Podcasts about Power law

In Episode 318 of The Block Runner Podcast, hosts William and I-man dig into the booming collectibles wave: Collector Crypt's exploding revenue, twenty five hundred dollar Pokemon packs, and a new SDK that lets anyone build a storefront on top of real-world graded card inventory. They ask why gambling on cardboard might be crypto's next consumer onramp, and where it goes after Pokemon. Then they unpack Bitcoin's power law: a new analysis that fit only the first six years of price data yet nailed the next decade. What do those assumptions hide, and why is the Coinbase CEO shrugging off quantum risk and the long-term security budget? As the guys put it, when no OG Bitcoiner is concerned, that's concerning. Finally, they cover BigNoodle graduating on NAT.fun. The AI DePIN project revealed its art, the market reacted instantly, and it previews how Vibe Studio turns market data into a creative compass. Disclosure: The hosts are founders of NAT.fun and hold positions in assets discussed. Nothing in this episode is financial advice. Watch the full episode on YouTube and subscribe to the newsletter at TheBlockRunner.com.

Sebastian Mallaby (@scmallaby) is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations, a two-time Pulitzer Prize finalist, and the author of six books, including More Money Than God, The Power Law, The Man Who Knew, and The World's Banker. His latest book is The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.This episode is brought to you by:Eight Sleep Pod Cover 5 sleeping solution for dynamic cooling and heating: EightSleep.com/TimAG1 Pro all-in-one nutritional supplement: DrinkAG1.com/TimWealthfront high-yield cash account: Wealthfront.com/Tim Wealthfront disclaimer: New clients get 3.30% base APY from program banks + additional 0.75% boost for 3 months on your uninvested cash (max $150k balance). Terms and conditions apply. The Cash Account offered by Wealthfront Brokerage LLC (“WFB”) member FINRA/SIPC, not a bank. The base APY as of 1/30/26 is representative, can change, and requires no minimum. Tim Ferriss, a non-client, receives compensation from WFB for advertising and holds a non-controlling equity interest in the corporate parent of WFB, which creates a conflict of interest. Individual experiences and outcomes will differ. Instant withdrawals may be limited by your receiving firm and other factors. Investment advisory services provided by Wealthfront Advisers LLC, an SEC-registered investment adviser. Securities investments: not bank deposits, not bank-guaranteed or FDIC-insured, and may lose value.*Timestamps[00:00:00] Start.[00:02:11] The twinkly eyed polymath who became Sebastian's next book.[00:06:55] Picking the next book project the way a great VC picks a startup.[00:09:41] Why God keeps crashing the superintelligence party.[00:11:13] Shane Legg's grainy 2009 prophecy — and the nervous giggle.[00:13:11] Ilya Sutskever burns an effigy.[00:13:54] Demis at 4 a.m., hunting God's algorithm.[00:18:43] Super-abundance, Mad Max, and the China shock lesson.[00:22:39] The kitchen debate with Geoff Hinton that flipped Sebastian.[00:24:06] Why a zero-percent chance of doom is indefensible.[00:24:52] Will Washington seize the labs? The Mythos wake-up call.[00:27:18] Anthropic's bull case, bear case, and a dead parent's letter.[00:33:24] Where Sebastian and Benedict Evans part ways.[00:38:16] Is the SaaS apocalypse overdone? One word: Palantir.[00:39:53] The AI friend you'll never switch.[00:41:56] Does Google win consumer AI by default?[00:44:45] Four cities, eight days: China actually talks safety.[00:47:28] A Cold War non-proliferation playbook for AI.[00:49:45] Did the chip export controls actually work?[00:51:49] Burned doves: why Washington swears China won't talk.[00:54:56] "By 2028, the race is over" — one lab boss' bet.[00:59:11] Inside Hikvision: toddlers, sensors, and US sanctions.[01:01:07] Bill Gurley's Uber bet: venture capital perfected.[01:05:18] Luke Nosek bear-hugs DeepMind into existence.[01:10:52] Thiel's heresy: never invest by committee.[01:11:59] How Founders Fund nearly fumbled the deal of the century.[01:14:30] Selling to Google for $650M: a secret British heist?[01:16:41] The Traitorous Eight, gardening leave, and the UK's to-do list.[01:20:55] Ender's Game: "That's really how I see myself."[01:23:42] Too dumb for Gödel, Escher, Bach? Maybe an LLM can help.[01:25:19] If not Demis or Sam, then Dario.[01:26:04] My royalties cliff — and what dropped in late 2022.[01:27:47] Lila Sciences and the labs that run themselves.[01:31:13] Sebastian's billboard: "Prepare your mind."[01:35:14] The one thing Sebastian will never outsource to AI.[01:40:09] Parting thoughts.For show notes and past guests on The Tim Ferriss Show, please visit tim.blog/podcast.For deals from sponsors of The Tim Ferriss Show, please visit tim.blog/podcast-sponsorsSign up for Tim's email newsletter (5-Bullet Friday) at tim.blog/friday.For transcripts of episodes, go to tim.blog/transcripts.Discover Tim's books: tim.blog/books.Follow Tim:Twitter: twitter.com/tferriss Instagram: instagram.com/timferrissYouTube: youtube.com/timferrissFacebook: facebook.com/timferriss LinkedIn: linkedin.com/in/timferrissSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Vergiss den Traum von der plötzlichen Kursexplosion über Nacht – Bitcoin folgt einem viel mächtigeren Gesetz aus der Natur. Gemeinsam mit Holger Wolff zeige ich dir in dieser Folge, warum der Bitcoin-Preis wie eine Großstadt wächst und warum wir laut mathematischen Berechnungen im Jahr 2034 exakt bei einer Million Dollar pro Coin landen werden. Wir sprechen über die eiserne Verteidigungslinie bei aktuell knapp 60.000 Dollar, die statistisch gesehen nie wieder nachhaltig unterschritten wird, und warum sogar Milliardäre wie Michael Saylor diesen Preispfad insgeheim nutzen. Außerdem erfährst du, wie die USA den Markt über Stablecoins komplett aufrollen und Bitcoin als endgültiges Fundament für das globale Geldsystem nutzen werden.- Holger auf LinkedIn- Scientific Bitcoin InstituteLEADING PARTNER

Bitcoin Power Law targets are pointing to a massive move ahead for crypto markets! We break down the latest Bitcoin price predictions, key support and resistance levels, and what the Bitcoin Power Law suggests for this bull cycle. Plus, top crypto news and altcoin updates on XRP, Ethereum, Solana, and the biggest opportunities in crypto right now.

✔️ BTC has 3-4 months to push as low as possible before the market finds its bottom✔️ A year-long correction would take us through to October...✔️ BTC Oversold on daily. BTD.✔️ The big event will be CLARITY getting passed.✔️ BTC has hit all four targets✔️ Max pain is front running the crowd.✔️ Bitcoin is now at one of the largest negative deviations from the Power Law model✔️ Without a FTX 2.0 catalyst, the Bitcoin bottom is in!✔️ Mt. Gox moves 110,422.65 BTC ($739M)✔️ Mastercard is announcing plans to expand settlement capabilities✔️ Charles basically telling ADA holders it's over...✔️ Zambians are about to get access to Bitcoin cross-border payments✔️ Sources:► https://x.com/killaxbt/status/2061837282378690787► https://x.com/davthewave/status/2061918794193519035► https://x.com/ansellindner/status/2061782285372821607► https://x.com/ansellindner/status/2061949479134146656► https://x.com/ashcrypto/status/2061889119303905513► https://x.com/jesseolson/status/2061801073241899029► https://x.com/cryptoposeidonn/status/2061832375122743395► https://x.com/snz_btc/status/2062167958399373318► https://x.com/mithcoons/status/2061852927895978416► https://x.com/bitcoinnewscom/status/2061907454582030545► https://finance.yahoo.com/markets/crypto/articles/mt-gox-moves-739m-bitcoin-132553569.html► https://x.com/Mastercard/status/2062234742590779529► https://x.com/Pledditor/status/2062207746770927641► https://x.com/Coinicarus/status/1805577950768574963► https://x.com/ToxiKat27/status/2062242855951978548► https://x.com/blitzwalletapp/status/2062161952672022843► https://x.com/LuganoPlanB/status/2062157473180537044► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

Brief Summary:Bitcoin briefly fell below $66K this morning before rebounding toward roughly $66,800.Ethereum fell below $1,900, confirming weakness after losing the $2,000 level earlier this week.Bitcoin is down nearly 12% over the past week as ETF outflows continue to accelerate.U.S. spot Bitcoin ETFs recently posted a record 10-day outflow streak totaling $2.97 billion.Crypto-linked stocks are also under pressure, including Strategy, Coinbase, and Circle.Strategy's recent sale of 32 BTC for about $2.5 million continues weighing on sentiment because it broke the company's long-standing accumulation narrative.Digital asset treasury inflows reportedly collapsed to about $180 million in May, down 95% from April.Software and AI-related stocks are outperforming Bitcoin, showing that risk capital is rotating away from crypto and toward tech.The U.S. Treasury sanctioned four Iran-based crypto exchanges: Nobitex, Bitpin, Ramzinex, and Wallex.Reuters reported Nobitex was accused of helping Iran's government and sanctioned institutions, including the IRGC, evade Western sanctions.AP reported Nobitex handled more than half of Iran's digital asset transactions last year.Crypto PACs are spending millions in U.S. primaries, with Maryland becoming the next major focus.Liquidation risk remains elevated after yesterday's large wipeout and today's break below $66K.CoinDesk says Bitcoin is now near the lower boundary of the long-term Power Law corridor, a level that historically has preceded rebounds.A new BIS working paper highlights how stablecoin flows may influence short-term U.S. Treasury yields. Hosted on Acast. See acast.com/privacy for more information.

QUOTES FOR REFLECTION“The belly is an ungrateful wretch, it never remembers past favors, it always wants more tomorrow.”~Aleksandr Solzhenitsyn (1918-2008) in One Day in the Life of Ivan Denisovich “…sin is treason against a Holy God… Sin lurks in our hearts and grabs us by the throat to do its bidding.”~Rosaria Champagne Butterfield, English professor and author “As if we could think of anything more difficult than to love God with all our heart, all our soul, and all our strength! Compared with this law, everything could be considered easy…[For] the law cannot do anything else than to accuse and blame all…, to convict, and, as it were, apprehend them; in fine, to condemn them in God's judgment: that God alone may justify, that all flesh may keep silence before him.”~John Calvin (1509-1564), French-born theologian and reformer “…reason is not king in human beings, the heart is. Therefore, to change your actions, you must change your desires. But your desires will change, only if the Holy Spirit who wrote the Bible also writes his laws on your heart…. Now, in effect, justification gives us a heart transplant. For at the same time that we receive the gift of justifying faith by which we are credited with Christ's extrinsic righteousness, God also sheds abroad in our hearts a new love for him and one another. This new heart love for him, from him, naturally redirects our wills away from sinful selfishness towards a life lived in thankful obedience to God's commands. Even though we continue to have to struggle with the pull of concupiscence in our mortal bodies, the supernatural power of God's abiding love has fundamentally changed us….”~John Ashley Null, theologian at Humboldt University Berlin and North African Bishop “…the unique message of the New Testament is this: For those who are in Christ, and therefore in the Spirit, the battle against sin is to be fought in an atmosphere of victory, not defeat.… Our way of viewing ourselves should reflect this kind of victorious faith.”~Anthony Hoekema (1913-1988), Dutch-born theologian “The pharisee within usurps my true self whenever I prefer appearances to reality, whenever I am afraid of God, whenever I surrender the control of my soul to rules rather than risk living in union with Jesus, when I choose to look good and not be good….”~Brennan Manning (1934-2013), author and former priestSERMON PASSAGERomans 7:7-25 (NASB)Romans 6 20 For when you were slaves of sin, you were free in relation to righteousness. 21 Therefore what benefit were you then deriving from the things of which you are now ashamed? For the outcome of those things is death. 22 But now having been freed from sin and enslaved to God, you derive your benefit, resulting in sanctification, and the outcome, eternal life. 23 For the wages of sin is death, but the gracious gift of God is eternal life in Christ Jesus our Lord. Romans 7 1 Or do you not know, brothers and sisters (for I am speaking to those who know the Law), that the Law has jurisdiction over a person as long as he lives? 2 For the married woman is bound by law to her husband as long as he is alive; but if her husband dies, she is released from the law concerning the husband. 3 So then, if while her husband is alive she gives herself to another man, she will be called an adulteress; but if her husband dies, she is free from the law, so that she is not an adulteress if she gives herself to another man. 4 Therefore, my brothers and sisters, you also were put to death in regard to the Law through the body of Christ, so that you might belong to another, to Him who was raised from the dead, in order that we might bear fruit for God. 5 For while we were in the flesh, the sinful passions, which were brought to light by the Law, were at work in the parts of our body to bear fruit for death. 6 But now we have been released from the Law, having died to that by which we were bound, so that we serve in newness of the Spirit and not in oldness of the letter.7 What shall we say then? Is the Law sin? Far from it! On the contrary, I would not have come to know sin except through the Law; for I would not have known about coveting if the Law had not said, “You shall not covet.” 8 But sin, taking an opportunity through the commandment, produced in me coveting of every kind; for apart from the Law sin is dead. 9 I was once alive apart from the Law; but when the commandment came, sin came to life, and I died; 10 and this commandment, which was to result in life, proved to result in death for me; 11 for sin, taking an opportunity through the commandment, deceived me, and through it, killed me. 12 So then, the Law is holy, and the commandment is holy and righteous and good. 13 Therefore did that which is good become a cause of death for me? Far from it! Rather it was sin, in order that it might be shown to be sin by bringing about my death through that which is good, so that through the commandment sin would become utterly sinful. 14 For we know that the Law is spiritual, but I am fleshly, sold into bondage to sin. 15 For I do not understand what I am doing; for I am not practicing what I want to do, but I do the very thing I hate. 16 However, if I do the very thing I do not want to do, I agree with the Law, that the Law is good. 17 But now, no longer am I the one doing it, but sin that dwells in me. 18 For I know that good does not dwell in me, that is, in my flesh; for the willing is present in me, but the doing of the good is not. 19 For the good that I want, I do not do, but I practice the very evil that I do not want. 20 But if I do the very thing I do not want, I am no longer the one doing it, but sin that dwells in me. 21 I find then the principle that evil is present in me, the one who wants to do good. 22 For I joyfully agree with the law of God in the inner person, 23 but I see a different law in the parts of my body waging war against the law of my mind, and making me a prisoner of the law of sin, the law which is in my body's parts. 24 Wretched man that I am! Who will set me free from the body of this death? 25 Thanks be to God through Jesus Christ our Lord! So then, on the one hand I myself with my mind am serving the law of God, but on the other, with my flesh the law of sin. 1 Corinthians 1556 The sting of death is sin, and the power of sin is the Law; 57 but thanks be to God, who gives us the victory through our Lord Jesus Christ.

