Podcasts about ggv

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Today we're thrilled to be joined by Glenn Solomon, managing partner at Notable Capital. Along with Granite Asia, Notable Capital was one of two groups to emerge from GGV Capital, which recently split into two groups with Notable based in Silicon Valley, New York, and covering companies in the U. S., Israel, Europe, and Latin America.Glenn brings nearly 30 years of venture experience to the table, and it was great to draw from his insights in investing, building firms, and working with high performing teams. About Glenn Solomon:Glenn Solomon is the Managing Partner at Notable Capital. He focuses on investing in early to growth-stage companies across different sectors, including cloud infrastructure and business applications. He also serves on the boards of several companies, such as HashiCorp, Opendoor.com, and Orca Security.Before joining Notable, Glenn was a General Partner at Partech International from 1997 to 2006, where he worked on technology investments. Earlier in his career, he was an associate at SPO Partners from 1993 to 1995 and started as a financial analyst at Goldman Sachs from 1991 to 1993.Glenn Solomon earned his MBA and BA from Stanford University.In this episode, we discuss:(01:42) Glenn's journey from playing tennis at Stanford to discovering a passion for technology and investing(02:44) A pivotal moment when encountering the internet for the first time, which sparked a deeper interest in technology(04:06) The transition from Partech International to joining Granite Global Ventures in the mid-2000s(05:03) The appeal of GGV's global perspective and innovative approach in venture capital(07:48) The early strategy at GGV, focusing on differentiation in the venture space(09:01) The necessity of adapting to the evolving nature of the industry(10:29) The rebranding to Notable Capital and the strategic decisions following the split from GGV's Asia team(12:39) The guiding principles at Notable Capital, emphasizing the importance of speed and maintaining a sector-focused strategy(15:19) An example of a recent deal showcasing how the firm's flat structure empowers all team members to contribute significantly(17:33) Staying focused on specific sectors and building a strong support platform for portfolio companies(23:25) Engaging with CSOs and CDOs to maintain an edge in cybersecurity and data sectors.(27:00) Discusses the importance of resourcefulness in venture capital and how they assess this quality during interviews.(36:31) Advice on being a successful VC, stressing the critical role of building strong, lasting relationships(39:30) Success in venture capital fundamentally relies on working with exceptional peopleI'd love to know what you took away from this conversation with Glenn. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you'd like to be considered as a guest or have someone you'd like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

In this episode of "I Need A Coach", host Adam Packard delves into a captivating conversation with Jason Komosa, an expert in mental health and performance. Discover Jason's journey from a burnt-out tech executive to a transformative mental health coach, and explore how he helps high-performing men dismantle stress, redefine their self-worth, and confront generational trauma. Gain exclusive insights into Jason's unique strategies for rewiring mental operating systems and fostering resilience. Get ready for a profound exploration of vulnerability, proactive mindset shifts, and the impactful results of investing in personal growth. This episode is a game-changer for anyone seeking extraordinary personal and professional transformation.Throughout his 20+ year career in Tech, Jason has led the Revenue/Sales Initiatives as one of the first 100 employees at tiny start-ups that have evolved into multi-billion dollar acquisitions (Vitamin Water, Groupon). After experiencing severe burnout post-Groupon IPO, Jason devoted years of his life as a full-time student (again) strengthening his knowledge of all things Philosophy, Psychology, and Neurology, working alongside Harvard-trained psychologists. Rewiring his own beliefs to upgrade his mental software to the latest cutting-edge software, Jason now coaches Men on how to do the same. Jason coaches senior leaders at Start-Ups as well as companies like Uber, GGV, and Wells Fargo. His mission is to help you close the gap that exists between who you are today and who you know you are capable of becoming.Key Topics Discussed:The power of mental health coaching for menOvercoming stress and self-worth attachment in one's careerTransitioning from burnout to personal developmentSetting boundaries and finding work-life balanceThe importance of morning routines and proactivity Timestamps:08:12 Showing vulnerability helps others change and grow through shared experiences.11:36 Men can improve their emotional well-being for themselves and their families.15:27 Make time for short reading; recommends two books.19:34 Discussing the ideal self, and the relation to emotional control. 20:21 Sharing daily actions that align with our true identity.Guest Socials:Jason Komosa | LinkedInJason Komosa | FacebookJason Komosa | Website

Welcome to Season 3 of The J Curve, a podcast about entrepreneurship in Latin America. My guest today is Thibaud Lecuyer, CEO at Loggi, Brazilian delivery company that has raised close to $500m over 6 rounds from the likes of Softbank, Monashees, GGV, CapSur Capital and Microsoft. Prior to that Thibaud was a co-founder at Brazilian online fashion retailer Dafiti. Together we explore Thibaud's transition from finance and J.P. Morgan in Europe into entrepreneurship in Brazil. We discuss his experience of launching and scaling Dafiti in the environment in which venture capital was scarce. We also talk about strategies and tactics Thibaud used to put Loggi on a path to profitability while maintaining a high rate of growth and discuss why Brazil represents a lucrative opportunity for global investors.  In today's episode we discuss:  1. From disruption to transformation: how to turnaround a billion dollar tech business?  2. Founders' blind spot: how to think about capital efficiency? 3. The case for optimism: why global investors should invest in Brazil? 4. The last mile delivery challenge: how to win in a crowded market? 5. Doing business in Brazil: what founders need to know? If you would like to get more insight from LatAm's leading tech founders and investors, subscribe to our new ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube channel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and follow us on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.  Follow Olga on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ or ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Olga is an entrepreneur, venture capital investor, mentor at Techstars and founder at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The J Curve⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Latin America's leading English speaking podcast about tech builders. She's been investing in the USA, SEA and Latin America for over 13 years. Companies she backed include tech unicorn ClassPass (acquired by Mindbody) and Vitalk (acquired by Gympass). --- Send in a voice message: https://podcasters.spotify.com/pod/show/olgamaslikhova/message

This week, Mary Ann talked to Hans Tung, managing partner of Notable Capital (formerly GGV Capital), which is focused on investing in the US as well as in Europe and Latin America. Long-time listeners may recall that Hans, whose portfolio includes the likes of Airbnb, StockX and Slack, joined Equity last year to focus on down rounds, a term often treated like an evil phrase. Today, we're digging into why Hans still believes in down rounds, the importance of long-term thinking and the current state of startup investment.We'll also dive into:Why Hans is so bullish on fintech, and what sectors within fintech especially has him psyched.Recent changes at his own firm, and why there have been so many personnel changes at VC firms as of lateAnd more!All right, sit back, hit play and have some fun with us. Equity will be back on Monday. See you then!Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday. You can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Shiyan Koh, Managing Partner of  Hustle Fund, and ​​Jeremy Au talked about three main themes: 1. 51% SE Asia Favor China (vs. USA): Jeremy and Shiyan debated how the region is politically and economically reacting to the China vs. USA's "strategic competition". If ASEAN decision-makers were forced to pick sides, 51% opted for China vs. 49% for USA (ISEAS Institute poll). Pro-China: Malaysia 75%, Indonesia 73%, Thailand 52%, Singapore 39%, Vietnam 21%, Philippines 17%. 2. Sequoia & GGV VC Decoupling: Jeremy and Shiyan discussed how global investment firms are structuring themselves to mitigate US-China risks. Sequoia spun off Peak XV and Hongshan, while GGV announced their split into Granite Asia and Notable Capital (USA). They discuss how Limited Partners (LP) are driving the geographic re-delineation of investment coverage, and why GGV and other funds are exploring more debt instruments. 3. Mobility Competitor Game Theory: Jeremy and Shiyan analyzed the bike-sharing market in Singapore, including public-private partnerships and challenges like weather and infrastructure. They were amused that Anywheel, a bootstrapped (unfunded by VC) company outlasted VC-backed competitors such as Mobike, Obike, and Ofo to win and become the market leader. They discussed how cash efficiency interacted with economies of scale, the promise of winner-takes-all markets, negative blitzscaling, and competitive game theory created the "boom vs. bust" nature of last-mile mobility startups. Jeremy and Shiyan also replied to listener feedback about overlooking Trump investment links in the TikTok ban issue, the role of public-private infrastructure partnerships in supporting infrastructure projects, and blitzscaling vs. sustainable growth strategies. Watch, listen or read the full insight at https://www.bravesea.com/blog/sea-favor-china Nonton, dengar atau baca wawasan lengkapnya di https://www.bravesea.com/blog/sea-favor-chin-in 观看、收听或阅读全文，请访问 https://www.bravesea.com/blog/sea-favor-china-cn Get transcripts, startup resources & community discussions at www.bravesea.com WhatsApp: https://chat.whatsapp.com/CeL3ywi7yOWFd8HTo6yzde TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter: https://twitter.com/jeremyau LinkedIn: https://www.linkedin.com/company/bravesea English: Spotify | YouTube | Apple Podcasts Bahasa Indonesia: Spotify | YouTube | Apple Podcasts Chinese: Spotify | YouTube | Apple Podcasts Learn more about Grain here: https://www.grain.com.sg

This is our Wednesday show, when we take a moment to dig into a raft of startup and venture capital news. No big tech here!Keep in mind that Y Combinator's demo day kicks off today, so we're going to be snowed-under in startup news the rest of the week. Consider today's show the calm before the storm.AUDIOOn the podcast this morning we have BlaBlaCar's new credit facility and how it managed to land it, how PipeDreams could be onto a new model of startup construction, GoStudent's rebound and profitability, Hailo's chip business and massive new funding round, and the two new brands that GGV calls home as it divides up its operations on both sides of the Pacific Ocean.Equity is TechCrunch's flagship podcast and posts every Monday, Wednesday and Friday, and you can subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.You also can follow Equity on X and Threads, at @EquityPod.For the full interview transcript, for those who prefer reading over listening, read on, or check out our full archive of episodes over at Simplecast. Credits: Equity is hosted by TechCrunch's Alex Wilhelm and Mary Ann Azevedo. We are produced by Theresa Loconsolo with editing by Kell. Bryce Durbin is our Illustrator. We'd also like to thank the audience development team and Henry Pickavet, who manages TechCrunch audio products.

