Interview, Explained

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

~61 min
Long Strange Trip·

Chase Lochmiller on Why AI Compute Is an Energy Problem

Chase Lochmiller· Co-founder and CEO of Crusoe

Crusoe's Chase Lochmiller argues that AI's real scaling limit is energy, and lays out how the company vertically integrates power, data centers, and cloud into an AI supermajor modeled on oil and gas.

AI InfrastructureGPUTrainingBusiness StrategyAI Company
~31 min
Equity Podcast·

Tomer Schwartz on why the one-bug-a-year era is ending

Tomer Schwartz· CTO of Exposure Management and AppSec at Wiz

AI harnesses now let small teams try thousands of attack ideas at once, which is why a 12-year-old PHP flaw suddenly turned exploitable — and why the industry's one-critical-bug-a-year cadence is giving way to a steady stream that manual patching cannot keep up with.

AgentsAI SafetyOpen SourceAI Infrastructure
~27 min
Big Technology Podcast·

Alex Stamos on why AI-driven attacks are the new normal

Alex Stamos· Chief Information Security Officer

Cognition CISO Alex Stamos on Black October: why a wave of AI-accelerated exploits has collapsed the time between a bug's disclosure and mass exploitation to hours, left ordinary people exposed through reused passwords and over-trusted agents, and pointed to one path through, which is to find the bugs, fix them, and rewrite the unsafe software the internet runs on.

AI SafetyAgentsAI Infrastructure
~41 min
No Priors·

Dane Knecht on AI as both the security apocalypse and the cure

Dane Knecht· CTO

Cloudflare CTO Dane Knecht on why AI has set off a weekly drumbeat of serious vulnerabilities, why the dangerous attacker is now an amateur with an agent rather than a nation-state, and how he is rebuilding both Cloudflare's defenses and its own org around AI.

AI SafetyAgentsAI InfrastructureBusiness Strategy
~61 min
a16z Podcast·

Andy Jassy on why $220B still leaves AI demand on the table

Andy Jassy· President and CEO of Amazon

Amazon's CEO argues AI demand so far outruns supply that even $220 billion in 2026 capex leaves demand on the table — and that meeting it means rebuilding the whole stack, from custom chips that cut the cost of inference to org charts, security, and products reimagined from scratch.

AI CompanyInferenceBusiness StrategyAI Infrastructure
~29 min
Equity·

Eugenia Kuyda on Why AI Agents Should Be Multiplayer

Eugenia Kuyda· Founder & CEO

The founder of Replika says the whole personal-agent race is building the wrong shape, single-player assistants that save you time, when what people actually want is a multiplayer tool that helps them spend time well with the people in their life.

AgentsAI CompanyBusiness Strategy
~45 min
No Priors·

George Kurtz on Fighting AI Attacks With Better AI

George Kurtz· Founder and CEO

CrowdStrike founder George Kurtz explains how AI flattened the attacker pyramid and collapsed breakout time to seconds, and why the only defense is arming defenders with equal-caliber AI trained on data no lab can scrape.

AgentsAI SafetyLLMAI CompanyAI Infrastructure
~40 min
All-In Podcast·

Krishna and Arora on why you defend what you can't stop

Arvind Krishna & Nikesh Arora· CEOs of IBM and Palo Alto Networks

The CEOs of IBM and Palo Alto Networks argue that quantum computers, frontier AI, and automated attackers cannot be slowed down, so the winning move is to make defense cheap, built-in, and vertically owned, starting now.

AI SafetyAI CompanyPolicyBusiness StrategyOpen Source
~45 min
Sequoia Capital·

Josh Gao on the slow creep to general robots

Josh Gao· Founder and CEO

Mecka AI's Josh Gao explains why robots have no internet-scale head start, how his company manufactures the pixels, actions, and force data to close the gap, and why deployment revenue — not one breakthrough — funds the slow climb to general-purpose robots.

RoboticsTrainingMultimodalAI Infrastructure
~37 min
Latent Space·

Evan Conrad on why GPU compute needs physical settlement

Evan Conrad· Founder

Evan Conrad explains how SF Compute is turning GPU time into a tradable commodity, and why you have to be able to physically deliver the chips before you can safely build a market on top of them.

GPUInferenceAI InfrastructureBusiness Strategy
~6 min
Bloomberg Tech·

Phillip Buckendorf on AI's third category: orchestration

Phillip Buckendorf· Founder and CEO

ASI's Phillip Buckendorf makes the case that the largest AI opportunity is not generating content or driving cars but orchestrating the critical infrastructure a country runs on — a bet now backed by a $325,000,000 round at a $3,000,000,000 valuation and an $875,000,000 FAA contract.

AI CompanyAI InfrastructureBusiness StrategyPolicy
~55 min
a16z Podcast·

Karan Singhal on raising health's floor and ceiling

Karan Singhal· Head of Health AI Research at OpenAI

OpenAI's head of health AI, Karan Singhal, lays out a two-part mission — make trustworthy health intelligence abundant for everyone, and push medicine past what's possible today — built on clinician-shaped training that prioritizes safety over the reassuring answer.

LLMAI SafetyAI CompanyBusiness Strategy