| The Ads Business Model Will Die & Lessons from Working with Elon at Twitter | Parag Agrawal |
1:08:54 |
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Sep 26, 2026 |
| Meta's Muse Hits #1 | Menlo Sounds the AI Bubble Alarm | Keith Rabois vs Airwallex: Who is Right? |
1:20:43 |
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Sep 24, 2026 |
| Daniel Dines on Why Work Processes Not Models Will Be The Most Valuable Asset in AI |
1:19:04 |
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Sep 21, 2026 |
| How Many Will Actually Get Built & Is Energy AI's BIGGEST Bottleneck? | Positron AI Co-founder |
1:19:54 |
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Sep 19, 2026 |
| Instinct Raising $1B at $10B & Meta Launches Muse | Miro Sells for $1.36B After a $17.5B Valuation |
1:19:28 |
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Sep 17, 2026 |
| How LPs Allocate to Venture in 2026: What They Want, What They Don’t | Baylor University CIO |
1:16:29 |
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Sep 14, 2026 |
| Labour, Engineering, Social Media, GrokBots, Cybercabs: 7 Predictions for How AI Changes the World |
1:21:52 |
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Sep 12, 2026 |
| Jensen Huang Declares AGI Has Arrived | Tesla Launches Cybercabs | Index Pulls Out of Town |
1:22:31 |
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Sep 10, 2026 |
| Town vs Instinct vs GrokBot | Why the AI Assistant Market Is Not a Bubble |
1:16:00 |
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Sep 07, 2026 |
| How to Build Your Own Data Center & Why Every Startup Should Do It |
1:04:35 |
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Sep 05, 2026 |
| NVIDIA Crushes Quarter | OpenAI Cuts Off Cursor | Instinct Hits $2.5B Valuation |
1:20:29 |
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Sep 03, 2026 |
| ClickHouse CEO: AI Margins Need to Improve | Revenue Concentration Should be a Concern |
1:05:56 |
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Aug 31, 2026 |
| Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive |
1:29:22 |
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Aug 29, 2026 |
| Anthropic's $30T Assumption & OpenAI Confirms IPO | Why Customer Service & Robotics are Overinflated |
1:26:43 |
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Aug 27, 2026 |
| Julien Bek on Lessons from Don Valentine, Doug Leone & Alfred Lin | What Sequoia Sees in Founders |
1:28:28 |
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Aug 24, 2026 |
| The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock |
1:10:08 |
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Aug 22, 2026 |
| Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue? |
1:17:47 |
completed
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Aug 20, 2026 |
| Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash |
1:09:44 |
completed
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Aug 17, 2026 |
| How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski |
1:20:47 |
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Aug 15, 2026 |
| Canva Slahes Growth | Talent Exodus at Google | Revolut's $50B CEO Package | Musk's $55B Terrafab |
1:29:42 |
completed
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Aug 13, 2026 |
| OpenRouter CEO: Why Chinese Open Models Are Beating the US | Why Enterprises Fear OpenAI & Anthropic |
1:08:25 |
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Aug 10, 2026 |
| The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel |
1:30:48 |
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Aug 08, 2026 |
| Leo Aschenbrenner's Situational Awareness Blows Up | Moonshot AI Raises $3.5B at $35B |
1:18:23 |
completed
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Aug 06, 2026 |
| Arena CEO: There Will be a $100BN US Open-Source Model & Data is a Trillion Dollar Market |
1:09:26 |
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Aug 03, 2026 |
| The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park |
1:05:02 |
completed
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Aug 01, 2026 |
| Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks |
1:20:22 |
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Jul 30, 2026 |
| Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy |
1:06:45 |
completed
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Jul 27, 2026 |
| Mercor Head of Product on Revenue Concentration from Frontier Labs |
1:02:42 |
completed
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Jul 25, 2026 |
| Frontier Labs Threatened by Kimi? Should the US Ban Chinese Open-Source Models & Stripe Buys PayPal |
1:27:39 |
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Jul 23, 2026 |
| The Open-Source AI Reality | How Token Costs Will Fall 10X & Usage Will Explode 100X | Lin Qiao |
1:28:42 |
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Jul 20, 2026 |
| We Built Our Own Salesforce in Months. Here's Why We're Cancelling the $600K Contract | Curative CEO |
1:29:35 |
completed
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Jul 18, 2026 |
| Zuckerberg Back on X Challenging Codex & Claude Code | SK Hynix’s $26BN IPO |
1:26:12 |
completed
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Jul 16, 2026 |
| Wix Founder: Will Base44 Win the Vibe-Coding Wars? | The Truth About the Economics of Vibe-Coding |
1:04:36 |
completed
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Jul 13, 2026 |
| Why OpenAI and Anthropic Won't Win the App Layer | Glean Founder |
1:00:08 |
completed
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Jul 11, 2026 |
| Sam Altman Offers Trump 5% of OpenAI | Enterprises Fear Frontier Models | DeepSeek Builds Own Chips |
1:27:05 |
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Jul 09, 2026 |
| Now is the Time for the App Layer | OpenAI & Anthropic Won't Win the App Layer | Mike Mignano, USV |
1:11:01 |
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Jul 06, 2026 |
| The $100,000 token budget EVERY engineer will need | Sierra Co-Founder |
1:11:53 |
completed
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Jul 04, 2026 |
| Coinbase Cuts AI Spend by 50% | Kalshi's $40B Valuation & Impending IPO | The Year for SaaS Roll-Ups |
1:18:07 |
completed
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Jul 02, 2026 |
| The Hottest Companies Right Now |
1:34 |
completed
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Jun 30, 2026 |
| Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power |
1:06:10 |
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Jun 29, 2026 |
| Bloom Energy CEO: "To lose is something I simply cannot contemplate" |
1:02 |
completed
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Jun 29, 2026 |
| How We Got Fred Wilson, Benchmark and Index to Invest $94M | Why Robinhood's Strategy is Wrong |
55:08 |
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Jun 27, 2026 |
| Wall St's $725BN AI Question | The Rise of Open Source & How it Threatens OpenAI & Anthropic |
1:28:02 |
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Jun 25, 2026 |
| Nikesh Arora on The Future of Token Costs | Memory Becoming the Moat & Why Enterprise AI Isn't Ready |
1:16:37 |
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Jun 22, 2026 |
| Flexport CEO: Why Revenge and Patriotism are the Best Founder Traits |
1:20:59 |
completed
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Jun 20, 2026 |
| Anthropic's Fable Banned by US Government | Wix & Adobe Hit All-Time Lows | Mistral Raising at $20BN |
1:28:10 |
completed
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Jun 18, 2026 |
| How Export Controls Helped Not Hurt China & Power is the Bottleneck to AI | Perplexity CEO |
1:35:16 |
completed
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Jun 15, 2026 |
| OpenAI vs Anthropic vs Open-Source | Token Maxing, AI Hangovers & The Coming ROI Reckoning |
1:25:00 |
completed
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Jun 13, 2026 |
| SpaceX Launches Largest Ever IPO | OpenAI Files to Go Public | Uber Cuts 23% of HR |
1:15:56 |
completed
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Jun 11, 2026 |
| SpaceX Launches Largest EVER IPO |
1:06 |
completed
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Jun 11, 2026 |
| Nebius Co-Founder on AI Infrastructure Bubbles | How Price Elastic is Demand for Compute |
1:14:30 |
completed
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Jun 08, 2026 |
| Why Token Maxing is Failing Enterprise Startups | Legora CTO |
57:42 |
completed
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Jun 06, 2026 |
| Token Budgeting Panic Hits Corporate America | Cognition Raises $1BN at $26BN Valuation |
1:39:00 |
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Jun 04, 2026 |
| Mercor CEO on Why Application Layer Companies Have No Defensibility & Token Spend Exceeds Salaries |
1:14:12 |
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Jun 01, 2026 |
| The Most Intense Workplace Culture in America | The Journey from $0 to $2.6BN Valuation |
56:55 |
completed
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May 30, 2026 |
| OpenAI & SpaceX S1 Drops | Layoffs at Cloudflare & ClickUp | OpenRouter & Polsia Raise Mega Rounds |
1:27:44 |
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May 28, 2026 |
| Is OpenAI Rushing Its IPO? |
1:12 |
completed
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May 28, 2026 |
| Cerebras CEO on the Future of Data Centres, Token Costs & Memory | Should US Companies Sell to China |
1:07:45 |
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May 26, 2026 |
| The $25 Billion AI Backlog Nobody's Talking About |
1:02 |
completed
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May 26, 2026 |
| Why Anthropic Are Causing a Comp Crisis & Why You’d Never Hire From Salesforce or ServiceNow |
1:23:34 |
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May 23, 2026 |
| The Secrets to Building a World Class Sales Team |
1:17 |
completed
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May 23, 2026 |
| Anthropic Raises $30BN at $900BN Price | SpaceX Files S1: How Does it Trade | Cerebras Smashes Day 1 |
1:27:17 |
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May 21, 2026 |
| "No one in America likes the AI trend" |
1:06 |
completed
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May 21, 2026 |
| The One Man Accelerator at The Four Seasons & Why VCs Can Be Sharks | Josh Browder |
1:35:14 |
completed
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May 18, 2026 |
| The one man accelerator at Four Seasons |
1:04 |
completed
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May 18, 2026 |
| The Five Year Desert to Product Market Fit and a $5.3BN Valuation | Shiv Rao, Founder @ Abridge |
1:08:23 |
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May 16, 2026 |
| Anthropic Buys Compute From Elon & Commits $200BN to Google | Cerebras IPO | Ramp Raises at $40BN |
1:19:05 |
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May 14, 2026 |
| Inside Legora: Jude Law Generated $50M Pipeline | Are They Undervalued at $5.5BN? | Patrick Forquer |
1:13:48 |
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May 11, 2026 |
| Cliff Weitzman: What I Learned from 100 of the World’s Top CEOs & Why Tokens Will Outspend Salaries |
1:57:54 |
completed
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May 09, 2026 |
| Anthropic's Raise & What It Means for Potential IPO? Mag7: Google & Amazon Up, Meta & Microsoft Down |
1:36:35 |
completed
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May 07, 2026 |
| Shopify CEO on How AI is a Scapegoat for Mass Layoffs & Trump Derangement Syndrome in Canada |
1:20:30 |
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May 04, 2026 |
| Inside Clay's Sales Playbook | Becca Lindquist |
1:14:23 |
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May 02, 2026 |
| Investors need to give CEOs better comp packages |
1:52 |
completed
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May 01, 2026 |
| Anthropic Raises $45B but Falls Short on Compute & Thoma Bravo Hand Back Medallia Keys to Creditors |
1:28:19 |
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Apr 30, 2026 |
| $160B Market Cap, $5.48B Revenue, $10M EBITDA Per Head: Inside AppLovin’s Profit Engine |
1:20:29 |
completed
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Apr 27, 2026 |
| Replit CEO: Why the SaaS Apocalypse is Justified & Why Coding Models are Plateauing | Amjad Masad |
48:49 |
completed
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Apr 25, 2026 |
| Cursor Acquired for $60BN | Anthropic Hits $1TRN in Secondary Markets & Figma, Adobe, Canva Dead? |
1:50:05 |
completed
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Apr 23, 2026 |
| Jake Paul: Attention is more valuable than capital |
1:02 |
completed
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Apr 18, 2026 |
| Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash |
1:03:24 |
completed
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Apr 18, 2026 |
| AGI will be 10x the industrial revolution |
0:27 |
completed
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Apr 17, 2026 |
| Is Anthropic's Dario the Boy Who Cried Wolf? |
0:39 |
completed
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Apr 17, 2026 |
| China’s Secret to Winning in AI |
1:01 |
completed
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Apr 17, 2026 |
| SpaceX's Financials Leaked: Is it Worth $2TN | Meta Debuts Muse Spark: Are They Back in the AI Race? |
1:30:31 |
completed
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Apr 16, 2026 |
| "I don't buy Dario from Anthropic anymore..." |
1:02 |
completed
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Apr 16, 2026 |
| Anthropic's 1st Round: We Got 21 No's |
1:03 |
completed
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Apr 15, 2026 |
| The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha |
1:15:19 |
completed
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Apr 14, 2026 |
| ElevenLabs: Building an AI Sales Machine & Why We Set a 20x Sales Quota |
1:25:37 |
completed
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Apr 11, 2026 |
| OpenAI Buys TBPN & Their Management Team Reboot | Mercor Hack & Why Now is the Time for Cyber |
1:32:21 |
completed
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Apr 09, 2026 |
| OpenAI Kills Sora & Hits $100M ARR on Ads | Oura Going Public & Whoop Raises at $10BN |
1:12:41 |
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Apr 02, 2026 |