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Dylan Field, CEO of Figma, discusses the platform's journey from a design tool to a collaborative ecosystem, sharing insights on innovation, leadership, and the transformative potential of AI in creative processes.
Ben Horowitz discusses how AI is transforming venture capital by accelerating decision-making, forcing firms to evaluate investors at the point of investment, and creating opportunities across multiple verticals while reflecting unprecedented market demand.
The unlikely journey of Ladder, a fitness app that went from near-death to becoming the #1 grossing fitness app, driven by relentless customer understanding, innovative TikTok growth, and a laser-focused approach to solving user problems.
A deep dive into venture capital with Alex Rampell, exploring investment strategies, the changing startup landscape, AI's impact on labor and technology, and the critical importance of finding high-agency founders who can materialize labor, capital, and customers.
Tarun Thummala founded PressW, an AI engineering firm that builds custom automation systems for regulated industries, generating over $2 million annually by focusing on specific workflow outcomes and leveraging AI to streamline their own business processes.
Glean CEO Arvind Jain discusses the rapidly evolving AI landscape, emphasizing that businesses are only utilizing 1% of current AI capabilities and that the key to success lies in continuous innovation and adaptability.
Sam Reich discusses how he transformed College Humor into Dropout, creating a unique comedy subscription platform focused on creative autonomy, profit sharing, and keeping the internet weird.
Matt Carnevale shares insights on building the Exit Five community, discussing the importance of trust, curation, connection, and treating community as a product rather than just another marketing channel.
Alex Rampell discusses Andreessen Horowitz's $15B fundraise, venture capital strategies, and the evolving landscape of technology investment, emphasizing the importance of finding high-agency founders who can materialize labor, capital, and customers.
At CES 2026, Havas CEO Yannick Bolloré discusses how AI can help scale intelligence and creativity while maintaining the human connection, demonstrating this through a live experiment where his team creates a movie trailer for volunteer Amanda using AI-powered production tools.
A deep dive into the potential natural gas supply crunch driven by premature electrification, AI data center expansion, and growing LNG exports, highlighting why the U.S. may face a critical energy vulnerability in the coming years.
In this episode, Aishwarya Naresh Reganti and Kiriti Badam share insights on building successful AI products, emphasizing the importance of starting with low agency and high human control, iteratively developing AI systems, and focusing on solving specific business problems rather than getting caught up in technological complexity.
Oscar Höglund, CEO of Epidemic Sound, shares insights on scaling a global music platform, leveraging AI to democratize professional tools, and the importance of understanding value chains and maintaining discipline while building a successful business.
In this episode, Ranjan Roy and Alex Kantrowitz discuss Claude Code's emerging autonomous capabilities, OpenAI's launch of ChatGPT Health, prediction market controversies, and the potential end of busywork through AI-driven task automation.
Logan Allin discusses how size becomes the enemy of venture returns, why private markets are changing, and how Fin Capital is building a full-lifecycle platform focused on enterprise software by taking a contrarian approach and finding inefficient market opportunities.
Robinhood CEO Vlad Tenev discusses the company's record year, highlighting its growth to 11 business lines generating over $100M in revenue, expansion into tokenization and prediction markets, and strategic vision for global and institutional market domination.
George Cameron and Micah Hill-Smith detail the journey of Artificial Analysis, an independent AI benchmarking platform that has evolved from a side project to a comprehensive resource for evaluating AI models across intelligence, performance, cost, and openness metrics.
Yevgeniy Matsay, a former real estate broker, created an AI-powered cold calling automation that helped real estate agents get listing appointments, which he initially sold as a service and is now turning into a SaaS platform called Rozera.
A deep dive into the challenges of AI in customer service for home service businesses, revealing how AI voice bots can miss critical opportunities, damage brand trust, and potentially lose significant revenue without proper human oversight.
Shuo Wang shares her journey of building Deel from a crypto payments platform to a global HR and payroll solution, highlighting the company's rapid growth, focus on global talent hiring, and commitment to solving complex compliance challenges across 150+ countries.
In 2026, as companies rush to get AI agents into production, Keycard aims to help enterprises manage agent fleets by solving critical identity, authentication, and authorization challenges in this new agentic computing landscape.
Jess Lytle discusses how B2B marketers are actually using AI, emphasizing the importance of original content, expertise, and strategic tool adoption to create meaningful marketing experiences beyond AI-generated "slop".
A deep dive into Databricks, the $130B private company that helps enterprises collect, process, and analyze massive amounts of data, leveraging its unique academic origins and open-source approach to build a comprehensive data and AI platform that enables businesses to transform raw information into actionable insights.
Guy Raz and Jack Conte provide advice to three entrepreneurs: a coffee shop owner looking to create a honeymoon-themed subscription service, a food kit company wanting to expand to adult audiences, and a handwriting program founder seeking to market her product to schools.
An AI roundtable with Steven Johnson and Grant Lee explores how AI tools like NotebookLM and Gamma can enhance creativity, productivity, and decision-making across various professional domains, challenging the prevalent skepticism about AI's impact on human thinking.
Bob Regular shares insights on the evolution of digital media, emphasizing the importance of authenticity, trust, and brand building in cutting through the noise of modern marketing and entrepreneurship.
CoreWeave's founders discuss their rapid rise in the AI infrastructure market, defending their business model against claims of being an AI bubble, and explaining how they've strategically built data centers and acquired GPUs through carefully structured long-term contracts with major tech companies.
Don McGuire shares how Qualcomm transformed Snapdragon from a tech ingredient brand to a global consumer brand through strategic marketing, innovative sports partnerships, and a purposeful approach to brand building across multiple product categories.
Dylan Field, co-founder and CEO of Figma, discusses the company's journey, the future of design in an AI era, and how human creativity and judgment will remain critical as technology evolves.
Laura Roeder shares how her bootstrapped SaaS, Paperbell, outlasted a $10M venture-backed competitor by staying lean, focusing on marketing, and avoiding over-engineering while serving the coaching software market.
Cal Newport and Ed Zitron dissect the tumultuous year of AI in 2025, revealing a narrative of technological hype, financial unsustainability, and diminishing returns, ultimately concluding that it was a terrible year for artificial intelligence.
Kieran Flanagan provides an optimistic and strategic view of AI's impact on B2B marketing, emphasizing how marketers can leverage AI to focus on creativity, storytelling, and solving complex problems while automating routine tasks.
