40 hours of podcasts, in 5 minutes.
Founders, operators, capital, and the moats they build. 20VC, My First Million, Acquired, Invest Like the Best, Cheeky Pint, TBPN, Founders.
Anastasios, CEO of Arena, discusses the rapidly evolving AI landscape, from the commoditization of models driven by open-source advancements, particularly from…
This episode covers the fascinating history and marketing strategies of the secretive Ferrero family dynasty, insights into cultivating world-class talent from…
This episode analyzes the rapid collapse of Leopold Auerbach's Situational Awareness hedge fund due to significant losses in AI infrastructure investments, hig…
The episode discusses Leopold Ashenbrenner's hedge fund, Situational Awareness LP, and its recovery from a significant drawdown, including the sale of public e…
This episode explores the transformative field of physical AI, differentiating it from digital AI and highlighting its immense market potential. Guests Kensho…
The episode delves into the rapid collapse of Leopold Aschenbrenner's AI hedge fund, 'Situational Awareness,' due to excessive leverage and market volatility,…
Jun Song Park, co-founder and CEO of Simily, discusses how their company creates a foundation model of human behavior through simulations. He explains Simily's…
This episode delved into Leopold Ashenbrenner's Situational Awareness LP, analyzing its recent drawdown and strategic recovery, with insights into the definiti…
In this episode, Travis Kalanick discusses the $1.7 billion raise for his 'industrial AI' company, Atoms (Pronto), and its full-stack automation strategy acros…
Sam Parr and Shaan Puri uncover the fascinating history and current dominance of Cargill, the largest and most secretive private company in America. They then…
This episode covers an OpenAI model's unexpected hack of Hugging Face during a cyber test, sparking debate on AI misalignment and the ethical implications of m…
This episode of TBPN covers OpenAI's GPT hacking Hugging Face, sparking a debate on AI cybersecurity and misalignment, along with discussions on AI model disti…
In this episode, Oswald Nitski, CPO at Mercor, discusses the complex relationship between open-source models and data providers, arguing that open AI raises th…
This episode covers key developments in the AI industry, including AMD's latest chip announcements and strategic partnerships. Discussions also include Google'…
This TBPN episode, live from AMD's Advancing AI event, features AMD CEO Lisa Su discussing the company's AI strategy and partnerships. Earlier, guests Oliver C…
Fred Turner, CEO of Curative, shares the incredible journey of scaling a COVID testing business to $5 billion in revenue before pivoting to health insurance, n…
Ray Dalio, founder of Bridgewater Associates, shares his core investing principles, including the "Holy Grail" of 15 uncorrelated return streams and building t…
The episode analyzes Stripe's rumored $53 billion offer for PayPal, exploring the financial implications, strategic fit, and challenges like cultural integrati…
On this July 16th episode, John Coogan and guest host Tyler Cosgrove discuss the launch of Thinking Machine's Inkling AI model and the ongoing debate around op…
This episode of TBPN features guest host Tyler Cosgrove alongside John Coogan, discussing major tech and economic news. Key topics include Thinking Machines La…
This episode analyzes Stripe's rumored $53 billion bid for PayPal, examining its strategic rationale, cultural integration challenges, and other potential bidd…
Michele Catasta, President and Head of AI at Replit, discusses the company's dramatic pivot from a cloud IDE to an AI agent platform, including the intense per…
Harry Stebbings interviews Arind, founder of Glean, discussing the competitive dynamics of the AI landscape. They cover the shift towards open-source models in…
Mark Pincus, founder of Zingga, shares his insights on identifying "lightning in a bottle" startups, the story behind his Facebook investment, and his "Proven,…
This episode covers the successful SK Hynix IPO driven by AI demand, reactions to the new GPT-5.6 and its desktop app controversy, Meta's aggressive AI strateg…
This episode covers SK Hynix's massive IPO and its impact on the AI memory market, the controversy surrounding OpenAI's GPT 5.6 Soul desktop app, and Meta's ag…
Harry Stebbings speaks with Mike Mignano, a new General Partner at USV, about the evolving landscape of AI. They discuss USV's thesis-driven investment approac…
