Latest Interviews
Showing 16–30 of 109 transcripts.
Clear all filtersInside Harvey AI: CEO Winston Weinberg on How a 4-Year-Old Company Is Taking on the Foundation Labs
Winston Weinberg, Molly O'Shea
Harvey AI has scaled to nearly $300 million in ARR and over 2,000 enterprise clients by migrating to cloud agents and deploying specialized legal models that outperform general frontier AI. CEO Sam Saltman drives a culture of rapid reinvention and meritocracy, where over 200 legal professionals transition into product and engineering roles to build vertical-specific solutions for high-growth sectors like finance and pharmaceuticals. The company differentiates itself from traditional legal tech and generic AI labs by prioritizing granular ROI proof per token and rejecting legacy technology acquisitions in favor of acquiring high-performing teams to fuel its current 12-to-13 trillion token monthly usage projections.
$40B Fund, 1 Creator: Why Lightspeed Hired Zauey Talks
Zauey, Claire Zau, Josh Machiz, Molly O'Shea
Lightspeed partner Josh formalized a unique arrangement with investor Claire Zhao, allowing her to join the firm while retaining editorial control of her media brand, Zowie Talks, which now reaches over 350,000 followers. Leveraging this platform, Zhao co-hosts the new "Lightwork" initiative to bridge the gap between complex venture insights and mainstream audiences, specifically translating deep tech and AI trends into accessible narratives. This strategy supports Lightspeed's broader goal of building a robust top-of-funnel ecosystem for AI-native services, agent infrastructure, and deep tech investments like Sycamore Labs and Anthropic.
Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"
Brian Singerman, Molly O'Shea, Elon, Peter Thiel, Cyan Banister, Palmer Luckey, Alex Karp, Max Levchin, Trae Stephens, Scott Nolan
Brian Zingerman outlines a venture capital philosophy that prioritizes founder strength over financial metrics, citing concentrated bets on entities like SpaceX and Palantir as essential for generating outsized returns. Currently pivoting to invest exclusively in authentic general partners, he leverages his background as a competitive strategy gamer to identify leaders capable of outmaneuvering established norms. Looking forward, Zingerman plans to apply this same discernment to launching a non-traditional music label while navigating geopolitical shifts by relocating his focus to Hawaii.
Tom Mueller: SpaceX's #1 Employee Built the Merlin Engine. Now He's Building Impulse Space
Former SpaceX founding employee Tom Mueller founded Impulse Space to revolutionize intra-orbital transport with its fleet of advanced spacecraft, including the orbital transfer vehicle Mira and the heavy-lift Helios. The company leverages proprietary Nova Light alloy and additive manufacturing to produce the Deneb hydrocarbon engine and lightweight composite tanks, achieving performance metrics that could significantly boost payload delivery to the Moon and Mars. Currently advancing lunar infrastructure efforts through successful rendezvous tests and an active lander contract bid, Impulse Space combines in-house manufacturing with AI-driven design to support a future lunar economy.
Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo
Impulse Space has secured a $500 million Series D investment led by 137 Ventures and Banner VC to expand its workforce and manufacturing capacity for the Helios commercial upper stage and the Mira defense vehicle. The company is pivoting its Mira product from a commercial orbital tug to a rapid-repositioning asset for the U.S. Space Force, addressing national security needs by countering adversary satellite constellations in geostationary orbit. With funding allocated to support a production rate of one Mira unit per month and initiate Helios missions next year, Impulse aims to deliver direct-to-GEO transfers that significantly reduce operational costs while leveraging a vertical integration strategy learned from SpaceX.
"We Don't Trust Agents" - What This CTO Knows That You Don't
Shensi Ding, Gil Feig, Molly O’Shea
Merge leverages a three-product suite to power core search and AI connectivity for major enterprise clients like OpenAI and Netflix, maintaining high-reliability SLAs while pivoting its business model toward AI-driven infrastructure. The company aggressively internalizes AI adoption across all departments to accelerate development and defend against sophisticated, automated security threats that plague the industry. Looking ahead, Merge aims to capitalize on the enterprise shift toward headless, agent-managed operations by prioritizing cash efficiency and production-grade governance over speculative valuation multiples.
CIO of Marc & Ben's Multi-Family Office: SpaceX IPO, Anthropic & OpenAI
Michel Del Buono, Molly O'Shea
This comprehensive discussion explores wealth optimization strategies for founders and high-net-worth individuals, covering critical topics such as Trust, Estate, and Tax Planning, Secondary Market dynamics, and Portfolio Construction. Key figures and experts address the risks of isolated trust structures, the complexities of SPV secondary deals, and the tax efficiencies of real assets like data centers and qualified small business stock. The dialogue concludes by emphasizing a multidisciplinary approach that aligns investment diversification with global mobility choices and specific family values to maximize legacy and minimize unnecessary tax liabilities.