Spenser Skates shares the story of Amplitude's early struggles, how persistence and a focus on understanding user behavior through data analytics helped the company survive and ultimately become a successful publicly traded company.
Alan Chang, former Revolut executive and CEO of Fuse Energy, shares his journey from scaling Revolut to $75 billion to building Fuse Energy from $2M to $400M in revenue in just three years, emphasizing extreme work ethic, no excuses, and ambitious expansion.
Clay Finck discusses his 2025 portfolio additions, investment philosophy focused on quality businesses and exceptional founder-operators, and how he evaluates stocks beyond short-term market narratives.
Chris Van Dusen shares insights on building successful businesses, navigating venture capital, and helping founders create long-term value through disciplined investing, strategic partnerships, and operational excellence.
Jason Lemkin shares how SaaStr replaced their entire sales team of 10 people with 20 AI agents managed by just 1.2 humans, demonstrating how AI is transforming go-to-market functions by delivering similar performance more efficiently and at greater scale.
Adam Ewart turned a £50 airline baggage fee into a $250M global logistics company by ruthlessly automating processes, leveraging scrappy PR, and focusing on customer referrals while expanding across 145 countries.
A lively panel discussion on leveraging LinkedIn for B2B marketing, featuring insights from experts on creating authentic content, using thought leader ads, and building a successful social media strategy that goes beyond traditional promotional tactics.
Matt Fitzpatrick, CEO of Invisible Technologies, discusses the challenges of enterprise AI adoption, the importance of forward-deployed engineers, and the potential of AI to transform industries like healthcare, education, and energy.
Dan Shipper and Brandon Gell explore AI predictions for 2026, discussing agent-native software architectures, the changing role of software engineers, the potential impact of AI on elections, and the ongoing challenge of achieving truly autonomous AI agents.
LMArena's founder Anastasios Angelopoulos discusses their $100M raise, platform growth to 250M+ conversations, leaderboard integrity, expansion into expert and multimodal arenas, and vision to be the industry's North Star for evaluating AI model capabilities through organic user feedback.
Jayshree Ullal, CEO of Arista Networks, discusses the company's critical role in building high-performance AI infrastructure, the unprecedented power demands of AI networking, and how their innovative software and customer-focused approach have helped them become a leader in connecting the world's most demanding data centers.
Joe Apfelbaum shares his journey of rebuilding his digital marketing agency Ajax Union and launching EvyAI, an AI-powered sales assistant, while exploring five ways entrepreneurs can make money using AI, including creating AI services, courses, infographics, and software.
Nick Kokonas discusses transforming the restaurant and hospitality industry through innovative business strategies, focusing on understanding what you're selling, knowing your customers, and creating unique experiences that can be efficiently marketed and delivered.
Live from NeurIPS 2025, Sarah Catanzaro from Amplify Partners discusses the state of AI startups, covering topics like the DBT-Fivetran merger, the crazy funding environment, world models, and her investment thesis focused on research-driven applications solving hard technical problems like RAG, rule-following, and continual learning.
Jason discusses his dream mega-purchases like private aviation and expensive Corvettes, while sharing insights on startup investing, AI's future in SaaS, and taking founder questions during a holiday episode of This Week in Startups.
Jeffrey Katzenberg and ChenLi Wang of WndrCo discuss their venture firm's hybrid investment model, leveraging technology and storytelling to build and invest in transformative companies across consumer security, health, and the future of work, while navigating the emerging AI landscape.
Matt MacInnis, CPO of Rippling, shares contrarian leadership insights around maintaining intensity, fighting organizational entropy, providing direct feedback, and the importance of extraordinary efforts in building successful businesses.
A year after its launch, the Model Context Protocol (MCP) has rapidly evolved from a local-only experiment to an industry-standard communication protocol for AI agents, now being donated to the newly formed Agentic AI Foundation under the Linux Foundation, with founding members from Anthropic, OpenAI, Block, and others.
Lightspeed partner Michael Mignano discusses his investment strategy in AI and creativity, highlighting investments in companies like xAI, Neuralink, Suno, and Pika, while exploring the evolving landscape of technology, media, and creator economics.
Dan Ciruli discusses how enterprises can effectively run legacy VM-based applications alongside modern containerized workloads by using virtualization technologies that provide unified networking, security, and infrastructure management across different application types.
Marketing leaders discuss how AI is transforming pipeline generation by identifying in-market buyers earlier, leveraging intent signals, understanding buying groups, and enabling more strategic, predictive approaches to driving revenue without increasing headcount.
Todd Graves joins Guy Raz to help three early-stage founders navigate business challenges, offering advice on franchising, financing, and expansion strategies across a coffee, pasta, and sandwich business.
In this candid interview, Ali Ghodsi from Databricks and Arvind Jain from Glean discuss the current state of enterprise AI, exploring why 95% of AI projects fail, why LLMs are becoming commodities, and how proprietary data and workflow integration will create durable competitive advantages.
In this episode of Moonshots, Matt Fitzpatrick of Invisible Technologies discusses how companies can become AI-native in 2026 by focusing on clean data, selecting specific use cases, running targeted experiments, and creating multi-agent teams with operational KPIs to drive meaningful AI transformation across industries.
Gary Vee discusses how small businesses can leverage social media, AI, and digital marketing strategies to grow their brand, emphasizing the importance of creating content across multiple platforms and using AI tools to enhance marketing efforts.
In this classic episode, Ric Elias shares insights on building Red Ventures, the power of cultural values, and his transformative experience surviving the Hudson River plane crash, ultimately revealing a philosophy centered on purpose, well-being, and personal growth.
Jason and Alex discuss the recent Waymo robotaxi incident during a San Francisco power outage, exploring the challenges of self-driving technology and the potential future of autonomous transportation.
Ian Brooke, founder of Astro Mechanica, discusses his mission to enable low-cost, long-range supersonic flight by developing a comprehensive approach to aircraft design, manufacturing, and operations.
YC partners reflect on 2025's AI landscape, highlighting stabilization, shifting model dominance with Anthropic and Gemini gaining ground, and the promising potential for AI startups in the deployment phase of technological innovation.
Dave Gerhardt shares his process for writing great marketing copy, emphasizing the importance of starting with a strong hook, editing ruthlessly, focusing on a single call-to-action, and shipping content to learn and iterate quickly.
An exploration of rising auto loan delinquencies reveals a complex economic landscape where surging prices, higher interest rates, and escalating insurance costs are creating financial pressure for consumers across income levels.
