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This guy literally broke down step-by-step how to create frontier lab quality evals: 2:42 - What an eval actually is 3:29 - Offline evals vs prod 5:23 - Why old evals stopped working 7:10 - How to write one 8:29 - Why 100% means you failed 9:03 - Models...

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Aakash Gupta

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44,671 views • 8 days ago •via X (Twitter)

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Evals are the new PRD. The companies building AI products that actually work are running 12.8 eval experiments per day. Here is the playbook with Ankur Goyal, Founder and CEO of Braintrust ($800M valuation, behind Vercel, Replit, Ramp, Zapier, Notion, Airtable): ⏱ 1:43 Why vibe checks stop scaling ⏱ 6:35 Evals are the new PRD ⏱ 8:45 The Claude Code evals controversy ⏱ 18:48 Building an eval live from zero ⏱ 29:51 Connecting Linear MCP and iterating ⏱ 39:12 Why you need evals that fail ⏱ 43:36 Offline vs online evals ⏱ 47:40 Three mistakes killing eval culture The core framework: every eval is exactly three things. A set of inputs your product needs to handle. A task that takes those inputs and generates outputs. A scoring function that produces a number between 0 and 1. We built one from scratch on camera. Score went from 0 to 0.75 in under 20 minutes.
52:06

Evals are the new PRD. The companies building AI products that actually work are running 12.8 eval experiments per day. Here is the playbook with Ankur Goyal, Founder and CEO of Braintrust ($800M valuation, behind Vercel, Replit, Ramp, Zapier, Notion, Airtable): ⏱ 1:43 Why vibe checks stop scaling ⏱ 6:35 Evals are the new PRD ⏱ 8:45 The Claude Code evals controversy ⏱ 18:48 Building an eval live from zero ⏱ 29:51 Connecting Linear MCP and iterating ⏱ 39:12 Why you need evals that fail ⏱ 43:36 Offline vs online evals ⏱ 47:40 Three mistakes killing eval culture The core framework: every eval is exactly three things. A set of inputs your product needs to handle. A task that takes those inputs and generates outputs. A scoring function that produces a number between 0 and 1. We built one from scratch on camera. Score went from 0 to 0.75 in under 20 minutes.

Aakash Gupta

483,558 views • 4 months ago

She literally broke down how to run evals in Claude Code (built the whole thing live): 01:34 - What people get wrong with evals 04:35 - Why product taste is the alpha now 09:28 - Building a PM agent from one prompt 19:00 - Instrumentation without writing code 22:00 - Watching traces stream in live 28:00 - Getting Claude to write your first eval 33:58 - When vibe evals work and when they don't 48:50 - The self-improving loop (this part is wild) 01:03:00 - Same-day shipping is real 01:06:00 - The context graph unlock
1:19:31

She literally broke down how to run evals in Claude Code (built the whole thing live): 01:34 - What people get wrong with evals 04:35 - Why product taste is the alpha now 09:28 - Building a PM agent from one prompt 19:00 - Instrumentation without writing code 22:00 - Watching traces stream in live 28:00 - Getting Claude to write your first eval 33:58 - When vibe evals work and when they don't 48:50 - The self-improving loop (this part is wild) 01:03:00 - Same-day shipping is real 01:06:00 - The context graph unlock

Aakash Gupta

150,362 views • 2 months ago

So many people talking about AI evals. Hamel Husain and Shreya Shankar show me how to actually build one. Live. Hamel and Shreya teach the world’s most popular course on evals, and have long been at the forefront of this emerging and important new skill for AI product builders. I'm so excited to finally have them on the podcast. Learn: 🔸 WTF are evals 🔸 A step-by-step live walkthrough of how to create an eval 🔸 Why evals have become so important 🔸 The debate between “vibes” and systematic evals 🔸 Code-based evals vs. LLM-as-judge 🔸 Why you only need 4-7 evals (not hundreds) 🔸 Building an LLM judge in Google Sheets 🔸 Why you always want to start with error analysis 🔸 Much more Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Fin — The #1 AI agent for customer service: 🏆 dscout — The UX platform to capture insights at every stage: from ideation to production: 🏆 Mercury — The art of simplified finances:
1:12