Felipe Genovesi, head de Vendas e Parcerias na Justos. Formado pela London School of Management, está na insurtech há três anos. A Justos é uma seguradora que aplica tecnologia no segmento. Presente em todo o país, a empresa foi fundada recentemente, em 2020. Já recebeu investimentos dos fundos Ribbit Capital, Kaszek, SoftBank Latin America, SCOR, GGV e Big_Bets, além de CEOs de unicórnios, como David Vélez (Nubank), Carlos Garcia (Kavak), Fritz Lanman (Mindbody) e Assaf Wand (Hippo).   Justos Seguradora: https://www.justos.com.br/

A significant amount of U.S. money is invested in TikTok parent company ByteDance, including Carlyle Group, KKR, GGV, Sequoia, Tiger Global and more. Former Treasury Secretary Steve Mnuchin will likely have to go through them in his plans to put together a group to buy TikTok. Plus, Reddit's IPO roadshow is underway. We break down what industry experts are now saying it could mean for the IPO pipeline. 

本期早咖啡为你带来与日常生活息息相关的商业科技动态，你将会听到： - 华为召开秋季新品发布会 - 苹果将把在印度的生产规模扩大 5 倍 - 亚马逊计划在 Prime Video 中加入广告 - GGV 纪源资本一分为二 - 乔治·马丁等多位知名作家起诉 OpenAI 本期还有关于阿里、Meta、TikTok、思科和麦当劳的新动态，欢迎收听！ 「起床」彩蛋 作为一档晨间更新的节目，早咖啡邀请到各行各业的好朋友来跟大家分享高效的起床小妙招，朋友们的分享作为彩蛋将不定时在节目中掉落。希望可以给工作日的大家注入灵感与能量，也欢迎你把这期内容分享给身边人，跟大家共同开启元气满满的一天！ 今日彩蛋嘉宾：肖文杰，「商业就是这样」、「边角聊」主播 主播 Mengyi 幕后制作 监制：Zelin、Qianwen 实习研究员：盔盔、柚米 运营：瑞涵 后期：Jack 商业内容策划：Nene 封面设计：饭团 商务会客厅 https://files.fireside.fm/file/fireside-uploads/images/1/12647593-905b-40ef-8977-371837f74e89/VdX9bztV.PNG 声动商务会客厅 (https://sourl.cn/6vdmQT) ｜招聘入口 (https://sourl.cn/ZNpdem)｜给早咖啡投稿 (https://sourl.cn/iGwftz)｜加入会员计划 (https://sourl.cn/UXsR7y) 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 - 我们还有这些播客：声东击西 (https://etw.fm/episodes)、What's Next｜科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、商业WHY酱 (https://msbussinesswhy.fireside.fm/)、跳进兔子洞 (https://therabbithole.fireside.fm/)、吃喝玩乐了不起 (https://urbanfloat.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/) 、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/) - 如果你喜欢我们的节目，欢迎 打赏 (https://etw.fm/donation) 支持，或把我们的节目推荐给朋友

When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don't think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like.  Guest - Jeff Richards, Managing partner at GGV Capital  howardlindzon.com, ggvc.com  Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen  linkedin.com/in/jeffrichards  #fintech #invest #investment #venturecapital #stockmarket #finance  Time Stamps:  Intro (00:41) Welcome back Jeff (03:42) Investing in growth (04:10) The next bull market (05:41) Impact of higher rates (06:23) Funding landscape (7:01) Potential of generative AI (07:54) App distribution constraints (08:47) Embracing AI (10:46) Contrast now and tech in 99/00 (13:40) AI and physical brands (14:36) Advice of the younger generation (15:52) Growth in golf and pickleball (18:21) Reimaging sports with infused tech (19:53) GGV's focus (20:10) Founder/Startup headwinds (20:59) Measuring VC success (22:09) Looking ahead (24:33) Looking at fintech & proptech (25:21) Impact of higher interest rates (26:30) Travel is booming (27:07) Opportunity in ‘Treasury Management (29:26) Record growth in SMBs (31:05) Seeing a renaissance of innovation (32:31) Hoping for innovation in healthcare (50:31) Wrapping up (52:10) Outro (53:10) 

Ilir Sela is the Founder & CEO of Slice, the online ordering and all-in-one software platform that helps pizzeria's manage their business. Ilir started the company in 2010 as MyPizza, rebranded to Slice in 2015, and has since raised over $125 million and supports over 20,000 independent pizza shops. Slice is supported by investors like GGV, KKR, 01 Advisors, Primary Ventures, FJ Labs, and RiverPark Ventures. Brought to you by Secureframe, the automated compliance platform built by compliance experts: https://secureframe.com/request-demo-4?utm_source=partner&utm_medium=newsletter&utm_campaign=062023-thesplit Read the transcript: https://www.thespl.it/p/arming-the-pizza-rebels-ilir-sela In this episode we cover - The three reasons small pizza shops are growing 24x faster than big chains - How franchising and "reverse franchising" works - Ilir's biggest mistakes building a franchise business before starting Slice - How to explain a new business model to investors - The customer acquisition benefits of a multi-product model - Bootstrapping Slice to $3 million in profit - Turning down two acquisition offers, one that would have made him nine figures personally - Why MrBeast Burger failed - Why we don't need more cloud kitchens - Empowering entrepreneurs to open their own pizza shops - Building a strong board - Advice for founders selling to small businesses Referenced Cloud Kitchens: ⁠https://www.thefoodcorridor.com/blog/everything-you-need-to-know-about-cloud-kitchens-ghost-kitchens/ Frank Slootman from Snowflake, who Illir said inspires him: ⁠https://www.linkedin.com/in/frankslootman/ Growth in independent pizzerias vs big chains in 2022: ⁠https://www.pmq.com/pizza-power-report-2023/ Jeff Richards from GGV Capital, who invested in Slice and gave Illir some advice mentioned in the podcast: ⁠https://www.linkedin.com/in/jeffrichards/ Michelle Obama on whether pizza is a vegetable: ⁠https://www.youtube.com/watch?v=G14qNHPE4qo&t=21s ⁠ MrBeast's MrBeast Burger: ⁠https://www.mrbeastburger.com/ The growth of Domino's stock since 2010: ⁠https://www.cnbc.com/2020/02/25/dominos-stock-yields-higher-returns-than-google-since-ipos.html Slice's website: ⁠https://slicelife.com/ Where to find Turner Newsletter: https://www.thespl.it/ Twitter: https://twitter.com/TurnerNovak Where to find Ilir: LinkedIn: https://www.linkedin.com/in/ilirsela Twitter: https://twitter.com/ilirsela Timestamps [00:03:34]: The enormous and fascinating pizza industry [00:04:30]: Why there are so many independent pizza shops [00:07:33]: Illir's deep family history with pizza [00:10:43]: What Slice provides independent pizzerias [00:14:21]: The origins of Slice (mypizza.com) [00:16:55]: Building "Nerd Force" before Slice [00:18:22]: How franchises like “Nerd Force” work [00:22:15]: Selling his first company: Nerd Force [00:23:46]: Forming the idea for Slice [00:27:19]: The very first customers [00:32:37]: Turning down $18 million to double down on Slice [00:33:41]: Raising money and starting Slice phase 2.0 [00:39:27]: An acquisition offer that was “tough to say no to” [00:41:55]: Slice's focus now and in the near future [00:45:01]: Why there are so many pizza shops [00:46:46]: Hot takes on Cloud Kitchen and Beast Burgers [00:51:55]: Why online customers are worth 4x more than offline ones [00:53:32]: Why some investors doubted Slice [00:57:58]: The underrated value of a good board [01:00:57]: Advice for founders serving small businesses [01:03:29]: Hitting $500m annual revenue with Slice 3.0 [01:04:31]: Other categories Slice could go after [01:06:25]: Rapid fire questions Read the transcript: https://www.thespl.it/p/arming-the-pizza-rebels-ilir-sela Production and distribution by: https://supermix.io For sponsorship inquiries: https://docs.google.com/forms/d/e/1FAIpQLSebvhBlDDfHJyQdQWs8RwpFxWg-UbG0H-VFey05QSHvLxkZPQ/viewform

