Interview, Explained

In-depth breakdowns of tech interviews — section-by-section analysis with diagrams, quotes, and insights.

~37 min
Equity Podcast·

Clem Delangue on why open source is the check on AI monopoly

Clem Delangue· Co-founder and CEO of Hugging Face

The Hugging Face CEO argues that companies abandon frontier APIs for open and private models once production costs bite, and that keeping AI open is a critical check on a dangerous concentration of power.

Open SourceAI CompanyBusiness StrategyAI Infrastructure
~41 min
No Priors·

Glenn Fogel on why there's no such thing as a moat

Glenn Fogel· CEO of Booking Holdings

The CEO of Booking Holdings — a dot-com survivor who grew Priceline roughly a thousandfold — argues that no moat protects you from AI, so the only defense is relentlessly reinventing what you do for the customer, judged by hard ROI rather than UI novelty.

AgentsBusiness StrategyAI Company
~7 min
Bloomberg Technology·

Rodrigo Liang on why inference broke everything open

Rodrigo Liang· CEO of SambaNova Systems

SambaNova's CEO argues that inference has broken the AI market open, and that a challenger can win it by out-flanking NVIDIA on decode throughput, power per rack, mature-HBM supply, and on-prem enterprise data rather than bidding for the newest memory.

InferenceAI InfrastructureAI CompanyBusiness Strategy
~32 min
Founder Firesides·

Eddie Kim on why agents shouldn't start from a blank canvas

Eddie Kim· Co-founder & Head of Technology at Gusto

Gusto's co-founder built an AI business partner for small businesses by starting from the recurring tasks they already do — not an open-ended prompt — routing exact jobs like payroll to deterministic crons, and shipping the whole thing with five people in ten weeks.

AgentsAI CompanyBusiness Strategy
~59 min
TWIML AI Podcast·

Alex Wiltschko on Smell, AI's Missing Modality

Alex Wiltschko· Founder and CEO of Osmo

Osmo's Alex Wiltschko explains how a graph neural network finally gave computers a map for smell — turning molecular structure into odor, proving it against a human panel, and using the fragrance business to fund a chemical foundation model.

AI CompanyMultimodalTrainingReasoning
~26 min
Equity·

Pim de Witte on Why Games Are Physical AI's Missing Dataset

Pim de Witte· CEO of General Intuition

General Intuition's Pim de Witte argues the next leap in AI isn't more text but world models trained on the one dataset that already encodes space, time, and action: hundreds of millions of hours of gameplay.

MultimodalRoboticsTrainingAI Company
~59 min
Latent Space·

Akshat Bubna on why agent experience is the new developer experience

Akshat Bubna· CTO of Modal

Modal's CTO Akshat Bubna on why the infrastructure that made developers productive is exactly what AI agents need, why a single RL run can fan out to 100,000 sandboxes, and how a capital-light super-cloud with no data centers plans to serve it.

AI InfrastructureAgentsInferenceTraining
~30 min
NVIDIA Fireside Chat·

Gilad Shainer on why the AI factory needs four networks, not one

Gilad Shainer· SVP of Networking at NVIDIA

NVIDIA's networking chief argues an AI factory needs four purpose-built networks — not off-the-shelf Ethernet — to turn a datacenter full of GPUs into a single supercomputer.

AI InfrastructureGPUInferenceTraining
~61 min
The a16z Show·

Seema Amble & Steven Sinofsky on why software isn't losing its head

Seema Amble & Steven Sinofsky· a16z Enterprise Partner & Board Partner

a16z's Seema Amble and Steven Sinofsky argue that 'headless' software doesn't kill the incumbents — because the value was never the UI but the codified business logic, exceptions, and institutional memory underneath, and agents change how you reach that value, not who has to own it.

AgentsBusiness StrategyAI Company
~24 min
Power Players·

Rick Smith on making the bullet obsolete

Rick Smith· Founder & CEO of Axon Enterprise

Axon's founder is re-engineering lethal force out of public safety: close the reliability gap between a Taser and a gun, then hand the trigger to AI-targeted drones that are paid for by business and operated by police.

RoboticsAI CompanyPolicy
~8 min
Bloomberg Tech·

Judson Althoff on Selling Outcomes, Not AI Adoption

Judson Althoff· CEO of Microsoft's commercial business

Microsoft is standing up a 6,000-person, ~$2.5B Frontier Company unit to push enterprise AI past adoption pilots into outcome-tied deployments, staffed with industry veterans and built on a model-diverse platform that spans 11,000 models.

AI CompanyBusiness StrategyAgentsAI Infrastructure
~61 min
No Priors·

Isaiah Taylor on Why Nuclear's Bottleneck Is Speed, Not Design

Isaiah Taylor· Founder and CEO of Valar Atomics

Valar Atomics founder Isaiah Taylor argues nuclear's real bottleneck is speed and scale, not physics — so his company manufactures reactors through hardware iteration, minimizes accident consequences instead of odds, and races to make energy cheap enough to feed AI's exploding demand for power.

AI InfrastructureGPUBusiness Strategy