A lively end-of-year podcast episode reviewing 2025's top founders, funds, companies, and making predictions for 2026, including potential tech IPOs, stock performance, and the potential impact of AI on employment.
Andrei Stetsenko of Gymkhana Partners discusses India's robust economic growth, promising aerospace and defense sectors, and investment opportunities in undervalued small-cap companies with unique competitive advantages.
A deep dive into OpenAI's strategic vision with Sam Altman, exploring potential AI memory features, enterprise personalization, device plans, and the evolving landscape of artificial intelligence, while also discussing Google's new Gemini Flash model and Microsoft Copilot's challenges.
Wade Foster demonstrates how Zapier's AI automations enable entrepreneurs to build entire businesses by creating powerful, customized workflows that can automate lead qualification, meeting preparation, and other critical business processes.
In this podcast episode, David Haber and Zach Perret trace the dramatic rise, fall, and reset of the fintech industry, exploring how the sector went from receiving 25% of venture dollars to nearly zero and is now experiencing a resurgence driven by AI, embedded finance, and new approaches to financial services.
Gary Vee discusses content creation strategies, the importance of consistent reps, leveraging AI, and providing value to audiences across different social media platforms while focusing on business performance over vanity metrics.
Andrew Beer discusses the evolution of multi-strategy hedge funds, exploring how these "pod shops" generate superior risk-adjusted returns through sophisticated risk management, information advantages, and talent curation, while also explaining his approach to democratizing alternative investment strategies through low-cost, efficiently designed ETFs.
David Royce reveals how he transformed a door-to-door pest control summer job into four nine-figure service businesses by applying Silicon Valley strategies to an unsexy blue-collar industry, focusing on systemization, leadership development, and creating a compelling company culture.
Udi Ledergor discusses how B2B marketing can break free from mediocrity by embracing courageous marketing, sharing insights from his time at Gong and lessons from his new book on creating standout brand experiences that punch above their weight.
A deep dive into the latest tech and venture capital news, covering SpaceX's potential $1.5T IPO, OpenAI's Disney deal, Oracle's stock drop, and the evolving landscape of AI-driven innovation across design, coding, and enterprise tools.
Helen Hastings founded Quanta, an AI-powered accounting software for software and services companies, by first having humans do the work of analyzing financial data, which helped her raise $20 million and develop a more efficient, AI-driven accounting platform that provides real-time financial insights.
Empromptu CEO Shanea Leven shares how her company helps non-technical people build accurate, production-ready AI applications quickly by democratizing AI development through an innovative "AI that builds AI" platform powered by NVIDIA CUDA.
Brian Neider, Managing Partner at Lead Edge Capital, shares how the firm scaled from a $52M first fund to $5B across six funds by creating a unique LP model focused on high-net-worth individuals who actively support portfolio companies, maintaining a rigorous investment framework, and prioritizing relationship-building and communication.
Rob explores listener questions about freemium retention rates, delegating core SaaS skills at different company stages, whether great founders can succeed with any product, and the risks of building on third-party or no-code platforms.
Samsara's CEO Sanjit Biswas discusses how physical AI is transforming operational industries through sensors, edge computing, and AI-powered insights across millions of vehicles and job sites, focusing on risk reduction, efficiency, and coaching for frontline workers.
Stack Overflow's CEO discusses how the company is navigating the AI revolution by pivoting to enterprise SaaS and data licensing while maintaining its core mission of being a trusted source of technological knowledge for developers.
A roundtable of email experts discusses cutting-edge email marketing strategies, exploring how to stand out in an AI-saturated inbox by focusing on human connection, personalization, and delivering genuine value across email, SMS, and in-app messaging.
OpenAI shifts focus to enterprise in 2026, partners with Disney to license characters for AI video creation, while facing challenges in AI infrastructure and potential internal tensions.
A deep dive into how a VC's CRO podcast and enterprise go-to-market expertise led to Roadrunner, an AI-native solution to rebuild complex pricing and quoting workflows from the ground up.
Amadeus is a global travel IT infrastructure giant that provides critical technology services for airlines, hotels, and travel agencies, powering everything from booking systems to inventory management with a dominant market position and low-risk, inflation-linked revenue model.
In this episode, Raaz Herzberg, Chief Marketing Officer at Wiz, shares insights on how the cloud security company became a $30 billion brand by challenging traditional enterprise marketing, embracing creativity, and focusing on customer value over conventional metrics.
Stig Brodersen shares insights on his portfolio changes in 2025, discussing his investment in Uber, sale of Evolution AB, thoughts on Alphabet's AI strategy, and the importance of having unfair advantages in investing.
ElevenLabs co-founder Mati Staniszewski discusses how voice AI technology is transforming interactions with technology, from personalized customer support and immersive media to revolutionary educational experiences with AI tutors.
A deep dive into Colzen Capital's innovative pre-exit liquidity strategy that provides founders and executives with structured equity financing, enabling them to unlock liquidity while maintaining upside potential in late-stage venture companies.
Gary Vee discusses social media marketing strategies for luxury brands, emphasizing the importance of creating relevant, high-volume content that drives sales and resonates with consumers across different platforms and demographics.
John Ainsworth shares powerful email marketing tactics for increasing revenue, including creating high-converting landing pages, implementing order bumps and upsells, using AI to improve funnels, and employing a strategic "Dream 100" approach to grow his marketing agency.
Steven Fabre discusses how LiveBlocks helps companies incorporate AI into their products by treating AI as a collaborator, focusing on seamless integration that meets users where they are and enables natural interaction across different parts of an application.
Loïc Houssier, CTO of Superhuman Mail, discusses how AI can enhance email productivity by providing smart summaries, auto-labeling, follow-up nudges, and agentic search across your inbox without adding latency.
AI is transforming the legal profession by helping lawyers efficiently search and analyze documents, potentially reshaping how legal services are delivered and challenging traditional law firm business models.
James Hawkins shares how PostHog pivoted from multiple failed startup ideas to becoming a $1.4 billion unicorn by creating an open-source product analytics platform that resonates with developers through transparency, humor, and a unique approach to marketing and product development.
Jenny Nelson, CMO of Audacy, shares insights on the power of audio storytelling, the importance of authentic brand messaging across B2B and B2C channels, and the value of creativity and entrepreneurial spirit in building a unified, impactful media brand.
fal's founders discuss their platform for generative video models, explaining the technical challenges, market dynamics, and potential future of AI-generated media across industries like education, entertainment, and advertising.
