Podcasts about roelof botha

The improving economic picture for SA households is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Dr Roelof Botha, economic adviser to Optimum Investment Group. Through the discussion, the economist highlights: Afhri index components and research methodology; key findings from the index results; impact of interest rates on the economy; and growth expectations for the year. Business Day Spotlight is a MultimediaLIVE Production.

Expert Topic: Altron Fintech Household Resilience Index Guest: Dr Roelof Botha-Economist

In a candid conversation with Kailash Sundaram, MBA '25, Roelof Botha, MBA '00 — leader of one of the most influential venture capital firms in the world — reflects on his journey from South Africa to Sequoia Capital. From meeting his wife and partner Huifen Chan, MBA '00, at Stanford Graduate School of Business, to lessons about ambition and failure, Botha reflects on his life and career so far — and why he believes he's still “not at the top."See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Amerikaanse president Donald Trump se algemene invoertariewe van tien-persent op alle invoere na Amerika, is besig om skokgolwe deur die wêreld te stuur. Suid-Afrika word erg geraak met totale tariewe van 30 persent, wat die land se ekonomie sal benadeel. Kosmos 94.1 Nuus het gepraat met Dr. Roelof Botha, 'n finansiële adviseur by Optimum Group, oor hoe die tariewe Namibië se ekonomie sal raak, aangesien Suid-Afrika 'n belangrike handelsvennoot is.

Insights from Odwa Magwentshu at Momentum on Stadio and AdvTech's FY results, Roné Swanepoel from Morningstar on the state of investor confidence, and Dr Roelof Botha unpacks the latest Afrimat Construction Index.

‘All the talk about privatisation, all the talk about closer cooperation with the private sector ... seems to be only talk. They really need to get on with this because the private sector at large stands between what is happening in Africa now and disaster in future‘ – Dr Roelof Botha.

If you're looking for more up-to-date Narativ podcast without advertising interruptions, join Narativ at Narativ.org or Patreon.com/narativ and receive Narativ content the second it's available without ad interruptions. Follow @zevshalev on X ______________________________________________________________________ A highly unusual inauguration ushers in an American oligarchy. Dean Blundell and Zev Shalev delve into the intricate backstory that spans apartheid South Africa, the dawn of AI, and 'technocracy.' Air Force One landed in darkness. The inauguration was hastily moved indoors. Something very different was happening - this was an inauguration taking place in the eye of a storm. Hours earlier, President Biden delivered his final address from the Oval Office, speaking of the Statue of Liberty's ability to withstand fierce storms. "She sways a few inches," he warned, "but she never falls into the current below." As he spoke of an emerging oligarchy threatening democracy, few knew that a different kind of storm - codenamed "Salt Typhoon" - had already reshaped America's power structure. Behind the official explanations of weather and crowd size, a months-long Narativ investigation reveals a hidden realignment of global power. Our reporting traces a transformation that began in the uranium mines of apartheid South Africa and leads directly to America's AI future. At its center are four men who emerged from apartheid's collapse to reshape Silicon Valley: Peter Thiel, Roelof Botha, David Sacks, and Elon Musk. Their rise parallels China's growing influence in American technology and politics, culminating in this week's unprecedented scenes: tech billionaires lined up in the front row of Trump's indoor inauguration, TikTok's CEO prominently placed, and failed negotiations with Putin suggesting a new global alignment. The story begins with Pik Botha, South Africa's former foreign minister and grandfather of Silicon Valley kingmaker Roelof Botha. As minister of mineral and energy affairs, he oversaw the uranium program that connected Peter Thiel's father to South Africa's nuclear ambitions. Their vision of technocratic rule - where technical experts and engineers would govern society - didn't die with apartheid. It evolved. By the time PayPal emerged in the late 1990s, these four men had positioned themselves at the intersection of technology and power. Documents reveal PayPal's original mission wasn't American at all - it was designed as a payment processor for Chinese companies, the first step in a decades-long partnership that would reshape global power. Today, as Biden's warning about oligarchy echoes through empty halls, we see their technocratic vision coming full circle. From Trump's $500 billion AI initiative to China's new role as America's strategic partner, a transformation decades in the making has reached its culmination. The question now: can democracy bend without breaking? Learn more about your ad choices. Visit podcastchoices.com/adchoices

