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The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Daniel Dines is one of the greatest European founders of the last decade. As the Co-Founder of UiPath, he has scaled the business to a market cap high of $ 44BN in 2021, with the company now generating $1.72BN in revenue, growing 15% year-on-year. The company raised $2BN before its IPO, backed by Sequoia, Accel, CapitalG, Coatue and Kleiner Perkins. AGENDA: 05:00 Why Dario is Wrong About Millions of AI Einsteins? 13:00 Is AI Safety Becoming an Excuse to Kill Open Source? 21:00 Does UiPath Really Need 4,000 Employees? 28:00 Would You Help Train the AI That Could Replace You? 32:00 What Percent of Salary Spend Does Daniel Spend on Inference? 34:00 Can You Really Vibe Code Your Way Out of Paying for Software? 37:00 Why Would Anyone Take Their Company Public Today? 39:00 Could an OpenAI–Anthropic Duopoly Break Nvidia's Business? 45:00 Will AI Models Capture the Value—or Will the Apps? 49:00 Is Fireworks Still Undervalued at $15 Billion? 56:00 Has Europe Already Lost—and Should Founders Leave? 1:03:00 What Could Kill UiPath—and How Is AI Changing the CEO's Job? 1:06:00 60 Supplements a Day: How Far Would You Go to Live Longer?
This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Mike Vernal is a General Partner at Conviction and one of Silicon Valley's most respected operator-turned-investors. He joined Facebook very early, spent eight years there working closely with Mark Zuckerberg and ultimately became VP of Product and Engineering, before becoming a partner at storied venture capital firm Sequoia Capital, where he backed companies including Notion, Rippling, Clay and Statsig.In this conversation, Mike joins Vidit to unpack the journey from Microsoft to joining Facebook when it was still only a few hundred people, helping scale it through one of the most important periods in technology, and later becoming a partner at Sequoia before joining Conviction. He shares what he learned working closely with Mark Zuckerberg, why Facebook's obsession with speed became such an advantage, how he learned to spot exceptional founders, and why ambition remains one of the traits he values most.They also explore why Mike believes people risk “overfitting” to a job after seven years, what Sequoia taught him about great businesses, why he came back to venture after some of the most enjoyable years of his life with his family, and what changes when the cost of creating software starts approaching zero. Along the way, Mike shares the habits, quirks and principles behind his reputation as a “nerd's nerd”, from obsessive curiosity and inbox zero to the belief that the best leaders make the people around them better.Please enjoy exploring your curiosity._______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 — The Nerd's Nerd04:00 — Growing Up in New York08:00 — Power, Internet and Caffeine13:00 — Working at a Startup in High School14:00 — Why Harvard Became the Goal18:00 — Meeting His Wife24:00 — What Microsoft Taught Him31:00 — Why Strategy Can Go Wrong33:00 — How Facebook Built High-Impact Teams37:00 — The Moment Facebook Felt Different43:00 — Facebook's Speed Advantage49:00 — Why Mike Left Facebook54:00 — Why Sequoia56:00 — Learning What Makes a Great Business59:00 — Why He Doesn't Take Notes01:01:00 — What Mike Looks for in Founders01:07:00 — Leaving Sequoia01:09:00 — Why He Joined Conviction01:14:00 — How Mike Spots What's Next01:16:00 — When Software Costs Approach Zero01:18:00 — What Makes Products Go Viral01:20:00 — Coaching His Kids01:22:00 — Inbox Zero and Productivity01:25:00 — What Mike Is Experimenting With01:27:00 — The Advice That Changed His Career________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).
The Great Spirit of the Sequoia frequency invites you to claim the rare grace of attunement with your Sequoia Nature. Want access to the transcript and show notes for future episodes? Visit our website at www.gaiatranslate.com Please rate, review and share the Gaia Translate podcast with your friends and colleagues so that more of us are able to receive this timely communication from the greater family of life we are all a part of.