So many people talking about AI evals. Hamel Husain and Shreya Shankar show me how to actually build one. Live. Hamel and Shreya teach the world’s most popular course on evals, and have long been at the forefront of this emerging and important new skill for AI product builders. I'm so excited to finally have them on the podcast. Learn: 🔸 WTF are evals 🔸 A step-by-step live walkthrough of how to create an eval 🔸 Why evals have become so important 🔸 The debate between “vibes” and systematic evals 🔸 Code-based evals vs. LLM-as-judge 🔸 Why you only need 4-7 evals (not hundreds) 🔸 Building an LLM judge in Google Sheets 🔸 Why you always want to start with error analysis 🔸 Much more Listen now 👇 • YouTube: • Spotify: • Apple: Thank you to our wonderful sponsors for supporting the podcast: 🏆 Fin — The #1 AI agent for customer service: 🏆 dscout — The UX platform to capture insights at every stage: from ideation to production: 🏆 Mercury — The art of simplified finances:

Lenny Rachitsky

125,296 views • 10 months ago

Anthropic Engineer: "The biggest mistake in AI right now - people are building graphs and loops without self-improving eval agent We made that mistake at Anthropic - It cost us 2 years" here's how he build it, step by step: step 1 → take 50 real user prompts - run your agent - if it passes 80%+, your eval is too easy - sweet spot is 50% step 2 → every failed run is a transcript - feed it to Haiku: "what went wrong?" - your eval set builds itself for free step 3 → score two things: right answer AND right path - right answer, wrong path = breaks next week step 4 → new model drops, run the same eval - his +9% was fake - 6% was the model dodging a bug - the transcript caught it, the dashboard didn't step 5 → plug evals into CI - no green evals = no deploy - this is the loop that fixes itself 99% people never did this - but it pays for itself on day one save this and build it today - full graph engineering guide in the article below ↓
30:42

Anthropic Engineer: "The biggest mistake in AI right now - people are building graphs and loops without self-improving eval agent We made that mistake at Anthropic - It cost us 2 years" here's how he build it, step by step: step 1 → take 50 real user prompts - run your agent - if it passes 80%+, your eval is too easy - sweet spot is 50% step 2 → every failed run is a transcript - feed it to Haiku: "what went wrong?" - your eval set builds itself for free step 3 → score two things: right answer AND right path - right answer, wrong path = breaks next week step 4 → new model drops, run the same eval - his +9% was fake - 6% was the model dodging a bug - the transcript caught it, the dashboard didn't step 5 → plug evals into CI - no green evals = no deploy - this is the loop that fixes itself 99% people never did this - but it pays for itself on day one save this and build it today - full graph engineering guide in the article below ↓

codila

90,800 views • 3 days ago

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives
46:57

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed in agents over the last year 03:57 Why coding agents are ahead 06:26 Do models commoditize the framework layer? 08:27 Harnesses, in plain English 10:11 Why system prompts matter so much 13:11 The upside — and downside — of subagents 15:31 Why a useful agent needs a filesystem 18:13 Additional core primitives of modern agents 19:12 Skills: the new primitive 20:19 What context compaction actually means 23:02 How memory works in agents 25:16 One mega-agent or many specialized agents? 27:46 The future of MCP 29:38 Why agents need sandboxes 32:35 How sandboxes help with security 33:32 How Harrison Chase started LangChain 37:24 LangChain vs LangGraph vs Deep Agents 40:17 Why observability matters more for agents 41:48 Evals, no-code, and continuous improvement 44:41 What LangChain is building next 45:29 Where the real moat in AI lives

Matt Turck

35,253 views • 4 months ago

Terminal-Bench 2.0 went from ~25% → 80% in four months and became the standard eval for frontier CLI agents. Now, TB3 is in the works. I talked to Alex Shaw about what happens when model capabilities climb faster than we can measure them. His answer: the benchmark factory (Harbor Framework)— infrastructure to develop hard, representative evals at the pace that the frontier moves. As Alex put it: "we need a thousand times more benchmarks than we have right now." 00:23 - How quickly models hill-climbed TB2 01:46 - What rapid progress reveals about benchmarks vs. real-world capability 03:28 - What made Terminal-Bench stick 04:58 - Why the terminal is the right abstraction for agentic AI 07:14 - How TB2 maintains task quality at scale 09:23 - Managing benchmark integrity in a benchmaxxing world 10:47 - Harbor: from experiment to benchmark factory 12:19 - What Harbor does that nothing else did 14:37 - The invariants: what won't change as agent evals evolve 16:55 - The benchmark Alex most wants to see built 18:18 - The ideal human-in-the-loop task creation flywheel 20:32 - How to contribute to Terminal-Bench 3.0
22:17