A retrospective look at Zapier's early days, exploring the future of remote work, API integration challenges, and the potential for automation in white-collar jobs through the lens of a 2016 interview with founder Wade Foster.
A16z partners discuss how AI coding is transforming software development, potentially creating a $3 trillion market by reimagining development workflows, tools, and value creation through AI agents.
Hosts Rob Walling and Derrick Reimer dive into listener questions about AI coding stacks, shipping fast without losing polish, the shifting risks in startups due to AI, and when founders should start taking security seriously.
A deep dive into China's technological ambitions explores Moore Threads' explosive IPO, the renminbi's potential appreciation, and Apple's continued dependence on China's manufacturing ecosystem, revealing the complex economic and geopolitical dynamics at play.
In this episode, Kieran Flanagan and Logan Kilpatrick from Google explore the transformative capabilities of Gemini 3, demonstrating how AI can revolutionize marketing workflows through interactive landing pages, rapid prototyping, data visualization, and image generation with Nano Banana Pro.
An exploration of Macroscope's AI-powered approach to understanding code bases, using abstract syntax trees and language models to provide high-signal code reviews, project summaries, and insights for engineering teams of all sizes.
Jack Zhang, the co-founder of Airwallex, shares his journey from a small town in China to building a global fintech company, turning down a billion-dollar Stripe acquisition offer and transforming the way businesses move money internationally.
Erik Norland, Chief Economist at CME Group, discusses the soaring prices of precious metals, particularly silver and gold, driven by technological shifts, global fiscal challenges, and investors seeking assets central banks can't print.
Joubin Mirzadegan shares how his career-long frustration with broken sales infrastructure led him to co-found Roadrunner, a startup using AI to streamline configure-price-quote (CPQ) processes and put revenue back in motion.
Willem Avé, Square's head of product, discusses the company's evolution from a simple payment reader to a comprehensive commerce platform, focusing on how AI and a new functional organizational structure will help small businesses make better decisions and grow.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
Tarek Mansour, CEO of Kalshi, discusses the prediction market platform's massive $1BN raise, its rivalry with Polymarket, and its mission to democratize financial market participation through innovative trading on events ranging from sports to politics.
Dylan Field, co-founder and CEO of Figma, discusses the company's journey from a technology-first startup to a design platform that transformed digital design workflows, went public in a blockbuster IPO, and is now navigating the future of design in the age of AI.
James Dyson details his relentless journey of creating the bagless vacuum cleaner through 5,127 prototypes, driven by a deep curiosity, obsession with engineering, and unwavering determination to solve a problem by developing a fundamentally different product.
Kyle Grieve breaks down Michael Mauboussin's insights on combating noise in investing, challenging common myths about valuation metrics, understanding intangible investments, and recognizing the low base rates of corporate survival.
Zach Dell and Justin Lopas discuss the founding and rapid growth of Base Power, their energy startup focused on vertically integrating battery technology to lower electricity costs through a relentless, mission-driven approach to scaling and company culture.
In this episode, Sean Frank, CEO of Ridge, shares insights on e-commerce success, discussing how the company scales through strategic marketing, product expansion, and lean operations while maintaining a focus on profitability and adaptability.
Steve McLaughlin, founder of FT Partners, shares insights into the future of fintech, highlighting the transformative potential of AI, tokenization of real-world assets, and the importance of building innovative, globally-focused financial technology companies that can potentially become trillion-dollar enterprises.
General Catalyst's $1.5B Creation Strategy is building AI-native companies in fragmented service industries by developing specialized software that can automate 30-50% of tasks, then acquiring and transforming businesses to dramatically improve EBITDA margins.
In this episode, Kevin Roose and Casey Newton discuss OpenAI's "code red" response to competitive pressure from Google's Gemini and Anthropic's Claude, explore the latest AI models, and review recent examples of AI-generated "slop" across various domains.
Doximity is a digital workflow platform for healthcare professionals that offers a LinkedIn-like social network, productivity tools, and advertising opportunities, primarily serving pharmaceutical companies looking to reach doctors with targeted marketing.
Max Levchin, co-founder and CEO of Affirm, discusses how his Buy Now, Pay Later company differentiates itself from traditional credit cards by offering transparent, no-hidden-fee lending with a focus on responsible borrowing and individual transaction underwriting.
Federico Simionato provides an inside look at Bending Spoons' product strategy, sharing insights on acquisitions, product development, and how they approach product management across companies like Evernote, WeTransfer, and Vimeo.
Gabe Pereyra discusses Harvey's rapid growth in legal AI, focusing on transforming law firms' productivity through AI-powered workflows, collaborative tools, and strategic enterprise solutions across professional services.
Flex, an AI-native private bank for middle market business owners, raised a $60 million Series B and launched Flex Elite, a personal banking product that aims to provide a comprehensive financial platform spanning business and personal finance for high-net-worth entrepreneurs.
A16z General Partner Anish Acharya discusses the resurgence of consumer tech, AI's transformative potential, and key insights for founders navigating the rapidly evolving tech landscape in 2026.
Dan Wertman from Noetica discusses how AI is being used to analyze credit market deal terms, revealing a "flight to fortification" with lenders increasingly adding structural protections amid potential market distress and complex AI-related financing structures.
April Dunford shares five key insights about product positioning, revealing how to make your product's unique value clear, teach buyers to spot competitors' false claims, and craft a compelling narrative that only your company can tell.
A live podcast discussion exploring the latest tech and venture capital news, including the Thrive and OpenAI partnership, Databricks' massive funding round, the challenges of SaaS growth, and the potential of AI to disrupt traditional industries like wealth management.
In this episode, Grant Lee and Kristin Fracchia from Gamma discuss how AI is revolutionizing company growth, revealing how they built a $2B company with just 50 people by leveraging AI workflows, innovative org design, and integrating AI tools across their business processes.
The podcast discusses how AI moats still matter, with the key difference being that software can now do actual work, transforming market opportunities from IT spend to labor spend, and creating trillion-dollar opportunities in unexpected spaces.
AT&T's CEO John Stankey discusses the company's transformation, focusing on fiber infrastructure, AI's impact on data demand, cultural change, and the future of telecommunications in a wide-ranging conversation about connectivity, technology, and strategic vision.
David George shares insights into a16z's growth investing strategy, focusing on AI investments, identifying market leaders, and backing "technical terminator" founders across various technology sectors.
