Minus One

South Park Commons

A show about the winding journeys the world's most interesting people take to becoming great—and what they do when figuring out a question we all face: What's Next? Because before you launch at Zero, you have to figure out what to launch at Minus One. Hosted by South Park Commons Partner Aditya Agarwal and members of the SPC community.

  1. قبل يوم واحد

    Why Great AI Companies Are Moving Beyond Tools | Amit Jain (Luma AI)

    Amit Jain, cofounder and CEO of Luma AI, joins South Park Commons Partner Finn Meeks to explain why the most defensible AI companies aren't just building tools—they're developing systems that can understand and simulate the world. Amit traces Luma's path from a free 3D capture app designed to gather training data, through an early bet that video generation was finally viable, to the unified model architecture powering Luma Agents today. He explains why most AI products still break at execution, why foundation labs blur the line between product and research, and why they are the blueprint for the companies of the future. Amit Jain: https://www.linkedin.com/in/gravicle/ Finn Meeks: https://www.linkedin.com/in/finn-meeks/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply Chapters: (00:00:00) - Apple's LiDAR work seeded Luma's founding vision (00:05:05) - A free app was secretly a data collection operation (00:06:49) - H100s made video generation stop feeling impossible (00:10:00) - Most definitions of "world model" are simply wrong (00:14:37) - Why unified models beat pure video scaling (00:20:03) - Luma Agents and the end-to-end creative production loop (00:23:00) - The knowledge gap no model can close alone (00:29:34) - Blowing James Cameron's mind in five minutes (00:31:16) - Why consumer video generation failed—and who it's actually for (00:35:23) - Product and research aren't two things at a foundation lab

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  2. ٣٠ أبريل

    The AI Cybersecurity Crisis Is Here | Nikesh Arora (Palo Alto Networks CEO)

    Nikesh Arora, CEO of Palo Alto Networks, joins South Park Commons partner Aditya Agarwal to discuss the cybersecurity crisis currently unfolding—and why AI is both the threat and the only viable solution. Nikesh traces his own unlikely journey from Google's Chief Business Officer to leading one of the world's most critical cybersecurity companies with no prior cybersecurity experience, shares what Masayoshi Son taught him about risk, and explains why most founders are too de-risked before they ever start building. He also breaks down why the same AI models writing code today will soon expose decades of hidden vulnerabilities at a scale no IT team is prepared to handle. Nikesh Arora: https://www.linkedin.com/in/nikesh-arora-02894670/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/appl Chapters:(00:02:41) - Big problems vs. fast wins (00:05:08) - Joining Google (00:08:28) - Larry Page's product obsession (00:10:00) - He read every hiring packet himself (00:13:14) - What Silicon Valley gets wrong about Masa Son (00:15:45) - Successful founders never wish they took less risk (00:17:00) - Joining Palo Alto knowing nothing about cybersecurity (00:19:30) - What incumbents got wrong when ChatGPT launched (00:22:31) - Security was never built into AI (00:25:00) - No enterprise knows what's running inside its stack (00:30:27) - AI finds bad code faster than humans ever could (00:34:27) - The only way to fix the chaos is more AI (00:37:05) - AI won't just automate work—it raises the floor (00:39:43) - Foundation models vs. specialized stacks (00:43:16) - Why communication is 30% of the job at scale (00:45:00) - What makes a great founder

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  3. ٢٣ أبريل

    How Replit Is Enabling a New Wave of Million-Dollar Founders | Amjad Masad & Haya Odeh

