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Guest: RJ Scaringe, CEO and Founder of Rivian
“I’m very comfortable with things not being in their end state,” says Rivian CEO and founder RJ Scaringe. The company’s challenging mission — to help make 100% of the world’s cars electric — will take a long time, and a lot of willingness to build the metaphorical plane in midair.
As Rivian has grown from one person to seven to 17,000, though, RJ admits that there’s a lot more pressure to not screw up. “There’s all these conflicting emotions I had ... is this the right product?” he recalls. “Is it the right strategy? Am I capable of doing this? But at the end of the day, I try really hard not to let that be overly distracting.”
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Mentioned in this episode: Porsche, Alex Honnold, Amazon AWS, Mercedes, Elon Musk, Lotus, U.S. News and World Report, MotorTrend, J.D. Power, Ford, Blue Origin, SpaceX, MIT, Jeff Bezos, and the Tesla Roadster.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: Sridhar Ramaswamy, CEO of Snowflake
“People underestimate what it is to go through a complete reset,” says Snowflake CEO Sridhar Ramaswamy. And he knows it: After an incredible 15-year run at Google, he started over from zero with an AI search startup, Neeva. And in hindsight, he regrets not trying to port over more of the skills that had made him a successful leader before. “You should be truthful with yourself about what is it that you know that you're really good at,” he says.
In this episode, Sridhar and Joubin discuss Morgan Stanley, working with urgency, avoiding comparisons, following your passions, Steph Curry, summer school, the Google bubble, axes of improvement, Vivek Raghunathan, Bill Coughran, Bell Labs, Mark McLaughlin, Nikesh Arora, daily emails, Chris Degnan, competitiveness, aircraft carriers, and size 31 pants.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: James Freeman, Founder and Former CEO of Blue Bottle Coffee
In the six or so years since he sold his last shares of Blue Bottle Coffee to Nestlé, James Freeman has had a lot of time to ruminate — about how he succeeded in creating a unique café experience, and also the ways he failed his workers as a manager. But he’s already thinking about how he’ll be better in round 2. “I've changed so much — physically, mentally, emotionally — I feel like I could be a better collaborator,” James says.
In this episode, James and Joubin discuss All About Coffee by William Ukers, Oliver Strand, performance anxiety, MongoMusic, farmers’ markets, “first touch” design, Parisian cafés, self-deception, Facebook ads, “great exits,” The Picture of Dorian Gray, “frictionless” coffee, Zeno’s Paradox, Yoda, iced oat lattes, espresso machines, The Devil Wears Prada, Steve Jobs, Angela Duckworth, and sandpaper.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: John Hanke, CEO of Niantic
When Pokémon Go launched, Niantic CEO John Hanke was enjoying a tranquil walk through a bamboo forest near Kyoto with his son. When he got back, it was all hands on deck: Building on a platform Niantic had developed for its previous game, Ingress, Pokémon Go was a runaway success story, earning $100 million dollars in revenue in its first week, and $1 billion in its first seven months. “I had a huge amount of anxiety that this is just too good to be true,” John recalls. “When are the wheels going to come off? What’s going to go wrong?”
In this episode, John and Joubin discuss San Francisco’s history, Noam Bardin, Google Street View, David Lawee, AR glasses, Field Trip and Ingress, Tsunekazu Ishihara, gaming outside, Gilman Louie, Frank Slootman, mellowing out, Thomas Kurian, Jay Chaudhry, commute burnout, daily yoga, Xerox PARC, Mark Zuckerberg, Apple Vision Pro, the history of gaming, and talking to computers.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: Mark McLaughlin, chairman of the board at Qualcomm
When he was 24, Mark McLaughlin thought his career was over. Since childhood, he had dreamed of attending West Point and joining the Army, but a helicopter crash left him unable to serve, with a medical discharge. However, the crash also let him stay closer to his then-girlfriend Karen. They married and raised three children, and Mark found success in his new career, serving as CEO of Palo Alto Networks and now chairman of the board at Qualcomm. “In hindsight,” he says, “I would tell you the worst thing that ever happened in my life was the best thing that ever happened in my life.”
In this episode, Mark and Joubin discuss semi-retirement, Palo Alto Networks, identity crises, West Point, homeschooling, self-awareness, working on the plane, Walter Reed Hospital, Nikesh Arora, Cristiano Amon, non-founder CEOs, Paul Jacobs, Verisign, reference interviews, rising to the occasion, and fortitude.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: David Risher, CEO of Lyft
David Risher can measure his career in phone calls, from the one that introduced him to Jeff Bezos in 1995, to the call from the Lyft board in 2023, asking him to vie for the CEO job. But initially, he believed his life’s legacy might be the nonprofit Worldreader, which has brought books to more than 22 million readers around the globe; he had to convince himself that turning Lyft around during one of its most difficult eras was also a call worth answering.
