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1:19:50ENSameer Dholakia on AI Investing, Bessemer's Growth Strategy and Company CultureInvitado: Sameer Dholakia · Presenta: Harry StebbingsThe Bessemer partner explains his approach to pricing fast-growing AI companies, backing founders and building teams, while discussing the risks behind his optimistic forecasts.
58:54ENMike Cannon-Brookes on AI Agents, Enterprise Context and the Future of InterfacesInvitado: Mike Cannon-Brookes · Presenta: Harry StebbingsAtlassian's CEO argues that agents make product design more important, explains the trade-offs in enterprise AI, and makes the case for slower thinking.
1:12:06ENMax Freeman on Building Ramp’s Sales MachineInvitado: Max Freeman · Presenta: Harry StebbingsRamp’s sales leader explains how he hires, trains and equips sellers, from early outbound experiments to enterprise forecasting and AI-assisted research.
1:11:14ENVenky Ganesan on AI Venture Investing, Ownership and the Cost of Missing OutInvitado: Venky Ganesan · Presenta: Harry StebbingsMenlo Ventures' partner discusses seed bets, concentrated follow-ons, market cycles, investor liquidity and the discipline needed when AI valuations accelerate.
1:15:42ENAlex Mashrabov on Higgsfield's AI Video Business, Model Costs and GrowthInvitado: Alex Mashrabov · Presenta: Harry StebbingsHiggsfield's founder explains the search for product-market fit, how he calculates annualized revenue and why creative workflows matter more than chasing model benchmarks.
1:16:29ENDavid Morehead on Endowment Liquidity, Venture Returns and Portfolio ConstructionInvitado: David Morehead · Presenta: Harry StebbingsBaylor University’s chief investment officer explains how his team balances private assets, public markets and spending needs, and why time matters as much as a return multiple.
1:21:52ENMatteo Franceschetti on Eight Sleep, AI Teams and the Cost of AmbitionInvitado: Matteo Franceschetti · Presenta: Harry StebbingsEight Sleep's CEO discusses customer acquisition, hardware economics, AI-assisted operations and the personal trade-offs behind building a company.
1:29:22ENEno Reyes on AI Model Economics, Enterprise Control and Factory's StrategyInvitado: Eno Reyes · Presenta: Harry StebbingsFactory's CTO discusses cost per outcome, model routing, open models, enterprise hiring and his expectations for the AI market.
1:09:44ENAndrew Macdonald on Uber’s Membership Strategy, Autonomy and AIInvitado: Andrew Macdonald · Presenta: Harry StebbingsUber’s president and COO discusses marketplace incentives, autonomous vehicles, the company’s China exit and the challenge of measuring AI’s value.
1:06:10ENK. R. Sridhar on Distributed Power, AI Demand and Energy AccessInvitado: K. R. Sridhar · Presenta: Harry StebbingsBloom Energy’s CEO discusses data-center power, manufacturing, natural gas and his vision for broader electricity access.
1:16:37ENNikesh Arora on Enterprise AI, Cybersecurity and Model EconomicsInvitado: Nikesh Arora · Presenta: Harry StebbingsPalo Alto Networks’ CEO discusses model depth, token costs, security and how leaders can adapt large organizations.
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.
56:55ENNico Laqua on Corgi’s Work Culture, Fundraising and AIInvitado: Nico Laqua · Presenta: Harry StebbingsCorgi’s co-founder describes a seven-day work culture, the company’s cafe and equity practices, and his approach to investors and AI.
1:08:23ENShiv Rao on Building Abridge, Clinical Workflows and AIInvitado: Shiv Rao · Presenta: Harry StebbingsThe Abridge co-founder discusses years of market development, model choices, data trust and the limits of automating clinical work.
1:13:48ENPatrick Forquer on Selling Legal AI and Scaling Legora’s Revenue TeamInvitado: Patrick Forquer · Presenta: Harry StebbingsLegora’s chief revenue officer explains how his team runs pilots, trains salespeople and forecasts rapid growth, and shares company-reported performance figures.
1:20:30ENTobi Lütke on Building Shopify, AI and the Future of WorkInvitado: Tobi Lütke · Presenta: Harry StebbingsShopify’s CEO discusses long-term leadership, AI-assisted engineering and his views on employment and public policy.
1:14:23ENBecca Lindquist on Clay’s Sales Hiring, Compensation and AIInvitado: Becca Lindquist · Presenta: Harry StebbingsClay’s head of sales explains how she evaluates candidates, designs incentives and builds customer champions in a product-led business.
1:20:29ENAdam Foroughi on AppLovin, AI and Building a Lean CompanyInvitado: Adam Foroughi · Presenta: Harry StebbingsAppLovin’s CEO discusses staff cuts, AI-assisted engineering, compensation and public-market decisions, offering his account of a volatile company turnaround.
1:25:37ENCarles Reina on ElevenLabs Sales, Compensation and Global GrowthInvitado: Carles Reina · Presenta: Harry StebbingsThe ElevenLabs sales leader explains his approach to quotas, AI-assisted workflows, international markets and partner distribution.
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.
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.
58:26ENGili Raanan on Venture Entry Prices, Growth and Private-Market LiquidityInvitado: Gili Raanan · Presenta: Harry StebbingsThe Cyberstarts founder explains his approach to cybersecurity investing, when he discusses margins and why secondary sales can help employees and limited partners.
1:05:06ENShaunt Voskanian on Figma’s Sales Motion, Quotas and CoachingInvitado: Shaunt Voskanian · Presenta: Harry StebbingsFigma’s chief revenue officer explains how self-service adoption connects to enterprise sales, and why quota targets are only one part of evaluating a representative.
1:17:50ENNvidia’s AI Spending Outlook, Anduril’s Army Contract and the Venture Math Behind Big BetsInvitado: Jason Lemkin, Rory O’Driscoll · Presenta: Harry StebbingsHarry Stebbings, Jason Lemkin and Rory O’Driscoll debate infrastructure spending, AI-driven organizational change and the challenge of investing in huge markets.
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