PodcastsEconomía y empresaLenny's Podcast: Product | Career | Growth

Lenny's Podcast: Product | Career | Growth

Lenny Rachitsky
Lenny's Podcast: Product | Career | Growth
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335 episodios

  • Lenny's Podcast: Product | Career | Growth

    From skeptic to true believer: How OpenClaw changed my life | Claire Vo

    29/03/2026 | 1 h 46 min
    Claire Vo is the host of our sister podcast, “How I AI,” a former product executive and engineer, and founder of an AI startup called ChatPRD. Claire now runs her business, podcast, and family life with the help of nine OpenClaw agents running on multiple Mac Minis and old laptops. In this episode, Claire shares her journey from OpenClaw skeptic (it deleted her family calendar the first time she tried it) to true believer, and gives a masterclass in using AI agents in real life.

    We discuss:
    1. The exact step-by-step process to install and set up OpenClaw (it’s easier than you think)
    2. How to avoid the biggest OpenClaw mistakes (don’t install it on your main computer)
    3. Actual use cases that have changed Claire’s life (e.g. family scheduling, inbound sales, podcast prep, and course management)
    4. Why multiple specialized agents beat one general-purpose agent
    5. The security risks everyone worries about—and how to handle them
    6. Browser limitations, memory issues, and practical workarounds

    Brought to you by:
    Mercury—Radically different banking
    Omni—AI analytics your customers can trust
    Orkes—The enterprise platform for reliable applications and agentic workflows

    Where to find Claire Vo:
    • X: https://x.com/clairevo
    • LinkedIn: https://www.linkedin.com/in/clairevo
    • Podcast: https://www.youtube.com/@howiaipodcast
    • Website: https://clairevo.com
    • ChatPRD: https://www.chatprd.ai

    Where to find Lenny:
    • Newsletter: https://www.lennysnewsletter.com
    • X: https://twitter.com/lennysan
    • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

    In this episode, we cover:
    (00:00) Introduction to Claire and OpenClaw
    (08:00) The journey from OpenClaw skeptic to believer
    (11:50) What OpenClaw actually does that’s useful
    (13:35) OpenClaw vs. other AI agent products
    (17:05) How to actually install OpenClaw: the basics
    (18:49) Setting up like you’d onboard a real assistant
    (20:41) Security and privacy considerations
    (24:53) Live demo: Installing OpenClaw step-by-step
    (28:47) Setting up Q: an agent for her kids’ homework
    (34:08) Understanding “soul,” “identity,” and “memory”
    (40:40) The unlock: multiple agents, not just one
    (45:02) How to run multiple agents on one machine
    (47:28) Jesse Genet’s homeschooling use case
    (49:58) Real examples and use cases
    (56:41) Finn, Claire’s family agent
    (1:00:05) Sage the Course Bot
    (1:02:15) Common issues and workarounds
    (1:08:08) The Exa/Perplexity web search workaround
    (1:09:29) Memory management and context overload
    (1:12:09) Pro tip: Screen sharing to manage Mac Minis
    (1:14:18) Using Google Workspace for agent collaboration
    (1:16:24) What makes OpenClaw special
    (1:20:15) The “yappers API” and ramble mode
    (1:22:04) Using Claude Code as your OpenClaw brain surgeon
    (1:25:16) Bringing management skills to AI agents
    (1:29:32) Why this matters
    (1:32:37) Lightning round and final thoughts

