筛选结果
14 篇排序
42:44ENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a Year主持 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.
22:01ENThe first AI take-private is a $6.3 billion bet that services can grow like software主持 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.
1:27:01ENThe $16 Trillion Services Market Is Being Bought, Not Sold To主持 Nathan LabenzMarc Bhargava of General Catalyst explains how AI-enabled rollups turn low-margin service firms into compounding, software-like businesses.
25:13ENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech Giant主持 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.
26:08ENFewer Than 3% of Deals Get Investigated. Selling to the Monopolist Is What Triggers the FTC.主持 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.
29:12ENGoldman says AI will touch 5% of tasks. Two investors take the report apart主持 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 → 简体中文Dana White 把自己对拳击的爱与恨,做成了 UFC嘉宾 Dana White · 主持 Lex FridmanUFC 主席 Dana White 向 Lex Fridman 讲述:一笔 200 万美元的便宜买卖、一块巴西柔术垫,还有一个格斗迷攒了一辈子的不满,怎样变成了一项全球性的运动。
43:07EN → 简体中文风投都问:还有谁做过?HubSpot 的答案是 Intuit主持 Sarah Guo, Elad GilBrian Halligan 回顾了二十年的品类开创之路、一次没人想要的 CRM 转型,以及他为何认为这一轮 AI 浪潮要靠老牌公司来赢,创业公司反而未必。
2:44:38ENPosting a photo of this moment was not a product category yet嘉宾 Kevin Systrom · 主持 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 → 简体中文先做生命体征测试,再谈把付费增长拧到最大嘉宾 Timothy Davis · 主持 Lenny RachitskyShopify 绩效营销负责人 Timothy Davis 讲何时开始买量、怎么做小测试、测哪些平台、看什么指标、以及先招什么样的人。
1:00:51EN → 简体中文微笑着给买家制造痛感:Julia Schottenstein 谈 dbt 如何胜出嘉宾 Julia Schottenstein · 主持 Lenny Rachitsky前 NEA 投资人、现 dbt Cloud 产品负责人解释 dbt 为何赢下现代数据栈,以及并购、定价和开源该怎么做。
1:34:36EN → 简体中文创始人是一种态度,CEO 是一门手艺:失败模式、Magic Box 退出与招聘嘉宾 Jonathan Lowenhar · 主持 Lenny RachitskyEnjoy The Work 的 Jonathan Lowenhar 讲创始人必须学会的 CEO 技能:避开常见失败模式、勾引买家而不是挂牌出售、倒推招聘与 go-to-market,以及如何信任那道安静的直觉。
1:24:01EN → 简体中文从三明治称重到专家数据:Scale AI 新 CEO 谈什么真正让模型变聪明主持 Lenny RachitskyJason Droege 第一次以 Scale AI CEO 身份受访,讲清 Meta 投资之后公司仍独立,以及 Uber Eats 教会他怎样做生意。
1:34:27EN → 简体中文开源是这一代人的自由问题:Matt Mullenweg 谈 Llama、WP Engine 和 fort 的权利嘉宾 Matt Mullenweg · 主持 Lenny RachitskyWordPress 联合创始人、Automattic 首席执行官 Matt Mullenweg 向 Lenny Rachitsky 讲述开源哲学、与 WP Engine 的冲突,以及他如何看待 AI、社区和收购。