Episode 444 of The VentureFizz Podcast features Laura Rippy, Managing Partner and Board Member at Alumni Ventures. When you see the rankings of the top VC firms, you often hear the big brands out there like Andreessen Horowitz, General Catalyst, Sequoia, Accel, and others… but did you know that one of the top 20 VC firms, as determined by CB Insights, is based in Manchester, NH? Yes – Manchvegas, where I grew up, so I find that stat of particular interest. Founded in 2014, AV's mission has always been to provide individual investors with professional-grade access to elite venture capital investing opportunities. It is a category that they pretty much created and it is not only working, but it is thriving. AV is continuously listed as one of the most active VC firms with thousands of investments made and over $1.6B in committed capital. Portfolio companies include Groq, the buzzing AI chip startup; Oura, the smart ring wearable company that recently filed for an IPO; Mercor, which was most recently valued at a decacorn status; and Apollo Atomics, a company that you might recognize, as I just had their CEO on The VentureFizz Podcast a few weeks ago. Laura comes to venture capital with a deep background as a former CEO and operator. In addition to serving on the board, Laura oversees multiple fund families at Alumni Ventures, including their Dartmouth fund called Green D Ventures, their Harvard fund called The Yard Ventures, their Women's Fund, and US Strategic Tech Fund. In this episode, we cover: * Laura's background as an operator and how she made the transition into venture capital. * The story and model behind AV, and how they built a $1.6B+ platform that democratizes VC access for accredited investors. * The current state of the markets in terms of trends in private vs. public markets, and high-profile portfolio stories like Oura and Northwood Space which is founded by Bridgit Mendler. * Deep dives into the various sectors that Laura concentrates on in terms of making investments. * How AV leverages its massive network and AI back office to add tangible value to its portfolio companies. * What she looks for in early-stage founders and the specific deal dynamics that signal a winning investment. * And so much more!
- Analysts React to iPhone Event - Apple Shares Up Day After iPhone Event - Joanna Stern Seriously Plays with iPhone Duo - Listener Reaction to "Surprise and Shine" Event - Apple Intros AppleCare One Family - iPhone Duo Supports MagSafe and Qi2 Charging - iPhone Handoff Limited to Two Carriers to Start - T-Mobile to Charge $5 Per Month for iPhone Handoff - Apple Extends Satellite Service for Older iPhones (Again) - Apple Warns of Future Tiered Charges for Apple Intelligence - Developers Can Now Submit Apps Built for blankOS 27 - 46mm Apple Watch Series 12 Saw $20 Price Hike - Apple Releases iOS/iPadOS 26.6.2 - Apple Seeds Fourth RC for Tahoe 26.7, Sequoia 15.8 - blankOS 27.1 Likely to Hit by 23 October - Essex, England's Renovated Apple Lakeside Re-Opens Tomorrow - Apple TV Drama "Last Seen" Underway - Sponsored by OneSkin: Get 15% off OneSkin with the code MACOSKEN at oneskin.co/MACOSKEN #oneskinpod #sponsored - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken
This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________Ellen DaSilva is the Founder and CEO of Summer Health, the pediatric healthcare company that served 30,000+ families before being acquired by Doctronic in 2026. Earlier, she was employee #8 at Hims & Hers and worked at Twitter during its hyper growth years. She is an active angel investor and Sequoia Scout, and earned her MBA with Distinction from Harvard Business School.In this conversation, Ellen joins Vidit to unpack the ambition behind her extraordinary career, the leap from Wall Street to scaling Twitter during its hyper gowth years, why she nearly became a Hims competitor before joining as employee #8, and what happened when she finally took the founder leap with Summer Health.They also explore how consumer software has changed, what makes great companies feel “inevitable”, why Ellen is “incapable of turning off founder mode”, and the philosophy behind living life on “maximum mode” and lots more. Please enjoy exploring your curiosity._______Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 Ellen's “hot take” on consumer AI02:00 From Barclays to selling Summer Health05:00 Growing up ambitious in New York09:00 The family behind Ellen's drive11:00 “CEO of Coca-Cola” at age five13:00 Politics, Bloomberg & an early obsession with change15:00 Why Ellen studied English literature18:00 Raising three intensely curious kids19:00 China vs Wall Street23:00 “I knew I was going to marry him”26:00 Discovering tech from a Wall Street desk29:00 The 10-day leap from Barclays to Twitter31:00 Scaling Twitter during hypergrowth33:00 Why “every job becomes sales”35:00 How Twitter shaped Summer Health38:00 HBS, ambition & “colouring outside the lines”42:00 How Ellen spots exceptional companies early45:00 The startup she nearly built before Hims47:00 employee #8 at Hims to IPO48:00 Building healthcare like consumer software49:00 Why Summer Health removed the interface51:00 Why text-based products may win52:00 What Ellen would build next54:00 Why Summer Health sold to Doctronic57:00 Ellen's fundraising playbook01:02:00 The 5 people in her "hall of fame" room01:08:00 The hardest period of her career01:11:00 “I'm incapable of turning off founder mode”01:13:00 Parenting without slowing down01:14:00 Living life on “maximum mode”01:17:00 Food, health & learning Mandarin01:18:00 Vibe coding, robotics & what Ellen wants to learn next01:19:00 “Where are you an outlier?”01:20:00 Ellen's pet peeve________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Shiv Rao (CEO, Abridge), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).
