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1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate how AI is reshaping software markets, talent, infrastructure and investor incentives.
1:30:48ENDavid Frankel on Seed Investing, AI Winners and the Value of PatienceInvitado: David Frankel · Presenta: Harry StebbingsFounder Collective’s co-founder debates fund size, valuations and exits with Harry Stebbings, and explains why he expects both transformative AI companies and heavy losses.
1:01:27ENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperPresenta: Sarah Guo, Elad GilIsaiah Taylor walks Sarah Guo through Ward 250 in Utah and argues that nuclear is a hardware-iteration problem, not a paper-design one.
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.
1:16:32ENMarc Andreessen on Venture Investing, AI and the Work of BuildingInvitado: Marc Andreessen · Presenta: Harry StebbingsThe a16z co-founder discusses founder selection, venture economics, AI and why his firm has no current need to go public.
44:19ENThe $500-per-Kilogram Line: Why Starcloud Thinks Data Centers Belong in SpaceStarcloud founder Philip Johnston walks through the physics, launch economics, and business model of putting AI compute in orbit.
1:04:15ENMitchell Green on Software Stocks, Venture Liquidity and Investing Through AI ChangeInvitado: Mitchell Green · Presenta: Harry StebbingsThe Lead Edge founder explains his approach to buying, selling and assessing retention while debating AI disruption and venture-fund economics.
1:15:08ENOren Zeev on AI, Venture Fund Economics and Investing Against ConsensusInvitado: Oren Zeev · Presenta: Harry StebbingsThe solo investor discusses growth, concentrated portfolios, fund incentives and the uncertainty facing venture firms as AI changes markets.
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.
1:15:19ENAlex Rampell on Venture Scale, Founder Judgment and Durable AI BusinessesInvitado: Alex Rampell · Presenta: Harry StebbingsThe Andreessen Horowitz investor explains how he weighs ownership, founder motivation and customer retention as venture funds and AI markets grow.
1:06:10ENFuse CEO Alan Chang on Revolut, Energy and Building at SpeedInvitado: Alan Chang · Presenta: Harry StebbingsChang discusses his management approach, energy policy and Fuse’s growth while Harry Stebbings challenges several of his assumptions.
1:11:52ENDavid George on Venture Fund Scale, AI Economics and Backing FoundersInvitado: David George · Presenta: Harry StebbingsThe Andreessen Horowitz growth investor discusses private-market returns, AI company valuations and the judgment behind the firm’s investments.
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.
1:18:29ENBase44 Founder Maor Shlomo on AI App Building and CompetitionInvitado: Maor Shlomo · Presenta: Harry StebbingsShlomo explains why he joined Wix, how he thinks about app-builder defensibility and why the future of software remains contested.
1:26:42ENEverett Randle on Venture Fund Size, AI Margins and Founder PartnershipsInvitado: Everett Randle · Presenta: Harry StebbingsThe new Benchmark partner discusses lessons from former colleagues, investment trade-offs and the challenge of measuring AI businesses.
2:45:26ENDan Houser on Fake Worlds You Want to Live InInvitado: Dan Houser · Presenta: Lex FridmanThe Rockstar co-founder talks with Lex Fridman about GTA, Red Dead Redemption, character craft, leaving the company, and why language models will not write the last five percent.
1:25:13ENThinking Machines, AI Infrastructure and the Venture Portfolio TradeoffInvitado: Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings and three investors examine founder commitments, the economics of selling a venture platform and how to allocate capital as AI markets accelerate.
31:57ENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantPresenta: Sarah Guo, Elad GilZach Dell tells Elad Gil how a $1.3 billion raise, a Texas-only retail business, and a Tesla-and-SpaceX hiring bench are meant to cut the cost of moving an electron.
1:25:48ENNvidia’s OpenAI Commitment, H-1B Policy and the Venture Investor’s RiskInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll discuss AI infrastructure financing, IPO liquidity and how startup investors weigh concentrated bets.
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.
4:25:19ENA shareware text editor, a 30-hour binge, and a five-year war with AppleInvitado: Tim Sweeney · Presenta: Lex FridmanTim Sweeney traces Unreal Engine’s thirty-year climb, the four-week birth of Fortnite Battle Royale, a new language for the metaverse, and why he thinks Apple is on the wrong side of computing history.
3:29:02ENRobert Rodriguez: Sift the Ashes, Keep the Pipe Open, Don't BlinkInvitado: Robert Rodriguez · Presenta: Lex FridmanThe director of El Mariachi, Desperado, Sin City, and Alita: Battle Angel tells Lex Fridman how limitation, failure, sound, and identity became his method.
1:12:26ENVictor Lazarte on Founders, AI and Investing Through a Technology ShiftInvitado: Victor Lazarte · Presenta: Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:15:28ENMike Maples on Seed Investing, Founder Fit and When to SellInvitado: Mike Maples · Presenta: Harry StebbingsThe Floodgate investor explains his approach to fund economics, exceptional founders, follow-ons and partial exits.
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