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This week, on Benchmark's new podcast Uncapped 😂, I sat down with Bret Taylor, founder of Sierra and Chairman of OpenAI. He's easily one of the most impressive people I’ve met in tech or in general. We talked about AI and the saaspocalypse, the unique considerations of building an...

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Jack Altman

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417,178 görüntüleme • 7 ay önce •via X (Twitter)

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This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam
49:33

This week's guest on Uncapped is Brad Lightcap, COO at OpenAI. We talked about the history of OpenAI, the shift in AI from chat to agents, where new startups can endure, Codex, FDEs, working with Sam, and more. Hope you enjoy! (0:00) Intro (0:39) The early days of OpenAI (3:47) A research centric culture (7:32) Post-ChatGPT chapters (11:54) Sci-Fi future or good software (15:26) AI’s impact on rural communities (18:57) Codex and coding of the future (24:04) Doing a lot of things at once (27:55) What VCs should invest in (35:43) The software sell off (38:23) Using Codex over ChatGPT (42:32) FDEs and Private Equity (44:53) Working with Sam

Jack Altman

120,785 görüntüleme • 5 ay önce

We asked a dozen DevTool founders from companies like RevenueCat, Greptile, Firecrawl, Infisical, ollama, Resend, Mintlify, Unsloth AI, Porter, and recall.ai, about the state of AI agents and the future of software engineering. In this episode of Founder FAQ, we covered everything from agents as customers and the end of coding, to advice for founders starting out and what they're most excited about going forward. Their answers might surprise you. 00:00 – Meet the Founders 03:00 – Building for Agents First 04:22 – Biggest Early Mistakes 07:15 – Do Founders Still Write Code? 09:22 – Most Unexpected AI Discoveries 12:09 – What's Underrated Right Now 14:38 – Predictions & What's Next
20:29

We asked a dozen DevTool founders from companies like RevenueCat, Greptile, Firecrawl, Infisical, ollama, Resend, Mintlify, Unsloth AI, Porter, and recall.ai, about the state of AI agents and the future of software engineering. In this episode of Founder FAQ, we covered everything from agents as customers and the end of coding, to advice for founders starting out and what they're most excited about going forward. Their answers might surprise you. 00:00 – Meet the Founders 03:00 – Building for Agents First 04:22 – Biggest Early Mistakes 07:15 – Do Founders Still Write Code? 09:22 – Most Unexpected AI Discoveries 12:09 – What's Underrated Right Now 14:38 – Predictions & What's Next

Y Combinator

27,672 görüntüleme • 4 ay önce

For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop
35:28

For this episode of Uncapped I got to sit down with my close friend Max Mullen, cofounder of Instacart 🥕 We talked about the key moments of Instacart...how it got started, critical wins, tough losses, competitive dynamics, earned insights, going public, and Instacart's future. Max is also an awesome startup investor, and we talked about what he looks for in founders, consumer investing, and what he's building with Workshop. He's one of the best people I know, hope you enjoy. (0:00) Intro (0:36) The inception of Instacart (4:55) Finding product market fit (7:20) Landing Trader Joe’s (11:04) Big levers for growth (13:36) Operationally complex businesses (14:55) Amazon’s acquisition of Whole Foods (17:50) COVID and Instacart’s IPO (20:02) Prioritizing profitability (23:21) Avoiding temptations (24:59) The future of Instacart (25:53) Investing in consumer (28:21) Irrationally optimistic founders (29:49) B2B vs consumer founders (30:35) How to work with investors (33:38) Building Workshop

Jack Altman

237,070 görüntüleme • 5 ay önce

This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith
52:24

This week I had Trae Stephens on Uncapped. He's a co-founder of Anduril and partner at Founders Fund, and he's an amazing person. Hope you enjoy. (0:00) Intro (0:35) Choosing good quests in the AI era (7:35) Ethics behind solving certain problems (11:29) Working with regulators (16:54) What's next at Anduril (18:32) Anduril, SpaceX, and Tesla at scale (22:30) The future of warfare (24:48) Balancing Anduril and Founders Fund (29:07) A firm that rewards going deep (31:21) How Founders Fund works (37:30) King-making in venture (40:26) Concentrating in winners (43:55) Where there’s alpha in the market (47:22) Revival in faith