Demis Hassabis, Co-Founder and CEO of Google DeepMind, refused to leave London, challenged Google on AI safety and helped lead DeepMind back into the AI race.Sebastian Mallaby, author of The Infinity Machine and The Power Law, joins Andreas Munk Holm to discuss the founder psychology of Demis, the story behind DeepMind and why Europe may be entering a new era in technology.The conversation explores DeepMind's fundraising journey, the Google acquisition, the merger with Google Brain, AI safety, sovereign technology and why Demis remains sceptical of parts of Silicon Valley culture despite operating at the centre of it.Timestamps(00:00) Why Demis Hassabis matters(01:12) Why DeepMind could not raise from European VCs(07:35) The Peter Thiel chess story(11:00) What DeepMind reveals about European venture(14:42) Why Europe's tech ecosystem is accelerating(18:20) European sovereignty, defence tech and AI(21:20) DeepMind's sale to Google and tensions over AI safety(29:40) The founder psychology of Demis(41:35) Google's ChatGPT moment and Gemini's comeback(45:05) Demis' critique of Silicon Valley(50:45) Europe's AI sovereignty problem(54:05) Final thoughts and Sebastian's new bookSubscribe to EUVC, the home of European tech, for more insights.

Welcome back to Impact Theory with Tom Bilyeu. In today's deep dive, we're unpacking the often-misunderstood story of Sweden's economic transformation—and the crucial lessons it holds for America. Our host challenges the popular narrative that Sweden's “Nordic model” is a socialist success story, revealing instead how excessive wealth redistribution led to Sweden's economic collapse in the 1990s. We'll explore how the country's dramatic shift toward market reforms reignited innovation and prosperity, and why attempts to replicate a large-scale welfare state—without robust economic growth—are doomed to fail. Drawing on global case studies, tax migration, and the pitfalls of top-down controls, you'll learn why wealth creation must come before redistribution, and why real solutions require fiscal discipline and honest debate about the costs of our social programs. If you've ever wondered what America can—and can't—learn from Sweden, this episode is for you. 00:00 - Intro 02:33 - Part 1: The Real Sweden — How They Killed the Nordic Model and Got Rich 07:04 - Part 2: The Power Law of Prosperity — Why Socialism Fails at Scale 20:03 - Part 3: How Every Bloated Welfare State Eventually Collapses 26:39 - Part 4: The Path Forward — How America Avoids Sweden's Mistake What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodAT&T Business: Switch to AT&T Business at business.att.com Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact Monetary Metals: Future-proof your wealth at https://monetarymetals.com/impact Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome back to Impact Theory with Tom Bilyeu. In today's deep dive, we're unpacking the often-misunderstood story of Sweden's economic transformation—and the crucial lessons it holds for America. Our host challenges the popular narrative that Sweden's “Nordic model” is a socialist success story, revealing instead how excessive wealth redistribution led to Sweden's economic collapse in the 1990s. We'll explore how the country's dramatic shift toward market reforms reignited innovation and prosperity, and why attempts to replicate a large-scale welfare state—without robust economic growth—are doomed to fail. Drawing on global case studies, tax migration, and the pitfalls of top-down controls, you'll learn why wealth creation must come before redistribution, and why real solutions require fiscal discipline and honest debate about the costs of our social programs. If you've ever wondered what America can—and can't—learn from Sweden, this episode is for you. 00:00 - Intro 02:33 - Part 1: The Real Sweden — How They Killed the Nordic Model and Got Rich 07:04 - Part 2: The Power Law of Prosperity — Why Socialism Fails at Scale 20:03 - Part 3: How Every Bloated Welfare State Eventually Collapses 26:39 - Part 4: The Path Forward — How America Avoids Sweden's Mistake What's up, everybody? It's Tom Bilyeu here: If you want my help... STARTING a business: join me here at ZERO TO FOUNDER:  https://tombilyeu.com/zero-to-founder?utm_campaign=Podcast%20Offer&utm_source=podca[%E2%80%A6]d%20end%20of%20show&utm_content=podcast%20ad%20end%20of%20show SCALING a business: see if you qualify here.:  https://tombilyeu.com/call Get my battle-tested strategies and insights delivered weekly to your inbox: sign up here.: https://tombilyeu.com/ ********************************************************************** If you're serious about leveling up your life, I urge you to check out my new podcast, Tom Bilyeu's Mindset Playbook —a goldmine of my most impactful episodes on mindset, business, and health. Trust me, your future self will thank you. ********************************************************************** FOLLOW TOM: Instagram: https://www.instagram.com/tombilyeu/ Tik Tok: https://www.tiktok.com/@tombilyeu?lang=en Twitter: https://twitter.com/tombilyeu YouTube: https://www.youtube.com/@TomBilyeu Ketone IQ: Visit https://ketone.com/IMPACT for 30% OFF your subscription orderQuince: Free shipping and 365-day returns at https://quince.com/impactpodAT&T Business: Switch to AT&T Business at business.att.com Incogni: Take your personal data back with Incogni! Use code IMPACT at the link below and get 60% off an annual plan: https://incogni.com/impactShopify: Sign up for your one-dollar-per-month trial period at https://shopify.com/impact Netsuite: Right now, get our free business guide, Demystifying AI, at https://NetSuite.com/Theory Quo: Try for free PLUS get 20% off your first 6 months at https://quo.com/impact Monetary Metals: Future-proof your wealth at https://monetarymetals.com/impact Learn more about your ad choices. Visit megaphone.fm/adchoicesSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Most of what you do in marketing will not produce the results you desire. That's the harsh reality behind the mathematical structure of marketing.  But it's your mind that turns mathematical realities into a problem.  Here's what I mean: After racking up a couple of embarrassing marketing failures, most advisors think they're a failure and give up. They don't realize that every marketing failure skyrockets their odds of disproportionate success.  So, yes, 90% of your marketing efforts are basically worthless. 90% of my marketing efforts are basically worthless too.  But as long as you don't quit, then every failure brings you closer to your next marketing campaign being wildly successful because it allows the mathematical structure to work. Listen now. Show highlights include: The "Power Law" secret which explains why you put so much effort into marketing and get so little back (and more importantly, how to "flip" this law to work for you) (2:17)  A paradigm-shifting story from Y Combinator that will forever change how your approach marketing (it's also how Peter Thiel made $1 billion from one investment) (4:56)  Why it can be a good thing that your marketing produces no tangible results… as long as steer clear of these 2 common mistakes (7:34)  How the "Power Law" takes your marketing failures and uses them to increase the odds of wildly disproportionate results for future campaigns (10:31)  The "Double Down" rule that prevents your mind from sabotaging your marketing success (14:02)  How to radically increase your odds of marketing success by adding more "positions to your portfolio" (20:09)  Why advisors' analytical mind is the single biggest obstacle you'll face in marketing (20:49) Since you listen to this podcast, I want to give you a gift: If you subscribe to the Inner Circle Newsletter, I'll send you a collection of seven "objection busting" and copyright free emails, personally written by me, that you can use right away to begin getting more clients. Sign up here: https://TheAdvisorCoach.com/Coaching. Then, let me know you subscribed, and I will reply back with a link where you can download them for free.

Is Bitcoin's price actually predictable? Physicist Giovanni Santostasi, Director of the Scientific Bitcoin Institute, joins Natalie Brunell to argue that Bitcoin's 15-year trajectory isn't random — it follows a Power Law, the same pattern behind earthquakes, cities, and galaxies. Giovanni breaks down the formula, what makes Bitcoin's "fingerprint" unique, and what would have to happen for the model to break. If he's right, $1M & $10M Bitcoin isn't a prediction...it's a calculation. Follow Giovanni on X: https://x.com/Giovann35084111 ----- Order Natalie's new book "Bitcoin is For Everyone," a simple introduction to Bitcoin and what's broken in our current financial system: https://amzn.to/3WzFzfU  --- Coin Stories is powered by Gemini. Invest as you spend with the Gemini Credit Card. Earn up to 4% back in sats on everyday purchases like gas and groceries. Sign up today https://www.gemini.com/natalie  ---- Ledn is the global leader in Bitcoin-backed loans, issuing over $10 billion in loans since 2018, and they were the first to offer proof of reserves. With Ledn, you get custody loans, no credit checks, no monthly payments, and more. Get .25% off your first loan, learn more at https://www.Ledn.io/natalie  ---- Earn passive Bitcoin income with industry-leading uptime, renewable energy, ideal climate, expert support, and one month of free hosting when you join Abundant Mines at https://www.abundantmines.com/natalie  ---- Natalie's Bitcoin Product Partners: Check out my favorite lightning wallet and trivia app Speed Wallet. If you're a business, let Speed help you accept BTC like they did for Steak 'n Shake! Visit http://speed.app/natalie/ and use code COINSTORIES10 for 5,000 free sats Block's Bitkey Cold Storage Wallet was named to TIME's prestigious Best Inventions of 2024 in the category of Privacy & Security. Get 20% off using code STORIES at https://bitkey.world   Master your Bitcoin self-custody with 1-on-1 help and gain peace of mind with the help of The Bitcoin Way: https://www.thebitcoinway.com/natalie  With BitcoinIRA, you can invest in bitcoin 24/7 inside a tax-advantaged IRA. Choose a Traditional IRA to defer taxes, or a Roth IRA for tax-free withdrawals later. Take control of your future with BitcoinIRA: https://www.bitcoinira.com/natalie  Natalie's Upcoming Events: Join Natalie and Chris Kline, Co-Founder of BitcoinIRA, for a live conversation on how you can create a Bitcoin Strategic Reserve inside a tax-advantaged retirement account. Reserve your spot today https://streamyard.com/watch/xRTAvysyCPiX  Join us for the biggest Bitcoin conference in Europe at BTC Prague this June 10-13 with a keynote from Michael Saylor, Code HODL for discounted passes: https://btcprague.com/  The best time to plan for Bitcoin 2027 is right now. Early bird tickets are live — grab the lowest pricing available and use code HODL for 10% off: https://tickets.b.tc/event/bitcoin-2027?promoCodeTask=apply&promoCodeInput=HODL    Extra Services to Consider: Protect yourself from SIM Swaps that can hack your accounts and steal your Bitcoin. Join America's most secure mobile service, trusted by CEOs, VIPs and top corporations: https://www.efani.com/natalie   Ditch your fiat health insurance like I did four years ago! Join me at CrowdHealth: www.joincrowdhealth.com/natalie  ---- This podcast is for educational purposes and should not be construed as official investment advice. Ads in this episode are baked-in and may reference promotions or offers that are no longer available at the time of listening. ---- VALUE FOR VALUE — SUPPORT NATALIE'S SHOWS Strike ID https://strike.me/coinstoriesnat/ Cash App $CoinStories #money #Bitcoin #investing