Russ Fradin discusses the urgent need for measuring AI productivity in enterprises, revealing that companies are spending $700 billion on AI tools without understanding their actual impact, and his company Larridon is building the measurement infrastructure to help businesses determine whether their AI investments are truly driving productivity.
Michelle Zatlyn shares insights into Cloudflare's 15-year journey, discussing the company's vision to build a generational business, the importance of staying close to customers, and navigating the challenges of AI's impact on the internet's business model.
IBM CEO Arvind Krishna discusses the company's strategic focus on enterprise AI, quantum computing, and navigating technological transitions while maintaining a sober approach to investment and innovation.
Jen Allen-Knuth reveals how sales and marketing teams can combat the "shiny object era" by understanding the true enemy of pipeline generation: buyer status quo, and provides two zero-dollar exercises to quantify lost opportunities and rebuild outbound messaging that creates curiosity.
Jonathan Siddharth, CEO of Turing, discusses the evolution of data labeling, AI's transformative potential, and why he believes 99% of knowledge work will be automated through research accelerators that create sophisticated reinforcement learning environments for AI models.
Jeanne DeWitt Grosser shares insights on transforming go-to-market strategies in the AI era, discussing the rise of the go-to-market engineer, innovative sales tactics, and how companies can leverage AI to create more personalized, efficient sales processes.
Michael Mignano, co-founder of Anchor and now a partner at Lightspeed Ventures, discusses how AI is transforming consumer startups by making previously "impossible" ideas accessible, with insights on media, distribution, and the future of creative tools.
A deep dive into the credit card industry reveals why interest rates are so high, exploring factors like marketing costs, interchange fees, and the surprising insensitivity of consumers to high borrowing rates.
Palmer Luckey discusses his journey from founding Oculus to creating Anduril, a defense technology company aimed at revolutionizing military capabilities through innovative AI-powered systems, with a mission to save Western civilization by making defense technology more efficient and cost-effective.
John McMahon, a legendary enterprise software sales leader, shares deep insights on sales strategy, hiring top talent, driving urgency, adapting to AI and PLG, and the critical importance of listening and understanding customers in the sales process.
Amanda Kahlow shares how her company OneMind uses AI-powered "superhumans" to transform sales processes, dramatically reducing sales cycles and empowering employees by promoting those who can replace their own jobs with AI.
A wide-ranging discussion of AI developments, covering Anthropic's $30 billion investment from Microsoft and NVIDIA, Sam Altman's "war mode" strategy, NVIDIA's potential challenges, Sierra and Lovable's rapid growth, and the state of the IPO market.
Dave Gerhardt discusses the power of building community in B2B marketing, sharing insights on how Exit Five grew 80% by treating their community like a product and exploring the challenges and opportunities of community building in the age of AI.
An in-depth exploration of the complex digital infrastructure behind a simple TikTok video, highlighting the intricate layers of technology required to deliver content and the potential of AI to streamline IT operations and troubleshooting.
Sheel Mohnot shares five $10M business ideas, including AI-powered yard and pool vision services, an eHarmony-like platform for surrogacy, and an electronic muscle stimulation (EMS) workout concept.
Familify pivots from their meditation app Storybook to Theo, a Bible stories app that quickly overtakes their original product by focusing on faith-based content and discovering a hungry market for Christian storytelling.
Dara Khosrowshahi recounts his journey from an Iranian refugee family to becoming Uber's CEO, transforming the company from losing billions to generating significant free cash flow by focusing on operational discipline, expanding beyond big cities, and betting on safety and food delivery.
Philip Clark of Thrive Capital discusses the firm's concentrated investment strategy across groundbreaking companies like OpenAI, Cursor, Wiz, Nudge, and Physical Intelligence, highlighting their focus on transformative technologies in AI, hardware, and emerging domains like brain engineering.
Three top B2B marketing leaders share insights on what's currently working in marketing, including successful event strategies, effective outbound approaches, building media properties that attract AI citations, and tactics they've stopped using.
Emma Hernan, a self-made multimillionaire, shares her inspiring journey from humble beginnings to becoming a successful entrepreneur in food, real estate, and TV, emphasizing the importance of believing in oneself, diversifying income streams, and maintaining a kind heart.
Maor Shlomo, founder of Base44, discusses how vibe coding will transform the software industry, the future of AI models, and why he believes small businesses will build their own customized software using AI tools.
Coca-Cola's journey from a local patent medicine to a global beverage empire is a story of innovative marketing, strategic bottling, and building a brand that transcends a simple sugar water drink into a symbol of happiness, friendship, and the American spirit.
Robinhood CEO Vlad Tenev discusses how the company is democratizing finance by breaking Wall Street rules, tokenizing private company shares, running prediction markets, and building a platform that makes everyone an owner.
David Hsu discusses how AI is transforming software engineering by enabling non-technical people to build applications through vibe coding, while emphasizing the critical need for guardrails, higher-level programming primitives, and security mechanisms to prevent potential errors and data breaches.
Walmart's CEO Doug McMillon discusses the company's ongoing digital transformation, AI implementation, and strategic approach to navigating global disruption while staying true to the company's purpose of helping people save money and live better.
Ryo Lu, Head of Design at Cursor, joins Aaron Epstein to critically review startup websites, offering insights on effective design, clear messaging, and avoiding common pitfalls in product communication.
Rahul Vohra discusses how Superhuman was acquired by Grammarly, rebranded the combined companies, and shares insights into building a successful product, the importance of game design principles, and his vision for an AI-powered productivity suite.
Stewart Butterfield shares insights on product development, leadership, and company culture, discussing mental models like utility curves, the importance of comprehension over friction, generosity in business, and the challenges of building successful products.
Sherif Mansour explores how Atlassian is helping businesses avoid "AI slop" by implementing AI teammates with carefully crafted taste, knowledge, and workflow, emphasizing the importance of human architects designing AI-driven processes across various enterprise contexts.
Gene Ludwig and Paolo Bertolotti of ModernFi discuss how their innovative deposit network solution could help community banks survive future financial crises by creating a bank-owned consortium that addresses technology, economic, and alignment challenges in the banking ecosystem.
Brianna Doe shares insights on B2B influencer marketing, emphasizing the importance of strategic creator partnerships, understanding audience needs, and measuring impact beyond vanity metrics to build effective, authentic marketing programs.
Three early-stage entrepreneurs seek advice from Squarespace founder Anthony Casalena on challenges ranging from marketing custom mattresses, launching first aid products in a competitive market, to introducing a digital companion app for eating disorder recovery.
