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Minus One: Daily Summaries Delivered
by South Park Commons
A show about the winding journeys the world's most interesting people take to becoming great—and what they do when figuring out a question we all face: What's Next? Because before you launch at Zero, you have to figure out what to launch at Minus One. Hosted by South Park Commons Partner Aditya Agarwal and members of the SPC community.
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- 5 days ago42 min
What Nobody Tells You About Building Defense Tech Companies | Trae Stephens
Trae Stephens, cofounder of Anduril Industries and Partner at Founders Fund, joins South Park Commons Partner Aditya Agarwal to discuss his journey from working in government intelligence to helping build some of the most ambitious companies in tech and defense.They talk about what makes an idea worth pursuing, how to recognize exceptional founders, and why increasingly unrealistic valuations could have serious consequences for founders and investors.Trae also shares the unconventional story behind Anduril's founding, the lessons he learned at Palantir and Founders Fund, and why building a company with massive ambitions often means starting small. He also offers a candid look at the challenges of building in defense, from navigating government bureaucracy to competing with the industry's biggest players.Trae Stephens: https://www.linkedin.com/in/trae-stephens-485a811/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/apply - Finding the Right Mission: Why Great Startup Ideas Find You - From Government to Palantir: Finding the Right People and Culture - Leaving Palantir: How Peter Thiel Recruited Trae to Founders Fund - Learning Venture Capital: Why Trae Took 500 Startup Pitch Meetings - Founders Fund's Investment Strategy: Why Only a Few Companies Drive Returns - The AI Valuation Boom: Why Founders Must Be Careful About Raising Too Much - Founding Anduril: How Trae Stephens and Palmer Luckey Built a Defense Tech Company - Building Anduril's First Products and Competing With Defense Giants
- 2 weeks ago42 min
How Close Are We to Robots That Can Do Anything? | Sergey Levine, Physical Intelligence
Sergey Levine, cofounder of Physical Intelligence, joins South Park Commons Partner Aditya Agarwal to discuss the race to build general-purpose robots that can learn new skills and operate in environments they've never encountered before.They talk about how Physical Intelligence is developing AI foundation models for robotics, what makes teaching robots so difficult, and how advances in reasoning and reinforcement learning are bringing us closer to robots that can perform a wide range of tasks.Sergey also explains why solving robotics may require tackling many problems at once, how robots could eventually learn from their own experiences, and what it will take to make truly general-purpose robots a reality.Sergey Levine: https://www.linkedin.com/in/sergey-levine-5a31a24/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/applyChapters: - From Video Games to Robotics: Sergey Levine's Journey - Founding Physical Intelligence: Why the Timing and Team Mattered - Inside Pi Zero: Building a Foundation Model for Robots - From Pi 0.5 to Pi 0.7: Teaching Robots to Reason and Generalize - What Makes a Great Robotics Researcher - Solving Robotics' Data Problem and Building Learning Feedback Loops - The Future of Robotics: General-Purpose AI vs. Specialized Robots - World Models, Data Strategy, and Building a Robotics Research Culture
- Oct 8, 202651 min
How Waymo Made Self-Driving Cars a Reality | Dmitri Dolgov, Co-CEO
Dmitri Dolgov, co-CEO of Waymo, joins South Park Commons Partners Aditya Agarwal and Ruchi Sanghvi to discuss the 17-year journey from early self-driving experiments to putting fully autonomous cars on public roads.They talk about how Waymo built its self-driving system, why simulation and evaluation became so critical, and what it takes to move from something that works in a demo to a product that can operate safely and reliably at scale.Dmitri also explains why Waymo’s real advantage goes far beyond the model itself, and what it takes to keep improving a system where the margin for error is incredibly small.Dmitri Dolgov: linkedin.com/in/dmitri-dolgov Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ Ruchi Sanghvi: https://www.linkedin.com/in/rsanghvi/ South Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/applyChapters: - The First Time Waymo Felt Real - How a Fleet of Waymos Coordinates - How People Change the Way They Travel With Waymo - How Waymo Started: Understanding the Problem Before Building a Product - Inside Waymo’s AI System: Driver, Simulator, and Critic - How Waymo Adopts New AI Breakthroughs Without Breaking the Product - Why the Last 1% of Autonomous Driving Is So Hard - Where Startups Should Build in Physical AI - Can the Waymo Driver Become a General Physical AI Agent?
