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What comes after smartphones, with Snap CEO Evan Spiegel
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The economics and trends of the restaurant industry, with Tony Xu of DoorDash
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The world of voice AI, with Mati Staniszewski of ElevenLabs
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The history and future of AI at Google, with Sundar Pichai
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Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
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The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
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Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
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Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
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Garrett Langley of Flock Safety on building technology to solve crime
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Reiner Pope of MatX on accelerating AI with transformer-optimized chips
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Stripe’s 2025 annual letter
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Ramp founder Eric Glyman on the many ways AI is changing corporate spending
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Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
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Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method
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Julia DeWahl of Antares on building nuclear reactors for the US military
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Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
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Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
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Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
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Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
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Dan Sundheim of D1 Capital on the art of public market investing
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How to build a $16B car company with RJ Scaringe, founder of Rivian
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Tobi Lütke is still captivated by internet commerce, 20 years later
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Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
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Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies
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Ambrook CEO Mackenzie Burnett on American agriculture, rural resilience, and carrying 50lbs of fresh pork on Amtrak
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Zipline CEO Keller Cliffton on air-dropping blood to Rwandan hospitals and getting to 50,000 aircraft per year
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Cognition CEO Scott Wu on acquiring Windsurf, AI replacing engineers, and the Moneyball-ification of everything
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Coinbase CEO Brian Armstrong on bitcoin going to $1 million, electing a pro-crypto Congress, and Jamie Dimon
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Robinhood CEO Vlad Tenev on tokenizing private companies, changing the SEC, and Frank Slootman
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Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism
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Serial entrepreneur Pieter Levels on building in public and living as a digital nomad
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The Bot Company founder and CEO Kyle Vogt on home robots and why he’ll never sell another company
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Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM
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OpenAI cofounder Greg Brockman on the scaling hypothesis and refactoring as a killer AI use case
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Cheeky Pint hosted by Stripe cofounder John Collison
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