    Referenced:
    • OpenClaw: https://openclaw.ai
    • Claude Cowork: https://claude.com/product/cowork
    • Fry’s Electronics: https://en.wikipedia.org/wiki/Fry%27s_Electronics
    • Peter Steinberger on LinkedIn: https://www.linkedin.com/in/steipete
    • Telegram: https://telegram.org
    • WhatsApp: https://www.whatsapp.com
    • Fin: https://fin.ai
    • Why OpenClaw feels alive even though it’s not (this AI has a heartbeat but not a brain): https://x.com/clairevo/status/2017741569521271175
    • 5 OpenClaw agents run my home, finances, and code | Jesse Genet: https://www.youtube.com/watch?v=96Vl8s3EQhk
    • Executive Playbook for AI in Engineering, Product, and Design: https://maven.com/clairevo/ai-native-epd-org
    • Zach Davis on LinkedIn: https://www.linkedin.com/in/zach-m-davis/
    • ChatGPT Atlas: https://chatgpt.com/atlas
    • Perplexity Comet: https://www.perplexity.ai/comet
    • Browser (OpenClaw-managed): https://docs.openclaw.ai/tools/browser
    • Buffer: https://buffer.com
    • Brave: https://brave.com/search/api/
    • Exa: https://exa.ai
    • Hilary Gridley on X: https://x.com/yourgirlhils
    • How to become a supermanager with AI: https://www.lennysnewsletter.com/p/how-to-become-a-supermanager-with
    • How custom GPTs can make you a better manager | Hilary Gridley (Head of Core Product at Whoop): https://www.youtube.com/watch?v=xDMkkOC-EhI
    • How to debug a team that isn’t working: the Waterline Model: https://www.lennysnewsletter.com/p/how-to-debug-a-team-that-isnt-working
    • Jensen Huang on LinkedIn: https://www.linkedin.com/in/jenhsunhuang
    • How I built a 1M+ subscriber newsletter and top 10 tech podcast | Lenny Rachitsky: https://www.lennysnewsletter.com/p/how-i-built-a-1m-subscriber-newsletter
    • Age of Attraction on Netflix: https://www.netflix.com/title/81779095
    • Oura Ring: https://ouraring.com/
    • Eight Sleep: https://www.eightsleep.com
    • Hoopsalytics: https://hoopsalytics.com
    • DJI Osmo smartphone gimbal: https://www.amazon.com/DJI-Stabilizer-Tracking-Extension-Stabilization/dp/B0FJ2L67HJ?ref_=ast_sto_dp
    • Silent basketball: https://www.amazon.com/Rzkipdy-Silent-Basketball-Size-27-5/dp/B0FHFSQWPP/ref=sr_1_9
    • Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom

    Recommended books:
    • Treasure Island: https://www.amazon.com/Treasure-Island-Robert-Louis-Stevenson/dp/1505297400
    • Alice’s Adventures in Wonderland: https://www.amazon.com/Alices-Adventures-Wonderland-Illustrated-Illustrations/dp/991673268X
    • Charts for Babies: A Picture Book: https://www.amazon.com/Charts-Babies-Picture-Book/dp/1419785184

    Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].

    Lenny may be an investor in the companies discussed.


    To hear more, visit www.lennysnewsletter.com
  • Lenny's Podcast: Product | Career | Growth

    The art of influence: The single most important skill that AI can’t replace | Jessica Fain (Webflow, ex-Slack)

    22/03/2026 | 1 h 33 min
    Jessica Fain is a product leader at Webflow and former Chief of Staff to the CPO at Slack, where she worked alongside April Underwood and many past podcast guests including Stewart Butterfield, Annie Pearl, Tamar Yehoshua, and Noah Weiss. She’s spent her career learning how executives actually make decisions—and why most people completely misunderstand the process.

    We discuss:
    1. Why great ideas often don’t get buy-in
    2. Why executive calendars are “like strobe lights” and why the first 30 seconds of a meeting matter so much
    3. Why executives are usually optimizing for a global maximum while you are often optimizing locally
    4. The best question Jessica uses when a leader says something that seems wrong: “That’s so interesting. What led you to believe that?”
    5. Why you should go in to learn, not to convince
    6. Why showing only one option is a mistake
    7. Why AI will make influence more important, not less

    Brought to you by:
    Omni—AI analytics your customers can trust
    Lovable—Build apps by simply chatting with AI
    Vanta—Automate compliance, manage risk, and accelerate trust with AI

    Episode transcript: https://www.lennysnewsletter.com/p/the-art-of-influence-jessica-fain

    Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

    Where to find Jessica Fain:
    • LinkedIn: https://www.linkedin.com/in/jessica-fain-79b8989

    Where to find Lenny:
    • Newsletter: https://www.lennysnewsletter.com
    • X: https://twitter.com/lennysan
    • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

