Today's Top Episodes

How Humans Will Earn in the AI Economy with Jordan Gray from Public AI

Will AI steal your job or create new opportunities? Discover how humans will thrive in the evolving AI economy.

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How to build a $16B car company with RJ Scaringe, founder of Rivian

How to build a $16B car company with RJ Scaringe, founder of Rivian

Duration: 01:08:48
October 14, 2025
  • Rivian is focusing on a a software-defined vehicle architecture with a zonal design to reduce complexity and enable rapid updates.
  • The company is strategically positioned with its R2 model to address a gap in the market for compelling, more affordable electric SUVs, aiming to significantly increase market share.
  • Rivian's business model extends beyond vehicle sales to include technology licensing, a direct-to-consumer service network, and future growth potential in the used car market.
Tobi Lütke is still captivated by internet commerce, 20 years later

Tobi Lütke is still captivated by internet commerce, 20 years later

Duration: 01:42:55
October 6, 2025
  • Shopify's founder reflects on how the company addresses the challenge of measuring R&D by emphasizing team communication and tracking project progress in a centralized system, despite the inherent difficulties in quantifying software development output.
  • The conversation highlights the inversion of e-commerce quality, where smaller businesses using platforms like Shopify now often provide better online shopping experiences than larger, more established retailers due to accessible and powerful tools.
  • A key theme is the symbiotic relationship between software and business evolution, as Shopify's founder expresses his conviction that companies should leverage adaptable software (including custom-built solutions when necessary) to subtly shape the environment and, in turn, the direction of the company.
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

Duration: 02:07:56
October 1, 2025
  • Understanding if the market is in a “bubble” is not necessarily possible, and those who continuously predict crashes often lack predictive ability.
  • VC firms with reliable LPs are better positioned to keep investing even at the bottom of the market.
  • The "Elon Method" of company management—characterized by direct engineer communication, bottleneck resolution, a legal department focused on lawsuits, and a cult of personality—is understudied due to tribalism and emotional reactions.
Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies

Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies

Duration: 01:18:20
September 24, 2025
  • Intercom has shifted from a general SaaS platform to a customer service focus, now positioning itself as an AI-first company with its Fin chatbot product resolving over a million conversations weekly.
  • A key element in Intercom's success is the development of a deep AI stack, investing in custom models and architecture tuned for customer service rather than relying solely on general-purpose LLMs.
  • The move to usage-based pricing for Fin, charging per resolution, aligns revenue with actual AI work performed, incentivizing product improvement and creating a clear value proposition for customers.
Coinbase CEO Brian Armstrong on bitcoin going to $1 million, electing a pro-crypto Congress, and Jamie Dimon

Coinbase CEO Brian Armstrong on bitcoin going to $1 million, electing a pro-crypto Congress, and Jamie Dimon

Duration: 01:16:35
August 20, 2025
  • Coinbase's early success stemmed from a regulated approach and accumulating credibility indicators like Y Combinator acceptance and securing bank partnerships, which differentiated it from competitors.
  • The passage of The GENIUS Act, requiring stablecoins to be 100% backed by US dollars or treasuries and audited, has created a "gold rush" of interest in stablecoin strategies among companies dealing with payments.
  • Coinbase CEO Brian Armstrong emphasizes the importance of fostering innovation through internal venture bets, citing the success stories of USDC and Base, while balancing it with a focus on core business and efficient operations.
Robinhood CEO Vlad Tenev makes his pitch for tokenizing Stripe

Robinhood CEO Vlad Tenev makes his pitch for tokenizing Stripe

Duration: 01:05:50
August 13, 2025
  • Robinhood is expanding into consumer banking, launching "Robinhood Banking" with features like high APY accounts and a streamlined process for switching banks, including potential AI-powered migration tools.
  • Tenev discussed Robinhood's strategy for allowing access to tokenized private company stock, arguing it democratizes access to potentially lucrative assets and that regulatory concerns are overblown.
  • A key element of Robinhood’s high-performance culture involves concentrating rewards among the top 150 contributors company-wide, regardless of their level or position in the org chart.
Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism

Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism

Duration: 01:02:51
August 6, 2025
  • The sibling co-founder dynamic at Anthropic, with Dario focusing on strategy and Daniela on operational execution, allows each to maximize their strengths.
  • Anthropic sees coding as a leading, fast-diffusion application of AI, offering a glimpse of future AI integration across various industries.
  • Despite potential risks, the speaker believes thoughtful AI regulation is vital, focusing on safety measures to ensure societal benefits outweigh harms and prevent the technology from "overheating."
Cheeky Pint hosted by Stripe cofounder John Collison

Cheeky Pint hosted by Stripe cofounder John Collison

Duration: 00:00:56
June 16, 2025
  • The discussion touched on the difficulties of deploying robots in domestic environments.
  • The speakers referenced a past conversation about the timeline for achieving Artificial General Intelligence (AGI).
  • They made light of the current challenging situation in Europe, suggesting an opportunistic approach to "never waste a crisis".