Jack Altman

306,175 görüntüleme • 9 ay önce

New episode of Uncapped with Max Junestrand from Legora and my partner Chetan Puttagunta. Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company." He's one of my favorite founders, hope you enjoy. (0:00) Intro (0:31) Legora's origin story (9:05) Building an AI-native company (18:16) No sacred cows, the models will be amazing (27:36) Winning pilots and global expansion (36:43) Starting in Europe (47:15) Stockholm culture and "blodsmak"
49:58

New episode of Uncapped with Max Junestrand from Legora and my partner Chetan Puttagunta. Every time I'm with Max I come away thinking "this is what it takes to build an AI native software company." He's one of my favorite founders, hope you enjoy. (0:00) Intro (0:31) Legora's origin story (9:05) Building an AI-native company (18:16) No sacred cows, the models will be amazing (27:36) Winning pilots and global expansion (36:43) Starting in Europe (47:15) Stockholm culture and "blodsmak"

Jack Altman

89,311 görüntüleme • 6 ay önce

OpenAI DevDay Talk: Building AI for the Enterprise with Decagon and Clay I sat down with the founders of Decagon and Clay at OpenAI DevDay to chat about what it actually takes to build and sell AI to the enterprise. We discuss how to make product decisions against a rapidly evolving model landscape, ensure AI pilots are successful, break out in seemingly crowded markets, and more. 00:00 Intro 01:54 Decagon and Clay's founding stories 05:12 Building against an evolving model landscape 08:36 AI experimentation vs risk management 11:25 Ensuring AI pilots are successful 14:52 Breaking out in noisy markets 19:11 Going deep in verticals vs going broad 21:13 Where to invest time + money 23:17 Top advice for founders Decagon Clay Jesse Zhang Varun Anand OpenAI OpenAIDevs
24:59

OpenAI DevDay Talk: Building AI for the Enterprise with Decagon and Clay I sat down with the founders of Decagon and Clay at OpenAI DevDay to chat about what it actually takes to build and sell AI to the enterprise. We discuss how to make product decisions against a rapidly evolving model landscape, ensure AI pilots are successful, break out in seemingly crowded markets, and more. 00:00 Intro 01:54 Decagon and Clay's founding stories 05:12 Building against an evolving model landscape 08:36 AI experimentation vs risk management 11:25 Ensuring AI pilots are successful 14:52 Breaking out in noisy markets 19:11 Going deep in verticals vs going broad 21:13 Where to invest time + money 23:17 Top advice for founders Decagon Clay Jesse Zhang Varun Anand OpenAI OpenAIDevs

Kimberly Tan

13,901 görüntüleme • 11 ay önce

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*
36:59

My guests on Uncapped this week are Kevin Hartz and Bennett Siegel, co-founders of the early stage VC firm A*. They've backed companies like Notion, Mercor, Ramp, Decagon, Similie, and many more. They also announced a new $450m fund today. We discussed the state of venture capital firms in the current AI cycle, what it means for seed specialists, trends with great founders, and what they're seeing in AI. Timestamps: (0:00) Intro (0:25) The A* Capital story (1:16) Why big funds went into seed (7:50) The mother of all bubbles (10:46) Why founders are getting younger (13:00) Mapping talent, not markets (16:31) The rise of AI researcher founders (19:16) Why seed investing is so hard (22:54) Concentration and venture returns (27:34) The AI rollup craze (31:15) AI vs traditional software (33:15) Robotics and the future of AI (35:39) What’s next for A*

