Lightcone Podcast

Y Combinator

Techno optimism for technical founders

  1. What Founders Have To Unlearn To Become Great CEOs

    03/12/2025

    What Founders Have To Unlearn To Become Great CEOs

    Spenser Skates has spent more than a decade building Amplitude from a YC startup into a public company, and in that time, he's had to reinvent himself just as much as the product.Joining the Lightcone pod, he talks through the shift from founder to large-company CEO, the skepticism his team initially had toward AI, and the moment they realized the next wave of analytics would require a full reset.He walks through the hard reorganizations, the bottom-up experiments, and the mindset changes that let Amplitude move fast again.

    44 min
  2. AI Is Eating Logistics

    14/11/2025

    AI Is Eating Logistics

    Logistics is a multi-trillion-dollar industry that quietly powers the entire global economy — and it's shockingly manual.Ryan Petersen, founder & CEO of Flexport, joins the Lightcone to break down how AI is finally touching the physical world: making shipping cheaper, speeding up global trade, and automating work that used to live inside emails, spreadsheets, and phone calls.

    34 min
  3. Inside The MIT AI Study Everyone Misunderstood (And What It Means For Startups)

    30/10/2025

    Inside The MIT AI Study Everyone Misunderstood (And What It Means For Startups)

    MIT's new State of AI in Business report went viral for claiming that 95% of enterprise AI projects fail. But the real story isn't that AI doesn't work — it's just big companies can't build it.In this episode of the Lightcone, Garry, Harj, Diana, and Jared break down what the study really says, why in-house enterprise AI efforts keep stalling, and how startups are filling the gap with products that learn, integrate, and actually deliver value.

    22 min
  4. Unpopular Ideas That Became Billion-Dollar Businesses

    17/10/2025

    Unpopular Ideas That Became Billion-Dollar Businesses

    Nine out of ten people might tell you you're crazy. The tenth might see what you see.Garry, Harj, Jared, and Diana talk about contrarian bets — the ideas that look impossible until they work. From Uber and Coinbase to DoorDash and Flock Safety, they share how founders find opportunity where others see dead ends.

    38 min
  5. The 7 Most Powerful Moats For AI Startups

    03/10/2025

    The 7 Most Powerful Moats For AI Startups

    In the early days, the only moat that startups have is speed. Once you make something people want, the question becomes what deeper moats can you build on to defend against the competition?Garry, Harj, Diana, and Jared dive into Hamilton Helmer’s Seven Powers framework to find out how these moats show up in practice today in AI startups.

    45 min
  6. The FDE Playbook for AI Startups with Bob McGrew

    12/09/2025

    The FDE Playbook for AI Startups with Bob McGrew

    Bob McGrew helped build some of the most influential technologies of the past two decades. Bob was an early engineer at PayPal, an early executive at Palantir, and was recently Chief Research Officer at OpenAI - where he led the development of ChatGPT, GPT-4 ,and the o1 reasoning model.During his time at Palantir, he was a pioneer of the Forward Deployed Engineer (FDE) model, a strategy that is at the heart of the AI boom today. On this episode of The Lightcone, he explains how FDEs became central to today's startups, why "doing things that don't scale at scale" works, and where he sees the biggest opportunities for founders working in AI.

    51 min
  7. Anthropic Co-founder: Building Claude Code, Lessons From GPT-3 & LLM System Design

    21/08/2025

    Anthropic Co-founder: Building Claude Code, Lessons From GPT-3 & LLM System Design

    Tom Brown co-founded Anthropic after helping build GPT-3 at OpenAI. A self-taught engineer, he went from getting a B-minus in linear algebra to becoming one of the key people behind AI's scaling breakthroughs. And his work is paying off. Today, Anthropic's Claude is the go-to choice for developers, and his team is overseeing what he calls "humanity's largest infrastructure buildout ever." On this episode of The Lightcone, he discusses his unconventional path from YC founder to AI researcher, the discovery of scaling laws that changed everything, and his advice for young engineers entering AI today.

    36 min
  8. How to Spend Your 20s in the AI Era

    08/07/2025

    How to Spend Your 20s in the AI Era

    AI has upended the once "safe" CS career path. New grads are facing unemployment rates twice those of art history majors, and a CS degree is no longer a surefire ticket to wealth. At the same time, small, focused teams are scaling from zero to eight-figure revenue in months. In a special Lightcone Live at AI Startup School, Garry, Diana, Harj, and Jared discuss why it's now more important than ever to focus on building real skills, domain expertise, and agency rather than just chasing credentials.

    39 min
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Techno optimism for technical founders

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