This Week In Startups is made possible by: Wilson Sonsini: https://www.wsgr.com/en/ Today's show: One of YouTube's three co-founders left for grad school and walked away with a fraction of what his partners made on the Google sale. Becki DeGraw of Wilson Sonsini joins Jason for Startup Legal Basics to explain the vesting schedule behind that gap, and why you want one even if you never take a dollar of venture money. Learn how VCs actually respond when a founder says "I've already put in four years," and the exact language Jason gives founders to turn one term sheet into three. PLUS, why is an inactive advisor still vesting your equity, and who wrote those performance milestones? Guests: Becki DeGraw on LinkedIn: https://www.linkedin.com/in/rebecca-degraw-639bbb62/ Wilson Sonsini: https://www.wsgr.com/en/ Relevant Links: Becki DeGraw — partner in WSGR's San Francisco office — https://www.wsgr.com/en/people/becki-degraw.html TechCrunch broke the YouTube story— https://techcrunch.com/2006/10/09/google-has-acquired-youtube/ Sequoia Capital — https://www.sequoiacap.com/ Roelof Botha — led Sequoia's YouTube investment and later ran the firm globally → https://en.wikipedia.org/wiki/Roelof_Botha ESOP / employee stock option pool — https://thisweekinstartups.com/basics Founder & advisor equity documents — https://www.wsgr.com/en/services/practice-areas/corporate/emerging-companies.html Timestamps: 0:06 Becki DeGraw on why founder equity is "near and dear" to every founder 1:53 Founder vesting explained 3:49 Why you want vesting even if you never take VC money 6:05 "Why do I have to vest again?" 7:32 Leverage is a function of how many offers you have 10:36 The exact script for landing a second term sheet 14:37 Don't let an AI write your three-page vesting schedule 18:19 Character in Silicon Valley: it's a small world after all 19:49 Take the emotion out of it Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com Check out the TWIST500: https://www.twist500.com Subscribe to This Week in Startups on Apple: https://rb.gy/v19fcp Follow Lon: X: https://x.com/lons Follow Jason: X: https://twitter.com/Jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis Check out all our partner offers: https://partners.launch.co/ Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland Check out Jason's suite of newsletters: https://substack.com/@calacanis Follow TWiST: Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin Instagram: https://www.instagram.com/thisweekinstartups TikTok: https://www.tiktok.com/@thisweekinstartups Substack: https://twistartups.substack.com
UK-based manufacturing software startup CloudNC announced Wednesday a $20 million B extension round, bringing its lifetime total raised amount to $128 million. Also, Cymphony was valued at more than $100 million in a $25 million Series A co-led by Sequoia and SMBC Fin Atlas Beyond Fund. Learn more about your ad choices. Visit podcastchoices.com/adchoices
Click here to read the episode highlights. The "Living with Heart" Podcast is brought to you by Chip Dodd Resources (www.chipdodd.com) and The Voice of the Heart Center (vothcenter.com). You can connect with Dr. Chip Dodd at chip@chipdodd.com. Contact Bryan Barley for coaching at bryan@vothcenter.com. Be sure to subscribe to Dr Chip Dodd's Substack. He shares two to three articles a week. The topics focus on healthy relationship, personal growth, and leadership. Dr. Dodd shares content two to three times a week. To subscribe, use the link above or go to chipdodd.com. Go to FREE RESOURCES at chipdodd.com to download The Map of Freedom poster and descriptive material. The Map of Freedom is a diagram of the steps and the process through which we can gain when we reclaim our makeup as God predesigned us. The steps and growth set us free to give our gifts, trust outcomes to God, walk in integrity, and lead well. (See The Map of Freedom in Free Resources) The process of growth can overcome toxic shame, false rules, imposed roles, and survival scripts that block a person from being and doing who and what God designed them to be and do. Arriving at the “places” that “The Map” guides a person toward, takes a person from hearing about something to experiencing something. It is the difference between hearing about the giant Sequoia trees and the experience of standing beneath one. As stated in the last show notes, the journey: requires many switchbacks is often slow takes a lifetime Unless something is terribly impaired