(0:00) Intro (1:24) About the podcast sponsor: The American College of Governance Counsel (2:11) Start of interview *reference to the BRI from LCDA (3:54) Eddie's origin story (6:27) Eddie's investment focus  (7:44) The rise of AI and its impact on him (9:06) Eddie's roles in investment over the past 35 years (as GP and LP). (8:32) His current endeavors: 1) Board member in mutual funds (Calvert Funds); 2) Independent director and Chair elect of Global X Venture Fund; 3) Chief Strategy Officer at Leadview Capital; and 4) Advisor at Bullpen.ai (19:38) Dealing with AI hallucinations (e.g. Sullivan & Cromwell example) (23:13) Convergence of AI, ESG, and Governance: "It's dramatic" (25:00) "Stocks will be tokenized, markets will be much more liquid." "Wall street is trying to put liquid claims on illiquid investments" *WSJ Nasdaq's Plan for 24/7 Tokenized Stock Trading (31:20) Geopolitical Challenges in Investing and for Boards. *Example of Meta-Manus breakup. "We live in a selectively connected world." (34:00) Politicization and social issues in corporations. Board Adaptation to Rapid Changes (38:19) AI and Audit Committee Responsibilities (40:30) Bridging the AI Knowledge Gap "Boards are under prepared." *References to Stanford GSB cases: Netflix Approach to Governance and the Artificially Intelligent Boardroom (46:10) Changing Dynamics in Board Practices. "It's a matter of time before companies like SAP or Microsoft move into corporate auditing, or Amazon starts offering mutual funds. The incumbents just don't see it coming." (47:10) Power Laws and Growth in Private Markets. (50:31) Books that have greatly influenced his life: The Power Broker, by Robert Caro (1974) The Tipping Point, by Malcolm Gladwell (2000) U2 by U2, by Bono, The Edge, Adam Clayton, Larry Mullen Jr. with Neil McCormick (2006) (52:56) His mentors. (53:56) Quotes that he thinks of often or lives her life by: "Prioritize by impact" "Recognize the good in everyone" (55:10) An unusual habit or an absurd thing that he loves: obsession with curating music playlists. (55:06) The living person he most admires: Bono and Bad Bunny. Eddie Ramos is the Chief Strategy Officer for Leadview Capital. He is also currently on the board of Morgan Stanley's Calvert Mutual Funds and Global X Venture Fund, serving as the Chairman of the Audit Committee for both. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

Today's combined broadcast brings together a full slate of politically charged discussions spanning government accountability, immigration enforcement, public trust in institutions, high-profile legal actions, and media influence on public perception. Across multiple segments, the hosts debate claims of political overreach, contested legal interpretations, and the growing intensity of rhetoric surrounding federal agencies, elected officials, and recent security-related incidents.

Ever wonder how venture capitalists actually judge your startup behind closed doors? In this episode of the BRAVE Southeast Asia Tech Podcast, Jeremy Au breaks down the brutal reality of VC economics and the math that drives the tech industry. We explore why just 5% of startups generate almost all of a fund's returns (The Power Law) and why struggling founders often get left behind. We also dive into real-world case studies, analyzing the dramatic valuation shifts during Instacart's IPO, and unpacking the legendary $1 Billion dilemma faced by the founders of Instagram (Kevin Systrom) and Snapchat (Evan Spiegel). Whether you're building an AI-native startup in Singapore or scaling a deep-tech company in the Philippines, understanding MOIC, DPI, and how the smart money moves is crucial. 00:00 - The VC's Dual Role: Value-Add vs. Portfolio Judge 01:02 - The Power Law: Why 5% of Startups Carry the Fund 01:38 - The Help Paradox: Prioritizing Winners Over Strugglers 02:23 - Case Study: Valuation Shifts in the Instacart IPO 04:21 - Exit Outcomes: Liquidations, Acqui-hires, and Cash-outs 04:58 - The $1 Billion Dilemma: Instagram vs. Snapchat 05:59 - Going Public & Raising VC Funds (LP/GP Dynamics) 06:51 - The Brutal Math of VC Returns: MOIC & DPI 09:03 - Outro & Community Resources Watch, listen or read the full insight at https://www.bravesea.com/blog/vc-economics-exit-strategies Get transcripts, startup resources & community discussions at https://www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter X : https://x.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 #VentureCapital #Business #Startup #Podcast #southeastasia #techpodcast

Key Account Management (KAM) isn't just about maintaining relationships and securing renewals. Today's business environment demands a new approach—one rooted in strategic growth, deep customer understanding, and proactive leadership. I sit down with Alex Raymond, founder of Amplify, author of "The Growth Department," and leading expert in account management and client engagement, to explore what sets world-class key account managers apart and how organizations can improve their KAM strategies. We discuss how to define and segment key accounts, ways to align strategies with customer objectives, and the best way to access senior decision-makers through stakeholder mapping. Alex also shares his top dos and don'ts for effective account management and shares a real-world example illustrating relentless curiosity and how it leads to strategic growth.   Outline of This Episode [00:00] Mindset, relationships, and strategic focus in key account management [01:38] Power law versus Pareto principle in account management  [03:10] Differences in skill sets and approaches—hunters vs. farmers [04:34] Understanding customer goals and challenges [07:07] Risks of communicating only with lower-level stakeholders  [09:25] Adopting a growth rather than a support mentality  [15:37] Key questions for impactful account plans  [21:09] A real-world example of growing a strategic account Clear Segmentation in Key Accounts Too many companies default to the assumption that their largest customers are automatically "key accounts." However, identifying key accounts digs deeper, weighing not just current size but growth potential, strategic alignment, and the strength of mutual commitment. By focusing on the 10–20% of accounts that generate 80–90% of results, companies can use the power law to prioritize resources and attention where they matter most.   The Hunter–Farmer Divide: Why Role Specialization Matters One of the most common mistakes in account management is assuming that the same employee can seamlessly transition from a new-business "hunter" to a relationship-building "farmer." These roles require fundamentally different skillsets and mindsets. Hunters sell a compelling vision of the future; farmers deliver sustained value, focusing on whether customers are realizing the promised benefits, moving closer to their objectives, and overcoming real-world obstacles. Recognizing this distinction helps organizations assign the right people to the right roles and ensures that post-sale relationships receive the expertise and attention they deserve.   A Customer-Centric Key Account Strategy Building a strategy that aligns with customer objectives requires more than guesswork—it demands insight direct from the source. Often account managers neglect the most obvious step: talking to the customer. Alex recommends structured conversations to uncover not just stated goals but underlying drivers, ongoing initiatives, and pressing challenges. Supporting techniques like SWOT analysis or internal research can help, but nothing replaces genuine, curiosity-driven dialogue.   Unlocking Stakeholder Access and Mapping Relationships Strong, resilient relationships create the safety net for account success. Alex points out two major risks: having too few contacts and being confined to lower levels of the customer's organization. Effective stakeholder mapping means expanding both breadth and depth, forging connections at all relevant levels, especially with the most senior decision-makers. When you target strategic issues, you naturally gain access to those with broader authority and larger budgets.   Making Account Plans Living Documents Too often, account plans become static corporate theater, written once and forgotten. Alex suggests moving to agile, actionable plans that center on high-impact questions: What big problems are we solving? What assumptions need validation? What specific results are we driving? Practical, concise account plans, not cumbersome spreadsheets, help teams stay aligned and responsive. Key account management today is about more than retention; it is strategic, consultative, and growth-oriented. By segmenting strategically, specializing roles, practicing curiosity, leveraging the right tools, and living the owner's mindset, organizations can turn KAM into a true engine for business success.   Resources & People Mentioned The Growth Department by Alex Raymond Account Management Secrets Podcast  Sales Reinvented Episode 233: Connie Kadansky    Connect with Alex Raymond Alex Raymond on LinkedIn    Connect With Paul Watts  LinkedIn Twitter    Subscribe to SALES REINVENTED Audio Production and Show Notes by PODCAST FAST TRACK https://www.podcastfasttrack.com  

“The media has its own agenda, completely separate from anything going on in the real world, creating the story themselves.” — Keith TeareLast night, somebody hurled a Molotov cocktail at Sam Altman's Pacific Heights mansion. I live a couple of hills over, but heard nothing. Meanwhile, the New Yorker hurled its own explosive cocktail at Sam, publishing a 15,000-word hit piece rhetorically entitled “Sam Altman May Control Our Future. Can He Be Trusted?” No, of course, he can't be trusted. Not according to the New Yorker. Especially with something as precious as, gasp, our future.Not everyone, however, is sold on this media cult of personality. In his That Was The Week editorial, Keith Teare tells the media to take their hands off Sam. I don't disagree. Although I'm a bit skeptical of Keith's attempt to demonize what he defines as a “devious” Dario Amodei. Whether it's Altman, Amodei or Google's AI honcho Demis Hassabis, all these guys are prisoners of their company's structures and cultures. They are also victims of today's anti-tech hysteria. It's one thing to blow up Silicon Valley's cartoonish cult of personality, it's quite another to hurl bombs at these people's homes. Enough with all the violence – verbal or otherwise. It never ends well. Five Takeaways•       A Molotov Cocktail at Slippery Sam's House: On Friday night, someone hurled a Molotov cocktail at Sam Altman's Pacific Heights mansion, according to The New York Times. Andrew lives nearby and didn't hear it. The week's zeitgeist had already turned: a 15,000-word New Yorker hit piece by Ronan Farrow and Andrew Marantz, wall-to-wall coverage, Sam moving into Musk-like media-frenzy territory. Keith's editorial: Hands Off Sam Altman. The personality-driven circus has caught fire. Quite literally.•       Anthropic's Mythic Model Finds Decade-Old Vulnerabilities: The actual AI news this week, drowned out by the personality circus. Anthropic's new “Mythic” model autonomously discovered security holes in software that had eluded human experts for years. Dario refused to release it openly until the patches were complete. Treasury Secretary Bessent commented on the implications for banks and government. The signal: AI is becoming systematically better than the best humans at specialist domains. Generalists can probably relax.•       Slippery Sam vs Devious Dario vs Honest Hassabis: Keith's contrarian take: Altman is honest because he's openly dishonest. Amodei is the devious one — a politically liberal narrative wrapped around a commercial juggernaut. Andrew's third way is yesterday's Mallaby interview: Demis Hassabis, the Spinozan one-faced scientist who would rather be at Princeton. But even Demis must have authorised the firing of Mustafa Suleiman. Everyone has a game plan, said Mike Tyson, until they get punched in the face.•       Post of the Week: Keith Replaces WordPress in Ten Minutes: Keith's tweet: he's run two curation sites — seriouslyphotography.com and seriouslybc.com — on WordPress for over a decade. Last Friday afternoon, he asked Anthropic's tools to rewrite them. Ten minutes later, both sites were rebuilt from scratch, fully responsive, WordPress gone. Cost in the old world: tens of thousands of dollars and several months. The Matt Mullenweg vs Matthew Prince debate is settled by the actual technology while the principals are still arguing.•       The End of Ownership? Keith Goes Marxist: Pure capitalism, Keith argues, will produce so much abundance that scarcity ends and self-interested competition with it. “In the future there will be no ownership, or everything will be commonly owned.” Andrew calls it Marx with Tesla characteristics. Eric Ries's forthcoming Incorruptible argues that Patagonia and Mondragon point a different way — structural ethics rather than abundance utopianism. Two visions of the post-AI economy. Both probably wrong. We'll find out. About the GuestSebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. A former Washington Post columnist and Economist contributing editor, he is the author of More Money Than God, The Man Who Knew (winner of the FT and McKinsey Business Book of the Year), The Power Law, and now The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.References:•       The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby.•       Episode 2862: Truth Is Dead — Steven Rosenbaum on AI as a spectacularly good liar. Mallaby's quiet counter-argument.•       Episode 2860: We Shape Our AI, Thereafter It Shapes Us — Keith Teare on agency in our agentic age. Hassabis thinks he can still steer.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:31) - A Molotov cocktail at Sam Altman's Pacific Heights house (02:41) - The New Yorker hit piece: Ronan Farrow, Andrew Marantz, 15,000 words (05:36) - Slippery Sam and the zeitgeist (07:39) - Brian Merchant: it's open season for refusing AI (08:09) - Anthropic's Mythic model finds decade-old vulnerabilities (10:46) - Why even release it? Dario's narcissism (12:12) - Slippery Sam vs Devious Dario (14:11) - Hassabis as the third way (18:29) - The Mustafa Suleiman question (19:17) - Mike Tyson, Kant, Spinoza, and Hobbes (22:09) - Brian Merchant and the new Luddism (23:34) - Anthropic makes a new generation redundant every week (23:34) - Post of the week: Keith rebuilds his sites in 10 minutes (26:39) - Eric Ries on incorruptible companies (30:12) - Patagonia, Berkeley Bowl, Mondragon (35:43) - The end of ownership? Keith goes Marxist