A deep dive into the venture capital landscape, discussing Cursor's massive $2.3BN raise, the potential for AI coding platforms, market dynamics, potential tech bubble indicators, and the evolving landscape of private and public markets.
Mistral AI CEO Arthur Mensch discusses the critical data bottleneck in AI, the importance of enterprise AI adoption, and why open-source models are key to strategic autonomy and technological innovation.
Tenex co-founders Alex Lieberman and Arman Hezarkhani reveal a revolutionary approach to software engineering compensation, using AI to enable engineers to potentially earn over $1 million annually by compensating for output through story points rather than hourly billing, fundamentally transforming knowledge work productivity.
Two engineers at Every use Claude Code to ship six features, five bug fixes, and three infrastructure updates in one week by designing AI-powered workflows that make each task easier and faster.
Blake Scholl discusses his vision for revolutionizing supersonic travel, airport design, and infrastructure innovation, emphasizing the importance of long-term thinking, iterative design, and challenging accepted inefficiencies in transportation and technology.
Wade Foster shares the story of building Zapier from a small Midwest startup to a $5 billion AI-enabled automation platform, emphasizing the importance of making constant contact with reality by shipping products quickly and iterating based on customer feedback.
Jacob Lieberman discusses NVIDIA's AI Data Platform, a GPU-accelerated storage solution that transforms enterprise data management by enabling AI-ready data processing directly in storage systems without copying or moving data.
Simon Molnar reveals how Flagship.ai is transforming brick-and-mortar retail by providing data-driven visual merchandising insights that help stores optimize their floor plans, product placement, and ultimately drive more revenue through each square foot of retail space.
Rob explores the "Core Four" essential skills for building a successful SaaS company (sales, marketing, product, and development) and provides advice for technical founders on whether to find a co-founder or learn these skills themselves.
Discover how to generate thousands of leads in any niche by offering strategic, valuable lead magnets that solve a specific problem and create desire for your core product.
Marketing experts explore how AI is fundamentally disrupting marketing, shifting from volume to value, and discuss strategies for adapting to AI-driven changes in search, content creation, personalization, and sales prospecting.
From playing video games at 21 to becoming a successful credit repair and funding entrepreneur, Alex Ruiz transformed his life by investing in himself, embracing discomfort, and staying committed to personal growth despite facing homelessness and adversity.
Aidan Gomez, co-founder and CEO of Cohere, discusses the transformative potential of AI in enterprise, reflecting on his journey from Google Brain researcher to building an AI platform focused on deploying large language models across critical industries.
A panel of marketing leaders explores how AI is fundamentally changing B2B buying, discussing strategies for adapting to new research behaviors, creating authentic marketing, and leveraging AI tools while maintaining brand trust and creativity.
A detailed conversation with Satish Mansukhani of Rithm Capital explores the firm's diverse real estate and credit investment strategies, focusing on mortgage servicing, commercial real estate trends, and the evolution of asset-based finance in the current market landscape.
Deedy Das of Menlo Ventures discusses Anthropic's meteoric rise, the Anthology Fund's strategic investments in AI infrastructure and research companies, and the evolving landscape of enterprise AI, coding tools, and model development.
Gil Luria from D.A. Davidson joins the podcast to dissect the potential AI bubble, discussing the risks of debt-fueled AI infrastructure investments, the challenges of rapid technological depreciation, and the complex game theory driving massive spending by tech giants.
Steven Wang, founder of dub, shares insights on Gen Z investing, copy trading, and building a platform that empowers retail investors to follow successful traders' strategies by leveraging social media and technology.
Carl Rivera discusses how AI is transforming product design, exploring the evolving role of designers, the importance of creating meaningful user experiences, and how technology is changing the way products are conceptualized and developed at Shopify.
GE Aerospace is a dominant jet engine manufacturer with a complex business model focusing on commercial and military engines, leveraging a highly profitable aftermarket services strategy across a long-cycle, technically challenging industry.
Clay Finck breaks down Interactive Brokers (IBKR), a global online brokerage with industry-low costs, highlighting its potential to grow from 4 million to 20 million accounts, its founder Thomas Peterffy's remarkable story, and its unique competitive advantages driven by automation and technology.
A deep dive into CoreWeave, a crypto-turned-AI company that has become a crucial infrastructure provider for AI companies, highlighting the complex financial maneuvering and unique relationship with NVIDIA in the potentially volatile AI infrastructure market.
Tony Fernandes shares how he bought AirAsia for just 30 cents, transformed it into the fourth-largest airline in Asia, and built a culture-driven company that empowers employees to achieve their dreams.
A wide-ranging conversation with Will Gaybrick, President of Technology and Business at Stripe, covering the company's strategies in stablecoins, AI, payments infrastructure, risk management, and why they haven't gone public yet.
In this episode, Sajith Wickramasekara, CEO of Benchling, discusses how AI can accelerate drug discovery, reduce development costs, and transform the biotech industry by making scientific research more efficient and data-driven.
Harry Dry delivers a masterclass on storytelling, revealing how to craft compelling narratives by introducing conflict, focusing on people, and diving deep into understanding the core problem of your industry.
A podcast episode exploring space logistics with Orbital Operations, discussing their innovative cryogenic orbital maneuvering vehicle (Astraeus) designed to efficiently transport satellites between different orbits, while also highlighting potential dual-use military and commercial applications.
Rocket Mortgage CEO Varun Krishna and a16z's Alex Rampell discuss how housing has become a wealth transfer machine, with the median homebuyer age rising from 30 to 38, and explore strategies to transform the homeownership experience through technology, vertical integration, and AI-driven solutions.
The episode explores how Harvey AI is revolutionizing the legal profession with AI technology and OpenRouter is simplifying AI model access by providing a unified API for developers to easily switch between and experiment with different language models.
Grant Lee shares the story of building Gamma, an AI presentation company that grew to 100 million users by focusing on product design, organic word-of-mouth growth, and creating a fundamentally different user experience compared to traditional presentation tools.
Alex Karp, CEO of Palantir, discusses the company's journey from an outsider idea to a transformative AI platform, emphasizing its commitment to American values, meritocracy, and helping soldiers, workers, and investors succeed.
A bootstrapped team of three developers built Missive, an email collaboration tool, to $8M ARR by focusing on respecting email workflows, creating unique content marketing strategies like versus pages, and maintaining a horizontal product approach across multiple industries.