אורן יונגר, שותף בקרן הון סיכון גלובלית GGV Capital שהשקיעה בין היתר בחברות Zendesk  Airbnb, HashiCorp, Slack, Square ובסטארטאפים הישראלים Torq, Wing Security, Orca Security, Pecan, Monte Carlo Data, Snappy, Descope . הקרן מנהלת 9.2 מיליארד דולר ומאז הקמתה הונפקו 56 חברות בהן השקיעה.  GGV מתמקדת בהשקעות בשלבים מוקדמים – Seed, Series A, Series B וממשיכה להשקיע עד שלבי Pre-IPO . תחומי ההתמקדות העיקריים של הקרן הם Enterprise/Cloud ,Social/Internet ו Smart Tech-.בתחום האנטרפרייז, משקיעי GGV מתמקדים באבטחת סייבר, כלים למפתחים, דאטה, SaaS עבור עסקים קטנים ובינוניים וחברות API-First . לפני הצטרפותו לקרן GGV בשנת 2018 שימש אורן מנהל אבטחת מידע ב-Clicktale ובבית ההשקעות IBI וכן יועץ אבטחה ופרטיות בדלויט. בשרותו הצבאי אורן ניהל את תחום אבטחת מידע ביחידת מודיעין בפיקוד העורף. במקביל לניהול בקרן, אורן שותף בהקמת InvestInData, המאגדת עשרות מנהלים בכירים בתפקידי דאטה בנושאי השקעות ושל SVCI, סינדיקט של כ-60 מנהלי אבטחת מידע מובילים בעמק הסיליקון שמבצעים יחד השקעות בסטרטאפים מבטיחים. אורן הוא בעל תואר שני במינהל עסקים מאוניברסיטת שיקגו ובוגר תואר ראשון במדעי המחשב ממכללת תל אביב יפו.  חברת הסטארטאפ Monte Carlo פיתחה ומנהלת פלטפורמת ״data observability" לניטור נתונים ושמירה על מהימנותם. החברה הוקמה ב-2019 על ידי בר מוזס וליאור גביש וגייסה 236 מיליון דולר בארבעה סבבים בשווי שהגיע ל-1.6 מיליארד דולר. בשנים האחרונות רשמה החברה צמיחה של מאות אחוזים במכירות ומספר לקוחותיה. בשנים האחרונות רשמה החברה צמיחה של מאות אחוזים במכירות ומספר לקוחותיה וכיום משרתת חברות כגון Fox, JetBlue, Affirm, SoFi, GitLab OpenTable, PepsiCo ומאות חברות פרטיות וציבוריות נוספות. בר מוזס משמשת מנכ"לית מונטה קרלו מאז הקמת החברה. לפני כן היא שימשה סמנכ"לית בסטארטאפ Gainsight ויועצת בהנהלת Bain & Co. בר היא בעלת תואר ראשון במתמטיקה ומדעי החישוב מאוניברסיטת סטנפורד. היא שרתה בחיל האויר וקיבלה אות הצטיינות.   (*) ללינקדאין שלי: https://www.linkedin.com/in/guykatsovich/ (*) לאינסטגרם שלי: https://www.instagram.com/guykatsovich/ (*) עקבו אחרינו ב"עוד פודקאסט לסטארטאפים" וקבלו פרק מדי שבוע: ספוטיפיי:https://open.spotify.com/show/0dTqS27ynvNmMnA5x4ObKQ אפל פודקאסט:https://podcasts.apple.com/podcast/id1252035397 גוגל פודקאסט:https://bit.ly/3rTldwq עוד פודקאסט - האתר שלנו:https://omny.fm/shows/odpodcast ה-RSS פיד שלנו:https://www.omnycontent.com/.../f059ccb3-e0c5.../podcast.rssSee omnystudio.com/listener for privacy information.

CEO Tony Holdstock-Brown and CTO Dan Farrelly are the co-founders of Inngest, a startup that's building a serverless, event-driven workflow platform to help developers create better apps with simpler, more intuitive tools. The duo reflects on the engineering career paths that ultimately led them to meeting in a co-working space in New York City, plus hear what shifts in technology are setting the stage for Inngest, what surprising customer feedback is shaping the platform, and what opportunities lie ahead. This episode is co-hosted by GGV investor Dan Cahana.

In a collaboration with GGV Capital's "Evolving for the Next Billion" podcast, Joshua Benadiva hosts a fascinating conversation with Hans Tung, widely recognized as one of the best venture investors in the world. Hans is the managing partner of GGV Capital, and has been named to the Forbes Midas List of the world's top venture capital investors for 11 consecutive years. Throughout our conversation, we explore the unique decision-making strategies that have fueled Hans' successful investments. We delve into his distinct perspective on human and technological transformation and discuss how he uses these as data points in his broader investment strategy. Hans Tung is a Managing Partner at GGV Capital, focusing on early-stage investments across the global digital economy ecosystem. He is consistently recognized among the top venture capital investors in the world, having been named to the Forbes Midas list 11 consecutive years from 2013-2023, and has been in the top 10 for the last 5 years. He has also been recognized among the Top 100 Asian Americans by Gold House in 2018-2020. In 2023, Hans and his team launched the Embedded Fintech 50, a list highlighting the rising stars in fintech innovation. Hans oversees the GGV's DE&I initiatives, and he is also the co-host of the popular podcast, “Evolving for the Next Billion” on entrepreneurship around the globe.

Today's episode is a collaboration between Evolving for the Next Billion and The Wharton FinTech Podcast. Hosted by Josh Benadiva, Hans shares the turning points in his career, how he makes difficult decisions, and how GGV approaches FinTech.

Today on the show, we have Desmond Lim. Desmond is the CEO and co-founder of Workstream, a tech space hiring platform that helps business to hire faster, cutting half the time to engage, hire and onboard hourly workers. Workstream is in GGV's portfolio. Before workstream, Desmond is a graduate of Harvard University and MIT Media Lab, and a former Product Manager at WeChat and an investor for Dorm Room Fund. He's from Singapore. He splits his time between San Francisco and Utah. He also used to represent the Singapore National Youth team in basketball.

When Knut and I started Panic with Friends at the beginning of the pandemic, it was just that – panicking with a few friends on what was happening in the market. I don't think either of us knew how successful the podcast would become over three years later. My good friend Jeff RIchards of GGV Capital made several appearances on the show in the early days, but we last had him on in January of 2022. In that episode, Jeff helped me frame the selloff and gave me a big picture view on the fundamentals versus where valuations were at the time. After a year or so where we were all just licking our wounds, I thought it was high time to get Jeff back on the show to get a handle on repositioning ourselves for what the future might look like. Guest - Jeff Richards, Managing partner at GGV Capital  howardlindzon.com, ggvc.com  Twitter: @howardlindzon, @jrichlive, @GGVCapital, @PanicwFriends, @knutjensen  linkedin.com/in/jeffrichards  #fintech #invest #investment #venturecapital #stockmarket #finance  Show Notes:  Introduction (00:41) Welcome back Jeff (03:42) Investing in growth (04:10) The next bull market (05:41) Impact of higher rates (06:23) Funding landscape (7:01) Potential of generative AI (07:54) App distribution constraints (08:47) Embracing AI (10:46) Contrast now and tech in 99/00 (13:40) AI and physical brands (14:36) Advice of the younger generation (15:52) Growth in golf and pickleball (18:21) Reimaging sports with infused tech (19:53) GGV's focus (20:10) Founder/Startup headwinds (20:59) Measuring VC success (22:09) Looking ahead (24:33) Looking at fintech & proptech (25:21) Impact of higher interest rates (26:30) Travel is booming (27:07) Opportunity in ‘Treasury Management (29:26) Record growth in SMBs (31:05) Seeing a renaissance of innovation (32:31) Hoping for innovation in healthcare (50:31) Wrapping up (52:10) Closing thoughts (53:10) 

Today's episode is a recording of a virtual fireside chat with Tony Fadell-iPod inventor, iPhone co-inventor, Nest founder, and now New York Times best-selling author of "Build: An Unorthodox Guide to Making Things Worth Making". It is hosted by GGV's managing partners Jeff Richards and Hans Tung.

Today's episode is a recording of a virtual fireside chat with Tony Fadell-iPod inventor, iPhone co-inventor, Nest founder, and now New York Times best-selling author of "Build: An Unorthodox Guide to Making Things Worth Making". It is hosted by GGV's managing partners Jeff Richards and Hans Tung.