about us, we all hope to be able to be productive in life and live fully until we die. We all wish to have an impact for good. We live fully with impact by being able to: give trust God with the outcomes have integrity lead well The result is freedom. But this freedom isn't free. We must walk, work, and persevere with an image in mind and the heart involved to pull us forward every day. The need for expression Human beings are created to be expressive creatures. We are created to use our minds to articulate and communicate what occurs in our hearts. Expression communicates the need for connection, along with the boundaries that make us safe to trust connection. Click here to continue reading the episode highlights.
This episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________John Willett is the Co-Founder and Chief Operating Officer of Rogo, one of the fastest-growing AI companies in global finance, used by leading institutions including Lazard, Jefferies, Rothschild & Co, Moelis and Nomura. Rogo has raised more than $300 million from investors including Kleiner Perkins, Sequoia, Thrive and Khosla, was valued at $2 billion in 2026, and John now leads its expansion across Europe and APAC.In his first in-depth interview ever, John joins Vidit to tell the story behind Rogo and the person behind the company. He reflects on growing up in Connecticut in a family of engineers, being academically far ahead of his peers, meeting co-founder Gabe Stengel at Princeton, and experimenting with AI for finance years before ChatGPT made the category obvious.John shares how early investor Kevin Ryan convinced them to quit investment banking and go all in, why Rogo spent its first two years with little external validation, and how ChatGPT changed enterprise demand almost overnight. He also explains how Lazard became the first major customer, what it took to earn the trust of global banks, and how Rogo evolved from an early product into a platform tackling some of finance's most complex workflows.They also unpack John and Gabe's co-founder dynamic, why Gabe became CEO, how Rogo recruits former bankers into operating roles, and what John has learned scaling the company from roughly 40 to 200 people while building out Europe and APAC.Please enjoy exploring your curiosity.________Get in touch with us via email at contact@curiositycentre.comJoin our stable of commercial partners including the Australian Government, Google, KPMG,, Allens, Macquarie Capital, Xero, JP Morgan and more. Show notes and more episodes hereFollow us on LinkedIn, Twitter and InstagramGet in touch with our Founder and Host, Vidit Agarwal directly hereContact us via our websiteThis episode is supported by Xero, helping businesses use AI with more control through JAX, its in-platform AI finance partner. Get 90% off your plan for your first 6 months at xero.com/highflyers. ________TIMESTAMPS00:00 – The Real John Willett04:33 – Xero06:01 – The Family of Engineers Behind John11:11 – Meeting Gabe at Princeton12:22 – The Idea Before Rogo17:16 – Building AI Before ChatGPT18:46 – The Investor Who Told Them to Quit Banking20:11 – Rogo's First Fundraising Deck24:31 – Two Years Nobody Wanted Rogo27:16 – The ChatGPT Inflection Point29:16 – Landing Rogo's First Major Customer34:11 – When Enterprise AI Started to Click38:11 – Why Big-Name Customers Matter43:10 – Deciding Who Should Be CEO45:22 – Convincing Bankers to Join a Startup50:09 – US vs Europe vs APAC55:04 – Scaling Rogo From 40 to 200+People01:00:04 – Becoming a Better Manager01:02:44 – Rapid Fire________The High Flyers Podcast features in-depth interviews with the world's most influential figures in business, tech, finance, government and sport. Launched in 2020, it has ranked in the global top ten for past three years, with listeners in 27 countries and over 200+ episodes released, and featured in Forbes, Daily Telegraph, and at SXSW.Our guests include -- Malcolm Turnbull (Prime Minister of Australia), Keith Rabois (Managing Director, Khosla Ventures), Jason Collins (Head of BlackRock, Asia Pacific), Brad Banducci (CEO, Woolworths), Michael Schneider (CEO, Bunnings), David Eckstein (CFO, Legora), Kevin Hartz (Partner, A*; Founder, Eventbrite), Jesse Zhang (CEO, Decagon), Vandita Pant (CFO, BHP), Elena Verna (Head of Growth, Lovable), David Haber (a16z Partner), Jodie Auster (Uber's Global Head of Travel), Rob Giglio (CCO, Canva), Jean-Michel Limieux (CTO, Shopify and Atlassian), Stevie Case (CRO, Vanta), Cristina Cordova (COO, Linear), Gautam Chari (Head of Capital Commitments, Bank of America), John Haddock (CBO, Harvey), Mark Suster (Partner, Upfront Ventures), Niki Scevak (Partner, Blackbird), Craig Tiley (CEO, USA Tennis), Jeanne DeWitt Grosser (COO, Vercel), Paul Bassat (Partner, Square Peg), Bowen Pan (Creator, Facebook Marketplace), Peter Varghese (Secretary of Foreign Affairs, Australian Government), Sam Sicilia (CIO, Hostplus), Jack Zhang (CEO, Airwallex), Tim Doyle (CEO, Eucalyptus), Sukhinder Singh Cassidy (CEO, Xero), Sanjeev Gandhi (CEO, Orica) and Philip Green (Australia's Ambassador/High Commissioner to India).