This episode delves into the evolving landscape of AI, examining the US government's increasing involvement through regulation and potential ownership stakes i…
This episode delves into significant developments in the tech and business world, including OpenAI's proposal of an equity stake to the Trump administration an…
Sam Parr and Shaan Puri interview three entrepreneurs about their unique and profitable businesses: Alex discusses his $10M real estate advertising magazine em…
Harry Stebbings interviews Clay Pavore, co-founder of Sierra, delving into critical AI industry topics. They discuss the dynamic competition between open and f…
This episode delves into Meta's reported plans to launch a cloud infrastructure business, selling AI compute power, and the strategic implications for the comp…
This episode covers Rocket Lab's major acquisition of Iridium and its strategic implications for competing with SpaceX, discusses Comcast's decision to split i…
Tech analyst Philipp Klöckner discusses the profound paradigm shifts brought by AI, from accelerating software development and business models to its impact on…
This TBPN episode covers Meta Platforms' foray into AI cloud computing and its internal product challenges, Lime's successful IPO driven by operational efficie…
This episode discusses the release of Fable 5 and AI model regulation, the contentious debate around OpenAI's proposed equity stake for the government, and the…
Harry Stebbings, Rory O'Driscoll, and Jason Lanin discuss Coinbase's surprising AI spend reduction, Anthropic's IP theft claims against Chinese models, Microso…
Aaron Levie, founder of Box, discusses the company's early pivot from consumer to enterprise, turning down major acquisition offers using the regret minimizati…
This episode explores several fascinating business and investment concepts, starting with peculiar South Korean 'dopamine websites' and a look at emerging Asia…
In this episode, John Coogan and Jordi Hays explore major shifts in the creator economy, discussing monetization challenges and the trade-offs between independ…
John Coogan and Jordi Hays recap their trip to Cannes, discussing perceived "sabotage" by French President Macron and major industry news. They delve into the…
Paul Erlang, co-founder and CEO of FOMO, discusses their unconventional approach to building a trading app, from giving non-founders significant equity to a da…
This episode delves into the early history of The Walt Disney Company, focusing on Walt Disney's entrepreneurial journey from his childhood in Marceline, Misso…
This episode covers the recent UFC Freedom 250 event at the White House, discussing its political implications and the 'bread and circuses' phenomenon. It then…
This episode delves into the launch of Midjourney Medical, exploring its innovative ultrasonic scanning technology and David Holtz's entrepreneurial journey fr…
This episode features Harry Stebbings and Perplexity CEO Aravind Srinivas, who discusses Perplexity's transformative impact on Google's search interface, shift…
Jake Paul and Jeff Lowe join John Coogan and Jordi Hays to discuss Anti Fund's unique investment strategy, Most Valuable Promotions' disruption of the boxing i…
In this episode, Sam Parr and Shaan Puri interview former Goldman Sachs CEO Lloyd Blankfein, who reveals his personal investment strategy, heavily weighted in…
Gavin Baker joins John Coogan and Jordi Hays to discuss the SpaceX IPO, identifying terrestrial compute and cursor as key near-term drivers. The conversation e…
Harry Stebbings hosts Ryan Peterson, CEO of Flexport, for a candid discussion on a wide range of topics. They cover Peterson's controversial views on remote wo…
This episode covers diverse discussions, from a recap of the UFC Freedom 250 event at the White House with fighter Bo Nickal to the US government's new export…
This episode discusses SpaceX's dramatic valuation increase and its strategic acquisition of Cursor, questioning Elon Musk's historical 'build not buy' approac…
This episode delved into Midjourney's surprising expansion into medical imaging with an advanced body scanner, the intensified AI talent wars seeing key resear…
This episode explores various paths to success and fulfillment, from building authentic lifestyle brands and reinventing personal identity, to the importance o…