Niel Diamond, president en voorsitter van die Suid-Afrikaanse Sakekamer in die VSA (Saccusa), Christo van der Rheede, uitvoerende direkteur van die FW de Klerk-stigting, en die ekonoom dr. Roelof Botha deel hul reaksies en insigte oor president Donald Trump se opmerkings oor Suid-Afrika. Volg RSG Geldsake op Twitter

The economic health of SA households is the focus of this edition of Business Day Spotlight. Host Mudiwa Gavaza is joined by Dr Roelof Botha, economic adviser to Optimum Investment Group. Topics of discussion include: Afhri index components and research methodology; key findings from the index results; impact of interest rates on the economy; and growth expectations for the year. Business Day Spotlight is a MultimediaLIVE Production. Producer is Demi Buzo

Lonwabo Maqubela from Perpetua Investment Managers on Hyprop's update, highlighting solid retail growth both locally and offshore. Dr Roelof Botha on the Altron Fintech Household Resilience Index and its insights into consumer trends in Q4 last year.

In light of the Altron FinTech Household Resilience Index, Dr Roelof Botha deplores the MPC's rate-cut decisions and manufacturing capacity utilisation, but says there is ‘definitely life in the economy'.

CONSUMER INSIGHTS Topic: The Altron FinTech Household Resilience Index Guest: Dr Roelof Botha -Economist and Report Author

Nosipho Radebe speaks to Dr Roelof Botha, Economic Advisor to Altron FintechSee omnystudio.com/listener for privacy information.

Dr Roelof Botha, politieke ekonoom gesels oor Afrimat de konstruksie-indeks. Volg RSG Geldsake op Twitter

Dr Roelof Botha gesels oor die Amerikaanse ekonomie. Volg RSG Geldsake op Twitter

Lonwabo Maqubela from Perpetua Investment Managers unpacks Tiger Brands's challenging results. Siyabonga Mthembu of BDO South Africa explores opportunities for the local auto sector's expansion into Africa. Dr Roelof Botha delves into insights from the Afrimat Construction Index.

【欢迎订阅】每天早上5:30，准时更新。【阅读原文】标题：Has Sequoia Capital outgrown its business model?Venture capital's hardiest perennial gets back to its roots正文：The first thing that catches your eye when you enter the poshly serene headquarters of Sequoia Capital on Sand Hill Road in Menlo Park, California, is a metre-wide cross-section of what appears to be a redwood. On closer inspection it turns out to have been a tree in the past—38m years ago, according to a plaque on the back. Now it is solid stone. A gift from Roelof Botha, the venture-capital (VC) firm's current boss, and his wife, it reminds employees and guests of the durability of the organisation they are visiting, which has existed since 1972. In the accelerated time of Silicon Valley, that is aeons.知识点：posh adj. /pɒʃ/ 1. elegant and expensive优雅豪华的；富丽堂皇的 • a posh hotel豪华旅馆 • You look very posh in your new suit.你穿上新⾐服显得雍容华贵。 2. typical of or used by people who belong to a high social class上流社会的；上等⼈的 • a posh accent/voice 上等⼈的腔调╱嗓⾳ • They live in the posh part of town.他们⽣活在本市的富⼈区。获取外刊的完整原文以及精讲笔记，请关注微信公众号「早安英文」，回复“外刊”即可。更多有意思的英语干货等着你！【节目介绍】《早安英文-每日外刊精读》，带你精读最新外刊，了解国际最热事件：分析语法结构，拆解长难句，最接地气的翻译，还有重点词汇讲解。所有选题均来自于《经济学人》《纽约时报》《华尔街日报》《华盛顿邮报》《大西洋月刊》《科学杂志》《国家地理》等国际一线外刊。【适合谁听】1、关注时事热点新闻，想要学习最新最潮流英文表达的英文学习者2、任何想通过地道英文提高听、说、读、写能力的英文学习者3、想快速掌握表达，有出国学习和旅游计划的英语爱好者4、参加各类英语考试的应试者（如大学英语四六级、托福雅思、考研等）【你将获得】1、超过1000篇外刊精读课程，拓展丰富语言表达和文化背景2、逐词、逐句精确讲解，系统掌握英语词汇、听力、阅读和语法3、每期内附学习笔记，包含全文注释、长难句解析、疑难语法点等，帮助扫除阅读障碍。

Die BRICS-beraad word in Kazan deur Rusland aangebied en kom vandag tot 'n einde. Die uitbreiding van die groep, die skep van 'n gemeenskaplike BRICS-geldeenheid, ekonomiese samewerking en globale uitdagings is bespreek. Die beraad kan aansienlike implikasies inhou vir die globale politieke en ekonomiese orde. Suid-Afrika is deel van BRICS, maar nog nie Namibië nie. Kosmos 94.1 Nuus het gepraat met dr. Roelof Botha, ekonomiese raadgewer by die Optimum-groep in Suid Afrika, wat sê dit is nie noodwendig wys om by BRICS aan te sluit nie en dit blyk die geval te wees vir Namibië.