David Senra: Read the notes at at podcastnotes.org. Don't forget to subscribe for free to our newsletter, the top 10 ideas of the week, every Monday --------- Doug Leone spent 26 years helping lead Sequoia Capital through successive eras of technological change. Born in Italy, he came to the United States without speaking English and carried the insecurity of an outsider into his career. That fear became fuel: whenever he felt himself falling behind, he forced himself to start over. After stepping down from Sequoia at 65 to make room for the next generation, he returned four years later. Now he considers himself a low-level analyst again, racing to understand an AI revolution that he believes is rewriting business more radically than anything he has seen before. Leone explains the three questions he asks before making an investment: Would he put his children's money into it? If he could make only 20 investments in his life, would this be one of them? Could it return the entire fund? He is interested only in extreme outliers—companies capable of returning 100 times the original investment—and says the biggest mistake venture investors make is selling their winners too early. Sequoia once owned enormous stakes in Apple, Cisco, Google and NVIDIA, but even the greatest investors failed to anticipate how long exceptional companies could continue compounding. His role as an investor is not to shape a founder's technology. It is to help turn a product into a business: recruiting the first team, building sales and marketing, navigating crucible moments and preserving the founder as the soul of the company. He describes backing David Vélez before Nubank existed, what Fred Luddy's unusual ServiceNow pitch revealed about him and why Sequoia looks for the same qualities in founders and its own partners: a hypercompetitive person with a heart of gold. Leone also discusses trust as the accelerant that makes business move quickly. Trust requires both competence and good intentions, and it is earned by helping founders when they are most vulnerable. He explains why founders should architect their boards as carefully as their products, why productive disagreement is different from argument and how to deliver difficult feedback so it can actually be heard. He closes with lessons from his longtime partner Michael Moritz: listen to the exact words people choose, put the other person first and always ask what a company could become if everything goes right. Show notes: https://www.davidsenra.com/episode/doug-leone Made possible by Ramp: https://ramp.com AppLovin: https://applovin.com/senra Deel: https://deel.com/senra Chapters (00:00:00) How to Dominate for Decades (00:03:17) Turning Fear Into a Tailwind (00:05:40) Immigrant Drive, Hard Work & the Beach Club (00:12:19) Simplifying Life & Choosing Discomfort (00:14:37) The Homeless Sequoia Partner With No Plan B (00:16:49) Stepping Down, Coming Back & Starting Over (00:20:04) Why AI Is Different From Every Previous Technology Shift (00:22:13) Doug's Three Investment Heuristics (00:23:52) The Cost of Selling Great Companies Too Early (00:25:39) Helping Founders Turn Products Into Businesses (00:28:28) David Vélez, Nubank & the Psychology of Founder Support (00:32:25) Why Founders Must Remain the Soul of the Company (00:36:13) Torturing Yourself Into Greatness (00:39:57) Don Valentine, Succession & the Sequoia School of Hard Knocks (00:44:28) Staying Grounded & Developing a Sniffer for People (00:47:46) Hypercompetitive With a Heart of Gold (00:50:13) Fred Luddy, Israeli Founders & Radical Directness (00:52:28) Trust Is the Accelerant of Business (00:59:57) Starting From Zero & Hunting for the Next Great Founder (01:05:59) Architect Your Board Like Your Product (01:10:24) Truth, Disagreement & the Art of Difficult Feedback (01:13:43) Humanity, Introversion & the Value of Relationships (01:18:18) What Doug Learned From Michael Moritz Learn more about your ad choices. Visit megaphone.fm/adchoices