    In this episode, we cover:
    (00:00) Introduction to Jessica Fain
    (03:53) Why influence is the highest-leverage skill in product
    (04:47) Why great ideas fail without executive buy-in
    (06:00) How executives actually think
    (09:05) The fundamentals: context-setting, communication, and empathy
    (10:22) Stop pitching for approval—start co-creating with execs
    (12:59) Influence vs. politics (and why people get it wrong)
    (15:44) How to disagree with execs without losing trust
    (17:20) Going in to learn, not to convince
    (19:08) How to present ideas
    (26:05) The Minto-style approach and tailoring your communication to each exec
    (28:22) Why Jessica doesn’t like the question “What’s top of mind for you?”
    (30:24) Understanding incentives to unlock buy-in
    (32:10) Aligning product work with company strategy
    (35:10) Quick summary
    (37:31) Disarming the executive
    (40:49) Speed matters: why fast follow-up builds momentum
    (43:32) How to run high-impact meetings (the 60-second rule)
    (47:00) Why influencing execs is part of your job
    (49:15) Asking for more resources and thinking in 10x bets
    (52:23) What to do when your idea gets rejected
    (54:18) Clarifying information
    (56:50) How to build trust and make ideas stick
    (58:30) Shrinking big ideas into experiments
    (01:02:27) Common mistakes people make when influencing leaders
    (01:06:00) How to grow into your next role
    (01:09:32) How AI is changing influence and product work
    (01:17:55) Using AI to simulate exec feedback and improve pitches
    (01:21:15) Protecting our brains from overwhelm
    (01:22:44) Lightning round and final thoughts

    Referenced:
    • Box: https://www.box.com
    • Slack: https://slack.com
    • Brightwheel: https://mybrightwheel.com
    • Webflow: https://webflow.com
    • April Underwood on LinkedIn: https://www.linkedin.com/in/aprilunderwood
    • Lessons in product leadership and AI strategy from Glean, Google, Amazon, and Slack | Tamar Yehoshua (Product at Glean, ex-Google and Slack): https://www.lennysnewsletter.com/p/you-dont-need-to-be-a-well-run-company-to-win-tamar-yehoshua
    • Atlassian: https://www.atlassian.com
    • Behind the scenes of Calendly’s rapid growth | Annie Pearl (CPO): https://www.lennysnewsletter.com/p/behind-the-scenes-of-calendlys-rapid
    • Calendly: https://calendly.com
    • Glassdoor: https://www.glassdoor.co.in/index.htm
    • The 10 traits of great PMs, how AI will impact your product, and Slack’s product development process | Noah Weiss (Slack, Foursquare, Google): https://www.lennysnewsletter.com/p/the-10-traits-of-great-pms-how-ai
    • Ethan Eismann on X: https://x.com/eeismann
    • Slack founder: Mental models for building products people love ft. Stewart Butterfield: https://www.lennysnewsletter.com/p/slack-founder-stewart-butterfield
    • Ilan Frank on LinkedIn: https://www.linkedin.com/in/ilanfrank
    • Checkr: https://checkr.com
    • Ali Rayl on LinkedIn: https://www.linkedin.com/in/alirayl
    • Rachel Wolan on LinkedIn: https://www.linkedin.com/in/rachelwolan
    • How Webflow’s CPO built an AI chief of staff to manage her calendar, prep for meetings, and drive AI adoption | Rachel Wolan: https://www.lennysnewsletter.com/p/how-webflows-cpo-built-an-ai-chief
    • Barbara Minto’s website: https://www.barbaraminto.com
    • How Slack invests in big little details through Customer Love Sprints: https://slack.design/articles/sweating-the-small-stuff
    • Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein
    • The Enneagram Institute: https://www.enneagraminstitute.com/type-descriptions
    • The Pitt on Prime Video: https://www.amazon.com/The-Pitt-Season-1/dp/B0DNRR8QWD
    • Towel warmer: https://www.amazon.com/FLYHIT-Large-Towel-Warmer-Bathroom/dp/B0CB5K34L2
    • Casa: https://getcasa.com
    • Jimi Hendrix: https://en.wikipedia.org/wiki/Jimi_Hendrix
    • Greek Theatre: https://en.wikipedia.org/wiki/Greek_Theatre_(Los_Angeles)

    Recommended books:
    • Pachinko: https://www.amazon.com/Pachinko-National-Book-Award-Finalist/dp/1455563927
    • Homegoing: https://www.amazon.com/Homegoing-Yaa-Gyasi/dp/1101971061
    • A History of Burning: https://www.amazon.com/History-Burning-Janika-Oza/dp/1538724243
    • The Overstory: https://www.amazon.com/Overstory-Novel-Richard-Powers/dp/039335668X

    Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].

