Latest Interviews
Showing 3901–3915 of 6,417 interview transcripts.
Clear all filtersEmil Michael: How I Negotiated the $4B Uber-China Deal, Why DoorDash Caught Up to Uber | 20VC #941
The event details the career arc of an Harvard and Stanford Law alumnus who transitioned from advising early internet ventures to executing landmark negotiations, including the $760 million acquisition of Tell Me Networks and the $7 billion Didi-Uber merger. Drawing heavily on mentorship from Bill Campbell, the speaker outlines a deal-making framework that prioritizes founder psychology and information asymmetry while critiquing recent industry failures like the Uber-Postmates integration. Looking forward, the narrative shifts to a venture landscape defined by reduced M&A activity and structural down rounds, with the speaker announcing a pivot to mentoring twenty high-impact entrepreneurs by 2027 rather than returning to a traditional venture capital role.
- Lex Fridman2h 26m
Kanye 'Ye' West Interview | Lex Fridman Podcast #332
Kanye 'Ye' West, Lex Fridman, Ye
During a comprehensive philosophical discourse, Elon Ye articulates a framework that redefines human potential through engineering principles while critiquing the medical and media industries for systemic harms and alleged conspiracies against his career. He proposes a new societal architecture centered on regenerative "living cell" structures and urges the formation of an all-Black tech firm to reclaim cultural identity, despite acknowledging errors in his previous rhetoric regarding Jewish media control. The conversation culminates in a call for youth to prioritize instinct and self-sufficiency over consensus, positioning the pursuit of objective truth as the primary vehicle for collective evolution.
Brad Gerstner: Why high interest rates mean low company valuations
Brad Gerstner, Harry Stebbings
The firm advocates for strict valuation discipline by applying a 20% discount to pre-pandemic multiples to ensure margins of safety against rising interest rates. It adjusts capital deployment inversely to market sentiment, expanding during panic but rejecting current growth stock corrections as fully priced rather than genuine opportunities. Looking forward, the strategy targets long-term value creation in cloud and AI sectors, contingent on a stabilized cost of capital and a return to predictable market conditions.
- The Diary Of A CEO1h 48m
Whoop Founder: How I Built A $3.6 BILLION Company & BEAT Apple! Will Ahmed | E189
Will Ahmed founded the $3.6 billion wearable health company Whoop to track physiological metrics like strain and recovery, pioneering a subscription model that avoids the screen-based smartwatch category favored by competitors like Apple and Amazon. Born from Ahmed's personal struggle with overtraining as a Harvard student, the startup endured existential cash crises while developing proprietary sensors and a unique culture that rewards employee sleep performance. By leveraging data from elite athletes such as LeBron James and Michael Phelps, Whoop distinguishes itself through a disciplined focus on continuous monitoring and a business philosophy that prioritizes long-term retention over hardware sales.
Kyle Harrison: Why 75% of Active Investors Will Disappear in the Next Few Years | 20VC #940
Kyle Harrison, Harry Stebbings
Kyle Healy, a former creator marketplace executive and General Partner at Contrary, synthesizes lessons from previous firms like TCV and Index to advocate for a venture model driven by active founder support and rigorous market analysis. He predicts a consolidation of the private equity landscape where only firms with distinct identities and partner-led approaches will survive, warning that oversized capital without operational discipline risks obscuring fundamental business flaws. His strategy focuses on de-risking early-stage entrepreneurship by shifting capital allocation toward family offices and redefining success through sustainable compound growth rather than explosive, speculative outliers.
- Dwarkesh Patel2h 6m
Bryan Caplan - Feminists, Billionaires, and Demagogues
Brian Kaplan challenges conventional definitions of feminism by arguing that Western society has overcorrected on fairness, creating a dynamic that has paradoxically lowered women's happiness while ignoring severe gender disparities in developing nations. He further defends economic meritocracy and open borders as vital for global prosperity, criticizing current credential inflation in education and advocating for tournament-based incentives to drive entrepreneurship. Drawing on his analysis of historical transitions and political stability, Kaplan concludes that effective governance requires prioritizing logical outcomes over conventional morality while suppressing atavistic desires for violence.
- The Diary Of A CEO1h 36m
Richard Osman: The Untold Story Of A TV Legend's Addiction!
Osman reflects on how childhood trauma and visual impairment shaped his empathetic writing and unique television presenting style, crediting therapy and his mother's guidance for his transition from food addiction to professional success. He outlines a creative philosophy based on intuitive connection rather than market data, citing the unplanned global success of *The Thursday Murder Club* as proof that authenticity resonates with audiences. Looking toward the future, Osman aims to shift from commentary to active service, advocating for contentment, honest relationship dynamics, and the courage to leave unfulfilling situations.
Fivetran's Lauren Schwartz: Must-Ask Questions to Identify Potential Sales Talent | 20VC #939
Lauren Schwartz, Harry Stebbings
Lauren shares her evolution from selling cookies to leading sales strategies at Google, Stanford, and Fivetran, emphasizing a philosophy of "insatiable curiosity" and co-selling through ecosystem partnerships over traditional cold calling. She outlines a rigorous qualification process that utilizes backward timelines to establish urgency and advises early-stage startups to hire versatile "Renaissance" sellers who can generate market feedback while leadership maintains transparency on losses and wins. Furthermore, she advocates for sales compensation tied to customer adoption and for Account Executives to act as franchise CEOs throughout the entire customer lifecycle to ensure long-term value realization.
