필터 결과
10개정렬
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year진행자 Sarah Guo, Elad GilSequence Holdings co-founder Michael Lee tells No Priors why owning a market leader, not selling it software, is how AI actually remakes an incumbent.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold To진행자 Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
1:30:20ENDana White Built the UFC From What He Loved — and Hated — About Boxing게스트 Dana White · 진행자 Lex FridmanThe UFC president tells Lex Fridman how a $2 million bargain, a jiu-jitsu mat, and a lifetime of fight-fan grudges became a global sport.
43:07ENThe VCs All Asked Who Else Had Done It. HubSpot’s Answer Was Intuit.진행자 Sarah Guo, Elad GilBrian Halligan walks through two decades of category creation, a CRM pivot nobody wanted, and why he thinks incumbents — not startups — win this AI round.
2:44:38ENPosting a photo of this moment was not a product category yet게스트 Kevin Systrom · 진행자 Lex FridmanKevin Systrom tells Lex Fridman how Instagram began as a failed check-in app, hid a slow upload behind a caption screen, and later sold a thirteen-person company to Facebook for a billion dollars.
1:42:04ENPaid Growth, Step by Step: Shopify's Performance Marketing Lead on Tests, Signal and Team Design게스트 Timothy Davis · 진행자 Lenny RachitskyTimothy Davis walks through when to start paid, how to run signs-of-life tests, which platforms to try, what to measure and who to hire first.
1:00:51ENInflict Pain, But Do It With a Smile: Julia Schottenstein on dbt's Rise and the Art of Getting Acquired게스트 Julia Schottenstein · 진행자 Lenny RachitskyA former NEA investor turned dbt Cloud product leader explains why dbt won, how to approach M&A and pricing, and how venture habits make her a better PM.
1:34:36ENFounder Is an Attitude, CEO Is a Craft: Jonathan Lowenhar on Failure Modes, Magic Box Exits and Hiring게스트 Jonathan Lowenhar · 진행자 Lenny RachitskyEnjoy The Work's Jonathan Lowenhar lays out the skills founders must learn to become CEOs, from avoiding common failure modes to selling a company, hiring, go-to-market and trusting intuition.
1:24:01ENFrom Sandwich Math to Expert Data: Scale AI's CEO on What Actually Makes Models Smarter진행자 Lenny RachitskyJason Droege explains what really happened with Meta's investment in Scale AI, how data labeling turned into expert work, and what Uber Eats taught him about building businesses.
1:34:27ENMatt Mullenweg on Open Source Ideals, the WP Engine Fight and Why Llama Isn't Really Open게스트 Matt Mullenweg · 진행자 Lenny RachitskyThe WordPress co-creator and Automattic CEO gives his side of the WP Engine dispute, explains his open source philosophy, and talks AI, community building and acquisitions with Lenny Rachitsky.