Faheema Adia from Momentum Securities discusses Bytes Technology's results, with revenue down but operating profits and margins up. Herschel Jawitz, CEO of Jawitz Properties, addresses the housing market and advice for overdue bondholders. Dr Roelof Botha presents the Q2 2024 results of the Altron Fintech Household Resilience Index.

‘Anybody who thinks that our short-term interest rates are going to entice people to invest in fixed deposits in our banking system must be out of their mind', reckons ‘Sunshine' economist Roelof Botha.

Expert Topic: South African households continued financial pressure Guest: Dr Roelof Botha- Economist

Bridgewater Associates' Co-CIO Karen Karniol-Tambour describes where she's seeing opportunities for higher returns and the macro factors shaping today's investment landscape. To hear from more Great Investors, check out: Sequoia Capital's Roelof Botha on building enduring businesses, Blackstone's Joe Baratta on the outlook for private equity, and TPG's Jon Winkelried on the evolution of alternative markets.  The opinions and views expressed in this program may not necessarily reflect the institutional views of Goldman Sachs or its affiliates. This program should not be copied, distributed, published, or reproduced in whole or in part or disclosed by any recipient to any other person without the express written consent of Goldman Sachs. Each name of a third-party organization mentioned in this program is the property of the company to which it relates, is used here strictly for informational and identification purposes only, and is not used to imply any ownership or license rights between any such company and Goldman Sachs. The content of this program does not constitute a recommendation from any Goldman Sachs entity to the recipient, and is provided for informational purposes only. Goldman Sachs is not providing any financial, economic, legal, investment, accounting, or tax advice through this program or to its recipient. Certain information contained in this program constitutes “forward-looking statements”, and there is no guarantee that these results will be achieved. Goldman Sachs has no obligation to provide updates or changes to the information in this program. Past performance does not guarantee future results, which may vary. Neither Goldman Sachs nor any of its affiliates makes any representation or warranty, express or implied, as to the accuracy or completeness of the statements or any information contained in this program and any liability therefore; including in respect of direct, indirect, or consequential loss or damage is expressly disclaimed. Important Disclosures

Jeff Wang is the Managing Partner of Sequoia Capital Global Equities (SCGE), a public/private crossover investment firm with investments spanning from late-stage private companies to public companies. As Managing Partner, Jeff has primarily focused on public growth technology companies but has also invested $3 billion in private companies including Bytedance, SpaceX, and Stripe. Prior SCGE private investments that have since gone public include Airbnb, Doordash, MongoDB, Nubank, and Snowflake. Before joining SCGE in 2010, Jeff also worked at TPG Capital and Silver Lake Partners where he focused on investments in technology buyouts. 10 Questions with the Leader of Sequoia's $9BN Global Equities Fund: 1. Crossover Fund Opportunity: Why are crossover funds more attractive today than ever? Have the tourists gone? 2. Public Market Opportunity: Why is the opportunity in the public markets, not the private markets today? 3. IPO Markets: When will IPO markets open? What will cause them to open? 4. Breaking Hedge Fund Rules: What are the biggest ways that Sequoia break the traditional rules of hedge funds? 5. Google: Why does Jeff believe that Google's cash cow of search is under threat? 6. Meta: Why does Jeff believe Meta will be the biggest competitor to Google? 7. NVIDIA: Why is NVIDIA's price today reasonable? What is the bull and bear case? 8. China: Is there a recovery for China? How do Sequoia play China in this market? 9. AI in Public Markets: How are Sequoia playing the AI game in the public markets? 10. Investing Lessons: What have been Jeff's biggest investing lessons from Mike Moritz, Doug Leone and Roelof Botha?  