“I trust them to kiss the government's ass. I don't trust them to serve me.” — Keith Teare Who to trust in an age of AI agents? Especially when it seems as if these swarming agents — akin to the gang of adolescents in William Golding's Lord of the Flies — are developing minds of their own. At this week's G20 Innovation Ministerial in North Carolina, Donald Trump and his minions produced a hands-off charter for AI. Known as the “Carolina Principles,” it sounds to critics like a particularly unprincipled justification for regulation-free AI. That Was The Week publisher, Keith Teare, however, isn't a critic of Trump's Principles. Don't trust the trust scare, Keith tells us. Especially all the fear around the swarming agents that are supposedly developing minds of their own. Pooh-poohing the real-world Hugging Face breakout, Keith argues that since he's never witnessed swarming agents on his computer, they can't exist. Which is akin, I suspect, to a climate denier who argues that global warming is a hoax because it happens to be chilly outside. All-too-human logic, I fear, in our age of autonomous AI agents. Five Takeaways • The Carolina Principles. The week's set piece was a G20 Innovation Ministerial in North Carolina that Keith describes as a Trump takeover of a global event: the Russian finance minister turned up at Trump's invitation, and the attendees were lectured — via David Sacks and Howard Lutnick — on the merits of unregulated American capitalism. A propaganda event, Keith concedes, but one that reached the right conclusion: the resulting “Carolina Principles,” signed by everyone including the Europeans, call for flexible frameworks that encourage adoption and pointedly decline to make trust a license innovation must obtain in advance. With Bernie Sanders calling the same week for a development halt pending government licenses, Keith's position is characteristically blunt: “when I've started a company, I don't go and ask permission. I just do it.” Getting rid of Lina Khan, he adds, remains about the only thing he likes about the Trump administration. Andrew's verdict on the charter: to critics, a particularly unprincipled justification for regulation-free AI.• Don't Trust the Trust Scare. Keith's editorial thesis: trust is not granted by authority; it is built through use. You trust yourself in a car because you drive one, and not on roller skates because you fall over. Over seventy percent of Americans now use AI — the same Americans who tell Politico they oppose data centers — which is why Keith reads the backlash as a confection of media and populist politicians, soon to evaporate (the real coming problem, he argues, is too few data centers, not too many; the modern off-grid ones are net givers of power). The withheld ChatGPT-6 gets the same treatment: launched but limited to insiders, which Keith reads not as safety but as government relations — the pull quote of the week. Andrew's counter: in a world without regulators, trust in the companies is all we have — including, awkwardly for Keith, when they withhold their own products. Exhibit for the defense, from The Washington Post: Americans in an age of anxiety leaning on AI — Keith included, who feeds his medical records to ChatGPT and finds it “very closely aligned with what your doctor thinks.”• The Swarming Fight. The hour's genuine clash. In the wake of the Hugging Face hack, Kevin Roose warned in The New York Times that it should make you worry more about AI, and OpenAI's Dean Ball publicly apologized for failing “to communicate in sufficiently serious terms about the specifics of self-sovereign AI.” Neither is a doomer — which is Andrew's point. Keith's rebuttal: every swarm sighting has occurred inside an AI lab, in an experiment whose parameters the labs themselves set — “on my computer, I don't see any swarms” — and self-sovereign AI is anthropomorphizing science fiction: agents pursue goals humans set. “I know enough to know BS when I read it, and this is BS.” Andrew's reply — “I think you're trivializing” — went unwithdrawn, and his sign-off flagged that Keith perhaps simplifies the Hugging Face incident. Unresolved, to be continued. Andrew's framing gives the episode its title — swarming agents as the gang of adolescents in Golding's Lord of the Flies — and his verdict its sting: Keith's I-see-no-swarms-on-my-computer logic is akin to a climate denier calling global warming a hoax because it's chilly outside. Keith's exit line: “I'm just gonna go and check on my swarms.”