How He Turned a Blood Test Startup Into $7B OS for Healthcare
Commure has secured $70 million in a new funding round led by General Catalyst, bringing its total valuation to $7 billion and cumulative capital to approximately $750 million. The company now supports 200 million annual patient encounters and is deploying this capital to transition its point solutions into a unified AI-powered operating system while accelerating R&D. With a commitment to a public market IPO, Commure aims to eliminate administrative work tax in the healthcare sector, targeting $1 trillion in systemic efficiency gains through its expanding global workforce and enterprise partnerships.
How AWS Sold Cloud to the CIA – Teresa Carlson GCI
Former AWS leader Teresa Carlson, who scaled the government business to $10 billion by establishing the FedRAMP framework and securing the landmark CIA contract, now applies those lessons to accelerate AI adoption through her co-founded General Catalyst Institute. GCI facilitates direct engagement between regulated industry startups and policymakers in Washington to navigate complex government contracting and advocate for unified AI regulatory standards. The institute aims to create an "unfair advantage" for innovators by organizing high-level delegations to the White House and Pentagon, ensuring new technologies are deployed efficiently while maintaining national security and competitive resilience.
Dara Khosrowshahi’s Full Circle Launch: Expedia x Uber
Dara Khosrowshahi, Molly O'Shea, Barry Diller
Uber CEO Dara Khosrowshahi detailed a strategic pivot from deep losses to $10 billion in annual free cash flow, driven by a multi-service ecosystem that integrates Rides, Eats, and an expanded Travel suite. The platform recently launched new features including an Expedia hotel booking partnership, a "Shop For Me" procurement service, and AI-driven development tools designed to accelerate innovation while preparing for a future fleet of autonomous and air taxis. By aggregating third-party mobility providers and emphasizing cross-platform membership loyalty, Uber aims to outperform single-line competitors through increased user retention and global service accessibility.
The $10 Trillion Bet on Humanoid Robots | Figure Founder Brett Adcock
Founded by Archer eVTOL creator Brett Adcock, Figure AI pursues the commercialization of general-purpose humanoid robots capable of operating autonomously for extended shifts across diverse industries. Having raised nearly $2 billion with a $39 billion valuation, the company recently terminated an OpenAI partnership to maintain control over its vertically integrated hardware and AI stack, aiming to triple production by May and deploy thousands of units within the year. Despite facing technical hurdles in scaling reliability, Figure projects a market opportunity worth trillions as it transitions from prototype testing to mass commercial deployment in homes and factories.
300 Pages on Anduril: Inside Modern Warfare
Anduril Industries disrupts the defense sector by replacing the Pentagon's cost-plus acquisition model with fixed-cost contracts and a "build-to-mission" strategy that prioritizes high-volume, low-cost autonomous systems. The company utilizes its proprietary Lattice AI platform to integrate multi-domain assets into a unified network, aiming to counter China's industrial superiority by accelerating the production of drones, torpedoes, and munitions. Founded on the philosophy that credible military capability is essential for conflict deterrence, Anduril has seen its valuation double to roughly $60 billion as global power dynamics shift toward Great Power competition.
Skydio HQ Tour: The $3.5B Bet on American Drone Manufacturing with CEO Adam Bry
An autonomous drone network delivers 24/7 public safety operations by deploying units from charging docks to locate missing persons, track suspects, and inspect infrastructure without human pilots. The system utilizes Beyond Visual Line of Sight waivers and Pathfinder AI to execute complex missions across diverse hardware, ranging from the indoor R10 tactical unit to the high-speed F10 fixed-wing prototype. Through a transparency portal and continuous real-world stress testing, the company has integrated these force-multiplier tools into law enforcement culture while scaling production for imminent general availability.
Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry
Skydio recently closed an $110 million Series F round at a $4.4 billion valuation to scale its U.S.-manufactured autonomous drone fleet, which now secures a $50 million contract with the Army and serves 4,000 government and enterprise clients. The company differentiates itself from Chinese competitors through 100% domestic supply chain security and AI-driven agentic robotics that enable off-grid operations and reduce public safety response times by 70-80%. With plans to triple manufacturing capacity this year, Skydio aims to integrate its systems into 911 responses across the U.S. while expanding into energy utilities and battlefield intelligence.
Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”
Max Levchin, a first-rate technologist and founder of the public lending platform Affirm, outlines a vision to disrupt predatory credit practices by offering transparent, fee-disclosed loans that aim to capture a significant portion of the U.S. e-commerce market. Leveraging his background in computer science and entrepreneurship, Levchin argues that the collapse of software engineering barriers due to LLMs will render hidden fine-print models obsolete while driving a shift toward "agentic commerce" and higher consumer verification. He emphasizes that Affirm's success relies on a high-performance culture aligned with a clear mission, projecting the company will originate nearly $48 billion in loans this year while treating the stock market as a long-term weighing machine rather than a short-term voting mechanism.