    Lenny may be an investor in the companies discussed.


    To hear more, visit www.lennysnewsletter.com
  • Lenny's Podcast: Product | Career | Growth

    The tactical playbook for getting 20-40% more comp (without sounding greedy) | Jacob Warwick (Executive Negotiator)

    15/03/2026 | 1 h 54 min
    Jacob Warwick is an executive negotiation coach who helps senior operators negotiate better salary, equity, titles, and severance packages. He has worked with leaders across tech and Hollywood, was previously a founder and CEO himself, and has helped clients secure millions in additional compensation. His approach focuses on collaboration over confrontation, understanding motivations, and treating job searches like enterprise sales processes.

    We discuss:
    1. Why a simple “What’s the chance there’s a little more here?” often unlocks a 20% bump
    2. Why Jacob sees 40% average movement when negotiations are run well
    3. When negotiation actually starts (hint: it’s much earlier than you think)
    4. Why information + timing create power
    5. The biggest mistakes people make when negotiating
    6. How to navigate the important “What’s your comp expectation?” question without anchoring too low
    7. Why the best interviews feel more like discovery calls than interrogations

    Brought to you by:
    Orkes—The enterprise platform for reliable applications and agentic workflows
    Mercury—Radically different banking
    Omni—AI analytics your customers can trust

    Episode transcript: https://www.lennysnewsletter.com/p/the-tactical-playbook-for-getting-more-comp

    Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

    Where to find Jacob Warwick:
    • Substack: https://www.execsandthecity.com
    • YouTube: https://www.youtube.com/@ExecsandtheCity
    • Website: https://www.thinkwarwick.com
    • Complete Job Search Course: https://www.execsandthecity.com/p/complete-job-search-course

    Where to find Lenny:
    • Newsletter: https://www.lennysnewsletter.com
    • X: https://twitter.com/lennysan
    • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

    In this episode, we cover:
    (00:00) Introduction to Jacob Warwick
    (04:12) How much comp people leave on the table
    (07:52) Why you shouldn’t feel greedy asking for more
    (09:45) What founders should know about negotiation
    (13:03) How Jacob works behind the scenes
    (15:35) The biggest mistakes people make when negotiating
    (19:30) Home-field advantage and controlling the conversation
    (23:02) The step-by-step approach to negotiating an offer
    (30:17) Jacob’s passion and why these tips don’t work on kids
    (32:04) Who should speak first about compensation
    (35:36) Understanding power
    (39:52) Breaking out of salary bands by focusing on pain points
    (45:45) Brief summary
    (47:20) Selling the vacation: How to visualize success
    (50:07) Controlling the narrative and planting seeds
    (59:01) Jacob’s role as hype man
    (01:01:05) Positioning yourself like a product
    (01:02:49) Making the process frictionless for hiring managers
    (01:06:20) Flipping the interview to extract information
    (01:12:17) Five tactical tips for negotiating comp
    (01:21:45) What to do when negotiations fall apart
    (01:25:05) Why negotiation is different for every individual
    (01:28:55) Why outcomes aren’t predetermined
    (01:32:52) Wild Hollywood negotiation stories
    (01:37:35) The first step you should take after getting an offer
    (01:40:30) Jacob’s personal mission
    (01:44:42) Lightning round and final thoughts