• Nvidia Buys Hugging Face. The week's biggest deal: Nvidia acquired Hugging Face — the repository of the world's open-source AI models — for $13 billion, just as The New York Times reported corporate America getting hooked on open source (much of it Chinese: GLM 5.3). The economics, per Keith: an $18,000 Mac Studio or a top-end Nvidia GPU beats $200-a-month token fees — AI capability migrating to the edge, out of OpenAI's and Anthropic's meters. Which suits Nvidia either way: The Economist calls it the central bank of AI, though Andrew prefers arms supplier — it wins whether the future is open or closed, and is, ironically, the most trusted name in the business precisely because it has no dog in the fight. Don't expect it to govern anything, says Keith: “that would put friction in the way of their sales.” The challenger to watch: newly public Cerebras, whose wafer-scale chips undercut Nvidia on token price.• Mom and Dad's Money. The Times asked which investors will get rich from Anthropic's IPO — and noted that, unlike past booms, firms like Sequoia hold both horses, OpenAI and Anthropic alike. Keith's arithmetic explains why: fewer than fifty companies will return venture capital this cycle, those two representing more than half the likely value, and last month 75 percent of all dollars invested in VC funds went to Andreessen Horowitz alone. (His own SignalRank barometer: for two years, none of its 64 investments cracked the top-20 most-wanted secondary shares; now five have.) The pyramid runs from VCs down to pension funds — “somebody's mom and dad's money is heavily betting that Anthropic and OpenAI are gonna return large amounts of wealth” — and late secondary buyers, Figma-style, almost always lose when the IPO right-sizes the price. What could topple the deck of cards? Regulation slowing the modeled returns. Which is why, for Keith, the midterms should be fought on jobs and wages — data centers, he insists, are not a winning issue. About the Co-Host Keith Teare is the founder and CEO of SignalRank Corporation and publisher of the That Was The Week tech newsletter, whose editorial — “Don't Trust the Trust Scare” — frames this episode. A serial entrepreneur and co-founder of TechCrunch, he has spent five decades building and funding technology companies, and brings a techno-optimist's eye to Keen On America's weekly wrap of the tech news. References: • That Was The Week — Keith's newsletter, including this week's editorial, “Don't Trust the Trust Scare,” and his companion piece on concentration and diversification at The State of Venture.• &nb...
Fall is teasing us across the country, and California's Sequoia Country — home to Sequoia and Kings Canyon National Parks, Sequoia National Forest, the Giant Sequoia National Monument, and the welcoming communities of Tulare County — is right on the edge of the season's first cool breeze. In this episode of Big Blend Radio's "California Sequoia Country" Podcast, Sequoia Tourism Council members Suzanne Bianco (Visit Visalia) and Holly Streit (Sequoia & Kings Canyon National Parks), talk pumpkins, changing leaves, dark skies, and the harvest season events that make fall one of the best times to visit. Suzanne shares the local countdown to fall starting with Vintage Press's stuffed pumpkin dish in Visalia, and points listeners to cooler-weather hikes at Kaweah Oaks Preserve, Mooney Grove Park, and the Woodlake Botanical Garden loop around Bravo Lake and more. Holly talks changing colors in the giant forest, the importance of dark skies for migrating birds and bats, and previews the Sequoia Parks Conservancy's Dark Sky Festival (September 11–13) which will features a keynote from the scientist behind Wowsabout, the Jim Henson Company's preschool special exploring Sequoia National Park and the science of awe. The conversation covers shuttle schedules (Memorial Day–Labor Day), the foothill hikes at Potwisha and Paradise Creek, and giant forest trails including Congress Trail and the North Grove Loop. Then it's on to fall festivities: the Tulare County Fair, Visalia's Taste of Downtown (October 7) and Taste the Arts Festival, First Friday art walks, mixed-media artist Toni Best's gourd art, and early holiday-shopping tips through the Sequoia Parks Conservancy.