Jack Altman

57,856 görüntüleme • 4 ay önce

I sat down with Sam Blond, founder of Monaco, to talk about to talk about the future of sales and GTM in the AI era. He's an incredible GTM leader and founder and I get new ideas every time I talk to him. Hope you enjoy. Timestamps: (0:00) Intro (1:26) Sam's sales journey (3:11) EchoSign learnings (5:28) Building Zenefits GTM (7:02) Parker's 0 to $10M thought exercise (9:51) Creating a demand-rich environment (14:20) People, brand, and revenue ops (21:19) Why Sam went to Founders Fund (28:00) Starting Monaco (29:40) Salesforce’s innovator's dilemma (31:40) Going straight for the system of record (34:30) Disrupting labor (41:10) Pricing in an AI-native environment (44:28) The Monaco GTM playbook (50:06) The $60,000 plane experiment (54:21) Creative campaigns vs. paid advertising (1:00:06) Monaco’s product approach (1:03:13) Advice for founders just starting to sell (1:07:58) Abundant pipeline and the right to say no
1:09:44

I sat down with Sam Blond, founder of Monaco, to talk about to talk about the future of sales and GTM in the AI era. He's an incredible GTM leader and founder and I get new ideas every time I talk to him. Hope you enjoy. Timestamps: (0:00) Intro (1:26) Sam's sales journey (3:11) EchoSign learnings (5:28) Building Zenefits GTM (7:02) Parker's 0 to $10M thought exercise (9:51) Creating a demand-rich environment (14:20) People, brand, and revenue ops (21:19) Why Sam went to Founders Fund (28:00) Starting Monaco (29:40) Salesforce’s innovator's dilemma (31:40) Going straight for the system of record (34:30) Disrupting labor (41:10) Pricing in an AI-native environment (44:28) The Monaco GTM playbook (50:06) The $60,000 plane experiment (54:21) Creative campaigns vs. paid advertising (1:00:06) Monaco’s product approach (1:03:13) Advice for founders just starting to sell (1:07:58) Abundant pipeline and the right to say no

Jack Altman

642,202 görüntüleme • 2 ay önce

New episode of Uncapped with Trae Stephens and delian from Founders Fund, and my partner Everett Randle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question
1:11:56

New episode of Uncapped with Trae Stephens and delian from Founders Fund, and my partner Everett Randle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question

Jack Altman

278,290 görüntüleme • 2 ay önce

FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads
36:41

FULL INTERVIEW: Sam Altman joins TBPN to discuss GPT-5.3-Codex, AI agents, Anthropic's Super Bowl ads, and more. 00:00 GPT-5.3-Codex 02:27 AI agents and the future of work 03:20 The role of forward-deployed engineers in AI 05:42 AI benchmarks 07:29 Emotional attachment to chatbots 10:40 On data and compute being the 'new oil' 12:56 Is software dead? 17:48 Codex Desktop and the rise of the general-purpose work agent 25:00 OpenAI’s last Super Bowl ad and the Anthropic ads

TBPN

639,180 görüntüleme • 7 ay önce

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era
1:26:38

While active at Benchmark, Bill Gurley would give an annual “state of the markets” presentation to his investors. This conversation renews that format, with Bill exploring what he sees as both worrying and exciting about the investing landscape, with a special focus on private assets. Timestamps 0:00 Intro 0:23 State of the Union: VC Edition 2:58 The Rise of Mega VC Funds 4:38 Zombie Unicorns 12:29 The IPO and M&A Market Stalemate 19:08 The AI Wave and Its Impact 21:03 Private Markets and LP Liquidity Issues 24:57 The Future of Capital Markets 32:49 Advice for Founders in a Changing Landscape 34:27 The High-Stakes Game of Capital Battles 37:57 Challenges & Opportunities in AI Revenue Models 39:37 The Role of Founders in the AI Revolution 41:44 The Impact of Time and Liquidity on Venture Capital 45:35 Navigating the Future of Venture Capital 53:45 International Dynamics in the AI Race 1:08:58 Advice for Founders in the AI Era