Die groei in rykdom bly ‘n interessante onderwerp, veral met betrekking tot huishoudelike rykdom in Suid-Afrika. Die ekonoom, dr Roelof Botha gesels oor ‘n artikel op Bloomberg dat Suid-Afrikaners se rykdom aan die toeneem is. Volg RSG Geldsake op Twitter

Sequoia Capital's Roelof Botha, one of Silicon Valley's most highly respected investors, discusses his career, Sequoia's unique culture and investment processes, and how he finds and builds enduring businesses. 

Dr Roelof Botha gesels oor vandag se rentekoersbesluit, SA se ekonomie, sy agtergrond, loopbaan, en die industrie waarin hy is. Volg RSG Geldsake op Twitter

On Training Data, we learn from innovators pushing forward the frontier of AI's capabilities. Today we're bringing you something different. It's the story of a company currently implementing AI at scale in the enterprise, and how it was built from a bootstrapped idea in the pre-AI era to a 150 billion dollar market cap giant.  It's the Season 2 premiere of Sequoia's other podcast, Crucible Moments, where we hear from the founders and leaders of some legendary companies about the crossroads and inflection points that shaped their journeys. In this episode, you'll hear from Fred Luddy and Frank Slootman about building and scaling ServiceNow. Listen to Crucible Moments wherever you get your podcasts or go to: Spotify: https://open.spotify.com/show/40bWCUSan0boCn0GZJNpPn Apple: https://podcasts.apple.com/us/podcast/crucible-moments/id1705282398 Hosted by: Roelof Botha, Sequoia Capital Transcript: https://www.sequoiacap.com/podcast/crucible-moments-servicenow/

Die Suid-Afrikaanse rand het effe versterk teenoor die Amerikaanse dollar verlede week veral na die jongste inflasiesyfers uit die VSA getoon het dat die Federale Reserwebank teen September rentekoerse sal sny. Volgens dr. Roelof Botha van die Optimum-groep beteken dit dat dit onvermydelik sal wees dat Suid-Afrika ook teen September ‘n daling in die repokoers sal sien. Hy verduidelik aan Kosmos 94.1 Nuus.

Kevin Hartz is a Co-Founder and General Partner at A*, an early-stage venture capital firm. Prior to founding A*, Kevin co-founded Eventbrite, a publicly traded company, and served as the CEO for the first 11 years of the company. Before Eventbrite, Kevin co-founded Xoom, a money remittance company that was acquired by PayPal in 2015 for over $1BN. Kevin is also a prolific angel investor having backed companies such as PayPal, Airbnb, Pinterest, Ramp, Trulia, and Anduril at the seed stage, and was an early investor in Uber, Palantir, SpaceX, Square, Gusto and many others. In Today's Episode with Kevin Hartz We Discuss: 1. What Makes the Best Founders: What questions does Kevin always ask founders in the investment process? Does Kevin prefer serial or first time founders? Why? Does Kevin prefer founders who are new to a problem or who are insiders and experts? When Kevin has gotten a founder bet wrong, what did he not see that he should have seen? 2. The Exploding Term Sheet That Cost $10BN: How did an exploding term sheet for the seed round of Airbnb cost Kevin $10BN? What did Kevin see in the seed round of Airbnb that so few other investors saw? Does Kevin agree that the best businesses often start off as ridiculous or toys? 3. From World's Greatest Angel to VC with $600M AUM: Why does Kevin think a barbell strategy of Seed and Series C is best today? Does Kevin agree that the Series B and growth stage is dead today? Why does Kevin strongly disagree that seed is the hardest stage of the market? Why does Kevin think that venture is less collaborative than ever? How does Kevin approach when to sell vs when to hold a position? What are his biggest lessons from seeding and holding Opensea? 4. Learning From the World's Best Investors: What have been Kevin's lessons from his relationship with Peter Thiel? What have been Kevin's biggest takeaways from investing alongside Roelof Botha in many deals? What have been Kevin's biggest lessons from watching and observing the great Pierre Lamond?  

Die bydraende ekonoom van BetterBond Property Brief, Roelof Botha, sê die uitslag van die verkiesing is goed ontvang in die mark vir nuwe huislenings, met die nuwe regering van nasionale eenheid daartoe verbind om die grondwet te beskerm en die beginsel van privaat eiendomsreg te handhaaf. Volgens Botha word ‘n verdere herstel van bedrywighede in die residensiële eiendomsmark voorsien, asook nog 'n moontlike verlaging in die rentekoers.