    Referenced:
    • The ultimate guide to negotiating your comp: https://www.lennysnewsletter.com/p/the-ultimate-guide-to-negotiating
    • Sam Altman on X: https://x.com/sama
    • Tom Brady on X: https://x.com/TomBrady
    • Career Huddle: Interview & Negotiation Master Class with Jacob Warwick: https://www.youtube.com/watch?v=TgjWTiSj8E8
    • Salesforce: https://www.salesforce.com
    • Julia Roberts: https://en.wikipedia.org/wiki/Julia_Roberts
    • Matt Damon: https://en.wikipedia.org/wiki/Matt_Damon
    • Steven Spielberg: https://en.wikipedia.org/wiki/Steven_Spielberg
    • Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom
    • Chris Voss’s quote: https://www.goodreads.com/quotes/10181396-remember-never-be-so-sure-of-what-you-want-that
    • Chris Voss on X: https://x.com/fbinegotiator
    • Werewolf: https://playwerewolf.co
    • Modes of persuasion: https://en.wikipedia.org/wiki/Modes_of_persuasion
    • How to use tactical empathy: https://www.linkedin.com/posts/christophervoss_tacticalempathy-negotiation-customerexperience-activity-7361004118808670212-oeRy
    • ZOPA, BATNA and Win-Win in Negotiation: https://www.parallelprojecttraining.com/blog/zopa-batna-and-win-win-in-negotiation
    • Marvel: https://www.marvel.com
    • Negotiation Made Simple podcast: https://www.buzzsprout.com/2227030
    • Luca on Disney+: https://www.disneyplus.com/browse/entity-f28b825f-c207-406b-923a-67f85e6d90e0
    • Minuscule: https://www.youtube.com/user/Minuscule
    • Claude Cowork: https://claude.com/product/cowork
    • Macrofactor: https://macrofactor.com
    • Whoop: https://www.whoop.com
    • Gemini: https://gemini.google.com/app
    • The Cody Dieruf Foundation: https://breathinisbelievin.org
    • Cystic Fibrosis Foundation: https://www.cff.org

    Recommended books:
    • Negotiation Games: https://www.amazon.com/Negotiation-Games-Routledge-Advances-Theory/dp/0415308941
    • Influence: The Psychology of Persuasion: https://www.amazon.com/Influence-Psychology-Persuasion-Robert-Cialdini/dp/006124189X
    • You Can Negotiate Anything: How to Get What You Want: https://www.amazon.com/You-Negotiate-Anything-Herb-Cohen/dp/0806541229
    • Negotiation Made Simple: A Practical Guide for Solving Problems, Building Relationships, and Delivering the Deal: https://www.amazon.com/Negotiation-Made-Simple-Relationships-Delivering/dp/1400336325
    • Radical Candor: Be a Kick-Ass Boss Without Losing Your Humanity: https://www.amazon.com/Radical-Candor-Kick-Ass-Without-Humanity/dp/1250103509
    • High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884
    • How to Win Friends and Influence People: https://www.amazon.com/How-Win-Friends-Influence-People/dp/0671027034

    Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].

    Lenny may be an investor in the companies discussed.


    To hear more, visit www.lennysnewsletter.com
  • Lenny's Podcast: Product | Career | Growth

    How I built a 1M+ subscriber newsletter and top 10 tech podcast | Lenny Rachitsky

    12/03/2026 | 1 h 6 min
    People have been asking me to sit on the other side of the mic for a long time. With my wife’s debut children’s book, Charts for Babies, coming out next month, we figured: why not do it together? What followed was one of the most honest conversations I’ve had on this podcast. Michelle asked things no one else would think to ask—and many things I’ve never shared publicly. You’ll hear about the specific moments that pushed me to start the newsletter, how I think about quality and iteration, what most stresses me out, and the scariest moment of my life. This was so fun, and so special, and I hope you like it.
    We discuss:
    1. The collection of moments that led me to what I do now
    2. When I added a paywall, and how I knew it was working
    3. The hidden treadmill behind shipping a newsletter post and podcast episode every week
    4. The most stressful moments I’ve had in business and in life
    5. How I think about stress, consistency, and keeping the business small

    Pre-order Charts for Babies: https://www.amazon.com/Charts-Babies-Picture-Book/dp/1419785184

    Brought to you by:
    WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs: https://workos.com/lenny
    Metaview—The AI platform for recruiting: https://metaview.ai/lenny
    DX—The developer intelligence platform designed by leading researchers: https://getdx.com/lenny

