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29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apartAnime : Sarah Guo, Elad GilSarah Guo and Elad Gil use a host-only No Priors episode to dismantle a June 2024 Goldman Sachs note, then map where they would buy, incubate, and hold.
53:24ENPedro Franceschi on Brex’s Product Focus, Leadership and IPO ReadinessInvité : Pedro Franceschi · Anime : Harry StebbingsThe Brex CEO discusses founder mental health, enterprise customers, financial infrastructure and building a more predictable business.
1:07:40ENSaam Motamedi on AI Valuations, Series B Risk and Backing FoundersInvité : Saam Motamedi · Anime : Harry StebbingsThe Greylock partner explains why he sees exuberant AI pricing, questions a universal Series A revenue threshold, and favors founder and market judgment over simple checklists.
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.
45:11ENMark Roberge on Sales Hiring, Unit Economics and Moving UpmarketInvité : Mark Roberge · Anime : Harry StebbingsThe former HubSpot sales leader explains how founders can build a sales motion, align incentives and decide when enterprise customers are worth pursuing.
25:56ENA Prompt Cannot Hold a Good Design: Six AI Practitioners at Midyear 2024Anime : Sarah Guo, Elad GilSarah Guo and Elad Gil stitch together clips from Stripe, Figma, Figure, OpenAI's Sora team, Cognition, and Scale into a half-year snapshot of what people actually shipping AI were willing to claim.
54:43ENAra Mahdessian on ServiceTitan’s Customer Focus and LeadershipInvité : Ara Mahdessian · Anime : Harry StebbingsThe ServiceTitan CEO discusses early financing, moving upmarket, pricing and how he tries to inspire a demanding team.
18:57ENAI News in July 2024: Small Models, Voice Tools and OpenAI SecurityMatthew Berman, Andrej Karpathy · Forward FutureMatthew Berman reviews AI product announcements, model evaluation and security reporting, and shares his predictions about the future of computing.
1:12:12ENPat Grady on Sequoia’s Investment Process, Founders and Holding WinnersInvité : Pat Grady · Anime : Harry StebbingsThe Sequoia partner explains how he tests an investment thesis, judges founders and balances patience with the need to return capital.
1:05:52ENAvi Eyal on Venture Returns, Selling Discipline and Supporting FoundersInvité : Avi Eyal · Anime : Harry StebbingsThe Entrée Capital co-founder reflects on monday.com, portfolio construction, liquidity and the difficult decisions behind early-stage investing.
13:30ENAI News in July 2024: Smart Glasses, Robot Skin and Model RoutingMatthew Berman, Mark Zuckerberg · Forward FutureMatthew Berman surveys early plans for AI glasses, robotics demonstrations, generative video and RouteLLM's model-routing results.
3:04:08ENWalk the Rooms: Ivanka Trump on Building, Politics, and the Cost of Hitting SendInvité : Ivanka Trump · Anime : Lex FridmanIn 1960s Czechoslovakia, a 14-year-old ski racer came home from Austria and reported first to the local police — enough detail to be believed, not enough to look like a flight risk.
1:06:53ENMatt Clifford on AI Scaling, China, Defense and Finding FoundersInvité : Matt Clifford · Anime : Harry StebbingsThe Entrepreneur First co-founder weighs new AI ideas against compute constraints, examines competing scenarios for China, and explains how he evaluates entrepreneurial talent.
1:01:42ENSamir Vasavada on Vise: Fundraising, Hiring and Rebuilding After Rapid GrowthInvité : Samir Vasavada · Anime : Harry StebbingsThe Vise co-founder reflects on raising capital quickly, executive hiring, a company reset and the personal pressure of building a startup young.
34:09ENFive Independent Teams Found the Same 10-to-1 Mix That Beats TransformersAnime : Sarah Guo, Elad GilThe authors of S4 and Mamba argue that mostly state-space layers plus a dash of attention is the architecture that actually works—and they are shipping it first as real-time speech.
1:47:18ENA Cannabis Clip Sat Quiet for a Year. Then It Hit X.Invité : Andrew Huberman · Anime : Lex FridmanAndrew Huberman talks with Lex Fridman about online pile-ons, still minds, sharks, ayahuasca, and the slow work of picking who you eat with.
1:09:08ENAndrew Bialecki on Klaviyo’s Bootstrapping, Shopify Partnership and IPOInvité : Andrew Bialecki · Anime : Harry StebbingsThe Klaviyo CEO discusses early product iteration, customer economics, public markets and his hopes for AI.
58:18ENDavid Luan on Model Scaling, AI Agents and Competition Across the Chip StackInvité : David Luan · Anime : Harry StebbingsThe Adept co-founder explains his views on compute, vertical integration, enterprise agents and why human interaction should shape AI product design.
58:16ENVal Scholz on Revolut’s Referral Growth, Hiring and ScalingInvité : Val Scholz · Anime : Harry StebbingsThe former Revolut growth leader explains onboarding, referrals, experimentation and the organizational challenges of rapid growth.
27:26ENA 40-Person Company With 40,000 Paying Customers Wants to Replace the Camera With AIAnime : Sarah Guo, Elad GilHeyGen CEO Joshua Xu tells Sarah Guo and Elad Gil how avatars, localization, and a component-wise video stack are meant to knock the camera out of content production.
3:02:16ENThe journey begins after the answer: Perplexity CEO Aravind Srinivas on search and curiosityInvité : Aravind Srinivas · Anime : Lex FridmanIn 2022, Perplexity's first hire asked about health insurance — and four PhDs could not get a clear answer from Google.
1:02:17ENMichael Eisenberg on AI Investing, Liquidity and Venture DisciplineInvité : Michael Eisenberg · Anime : Harry StebbingsThe Aleph investor discusses AI business models, national security, venture exits and the risks of mistaking a technology boom for durable returns.
1:24:03ENDanny Rimer on Missed Deals, Investment Discipline and Building Index VenturesInvité : Danny Rimer · Anime : Harry StebbingsThe Index partner reflects on Spotify, Snap, Airbnb and Facebook, explains how the firm makes decisions, and weighs patience against the need to realize returns.
27:37ENLeo Pekelis on Extending Llama 3 to a Million-Token ContextMatthew Berman, Leo Pekelis · Forward FutureGradient’s chief scientist explains long-context training, coding use cases, inference costs and why retrieval benchmarks tell only part of the story.
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