Stripe cofounder John Collison interviews founders, builders, and leaders over a pint.
Meta’s new frontier model, "Muse Wonder," marks a significant shift toward personal superintelligence, prioritizing proactive, multimodal agents over simple text-based assistants. These agents leverage active memory and domain expertise to handle complex, real-world tasks, such as managing grocery shopping or providing...
Snap is navigating a "crucible moment" as it approaches one billion monthly active users and nears net income profitability while simultaneously transforming its business through AI. The core strategy centers on bringing computing into the real world via see-through AR glasses, which aim to foster human connection rath...
DoorDash CEO Tony Xu details the company's evolution from a Stanford side project to a dominant delivery platform, attributing success to superior retention and high-frequency usage rather than aggressive marketing. Operational complexity defines the restaurant industry, where long-term viability requires balancing tra...
AI audio technology has transitioned from primitive, hard-coded signal replication to sophisticated neural models that predict phonemes and context, enabling human-like emotional inflection. ElevenLabs, led by co-founder Mati Staniszewski, leverages this shift by building foundational models that power both creative st...
Google's CEO Sundar Pichai discusses the company's AI strategy, addressing Google's perceived lag in productizing the Transformer technology, which was invented at Google but first popularized outside of Google. Pichai clarifies that Google immediately applied Transformers to improve search quality and conceived a Chat...
Dmitri Dolgov, co-CEO of Waymo, discusses the technical architecture and future of self-driving technology. He details Waymo's sensor suite—lidar, radar, and cameras—and AI-driven system that builds a world model to make driving decisions in real-time. Dolgov addresses the end-to-end versus modular debate, explaining W...
Kalshi co-founders Tarek Mansour and Luana Lopes Lara discuss building a regulated prediction market in the U.S., detailing their initial struggles for CFTC approval and the lawsuit over election contracts. They emphasize the importance of a regulatory-first approach for mainstream and institutional adoption, driven by...
The discussion centers on the transformative impact of AI on software engineering, customer service, and broader business strategies. It highlights the shift towards AI agents handling customer interactions across multiple channels, exemplified by Sierra's work with companies like SoFi and Rocket Mortgage. A key insigh...
Flock Safety's Garrett Langley discusses the evolution of the company, from its origins in neighborhood firearm thefts to a comprehensive public safety system. He highlights how Flock integrates with 911 calls and uses AI to assist law enforcement, citing examples like identifying a suspect by their white Converse snea...
The discussion centers on the architecture of AI chips, particularly for large language models, and the trade-offs between latency and throughput. Reiner Pope, co-founder and CEO of MatX, details the company's approach to chip design, combining HBM and SRAM memory for optimal performance. He addresses the challenges of...
The 2025 Stripe annual letter addresses key trends in the internet economy, focusing on the increasing speed and intensity of competitive markets, dubbed the "sorting machine," where leading companies are rapidly pulling away from the rest. It highlights the global-by-default nature of new internet businesses, particul...
Ramp's CEO Eric Glyman discusses the corporate card and finance automation platform's growth, business model, and vision. Ramp, now processing over a billion dollars annually, initially focused on spend cards but has expanded into bill payments, treasury, procurement, and travel. A key discussion point is balancing emp...
The conversation centers on the application of aggregation theory to AI, with Ben Thompson, founder of Stratechery, offering insights on how AI impacts advertising, e-commerce, and content creation. Thompson argues that AI's high costs and varying product quality necessitate embracing advertising for broader access. He...
The conversation centers on Elon Musk's vision for the future of AI, energy, and manufacturing, particularly focusing on scaling AI in space. Musk argues that space-based AI is inevitable due to energy constraints on Earth, predicting it will be the most economically compelling location within 36 months. He highlights ...
In this interview, John speaks with Satya Nadella, CEO of Microsoft, about the diffusion of AI in enterprise, building AI factories, and organizing data layers. They discuss Microsoft's Copilot and its integration with Microsoft 365, ERP systems, and data architecture. Nadella shares his views on the evolution of "info...
In this interview, John Collison and Speaker 3 talk with Dave Ricks, the CEO of Eli Lilly, about the pharmaceutical industry, Eli Lilly's history, and the company's future. Ricks discusses Eli Lilly's use of AI in drug discovery, the challenges and costs associated with clinical trials, and the complexities of drug pri...
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