Open Models and Venture StrategyInvitado: Mike Mignano · Presenta: Harry StebbingsThe USV partner discusses AI agents, token spending and the opportunities and risks for startups building above the model layer.
1:20:59ENFlexport CEO Ryan Petersen on Logistics, AI and FundraisingInvitado: Ryan Petersen · Presenta: Harry StebbingsPetersen discusses the economics of global freight, automating operational work, venture financing and the lessons he has taken from building Flexport.
1:35:16ENPerplexity CEO Aravind Srinivas on AI Agents, Compute and CompetitionInvitado: Aravind Srinivas · Presenta: Harry StebbingsSrinivas discusses the future of AI products, infrastructure constraints, export controls and the challenge of building a business around model advances.
1:25:00ENMatan Grinberg on AI Coding, Token Costs and Building FactoryInvitado: Matan Grinberg · Presenta: Harry StebbingsFactory’s CEO discusses enterprise AI budgets, model choice, engineering culture and the uncertain effects of automation on work.
1:35:14ENJosh Browder on Early Investing, DoNotPay and Founder DecisionsInvitado: Josh Browder · Presenta: Harry StebbingsThe DoNotPay founder discusses backing young founders, fundraising, company operations and his personal investment views.
1:03:40ENAndrew Dudum on Hims & Hers, Preventive Care and Building a Public CompanyInvitado: Andrew Dudum · Presenta: Harry StebbingsThe Hims & Hers CEO discusses management, healthcare distribution, marketing and expansion. His medical and commercial claims are presented as his views, not independently verified evidence.
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.
1:24:26ENJohannes Reck on Building GetYourGuide Through Growth and CrisisInvitado: Johannes Reck · Presenta: Harry StebbingsThe travel marketplace founder discusses early pivots, fundraising mistakes, pandemic survival and the challenge of scaling in Europe.
1:16:43ENMicha Kaufman on AI, Work and Fiverr’s Next ChapterInvitado: Micha Kaufman · Presenta: Harry StebbingsThe Fiverr CEO discusses adapting to AI, startup competition, creative work and the uncertainty facing leaders.
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.
1:03:27ENBucky Moore on Venture Platforms, AI and Early-Stage InvestingInvitado: Bucky Moore · Presenta: Harry StebbingsThe new Lightspeed partner discusses capital-intensive model companies, seed valuations, founder selection and the role of large venture firms.
1:13:42ENGuillaume Moubeche on Bootstrapping lemlist Through Sales and ContentInvitado: Guillaume Moubeche · Presenta: Harry StebbingsThe lempire founder describes the early sales work, product mistakes and content strategy behind a bootstrapped software business.
1:27:25ENMarkus Villig on Building Bolt, Marketplace Growth and Self-DrivingInvitado: Markus Villig · Presenta: Harry StebbingsThe Bolt founder recounts an unusually lean start, difficult fundraising and global expansion, then explains his view of autonomous vehicles and the future of mobility.
1:17:00ENDaniel Khachab on Choco’s AI Shift and the Competition for TalentInvitado: Daniel Khachab · Presenta: Harry StebbingsThe Choco CEO discusses automation, European AI infrastructure, fundraising and what COVID taught the food-distribution platform.
56:26ENDonald Tang on SHEIN’s Supply Chain, Global Growth and AccountabilityInvitado: Donald Tang · Presenta: Harry StebbingsSHEIN’s executive chairman explains the company’s on-demand model and discusses pricing, environmental questions and public scrutiny.
1:25:53ENDmitry Gurski on Building Flo Health Through Retention and SimplicityInvitado: Dmitry Gurski · Presenta: Harry StebbingsFlo’s co-founder discusses consumer subscriptions, product research, fundraising and the challenges of scaling a health app.
1:09:50ENKevin Ryan on Founders, Venture Ownership and Building CompaniesInvitado: Kevin Ryan · Presenta: Harry StebbingsThe AlleyCorp founder discusses market selection, incubation economics, fundraising and liquidity, drawing on successes and losses across his career.
1:08:30ENBastian Lehmann on Selling Postmates, Starting Again and the Future of AIInvitado: Bastian Lehmann · Presenta: Harry StebbingsThe former Postmates CEO recounts the Uber stock deal, discusses his approach to investors and shares predictions about personal AI and new devices.
2:13:15ENHe Sold Garbage Bags at 12. The Pitch Hasn't Changed.Invitado: Mark Cuban · Presenta: Lex FridmanMark Cuban tells Lex Fridman that selling is helping, a billion requires luck, DEI is not a mind virus, and drug prices stay high because three middlemen hide the math.
1:13:37ENSami Inkinen on Success, Family and a Founder’s IdentityInvitado: Sami Inkinen · Presenta: Harry StebbingsThe Trulia co-founder and Virta Health CEO reflects on the anxiety that followed an IPO, rowing across the Pacific with his wife and building a life beyond work.
1:23:21ENErik Allebest on Building Chess.com, Growth and Life Beyond MetricsInvitado: Erik Allebest · Presenta: Harry StebbingsChess.com’s co-founder explains how early revenue, content and a global remote team shaped the business, and why its ownership story is more complicated than no outside investment.
1:12:51ENDavis Smith on Building Cotopaxi, Patient Capital and a Life of PurposeInvitado: Davis Smith · Presenta: Harry StebbingsThe Cotopaxi founder discusses his early businesses, mission-led fundraising, leadership transition and the trade-offs between growth and family.
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