 We'd appreciate you filling out our audience survey, so we can continuously work on providing relevant content to our listeners. Responses received by 05/11/23 will be entered in a drawing for $500 cash. https://www.thefortpod.com/survey John Andrew is a Thiel Fellow, recipient of the Forbes 30 Under 30 award and he was recently named to Business Insider's Rising Stars of Real Estate. He started his first internet company at age 13, and at age 17 he co-founded Coder.com (“Coder”) - a platform that moves the development environment (where software engineers write code) to an organization's cloud infrastructure. Coder is backed by Redpoint, GGV, Founders Fund, and Bessemer, with large enterprise customers such as Goldman Sachs and Palantir. After co-founding and running Coder as CEO for six years, he stepped down in 2021 and began his next venture, Wander.com which enjoys the support of QED Investments and Redpoint among others. On this episode, Chris & John discuss: ➡️ Starting his first business at 13 and eventually becoming a Thiel Fellow ➡️ How Wander works and what they're looking to accomplish going forward ➡️ Wander's STR REIT and how the capital markets work in STR ➡️ What travel and hospitality will look like in 10 years Chapters (00:02:40) - John's upbringing and early career (00:07:02) - The impact John's father had on him (00:10:56) - The experience of being a Thiel Fellow (00:15:22) - John's skillset as a Founder (00:19:36) - Wander (00:27:41) - Are you able to capitalize this with Debt? (00:30:05) - What is a great yield on a well-performing STR? (00:30:31) - What makes a great home for Wander? (00:34:28) - How are your homes outfitted to make them stand out? (00:37:52) - How do you work with vendors? (00:40:31) - What are some member benefits? (00:43:48) - What needs to die off in this industry? (00:47:19) - What does the typical customer look like? (00:49:44) - Is there room in your market for hotel-sized homes? (00:51:56) - Do you ever worry about zoning or STR regulations? (00:55:32) - Is there concentration risk? (00:57:39) - How would one value a business like Wander? (01:02:04) - Where will you be in 5 years? (01:07:24) - Where is your favorite Wander? Additional Resources

生命科学可能是21世纪最重要的自然及应用科学学科，它与人类的生活密切相关，人口膨胀、食物短缺、能源危机、环境污染及疾病危害等等，很大程度上将依赖于生命科学和生物技术的进步与发展。而当AI进军生命科学领域，又能开启怎样的新故事？今天的《创业内幕》，我们邀请到了领先的生物计算大模型平台公司百图生科联合创始人、CEO刘维和GGV纪源资本合伙人吴陈尧，听他们分享一下生物医学科研者的理想世界。【01：52】刘维的个人经历【03：28】介绍生物信息行业的现状【09：40】百度对百图有哪些帮助【14：24】目前百图的应用案例【23：05】百图大模型与Chat GPT的区别【30：42】GGV对生命科学大模型赛道的判断【36：15】如何收集海量的数据【40：19】百图在国内以及全球的定位【51：02】百图的人才需求【52：12】评论区留言送出百图的礼物《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

Today's episode is a live recording of a panel discussion at GGV's 7th annual Evolving Economy conference in NYC last year. It is moderated by Hans, featuring four exceptional operators in the FinTech space: Bradley Riss, Chief Commercial Officer at Checkout.com Huey Lin, Founding COO at Affirm; Venture Partner at GGV Capital Michael Rangel, Founder & CEO at Novo Rares Crisan, VP of Technology at GGV Capital

Today's episode is a live recording of a panel discussion at GGV's 7th annual Evolving Economy conference in NYC last year. It is moderated by Hans, featuring four exceptional operators in the FinTech space: Bradley Riss, Chief Commercial Officer at Checkout.com Huey Lin, Founding COO at Affirm; Venture Partner at GGV Capital Michael Rangel, Founder & CEO at Novo Rares Crisan, VP of Technology at GGV Capital

Arnaud Bonzom, Founder and Managing Director @ Black Mangroves moderates a panel with Carmen Yuen, General Partner @ Vertex, Jenny Lee, Managing Partner @ GGV Capital, and Piruze Sabuncu, Partner @ Square Peg Capital on what founders should look out for when raising a Series A.   In this panel, Carmen, Jenny, and Piruze will discuss the lessons learned at Vertex, GGV, and Square Peg on the common pitfalls to look out for when you are raising your Series A. For each pitfall, they will provide tips and tactics on how to overcome them.   This episode is an excerpt of the VC session. You can watch the full video: https://youtu.be/nFUUTXlnaa0   ***** What if you could prospect in a single click?And what if that click came with accurate, intent data you need to meet your goals? Meet Klarity with One-Click Prospecting by DemandScience. Let's make your job easier. Visit demandscience.com   Sage Intacct is a powerful cloud-based financial management system that delivers automation around billing, accounting, and reporting. Voted market leaders by G2, Sage Intacct is the ideal Finance Solution to scale your business. Visit us at sage.com/uk/intacct.   SaaStr Annual will officially be back in 2023. Join 12,500 SaaS CEOs, Founders, Revenue leaders, and investors. Annual 2023 will take place September 6-8, 2023 in the SF Bay Area. Podcast listeners can use code FAVE100 to save 100 off tickets. Use FAVE100 when you buy your tickets at saastrannual2023.com   Want to join the SaaStr community? We're the

In this crossover episode between Evolving for the Next Billion and Founder Real Talk, co-hosted by Glenn Solomon, we chat with Dani Grant, the co-founder and CEO of Jam.dev. Jam is a developer tool that streamlines communication between product engineering teams about bugs and fixes. Founded in 2020, Jam has helped nearly 15,000 product, QA, engineering, and design leaders ship bug-free software to customers including Unilever, Staples, T-Mobile, and Dell. Prior to founding Jam, Dani worked as a product manager for Cloudflare and Union Square Ventures. Jam raised $3.5M in a seed round led by Union Square Ventures and Version One Ventures, with participation from angels including GitHub CTO Jason Warner and Cloudflare CEO Matthew Prince. Jam is a GGV portfolio.

In this crossover episode between Evolving for the Next Billion and Founder Real Talk, co-hosted by Glenn Solomon, we chat with Dani Grant, the co-founder and CEO of Jam.dev. Jam is a developer tool that streamlines communication between product engineering teams about bugs and fixes. Founded in 2020, Jam has helped nearly 15,000 product, QA, engineering, and design leaders ship bug-free software to customers including Unilever, Staples, T-Mobile, and Dell. Prior to founding Jam, Dani worked as a product manager for Cloudflare and Union Square Ventures. Jam raised $3.5M in a seed round led by Union Square Ventures and Version One Ventures, with participation from angels including GitHub CTO Jason Warner and Cloudflare CEO Matthew Prince. Jam is a GGV portfolio.

距离递交赴美上市申请书仅35天，成人在线学习服务提供商量子之歌成功登陆纳斯达克，也成为了2023年首家登陆美股的中国公司。截至2022年底，量子之歌累计注册用户约为7500万，2022财年营收为28.68亿。量子之歌如何在4年之内跑出了如此让人羡慕的成绩？上市之后公司又会有什么新的布局和挑战？本期《创业内幕》，我们邀请到了量子之歌集团创始人、董事长、CEO李鹏以及GGV纪源资本管理合伙人徐炳东，和他们一起聊聊量子之歌的成人教育之路。【01：47】李鹏介绍自己和量子之歌【03：17】“成人教育"赛道的市场规模与选择契机【06：16】“量子之歌”名字背后的寓意【06：58】李鹏在创业之前的工作经验【09：34】用户主体画像是怎样的【12：18】为何选择“金融素养知识学习”为切入点【16：00】第一批老师是怎样聚在一起的【19：15】量子之歌4年之内做对了哪些【20：17】社交平台的营销经验【22：55】上市之后公司有什么变化吗【24：35】上市过程中遇到过的挑战【29：47】在用人方面有哪些特别的经验【33：13】GGV在怎样的契机下决定投资量子之歌【42：37】中概股IPO的窗口放开是机会还是挑战【44：07】企业从To C到To B需要补足哪些部分【47：10】量子之歌的招聘岗位和渠道【48：00】推荐彼得·蒂尔《从0到1》和王兴《九败一胜》《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

To commemorate International Women's Day this year, we are thrilled to introduce a special series featuring some of the inspiring female founders in GGV's portfolio. Kicking off the series is Carolyn Childers, co-founder and CEO of Chief, a network designed exclusively for high-achieving women in leadership positions. Chief membership provides a private networking platform to connect and support women executives from all industries. Currently, Chief has over 20,000 paid members across 12,000 organizations, including Apple, Google, Amazon, Disney, IBM, Nike, Goldman Sachs, Netflix, Pfizer, Walmart, HBO, Lyft, and New York Times. That's a long and distinguished list. Chief is a GGV portfolio company. Prior to founding Chief, Carolyn was the SVP Senior Vice President of Operations at Handy, a home services marketplace. Previously, Childers led the launch of Soap.com, where she was the general manager through its acquisition by Amazon. She has also held strategy and business development roles at Victoria's Secret and Avon Products. Carolyn began her career in finance, working in investment banking at Deutsche Bank.

To commemorate International Women's Day this year, we are thrilled to introduce a special series featuring some of the inspiring female founders in GGV's portfolio. Kicking off the series is Carolyn Childers, co-founder and CEO of Chief, a network designed exclusively for high-achieving women in leadership positions. Chief membership provides a private networking platform to connect and support women executives from all industries. Currently, Chief has over 20,000 paid members across 12,000 organizations, including Apple, Google, Amazon, Disney, IBM, Nike, Goldman Sachs, Netflix, Pfizer, Walmart, HBO, Lyft, and New York Times. That's a long and distinguished list. Chief is a GGV portfolio company. Prior to founding Chief, Carolyn was the SVP Senior Vice President of Operations at Handy, a home services marketplace. Previously, Childers led the launch of Soap.com, where she was the general manager through its acquisition by Amazon. She has also held strategy and business development roles at Victoria's Secret and Avon Products. Carolyn began her career in finance, working in investment banking at Deutsche Bank.

