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March 16, 2026 · Podcast · 39min
Twin brothers from India built an AI coding agent that topped SWE-bench, then pivoted to non-technical users. 8 months later: 7 million apps, doubling every 45 days, with 80% of users having zero programming knowledge.
March 16, 2026 · Podcast · 1h 18min
Gokul Rajaram lays out an eight-moat framework for evaluating software durability in the AI era, argues markets are overreacting to the 'SaaS Apocalypse,' and reveals why his biggest miss was dismissing Shopify's TAM.
March 15, 2026 · Podcast · 1h 3min
OpenAI's Nick Turley reveals ChatGPT was meant to shut down after a month, explains why long-term retention beats growth metrics, and maps out the path from chatbot to proactive super assistant.
March 12, 2026 · Podcast · 1h 2min
Opendoor's new CEO Kaz Nejatian reveals how he took over a struggling public company in 16 days, why he asked for a $1 salary with options, and his framework of stewardship over status that drives both his career and personal life.
March 10, 2026 · Podcast · 38min
a16z's 6th edition Top 100 report reveals ChatGPT is 30x bigger than Claude on web, but the three major platforms are specializing into distinct niches as agents, memory, and voice reshape the consumer landscape.