- Sep 24, 202644 min
The Blood Test That Could Detect Thousands of Diseases | Helmy Eltoukhy, Guardant Health
Helmy Eltoukhy, CEO of Guardant Health, joins South Park Commons Partner Mark Jacobstein to discuss his journey from electrical engineering to building one of the leading companies in cancer diagnostics.They talk about Guardant’s path from liquid biopsy to early cancer detection, the difficult realities of building a diagnostics company, and why business model innovation can matter just as much as technical breakthroughs.Helmy also explains how AI is helping Guardant make better use of its growing dataset and why he believes the same blood test infrastructure could eventually be used to detect hundreds or even thousands of diseases.Helmy Eltoukhy: https://www.linkedin.com/in/helmy-eltoukhy-b011855/Mark Jacobstein: https://www.linkedin.com/in/markjacobsteinSouth Park Commons: https://www.linkedin.com/company/southparkcommons/ Apply to SPC: https://www.southparkcommons.com/applyChapters: - From Electrical Engineering to Biology and Entrepreneurship - From Building Sequencing Technology to Solving Healthcare Problems - Guardant Health's Long-Term Bet on Early Cancer Detection - Early Mistakes, Pivots, and Difficult Business Decisions - Why Building a Diagnostics Company Is So Difficult - Why Business Model Innovation Matters as Much as Technology - How AI Is Unlocking Guardant's Massive Cancer Dataset - From Early Cancer Detection to the “Everything Test”
- Sep 18, 202644 min
OpenAI's ex-B2B CTO on Keeping AI Aligned
How close are we to AGI, and what happens when AI systems stop behaving the way we expect?Srinivas Narayanan, former CTO of B2B Engineering at OpenAI and former VP of Engineering at Facebook, joins South Park Commons Partner Prateek Mehta for a wide-ranging conversation on his Minus One to Zero journey, enterprise AI adoption, and AI safety.They discuss the career choices that took him from two startups to Facebook and OpenAI, why a beginner’s mindset has mattered along the way, what is slowing AI adoption inside large companies, and how builders should think about reward hacking, alignment, and increasingly autonomous AI systems.Srinivas Narayanan: https://www.linkedin.com/in/srinivasnarayanan/ Prateek Mehta: https://www.linkedin.com/in/prateek-mehta-a571972/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/applyChapters: - How Close Are We to AGI? - From IIT Madras to AI and OpenAI - How to Find Problems Worth Spending a Decade On - Building OpenAI Without a Playbook - How OpenAI Built a High-Talent, High-Agency Team - What’s Holding Back Enterprise AI Adoption - The Future of AI Beyond the Digital World - The Real Risks of AI and How to Think About Safety
- Aug 20, 202635 min
The Secret Superpower of Great Founders | Sridhar Ramaswamy (Snowflake CEO)
What does it take to build something that lasts? Snowflake CEO and former Google SVP of Ads Sridhar Ramaswamy joins South Park Commons General Partner Aditya Agarwal to share his answer.Ramaswamy traces his journey from Google to founding Neeva, an ad-free search startup that shut down before the generative AI boom, to leading Snowflake through the AI era. He shares what defines great founders, what doomed Neeva, and why most software will lose its moat.Ramaswamy and Agarwal also explore the future of AI, what remains valuable in an age of AI-generated software, and the search belief Ramaswamy got wrong.Sridhar Ramaswamy: https://www.linkedin.com/in/sridhar-ramaswamy/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply - Choosing When to Take a Career Risk - Lessons From Google’s Founders - What Went Wrong at Neeva - The Future of AI Models - Snowflake’s Enduring Value in the AI Era - How to Keep Up With AI - Rapid Fire: Books, Search & Google
- Aug 13, 202635 min
What Is Reward Hacking and Can We Stop It? | Tom McGrath, Goodfire
Why did OpenAI’s model hack into Hugging Face?Tom McGrath, co-founder and Chief Scientist at Goodfire, joins South Park Commons Partner Jonathan Brebner to explore one of AI’s biggest challenges: interpretability.Using OpenAI’s recent reward hacking incident as a starting point, they discuss why today’s most advanced models are still difficult to understand and why gaining visibility into how they work could be essential for building safer, more reliable AI systems.Tom shares how interpretability could change the way researchers develop models and how Goodfire is creating tools to help understand and steer frontier AI.Tom McGrath: https://www.linkedin.com/in/tom-mcgrath-7337bb151/ Jonathan Brebner: https://www.linkedin.com/in/jonathan-brebner/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/apply - Why AI Interpretability Matters Now - When AI Reward Hacking Becomes Real - The Core Problem of Interpretability - Intentional Design: Steering What Models Learn - Neural Geometry: The Shapes Inside AI Models - Turning Interpretability Research Into a Product - How Research Changes Inside a Startup - Science Fiction, AI Risk, and the Future
- Jul 16, 202646 min
Anthropic Engineer on the Future of Coding with AI | Thariq Shihipar
Thariq Shihipar, a member of Anthropic's Claude Code team (and SPC alum), joins South Park Commons Partner Evan Tana to discuss what it takes to build at the frontier of AI, where the models, tools, and best practices are constantly evolving.Thariq traces his journey from a gaming startup to Anthropic after a chance text about Claude Code, shares why his team stopped using Plan Mode, explains concepts like capability overhang, harness engineering, and the underrated art of writing evals, and discusses why RAG is becoming an anti-pattern. He also breaks down how founders should think about building when the capabilities of AI systems are changing faster than anyone can predict.Thariq Shihipar: https://www.linkedin.com/in/thariqshihipar/ Evan Tana: https://www.linkedin.com/in/evantana/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/applyChapters: - From Startup Founder to Anthropic - Building Better AI With Claude Code - The Capability Overhang - How Anthropic Builds AI Products - Prompting Claude More Effectively - How AI Is Changing Product Teams - Advice for AI Founders
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About Minus One
A show about the winding journeys the world's most interesting people take to becoming great—and what they do when figuring out a question we all face: What's Next? Because before you launch at Zero, you have to figure out what to launch at Minus One. Hosted by South Park Commons Partner Aditya Agarwal and members of the SPC community.
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