In this episode, we dive deep into the "Power Law" of e-commerce. According to recent data from Marketplace Pulse, the top 1.6% of sellers now generate a staggering 50% of all sales on Amazon. The gap between the "thriving" and the "distressed" is wider than ever.Joining us is Sean Stone, founder of Spillover Commerce, to break down the specific strategies that allow elite brands to dominate the marketplace. We move past basic PPC tactics to explore how the world's most successful brands manufacture their own "unfair advantages."Don't forget to like, subscribe, and hit the notification bell to stay ahead of the e-commerce curve!We'll see you in The PPC Den!

“Doing science is like reading the mind of God.” — Demis Hassabis, quoted in The Infinity MachineThis week's New Yorker uncomplimentary profile of OpenAI's CEO is entitled “The Many Faces of Sam Altman.” But not all AI leaders are quite as many faced as slippery Sam. Take, for example, Demis Hassabis, the North London based co-founder and CEO of Google's DeepMind. In his new biography, The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence, the British journalist Sebastian Mallaby argues that Hassabis is, in contrast, one faced. And that face is not only decent, but informed by the enlightened ethics of Baruch Spinoza and Immanuel Kant.Mallaby presents Hassabis as the anti-Altman. He's stayed at DeepMind for sixteen years, lived in the same London house, drives a decade-old car. Rather than power, Google's AI supremo seeks scientific enlightenment. Like Spinoza, his God is the master watchmaker of the universe. And so doing science, Hassabis explained to Mallaby in one of their many conversations in the backroom of a North London pub, is like reading the mind of God. Decent Demis. Honest Hassabis. Let's just hope this modest and thoughtful tech leviathan can bring Kantian ethics to Silicon Valley's sprint for artificial general intelligence. Five Takeaways•       Hassabis Is the Anti-Altman: Sam Altman has managed to annoy almost everyone he's worked with by saying one thing and doing the opposite. Hassabis has run DeepMind continuously for sixteen years, lives in the same house in Highgate, drives a decade-old car, and spends his discretionary money on Liverpool season tickets. He doesn't want power. He wants scientific enlightenment. Mallaby uses the word advisedly.•       Doing Science Is Like Reading the Mind of God: Hassabis is a Spinozan. The god he believes in is the god Einstein talked about — the fabric of reality understood through scientific inquiry. He reads Kant, he reads Spinoza, he reads widely enough to be a proper polymath. Mallaby sat with him in a Highgate pub for more than thirty hours. What he found was not a Silicon Valley sociopath but an enlightenment figure who thinks AI is the modern version of the telescope.•       The Szilard Pedestrian Crossing: Mallaby asked Hassabis what it felt like to set up DeepMind in 2010. Instead of the usual vague answer, Hassabis painted the scene: the attic office on Russell Square, the heat, the stairs, the greenery outside, the London Mathematical Society three doors down where Turing lectured, and the zebra crossing where the Hungarian physicist Leo Szilard conceived of the nuclear chain reaction in the 1930s. The perfect metaphor: DeepMind as the modern Manhattan Project.•       The Two Categories of Things That Go Wrong: There's the idiot-in-charge category — an evil or stupid person making bad decisions, and you could swap them out. Then there's the structural category: a good person trying their best, defeated by larger forces they cannot control. Hassabis is category two. He wants to make AI safe, but race dynamics between US and China labs make safety nearly impossible to deliver. The failure of governments to intervene is the real story. Not individuals.•       The Go Players Who Quit: When AlphaGo beat the best players in the world, some professional Go players retired — centuries of accumulated human understanding devalued overnight. Others kept playing, using the machine as a tutor to discover patterns they'd never seen. Two responses to superintelligence in one domain. One is mourning. The other is curiosity. Mallaby thinks the second response is the only one worth having. Hassabis agrees. About the GuestSebastian Mallaby is the Paul A. Volcker senior fellow for international economics at the Council on Foreign Relations. A former Washington Post columnist and Economist contributing editor, he is the author of More Money Than God, The Man Who Knew (winner of the FT and McKinsey Business Book of the Year), The Power Law, and now The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence.References:•       The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence by Sebastian Mallaby.•       Episode 2862: Truth Is Dead — Steven Rosenbaum on AI as a spectacularly good liar. Mallaby's quiet counter-argument.•       Episode 2860: We Shape Our AI, Thereafter It Shapes Us — Keith Teare on agency in our agentic age. Hassabis thinks he can still steer.About Keen On AmericaNobody asks more awkward questions than the Anglo-American writer and filmmaker Andrew Keen. In Keen On America, Andrew brings his pointed Transatlantic wit to making sense of the United States — hosting daily interviews about the history and future of this now venerable Republic. With nearly 2,800 episodes since the show launched on TechCrunch in 2010, Keen On America is the most prolific intellectual interview show in the history of podcasting.WebsiteSubstackYouTubeApple PodcastsSpotify Chapters:(00:31) - Introduction: the many faces of Sam Altman (02:00) - Altman's duplicity versus Hassabis's consistency (02:56) - The moral wrestling: is this the Manhattan Project? (04:45) - The ordinary genius in Highgate (06:29) - The Szilard pedestrian crossing and a storyteller off the charts (09:10) - Responding to The Guardian: why Hassabis isn't Altman (12:58) - The two categories of things that go wrong (14:48) - Mustafa Suleiman's remarkable backstory (17:01) - Did Demis fire Mustafa? (19:46) - Class, Eton, and the North London grammar school (22:27) - Spinoza, Kant, and the god of science (25:27) - Doing science is like reading the mind of God (29:57) - Why not Princeton? The money problem (34:12) - The secret DeepMind vs Google negotiation (43:11) - Is Hassabis the next CEO of Google? (48:05) - The Go players who quit

What does it actually take for a venture capitalist to invest in your startup? In this masterclass episode of the BRAVE Southeast Asia Tech Podcast, Jeremy Au breaks down the hidden mechanics of venture capital, how VCs evaluate founders, and the brutal math behind finding the next billion-dollar unicorn. Whether you are building the future in Singapore, Indonesia, Vietnam, or beyond, understanding the VC playbook is critical. Jeremy explores the history of startup funding, the massive difference between private equity and venture capital, and why the tech industry operates on a "power law" where a few Olympic-level outliers take 80% to 90% of the market. We also dive deep into the Startup Financing Cycle—from surviving the "valley of death" with friends and family, to raising money from angel investors, scaling with institutional LPs, and ultimately reaching an IPO If you are an entrepreneur, an operator, or just looking to understand how smart money moves in Southeast Asia and the globe, this is your blueprint. 00:00 Introduction: How VCs Evaluate Unicorn Potential 01:17 The Father of Venture Capital: Georges Doriot 02:00 From Minicomputers to Microcomputers: The DEC Story 03:07 The Financial Ecosystem: Private Equity vs. Venture Capital 04:54 The Power Law vs. Normal Distribution 07:22 Why Meta and TikTok Dominate the Market 08:42 Case Study: Sequoia Capital's 50x Return on WhatsApp 09:43 How a VC Fund is Structured: GPs, LPs, and the 2/20 Rule 11:06 Who Are Limited Partners (LPs)? 13:26 The Startup Financing Cycle: Surviving the Valley of Death 14:39 Angel Investors, Early-Stage VCs, and the Path to IPO Watch, listen or read the full insight at https://www.bravesea.com/blog/venture-capital-101 Get transcripts, startup resources & community discussions at https://www.bravesea.com WhatsApp: https://whatsapp.com/channel/0029VakR55X6BIElUEvkN02e TikTok: https://www.tiktok.com/@jeremyau Instagram: https://www.instagram.com/jeremyauz Twitter X : https://x.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 #VentureCapital #Business #Startup #Podcast #southeastasia #techpodcast

✔️ Bitcoin Continues Tracking business cycle ✔️ What if the quantum FUD was the final shakeout.✔️ Bitcoin's whale-versus-retail delta signals ✔️ The new record for the most consecutive red months is cancelled!✔️ Bitcoin monthly Bollinger band squeezing tighter than it has ever squeezed in its entire history.✔️ Deviation from the Power Law has reached an extreme.✔️ SBR update ✔️ US Treasury has officially begun rolling out rules for the GENIUS Act✔️ SEC approves listing of options on multi-crypto commodity trusts on NYSE✔️ BlackRock just amended its S-1 for the iShares Bitcoin Premium Income ETF ($BITA).✔️ Sources:► https://x.com/cryptorand/status/2039357128708894964► https://x.com/notgrubles/status/2039427032522559835?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinnewscom/status/2039425565933920651?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bitcoinisaiah/status/2039347130389647682?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/cantonmeow/status/2039291277879959985?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/snz_btc/status/2039127286864072749?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bulltheoryio/status/2039406049229438994?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/bulltheoryio/status/2039391531472490583?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/absgec/status/2039400038061731861?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://x.com/cointelegraph/status/2039392379572981935?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► https://startupfortune.com/sec-approves-nyse-arca-options-trading-for-multi-crypto-trusts/► https://x.com/bitcoinnewscom/status/2039403806329286744?s=52&t=CKH2brGypO5fEYTgQ-EFhQ► DONATE TO HELP KEONNE AND BILL https://www.change.org/p/stand-up-for-freedom-pardon-the-innocent-coders-jailed-for-building-privacy-tools✔️ Check out Our Bitcoin Only Sponsors!► https://archemp.co/Discover the pinnacle of precision engineering. Our very first product, the bitcoin logo wall clock, is meticulously machined in Maine from a solid block of aerospace-grade aluminum, ensuring unparalleled durability and performance. We don't compromise on quality – no castings, just solid, high-grade material. Our state-of-the-art CNC machining center achieves tolerances of 1/1000th of an inch, guaranteeing a perfect fit and finish every time. Invest in a product built to last, with the exacting standards you deserve.► Join Our telegram: https://t.me/theplebunderground#Bitcoin #crypto #cryptocurrency #dailybitcoinnews #memecoinsThe information provided by Pleb Underground ("we," "us," or "our") on Youtube.com (the "Site") our show is for general informational purposes only. All information on the show is provided in good faith, however we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site. UNDER NO CIRCUMSTANCE SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SHOW OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SHOW. YOUR USE OF THE SHOW AND YOUR RELIANCE ON ANY INFORMATION ON THE SHOW IS SOLELY AT YOUR OWN RISK.

