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The a16z Show
The a16z Show

HubSpot’s Co-Founder on Finding Your Next Startup Idea

As frontier AI labs expand into applications, where should startups build? a16z Partner Joe Schmidt joins HubSpot co-founder and CTO Dharmesh Shah to explore why the software opportunity is growing, and how founders can stay off the “Yellow Brick Road” the labs are racing down. Drawing on HubSpot’s evolution, Dharmesh explains why founders should start with a narrow market, learn quickly, and solve the whole customer problem. They discuss where application companies can build lasting value as models become infrastructure: workflows, customer context, and the systems where work happens. They also explore HubSpot’s AI experiments, the rise of one-person businesses, and why cheaper software creation could unlock markets that previously couldn’t support a software company.
00:58:57Nov 10, 2026
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The Knowledge Project
The Knowledge Project

How Elon Musk Solves Problems | Jon McNeill

Jon McNeill is the former President of Tesla and the co-founder and CEO of DVx Ventures. Elon Musk believes speed creates a competitive advantage, whether it’s speed of decision, speed of cash, or speed of response. But what does that look like day to day, and how do you build a company around it? Jon spent years inside Elon’s companies, and he explains how they work. We talk about what happens when you skip the chain of command, why bad news can’t wait, and why Elon wanted problems explained in three sentences. We also get into the five-step algorithm Jon uses to simplify problems, why Elon treats a company like a garden full of weeds, and how Tesla grew with zero marketing budget. Enjoy! ----- Chapters: (00:00) Introduction (00:11) How to Impress Elon Musk (03:48) What Happens When You Overstep Elon  (04:41) The Sales Problem that Kept Teslas on the Lot (07:58) Building Tesla's Culture of Speed  (08:55) The Power of Battlefield Promotions  (09:32) Three-Sentence Emails and Fast Bad News  (10:59) Sheryl Sandberg's Weekly Clear-the-Air Meeting  (13:58) Motivating Sellers Without Commissions  (15:54) Elon's Approach to Risk and Capital Allocation  (17:44) Why Tesla Ships Autopilot Updates Weekly  (22:51) A Cheat Sheet for Better Decision-Making  (26:41) Don't Wait for Perfect Information  (28:28) Elon's Ability to Shut Off Failure  (29:55) How Elon Started Every Product Meeting (38:36) The Framework Behind All Great Products (42:30) Why Steve Jobs Blew Off Elon (45:48) Building Tesla with Zero Marketing Budget  (52:00) How a Hot Wheels Car Solved an Engineering Problem (53:19) Neuralink Origin Story  (55:49) The Algorithm: Simplify Before You Automate  (01:06:21) The Reason for Leaving Tesla (01:11:54) The "Fire Yourself" Leadership Exercise  (01:15:47) How to Identify World Class Talent in Interviews  (01:23:49) The Top 3 Business Books  (01:28:01) Scott Cook's Customer Voting Exercise  (01:31:09) Lyft, Uber, and the Price Competition Trap  (01:36:00) DVx Venture’s Five-Point Test For Companies ----- Follow Jon McNeill: ⁠https://x.com/jonmcneill ----- + Members get the longer, extended version of this conversation, with additional content not included in the public release.Learn more: ⁠https://fs.blog/membership/⁠ ------ Thank you to the sponsors for this episode: +Applovin: Launch your first AppLovin campaign and grow your business: ⁠https://applovin.com/shane⁠ +Matic: the robot vacuum that does it all—grab yourself a year of free bags here: ⁠https://maticrobots.com/shaneparrish⁠ +HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at ⁠https://www.heygen.com/tkp⁠ +LMNT: My go-to zero sugar electrolytes — get a free LMNT Sample Pack here: ⁠https://DrinkLMNT.com/TKP⁠ ----- Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it’s completely free. Learn more and sign up at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠fs.blog/newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ------ Follow Shane Parrish: X: ⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/shaneparrish⁠⁠⁠ Insta: ⁠⁠⁠https://www.instagram.com/farnamstreet/⁠⁠⁠ LinkedIn: ⁠⁠⁠https://www.linkedin.com/in/shane-parrish-050a2183/⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices
01:46:30Nov 10, 2026
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TBPN
TBPN

Jensen Huang Admits to Affair With Alleged Chinese Spy | Diet TBPN

Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.

Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg, Sam Altman, Mark Cuban, and Satya Nadella.

TBPN is made possible by:
Ramp - https://ramp.com
Public - https://public.com
Cisco - https://www.cisco.com
Console - https://www.console.com
CrowdStrike - https://www.crowdstrike.com
Figma - https://www.figma.com
MongoDB - https://www.mongodb.com
NYSE - https://www.nyse.com
Railway - https://railway.com
Shopify - https://www.shopify.com/

Follow TBPN: 
https://TBPN.com
https://x.com/tbpn
https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231
https://podcasts.apple.com/us/podcast/technology-brothers/id1772360235
https://www.youtube.com/@TBPNLive

00:33:46Nov 9, 2026
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TBPN
TBPN

Jensen Secures Top Spot on Naughty List, Rockefeller Christmas Tree Delivered, Timeline in Turmoil | Jonathan Neman, Bryce Strauss, Adam Blake, Adarsh Kulkarni, Josh Payne

  • (01:29) - Jensen Secures Top Spot on Naughty List
  • (36:28) - Rockefeller Christmas Tree Delivered
  • (39:05) - 𝕏 Timeline Reactions
  • (49:18) - LAX's Secret Luxury Terminal
  • (01:02:24) - Jonathan Neman discusses Sweetgreen’s new dinner menu, improving business momentum, and the company’s focus on healthier, trend-driven food. The Sweetgreen co-founder and CEO also covers AI-powered ordering, drone delivery, food safety, restaurant expansion, and the challenges of scaling an emerging brand.
  • (01:26:24) - Bryce Strauss, co-founder and CEO of Nominal, discusses the company’s $240 million Series C and rapid growth providing software for engineers who build physical systems. He explains how Nominal brings AI-powered testing, manufacturing, and decision-making tools to aerospace, automotive, energy, and government customers—even in secure, offline, or extreme environments.
  • (01:36:22) - Adam Blake discusses Mavria, the AI infrastructure company he co-founded and leads as CEO. He explains how its modular, factory-built Terrain data centers can rapidly add computing capacity in repeatable five-megawatt blocks and outlines the company’s funding, Houston production plans, and ambition to transform American AI infrastructure.
  • (01:43:17) - Adarsh Kulkarni discusses Foundry Robotics, the autonomous-factory company he co-founded and leads as CEO. He explains its manufacturing-as-a-service model, recent $100 million Series A, and vision for flexible, high-volume robotic assembly that accelerates hardware innovation and industrial abundance.
  • (01:54:14) - Josh Payne discusses his work as founder and CEO of Coframe, an AI company building self-improving websites and agent-friendly digital experiences. He covers Coframe’s $25 million Series A, rapid customer onboarding, major conversion gains, pricing strategy, and vision for an internet increasingly used by personal AI agents.


TBPN is made possible by:

Ramp - https://ramp.com

Public - https://public.com

Cisco - https://www.cisco.com

Console - https://www.console.com

CrowdStrike - https://www.crowdstrike.com

Figma - https://www.figma.com

MongoDB - https://www.mongodb.com

NYSE - https://www.nyse.com

Railway - https://railway.com

Shopify - https://www.shopify.com

Codex - http://openAI.com/codex


Follow TBPN: 

https://TBPN.com

https://x.com/tbpn

https://open.spotify.com/show/2L6WMqY3GUPCGBD0dX6p00?si=674252d53acf4231

https://podcasts.apple.com/us/podcast/tbpn/id1772360235

https://www.youtube.com/@TBPNLive

02:07:35Nov 9, 2026
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The a16z Show
The a16z Show