Patrick OShaughnessy

389,156 görüntüleme • 1 yıl önce

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics
41:00

I had one of the legends of angel and seed investing on Uncapped, Ron Conway. He's the founder of SV Angel been an early backer of companies like Google, Facebook, Airbnb, and many more. We talked about the evolution of tech, being an actively involved investor, the power of being a relationship broker, fighting hard for founders, and some of his stronger feeling in politics. It was a pleasure to sit down with him. (Also fun to record a podcast episode at a live event, thank you TrueBridge) (0:00) Intro (1:50) From semiconductors to AI (8:39) Two investments that changed everything (11:46) Non-passive angel investing (14:57) Becoming a relationship broker (18:00) Building authentic relationships (24:48) Going deep with OpenAI and Airbnb (29:19) Fighting for founders (31:39) Remarkable returns at seed (33:20) The state wealth tax (37:17) Tech and politics

Jack Altman

162,501 görüntüleme • 5 ay önce

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI
1:21:13

BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI

Bg2 Pod

487,379 görüntüleme • 1 yıl önce

New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in
47:27

New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in

Jack Altman

13,705 görüntüleme • 1 ay önce

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens
41:29

We're entering a new era of software where a single person, working with AI agents, can build products that previously required entire teams. In this episode of the Lightcone Podcast, they break down the rise of AI coding agents, "tokenmaxxing", and the emerging workflows behind tools like Claude Code and OpenClaw. They discuss why AI systems today feel less like productivity tools and more like collaborators, why the future of AI should be personal and user-controlled, and how founders are starting to build software in completely new ways. 00:00 — Will you control your AI? 00:47 — Coding again after 13 years 01:56 — Rebuilding a startup with Claude Code 05:50 — Software that thinks like a journalist 07:09 — The rise of “tokenmaxxing” 10:07 — The accidental creation of GStack 14:21 — The workflow behind 400x output 20:59 — Thin Harness, Fat Skills 24:35 — AI agents are like Ferraris 27:12 — The future of personal AI 38:37 — Buying back time with tokens

Y Combinator

67,145 görüntüleme • 4 ay önce

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency
39:32

In this episode of the Lightcone Podcast, we sat down with Mukund Jha and Madhav Jha, the founders of Emergent - an AI platform that lets anyone build and ship production-ready software. In just eight months, users have created more than 7 million apps on Emergent, with the number doubling in just the last 45 days. We discuss how they built one of the most powerful AI coding agents, why they focused on non-technical users and what it's like building for a global audience from India. 00:00 - Intro 01:06 - What Is Emergent? 01:18 - Founder Backstory 02:09 - From AI Testing to General Coding Agents 02:52 - Getting Ahead of the Market 04:18 - The Pivot to Non-Technical Users 05:22 - Why Second Movers Can Win in AI 09:04 - Building for Production, Not Just Prototypes 18:21 - Live Demo: Building Apps with Emergent 24:40 - How Emergent Hires and Runs a Lean Team 29:04 - Is SaaS Dead? The Rise of Personalized Software 34:04 - The Future: Niche Apps, Solo Builders and AI Agency

Y Combinator

107,806 görüntüleme • 6 ay önce

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness
43:09

Uncapped with Joe Lonsdale, one of the most prolific builders and investors in tech. Timestamps: (0:00) Intro (0:32) Why Joe keeps building (3:53) Consensus and right (5:39) What Palantir got right (6:53) Pulling forward innovation (9:32) AI vs social media (12:23) Making AI work for America (18:03) Department of War (21:16) Betting on defense (26:51) Robotics, bio, and energy (32:16) Investing in the AI era (35:38) Peptides opportunity (38:35) Texas vs California (40:12) Political correctness

Jack Altman

79,511 görüntüleme • 3 ay önce