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1:29:42EN20VC on AI Competition, Founder Control and Software ValuationsInvité : Jason Lemkin, Rory O’Driscoll · Anime : 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 PatienceInvité : David Frankel · Anime : 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 CheaperAnime : 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 DecisionsInvité : Josh Browder · Anime : 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 BuildingInvité : Marc Andreessen · Anime : 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 ChangeInvité : Mitchell Green · Anime : 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 ConsensusInvité : Oren Zeev · Anime : 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 DealsInvité : Winston Weinberg · Anime : 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 BusinessesInvité : Alex Rampell · Anime : 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 SpeedInvité : Alan Chang · Anime : 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 FoundersInvité : David George · Anime : 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 CompetitionInvité : Tarek Mansour · Anime : 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 CompetitionInvité : Maor Shlomo · Anime : 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 PartnershipsInvité : Everett Randle · Anime : 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 InInvité : Dan Houser · Anime : 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 TradeoffInvité : Roger Ehrenberg, Jason Lemkin, Rory O’Driscoll · Anime : 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 plantAnime : 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 RiskInvité : Jason Lemkin, Rory O’Driscoll · Anime : 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 FoundersInvité : Martin Mignot · Anime : 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 AppleInvité : Tim Sweeney · Anime : 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 BlinkInvité : Robert Rodriguez · Anime : 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 ShiftInvité : Victor Lazarte · Anime : Harry StebbingsThe Benchmark partner discusses founder selection, AI revenue quality, the future of work and the role of a venture investor.
1:47:08ENKimbal Musk Cooks So People Will Sit DownInvité : Kimbal Musk · Anime : Lex FridmanThe chef, Tesla board member, and author of The Kitchen Cookbook talks with Lex Fridman about apartheid South Africa, a broken neck, Zip2, and why a table beats a nightclub.
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