    Episode transcript: https://www.lennysnewsletter.com/p/how-i-built-a-1m-subscriber-newsletter

    Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

    Where to find Michelle Rial:
    • X: https://x.com/TheRialMichelle
    • LinkedIn: https://www.linkedin.com/in/michellerial
    • Website: https://www.michellerial.com

    Where to find Lenny:
    • Newsletter: https://www.lennysnewsletter.com
    • X: https://twitter.com/lennysan
    • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

    In this episode, we cover:
    (00:00) Introduction and role reversal
    (04:06) What would Lenny be doing without the newsletter?
    (07:20) The moments that led to starting the newsletter
    (09:58) Does Lenny still enjoy the work?
    (12:42) Stress management and misophonia
    (14:00) The psychedelic trip that changed everything
    (15:45) Online happiness course and baseline optimization
    (17:30) Thunder round: Lenny’s misophonia worst sounds
    (20:20) What makes Michelle’s charts so shareable
    (23:55) Where chart ideas come from (and why meditation helps)
    (26:59) Where does “Lenny” come from?
    (28:54) Being recognized in public
    (31:24) Early projects
    (36:30) Michelle and Lenny’s yin and yang
    (37:49) Missing office culture (but not really)
    (39:37) Lenny’s face blindness
    (40:47) The $100M fraud attack story
    (42:50) Michelle’s childbirth emergency
    (47:22) Michelle’s creative process
    (51:58) Lenny’s favorite children’s books
    (54:00) Product management lessons in parenting
    (55:31) Defining product management in five words
    (58:23) Why Michelle pivoted to children’s books
    (01:01:30) The power of iteration and real experience

    Resources and episode mentions: https://www.lennysnewsletter.com/p/how-i-built-a-1m-subscriber-newsletter

    Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].


    To hear more, visit www.lennysnewsletter.com
  • Lenny's Podcast: Product | Career | Growth

    The most successful AI company you’ve never heard of | Qasar Younis

    08/03/2026 | 1 h 24 min
    Qasar Younis is the co-founder and CEO of Applied Intuition, a $15 billion AI company that adds intelligence to cars, tractors, planes, submarines, and other vehicles—essentially, Tesla or Waymo without the hardware. He was previously COO of Y Combinator, started his career as an engineer at GM and Bosch, and was born on a farm in Pakistan.

    We discuss:
    1. Why the biggest AI revolution will play out in mining, farming, construction, and trucking over the next 5 to 10 years, not in software
    2. Why Qasar intentionally stayed under the radar for nearly a decade while building Applied Intuition, and why most founders shouldn’t do that
    3. The truth about China’s AI capabilities and why comparisons to American companies are fundamentally flawed
    4. The company values that drive Applied Intuition: speed above everything, laugh a lot, half the work is follow-up, never disappoint the customer
    5. The biggest lessons from Qasar’s stint as YC’s COO, including that the most successful companies show traction very early
    6. How reading old books is the best way to build taste

    Brought to you by:
    Omni—AI analytics your customers can trust
    Vanta—Automate compliance. Simplify security.
    Lovable—Build apps by simply chatting with AI

    Episode transcript: https://www.lennysnewsletter.com/p/the-most-successful-ai-company-youve-never-heard-of

    Archive of all Lenny's Podcast transcripts: https://www.dropbox.com/scl/fo/yxi4s2w998p1gvtpu4193/AMdNPR8AOw0lMklwtnC0TrQ?rlkey=j06x0nipoti519e0xgm23zsn9&st=ahz0fj11&dl=0

    Where to find Qasar Younis:
    • X: https://x.com/qasar
    • LinkedIn: https://www.linkedin.com/in/qasar
    • Website: https://qy.co
    • Reading list: https://qy.co/books

    Where to find Lenny:
    • Newsletter: https://www.lennysnewsletter.com
    • X: https://twitter.com/lennysan
    • LinkedIn: https://www.linkedin.com/in/lennyrachitsky/