Pat Grady is one of the most successful growth investors of the last decade. As the Head of Sequoia's growth investing practice, Pat has invested in companies with a combined market cap exceeding $250BN. Among Pat's immense portfolio is Hubspot, Snowflake, ServiceNow, Okta, Amplitude, Zoom and Qualtrics. Pat is also one of the best acquirers of talent in venture hiring Andrew Reed, Matt Huang, Julien Bek. In Today's Episode with Pat Grady We Discuss: 1. The Sequoia Investment Process: What is the Sequoia investment process today? How has it changed over time? What could be improved about the process? Where is it weak? What is the biggest strength of the process? How do Sequoia remove politics from the investment decision-making process? Are the best deals "contrarian"? What does Pat mean when he says you do not "get extra points for being contrarian and right"? 2. What Sequoia Look for When Investing: What is Pat's framework for assessing founders? How does it differ when investing early vs late? Team, traction, TAM, how does Pat rank the three when investing? What have been Pat's biggest lessons on market sizing? Does Pat take market timing risk? How much weight does Pat place on "traction" when investing? How sustainable is PMF? 3. The Three Core Pillars of Venture: Sourcing: What does Pat rank Sequoia for sourcing? Who is the best at sourcing in the firm? Selecting: How does Pat rank Sequoia at picking? How has it changed over time? What could Sequoia do to improve their picking ability? Servicing: What does Pat give Sequoia for their "value add"? To what extent does Pat truly believe that venture investors do add value? 4. Pat Grady: AMA: Pat has hired some of the best in the next generation of venture investors; what are his biggest lessons in what he looks for when hiring investing talent? What is his single biggest takeaway from working with Alfred Lin, Roelof Botha and Doug Leone? What are his biggest takeaways from working with Hubspot, Snowflake and ServiceNow?  

In this episode, Erik Torenberg sits down with Sequoia Capital Managing Partner Roelof Botha and Jacob Helberg, author, Palantir advisor, and founder of the Hill and Valley Conference. They delve into the challenges and opportunities around AI against the backdrop of US-China tensions, the role the government has in fostering tech innovation, and the debate between open and closed source models.

This episode of Turpentine VC is a live panel from the Hill and Valley Forum held in May 2024 on the pivotal role of novel technologies and AI in modern warfare and defense strategies, and how venture is helping rebuild the capital formation of the industrial base. Senator Mike Rounds moderates Joe Lonsdale, Managing Partner at 8VC, Josh Wolfe of Lux Capital, and Matthew Steckman, CRO at Anduril to discuss the novel military applications of the technologies they are working on and the shift in culture at the DoD that could usher in a new future of warfare. Source better deals with the most complete startup database: https://bit.ly/harmonicturpentine RELATED PODCAST: Subscribe to The Hill & Valley Podcast This season brings together Silicon Valley innovators and lawmakers to address the most pressing problems: the techno-economic war with China, AI regulations, and the next space race. Hear new episodes with Alex Karp, Jacob Helberg, Alexandr Wang, Jack Clark, Roelof Botha, Delian Asparouhov, and Vinod Khosla. Apple: https://podcasts.apple.com/us/podcast/the-hill-valley/id1692653857 Spotify: https://open.spotify.com/show/39s4MCyt1pOTQ8FjOAS4mi -- SPONSORS:

South Africans are paying significantly more on their bonds and to service their debts due to the South African Reserve Bank's (SARB) interest rate hikes – which were never needed. An economist has warned South Africans that they are paying the cost of an unnecessarily harsh monetary policy, which is costing households at  least R4,000 a month. This is the view of Dr Roelof Botha, an economist, a part time economics lecturer at the Gordon Institute of Business Science (GIBS) and is the Economic Advisor to the Optimum Financial Services Group, says that South Africa's interest rates do not need to be as high as they are and he joins us to elaborate why he say that.See omnystudio.com/listener for privacy information.

Chantal Marx from FNB Wealth and Investments on whether we still buying the Richemont dips. Luno's Christo de Wit talks crypto as the Bitcoin halving is expected on Friday evening. Dr Roelof Botha unpacks the Altron FinTech Household Resilience Index.

