Cheeky Pint

What comes after smartphones, with Snap CEO Evan Spiegel

The economics and trends of the restaurant industry, with Tony Xu of DoorDash

The world of voice AI, with Mati Staniszewski of ElevenLabs

The history and future of AI at Google, with Sundar Pichai

Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta

The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo

Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara

Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board

Garrett Langley of Flock Safety on building technology to solve crime

Reiner Pope of MatX on accelerating AI with transformer-optimized chips

Stripe’s 2025 annual letter

Ramp founder Eric Glyman on the many ways AI is changing corporate spending

Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media

Elon Musk on Space GPUs, AI, Optimus, and his manufacturing method

Julia DeWahl of Antares on building nuclear reactors for the US military

Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom

Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma

Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)

Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea

Dan Sundheim of D1 Capital on the art of public market investing

How to build a $16B car company with RJ Scaringe, founder of Rivian

Tobi Lütke is still captivated by internet commerce, 20 years later

Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley

Des Traynor on reinventing Intercom twice and the “four horsemen” of good AI companies

Ambrook CEO Mackenzie Burnett on American agriculture, rural resilience, and carrying 50lbs of fresh pork on Amtrak

Zipline CEO Keller Cliffton on air-dropping blood to Rwandan hospitals and getting to 50,000 aircraft per year

Cognition CEO Scott Wu on acquiring Windsurf, AI replacing engineers, and the Moneyball-ification of everything

Coinbase CEO Brian Armstrong on bitcoin going to $1 million, electing a pro-crypto Congress, and Jamie Dimon

Robinhood CEO Vlad Tenev on tokenizing private companies, changing the SEC, and Frank Slootman

Anthropic CEO Dario Amodei on designing AGI-pilled products, model economics, and 19th-century vitalism

Serial entrepreneur Pieter Levels on building in public and living as a digital nomad

The Bot Company founder and CEO Kyle Vogt on home robots and why he’ll never sell another company

OpenAI cofounder Greg Brockman on the scaling hypothesis and refactoring as a killer AI use case

Meta CFO Susan Li on headcount vs. GPU allocation, “free cash flow” hats, and almost becoming a PM

Cheeky Pint hosted by Stripe cofounder John Collison