This week on Swimming with Allocators, Earnest and Alexa chat with Anthony Giambrone, Partner at StepStone Group. Anthony shares his unconventional path from gas station manager and nightclub worker to leading a major global venture allocation platform. The conversation covers his break into investment banking, the scaling of GreenSpring into StepStone, and why relationships, EQ, and consistency across vintages matter more than market timing in venture. Key takeaways include the power-law nature of VC returns, how emerging managers and spinouts can stand out with a real edge and long-term relationship-building, why asset quality matters more than discounts in secondaries, and how AI, liquidity pressures, and longer private company lifecycles are reshaping the next decade of venture capital. Also, Rebecca Stuart, an employment-focused partner at Sidley, explains how she helps venture-backed companies navigate complex employment and co‑founder separations, equity and vesting pitfalls, evolving worker classification and pay transparency laws, and the fast-changing regulatory landscape around AI in hiring and employment decisions. Highlights from this week's conversation include: Anthony's Background and Humble Beginnings (0:42) Importance of Empathy and Relationships in Venture (4:16) Applying Greenspring/StepStone Experience to Today's Market (6:15) StepStone Venture Team, AUM, and Global Footprint (8:07) Why You Can't Time Early Stage Venture (9:38) Vintage Volatility and Power Law in Venture Outcomes (11:23) How Founder Ambition Affects GP and Fund Diligence (14:28) Insider Segment: Co‑Founder Divorce (18:04) Using New Investments to Clean Up Equity and IP (21:43) Employees Demanding Human Review in AI‑Driven Processes (25:43) Fund Slot Constraints and LP Down‑Selection (28:33) Advice for New LPs on Capturing Upper Quartile Returns (31:36) Is Top Quartile Performance Still Good Enough? (33:08) Secondaries Strategy and Asset Quality Over Discounts (34:31) Liquidity Pressures, DPI, and GP‑Led Solutions (38:37) StepStone's 10‑Year Lifecycle Partner Vision (40:35) StepStone Group is a global private markets firm focused on providing customized investment solutions and advisory and data services to its clients worldwide. The firm's venture capital and growth equity platform, built on the foundation of Greenspring Associates, manages $25B+ in AUM across primary fund investments, secondaries, and co-investments, as of June 30, 2025. Learn more at www.stepstonegroup.com. Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this conversation, Giovanni Santostasi discusses his new book 'The Physics of Bitcoin' and the application of power law analysis to understand Bitcoin's growth, value, and long-term behavior. The conversation covers the scientific basis of Bitcoin's patterns, the significance of power laws in natural and social systems, and how this framework challenges common narratives about exponential growth.Timestamps:(00:00) - Intro(02:14) - Why write 'The Physics of Bitcoin'?(06:18) - The significance of Bitcoin's Power Law (10:28) - Bitcoin's growth: Power law vs Exponential models(21:41) - The nature of Bitcoin as a network effect(29:46) - How would bitcoin's power law be falsified?(37:30) - Bitcoin's price floor(41:35) - Can it break to the upside?(43:14) - Will Bitcoin hit a saturation point?(52:51) - Sustainable nature of Bitcoin's growthLinks: https://x.com/Giovann35084111http://thephysicsofbitcoin.com https://scientificbitcoininstitute.org/ Stephan Livera links:Follow me on X: @stephanliveraSubscribe to the podcastSubscribe to Substack

In this episode, we welcome Professor Andrew Lang (University of Edinburgh), a leading critical voice in international economic law and global political economy. Andrew's work poses a deceptively simple but analytically demanding question: how do law and expertise make global markets possible, and what forms of power and inequality are sedimented within everyday technical decisions? Drawing on his influential scholarship on “global ungovernance” (co-authored with Deval Desai), the conversation examines how contemporary global governance operates through a conjunction of institution-building and managed instability. This is a mode of rule that incorporates critique, problematises its own foundations and keeps central objectives such as the “rule of law” or “sustainability” structurally open to revision. The discussion begins with Andrew's formative engagement with the global justice movements of the early 2000s, and the enduring normative orientation they provided for his scholarship. We then turn to a core intervention in his work: the most consequential forms of expertise are often those that present themselves as technical and apolitical. These modes shape problem definitions, delineate what can be known or measured and determine whose knowledge carries authority within global governance. Joined by student questions, the conversation moves from the “impossibility of closure” to the implications of accountability, agency and ethical responsibility. We explore crisis as a governing strategy, alongside contemporary invocations of “polycrisis” and resilience. Particular attention is paid to technical domains, from carbon accounting standards to supply-chain sustainability metrics, which emerge not as peripheral details but as constitutive elements of the global political economy. The episode closes with a reflection on an unsettled moment in global order, one in which inherited assumptions have eroded, ethical questions can no longer be deferred and a new generation of scholars and practitioners must reconsider what it means to exercise international expertise. Andrew Lang is Professor of International Law and Global Governance at the University of Edinburgh. His research spans international economic law, global political economy and the politics of expertise, with particular emphasis on how legal and technical practices constitute markets and organise global economic life. Andrew Lang's profile can be found here: https://www.law.ed.ac.uk/people/professor-andrew-lang We discussed: ‘Global disordering: Practices of reflexivity in global economic governance,' European Journal of International Law. 2024. 35, 1, p. 1-47. ‘Introduction: Global Un-Governance,' (with D. Desai), Transnational Legal Theory. 2020. 11, 3, p. 219-407.

In this episode of Tank Talks, Matt Cohen sits down with Amar Varma, CEO and Co-Founder of Mantle, a revolutionary platform designed to transform the private investing landscape. As a serial entrepreneur with experience as both a General Partner (GP) and Limited Partner (LP), Amar offers a rare, dual perspective on the world of investment. His background spans multiple industries, including mobile, connected vehicles, and now private market infrastructure, where he is tackling one of the most persistent pain points: the fragmented, manual world of LP operations.Amar dives deep into how Mantle is positioned at the intersection of chaos and clarity, automating the heavy lifting to help investors make better decisions without drowning in documents. From global scaling and customer obsession to the parallels between today's AI transformation and past tech waves like mobile, this conversation covers a lot of ground. Whether you're an investor, allocator, or founder, there's something for everyone in this episode.Amar Varma's Early Influences and Entrepreneurial Spirit (00:02:15)Amar shares his journey from growing up in Ottawa to becoming a serial entrepreneur. He talks about his first exposure to tech industries and how a global perspective shaped his career. The experience of being raised in a government and tech hub like Ottawa gave him early access to innovation and a deep curiosity about the world.The Power of Perseverance and Growth Mindset (00:06:16)Growing up with an immigrant background, Amar reflects on the importance of perseverance and a growth mindset in overcoming struggles. His belief in the value of individual and team struggles is evident in his journey as a founder, investor, and parent.The Shift from Founder to Investor (00:13:50)Amar explains the transition from being a founder to taking a break and exploring the world of investing. His time working as an LP and angel investor gave him insights into the challenges faced by investors, especially when trying to scale operations without sufficient data or structure. This led to his founding of Mantle, which solves many of these problems.The Birth of Mantle: Revolutionizing LP Operations (00:25:40)Mantle is designed to automate and streamline the process of managing private market investments. Amar breaks down how Mantle's software works to track investments, capital calls, K-1s, and investor reports. He discusses the challenges of managing unstructured data and how AI-powered features have allowed Mantle to offer LPs and family offices a more seamless experience.The Power Law of Venture Capital (00:15:49)In the world of venture capital, Amar talks about the concept of the power law, how a few investments end up driving the majority of returns. He also discusses the importance of knowing when something is truly working in early-stage investments and how understanding this can lead to better investment decisions.Family Offices and LP Tech Stacks (00:29:00)Amar explains how Mantle is helping family offices and LPs with managing their investments, especially when dealing with the unstructured documents that are common in private markets. He shares how Mantle is creating a single source of truth for private assets, helping LPs track their investments across multiple funds, and how AI is helping improve efficiency in this space.AI-Driven Insights and Workflows (00:32:01)AI plays a major role in Mantle's value proposition, helping automate workflows, track financial data, and ensure accuracy across private market investments. Amar dives into the layers of AI that are stitched into Mantle's platform to help LPs and family offices gain more insight into their portfolios.The Future of Private Market Investments (00:40:00)Amar discusses the ongoing evolution of private market investments and the role technology, particularly AI, will play in shaping the future of LP operations. He also reflects on how private market infrastructure is moving towards a more standardized and efficient process, making data more accessible and reliable.About Amar VarmaAmar Varma is the CEO and Co-Founder of Mantle, a private market infrastructure platform designed to streamline the operations of LPs and family offices. With a background spanning semiconductor design, mobile technology, connected vehicles, and AI, Amar has built multiple successful startups. As an investor and founder, he has gained invaluable insights into the challenges of scaling and managing private market investments.Connect with Amar Varma on LinkedIn: https://www.linkedin.com/in/amar-varma-8041b9/?originalSubdomain=caVisit the Mantle website: https://withmantle.com/Connect with Matt Cohen on LinkedIn: https://ca.linkedin.com/in/matt-cohen1Visit the Ripple Ventures website: https://www.rippleventures.com/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit tanktalks.substack.com

On this special segment of The Full Ratchet, the following Investors are featured: Somesh Dash of IVP Nnamdi Okike of 645 Ventures Charles Hudson of Precursor Ventures We asked guests for the most important piece of advice that they'd share with folks early in their venture career. The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

(0:00) Intro(1:19) About the podcast sponsor: The American College of Governance Counsel(2:05) Start of interview (2:48) Michael's origin story. Academic Journey and Early Influences. *reference to Correlation Ventures(8:55) About his paper Board Dynamics over the Startup Life Cycle (2020) with Nadia Malenko. (11:30) Role of independent directors in VC-backed companies.(16:05) Control Dynamics in Startup Boards(17:21) The Evolution of Founder Control *Reference to E187 with Brad Feld (Oct 2025)(28:11) The Future of Private Markets(29:21) The Future of IPOs “What's been missing from the IPO market since 1996 is the small- to mid-cap company. In my view, the solution for public markets is to restore their uniqueness by shutting down private secondary markets and making public-market liquidity distinctive again.”(33:40) The Role of Private Equity in Governance(39:47) Distinctions Between VC and PE Boards(42:24) Insights from Private Equity for Public Companies “A PE firm is really an investment bank with a consulting arm, where the partners sit on both sides and have equity in the whole game.” "What PE solves is expertise alignment, and a clear investment horizon for an exit."(47:36) The Impact of AI on Board Governance(50:20) Books that have greatly influenced his life:One Hundred Years of Solitude by Gabriel Garcia Marquez (1967)Culture Series by Ian Banks (1987-2012)A Brief History of Intelligence by Max Bennett (2023)(53:14) His mentors (54:24) Quotes that he thinks of often or lives his life by: "All models are wrong, but some are useful" by George Box(53:15) An unusual habit or an absurd thing that he loves. Watching the Big Lebowski.(55:53) The living person he most admires: Derek Thomson.(57:26) Moving from VC to PE Research in New YorkMichael Ewens is the David L. and Elsie M. Dodd Professor of Finance and co-director of the Private Equity Program at Columbia Business School. You can follow Evan on social media at:X: @evanepsteinLinkedIn: https://www.linkedin.com/in/epsteinevan/ Substack: https://evanepstein.substack.com/__To support this podcast you can join as a subscriber of the Boardroom Governance Newsletter at https://evanepstein.substack.com/__Music/Soundtrack (found via Free Music Archive): Seeing The Future by Dexter Britain is licensed under a Attribution-Noncommercial-Share Alike 3.0 United States License