欢迎大家回到《创业内幕》！经过两个月的短暂等待， 《创业内幕》第五季重磅回归。在本期节目中，我们请到了GGV纪源资本的运营合伙人严峻，他同时也是Wish的CEO及公司董事会成员。跨境电商行业与10年前相比有哪些变化？直播带货在美国或东南亚能够被复制吗？今天我们就请严峻以Wish的发展为路径，聊一聊当下跨境电商浪潮下的隐秘江湖。【02：06】严峻介绍自己和Wish这家公司【02：53】重回执掌Wish，久违亦如初见【03：40】同时担任GGV运营合伙人与Wish CEO之间的关系【05：46】此次出任CEO最紧迫的任务【07：20】提升“士气”与文化建设的举措【11：40】Wish如何面对新秀们的竞争压力【14：22】Wish的供应链在疫情后是否受到巨大挑战【17：53】随着通胀的加剧用户是否向一线城市迁移【20：57】跨境电商与10年前相比有哪些变化【24：42】Wish在物流方面的亮点【28：49】不同国家线上和线下零售的区别【32：27】东南亚能否实现当日、次日达【35：53】严峻在GGV主要关注哪些赛道【38：08】直播带货在美国或东南亚能够被复制吗【49：05】Wish团队的技术、运营、终端客服比例【53：06】给想要做跨境电商的创业者一些建议【57：05】推荐书籍《百岁人生》《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

Overview Barr Moses, Co-Founder and CEO of Monte Carlo, joins on the podcast. Prior to founding Monte Carlo, Barr was the VP of customer success operations at Gainsight and holds a bachelors of science in mathematics and computer science from Stanford. In today's episode Barr shares her inspiration for founding Monte Carlo, the cost and harms of poor quality data, the five principles of data observability, and her top predictions for data trends in 2023. About Barr Moses Barr Moses is CEO & Co-Founder of Monte Carlo, a data reliability company and creator of the data observability category, backed by Accel, GGV, Redpoint, ICONIQ Growth, Salesforce Ventures, IVP, and other top Silicon Valley investors. Previously, she was VP Customer Operations at customer success company Gainsight, where she helped scale the company 10x in revenue and, among other functions, built the data/analytics team. Prior to that, she was a management consultant at Bain & Company and a research assistant at the Statistics Department at Stanford University. She also served in the Israeli Air Force as a commander of an intelligence data analyst unit. Barr graduated from Stanford with a B.Sc. in Mathematical and Computational Science. Social Handles LinkedIn Barr's Twitter Monte Carlo's Twitter Learn more about our mission and become a member here: https://www.womenindata.org/ --- Support this podcast: https://anchor.fm/women-in-data/support

Nikita Shamgunov is Co-Founder & CEO of Neon, the open-source serverless postgres database platform. Neon separates storage and compute to offer autoscaling, branching, and bottomless storage. Their open source project, also called Neon, has 6.5K stars on Github. Neon has raised $30M from investors including GGV and Khosla. In this episode, we dig into the Neon founding story of starting a scalable alternative to AWS Aurora, why it's important to separate storage and compute, Neon's partner strategy, Nikita's thoughts on the "DevCloud" movement & much more!

Co-hosts Yolanda Fintschenko (Startup Tri-Valley) and Lynn Naylor (Innovation Tri-Valley Leadership Group) finish up the Startup Tri-Valley #GameChangers2022 podcast series with a conversation with Mike Fitzsimmons, CEO and co-founder of Crosschq, the company who has  pioneered Human Intelligence Hiring™, the next essential software category for building great companies and optimizing quality of hire. Crosschq is backed by GGV, Bessemer, Tiger Global, Rocketship, SAP, Okta and Salesforce / Slack on its mission to change hiring forever. Read their latest report on hiring here .In addition to his role as CEO of Crosschq, Mike serves as a partner at sports tech venture fund, Intersect Ventures.  Mike has founded and led several companies, including Connekt, Inc. and Delivery Agent.  Mike is an industry thought leader who has been featured on CNBC, CNN, and Bloomberg as well as in publications NY Times, WSJ, and Forbes.  Over his career, he has completed commercial deals with partners including Comcast, CBS, Fox, Disney, HBO, Sony, Amazon, LG, PayPal among others and has successfully raised over $200M in capital from financial and strategic investors including Bessemer Ventures, GGV Capital, Intel Capital, Liberty Media, Samsung, Dentsu, Deutsche Telekom, SAP and Slack among others.  Awards include Inc. 500 Fastest-Growing Media Company, Ernst & Young Entrepreneur of the Year Finalist, and Deloitte & Touche Fast 50 Silicon Valley.

Hello and welcome back to Equity, a podcast about the business of startups, where we unpack the numbers and nuance behind the headlines.This is our Wednesday show, where we niche down to a single person, think about their work and unpack the rest. This week, Mary Ann interviewed Hans Tung, prolific investor and managing partner of GGV, a venture firm with more than $9 billion in assets under management.The pair had a great conversation on:How Hans is advising portfolio companies to weather this downturn What he's looking for in new investmentsHow startups can stay relevant no matter the economic environmentWhat he'd be if he weren't a VC (hint: Mark Cuban follows a similar playbook)His new initiative around embedded fintechWith two decades of experience in investing in companies such as Affirm and Airbnb, Hans has been through more than one cycle and his calm, steady approach to handling challenging macro environments comes through. We had lots of fun learning more about what Hans thinks about investing and what he views as the best advice he's ever received; I hope you will, too! As always, the full crew will be back on Friday, but keep up with Equity in the meantime @EquityPod on Twitter.Equity drops at 10:00 a.m. PT every Monday and at 7:00 a.m. PT on Wednesdays and Fridays, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts. TechCrunch also has a great show on crypto, a show that interviews founders, one that details how our stories come together and more!

2022年几乎对所有人都不容易，但加密货币世界的这一年更加艰险。去年年末，中心化加密货币交易所FTX的暴雷又一次开启了币圈残酷的寒冬。为什么金融天才总是能骗到资本与名流？FTX的暴雷背后，有哪些偶然和必然？监管为什么始终无法信任去中心化的机构？请听本期节目，Lambda与小P的精彩论述。 本期内容仅代表主播的个人观点，不代表主播所属的机构，也不构成任何专业意见或者建议。 本期节目是忽左忽右和边角聊的串台联合节目。 - 本期话题成员 - 程衍樑（微博@GrenadierGuard2） Lambda，密码朋克爱好者，比特币玩家，码农，《边角聊》主播 小P，法律工作者（豆瓣：小p），《边角聊》主播 - 时间轴 - 04:00 什么是做市商 07:00 FTX交易所的背景：文体明星背书 11:00 FTX把自己包装成了潮流，与老钱做区分 14:45 动荡的前奏：三箭资本与稳定币Luna的暴雷 16:15 币安赵长鹏的角色：中东恩怨、清仓挤兑与最后的稻草 26:00 SBF其人：利他主义、对冲天才、上一轮牛市的大赢家 29:00 SBF在币圈名声并不好，但是深得传统金融机构的青睐 33:00 两大挪用手法：虚假法币账户与无规则无限制的内部操作 39:30 政治骑墙的SBF：名义上捐助民主党，私下资助共和党 41:15 精英人设为什么永远可以圈钱成功 49:00 FTX是披着去中心化外衣的中心化交易所 52:00 去中心化交易所被误伤：当监管敲错门 58:00 法律人为什么发自内心害怕去中心化：没有抓手 01:00:45 去中心化之辩：私钥、电子签名、和代码值得信任吗 01:08:00 用户理解不了去中心化，依然还是一个“麻瓜与巫师”的故事 01:13:15 法律虽然古老滞后，但必须也必然会跟上技术的步伐 - 音乐 - Danse Macabre - Busy Strings - Kevin MacLeod -支持我们的赞助商是对我们最好的支持- CAA中国&美丽中国 - 新春佳节来临之际，CAA中国、美丽中国与JustPod共同推出一档公益播客——《听见美好的声音》。邀请到了体育、影视、艺术等领域的嘉宾，与来自云南、广东、广西、甘肃、福建乡村学校的小朋友和美丽中国的支教老师们，用书信的方式展开对话，分享书单影单，并交流2022年的感悟和2023年的新年计划。欢迎大家在苹果播客、小宇宙、喜马拉雅搜索并订阅《听见美好的声音》。 GGV纪源资本 - 创业者的一手讲述；科技创投行业的新鲜干货；顶级投资大佬对创投、商业、科技的所见所闻所想；引人思考的创业故事……全在GGV纪源资本与JustPod打造全新播客「GGV投资笔记」。12月20号起，每周二与周四上线，你可以在任意播客应用搜索「GGV投资笔记」订阅收听。 - 制作团队 - 声音设计 hotair 节目统筹 禾放 节目运营 小米粒 节目制作 hualun logo设计 杨文骥 - 本节目由JustPod出品 © 2023 上海斛律网络科技有限公司 - - 互动方式 - 商务合作：ad@justpod.fm 微博：@忽左忽右leftright @播客一下 @JustPod 微信公众号：忽左忽右Leftright 微信公众号：JustPod / 播客一下 小红书：JustPod气氛组 / 忽左忽右 抖音：忽左忽右 B站：忽左忽右leftright