In this episode, David and Joubin discuss reliable exercise, pickleball, Sean Aggarwal, John Zimmer and Logan Green, return to office, Women+ Connect, reference checks, Bill Gates and Steve Ballmer, Adam Bosworth, interracial marriages, children of divorce, powdered wigs, Barnes & Noble, the University of Washington, Barcelona, the Galapagos Islands, Amazon’s Kindle, Steve Kessel, expat talent, Bucky Moore, rideshare insurance, robo-taxis, Elon Musk, and data science.
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This episode was edited by Eric Johnson from LightningPod.fm
Guests: Vipul Ved Prakash, CEO and co-founder of Together AI; and Bucky Moore, partner at Kleiner Perkins
No one knows for sure whether the future of AI will be driven more by research labs and AI-native companies, or by enterprises applying the technology to their own data sets. But one thing is for sure, says Together AI CEO and co-founder Vipul Ved Prakash: It’s going to be a lot bigger. “If you look at the next 10 years or the next 20 years, we are doing maybe 0.1 percent of [the] AI that we’ll be doing 10 years from now.”
In this episode, Vipul, Bucky, and Joubin discuss startup table stakes, Tri Dao, tentpole features, open-source AI, non-financial investors, Meta Llama, deep learning researchers, WeWork, “Attention is All You Need,” create vs. capture, Databricks, Docker, scaling laws, Ilya Sutskever, IRC, and Jordan Ritter and Napster.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: Andrew Bialecki, CEO of Klaviyo
Whenever the marketing platform Klaviyo is hiring, says CEO Andrew Bialecki, “we sort of don't care so much what skills you have.” Instead, the company looks for “high slope” individuals who are curious and able to continually learn new things. “A big turnoff for me is [when] somebody says, ‘Oh, well, I was never good at that when I was growing up,’” Andrew explains. “You know, ‘I'm not a good writer’ or ‘I'm not good with numbers.’ And it's like, well, OK, but anybody can learn anything.”
In this episode, Andrew and Joubin discuss WeCrashed, Paul Graham, vertical integration, automating sales, Ed Hallen, The Talent Code by Daniel Coyle, child prodigies, interview questions, public speaking and decompression, taking ownership, hiring engineers, burnout, and productivity habits.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: Niraj Shah, CEO and co-founder of Wayfair
Wayfair CEO Niraj Shah caught the entrepreneurship bug in his mid-20s, when he and his longtime co-founder Steve Conine sold their first company just a few years out of college. They left the acquirer and independently realized “we absolutely wanted to start something else,” Niraj recalls. “Once you’ve done that, if you enjoy that, it’s very hard to pursue something more traditional.” But the “if you enjoy that” bit really matters: Whenever he’s counseling younger people, Niraj tells them to pursue something they’re genuinely excited about. Otherwise, “it’s going to be very hard for you to do your best work.”
In this episode, Niraj and Joubin discuss shopping malls, employee discounts, working in Boston, family time, Jay Chaudhry, Cornell University, pursuing what you enjoy, fostering trust, family vacations, over-hiring corporate staff, taking market share, the power of ecommerce, ownership mentality, setting priorities, and rapid hiring.
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This episode was edited by Eric Johnson from LightningPod.fm
Guest: Jay Chaudhry, CEO, chairman, and founder of Zscaler
Much of the media coverage of Zscaler CEO Jay Chaudhry is quick to identify him as the wealthiest Indian-American person, with a net worth of $10.8 billion. But to hear Jay himself tell it, that number has never been very important to him: “My family had no money,” he says of his childhood in India. “I had no attachment for money. There was no feeling of ‘I must buy this, buy this.’ ... And it hasn’t changed a bit.” Perhaps surprisingly, he says not caring about money is one of the big reasons for his financial success: With no attachment to money, “I could take risks.”
In this episode, Jay and Joubin discuss startup “gambling,” Jay’s wife Jyoti, scarcity and risk, wasting time, “bonding walks,” family vacations, self-confidence and self-criticism, gardening, seven-minute aerobics, Marc Andreessen and Netscape, and IBM.
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Connect with Jay
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This episode was edited by Eric Johnson from LightningPod.fm
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