在這個焦慮的時代，我們都在談成長，但為什麼很多人讀了萬卷書，依然過不好這一生？樊登的《主角模式》給了我們一個極其犀利的答案。這本書裡提到了一個發人深省的心理學實驗：當一群與世隔絕的印第安人第一次看美國電影時，他們對劇情、對話、情感一無所知，唯一能看到的，竟然只有螢幕上一閃而過的「火雞」。這聽起來很荒謬，但其實我們每個人都是那個印第安人。這就是「學習悖論」我們往往看不見自己知識邊界以外的世界，只能在已知的孤島上畫地為牢。更可怕的是「確認偏誤」。我們的大腦像個狡猾的騙子，只讓我們看見自己想看見的，過濾掉那些能真正改變我們的逆耳忠言。就像我在影片中分享的，為了打破這種思維慣性，我強迫自己去讀原本毫無興趣的《系統之美》，去啃那些枯燥的數學與組織架構書。本期視頻，想和大家深度探討：錯誤直覺：為什麼我們會陷入「盲目複製」成功學的陷阱？學習悖論：如何像查理·芒格一樣，建立「多元思維模型」，看見火雞以外的真實世界？失敗：被誤解的隱形資產 從受害者到主角：一場自我的救贖從小到大，我們被教育要追求滿分。但我從兩歲兒子學平衡車的過程中悟出了一個道理：如果一跌倒就停止，他永遠學不會平衡。每一次失敗，其實都是身體在校準重心。 樊登本人曾投資 300 萬辦雜誌，結果血本無歸。在旁人眼裡這是敗筆，但多年後，正是這次慘痛教訓積累的「訂閱制」商業直覺，成就了後來價值連城的讀書會。 這符合矽谷的「冪次法則」(Power Law)：人生是非線性的。你可能失敗九次，但只要第十次成功了，那個回報將覆蓋所有損失。所以，不要害怕嘗試，每一次「無效」的努力，其實都在累積下一次爆發的資產。所謂「主角模式」，就是承認「一隻巴掌拍不響」，承認自己對現狀負有 100% 的責任。試著像一個編劇一樣審視自己的人生：你會讓主角繼續抱怨，還是採取行動？這本書雖然講的是老生常談，但經得起時間考驗的才是智慧。希望這 30 分鐘的分享，能陪你走出思維的洞穴，成為自己故事裡真正的英雄。【時間軸導覽】 00:00 為什麼要成長？躺平不是最好的路 04:00 為什麼盲目複製成功學沒用？ 07:50 認知障礙一：確認偏誤（只看自己想看的） 11:00 認知障礙二：印第安人與火雞（看不見未知的世界） 12:45 為什麼要讀《系統之美》？建立多元思維 17:15 失敗的價值：從兒子騎平衡車談起 19:20 樊登虧損300萬的故事：失敗是隱形資產 25:30 冪次法則：人生不是線性的，要博那一次爆發 27:50 受害者思維 vs 主角思維 31:30 如果你是人生編劇，你會怎麼寫？如果你想在每週一至五聽到更多這樣深度的內容，歡迎訂閱 Sparkplus。讓我們一起在閱讀中，找回掌控人生的力量。 Patreon/Apple Podcast 搜尋：Sparkplushttps://sparkplus.today成長，本質上就是一場對抗本能的戰爭。願我們都能走出認知的洞穴，看見更廣闊的天空。 Hosted on Acast. See acast.com/privacy for more information.

Daily Snippet vom 23.01.2026 Edelmetalle vs. Bitcoin ⚖️ Viele Bitcoin-Modelle (Stock-to-Flow, Power Law) erweisen sich gerade als Humbug. Die Realität? Gold steuert auf die 5.400 $ zu, während Krypto-Investoren auf Verlusten sitzen. Fondsmanager halten Gold zwar für "zu teuer", kaufen es aber trotzdem als sicheren Hafen. Warum Krypto diesen Status gerade verliert, hörst du im Audio Jetzt die Analyse anhören: —— Hier geht es zum Blog: https://www.julianhosp.com/de/blog/daily-snippet-23-01-2026   Folge mir für ehrliche Finanz-Einblicke! —— Montag bis Freitag: Dein persönliches Finanz-Audio. Kompakt, klar und mit den wichtigsten Marktinfos für deinen Vorsprung:

"Of course, central banking, fiat money is bad, but nevertheless, maybe AI and robotics and this productivity is going to be really beneficial to the global economy, not just the U.S. economy. We're going to start to see the liquidity, the whole U.S. PMI go up, and that's going to cause Bitcoin NGU. That's kind of how I'm seeing this next year or two. I think we're going to see a lot of AI, productivity and extra liquidity coming in. So I am very bullish on this coming year." ~ Stephan Livera The Bitcoin landscape has changed dramatically over the last few years, leading many to ask: is the cypherpunk ethos fading away? I sit down with the legendary podcaster Stephan Livera to explore the tension between ideological purity and the pragmatic reality of global adoption. We dive deep into the "Power Law" of Bitcoin's growth, why our timeframes might be all wrong, and the controversial role of stablecoins as a stepping stone. From the mechanics of Spark and Ark to the arbitrage strategies of treasury companies, we cover how the ecosystem is evolving to meet the world where it is. Are we losing our way, or simply maturing into the financial system of the future? Check out our awesome sponsors! HRF: The Human Rights Foundation is a nonpartisan, nonprofit organization that promotes and protects human rights globally, with a focus on closed societies. Subscribe to HRF's Financial Freedom Newsletter today. (Link: https://mailchi.mp/hrf.org/financial-freedom-newsletter) OFF: The Oslo Freedom Forum is a global human rights event by the Human Rights Foundation (HRF), uniting voices from activism, journalism, tech, and beyond. Through powerful stories and collaboration, OFF advances freedom and human potential worldwide. Join us next June. (Link: https://oslofreedomforum.com/) Guest Links Stephan on X (Link: https://twitter.com/stephanlivera) Stephan's Podcast (Link: https://www.youtube.com/c/StephanLivera) Stephan's Website (Link: https://stephanlivera.com/) Host Links ⁠Guy on Nostr ⁠(Link: http://tinyurl.com/2xc96ney) ⁠Guy on X ⁠(Link: https://twitter.com/theguyswann) Guy on Instagram (Link: https://www.instagram.com/theguyswann) Guy on TikTok (Link: https://www.tiktok.com/@theguyswann) Guy on YouTube (Link: https://www.youtube.com/@theguyswann) ⁠Bitcoin Audible on X⁠ (Link: https://twitter.com/BitcoinAudible) The Guy Swann Network Broadcast Room on Keet (Link: https://tinyurl.com/3na6v839)

The recent US attack on Venezuela and the capture of President Nicolás Maduro have sent shockwaves across the global stage. For many observers, the operation represents a clear breach of international law — raising fundamental questions about state sovereignty, the use of force, and the immunity traditionally granted to sitting heads of state. So what does this case mean for international law, for global stability, and for the future credibility of multilateral institutions? That's what we'll explore in today's conversation. Our guest is Professor Nico Krisch, Professor of International Law, and Head of the International Law Department at the Geneva Graduate Institute.

Stephen Perrenod is an astrophysicist and technology consultant with over 30 years of experience in high performance computing. He's the author of two books on cosmology and has been writing and speaking about Bitcoin for a decade.› https://x.com/moneyordebtPARTNERS

If you're not getting cited by ChatGPT, your “AI SEO” strategy isn't working, no matter what your dashboards say. Most of it is observability theater: dashboards, charts, synthetic prompts — and zero actual placement.In this episode, we chat with Shawn Schneider, founder of Eldil AI, about what actually determines whether your company shows up in ChatGPT answers. The short answer: LLMs don't reward more content, clever prompts, or prettier dashboards. They reward a small set of trusted third-party sources — and most brands aren't mentioned in any of them.Shawn breaks down why observability alone creates a false sense of progress, how to identify the specific citations that dominate your category, and how to turn that insight into real placements through outreach and negotiation. We also unpack why Google Search Console is still the best signal we have for AI-driven queries, how to prioritize the one citation that actually matters, and what the first 30–90 days can look like when you do this correctly.GuestShawn Schneider — founder of Eldil AI, a GEO / AI SEO platform focused on identifying and securing the citations LLMs rely on most; helps brands and agencies win visibility in ChatGPT by targeting the power-law sources that shape AI answers.Guest LinksLinkedIn: https://www.linkedin.com/in/shawn-schneider-61b2b5207/ Company Website: https://www.eldil.ai/What You'll LearnWhy most GEO / AI SEO observability tools are meaningless without actual placements The only thing that reliably improves AI search visibility: citation placementsHow to use Google Search Console to surface AI fan-out queriesWhy synthetic prompt data is still unreliable (and what to trust instead)The power law of citations: why only 1–3 sources actually matterHow Eldil turns citation discovery into outreach and negotiated placementsWhat 30–90 days can look like when you secure the right citationWhich industries should invest heavily — and which should ignore this for nowWhy ChatGPT dominates referral traffic compared to other LLMsWhat happens when ads arrive inside AI search resultsTimestamps00:00 — GEO, AI SEO, AEO: noise vs. reality00:21 — Why observability tools don't move the needle03:55 — Where GEO tools get their data (and why it's messy)07:16 — Using Google Search Console as a prompt proxy09:40 — The three pillars: technical, content, authority12:07 — Citations as the dominant ranking lever13:07 — The power law: thousands of citations, one winner19:07 — How fast results actually show up20:39 — When building your own citation content makes sense30:41 — Which business models win with GEO37:11 — ChatGPT ads and the future of AI search41:32 — Where to find Shawn and closing thoughts Key Topics & Ideas1. Why dashboards feel good but don't create outcomes.Most tools are essentially “Google Analytics for LLMs”ChatGPT referrals rise naturally as usage increasesCharts go up even if you do nothingWithout placements, observability is just vanity2. The three common approaches in the market today:Guessing prompts with LLMsClickstream data sourced from Chrome extensions and brokersSynthetic prompts without transparencyEldil uses Google Search Console + Analytics as the best available proxy for real intent.3. How to spot AI-generated fan-out queries:50+ character queriesHigh impressionsLow or zero clicksThese often represent LLMs expanding short prompts into long-form searches.4. The three pillars: Technical, Content, AuthorityTechnical — can an LLM crawl and understand your site?Content — does useful information exist?Authority — does anyone credible back it up?Authority is the multiplier most teams ignore.5. What actually shapes AI answers:Citations are not backlinks, they are semantic explanationsLLMs repeatedly return to the same trusted sourcesThird-party listicles and niche blogs dominate citation share6. The Power Law of Citations10k–15k citations may exist200–300 matter1–3 actually move the needleIf you're not in those, content volume won't save you.7. The real workflow:Identify high-value customer questionsExtract dominant citationsRank them by weightContact site ownersNegotiate placementMonitor AI visibility and referral trafficThis is where most tools stop — and where Eldil focuses.8. How many placements do you need?Surprisingly few.You don't need 100 placementsYou need the right oneThen expand into adjacent verticalsThis is concentrated betting, not spray-and-pray SEO.9. Why GEO feels different from traditional SEO:You are inserting into sources that already rankChanges can show up in weeks, not yearsMeaningful referral growth often appears within ~60–90 days10. Who Should (and Shouldn't) Do ThisBest fit:High-ACV B2B SaaSLong buying cyclesHigh-LTV e-commerce (supplements, skincare)ICPs that already live in ChatGPTIf your customers do not use LLMs yet, start elsewhere.11. Why ChatGPT is the main eventBased on Eldil's data:ChatGPT referrals dwarf Perplexity and othersFor most companies, this is where focus belongsSmaller channels still matter for high-ticket sales12. What's coming nextPaid placements inside LLMsOrganic plus paid becoming a one-two punchCitation inventory getting expensive fastThe window for cheap dominance will not last.SponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

Kurz “Investujeme do akcií s Aďou” – z nuly k založenému účtu u nehračkárskeho brokera a nakúpeným ETFkám. Krok po kroku, pre úplných začiatočníkov: https://www.jurajkarpis.com/investujeme-do-akcii-s-adou/ #financnahygiena #AI #investovanie #inflacia #peniaze #broker #dochodok #diverzifikacia #spekulovanie #zlepeniaze #akcie #sp500 #burry #mises "Nešpekuluj s Danom" o tom, či je na akciových trhoch AI bublina a čo s tým.Dokončenie videa tu: https://www.jurajkarpis.com/2025/12/22/ako-zobchodovat-pribeh-ze-v-akciach-je-ai-bublina/Tu je Danov YouTube: https://www.youtube.com/@vykrikzregionov Môj newsletter o finančnej hygiene Zlé peniaze dobrý život: https://www.jurajkarpis.com/category/zpdz/ Kompilácia Burryho contentu https://gorlon.medium.com/compilation-of-content-from-michael-burry-a93e79260d79 Spomínaná kniha Power Law https://www.amazon.com/Power-Law-Venture-Capital-Making/dp/052555999X Kniha Róberta Chovanculiaka O pôvode prosperity https://www.martinus.sk/3684571-o-povode-prosperity/knihaMusic: 4bstr4ck3r

Larry Lepard, investor and author of The Big Print, joins Jordan to examine why gold is signalling monetary debasement and what that means for Bitcoin. He explains why gold often moves first, why Bitcoin typically follows, and why simple, clear education still matters.The Big Print: https://www.amazon.co.uk/Big-Print-Happened-America-Sound/dp/B0DVTCVX8JRecorded 10th November 2025CONTACT JORDAN:X: https://x.com/JayW132LinkedIn: https://www.linkedin.com/in/jordan-walker-293955106/Email: hello@bitcoincollective.coCONTACT LARRY:X: https://x.com/LawrenceLepardWebsite: https://ema2.com00:00 - Introduction00:50 - Welcome Back, Larry!01:09 - The Journey of the Book02:20 - Bitcoin's Reach and Future03:43 - Comparing Influential Books07:12 - The Role of Audio Books08:44 - Gold's Significance in Today's Economy13:23 - Monetary Debasement and Its Implications23:55 - The Federal Reserve's Role and Future38:32 - Political Reforms and Global Peace Initiatives39:42 - Currency Reset and Sound Money40:19 - The Role of Bitcoin in the Future Economy44:21 - Decentralisation and Media Transformation51:49 - Bitcoin's Market Dynamics and Predictions58:41 - The Power Law and Bitcoin's Future01:00:38 - Challenges and Optimism for Bitcoin Adoption01:10:09 - Spreading the Word and Educating Others01:11:04 - Conclusion and Final ThoughtsREAD OUR NEWSLETTER:https://newsletter.bitcoincollective.co/LISTEN / SUBSCRIBE TO THE PODCASTSpotify: https://open.spotify.com/show/06sBiOznJDxuhafDmkE9VK?si=3f0a8bb8abd64eecApple: https://podcasts.apple.com/gb/podcast/the-bitcoin-collective/id1561573613Fountain: https://fountain.fm/show/AYHiNhTTv0HOgGEjRjWNYouTube: https://www.youtube.com/@bitcoincollective?sub_confirmation=1All content provided by The Bitcoin Collective and guests in this episode is for informational and educational purposes only and is not meant to represent financial, trade or investment advice.⸻EDITED BY JAMES PEARCELinkedIn: https://www.linkedin.com/in/james-pearcesf/Available now on YouTube and all major podcast platforms.