2022年几乎对所有人都不容易，但加密货币世界的这一年更加艰险。去年年末，中心化加密货币交易所FTX的暴雷又一次开启了币圈残酷的寒冬。为什么金融天才总是能骗到资本与名流？FTX的暴雷背后，有哪些偶然和必然？监管为什么始终无法信任去中心化的机构？请听本期节目，Lambda与小P的精彩论述。本期内容仅代表主播的个人观点，不代表主播所属的机构，也不构成任何专业意见或者建议。本期节目是忽左忽右和边角聊的串台联合节目。- 本期话题成员 -程衍樑（微博@GrenadierGuard2）Lambda，密码朋克爱好者，比特币玩家，码农，《边角聊》主播小P，法律工作者（豆瓣：小p），《边角聊》主播- 时间轴 -04:00 什么是做市商07:00 FTX交易所的背景：文体明星背书11:00 FTX把自己包装成了潮流，与老钱做区分14:45 动荡的前奏：三箭资本与稳定币Luna的暴雷16:15 币安赵长鹏的角色：中东恩怨、清仓挤兑与最后的稻草26:00 SBF其人：利他主义、对冲天才、上一轮牛市的大赢家29:00 SBF在币圈名声并不好，但是深得传统金融机构的青睐33:00 两大挪用手法：虚假法币账户与无规则无限制的内部操作39:30 政治骑墙的SBF：名义上捐助民主党，私下资助共和党41:15 精英人设为什么永远可以圈钱成功49:00 FTX是披着去中心化外衣的中心化交易所52:00 去中心化交易所被误伤：当监管敲错门58:00 法律人为什么发自内心害怕去中心化：没有抓手01:00:45 去中心化之辩：私钥、电子签名、和代码值得信任吗01:08:00 用户理解不了去中心化，依然还是一个“麻瓜与巫师”的故事01:13:15 法律虽然古老滞后，但必须也必然会跟上技术的步伐- 音乐 -Danse Macabre - Busy Strings - Kevin MacLeod-支持我们的赞助商是对我们最好的支持-CAA中国&美丽中国 - 新春佳节来临之际，CAA中国、美丽中国与JustPod共同推出一档公益播客——《听见美好的声音》。邀请到了体育、影视、艺术等领域的嘉宾，与来自云南、广东、广西、甘肃、福建乡村学校的小朋友和美丽中国的支教老师们，用书信的方式展开对话，分享书单影单，并交流2022年的感悟和2023年的新年计划。欢迎大家在苹果播客、小宇宙、喜马拉雅搜索并订阅《听见美好的声音》。GGV纪源资本 - 创业者的一手讲述；科技创投行业的新鲜干货；顶级投资大佬对创投、商业、科技的所见所闻所想；引人思考的创业故事……全在GGV纪源资本与JustPod打造全新播客「GGV投资笔记」。12月20号起，每周二与周四上线，你可以在任意播客应用搜索「GGV投资笔记」订阅收听。- 制作团队 -声音设计 hotair 节目统筹 禾放节目运营 小米粒节目制作 hualunlogo设计 杨文骥- 本节目由JustPod出品 © 2023 上海斛律网络科技有限公司 -- 互动方式 -商务合作：ad@justpod.fm微博：@忽左忽右leftright @播客一下 @JustPod 微信公众号：忽左忽右Leftright微信公众号：JustPod / 播客一下小红书：JustPod气氛组 / 忽左忽右抖音：忽左忽右B站：忽左忽右leftright

2022年的前几个月，符绩勋一直待在上海，直到5月的时候封控解除，他开始了一趟为期数月、跨越北美洲、亚洲的异国出差。 他在加拿大和美国停留了一个月，6月，又回到新加坡，回到中国的时候已经7月中旬。8月底的时候，符绩勋又到了中东。 “钱变得贵了“，这是过去一年企业和投资人的共同感想。全球暴跌的IPO数量和动荡的资本市场时刻提醒着人们，估值体系已经发生了根本变化。过去投资人愿意为未来的愿景买单，而如今投资逐渐回归了它的本质。 经历了“沉寂”的2022年，在估值逻辑重构的未来，投资人应该如何判断趋势？新兴市场上有什么机会？中国市场的新增长点在哪里？纪源资本全球管理合伙人符绩勋将结合自己这一年的所思所想，与你分享他的看法。本期投资笔记，让我们一起听听他的讲述。 -本期讲述者- 符绩勋，纪源资本全球管理合伙人 -延伸阅读- GGV纪源资本符绩勋：钱变得贵了，聊聊我对2023年的预测与判断 -互动方式- 微信添加小助手（cynmxzs）获取更多节目资讯 本节目由纪源资本出品，JustPod制作发行

2022年世界杯决赛在即，但这些热闹已经和巴西队无关了。在本届世界杯开赛前，围绕巴西国家队黄色球衣的争议给球队带来不小的压力，而球王贝利也一度传出过病危的消息，最终内马尔领衔的巴西队在八强战中就早早出局，让球迷再次心碎。要理解巴西足球的这些话题，我们要回看巴西足球过去的一百年。为什么强人巴尔加斯用足球塑造了现代巴西？为什么许多巴西球迷如此崇敬名宿苏格拉底？而为什么黄色巴西球衣又成为了今年总统大选最有代表性的视觉符号？请听本期节目Hualun的详细拆解。 - 本期话题成员 - 程衍樑（微博@GrenadierGuard2） Hualun，亚利桑那州立大学法律博士（J.D.），翻转体育主播 - 时间轴- 02:50 巴西前总统“热带特朗普”博索纳罗 03:50 博索纳罗的崛起和巴西黄色球衣密不可分 07:30 卢拉和劳工党的世界杯梦想碎了一地 12:00 巴西足球的左派运动：苏格拉底和“科林蒂安民主” 14:00 军政府的军管风格诱发了巴西足球中的左派觉醒 15:25 苏格拉底被戏称为巴西足球的“切格瓦拉” 18:00 为什么圣保罗州冠军在巴西这么受重视 21:15 82年巴西队在巴西球迷心中自带美好的滤镜 25:30 强人政治家巴尔加斯作为“巴西斯大林” 26:15 强人巴尔加斯与新首都巴西利亚的规划 28:00 墨索里尼逼迫国际米兰改名的往事 28:25 巴尔加斯同样强制要求俱乐部改掉外文名称 32:20 倒挂金钩射门来自“黑珍珠”莱昂尼达 33:30 落叶任意球的说法来自巴西名宿迪迪 34:30 马拉卡纳球场是巴西足球记者影响力的实体表现 35:45 巴尔加斯政府塑造出了混血的“新巴西”形象 39:00 巴西战舞与巴西足球之间的交叉：Ginga舞步 40:45 贝利为什么会被立法确认为巴西的“国家宝藏” 44:10 贝利居然参与了中美邦交正常化的历史进程 45:50 贝利为什么是最“忽左忽右”的足球明星 47:50 执掌巴西和世界足球半个世纪的若奥-阿维兰热 50:20 贝利和马拉多纳当选FIFA世纪球王背后的考量 53:00 巴西足球名宿们在博索纳罗身上找到了认同和支持 56:00 苏格拉底用自己的欧洲足球前程“威胁”巴西军政府 58:00 耐克经典系列广告“美丽足球”象征着国际化的巴西 59:45 巴西足球的一百年究竟是诅咒还是祝福？ 01:00:45 黄色球衣的设计师本人非常反对博索纳罗 01:01:45 卢拉希望将黄色球衣事件息事宁人 01:03:10 黄色球衣可能已经失去了团结巴西的魔力 01:07:15 未来的巴西政治家还是很难绕开巴西足球 - 音乐 - Danse Macabre - Busy Strings - 支持我们的赞助商是对我们最好的支持 - GGV纪源资本 - 创业者的一手讲述；科技创投行业的新鲜干货；顶级投资大佬对创投、商业、科技的所见所闻所想；引人思考的创业故事……全在GGV纪源资本与JustPod打造全新播客「GGV投资笔记」。12月20号起，每周二与周四上线，你可以在任意播客应用搜索「GGV投资笔记」订阅收听。 - 制作团队 - 声音设计 hotair Supermassiver 节目统筹 禾放 节目运营 小米粒 节目制作 hualun logo设计 杨文骥 - 本节目由JustPod出品 © 2022 上海斛律网络科技有限公司 - - 互动方式 - 商务合作：ad@justpod.fm 微博：@忽左忽右leftright @播客一下 @JustPod 微信公众号：忽左忽右Leftright 微信公众号：JustPod / 播客一下 小红书：JustPod气氛组