Terminal-Bench 2.0 went from ~25% → 80% in four months and became the standard eval for frontier CLI agents. Now, TB3 is in the works. I talked to Alex Shaw about what happens when model capabilities climb faster than we can measure them. His answer: the benchmark factory (Harbor Framework)— infrastructure to develop hard, representative evals at the pace that the frontier moves. As Alex put it: "we need a thousand times more benchmarks than we have right now." 00:23 - How quickly models hill-climbed TB2 01:46 - What rapid progress reveals about benchmarks vs. real-world capability 03:28 - What made Terminal-Bench stick 04:58 - Why the terminal is the right abstraction for agentic AI 07:14 - How TB2 maintains task quality at scale 09:23 - Managing benchmark integrity in a benchmaxxing world 10:47 - Harbor: from experiment to benchmark factory 12:19 - What Harbor does that nothing else did 14:37 - The invariants: what won't change as agent evals evolve 16:55 - The benchmark Alex most wants to see built 18:18 - The ideal human-in-the-loop task creation flywheel 20:32 - How to contribute to Terminal-Bench 3.0

vincent sunn chen

11,563 views • 4 months ago

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters
1:10:31

tylercowen is bullish on AI education — here's why. 00:00 -- Preview 00:24 -- President Carlos Carvalho's AI-generated intro 03:21 -- Cowen reacts to UATX's campus 04:38 -- The AI revolution is here. Who will lose the most? 06:05 -- AI lawyers 07:17 -- Don't underestimate this 10:41 -- Changes to the "upper upper middle class" 12:38 -- How to be successful 13:43 -- The rise of managerial empires 14:02 -- When will we have the first billion dollar company with one employee? 16:05 -- 10-20 year forecast 16:19 -- Why education is so behind 17:01 -- Should you be bullish on UATX? 18:36 -- Should you still read Homer? 21:50 -- Write to think 25:01 -- Meet more people 25:42 -- How to get hired 26:54 -- Is AI your best mentor? 38:17 -- How to curb cheating 39:02 -- The new life of the mind 42:34 -- Q&A: Will there be more status associated with real education or AI education? 45:50 -- Q&A: Why do tech-savvy students need to practice using AI? 47:56 -- Q&A: Do LLMs atrophy your mind? 49:29 -- Q&A: How do you avoid AI-dependency? 51:05 -- Q&A: Isn't this vision lonely and isolating? 53:06 -- Q&A: Do students need teachers? 55:36 -- Q&A: What are the four most important courses for undergrads? 57:49 -- Q&A: Which AI company will win the AI race in the next five years and why? 59:22 -- Q&A: Can AI teach religion? 01:01:32 -- Q&A: Will AI narrow or widen our world? 01:04:37 -- Q&A: What makes us human? 01:05:42 -- Q&A: What is art? 01:08:33 -- Q&A: It's easy to catch cheaters

University of Austin (UATX)

27,770 views • 6 months ago

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science
49:06

Why AI Can Now Make Discoveries - my conversation with Dan Roberts, Lead of the Foundations of Reinforcement Learning team at OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science

Matt Turck

66,559 views • 2 months ago

This guy literally broke down how to become a $1.4M "builder PM" with n8n, Claude Code, and OpenClaw: 1:53 - What a "builder PM" actually is 6:04 - Your first agent in n8n (live build) 14:18 - Why every agent needs these 4 things 21:35 - The multi-agent eval loop 29:47 - Where n8n dies 33:39 - When to graduate to Claude Code 35:08 - What broke in December 2025 47:17 - The self-improving PRD reviewer 1:02:28 - Mocks and prototypes without designers 1:05:15 - OpenClaw and the new agent OS 1:22:06 - What AI PM interviews look like now
1:36:25

This guy literally broke down how to become a $1.4M "builder PM" with n8n, Claude Code, and OpenClaw: 1:53 - What a "builder PM" actually is 6:04 - Your first agent in n8n (live build) 14:18 - Why every agent needs these 4 things 21:35 - The multi-agent eval loop 29:47 - Where n8n dies 33:39 - When to graduate to Claude Code 35:08 - What broke in December 2025 47:17 - The self-improving PRD reviewer 1:02:28 - Mocks and prototypes without designers 1:05:15 - OpenClaw and the new agent OS 1:22:06 - What AI PM interviews look like now