    In this episode, we cover:
    (00:00) Introduction to Qasar and Applied Intuition
    (04:01) The optimistic vision: How AI will create abundance
    (08:49) Why anxiety about AI comes from misunderstanding—and how to fight fear with knowledge
    (12:58) The market sell-off explained
    (16:31) Self-driving cars: Why 30,000 annual deaths prove we need autonomy now
    (20:22) The spectrum of physical AI
    (28:00) How AI is coming just in time
    (33:26) Why comparing Chinese AI companies to American AI companies is a category error
    (39:12) Why Qasar finally joined Twitter after staying silent for a decade
    (45:08) Why successful companies almost always show early signs of traction
    (50:40) Applied Intuition’s core values
    (56:00) Why the company cleans its own office—and never spent a dollar of raised capital
    (58:50) Quasar’s reading philosophy
    (01:06:14) How to operationalize listening to naysayers
    (01:12:53) The importance of decisiveness
    (01:14:55) Removing emotions from decisions
    (01:19:02) Why most Silicon Valley CEOs don’t have great taste—and how to develop it

    Referenced:
    • Applied Intuition: https://www.appliedintuition.com
    • Marc Andreessen: The real AI boom hasn’t even started yet: https://www.lennysnewsletter.com/p/marc-andreessen-the-real-ai-boom
    • Elad Gil’s website: https://eladgil.com
    • Bosch: https://www.bosch.com
    • Berkshire Hathaway: https://www.berkshirehathaway.com
    • Naval Ravikant on X: https://x.com/naval
    • Y Combinator: https://www.ycombinator.com
    • Waymo: https://waymo.com/
    • Tesla: https://www.tesla.com
    • DeepSeek: https://www.deepseek.com
    • Rivian: https://rivian.com
    • Crate & Barrel: https://www.crateandbarrel.com
    • OpenClaw: https://openclaw.ai
    • Sam Altman on X: https://x.com/sama
    • Peter Ludwig on LinkedIn: https://www.linkedin.com/in/peterwludwig
    • What Steve Jobs really meant when he said ‘Good artists copy; great artists steal’: https://www.cnet.com/tech/tech-industry/what-steve-jobs-really-meant-when-he-said-good-artists-copy-great-artists-steal
    • 7 quotes on the power of reading from Charlie Munger: https://www.neil.blog/articles/7-quotes-power-reading-charlie-munger
    • Andreessen Horowitz: https://a16z.com
    • John Doerr on LinkedIn: https://www.linkedin.com/in/john-doerr-03248211
    • Gandhi’s quote: https://www.azquotes.com/author/5308-Mahatma_Gandhi/tag/truth#google_vignette
    • Steve Ballmer on X: https://x.com/Steven_Ballmer
    • General Motors: https://www.gm.com

    Recommended books:
    • House of Huawei: The Secret History of China’s Most Powerful Company: https://www.amazon.com/House-Huawei-History-Powerful-Company/dp/0593544633
    • Maintenance: Of Everything, Part One: https://press.stripe.com/maintenance-part-one
    • The Autobiography of Malcolm X: As Told to Alex Haley: https://www.amazon.com/Autobiography-Malcolm-Told-Alex-Haley/dp/0345350685
    • High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884
    • The Emperor of All Maladies: A Biography of Cancer: https://www.amazon.com/Emperor-All-Maladies-Biography-Cancer/dp/1439170916
    • Made in America: https://www.amazon.com/Sam-Walton-Made-America/dp/0553562835
    • My American Journey: https://www.amazon.com/American-Journey-Autobiography-Colin-Powell/dp/0679432965
    • Guns, Germs, and Steel: The Fates of Human Societies: https://www.amazon.com/Guns-Germs-Steel-Fates-Societies/dp/0393317552
    • Collapse: How Societies Choose to Fail or Succeed: https://www.amazon.com/Collapse-Societies-Choose-Succeed-Revised/dp/0143117009
    • SPQR: A History of Ancient Rome: https://www.amazon.com/SPQR-History-Ancient-Mary-Beard/dp/0871404230
    • A World Appears: A Journey into Consciousness: https://www.amazon.com/World-Appears-Journey-into-Consciousness/dp/198488199X

    Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email [email protected].
    Lenny may be an investor in the companies discussed.


    To hear more, visit www.lennysnewsletter.com

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