Videos
Long-form interviews and talks, summarized with key takeaways, detailed notes and notable quotes.
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Benedict Evans on Why AI Is Stuck in 1997: The Task vs the Job, Commodity Models, and Why the Jobs Apocalypse Is Overhyped
Benedict Evans, the former Andreessen Horowitz partner and independent analyst behind the annual “AI Eating the World” presentation, sat down with Lenny’s Podcast for what the host calls…
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Vibe Coding Hardware: Naval, Guillermo Rauch, Blake Scholl, and Max Hodak on AI-Designed Jet Engines, Vertical Integration, China’s Open-Source Bet, and Why Humans Become Verifiers
This is part two of Naval Ravikant’s conversation with frontier founders Guillermo Rauch of Vercel, Blake Scholl of Boom Supersonic, and Max Hodak of Science. Where the first…
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Dan Loeb on Building Third Point’s $25 Billion Investment Empire: AI, Activism, Credit, and the FTX Mistake
Dan Loeb has spent three decades turning a $3 million fund into Third Point, a roughly $25 billion collection of hedge fund, credit, insurance, and venture businesses. In…
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Raoul Pal: Why the Crypto Bull Run Is Just Starting, the AI Economic Singularity, and Why You Should Never Sell Bitcoin
Macro investor and Real Vision co-founder Raoul Pal returned to the When Shift Happens podcast for episode 173 to argue that the recent crypto drawdown is a nasty…
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Waste Tokens to Save Time: Naval, Guillermo Rauch, Blake Scholl, and Max Hodak on AI Software Factories, 1000x Engineers, and Whether Pure Software Is Dead
Naval Ravikant gathers three frontier founders, Guillermo Rauch of Vercel, Blake Scholl of Boom Supersonic, and Max Hodak of Science, for a freewheeling conversation about how AI coding…
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Dan Shipper’s Most Contrarian AI Predictions for 2026: Why the Job Apocalypse Is a Myth, SaaS Will Boom, PMs and Designers Win, and CLIs Are Already Over
Dan Shipper, the CEO and founder of Every, returned to Lenny’s Podcast for round two of AI predictions. His last appearance produced one of the most prescient calls…
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Rick Rubin on Obsession and Creativity, the Lazy Workaholic, Ruthless Editing, and Why a Great Producer Is Really a Reducer
David Senra of the Founders Podcast sits down with Rick Rubin for a long, unhurried conversation about obsession, creativity, the discipline of reduction, and how to sustain greatness…
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Michael Saylor on Strategy’s Bitcoin Playbook, the 11.5% Stretch Preferred Stock, Why Working Hard Is Bad Advice, and Bitcoin as Cyber Manhattan
Michael Saylor, founder and executive chairman of Strategy (formerly MicroStrategy), sits down for Episode 172 of the When Shift Happens podcast for a wide-ranging, two-hour conversation on how…
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Mohnish Pabrai on How to Invest in 2026: The Ten Commandments of Investing, Charlie Munger Lessons, Cloning, Turkey Warehouses, Constellation Software, and Why Less Than 1% of Stock Pickers Beat the Market
Mohnish Pabrai sat down with Shaan Puri to lay out exactly how he thinks about investing in 2026, walking through the ten commandments that have shaped a 27…
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Tobi Lütke on Uncapped Episode 50, Building Shopify in the AI Era, The Net Impact Memo, Six Week Cycles, and Why Software Was the Hidden Infrastructure of Our Time
Tobi Lütke, the founder and CEO of Shopify, sits down with Jack Altman for Episode 50 of the Uncapped podcast for one of the most useful hours of…
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Marc Andreessen on Joe Rogan #2501, AGI Has Already Arrived, California’s Wealth Tax Will Bankrupt Founders, and Why America Cannot Build Anything Anymore
Marc Andreessen returns to The Joe Rogan Experience #2501 for a sprawling three hour conversation that tries to make sense of the moment we are actually living through.…
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Gavin Baker on Orbital Compute, TSMC, Frontier AI Models, Anthropic’s Vertical Take Off, and the Coming Wafer Shortage
Gavin Baker, founder and CIO of Atreides Management, returns to Patrick O’Shaughnessy’s Invest Like the Best for his sixth appearance. He calls the current AI moment the most…