Die JSE se indeks van alle aandele was verlede week effens hoër en het verhandel naby 75 800 punte, die hoogste sedert einde Desember 2023, wat sy wêreldwye eweknieë volg. Trading Economics sê 'n stewige styging in hulpbrongekoppelde aandele van 5,2 persent het meer as vergoed vir verliese in finansiële aandele. Kosmos 94.1 Nuus het gesels met dr. Roelof Botha, van die Optimum-groep in Suid-Afrika...

Die Suid-Afrikaanse Reserwe Bank sal sy volgende rentekoers besluit Woensdag bekend maak. Die repokoers in Suid-Afrika is 50 basispunte hoër as die Namibiese 7,75 persent en staan op 8,25 persent. Inflasie is effe op in die buurland en Kosmos 94.1 Nuus het by dr. Roelof Botha, 'n ekonomiese raadgewer van die Optimum-groep aangeklop vir sy voorspelling.

As he shares insights on the latest Afrimat Construction Index.

Wayne McCurrie of FNB on latest results from Sun International, the JSE, and OUTsurance. Dr Roelof Botha shares insights into the Afrimat Construction Index, and whether we are still seeing green shoots? Megan Fraser, tax manager at Allan Gray, discusses residency tax. Who pays and when do you pay?

After leaving PayPal, Roelof Botha went on to help Sequoia nurture some of the world's most influential tech companies, including YouTube, Instagram, and Square. Sequoia has been an investor in the AI space for a long time. The firm was an early investor in OpenAI, the company that has accelerated the current AI wave with its groundbreaking generative AI technology, which Botha sees as a foundational shake-up for business. He tells Alan and Michal that he doesn't think this wave of AI is hype, and that it will be transformational. He shares his thoughts on what sectors he believes this tech will be most impactful in; why it rivals the previous waves of internet, cloud, and mobile; and whether we will see an AI bubble. He also provides insight into the current state of the venture capital industry. Leadership Next is powered by Deloitte.

Matete Thulare from RMB on the US$ index, which has been strengthening since the last trading day of 2023 … what's driving this? Analyst Chris Gilmour talks tourism in South Africa and the benefits to local hotel and leisure stocks. Dr Roelof Botha unpacks the Altron Fintech Household Resilience Index for Q3 2023. Have conditions been improving for local consumers?

George Michelakis is the Chief Investment Officer of Gladstone Management, a $2 billion long/short equity hedge fund based in London. George founded Gladstone in 2006 with seed capital from, well me at Protégé Partners, and six years later bought back the stake when still managing less than $100 million. In the dozen years since Gladstone has won awards for European Hedge Fund of the Year and the top performing five-year fund for three years in a row. Long before that, George became an International Chess Master and took third in the 1992 World Under-20 Chess Championships. We discuss George's path from chess to investing, alongside his college friend Roelof Botha of Sequoia, the challenges of the fundamental long-short equity model, the culture required to make it work, and how he does at Gladstone. Learn More Follow Ted on Twitter at @tseides or LinkedIn Subscribe to the mailing list Access Transcript with Premium Membership

Keith Rabois is a Managing Director @ Khosla Ventures and one of the most respected venture investors of the last decade. Keith has led investments in Stripe, Faire, Ramp, Affirm and many more. Just last week, Keith announced he would be rejoining Khosla from Founders Fund, where he spent an immensely successful 5 years as a General Partner. Prior to Founders Fund, Keith started his career at Khosla where he spent 6 years and led investments in DoorDash, Opendoor, Webflow and more. In Today's Episode with Keith Rabois We Discuss: 1. The Decision to Rejoin Khosla Ventures: Why did Keith decide to rejoin Khosla Ventures from Founders Fund? What did Keith miss most that Khosla did, that Founders Fund did not? How did Delian take the news? 2. Comparing Two Great Firms: Founders Fund vs Khosla Ventures: Investing Style: How does Keith compare the investing styles when analyzing FF and KV? Price Discipline: Which firm is more price-disciplined? Does price discipline even matter? What are the single biggest mistakes Keith has made on price? How did it change how he invests? Founder Type: What sort of founder would choose KV? What founder would choose FF? How did the depth & quality of investment decision-making compare between KV and FF? 3. What It Takes To Win in Venture in 2024: Liquidity: What have been Keith's biggest lessons on when is the right time to sell positions? Capital Planning: What have been Keith's biggest lessons on the most effective use of reserves? Why does Keith believe if you do not lose some deals as an investor, you are not competing for the right companies? Khosla Ventures recently raised $3BN. How important is the ability to support companies across their lifetime in 2024 vs stage specific? 4. Where is The Best Place to Invest: Why does Keith think seed is the best place to be investing today? Why despite the better risk/reward profile, does Keith think Series A is not the best place to invest? Does Keith believe we will see the return of growth investing in 2024? What does Keith predict for the M&A market in 2024? Did Figma kill all activity? When will the IPO windows open again? Why would Stripe go out this year? 5. Keith Rabois: AMA: Why did Keith not want to start his own fund? Will he ever? What have been Keith's biggest lessons from working with Vinod Khosla and Peter Thiel? What were Keith's biggest lessons from Roelof Botha on what it takes to be an effective board member? How does Keith think about bitcoin in 2024?