    Amjad Masad and Haya Odeh, cofounders of Replit, join South Park Commons Partners Aditya Agarwal and Ruchi Sanghvi to share what it really took to build one of AI’s most important platforms, and how it’s now enabling a new wave of million-dollar founders. Amjad breaks down why traditional ideas like ICP are breaking down in the age of AI, what’s actually changing under the hood of modern models, and why we may be reaching the limits of prompting. Haya shares the origin of “Seek Pain”—Replit’s most counterintuitive cultural principle—and how a relentless focus on what’s not working drives better products, faster learning, and stronger teams. Amjad Masad: https://www.linkedin.com/in/amjadmasad/ Haya Odeh: https://www.linkedin.com/in/haya-odeh-b0725928/ Ruchi Sanghvi: https://www.linkedin.com/in/rsanghvi/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply CHAPTERS: (00:00:00) - Coming to America broke (and building anyway) (00:04:27) - Early Replit proof points kept the mission alive (00:07:02) - Cloud vs. local: why security tips the scales (00:10:09) - Execute daily, predict quarterly (00:11:35) - The 2023 roadmap Replit just finished executing (00:16:01) - Agent 4 and the end of context amnesia (00:22:01) - The death of the ICP (00:24:47) - What actually changed in AI models December 2024 (00:28:52) - "Seek Pain"—Replit's most counterintuitive cultural value (00:34:55) - Why consultants are the most mispriced AI-era hire (00:38:00) - Co-founding with your partner—the honest answer (00:43:25) - Make micro-predictions or get left behind by AI (00:45:19) - Raising kids in a world you can't predict

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  4. ٩ أبريل

    Anthropic CTO on AI Safety in the Age of Exponential Growth | Rahul Patil

    As AI models become more powerful, safety is emerging as one of the defining challenges of our time.  Rahul Patil, CTO at Anthropic, joins SPC Partner Ankit Chowdhary to discuss why they prioritize AI safety above all else, how the company thinks about building reliable and trustworthy AI models, and the tradeoffs between speed, scale, and responsibility in the age of exponential growth. Rahul also shares his journey growing up in Bangalore, how he first fell in love with computer science, and advice for young builders navigating the current tech landscape.  This conversation was recorded on the 17th of February, 2026.  Rahul Patil: https://www.linkedin.com/in/rahul-patil-a0944836/  Ankit Chowdhary: https://www.linkedin.com/in/ankitcc/  South Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/apply CHAPTERS: (00:00:00) - Introduction + Rahul’s Core Philosophy (00:01:18) - Early Life: Falling in Love with Computer Science (00:03:07) - The “Minus One” Mindset: Curiosity Over Competition (00:05:24) - Chasing Exponential Trends and Scaled Impact (00:09:22) - Building for Dependability (Not Just Speed) (00:12:03) - Startup Tradeoffs: Speed vs. Safety (And Why It’s a False Choice) (00:18:17) - Why He Joined Anthropic (AI as the Biggest Shift Yet) (00:29:08) - Scaling Laws, Breakthroughs, and What Builders Should Do Now (00:42:20) - What Keeps Him Up at Night: The Next 100 Years in 5

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  5. ٢٦ مارس

    Elad Gil: Silicon Valley’s Most Dangerous Startup Advice

    Elad Gil, investor and author of High Growth Handbook, sits down with South Park Commons Partner Aditya Agarwal to challenge some of Silicon Valley’s favorite startup myths. He talks about why you might not actually need a cofounder, why data alone isn’t much of a moat, and how the strongest companies build real defensibility while others quietly fall behind. Elad also walks us through his approach to exit hygiene, what the Slack vs. Teams battle says about the power of incumbents, and why some of the worst advice in Silicon Valley isn’t directed at struggling startups but the ones already winning.  Elad Gil: https://x.com/eladgil Aditya Agarwal: https://x.com/adityaag South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply Chapters:(00:01:31) - Approaches to starting a company in the age of AI(00:05:03) - The cofounder fallacy (00:06:22) - Winning is the only startup culture that matters(00:08:00) - Why more markets are open right now than ever before(00:10:14) - The oligopoly market (00:21:13) - Product surface area beats data as a real competitive moat(00:24:12) - The failure mode no one discusses: bad advice for working companies(00:32:11) - How many Jensen Huangs are hiding in plain sight right now?(00:40:08) - Pre-scheduling exit conversations as annual board hygiene(00:43:54) - Why micromanagement is actually underrated

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حول

A show about the winding journeys the world's most interesting people take to becoming great—and what they do when figuring out a question we all face: What's Next? Because before you launch at Zero, you have to figure out what to launch at Minus One. Hosted by South Park Commons Partner Aditya Agarwal and members of the SPC community.

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