Exploring the transformative potential of Agentic AI across industries, this episode features tech leaders discussing how intelligent systems are beginning to plan, reason, and act, reshaping work from strategy to execution.
Max Levchin shares the story of building PayPal, Slide, and Affirm, exploring how his engineering mindset and pursuit of optimization have driven two decades of fintech innovation focused on improving human lives through more transparent and fair lending practices.
Howard Lerman shares his journey from building Yext to creating Roam, a virtual office platform, detailing his disciplined daily routine, entrepreneurial philosophy, and commitment to building transformative technology with a small, talented team.
Priscilla Barolo shares her journey from being the 11th employee at Zoom to becoming VP of Marketing at Neat, discussing her transition from communications to marketing leadership and the unique challenges of marketing a physical B2B video conferencing product.
Benchmark's newest general partner Ev Randle discusses venture capital's evolving landscape, AI investment strategies, the importance of technology over distribution moats, and why absolute gross profit dollars matter more than traditional SaaS metrics.
Maura Rivera, CMO at Qualified, shares insights on how marketing is back in the driver's seat through agentic marketing, strategic product launches, and a focus on building a strong, long-tenured team that innovates alongside product.
A deep dive into the week's top tech and venture capital stories, including Navan's IPO, Harvey's $8B valuation, Sam Altman's response to Brad Gerstner, the state of big tech stocks like Amazon and Meta, and the critical importance of AI adoption for startups.
David Zagaynov discusses building unmanned cargo planes at Poseidon, focusing on reducing cost per flight ton mile by eliminating pilots and leveraging advanced manufacturing techniques.
A wide-ranging discussion with Joshua Steinman about his experiences in the Navy, White House, and cybersecurity, exploring topics from Trump's intelligence to China's technological threats and the urgent need to reindustrialize and secure America's critical infrastructure.
Ryan Smith, a high school dropout with a 1.9 GPA, builds Qualtrics from his family's basement to an $8 billion company, turns down a $500 million acquisition offer, and eventually becomes the owner of the Utah Jazz NBA team.
Dylan Field, CEO of Figma, discusses the company's journey from a slow-build startup to a design software powerhouse, exploring the impact of AI on design, the importance of human creativity, and how Figma rebounded stronger after the failed Adobe acquisition.
In the NYC mayoral race, Zohran Mamdani's victory is seen as a referendum on inequality, highlighting growing frustration with the current capitalist system and signaling a potential structural shift in how Americans view economic opportunity.
AWS CEO Matt Garman discusses how the company maintains a startup-like culture of innovation, emphasizing fast decision-making, optimism, and the importance of empowering teams while balancing risk and supporting employees through rapid technological changes.
In an intimate conversation, DBS CEO Tan Su Shan discusses the bank's digital transformation, Singapore's success story, and her leadership philosophy, emphasizing the importance of embracing AI while maintaining human connection and staying curious about emerging trends.
David Baszucki, co-founder of Roblox, discusses the platform's journey from a small startup to a global gaming and social platform with 120 million daily users, sharing insights on digital economies, AI innovation, creator empowerment, and his personal experiences with metabolic health and ketogenic therapy.
Zach Abrams from Bridge and Henri Stern from Privy discuss the current state and future potential of stablecoins, highlighting their growing importance in cross-border payments, emerging markets, and financial infrastructure while exploring how they're transforming global money movement.
Luca Ferrari discusses Bending Spoons, a unique company that acquires and transforms digital businesses by applying deep functional expertise, focusing on talent density, and building a platform that can rapidly improve and scale acquired companies across product, design, and marketing.
A legally blind attorney and entrepreneur, Sean Callagy shares his inspiring journey from being broke and going blind to building multiple successful businesses, including a law firm, medical revenue recovery company, and AI platform, with a mission to elevate human potential through integrity and influence.
Larry Ellison's unique approach to business involves being contrarian, obsessing over simplicity, picking strategic enemies, and constantly challenging himself to push beyond perceived limits in the technology industry.
A deep dive into the world of investment allocation, exploring how top allocators collaborate, detect hidden risks, and continuously learn to stay ahead in the ever-evolving financial landscape.
Dan O'Connell, CEO of Front, discusses navigating the AI revolution by being bold, urgent, and willing to burn boats while transforming a decade-old company's culture and innovation strategy.
Lyft CEO David Risher discusses the company's focus on customer service, potential autonomous vehicle future, and strategies for competing with Uber while supporting drivers during technological transitions.
Ryan Serhant discusses building a $20 billion real estate sales empire by leveraging media, technology, and AI through his company SERHANT, which operates as a media and technology company that sells real estate while empowering agents with innovative tools like the AI-driven S.MPLE platform.
A practical guide to B2B messaging that reveals how most companies are missing the mark by prioritizing clarity and compelling language over true meaning, and offers strategies to close the "meaning gap" by focusing on a flagship message, balancing messaging layers, and understanding buyer context.
Joelle Pineau, Cohere's Chief Scientist, discusses the current state of AI, exploring scaling laws, enterprise adoption, the future of AI research, and the importance of balancing technological innovation with responsible development.
Jack and Max discuss the Magnificent Seven's massive AI capital expenditures, credit market "cockroaches" like Broadcom Telecom fraud, and the Federal Reserve's potential balance sheet expansion, highlighting the ongoing AI investment boom and emerging market stresses.
Melanie Perkins shares the story of building Canva from a startup rejected by over 100 investors to a $42B company, emphasizing the power of "column B" thinking, setting crazy big goals, and using imagination to create a transformative design platform that aims to empower people globally.
A candid conversation between Brad Gerstner, Satya Nadella, and Sam Altman explores the transformative OpenAI-Microsoft partnership, diving deep into AI's potential to revolutionize technology, business, compute infrastructure, and global economic productivity.
Vercel's CTO Malte Ubl discusses the company's AI strategy, including new workflow development tools, AI SDK, internal agents, and their approach to building AI infrastructure that helps developers create more efficient and secure applications.
A deep dive into OpenAI's evolving corporate structure, potential IPO, and transformation into a more Meta-like company, exploring Microsoft's strategic positioning and the broader implications for the AI industry.
Will Shu shares the journey of building Deliveroo from a late-night craving into a global food delivery platform, detailing the challenges of scaling a hyper-local business, navigating regulatory hurdles, and ultimately being acquired by DoorDash for $3.9B.
