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42:44EN
No Priors: AI, Machine Learning, Tech, & Startups· 2026년 9월 24일팟캐스트 · 2명They 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.
22:01ENNo Priors: AI, Machine Learning, Tech, & Startups· 2026년 5월 11일팟캐스트 · 2명The first AI take-private is a $6.3 billion bet that services can grow like software진행자 Sarah Guo, Elad GilLong Lake CEO Alexander Taubman tells Elad Gil why his firm is taking American Express Global Business Travel private after 30 AI-driven acquisitions — and why they buy the company instead of selling it a tool.
25:13ENNo Priors: AI, Machine Learning, Tech, & Startups· 2025년 5월 29일팟캐스트 · 2명The AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giant진행자 Sarah Guo, Elad GilSarah Guo and Elad Gil walk through which AI markets have already consolidated, why rival startups still refuse to merge, and the biotech science sitting unused.
26:08ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 10월 3일팟캐스트 · 2명Fewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.진행자 Sarah Guo, Elad GilChair Lina Khan tells No Priors how merger review actually works in AI markets, why open-weight models matter, and why the agency banned most non-competes.
29:12ENNo Priors: AI, Machine Learning, Tech, & Startups· 2024년 7월 18일팟캐스트 · 2명Goldman says AI will touch 5% of tasks. Two investors take the report apart진행자 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.
1:30:20EN
Lex Fridman· 2024년 3월 25일팟캐스트 · 2명Dana 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.
43:07ENNo Priors: AI, Machine Learning, Tech, & Startups· 2023년 10월 12일팟캐스트 · 2명The 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.
2:44:38ENLex Fridman· 2021년 11월 23일팟캐스트 · 2명Posting 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.
1:42:04EN
Lenny's Podcast팟캐스트 · 2명Paid 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.
1:00:51ENLenny's Podcast팟캐스트 · 2명Inflict 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.
1:34:36ENLenny's Podcast팟캐스트 · 2명Founder 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.
1:34:27ENLenny's Podcast팟캐스트 · 2명Matt 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.