This episode explores Jeff Bezos' massive AI venture, Prometheus, and his optimistic views on AI's impact on jobs, alongside the rising trend of airport lounge…
This episode covers Apple's WWDC announcements, including the evolution of Siri, new parental controls, and spatial reframing in photos, along with Anthropic's…
This episode discusses the forthcoming film "The Social Reckoning," examining its potential impact on Meta's public perception and Mark Zuckerberg's image, par…
This episode of TBPN delves into Apple's WWDC announcements, particularly the re-launch of Siri AI and new parental controls, alongside discussions on Rivian's…
Cloudflare CEO Matthew Prince discusses the rapid growth of AI agent traffic, Cloudflare's strategy for scaling AI infrastructure with Workers and edge inferen…
Shaan Puri and Sam Parr offer a simplified, relatable analysis of the SpaceX IPO, covering its ambitious mission, current cash-generating businesses like Starl…
The episode features John Collison in conversation with Barney Hussey-Yeo, founder of Cleo, a fast-growing AI financial assistant. They discuss Barney's past a…
This episode features Barry Ritholtz, who shares his "Christmas Tree" analogy for portfolio construction, advocating for a core of passive index funds with lim…
This episode of TBPN discusses the new 'Social Reckoning' movie's potential impact on Meta and Mark Zuckerberg's image, alongside the controversial safety guar…
The episode covered Apple's WWDC 2026 announcements, focusing on Siri's AI integration and the implications of its "private cloud" strategy. Discussions also i…
Roman Chernin, co-founder of Nebius, discusses the state of AI infrastructure, dismissing the idea of an AI bubble and asserting that the industry is in its ea…
This episode explores diverse business strategies, from Pat LaFrieda's transformation of a commodity meat business into a premium brand to Elon Musk's "Idiot I…
This episode covers the catastrophic explosion of Blue Origin's New Glenn rocket during a static fire test, analyzing the significant setback for Jeff Bezos's…
This episode features Tom Freston, co-founder of MTV and former CEO of Viacom, discussing his remarkable career journey from an early clothing business in Indi…
Brad Gerstner discusses the current state of the AI market, emphasizing Anthropic's pivotal role in demonstrating revenue and margins, and how this impacts sof…
Joe Liemandt, the founder of Trilogy and Alpha, shares his journey from building the first billion-dollar AI company to his current mission of transforming edu…
Harry Stebbings interviews Nico, the co-founder and CEO of Corgi, a $2.5 billion valued insurance company, about his extreme workplace culture. Nico discusses…
This episode features in-depth discussions on Blue Origin's rocket failure, the complexities of enterprise AI adoption and its ROI, and Apple's strategic appro…
The episode covers a wide range of tech and cultural topics, including the ethics of AI prompting and workplace integration, the growing debate around AI data…
This episode captures a live strategy meeting for the My First Million podcast, where hosts Sam Parr and Shaan Puri, joined by team members Ari and Cassie, dis…
Sam and Shaan delve into a study suggesting a significant genetic component to investing behavior, exploring how self-awareness and tailored strategies can mit…
Sam Parr and Shaan Puri discuss the unconventional paths of successful entrepreneurs like Sir Jim Ratcliffe and Palmer Luckey, highlighting their passion-drive…
This episode features John Coogan, Jordi Hays, and guest Rahul Sunwalker discussing current tech, business, and cultural trends. Key topics include the implica…
Harry Stebbings interviews Shiv Rao, founder and CEO of Abridge, about the company's journey from a five-year "wilderness" to a $5.3BN valuation in vertical AI…
Anjney Midha joins John Coogan and Jordi Hays to discuss his analysis of Ryan Cohen's potential eBay acquisition, highlighting the strategic value of GameStop'…
Ryan Cohen discusses his offer to acquire eBay with GameStop, detailing the $125/share, half cash, half stock proposal. He outlines his vision for revitalizing…
In this episode, Kaz Nejatian, CEO of OpenDoor, discusses the company's transformation, clarifying its identity as a market maker focused on velocity and attac…
This episode of My First Million features Rohan Oza, a seasoned investor known for transforming beverage brands like Vitamin Water and Poppy into multi-billion…