In this episode, Daksh Gupta, co-founder and CEO of Greptile, discusses the evolution of AI code review, why coding will never be fully autonomous, how engineering teams are adopting AI, and the journey of building a rapidly growing AI startup.
In this episode of Business Breakdowns, Matt Reustle interviews Arthur Olson about Robinhood's evolution from a mobile-first, commission-free trading platform to a comprehensive financial services company targeting younger investors, driven by product innovation, technological efficiency, and a focus on expanding its revenue streams beyond traditional trading.
A deep dive into how Stripe is building economic infrastructure for AI, focusing on innovative solutions like the Agentic Commerce Protocol, domain-specific foundation models for fraud detection, and helping AI companies manage complex monetization and fraud challenges in the rapidly evolving AI economy.
Shinkei is building fish harvesting robots using the Japanese ike-jime method to humanely process fish, improve quality, and reshore America's seafood supply chain, with the goal of creating a more transparent, traceable, and high-quality fish product.
Nathan Benaich discusses the 2025 State of AI Report, highlighting breakthroughs in AI reasoning, robotics, business adoption, power infrastructure challenges, and geopolitical dynamics shaping the AI landscape.
Sangram Vajre shares insights from researching 100 companies, emphasizing the importance of Net Revenue Retention (NRR) and developing a clear Go-to-Market (GTM) operating system with eight key questions to drive business alignment and sustainable growth.
Alex Pall shares the creative stories behind hit songs like "Closer," "Something Just Like This," and "Don't Let Me Down," while exploring the intersection of artistic creativity, entrepreneurship, and the evolving music industry through his experiences as one half of The Chainsmokers.
Amanda Blanc, CEO of Aviva, discusses her transformative leadership journey, focusing on strategic portfolio reshaping, leveraging AI in insurance, addressing climate risks, and promoting diversity while sharing insights from her Welsh background and personal leadership philosophy.
Jake Heller, co-founder of Casetext, shares insights on building successful AI startups by picking the right job categories, creating reliable AI assistants through careful prompting and evaluation, and effectively marketing and selling AI products that can replace or assist human professionals.
Rob Walling explores strategic positioning for startups, the challenges of creating new product categories, mental blocks to launching, and global versus local marketing approaches through answering listener questions in this solo podcast episode.
Michael Kagan, Nvidia's CTO, discusses how Mellanox transformed Nvidia's AI infrastructure by solving network scaling challenges, enabling massive GPU clusters and driving exponential computing performance beyond Moore's Law.
Alfred Lin, a partner at Sequoia Capital, shares insights on identifying and supporting outlier founders, navigating long-term company building, and understanding the nuanced quality of revenue in today's rapidly changing tech landscape.
Raghu Raghuram discusses his journey through Netscape and VMware, highlighting key strategic moves in enterprise technology, the transformative Nicira acquisition, and his excitement about AI's potential to revolutionize infrastructure and robotics.
LexisNexis CEO Sean Fitzpatrick discusses how the company is transforming legal research and document drafting through AI-powered tools like Protege, while grappling with the potential implications of AI in the legal profession.
A deep dive into why housing construction in America remains inefficient, exploring the challenges of prefabrication, manufacturing constraints, and the persistent low-tech nature of home building.
Jeff Braverman transformed his family's struggling $1 million nut store into a $100 million direct-to-consumer snack business by leveraging the early internet, Google AdWords, and innovative marketing strategies, ultimately keeping the business family-owned.
Block's CTO Dhanji R. Prasanna shares how the company is becoming one of the most AI-native enterprises by developing Goose, an open-source AI agent that helps employees across technical and non-technical teams save 8-10 hours per week by automating tasks and building software.
A deep dive into Sysco, the massive food distributor that has quietly shaped American restaurant menus through its extensive logistics network, standardized ingredients, and controversial roll-up strategy that has led to decreased food quality and variety.
A deep dive into CompoSecure, a niche manufacturer of premium metal credit cards with an 80% market share, exploring its innovative manufacturing, strategic relationships with major card issuers, and potential growth under Dave Cody's leadership.
Suneera Madhani transformed a rejected payment processing idea into a billion-dollar fintech company, Stax, by leveraging digital marketing, white-label solutions, and relentless execution.
In this episode, Harry, Jason, and Rory discuss why today's venture market is as challenging as the 2021 hype cycle, debate the risks of over-investing in vertical SaaS and AI startups during a period of inflated growth expectations, and explore whether companies like Replit and Deal can achieve billion-dollar ARR valuations while examining the capital intensity of AI infrastructure and the widening gap between public and private market exits.
Reducto's co-founder and CEO shares how the startup pivoted from building long-term memory for language models to creating the most accurate PDF and document processing infrastructure, growing to $5M ARR with just founder-led sales while raising $108M and only burning $1M in capital.
Michael Barton, Sector Head at $70B hedge fund Coatue, discusses how retail investors are reshaping markets, why AI is the biggest tech wave ever, and how the firm is positioning itself to capitalize on the AI stack across infrastructure, applications, and data layers.
Alex Hormozi provides strategic advice to business owners across different industries, focusing on customer acquisition, lead generation, content marketing, and scaling techniques through personalized guidance and practical recommendations.
Kelly Cheng shares her journey from growth marketer to CMO at Goldcast, discussing how she's scaled the marketing organization, shifted from product-led to sales-led growth, and built long-term brand value while managing a team of 30 across demand generation, product marketing, content, communities, and field marketing.
Eira May and Natalie Rotnov discuss key findings from Stack Overflow's 2025 Developer Survey, exploring how declining AI trust, persistent tool sprawl, and the need for human validation should shape enterprise leaders' strategies around AI adoption, RAG systems, and internal knowledge management.
Elad Gil joins Jason and Alex to discuss Amazon's aggressive automation plans, the implications of AI-driven job displacement, emerging AI wearables, and the regulatory debate surrounding AI development in the US.
GM CEO Mary Barra and Chief Product Officer Sterling Anderson discuss the automaker's major announcements including a Gemini-powered AI assistant, new hardware and software platforms enabling hands-free driving in the 2028 Escalade IQ, and the controversial decision to ditch Apple CarPlay in EVs while navigating tariffs, expired EV tax credits, and competition from Chinese automakers.
Thomas Laffont of Coatue discusses the evolving AI infrastructure landscape, the death of traditional systems of record in enterprise software, winning strategies in venture investing, and the importance of founder magnetism and mentorship in building transformative technology companies.