- Milken Institute7 min
Emily Kramer Golinkoff | LeadersLink
Emily's Entourage, led by co-founder Emily Kramer-Golinkoff, accelerates drug development for the 10% of Cystic Fibrosis patients with nonsense mutations by raising over $47 million and spinning out a gene therapy company. In her LeadershipLink program, Kramer-Golinkoff implemented a revenue-sharing model for academic grants and hired Dr. Chandra Gose as Chief Scientific Officer to establish strategic investment criteria and a scientific roadmap. Despite challenges in contract negotiations and recruiting a dual-expertise executive, these initiatives have strengthened the organization's capacity to fund research and expedite patient trial recruitment.
- Milken Institute6 min
Katrin Ericson | LeadersLink
Rungstone Research Program Executive Director Katrine Erickson joined the Faster Cures Leaders Link initiative to develop a venture philanthropy roadmap for its mission to prevent leukemia in Runx1 familial platelet disorder patients. To address the scarcity of successful models and gather strategic insights, Erickson launched the *Cures Playbook* podcast, engaging biotech executives and academics to define the viability of funding high-risk therapies. Key findings from this expert network identified that successful venture philanthropy requires deep disease mechanism knowledge, a minimum capital threshold of one million dollars, and a robust community of patient advocates and scientific leaders.
- Goldman Sachs25 min
China’s Congress: an inflection point?
Susan Shirk, David Li, Hui Shan, Allison Nathan
The 20th National Party Congress of the Chinese Communist Party is expected to solidify President Xi Jinping's third term as General Secretary, shifting China away from collective leadership toward a personalized concentration of authority. Expert analysis regarding the event's economic and geopolitical outcomes presents a divergence: while Goldman Sachs predicts the continuation of strict pandemic controls and structural policies that suppress long-term growth, Tsinghua Professor David Lee anticipates a necessary reprioritization of economic growth to ensure social stability. Concurrently, analysts warn that although Xi may harbor ambitions to resolve the Taiwan issue, the catastrophic risk to his leadership and the cautionary context of the Ukraine war currently act as significant deterrents to military action.
Dropbox CEO Drew Houston: How to Pick a Co-Founder; Steve Jobs' Attempt to Buy Dropbox | 20VC #938
Drew Houston, Steve Jobs, Harry Stebbings, Pejman Nozad, Andy Grove, Paul Graham
Dropbox founder Drew Houston and co-founder Arash Ferdowsi established a cloud storage solution after a 2007 Y Combinator interview that catalyzed their partnership and subsequent rapid scaling despite early rejections and hardware theft. To navigate existential threats from major tech competitors like Google and Microsoft, Houston executed a strategic pivot by consolidating the company's focus on core productivity tools while prioritizing high-caliber talent density and investor guidance from Sequoia Capital. This leadership evolution culminated in a decision to reject a 2009 acquisition by Steve Jobs, allowing Houston to steer the organization from a simple file-syncing utility into an AI-driven platform for managing entire digital workflows.
- Lex Fridman2h 49m
Hikaru Nakamura: Chess, Magnus, Kasparov, and the Psychology of Greatness | Lex Fridman Podcast #330
Hikaru Nakamura, Magnus, Kasparov, Lex Fridman
In a 2010 private Blitz match, Magnus Carlsen defeated Hikaru Nakamura 24.5–15.5, exploiting specific opening and endgame weaknesses that Nakamura initially misjudged as a major competitive error. This encounter catalyzed a psychological barrier for Nakamura regarding Carlsen's perceived superhuman capabilities, a hurdle he eventually overcame by increasing the frequency of their direct confrontations and adopting a resilient mindset focused on continuous iteration. Nakamura also contextualized these experiences within broader chess history, including the impact of the Berlin Defense and modern security concerns regarding the Hans Niemann cheating controversy, while emphasizing his transition from a risk-averse player to a strategic entrepreneur in the streaming domain.
- Goldman Sachs21 min
Scott Kapnick, Founder & CEO of HPS Investment Partners, LLC
Goldman Sachs veteran Scott Kaepernick discusses the convergence of geopolitical realignment and private credit expansion, identifying Europe's energy transition as a primary driver for capital deployment into supply chain resiliency. At HPS, the firm leverages this environment to execute billion-dollar transactions in the non-sponsor market, positioning itself to fill the vacuum left by post-2008 banking regulations while maintaining strict downside protection against recessionary risks. Beyond market strategy, Kaepernick outlines HPS's institutional culture, which prioritizes the Stockdale Paradox in leadership, substantial diversity initiatives like the Howard University partnership, and long-term mentorship to guide the next generation of financial leaders.
- The Diary Of A CEO1h 53m
World’s No.1 Matchmaker: How To FIND And KEEP Real Love!: Paul Brunson | E187
Renowned matchmaker Paul Brunson, co-host of *Married at First Sight UK*, synthesizes his background in investment banking and personal history with racism to outline a psychological framework for modern relationships. He advocates for strategic dating approaches, such as low-stakes initial meetings and adherence to specific love languages, while analyzing the detrimental impacts of chronic loneliness on high-achieving individuals. Brunson further applies his "weak ties" networking theory and resilience principles to business, urging entrepreneurs to prioritize quality inputs over lagging metrics to achieve sustainable success.