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options for your bonus, if you're lucky enough to get one.

Dr Roelof Botha considers the interest rate increases ‘unwarranted' as a result of the Reserve Bank's emphasis on the inflation expectation survey.

CEO Jack Dorsey reflects on Block's origins and defining moments with host Roelof Botha.  Dorsey founded Square in 2009 with a clear vision: economic empowerment for all. Their dongle that turns iPhones into credit card readers was just the start. With Square, small business owners were able to reach more customers and better manage their companies. But when Cash App, which emerged from an internal hackathon, started to gain traction, Square had a decision to make: stick to their core focus, or risk building an unproven product for consumers? Dorsey explains how Block succeeded by weaving new products around a core vision, and how a controversial shift in strategy led them to fully deliver on their founding mission.   Host: Roelof Botha, Managing Partner of Sequoia Capital  Featuring: Jack Dorsey, Alyssa Henry, Brian Grassadonia Learn more about your ad choices. Visit podcastchoices.com/adchoices

This Week in Startups is brought to you by… Supergut is the easiest and tastiest way clinically-proven to regulate digestion, curb cravings, and boost energy. Get 30% off their delicious shakes, bars, and fiber mix at Supergut.com with code TWIST. Coda. A new doc that brings words, tables and teams together. All your valuable data, plans, objectives, and strategies in one place. Go to https://coda.io/twist to get a $1,000 credit! Mercury. 90 percent of startups fail — 90 percent. Just 10 out of every 100 make it. Mercury exists to close that gap — helping companies succeed with banking and credit cards engineered for the startup journey. Join over 100,000 companies banking with Mercury at http://mercury.com * Today's show: Roelof Botha joins Jason to discuss the state of VC (3:35), Sequoia's new series “Crucible Moments” (9:31), and much more! * Time stamps: (0:00) Sequoia Capital's Roelof Botha joins Jason (3:35) The state of the Silicon Valley ecosystem (8:00) Supergut - Get 30% off with code TWIST at https://supergut.com (9:31) “Crucible Moments” and their significance (14:31) Pre-IPO vs. Post-IPO market values (18:10) Founder ambition and mistakes made during “Crucible Moments” (22:25) The importance of founders starting narrow and what makes a great VC in tech (27:20) Coda - Get a $1,000 startup credit at https://coda.io/twist (28:49) Commonalities between the AI boom and the crypto boom (33:31) U.S. frameworks regarding crypto (37:10) Mercury - Join 100K+ startups banking with Mercury at http://mercury.com (38:23) The milestone-based reward system in venture capital (43:24) Taking over as head steward at Sequoia Capital (56:02) “Crucible Moments” at Sequoia (1:05:57) Maintaining consistency in life and venture * FOLLOW Roelof: https://twitter.com/roelofbotha * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast

A podcast about the inflection points that shaped some of the most important companies of our time. Crucible moments are pivotal decisions that determine your trajectory. Hear from founders like Jack Dorsey of Block, Jensen Huang of Nvidia, and Anne Wojcicki of 23andMe about how they navigated the challenges and opportunities that defined their stories. Hosted by Roelof Botha, Managing Partner of Sequoia Capital, who has spent over 20 years building companies such as Youtube, Square, and Instagram. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Sequoia Capital, one of the world's largest and most successful VC firms, told investors today it will split into three partnerships, separating its China and India units. It's been a tough first year for U.S. and Europe lead Roelof Botha – the tech market turned, and amid rising geopolitical tensions, he oversaw billions in devalued investments. 

Roelof Botha — Investing with the Best, Ulysses Pacts, The Magic of Founder-Problem Fit, How to Use Pre-Mortems and Pre-Parades, Learning from Crucible Moments, and Daring to Dream | Brought to you by Wealthfront's high-yield savings account, Eight Sleep's Pod Cover sleeping solution for dynamic cooling and heating, and Shopify global commerce platform providing tools to start, grow, market, and manage a retail business. More on all three below.Roelof Botha (@roelofbotha) has spent over 20 years building companies in Silicon Valley. He began within the walls of nascent PayPal, which he joined in March of 2000 while completing his MBA at Stanford. He became CFO in 2001 and led the company through both its IPO in early 2002 and subsequent acquisition by eBay. Roelof joined Sequoia Capital in 2003 to help founders build enduring businesses. He leads the US/Europe business as Managing Partner and serves as Senior Steward of the global Sequoia Partnership. Roelof is a director of 23andMe, Bird, Ethos, Evernote, Inside.com, Landis, mmhmm, MongoDB, Natera, Pendulum Therapeutics, Square, and Unity Technologies. Previously, he was a director of companies that include YouTube, Tumblr, Xoom, Assurex, and Eventbrite. He also led Sequoia's investment in Instagram.Please enjoy!This episode is brought to you by Wealthfront! Wealthfront is an app that helps you save and invest your money. Right now, you can earn two percent APY—that's the Annual Percentage Yield—with the Wealthfront Cash Account. That's twenty times more interest than if you left your money in a savings account at the average bank, according to FDIC.gov. It takes just a few minutes to sign up, and then you'll immediately start earning two-percent interest on your savings. And when you open an account today, you'll get an extra fifty dollar bonus with a deposit of five hundred dollars or more. Visit Wealthfront.com/Tim to get started.*This episode is also brought to you by Shopify! Shopify is one of my favorite platforms and one of my favorite companies. Shopify is a platform designed for anyone to sell anywhere, giving entrepreneurs the resources once reserved for big business. In no time flat, you can have a great looking online store that brings your ideas to life, and you can have the tools to manage your day-to-day and drive sales. No coding or design experience required.More than a store, Shopify grows with you, and they never stop innovating, providing more and more tools to make your business better and your life easier. Go to Shopify.com/tim for a FREE 14-day trial and get full access to Shopify's entire suite of features.*This episode is also brought to you by Eight Sleep! Eight Sleep's Pod Cover is the easiest and fastest way to sleep at the perfect temperature. It pairs dynamic cooling and heating with biometric tracking to offer the most advanced (and user-friendly) solution on the market. Simply add the Pod Cover to your current mattress and start sleeping as cool as 55°F or as hot as 110°F. It also splits your bed in half, so your partner can choose a totally different temperature.And now, my dear listeners—that's you—can get $250 off the Pod Cover. Simply go to EightSleep.com/Tim or use code TIM at checkout. *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/timferrissPast guests on The Tim Ferriss Show include Jerry Seinfeld, Hugh Jackman, Dr. Jane Goodall, LeBron James, Kevin Hart, Doris Kearns Goodwin, Jamie Foxx, Matthew McConaughey, Esther Perel, Elizabeth Gilbert, Terry Crews, Sia, Yuval Noah Harari, Malcolm Gladwell, Madeleine Albright, Cheryl Strayed, Jim Collins, Mary Karr, Maria Popova, Sam Harris, Michael Phelps, Bob Iger, Edward Norton, Arnold Schwarzenegger, Neil Strauss, Ken Burns, Maria Sharapova, Marc Andreessen, Neil Gaiman, Neil de Grasse Tyson, Jocko Willink, Daniel Ek, Kelly Slater, Dr. Peter Attia, Seth Godin, Howard Marks, Dr. Brené Brown, Eric Schmidt, Michael Lewis, Joe Gebbia, Michael Pollan, Dr. Jordan Peterson, Vince Vaughn, Brian Koppelman, Ramit Sethi, Dax Shepard, Tony Robbins, Jim Dethmer, Dan Harris, Ray Dalio, Naval Ravikant, Vitalik Buterin, Elizabeth Lesser, Amanda Palmer, Katie Haun, Sir Richard Branson, Chuck Palahniuk, Arianna Huffington, Reid Hoffman, Bill Burr, Whitney Cummings, Rick Rubin, Dr. Vivek Murthy, Darren Aronofsky, and many more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.