Inside Salesforce’s $100 Billion M&A Playbook | John Somorjai

What makes a startup worth acquiring when software has never been easier to build? Salesforce’s John Somorjai says the answer goes well beyond technology: the best acquisitions can accelerate a product roadmap, bring in exceptional talent, and put a startup in front of 15,000 Salesforce sales reps almost overnight. John joins a16z General Partner Alex Immerman to unpack the thinking behind nearly $100 billion in acquisitions during his tenure, from Slack and MuleSoft to a new generation of AI-native companies. They discuss Salesforce’s build-versus-buy framework, why outcome-based pricing is replacing seats in parts of enterprise software, and what founders should consider when deciding whether to sell. John also shares what can kill a deal during diligence, why he thinks parts of today’s venture market are overvalued, and how Salesforce Ventures is expanding from enterprise software into frontier AI and robotics.
00:49:00Nov 6, 2026
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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: OpenAI Cuts Valuation to $1.25TRN | Public Market Meltdown: GOOG Loses $500BN in 12 Hours | DoorDash Buys Instacart for $17BN | Kalshi Raises $1BN and Cognition Eyes $80BN Valuation

AGENDA: 

04:00 OpenAI Cuts Valuation to $1.25 Trillion as Fundraise Shrinks
08:00 Google Loses $500 Billion as AI Stocks Sell Off
10:00 Anthropic's Growth Slows as AI Price War Intensifies
27:00 DoorDash Buys Instacart for $17 Billion
33:00 Kalshi Raises $1 Billion at $40 Billion Despite Legal Threats
41:00 Cognition Eyes $80 Billion as Baseten Hits $30 Billion and Serval $3 Billion
51:00 AI Law Firm Crosby Bids for Collapsed Legal Giant Weil
57:00 Physical Intelligence Targets $20 Billion Valuation
01:00:00 Hugging Face Deal Faces Scrutiny as Salesforce Buys Cresta for $2.7 Billion

 

01:09:27Nov 5, 2026
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The Joe Rogan Experience
The Joe Rogan Experience

#2537 - David Sinclair

David Sinclair, AO, PhD, is a longevity scientist, Professor of Genetics at Harvard Medical School, author of the book "Lifespan: Why We Age—and Why We Don't Have To," and host of the "Lifespan" podcast.www.youtube.com/c/davidsinclairpodcast  www.simonandschuster.com/books/Lifespan/David-Sinclair/9781501191978  https://lifespan.com  https://davidasinclair.com Perplexity: Download the app or ask Perplexity anything at https://pplx.ai/rogan. Visit https://superpower.com/rogan for $20 off your membership. This video is sponsored by BetterHelp. Visit https://BetterHelp.com/JRE Learn more about your ad choices. Visit podcastchoices.com/adchoices
02:30:37Aug 7, 2026
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Y Combinator Startup Podcast
Y Combinator Startup Podcast

How To Build The Future: Paul Graham & Amjad Masad

Replit was building toward the AI coding era years before it had a name. In 2024, the company shipped an agent that could take a request in plain English, work through errors, provision its own infrastructure, and keep going until the software actually worked. The model companies even reached out to ask how Replit had pulled it off.Co-founder and CEO Amjad Masad had been thinking about making programming radically more accessible since 2008, and Replit’s original pitch deck predicted AI-generated code before the Transformer paper was published. Today, that same technology is moving into banks, manufacturers, and other large companies, where Amjad says teams are replacing software projects once scoped at $10 million with $250,000 of Replit.On How to Build the Future, Paul Graham sits down with Amjad to talk about why Replit was so well positioned when coding agents arrived, what comes after vibe coding, and his bigger vision for the “self-driving company,” where AI agents increasingly build and operate the software a company needs.

00:44:14Nov 7, 2026
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