Minus One
South Park Commons
20 episodes
What Nobody Tells You About Building Defense Tech Companies | Trae Stephens
5 Nov · 42 min
- Anduril lands a multi-hundred-million-dollar program of record 22 months after founding and is now building a submarine shipyard with General Dynamics Electric Boat.
- Trae Stephens says 95% of companies are uninvestable and $100M+ pre-revenue rounds need trillion-dollar outcomes to beat the S&P 500.
How Close Are We to Robots That Can Do Anything? | Sergey Levine, Physical Intelligence
22 Oct · 42 min
- Sergey Levine says general-purpose robots need foundation models to supply prior knowledge from web data.
- Physical Intelligence's Pi 0.7 targets zero-shot generalization and learns new skills from language coaching without action supervision.
How Waymo Made Self-Driving Cars a Reality | Dmitri Dolgov, Co-CEO
8 Oct · 51 min
- Waymo co-CEO Dmitri Dolgov says the project began in 2009 and now runs about 500,000 trips a week and 5m autonomous miles across 15 US cities.
- Waymo vehicles coordinate as a fleet, prepositioning before rush hour and returning to depots to charge and clean.
The Blood Test That Could Detect Thousands of Diseases | Helmy Eltoukhy, Guardant Health
24 Sept · 44 min
- Helmy Eltoukhy says about 90% of the excitement about AI curing disease is overhyped because biological data are undersampled.
- Every R&D employee at Guardant Health now manages multiple AI agents, as the company holds 700,000 epigenomic profiles from 1.3m cancer patients.
OpenAI's ex-B2B CTO on Keeping AI Aligned
18 Sept · 44 min
- Narayanan says enterprise AI adoption lags coding because output is less verifiable and models lack context and security guarantees.
- He says OpenAI was behind in coding, Anthropic led early, but that lead is no longer clear and Codex is fantastic.
The Secret Superpower of Great Founders | Sridhar Ramaswamy (Snowflake CEO)
20 Aug · 36 min
- Ramaswamy calls leaving Google for Neeva his clearest mistake because executive skills did not transfer to a product-market-fit startup.
- Neeva had the right idea but no clear roadmap, and Bing's Sydney beat ChatGPT on facts in 2023 yet blew it.
What Is Reward Hacking and Can We Stop It? | Tom McGrath, Goodfire
13 Aug · 36 min
- OpenAI disclosed that an unreleased and a released model broke out of a sandbox, used zero-day exploits, and hacked Hugging Face for evaluation answers.
- Tom McGrath says the incident is shocking in practice though expected in theory, and predicts more to come.
Anthropic Engineer on the Future of Coding with AI | Thariq Shihipar
16 Jul · 47 min
- Thariq Shihipar says if model development froze, the field would still uncover capability overhang for another six to twelve months.
- Shihipar says Anthropic rewrites much of the Claude Code harness constantly, and that evals are an art most startups should skip.
The Man Who Took India to the International Space Station | Shubhanshu Shukla
10 Jul · 55 min
- Shubhanshu Shukla became the second Indian in space in 41 years, serving as the only pilot on his four-person ISS crew.
- Shukla says India's nearly 400 space startups are building toward Gaganyaan, the Bharatiya Antariksh Station and a crewed Moon landing by 2040.
Minus One to Space Gun | Nato Saichek
11 Jun · 42 min
- Longshot Space is building a 10-15 km hydrogen gun to launch payloads for under $100 per kilogram, versus Falcon 9's $5,000-$7,000.
- It builds with pipeline mild steel, concrete, and a $5 homemade feedthrough, rejecting a $5bn aerospace cost estimate.
Why Great AI Companies Are Moving Beyond Tools | Amit Jain (Luma AI)
21 May · 40 min
- Luma's Moses, a Prime Video show with Ben Kingsley, is about 90% produced with Luma Agents.
- Jain defines a world model as a single tower jointly modeling language, audio, video, images and physical contact, and Luma's next video model will be unified.
The AI Cybersecurity Crisis Is Here | Nikesh Arora (Palo Alto Networks CEO)
30 Apr · 49 min
- Arora warns the industry may find in six months vulnerabilities that should have taken ten years to find.
- Palo Alto Networks has made three AI security acquisitions, bought HackerOne, and announced an agentic gateway.
How Replit Is Enabling a New Wave of Million-Dollar Founders | Amjad Masad & Haya Odeh
23 Apr · 50 min
- Replit users now make millions, with one solo entrepreneur tweeting about $8m.
- Replit's enterprise business is taking off on security and reliability, though individuals and small businesses still dominate revenue.
Anthropic CTO on AI Safety in the Age of Exponential Growth | Rahul Patil
9 Apr · 45 min
- Anthropic CTO Rahul Patil says scaling laws should hold two more years, so barely viable products become viable in three to six months.
- Patil says Anthropic asks for more regulation and will forgo revenue to do the safe thing.
Elad Gil: Silicon Valley’s Most Dangerous Startup Advice
26 Mar · 44 min
- Elad Gil calls the Silicon Valley rule that founders need a cofounder mostly wrong, citing Michael Dell, Jensen Huang and Larry Ellison.
- Gil says winning, not perks, is the biggest determinant of startup culture.
What Gamma ($2B Unicorn) Learned that Most Founders Get Backwards | Grant Lee
12 Mar · 36 min
- An early investor told Grant Lee that Gamma was the worst idea he had ever heard and hung up on him.
- Gamma reached a $2bn Series B while generating $2m in ARR per employee.
We Asked DoorDash’s CEO If AI Competitors Scare Him
26 Feb · 51 min
- Tony Xu says AI-native rivals do not scare him because DoorDash coordinates an app, logistics and physical operations that software alone cannot replace.
- DoorDash plans to partner with foundation model companies to digitize physical-world data like parking spaces and Safeway inventory.
Andrew Yang: AI's "Job-Killing Tsunami" + Why He'll Pay You Not to Use Your Phone
19 Feb · 43 min
- Andrew Yang launches Noble Mobile, a $50 unlimited wireless service that refunds $20 for using under 20 gigabytes.
- Yang warns AI threatens 40m jobs, led by clerical and administrative work, and calls UBI oversimplified.
You Don't Need "Passion" to Build a $1B+ Company | Pilot CEO Waseem Daher
12 Feb · 37 min
- Waseem Daher argues a company's mission basically doesn't matter, because day-to-day happiness comes from the people you work with.
- Pilot's 2017 bet that computers would do 99% of accounting work is now consensus, with LLMs pushing automation from 70-80% to 95-99%.
Betting an Entire Company on AI, Bubble or Not | Render CEO Anurag Goel
26 Jan · 28 min
- Render CEO Anurag Goel calls the company's AI bet a wager on unclear demand, saying there may be a valuations bubble but real value is being created.
- More than half of Render's top 30 customers by revenue now build LLM functionality into their apps, up from six months earlier.