In this wide-ranging discussion, Tobi Lütke, CEO of Shopify, shares his unconventional leadership philosophy, clarifies that current mass layoffs are due to ov…
This episode analyzes the latest Mag7 earnings, noting Google and Amazon's significant AI-driven growth contrasted with Meta and Microsoft's substantial capita…
This episode delves into the current economic climate, contrasting the booming AI sector with the more resilient 'real economy.' Discussions include Intel's re…
Cliff Weitzman, CEO of Speechify, shares his unconventional strategies for growth, hiring, and product-market fit, including insights gained from meeting 100 C…
Amjad Masad, CEO of Replit, shares his company's meteoric growth from $2.5 million to $250 million in annual recurring revenue in just one year, detailing the…
This episode delved into the ongoing Elon Musk vs. OpenAI trial, highlighting Greg Brockman's dramatic testimony and the clash over the company's control. It a…
Brian Chesky discusses Airbnb's recent accelerated growth, attributing it to implementing a "founder mode" leadership strategy and deep integration of AI into…
This episode covers Q1 2026 tech earnings for Google, Microsoft, Amazon, and Meta, analyzing their distinct AI strategies and capex. Guests include Mike Isaac…
This episode covers the Q1 2026 earnings of Google, Microsoft, Amazon, and Meta, analyzing their differing AI investment strategies and capital expenditures. I…
Mike Isaac, a New York Times reporter, provides an inside look at the OpenAI vs. Elon Musk trial, discussing courtroom logistics, the legal strategies of both…
John Collison and Emily Sands discuss the current economic landscape, analyzing trends in profitability, trade policy, and labor markets through Stripe's data.…
This episode explores the current state and future implications of AI, dubbed 'day 120 of the singularity.' Discussions range from AI's economic impact and saf…
Becca Lindquist, Head of Sales at Clay, provides a deep dive into modern sales strategies, leadership, and team building. She discusses critical insights into…
Shaan Puri and Sam Parr delve into diverse opportunities, from the massive economy surrounding Grand Theft Auto 6 to the controversial OpenAI acquisition of TB…
In this episode, Sam Parr and Shaan Puri tackle the common dilemma of feeling lost after graduation, specifically the unhelpful advice to 'follow your passion.…
Harry Stebbings interviews AppLovin CEO Adam Foroughi, discussing his leadership philosophy and the company's journey through market volatility. Key themes inc…
This keynote at Stripe Sessions 2026 explores the transformative impact of AI agents on developer experience and business operations. Michelle Bu and Nilufer s…
In this episode, Chad, founder of Grüns, details his journey building a billion-dollar supplement brand in just 32 months. He shares his strategies on product…
Harry Stebbings speaks with Amjad Masad, CEO of Replit, about the evolution of programming, the impact of agentic AI, and Replit's role in empowering a billion…
John Collison interviews Tony Xu, CEO of DoorDash, about the company's journey and the broader restaurant industry. They discuss DoorDash's early competitive s…
This episode delves into the groundbreaking acquisition of Cursor by XAI/SpaceX for $60BN, analyzing its strategic implications and the current landscape of hi…
Harry Stebbings speaks with Aaron Levie, CEO of Box, about the transformative impact of AI on large enterprises. They discuss the future of work, the evolution…
Sam Parr interviews Charles Duhigg, author of 'The Power of Habit' and 'Super Communicators.' They discuss the mechanics of habit formation and change, persona…
This episode delves into the extraordinary history and paradoxical business model of Ferrari, from its founder Enzo Ferrari's early life and vision to its mode…
Sam Parr and Shaan Puri interview John Krafcik, former President of Tesla and author of "The Algorithm," discussing Elon Musk's unique leadership and Krafcik's…
Harry Stebbings speaks with Demis Hassabis, CEO of DeepMind, about the future of AI. They discuss AGI's definition and timeline, current bottlenecks in AI deve…
This episode delves into Cloudflare, the cybersecurity giant, exploring its history, business model, and strategic evolution. Matt Russell and guest Sam Eden b…
David Senra interviews Shopify CEO Tobi Lütke about his unique approach to company building over 21 years. They discuss Lütke's philosophy of treating companie…