In this episode we talk about venture capital (VC) firms. Many startups want to raise funding from VCs, but how do VC fund make decisions? How do they think about companies? What goes on behind the scenes after you pitch at VC? We are here to help! In this episode we answer questions including:What steps do VC firms follow to make an investment?What happens when VC partners disagree on an investment?What exactly are VC firms looking for?What are VCs measured by?All of these questions were submitted by listeners just like you. You can submit questions for us to answer on our website TheStartupHelpdesk.com or on X/Twitter @thestartuphd - we'd love to hear from you!Your hosts:Sean Byrnes: General Partner, Near Horizon www.nearhorizon.vcAsh Rust: Managing Partner, Sterling Road www.sterlingroad.comNic Meliones: CEO, Navi www.heynavi.comReminder: this is not legal advice or investment advice.Q1: What steps do VC firms follow to make an investment?The top of the funnel is massive. It includes founders reaching out cold via email, warm intros from fellow founders, and meetings at conferences. The "email filter" is usually the first point of contact.From there, the process typically looks like this:First MeetingMeet the TeamTeam DecisionDiligenceThe funnel narrows at every stage, filtering out 99% of companies. The "golden ticket" is a warm intro from a proven founder. That being said, if you lack a network, you must not shy away from cold outreach – but your pitch must be exceptional to survive the filter.Q2: What happens when VC partners disagree on an investment?Understanding the decision process is key. Do they need consensus, or can a single partner push a deal through? During your first meetings, do your own diligence to ask how the firm makes decisions.You need at least one partner who is obsessed with what you are doing. Treat your lead partner as your internal co-conspirator. Once you leave the room, they have to go to bat for you against skeptics. Don't just pitch your product; pitch the arguments they will need to use to convince their partners to say "yes."Q3: What exactly are VC firms looking for?VCs work on behalf of Limited Partners (LPs) to produce returns that beat the market. Because of the Power Law, one win must pay for all the losses in the portfolio.Therefore, VCs want companies that can grow fast for a long time. They are looking for:A Massive MarketCompetitive Advantage (Defensibility/Tech)High VelocityIn short, they need proof that the startup has the capacity to achieve escape velocity. This includes a stellar team, strong product engagement, and an acceleration of product adoption.Q4: What are VCs measured by?Ultimately, it comes down to DPI (Distributed to Paid-In Capital). This is actual cash returned to investors. When a VC has good numbers on this, it's all they talk about.Before DPI, LPs look at interim metrics:MOIC (Multiple on Invested Capital): Paper gains on the money invested.IRR (Internal Rate of Return): A measure of the speed of growth of investments.However, for a VC to actually get paid, they need DPI. They need to return the fund multiple times over. Liquidity matters.The Golden Rule: Every single check a VC writes must have the theoretical potential to return the entire fund on its own.

In this special 10X Growth Strategies panel, host Preethy Padmanabhan brings together three top voices from venture capital and private equity to decode how investors really evaluate startups today — beyond hype, beyond flashy demos, and beyond the AI noise. Kayvan Baroumand (Founder, SignalRank), Patti Pan (General Partner, Solaris Venture Partners), and Aditya Naganath (Partner, Kleiner Perkins) share how the power-law plays out in real portfolios, what deep engagement metrics actually look like, why later-stage PE is shifting toward infrastructure and robotics, and how world-class funds pressure-test founders. A fast, sharp conversation on what separates companies that scale — from those that stall. ⸻ ⏱️ Chapters 00:00 – 00:24 • Host Welcome – Preethy sets the stage 00:24 – 02:03 • Kayvan's Intro – Power-law VC & AI-driven fund scoring 02:03 – 03:27 • New Venture Hub & Founder Support 03:27 – 04:36 • Patti's Intro – PE, Data Centers & Robotics 04:36 – 06:03 • Founder Mindset & Why Artistry Matters 06:03 – 07:54 • Aditya's Intro – Kleiner Perkins, History & Focus 07:54 – 09:20 • Investing in Early Enterprise & AI Trends 09:20 – 12:00 • Power Law in Action – Doubling Down & Pattern Recognition 12:00 – 15:00 • Picking Winners: What Real Signals Look Like 15:00 – 17:30 • Case Study: Sigma & Deep Engagement Metrics 17:30 – 19:40 • Evaluating Founders, Teams & Due Diligence 19:40 – 21:22 • High-Steam Companies & Early Red Flags 21:22 – 22:10 • What VCs Look for in AI Products 22:10 – 23:20 • Lightning Advice for Founders 23:20 – 24:00 • Closing & Next Session Transition

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.In this episode, I sit down with Lior Susan from Eclipse to explore his journey from building companies in the physical world to founding and scaling a unique venture firm. We discuss the importance of high-conviction investing, assembling elite teams from operator backgrounds, and staying adaptable in a rapidly shifting market shaped by technology and AI. Lior shares lessons on discipline, honesty, and the realities of venture investing, offering actionable insights for anyone interested in building resilient companies or understanding what it takes to succeed in today's venture landscape.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Lior. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listening.About Lior SusanLior Susan is the founder and managing partner of Eclipse, a venture capital firm focused on backing entrepreneurs who are building companies to transform physical industries. He began his career as a co-founder of Intucell, a software-defined networking startup that was acquired by Cisco in 2012. After that, he led the hardware investment platform Lab IX at Flextronics, deploying capital across energy storage, additive manufacturing, robotics, and wireless infrastructure. In 2015, Lior launched Eclipse to invest in startups transforming critical industries like manufacturing, logistics, supply chain, transportation, energy, and on. He draws on experience as an operator, investor, and former Israeli special forces serviceman to support founders tackling complex, real-world problems.Eclipse is a firm headquartered in Palo Alto (with a New York presence) that partners with entrepreneurs building category-defining companies in physical industries. The firm builds and invests in companies at all stages, combining hardware, software, and systems to modernize “bits and atoms.” Since its founding in 2015, Eclipse has built and backed over 100 companies and helped accelerate startups like Bedrock, VulcanForms, True Anomaly, and Cerebras — companies driving innovation in construction, digital manufacturing infrastructure, defense capabilities, and AI infrastructure.During the conversation, we discussed:* Lior's Career Path and Founding Eclipse (3:38)* Reflecting on the Fund's Origins and Initial Fundraising (6:46)* Adjusting Firm Size and Strategy as Opportunities Grow (9:49)* High-Conviction, High-Ownership Investment Approach (12:45)* Decision-Making Process and Team Dynamics (14:57)* Patterns Among Founders of Large Companies (17:27)* The Evolution of Eclipse's Value Proposition (20:23)* Operator-to-Investor Transitions and Internal Training (24:49)* Market Shifts and Macro Changes in Venture Capital (27:07)* Exit Challenges, IPOs, and Long-Term Private Markets (30:27)* Alignment Between LPs and Managers Around Exits (33:44)* Lior's Investment Lessons and Reflections on Power Law (35:17)* Thoughts on Deglobalization and Future Predictions (36:32)I'd love to know what you took away from this conversation with Lior. 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 X. 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

Follow me @samirkaji for my thoughts on the venture market, with a focus on the continued evolution of the VC landscape.Welcome back to another episode of Venture Unlocked, the podcast that takes you behind the scenes of the business of venture capital.Today, I sat down with Rob Go, Co-Founder and Partner at NextView, to discuss the shift in seed-stage investing and what seed funds need to consider to remain viable. The conversation was sparked by a series of Posts Rob wrote, the first of which was called a Crisis Moment in Seed. We spent a lot of time talking about what inspired the post and how seed managers should adapt to the shifted market. For anyone investing at seed, this is a must listen as Rob shared so many insightful views.Thanks for listening to another episode of Venture Unlocked. We hope you enjoyed our conversation with Rob. If you'd like to get Venture Unlocked content straight to your inbox, go to ventureunlocked.substack.com and sign up, or go to Apple Podcasts or Spotify and subscribe. Thanks again for listeningAbout Rob GoRob Go is the co-founder and partner of NextView Ventures, a thematic seed-stage venture capital firm focused on investing in founders solving meaningful problems for everyday people. Before launching NextView, Rob was a venture capitalist at Spark Capital, where he focused on the intersection of media, technology, and entertainment.Earlier in his career, Rob led the “Finding” business unit at eBay, where he helped design and launch over 20 products that transformed the platform's search and merchandising experience. He also worked in strategy consulting at The Parthenon Group, focusing on consumer and retail industries, and held product management roles at Fidelity Investments and BzzAgent.Rob holds a B.S. in Economics from Duke University and an MBA from Harvard Business School. Beyond venture, he's a founding member of Highrock Church in Brookline, MA, and a dedicated husband and father who values family and faith as deeply as entrepreneurship.NextView Ventures is an early-stage venture capital firm founded in 2010, with offices in New York, Boston, and San Francisco. They focus on seed-stage investments, typically ranging from around $250K to $4M, in companies building consumer, fintech, digital health, and B2B SaaS solutions that reshape what they call the everyday economy The firm has backed a number of notable companies, including ThredUp, Grove Collaborative, WHOOP, and TripleLift, all of which have achieved significant exits or growth milestones. Their hands-on, founder-first approach and thematic focus have helped them build a strong track record in seed investing.During the conversation, we discussed:* The Venture Landscape's Evolution Since 2011 (3:27)* The Entry of Accelerators Like YC and Mega Funds (6:21)* The Role of YC's Offer Structure in the Seed Market (9:14)* Mega Funds and the Influence of the Power Law (12:21)* AI's Market Impact and Opportunities for Seed Investors (15:18)* Defensibility and Differentiation in AI Applications (18:17)* The Importance of Distinct Strategies for Seed Funds (21:37)* Super Compounder Versus Classic Venture Approaches (24:26)* Adjusting Capital Allocation for Non-Consensus Companies (27:26)* The Role of Optionality in Navigating Downstream Capital (30:35)* NextView's Tactical Shift Toward Data and AI Tools (33:27)* Lessons on Discipline, Dogmatism, and Missed Opportunities (36:22)I'd love to know what you took away from this conversation with Rob. 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 X. 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

The Insurrection Act has stood at the crossroads of law, power, and public order for over two centuries. This episode traces its roots from the Militia Acts of 1792 and 1795 to its modern interpretations in moments of national crisis. Discover how this rarely invoked law has shaped presidential authority, balanced federal and state power, and influenced some of the most turbulent chapters in American history. A civics deep dive into how one statute continues to test the boundaries of democracy and governance.Support the show