Aakash Gupta

424,191 views • 3 months ago

how to build, launch and grow your startup: complete basics that every founder learns by accident 00:00 Intro to building 00:14 The build-measure-learn loop 04:12 What makes a good one-liner 05:40 Rewriting bad one-liners 08:43 Billboards: the Monaco trick 10:12 Set a specific 5-week goal 13:43 Goals that never end will break you 15:42 Intro to Content 18:15 Why luck is the real product 25:03 Fix your bio right now 28:24 Cheat sheet for viral launches 30:49 Step 1: Find 10 strangers (not founders) 33:07 Step 2: The "oh, that makes sense" moment 34:26 Step 3: A visually clear use case 42:29 The $100 launch video that hit 4M 46:04 Context in the first 2 seconds 48:15 Writing with an eraser 51:11 Framework 1: Comparison 54:29 Framework 2: Antagonist 56:01 Framework 3: The Gap 59:37 Be the world's leading expert 01:06:42 Steal your customer's FYP 01:11:47 The 25-video spreadsheet 01:19:36 Intro to Growth 01:21:32 The only metric that matters 01:23:20 Why 1M LP hits is bad growth 01:26:53 The #1 rule on user calls 01:27:15 The AI realtor story 01:34:19 Why Reddit beats Twitter 01:40:15 The landing page that turns pink
1:43:51

how to build, launch and grow your startup: complete basics that every founder learns by accident 00:00 Intro to building 00:14 The build-measure-learn loop 04:12 What makes a good one-liner 05:40 Rewriting bad one-liners 08:43 Billboards: the Monaco trick 10:12 Set a specific 5-week goal 13:43 Goals that never end will break you 15:42 Intro to Content 18:15 Why luck is the real product 25:03 Fix your bio right now 28:24 Cheat sheet for viral launches 30:49 Step 1: Find 10 strangers (not founders) 33:07 Step 2: The "oh, that makes sense" moment 34:26 Step 3: A visually clear use case 42:29 The $100 launch video that hit 4M 46:04 Context in the first 2 seconds 48:15 Writing with an eraser 51:11 Framework 1: Comparison 54:29 Framework 2: Antagonist 56:01 Framework 3: The Gap 59:37 Be the world's leading expert 01:06:42 Steal your customer's FYP 01:11:47 The 25-video spreadsheet 01:19:36 Intro to Growth 01:21:32 The only metric that matters 01:23:20 Why 1M LP hits is bad growth 01:26:53 The #1 rule on user calls 01:27:15 The AI realtor story 01:34:19 Why Reddit beats Twitter 01:40:15 The landing page that turns pink

Founders Inc

20,720 views • 3 months ago

I'm often asked for the best public example of AI evals done right for a real, production product. I finally have an answer. Teresa Torres shares how she shipped an AI interview coach, and used evals to rapidly squash bugs and improve the product. Teresa shows how she: 1. did error analysis FIRST to find real issues (instead of using generic metrics) 😍 2. used Jupyter notebooks to analyze errors 3. built custom annotation tools + custom widgets in notebooks 4. built a LLM-judge and assertions to test for specific errors 5. iterated through this feedback loop until it worked. 6. kept things simple the whole time It's also probably the best commercial for Jupyter notebooks you can imagine. 🥰 Chapter summary below. Link to YT in next thread 00:00:00 - Intro 00:01:45 - The Product: Building an AI Interview Coach 00:06:34 - The Problem: How Do I Know if My AI Coach is Any Good? 00:10:15 - Using Airtable for Traces and Annotation 00:12:15 - Discovering Jupyter Notebooks and Designing the First Evals 00:15:15 - Example Evals: LLM-as-Judge vs. Code-Based Assertions 00:21:00 - Learning Python with ChatGPT to Analyze Eval Results 00:31:00 - VS Code, Custom Tools, and an Eval Investigation Notebook 00:39:45 - Building a Custom Annotation Tool with Claude 00:41:00 - From Personal Project to Production App 00:46:02 - How Should PMs and Engineers Collaborate on AI Products? 00:55:45 - Q&A: Capturing Feedback and Annotations from End Users 00:58:11 - Q&A: Is a Technical Background Necessary to Build AI? 01:02:28 - Q&A: What's Next for Teresa? 01:03:13 - Q&A: Unpacking the Micro-Decisions of Building an AI App
1:10:22

I'm often asked for the best public example of AI evals done right for a real, production product. I finally have an answer. Teresa Torres shares how she shipped an AI interview coach, and used evals to rapidly squash bugs and improve the product. Teresa shows how she: 1. did error analysis FIRST to find real issues (instead of using generic metrics) 😍 2. used Jupyter notebooks to analyze errors 3. built custom annotation tools + custom widgets in notebooks 4. built a LLM-judge and assertions to test for specific errors 5. iterated through this feedback loop until it worked. 6. kept things simple the whole time It's also probably the best commercial for Jupyter notebooks you can imagine. 🥰 Chapter summary below. Link to YT in next thread 00:00:00 - Intro 00:01:45 - The Product: Building an AI Interview Coach 00:06:34 - The Problem: How Do I Know if My AI Coach is Any Good? 00:10:15 - Using Airtable for Traces and Annotation 00:12:15 - Discovering Jupyter Notebooks and Designing the First Evals 00:15:15 - Example Evals: LLM-as-Judge vs. Code-Based Assertions 00:21:00 - Learning Python with ChatGPT to Analyze Eval Results 00:31:00 - VS Code, Custom Tools, and an Eval Investigation Notebook 00:39:45 - Building a Custom Annotation Tool with Claude 00:41:00 - From Personal Project to Production App 00:46:02 - How Should PMs and Engineers Collaborate on AI Products? 00:55:45 - Q&A: Capturing Feedback and Annotations from End Users 00:58:11 - Q&A: Is a Technical Background Necessary to Build AI? 01:02:28 - Q&A: What's Next for Teresa? 01:03:13 - Q&A: Unpacking the Micro-Decisions of Building an AI App

Hamel Husain

51,376 views • 11 months ago

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
1:29:06

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

577,829 views • 5 months ago

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed
1:22:57

Inside Nemotron and NVIDIA's AI lab: my conversation with Bryan Catanzaro (Bryan Catanzaro). NVIDIA is a chip company. So why does it put hundreds of researchers on building AI models - and then give them away for free? We go deep into the Nemotron models, what it takes to build a top AI lab, and the future of frontier AI. 01:33 - Is open source AI catching the frontier? 05:29 - Do closed labs blocking distillation slow open source down? 07:42 - Is the US falling behind China? 10:30 - Why companies actually choose open models 12:39 - A "crazy" 2008 bet: machine learning on GPUs 15:33 - Working with Andrew Ng and Dario Amodei at Baidu 17:41 - Coming back to NVIDIA: DLSS and the birth of Megatron 21:55 - The real reason NVIDIA builds its own models 24:28 - Is Moore's Law really dead? 33:37 - The Nemotron family: Nano, Super, Ultra 35:09 - Built for agents: why NVIDIA bets on speed 36:02 - How you train a 550B model in 4 bits 39:25 - Hybrid Mamba-Transformer, explained simply 42:31 - Mixture of experts, and why NVIDIA built NVL72 around it 47:26 - Why a 1-million-token context window matters 49:26 - Multi-token prediction: how the model predicts 5 tokens at once 52:47 - Multi-teacher distillation: teaching one model from many 58:01 - Where reinforcement learning goes next 01:00:16 - Inside NVIDIA's research org: "the mission is the boss" 01:04:03 - How NVIDIA decides who gets the GPUs 01:10:53 - Why NVIDIA still feels entrepreneurial after 33 years 01:12:58 - Why Bryan doesn't believe in the singularity 01:17:50 - The AI backlash 01:19:18 - The controversial case: open AI is safer than closed

Matt Turck

56,728 views • 1 month ago

.Ben Shapiro at UATX with Joe Lonsdale and Niall Ferguson. 00:00 — UATX President Carlos Carvalho 03:16 — Niall Ferguson introduces Ben Shapiro 07:26 — Why UATX is important 08:09 — Why Americans hate each other 10:12 — Emotivism 11:57 — The death of politics 12:30 — Hannibal Lecter skin suits 12:53 — Conspiracy theories 14:11 — Why people don't go to church anymore 15:04 — Vaccines 16:02 — Social engineering & weak professors 17:08 — The last time Harvard meant veritas 17:49 — Epistemic humility 18:30 — Read the Federalist Papers 19:56 — War of all against all 21:03 — Capitalism & soul sickness 22:42 — Tribalism 23:38 — JS Mill and debate culture 26:09 — How to restore our institutions 26:40 — Why UATX matters 27:52 — Joe Lonsdale interviews Ben Shapiro 28:10 — What is a college degree worth? 29:46 — What Jews should learn from Christians and vice versa 32:21 — Candace Owens 34:24 — Audience Q&A: Abraham Lincoln & the Declaration of Independence 36:10 — Q&A: Constitutional boundaries 38:31 — Q&A: Tucker Carlson 42:09 — Q&A: American ingratitude 45:02 — Q&A: How to unite our country 48:24 — Q&A: How to repair our institutions 51:41 — Q&A: The three most important words in the English language 54:25 — Q&A: The future of populism 57:08 — Q&A: Lizard brains 59:43 — Q&A: How Israeli politics work 01:04:03 — Q&A: How to strengthen America 01:07:29 — Q&A: Practical advice for students 01:09:07 — Standing ovation for Ben Shapiro 01:09:36 — President Carlos Carvalho's speech 01:11:08 — How to raise lions Recorded: Sunday, April 26.
1:17:38

.Ben Shapiro at UATX with Joe Lonsdale and Niall Ferguson. 00:00 — UATX President Carlos Carvalho 03:16 — Niall Ferguson introduces Ben Shapiro 07:26 — Why UATX is important 08:09 — Why Americans hate each other 10:12 — Emotivism 11:57 — The death of politics 12:30 — Hannibal Lecter skin suits 12:53 — Conspiracy theories 14:11 — Why people don't go to church anymore 15:04 — Vaccines 16:02 — Social engineering & weak professors 17:08 — The last time Harvard meant veritas 17:49 — Epistemic humility 18:30 — Read the Federalist Papers 19:56 — War of all against all 21:03 — Capitalism & soul sickness 22:42 — Tribalism 23:38 — JS Mill and debate culture 26:09 — How to restore our institutions 26:40 — Why UATX matters 27:52 — Joe Lonsdale interviews Ben Shapiro 28:10 — What is a college degree worth? 29:46 — What Jews should learn from Christians and vice versa 32:21 — Candace Owens 34:24 — Audience Q&A: Abraham Lincoln & the Declaration of Independence 36:10 — Q&A: Constitutional boundaries 38:31 — Q&A: Tucker Carlson 42:09 — Q&A: American ingratitude 45:02 — Q&A: How to unite our country 48:24 — Q&A: How to repair our institutions 51:41 — Q&A: The three most important words in the English language 54:25 — Q&A: The future of populism 57:08 — Q&A: Lizard brains 59:43 — Q&A: How Israeli politics work 01:04:03 — Q&A: How to strengthen America 01:07:29 — Q&A: Practical advice for students 01:09:07 — Standing ovation for Ben Shapiro 01:09:36 — President Carlos Carvalho's speech 01:11:08 — How to raise lions Recorded: Sunday, April 26.

University of Austin (UATX)

36,540 views • 3 months ago

In this episode, OpenAI Chief Research Officer Mark Chen joins allen to flambé shrimp, cook Korean stew, and chat about being at the frontier of AI research: why scaling laws and pre-training still matter, how OpenAI chooses research bets and allocates compute, what it means to develop research taste, why evals are in crisis, how to avoid benchmark-maxing, and what it will take for models to handle long-horizon real-world work, multimodal reasoning, and eventually end-to-end AI research. Timestamps: 0:00 Intro 0:28 The Soup Story 1:52 From Trading to AI Research 3:21 How to Develop Research Taste 5:23 RL, Evals, and Superhuman Benchmarks 8:17 Cooking Begins on the Impulse Stove 8:53 Scaling Laws, Pre-Training, and Reasoning 12:33 OpenAI’s Research Roadmap and Compute Allocation 15:48 What Makes a Great Researcher 19:33 The Evals Crisis and Benchmark-Maxing 24:34 Jagged Intelligence, Context, and Long-Horizon Learning 27:14 Shrimp Flambé and New Research Bets 31:32 Multimodal Models and One Architecture 32:36 Vibe Researching and End-to-End AI Research 34:36 Failed Bets, Postmortems, and OpenAI’s Alpha 37:07 Final Taste Test 37:53 Overrated vs. Underrated AI Research 41:00 Closing
41:16

In this episode, OpenAI Chief Research Officer Mark Chen joins allen to flambé shrimp, cook Korean stew, and chat about being at the frontier of AI research: why scaling laws and pre-training still matter, how OpenAI chooses research bets and allocates compute, what it means to develop research taste, why evals are in crisis, how to avoid benchmark-maxing, and what it will take for models to handle long-horizon real-world work, multimodal reasoning, and eventually end-to-end AI research. Timestamps: 0:00 Intro 0:28 The Soup Story 1:52 From Trading to AI Research 3:21 How to Develop Research Taste 5:23 RL, Evals, and Superhuman Benchmarks 8:17 Cooking Begins on the Impulse Stove 8:53 Scaling Laws, Pre-Training, and Reasoning 12:33 OpenAI’s Research Roadmap and Compute Allocation 15:48 What Makes a Great Researcher 19:33 The Evals Crisis and Benchmark-Maxing 24:34 Jagged Intelligence, Context, and Long-Horizon Learning 27:14 Shrimp Flambé and New Research Bets 31:32 Multimodal Models and One Architecture 32:36 Vibe Researching and End-to-End AI Research 34:36 Failed Bets, Postmortems, and OpenAI’s Alpha 37:07 Final Taste Test 37:53 Overrated vs. Underrated AI Research 41:00 Closing

Latent.Space

62,796 views • 1 month ago

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion
50:55

DROPS E38: Vanta Trading - The Best Traders Won't Be Human Arrash is the founder and CEO of Vanta Trading, a decentralized prop trading platform built on Bittensor. He spent years as a quant trader building his own strategies before deciding the entire funded-account industry needed to be rebuilt from the ground up. We talk about: - Why most "funded accounts" trade on money that doesn't exist - Why your payout was never real - How prop firms intentionally change rules and spreads before you cash out - Why the best traders of the future won't be human And much more… Timestamps: 0:00 Introduction 1:48 Founder of Vanta 3:08 Explaining Vanta to an Uber Driver 3:26 Unfair vs Fair Funding 6:37 How do they make money? 8:33 How a Legit Prop Firm Makes Money 9:43 Founder's Journey Into Entrepreneurship 10:42 Discovering Crypto & Blockchain 13:03 From LinkedIn Engineer to Quant Trader 15:22 Trading Strategies 16:13 How Trading Is Changing? 18:39 Why TradFi Should Fear Hyperliquid 19:16 Building on BitTensor 21:43 Explaining BitTensor Simply 22:03 How BitTensor Creates Value 23:17 BitTensor's Structure 24:36 BitTensor as Crypto AI 25:35 Is the BitTensor Hype Justified? 27:09 Revenue & Profitability in BitTensor 29:17 Role of TAO 29:51 Advantages & Limitations of BitTensor ecosystem 31:56 What Is Vanta? 32:26 Why No One Fixed Prop Trading Before 33:12 Is the Entire Industry a Scam? 34:17 How Prop Firms Really Make Money 35:35 How Vanta Is Different 38:33 Copy Trading Explained 39:30 Vanta's Business Model 40:28 Dark Reality Behind Funded Accounts 43:48 Long-Term Vision for Vanta 44:50 What Happens If Too Many Traders Win? 46:25 Future Belongs to AI Traders 47:59 Vanta's Endgame 49:14 Conclusion

MR SHIFT 🦁

37,896 views • 1 month ago

My first interview with Lulu Cheng Meservey, Founder of Rostra. 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of Auctoritas
1:05:25

My first interview with Lulu Cheng Meservey, Founder of Rostra. 0:07 How to Destroy a Terrorist Group 3:01 What Makes a Great Cult Leader 4:42 Unleashing Palmer Luckey 7:34 Why Elon Is Unpredictable 10:41 Demanding a Hardcore Culture After the X Acquisition 13:41 How Napoleon Rallied Troops to Volunteer for a Suicide Mission 18:24 Choosing Who to Alienate 20:59 Picking Someone to Fight For 22:59 Deterrence and Shaping Incentives 25:19 Why Google Had an Activist Problem 29:12 Tyrant Mode: Stopping a Leaky Culture 32:11 Building Loyalty 35:58 Why Visuals Are So Powerful 37:40 Time to Train AlexNet: Jensen Huang and Inventing Metrics 39:36 Why People Root for You 42:15 Recruit Based on the Spirit Not the Letter 43:20 The Three Levels of Story 51:01 Secret Truths and Trusting Yourself 55:25 Cicero’s Impossible Trial 58:11 Offense vs Defense 1:03:44 The Roman Concept of Auctoritas

Ti Morse

315,536 views • 3 months ago

First interview with Alexis Rivas (Alexis Rivas), founder & CEO of Cover (Cover). Why it takes longer to file permitting paperwork than to actually build a home, custom homes vs traditional housing developers, how Cover will scale to 10k+ homes a year. 0:30 Why there’s housing shortage in the US 5:07 Housing developers vs custom homes 7:21 From starting Cover to building the first home 10:10 Learn by building 13:16 Beginning with ADU’s (Accessory Dwelling Units) 15:48 Focusing on the biggest fire 18:25 Why onsite assembly is the bottleneck 21:15 Why so many housing startups have failed 24:38 Cover’s building process 26:22 Why the permitting process takes longer than the actual home building process 35:47 Building codes: subjective vs objective 41:32 Biggest unexpected problems 49:28 How Cover will scale to 10,000+ homes a year
57:09