2022年世界杯决赛在即，但这些热闹已经和巴西队无关了。在本届世界杯开赛前，围绕巴西国家队黄色球衣的争议给球队带来不小的压力，而球王贝利也一度传出过病危的消息，最终内马尔领衔的巴西队在八强战中就早早出局，让球迷再次心碎。要理解巴西足球的这些话题，我们要回看巴西足球过去的一百年。为什么强人巴尔加斯用足球塑造了现代巴西？为什么许多巴西球迷如此崇敬名宿苏格拉底？而为什么黄色巴西球衣又成为了今年总统大选最有代表性的视觉符号？请听本期节目Hualun的详细拆解。- 本期话题成员 -程衍樑（微博@GrenadierGuard2）Hualun，亚利桑那州立大学法律博士（J.D.），翻转体育主播- 时间轴-02:50 巴西前总统“热带特朗普”博索纳罗03:50 博索纳罗的崛起和巴西黄色球衣密不可分07:30 卢拉和劳工党的世界杯梦想碎了一地12:00 巴西足球的左派运动：苏格拉底和“科林蒂安民主”14:00 军政府的军管风格诱发了巴西足球中的左派觉醒15:25 苏格拉底被戏称为巴西足球的“切格瓦拉”18:00 为什么圣保罗州冠军在巴西这么受重视21:15 82年巴西队在巴西球迷心中自带美好的滤镜25:30 强人政治家巴尔加斯作为“巴西斯大林”26:15 强人巴尔加斯与新首都巴西利亚的规划28:00 墨索里尼逼迫国际米兰改名的往事28:25 巴尔加斯同样强制要求俱乐部改掉外文名称32:20 倒挂金钩射门来自“黑珍珠”莱昂尼达33:30 落叶任意球的说法来自巴西名宿迪迪34:30 马拉卡纳球场是巴西足球记者影响力的实体表现35:45 巴尔加斯政府塑造出了混血的“新巴西”形象39:00 巴西战舞与巴西足球之间的交叉：Ginga舞步40:45 贝利为什么会被立法确认为巴西的“国家宝藏”44:10 贝利居然参与了中美邦交正常化的历史进程45:50 贝利为什么是最“忽左忽右”的足球明星47:50 执掌巴西和世界足球半个世纪的若奥-阿维兰热50:20 贝利和马拉多纳当选FIFA世纪球王背后的考量53:00 巴西足球名宿们在博索纳罗身上找到了认同和支持56:00 苏格拉底用自己的欧洲足球前程“威胁”巴西军政府58:00 耐克经典系列广告“美丽足球”象征着国际化的巴西59:45 巴西足球的一百年究竟是诅咒还是祝福？01:00:45 黄色球衣的设计师本人非常反对博索纳罗01:01:45 卢拉希望将黄色球衣事件息事宁人01:03:10 黄色球衣可能已经失去了团结巴西的魔力01:07:15 未来的巴西政治家还是很难绕开巴西足球- 音乐 -Danse Macabre - Busy Strings - 支持我们的赞助商是对我们最好的支持 -GGV纪源资本 - 创业者的一手讲述；科技创投行业的新鲜干货；顶级投资大佬对创投、商业、科技的所见所闻所想；引人思考的创业故事……全在GGV纪源资本与JustPod打造全新播客「GGV投资笔记」。12月20号起，每周二与周四上线，你可以在任意播客应用搜索「GGV投资笔记」订阅收听。- 制作团队 -声音设计 hotair Supermassiver节目统筹 禾放节目运营 小米粒节目制作 hualunlogo设计 杨文骥- 本节目由JustPod出品 © 2022 上海斛律网络科技有限公司 -- 互动方式 -商务合作：ad@justpod.fm微博：@忽左忽右leftright @播客一下 @JustPod 微信公众号：忽左忽右Leftright微信公众号：JustPod / 播客一下小红书：JustPod气氛组

在短视频如此火热的当下，产出一个社交媒体上精美的视频作品困难吗？你认为在制作视频的过程中，创作者们最大的痛点会是什么？本期的《创业内幕》，我们邀请到的是中国中国领先的音视频生产协同平台分秒帧的创始人、CEO 程刚，和GGV 纪源资本投资经理任伯言Neal，和他们聊聊如何解决短视频创作者们的痛点，以及音视频行业这个赛道的发展和前景。【02：09】程刚介绍自己和分秒帧这家公司【04：14】因为怎样的契机开始创业【10：53】音视频协同以前如何解决沟通问题的【13：25】GGV如何看待音视频赛道【16：02】国产工具在音视频行业的渗透率高吗【19：48】产品对算力的要求会是初创公司的挑战吗【23：15】拿到融资后如何分配【24：31】3年服务上百万用户，做对了什么【32：02】在产品功能迭代上印象深刻的增加或删减【34：18】产品收费对用户数量的影响【38：06】中国的SaaS行业在收费方面的巨变【41：40】哪些大客户在使用分秒帧【43：10】会接受公司被收购吗【47：09】考虑过出海吗【51：36】目前需求比较迫切的岗位【52：19】推荐稻盛和夫的《活法》《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结 交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

你了解国内目前的区块链行业吗？在这个赛道上创业的公司具体在做哪些工作？普通人如何在区块链行业挖到第一桶金？今天我们的创业内幕，我们邀请到的是区块链安全服务提供商Secure3 创始人、CEO夏远，和GGV纪源资本投资副总裁邝英挥与投资经理林峰，听一听他们在区块链安全生态领域的解读和前沿性观点。【03：10】夏远介绍自己和Secure3【04：19】过去在Facebook与airbnb工作的帮助【06：42】web2.0和web3.0的社区人群的区别【08：45】Secure3具体有哪些工具和服务【14：35】区块链的本质属性是否意味着容易出问题【20：03】GGV认为zecure3在赛道上的过人之处【23：24】区块率行业中国和国外的团队情况【32：14】形式化验证技术在区块链安全领域的领先性【40：49】目前全球看来区块链行业的从业者数量【46：20】“所有行业中的人都是临时出来学的”【52：33】Secure3的招聘信息《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结 交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

什么叫异步视频沟通协作工具？它和传统的视频沟通工具有哪些区别？未来会成为一种主流的沟通方法吗？今天的创业内幕，我们邀请到的是原则科技创始人郭晓力和GGV纪源资本投资经理Neal，来听听他们对上面这些问题的回答。【01：47】郭晓力简单介绍自己和原则科技【02：29】一个早婚早育的创业者的体验【03：32】详细介绍一下异步视频沟通协作工具【05：09】郭晓力过去的从业经历【06：30】GGV如何看待这个机会【08：14】为什么选择二次创业【09：04】和美国的对标项目Loom相比的不同【11：32】关注产品的名字是很产品经理的一个观察【12：41】产品在怎样的场景中解决怎样的问题【16：03】GGV和郭晓力的渊源【17：20】GGV对原则科技的判断【24：16】芦笋会有针对企业向的应用吗【25：49】谈谈幕布被收购的过程【27：56】如果芦笋将来面临收购会怎样【30：17】需要怎样的人才储备和战略能力【31：20】芦笋的第一个用户【36：10】芦笋带来的颠覆性体验【37：29】芦笋在10年后会是怎样的产品形态【38：31】原则科技的招聘信息【39：04】推荐一本书吧《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结 交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

Kishore Gopalakrishna, co-founder and CEO of StarTree, created a solution to a database problem with his co-worker and eventual co-founder Xiang Fu while working at LinkedIn. At the time, LinkedIn was debuting its now-popular feature called Who's Viewed Your Profile, which required the ability to slice and dice massive amounts of data in real time. Kishore and Xiang developed what they called Apache Pinot, a real-time distributed analytical processing data store used to deliver scalable real-time analytics with very low latency. The pair went on to found their open source company, StarTree, in 2019 to build a commercial version of Apache Pinot. The analytics provided by its technology are increasingly essential for all kinds of business decision makers, and the company's quickly emerged as a leader in serving up real-time user-facing analytics at very low latency—for millions. In this episode, Kishore talks about the solutions StarTree provides, its key relationship with the developer community and the roadmap for the company, which just announced a $47 million series B led by GGV, with participation from investor existing investors, Bain and CRV as well as new investor Sapphire Ventures.

Ben Brennan, former guest, accomplished author, and QSTAC CEO, guest hosts today's "turn the tables" episode... and interviews Dan Turchin, PeopleReign CEO. Learn about Dan's vision for augmenting human intelligence with machine intelligence and how AI will be used to give the next billion employees back an hour a day.Listen and learn...The origin story behind this podcastWhat's required to use AI to improve employee experiences How many new jobs will be created by AI in the next five years according to The World Economic ForumThe right way for investors to identify talent and catalyze innovationHow Ben learned the value of human-centric AI from his days at Yahoo, Box, and TwitterReferences in this episode:Mark Settle, serial CIO, on AI and the Future of WorkDr. Mark van Rijmenam, The Digital Speaker, on AI and the Future of WorkRory O'Driscoll from Scale Ventures Partners on AI and the Future of WorkAshu Garg from Foundation Capital on AI and the Future of Work Glenn Solomon from GGV on AI and the Future of Work The great Katie Stanton, PeopleReign investor from Moxxie Ventures

公司成立5年，服务客户160万，覆盖终端用户7.8亿，短时间内获得巨大成功的原因是什么？创业最艰难的时候是如何度过的？本期的创业内幕，我们邀请到的是知识服务SaaS工具小鹅通的创始人鲍春健和GGV纪源资本合伙人吴陈尧，一起聊了聊小鹅通在过去五年的幸运和艰难。【02：31】鲍春健介绍自己和小鹅通【04：18】小鹅通能顺利接入微信生态的原因【07：03】创业最艰难的时候是怎么度过的【10：52】家里钱花光时候家人的态度【14：45】小鹅通如何短时间内如此成功【20：42】投资是一种艺术，最好大家都认可【23：26】小鹅通的融资路径【27：35】小鹅通是产品驱动还是服务驱动【31：32】怎么看待和解决客户的不合理需求【37：35】小鹅通能够脱颖而出的原因【47：20】推荐一本书或一部剧 【52：03】小鹅通的招聘渠道《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结 交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