Today's show:*On a very special TWiST, Jason's joined by “one of the greatest investors in in the history of VC,” Steve Jurvetson of Future Ventures.Together, they look back at some of Steve's earliest investments and learnings, the promise and ultimate failure of nanotech, breaking down the AI hype cycle, the primacy of neural networks, the return of nuclear power, why “AI safety” might be illusory, and much more.It's a packed show full of deep insights from one of the greatest minds in technology today. Do not miss this ep!Timestamps:(00:00)Jason's 1-on-1 today with “one of the greatest investors in the history of VC,” Steve Jurvetson(00:03:04) The early origins of Steve's fascination with “deep tech”(00:08:03) Jason and Steve recall playing around with the TRS-80 (“The Trash-80”)(10:00) Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.(00:15:13) Keeping your portfolio diverse when so many companies look the same(20:00) .TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.(00:20:49) The promise of nanotech and why it fell apart(00:25:46) Breaking down the “hype” cycle and how trends get co-opted(00:26:27) Why Moore's Law and the Power Law are so important for investors(30:00) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(00:33:36) Understanding the rise of GPUs and how they resemble tiny brains(00:51:32) Revisiting a classic clip of Steve talking about robots(00:54:04) How Jason and Steve got their hands on some of the earliest Tesla Roadsters(01:00:09) Flashback Clip: Elon predicts 2025 in 2015… how'd he do?(01:02:46) Why did the world turn SO strongly against nuclear energy?(01:16:06) Can we make AI “safe” in the age of GPT Psychosis? Is it too inscrutable?(01:21:54) Why Steve thinks technology will ultimately doom autocratic regimes.Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:TECH: Say it without saying it. Head to get.tech/twist or your favorite registrar to get a clean, sharp .tech domain today.Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!Perspective AI: Real insights, straight from your customers, and your first two months are on us. Just go to getperspective.ai/twist.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

This week on Swimming with Allocators, Michael Downing, serial entrepreneur and venture investor, shares his journey from founding startups to building MDSV Capital, while diving into the essential role of emerging manager funds in today's venture landscape. The discussion covers the evolution of venture capital, key strategies for both LPs and GPs, the importance of innovative sourcing and community-building, and how the Promontory platform fosters stronger connections and investment outcomes. Listeners will take away insights on industry shifts, the value of supporting innovative early-stage funds, practical guidance for thriving amid changing venture dynamics, and so much more.Highlights from this week's conversation include:Michael's Entrepreneurial Journey & Early Startups (1:20)Transition from Founder to Investor and Early Micro VC Experience (5:23)Power Law, Missed Opportunities, and Emerging Manager Alpha (9:57)Capital Extension Structure & Alignment with Managers (14:13)Filtering and Assessing Emerging Managers in a Crowded Market (16:52)Common LP Misunderstandings and Venture Capital Dynamics (19:22)Insider Segment: Trends in LP Activity and Fund Composition (22:20)Direct Investment vs. Fund Commitment by LPs (25:14)Trends Managers Are Missing & Seed Funding Explosion (25:54)Sourcing Methodology and the Platform Approach Advantage (28:48)Criteria for Managers to Engage with Michael Downing (29:05)Deep Tech/Defense Tech Priority & Generalist Outperformance (33:41)Best Practices for Building Relationships with LPs via Promontory (35:33)Future Vision: Programmatic LP Allocation and Software Approach (38:28)Final Thoughts and Takeaways (40:30)MDSV Capital is a Palo Alto-based investment firm led by Silicon Valley veterans with over two decades of entrepreneurial and venture experience. The firm has built a premier ecosystem of top-tier emerging manager funds (EMFs) and LPs through its invitation-only community, The Promontory, and its Emerging Horizons event series. MDSV's Emerging Manager Alpha at Scale strategy targets the top 1% of emerging managers while investing directly in early-growth outliers from their portfolios. Learn more at www.mdsvcapital.com.Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com.Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies. The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this conversation, Stephan Livera and Kane McGukin discuss the evolving landscape of Bitcoin treasury companies, exploring the risks, potential failures, and the role of Bitcoin in financial services. They explore the dynamics of equity versus preferred shares, the importance of education in Bitcoin investments, and the impact of market volatility on investor behavior. The discussion highlights the need for a deeper understanding of the financial instruments associated with Bitcoin and the potential for treasury companies to bridge the gap between traditional finance and the Bitcoin ecosystem.Takeaways

Welcome to episode #992 of Six Pixels of Separation - The ThinkersOne Podcast. Dave Whorton has spent his career building, backing and reimagining companies, but not in the way Silicon Valley usually does it. As founder of Tugboat Institute and author of Another Way – Building Companies That Last…and Last…and Last (which he co-authored with Bo Burlingham), Dave champions a different breed of business: evergreen companies. These are organizations designed to last generations, rooted in purpose, resilience and profitability… not just hypergrowth and exit strategies. Before this pivot, Dave had a front-row seat to the “get-big-fast” movement as an associate partner at Kleiner Perkins, and he co-founded ventures like drugstore.com and Good Technology. But the treadmill of fast capital and faster exits didn't resonate. He stepped off and sought a more meaningful model, eventually codifying it into the 7 Ps of Evergreen: purpose, perseverance, people first, and more. In this conversation, Dave explores the cultural and economic consequences of chasing unicorns, and what's gained when we celebrate the quiet power of companies in the middle. Those not seeking fame or fortune but focused on sustainable impact. Dave talks about the role of introverted leadership, long-term planning, and what capitalism can look like when it's driven by values rather than valuations. If you've ever felt that the venture-backed startup narrative doesn't tell the whole story or if you're building something you want to last, this conversation might just give you language and hope. Enjoy the conversation… Running time: 1:00:43. Hello from beautiful Montreal. Listen and subscribe over at Apple Podcasts. Listen and subscribe over at Spotify. Please visit and leave comments on the blog - Six Pixels of Separation. Feel free to connect to me directly on Facebook here: Mitch Joel on Facebook. Check out ThinkersOne. or you can connect on LinkedIn. ...or on X. Here is my conversation with Dave Whorton. Another Way – Building Companies That Last…and Last…and Last. Tugboat Institute. Follow Dave on LinkedIn. Chapters: (00:00) - Introduction to Evergreen Companies. (02:47) - The Shift in Capitalism. (05:52) - The Spectrum of Capitalism. (08:55) - The Role of Venture Capital. (11:50) - Defining Scale in Business. (15:08) - The Importance of SMBs. (17:53) - The Seven Ps of Evergreen Companies. (21:13) - Revisiting Venture Capital Models. (23:54) - Celebrating Success and the Power Law. (31:40) - Reflecting on the Journey: The Value of the Middle. (33:14) - The Economic Landscape: Building Evergreen Companies. (34:38) - Historical Perspective: Resilience in Business. (38:15) - The Role of Evergreen Companies in a Changing Economy. (40:19) - Compensation and Value Distribution in Evergreen Companies. (42:29) - Resisting the Unicorn Mentality: A Different Path. (47:31) - From Manifesto to Strategy: The Evergreen Approach. (51:49) - The Culture of Evergreen Leadership: Introversion and Stewardship.

Nnamdi Okike of 645 Ventures joins Nick to discuss From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm. In this episode we cover: Frameworks and Signals for Early-Stage Investing Challenges and Opportunities in Non-Consensus Investing The Role of AI in Venture Capital Guest Links: Nnamdi's LinkedIn Nnamdi's X 645 Ventures' LinkedIn 645 Ventures' Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.

5x NFL Pro Bowler, Terron Armstead, sits down to chat about how the league has evolved over the years, the importance of balance, real estate, leadership qualities and more!

Today's guest is Cole Wilcox, CIO of Longboard Asset Management, a boutique asset manager specializing in alternative investment strategies. In today's episode, Cole walks through one of my favorite papers of all time, Does Trend-Following Still Work On Stocks? Hint: it does. Cole explains why you have to be a good loser to be a good investor, how power laws dominate the stock market, and the set up for trend following going forward., including the dollar and gold, and if he believes we are headed for a recession. (0:00) Start (1:02) Introducing our guest, Brendan Ahern (5:53) The state of China's economy (14:18) Analysis of China's geopolitical concerns and international partnerships (20:01) The narrative around China post Russia-Ukraine (22:03) Deep dive into KWEB (29:44) Implications of the US election (32:40) Discussion on currency hedging (33:52) Other KraneShares' funds (41:44) Will TikTok be banned (43:52) Brendan's most memorable investment (46:18) Future plans for KraneShares ----- Follow Meb on X, LinkedIn and YouTube For detailed show notes, click here To learn more about our funds and follow us, subscribe to our mailing list or visit us at cambriainvestments.com ----- Sponsor: YCharts enables financial advisors to make smarter investment decisions and better communicate with clients. Get 20% off your initial YCharts Professional subscription when you start your free trial. Follow The Idea Farm: X | LinkedIn | Instagram | TikTok ----- Interested in sponsoring the show? Email us at Feedback@TheMebFaberShow.com ----- Past guests include Ed Thorp, Richard Thaler, Jeremy Grantham, Joel Greenblatt, Campbell Harvey, Ivy Zelman, Kathryn Kaminski, Jason Calacanis, Whitney Baker, Aswath Damodaran, Howard Marks, Tom Barton, and many more.  ----- Meb's invested in some awesome startups that have passed along discounts to our listeners. Check them out here!  ----- Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com). Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Clay explores The Power Law by Sebastian Mallaby and uncovers the secret behind venture capital's astonishing success. The Power Law is a fundamental law of the universe that explains why just a handful of disruptive companies, like Google and Tesla, generate the lion's share of returns. To win in the world of venture capital, investors must seek out bold, unconventional founders to back the next big idea. Tune in to learn how understanding the Power Law can transform your perspective on investing and help you spot tomorrow's breakout winners. IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 01:53 - The critical role of the Power Law in venture capital and why a few outliers drive most of the returns. 30:54 - How venture capitalists identify and back bold, unconventional founders like Steve Jobs and Elon Musk. 30:54 - The fascinating history behind the rise of venture capital firms like Sequoia Capital and their game-changing investments. 36:22 - Why early-stage companies delay going public and the shift in bargaining power from VCs to founders. 01:06:47 - Insights into the mistakes investors make when exiting too early or dismissing "crazy" ideas that turn into trillion-dollar companies. 01:08:16 - Lessons for public equity investors on spotting disruption and understanding the potential of emerging innovators. And so much more! Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Mallaby's book: The Power Law. Jim Sinegal's interview with the Motley Fool. The Science of Hitting Blog. Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page. Related Episode: Listen to TIP481: Our Story w/ Stig Brodersen & Clay Finck. Related Episode: Listen to TIP686: Big Tech Stocks w/ Adam Seessel. Related Episode: Listen to TIP417: The Incredible Story of the PayPal Mafia w/ Jimmy Soni. Related Episode: Listen to TIP667: Why Most Stocks Will Lose You Money w/ Hendrik Bessembinder. Follow Clay on Twitter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Hardblock Found Unchained Fintool The Bitcoin Way Onramp Bluehost Vanta PrizePicks Fundrise TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In this episode, we dive into Bitcoin, on-chain analysis, and future adoption trends, exploring topics from OTC exchanges to Bitcoin's price potential and regulatory impacts.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 02:47 - Why Bitcoin exchange balances have declined and what this signals. 03:28 - Why Australian Bitcoiners are prominent despite lagging national adoption. 07:10 - The role of OTC exchanges in today's BTC transactions. 11:04 - Whether on-chain analysis remains relevant amid OTC and ETF purchases. 16:46 - Insights gained from on-chain data and UTXO analysis. 20:57 - How technical analysis is perceived in the crypto community. 27:54 - Key headwinds Bitcoin may face over the next two years. 30:58 - Potential market impact if the US attempted large-scale BTC purchases. 31:24 - Thoughts on the premium valuation for MicroStrategy (MSTR). 42:31 - Implications of super cycle theory for Bitcoin's long-term value. 49:15 - Potential effects if Satoshi Nakamoto moved Bitcoin from dormant wallets. 52:12 - Theories surrounding Bitcoin's Power Law and Stock-to-Flow model. 54:11 - What constitutes an "Euphoria Zone" in the crypto market today. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES James Check's X (Twitter) Account. James Check's Newsletter. Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Follow our official social media accounts: X (Twitter) | LinkedIn | | Instagram | Facebook | TikTok. Check out our Bitcoin Fundamentals Starter Packs. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. Enjoy exclusive perks from our favorite Apps and Services. Stay up-to-date on financial markets and investing strategies through our daily newsletter, We Study Markets. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: River Toyota Public Fundrise TastyTrade The Bitcoin Way Connect Invest American Express ReMarkable Toyota Onramp Facet SimpleMining Vanta Shopify Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm