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Lenny's Podcast

This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)

78 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Whatnot treats PM as a scarce, hands-on trade rather than a default team role: deploy senior PMs to consequential problems, keep leaders in IC work and ground truth, a…

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orenmeetsworld

nothing is cool anymore

26 min read

## At-a-Glance - Verdict: Skim - Core thesis: Algorithmic feeds, radical transparency, low-friction consumption, and AI-driven iteration have made culture and brand output converge; premium brands can break through by ed…

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20VC with Harry Stebbings

The AI Company Simulating the Entire Economy | Simile Co-founder & CEO, Joon Sung Park

51 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Simile is building a foundation model of human behavior whose defensibility comes from representative behavioral and experimental data, enabling enterprises to run cou…

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AI Engineer

What's Next After RLHF? — Diogo Almeida, TypeSafe AI

13 min read

## At-a-Glance - Verdict: Skim - Core thesis: RLHF made today’s models highly effective human-facing assistants by optimizing for preference, but its incentive structure is poorly suited to reliable, calibrated, no-human…

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AI Engineer

Rethinking Environments for Long-Horizon Work — Rayan Garg, Theta Software

20 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Long-horizon agent capability should be evaluated in stateful, multi-tool, ambiguous environments, with agentic judges that inspect both final world state and trajecto…

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AI Engineer

Teaching AI to Find Real Vulnerabilities — David Brumley, Bugcrowd

22 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Training AI for real cybersecurity work requires curriculum-based environments with deterministic, exploit-backed grading that measures distinct vulnerabilities and es…

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More or Less Podcast

The Lilian Weng Saga, Mental Health Essay Then OpenAI | Meta's AI Ad, China Cracks DUV

47 min read

## At-a-Glance - Verdict: Skim - Core thesis: The episode argues that AI's near-term reality is less a single AGI winner-take-all event than a contested ecosystem shaped by compute scarcity, centralized platforms' narrat…

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My First Million

How he turned his dad’s bakery into a $20B chocolate empire

41 min read

## At-a-Glance - Verdict: Skim - Core thesis: Ferrero turned inexpensive, ordinary confectionery into enduring global brands by changing form factors, packaging, naming, and social meaning—not merely by improving chocola…

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AI Engineer

Agents at Scale: Inside MiniMax's Model and the Infrastructure Behind It — Olive Song

16 min read

## At-a-Glance - Verdict: Skim - Core thesis: MiniMax and Together argue that open-weight frontier models become practically competitive through a combined loop of environment-centric RL post-training, multimodal capabil…

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AI Engineer

Reinforcement Learning without Verifiable Rewards — Will Brown, Prime Intellect

18 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: For real-world agent tasks without deterministic success criteria, the practical path to continual improvement is to turn production traces and existing artifacts into…

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AI Engineer

Benchmarks: The Good, the Bad, and the Ugly — Ali Khial, G2i

7 min read

## At-a-Glance - Verdict: Skim - Core thesis: Current coding-agent benchmarks often produce misleading leaderboard results because their tasks are unrealistic, their graders are unreliable, and their public-source design…

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20VC with Harry Stebbings

Jensen's Open-Weights Letter | Google Cloud Grows 82% But The Market Tanks

69 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: The panel argues that agentic AI security failures, open-weight model politics, and looming enterprise AI-budget discipline will shape which AI platforms, compute prov…

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Every

WATCH ME WRITE LIVE WITH CHATGPT VOICE

56 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Voice-mode agents can become a practical writing and research control plane when the human retains editorial judgment, uses the agent for retrieval and iteration, and …

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Every

WATCH MY WRITING PROCESS LIVE WITH CHATGPT FOR WORK

7 min read

## At-a-Glance - Verdict: Skim - Core thesis: A live demonstration of using ChatGPT voice mode as a hands-free writing collaborator—primarily for rereading, locating source quotes, making precise edits, and maintaining m…

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AI Engineer

Build for the Memo, Not the Demo — Shawn Chan, China Resources Holdings

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: AI systems used for consequential financial or enterprise decisions must be designed to defend every claim under skeptical review, not merely produce fluent outputs th…

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AI Engineer

Your Finance Agent's Bottleneck Is You — Ramana Siddanth Emani, Auditoria AI

9 min read

## At-a-Glance - Verdict: Skim - Core thesis: Production agent reliability is constrained less by model choice than by developer-harness velocity: parallelize work with sub-agents and isolated Git worktrees, encode organ…

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AI Engineer

First Steps Toward Automated AI Research — Richard Socher, CEO Recursive AI

14 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Socher argues that the route to automated scientific discovery is a "Eureka machine": an agent-driven research system that can retrieve existing knowledge, use measure…

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My First Million

I made $80M. Now I’m putting 70% of my portfolio in ONE stock - Chris Camillo

63 min read

## At-a-Glance - Verdict: Skim - Core thesis: Chris Camillo argues that ordinary investors can outperform by spotting meaningful cultural, consumer, and technological change before markets fully price it, then exiting wh…

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Every

Wired's Kevin Kelly on Why AI Is a 50-year Overnight Success (Best of the Pod)

35 min read

## At-a-Glance - Verdict: Skim - Core thesis: Kevin Kelly argues that AI's apparent sudden arrival is the payoff from decades of slow progress, and that its long-run significance lies less in replicating human intelligen…

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AI Engineer

Your Agent Didn't Fail. Your Harness Did. — Vinoth Govindarajan, OpenAI

11 min read

## At-a-Glance - Verdict: Watch fully - Core thesis: Most production agent failures are harness failures—not model failures—because the system around the model must own state, serialize mutations, constrain authority, bo…

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