服饰供应链系统的工作流程是怎样的，它主要提供哪些服务？领猫如何在六年之内做到国内最强，实现多次产品迭代？本期的创业内幕，我们邀请到了中国最大的鞋服时尚行业供应链SaaS服务商领猫的创始人、CEO李应离，以及GGV纪源资本投资副总裁朱刚，请他们一起来聊一聊领猫的成长和纺织行业数字化背后的布局。【02：42】李应离介绍自己和领猫【05：06】起名为领猫的原因【07：28】服装品牌内部的信息化是怎样的情况【08：23】客户用了领猫会实现怎样的变化【10：03】领猫如何帮网红解决服装品牌问题【13：06】定价策略的考虑【14：05】如何发现领猫这个创业机会【17：26】有关第一个大客户的故事【20：07】客户要需要花多大的成本来购买服务【22：25】纺织行业数字化背后的布局【26：20】领猫是否踩在柔性供应链风口上应运而生 【28：15】六年时间产品经历了怎样的迭代【31：04】领猫保持非常高的续约率的原因【34：43】新的一轮融资打算用在哪里【37：50】领猫和GGV互相选择的原因【41：20】对自己影响最大的一本书《创业内幕》粉丝群已经开通在这里，你可以跟节目制作人/主持人直接沟通，也可以第一时间了解到GGV线下活动动态，见到GGV纪源资本的投资人，结 交其他互联网圈子里的小伙伴。入群方式：1）添加微信号"cynmxzs"（“创业内幕小助手”首字母）为好友，并在好友请求中标注“创业”2）把你的全名和职称发给创业小助手如果您想约访谈，请添加小助手微信，并附上访谈嘉宾简介，小助手将帮您对接。

Over the last 10 days, we have seen unprecedented levels of layoffs from some of the biggest quick commerce providers in the world from Getir to GoPuff to Zapp and Gorillas. Today we dive into the world of quick commerce in emerging markets to uncover what is the same and what is different about the model in emerging markets. Usman Gul is the Founder & CEO @ Airlift, one of the fastest-growing quick commerce providers in the world with core operations in Pakistan. Airlift has raised over $100M in funding from First Round, Josh Buckley, Sam Altman, and 20VC. Ralf Wenzel is the Founder & CEO @ JOKR, a unique provider in the quick commerce market with their dual operations in both the US and LATAM. They are one of the only providers to operate in both emerging and developed economies. To date, JOKR has raised over $288M from Softbank, Balderton, GGV, and Kaszek to name a few. Aadit Palicha is the Founder & CEO @ Zepto, they have taken the Indian quick commerce market by storm since their early days in YC. To date, Aadit has raised over $360M with Zepto from YC, Lachy Groom, Breyer Capital, and Rocket Internet to name a few. In Today's Episode on Quick Commerce in Emerging Markets You Will Learn: 1.) Emerging Markets vs Developed Economies: Where is Quick Commerce Best? What are the single biggest benefits for quick commerce providers in emerging markets? What are the single biggest challenges of operating quick commerce companies in emerging markets as compared to developed economies? From a cost of goods and delivery perspective, what is the single biggest difference comparing operating in emerging markets? 2.) Warehouses, Picking and Delivery: The Economics Broken Down: What % of revenue does Zepto, Airlift and JOKR spend on average for new warehouses in mature markets? How does this change over time? How do they select warehouse locations? What % of revenue is picking costs for Zepto, Airlift and JOKR? What are some needle moving things that could reduce this picking cost? What % of revenue is delivery costs for Zepto, Airlift and JOKR? What levers can make this driver efficiency and delivery cost more efficient? What % of AOV does Airlift and Zepto charge for delivery? How does Zepto leverage power users to subsidise the delivery costs for newly acquired users? Why does JOKR not agree with charging delivery fees? How does charging delivery fees impact usage, frequency and AOV? 3.) Product Selection and Margins: Who Goods Have The Highest Margins? How do Zepto, Airlift and JOKR select the products they sell? How do the margins differ across different product categories? Why is fruit and vegetable the most important category for all three providers? What other metrics are heavily impacted by large spend on fruit and vegetable spend? 4.) AOV and Customer Spend: What is Good? What is the AOV for Airlift, JOKR and Zepto today? How do new markets compare to more mature markets? What are the drivers of the increase? Why does Zepto not believe that AOV is the right metric to be tracking? Why is gross profit per order the right metric to be tracking? 5.) Additional Business Models: Advertising: How much revenue does JOKR, Airlift and Zepto make from advertising revenue today? What can be done to increase this? How have JOKR been able to scale advertising revenue in such a short space of time? What has worked? What has not worked? How important is advertising revenue to the future sustainability of the business model?

Steve Harvey is the CEO of BitSight, the cyber security platform used by nearly a quarter of the Fortune 500 companies and multiple government agencies around the world. With a background in risk assessment, Steve spent 13 years at the Institutional Shareholder Services (ISS) and became the CEO of BitSight in 2020, just before the COVID-19 pandemic. Because so many businesses were forced to go digital and adopt the work-from-home model, cyber-attacks became more prevalent than ever. Steve certainly had his work cut out for him, but in two short years made multiple acquisitions and received a $250M investment from Moody's. With over 2,400 customers, BitSight has quickly become the most widely used security ratings service in the world and is showing no signs of slowing down. GGV is an incredibly proud investor in BitSight, with our own Glenn Solomon sitting on the board since 2016. In this episode, Steve talks about removing disruption at the highest level and entering a well-established company at its tipping point.

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.We have a great conversation on top this week with Jeff Richards, Managing Partner at GGV Capital. Founded in 2000, GGV manages nearly $10B in AUM and invests across stages in both the US and Asia, and has invested in companies such as AirBnB, Wish, Opendoor, and Grab. This was a great conversation as Jeff has been both on the founder and investor side, and has spent the last 14 years at GGV where he’s had a front-row seat to the incredible evolution of the firm to what it is today. He provided us with some great thoughts on the markets today, the challenges of growing a firm, and how the current geopolitical tensions may affect international investing. About Jeff Richards:Jeff focuses on enterprise/cloud and marketplace investments, and led GGV’s investments in Appirio (acq by Wipro), Belong, BigCommerce (NASDAQ: BIGC), BlueKai (acq by Oracle), Boxed, Brightwheel, Buddy Media (acq by Salesforce), Coinbase (NASDAQ: COIN), Electric.ai, Evolv OnDemand (acq by Cornerstone), Gladly, Handshake, HotelTonight (acq by Airbnb), Lambda School, Mindee, Namely, People.ai, PlushCare/Accolade (NASDAQ: ACCD), Slice, Tala, Tile, Vic.ai, Workboard, and Zylo.Prior to joining GGV, Jeff founded two software companies: R4, a supply chain SaaS business acquired by VeriSign (NASDAQ: VRSN), and QuantumShift, a telecom software business backed by Texas Pacific Group (TPG). Earlier in his career, Jeff worked in Asia and Latin America with PriceWaterhouseCoopers. He graduated from Dartmouth College.Our sponsor:At Brex, we build financial software and services to help startups scale faster. We understand that founders need to focus on building, not banking. So we’ve reimagined traditional financial systems to enable greater speed and productivity — no matter where founders and their teams are working.We offer a smart corporate card, business account, and mobile app that are easy to use from day one. No manuals needed here. Within minutes, you can deposit funds, send free wires and ACH worldwide, separate investor funds from operating expenses, earn great rewards, automate expenses, and more. Everything we do at Brex is to help founders spend less time managing expenses and reporting on your runway — and more time building your business.Get started at brex.com/ventureIn this episode we discuss:02:06 Jeff’s journey into venture capital08:30 What it took to scale GGV to what it is today14:32 How they had to shift internal mindset as they scaled fund sizes20:55 How the current market compares to previous cycles27:33 The health of the current venture market and areas where Jeff sees growth potential33:46 Advice to investors looking to create a venture portfolio39:30 How the geopolitical climate is affecting investing both in the US and globally46:26 Why emerging markets are still a strong place to look for alpha in the current market48:11 The best piece of career advice he’s receivedI’d love to know what you took away from this conversation with Jeff. Follow me @SamirKaji and give me your insights and questions with the hashtag #ventureunlocked. If you’d like to be considered as a guest or have someone you’d like to hear from (GP or LP), drop me a direct message on Twitter.Podcast Production support provided by Agent Bee Agency This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit ventureunlocked.substack.com

Guillermo Rauch is the Founder and CEO of Vercel, a cloud platform provider used to develop, preview, and ship frontend websites and applications using their Next.js open-source framework. Originally from Argentina, Guillermo taught himself JavaScript at just eleven years old and has developed multiple open-source libraries since then. He would go on to co-found LearnBoost and Cloudup, both of which were acquired by Automattic in 2013. Since the founding of Vercel in 2015, the company has already achieved Unicorn status, with GGV being a proud investor and having led a very successful $150M Series D round. Vercel now services more than 25,000 customers worldwide, including major companies like Uber and Facebook. In this episode, Guillermo talks about using open-source software to build communities and the importance of maintaining a developer-oriented approach. This episode is co-hosted by GGV Investor, Oren Yunger.