First interview with Alexis Rivas (Alexis Rivas), founder & CEO of Cover (Cover). Why it takes longer to file permitting paperwork than to actually build a home, custom homes vs traditional housing developers, how Cover will scale to 10k+ homes a year. 0:30 Why there’s housing shortage in the US 5:07 Housing developers vs custom homes 7:21 From starting Cover to building the first home 10:10 Learn by building 13:16 Beginning with ADU’s (Accessory Dwelling Units) 15:48 Focusing on the biggest fire 18:25 Why onsite assembly is the bottleneck 21:15 Why so many housing startups have failed 24:38 Cover’s building process 26:22 Why the permitting process takes longer than the actual home building process 35:47 Building codes: subjective vs objective 41:32 Biggest unexpected problems 49:28 How Cover will scale to 10,000+ homes a year

Ti Morse

25,523 views • 10 months ago

I don't think most PMs realize the PRD is becoming obsolete. For the last decade, the PM's core artifact was a qualitative spec. Clear requirements, user stories, acceptance criteria. The engineering team interpreted it, built something close, and the PM spent two weeks reconciling what shipped with what they wrote. The best AI companies replaced that entire loop with evals. A set of inputs your product needs to handle. A task that generates outputs. A scoring function that produces a number between 0 and 1. No ambiguity. No interpretation gap. Ankur Goyal built the eval platform behind Vercel, Replit, Ramp, Notion, and Airtable. An $800M company. He walked through building an eval from zero on this episode and the score went from 0 to 0.75 in under 20 minutes. That's a PM shipping a measurable quality bar before a single line of product code exists. Here's the part that changes the PM role permanently. When the product passes the eval and users still hate it, the eval is wrong. That's on the PM. Evals make PM judgment quantifiable in a way PRDs never did. You can't hide behind "the spec was ambiguous." There's a number now. Six months ago, PM interviews asked "how do you use AI in your workflow." The next wave of interviews is going to ask you to write an eval. The PMs who can encode user intent as a scoring function are building the one skill that survives every model change, every framework swap, every agent rewrite. Write the eval.
4:31

I don't think most PMs realize the PRD is becoming obsolete. For the last decade, the PM's core artifact was a qualitative spec. Clear requirements, user stories, acceptance criteria. The engineering team interpreted it, built something close, and the PM spent two weeks reconciling what shipped with what they wrote. The best AI companies replaced that entire loop with evals. A set of inputs your product needs to handle. A task that generates outputs. A scoring function that produces a number between 0 and 1. No ambiguity. No interpretation gap. Ankur Goyal built the eval platform behind Vercel, Replit, Ramp, Notion, and Airtable. An $800M company. He walked through building an eval from zero on this episode and the score went from 0 to 0.75 in under 20 minutes. That's a PM shipping a measurable quality bar before a single line of product code exists. Here's the part that changes the PM role permanently. When the product passes the eval and users still hate it, the eval is wrong. That's on the PM. Evals make PM judgment quantifiable in a way PRDs never did. You can't hide behind "the spec was ambiguous." There's a number now. Six months ago, PM interviews asked "how do you use AI in your workflow." The next wave of interviews is going to ask you to write an eval. The PMs who can encode user intent as a scoring function are building the one skill that survives every model change, every framework swap, every agent rewrite. Write the eval.

Aakash Gupta

78,257 views • 4 months ago

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100
1:04:08

this is a lecture on how to hunt for investors, cofounders & new hires complete breakdown: 00:00 8 billion people don't know you exist 00:24 No one knows you. No one cares. 01:09 Stop being a farmer 01:51 The one thing all great hunters share 02:10 How I got my co-founder in 30 seconds 03:30 You + them = 3 people 05:36 Missionaries vs mercenaries 10:31 Why you have to be generous with equity 12:35 The right vesting schedule 13:17 Always trial before you commit 14:19 The 9-to-5 specialist red flag 15:05 Why logos mean nothing 17:46 Hunt them on GitHub 19:37 Niche Discords and subreddits 20:58 Why paid referrals work 22:10 Hiring friends: the trap 24:39 Why advisors are bullshit 31:29 Should you raise at all? 35:06 Investors only buy growth stories 35:58 Fundraising is running an auction 37:36 The luck factor (and Twitter lies) 39:33 Angels vs VCs 47:21 The hierarchy: inbound > warm > cold 48:00 Never ask a VC for intros if they pass 48:59 The double opt-in rule 52:32 Fundraising is a full-time job 53:33 Why a 4-week VC chat is a "no" 56:22 The leverage trick 01:00:24 Fundraising advisors = scam 01:02:21 The one trait of every great founder 01:03:18 Your homework: a list of 100

Founders Inc

19,492 views • 3 months ago