Michael Moritz has written books through every phase of his life: the first history of Apple and an account of Chrysler's near-death while he was a journalist at Time, a study of Alex Ferguson's Manchester United in the middle of his 38 years at Sequoia, and now Ausländer, a family memoir, after leaving the firm. Moritz calls himself a dilettante with too many interests, but listen to him on learning to paint in his 40s, or the questions he would ask a ten-year-old boy in a German village in 1890, and you may decide that unsatisfied curiosity is not a small thing to build a life on. Tyler and Michael discuss his childhood in Wales, where his love for visual arts came from, why he disappointed his Latin teacher, having Thanksgiving dinner with Philip Roth, why children don't interrogate their parents about their history, what he feels visiting Germany and why he now holds German citizenship, how a history major with no technical background talked his way into Sequoia, his unpublished Don Valentine profile, what people underrate about Steve Jobs, obsessives versus dilettantes, why capitalism was more ablaze in China than America, what funding the Booker Prize taught him about his own ignorance, how to improve San nonprofits, how an incurable cancer diagnosis changed his calendar, why Britain's stuck, what he'll learn next, and more. Read a transcript enhanced with helpful links, or watch the full video on YouTube. Recorded July 21st, 2026. Other ways to connect Follow us on X and Instagram Follow Tyler on X Sign up for our newsletter Join our Discord Email us: cowenconvos@mercatus.gmu.edu Learn more about Conversations with Tyler and other Mercatus Center podcasts here. Timestamps: 00:00:00 - Intro 00:04:57 - On living with difficult art 00:09:44 - On Jewish literature 00:13:00 - On why children don't interrogate their parents 00:15:54 - On returning to Germany 00:23:37 - On stumbling into venture capital 00:28:49 - On obsessives and dilettantes 00:33:03 - On supporting the Booker Prize 00:34:17 - On improving San Francisco's nonprofits 00:37:26 - On controlling your own calendar 00:38:43 - On why Britain is stuck 00:40:06 - On what comes next 00:41:10 - Outro
What is your child saying to themselves when they make a mistake?“I'm terrible at this.”“I'll never get it.”“Maybe I'm just not talented enough.”Those statements may sound harmless in the moment—but repeated negative self-talk can begin shaping what a child believes about themselves.In Episode 162 of High Performance Parenting, Greg Francis continues his Champion Mindset conversation with his daughter Crissy as they explore the connection between self-talk, mental toughness, preparation, discipline, and performance.Crissy openly shares that she can be her own worst critic and has had to intentionally change the way she speaks to herself on the tennis court and in everyday life.In this episode, you'll discover:Why champions aren't simply born with stronger mindsHow mental toughness can be intentionally developedWhy negative self-talk affects performanceHow children unintentionally reinforce limiting beliefsWhat athletes can say after mistakes instead of attacking themselvesWhy discipline now prevents regret laterHow physical preparation and mental preparation work togetherWhy children need to focus on what they can controlHow to help kids stop comparing their circumstances to othersWhy becoming champion-minded requires changing daily habitsCrissy explains that instead of reacting to a mistake with frustration, she's learning to respond with thoughts such as “It wasn't my best, but it was closer.” That seemingly small shift helps her remain in a productive mental state rather than spiraling into criticism.Greg also shares an important warning:Your subconscious starts believing what you repeatedly tell it.That's why helping kids develop healthy, truthful, productive self-talk is about much more than sports.It's preparing them for life.
Keenan, founder and CEO of A Sales Growth Company and the bestselling author of Gap Selling, joins Sam Jacobs, AJ Bruno, and Asad Zaman to make the case that two companies with identical revenue can be valued 3 to 4 times apart, depending entirely on how that revenue got made. Topics include the four sales org archetypes (heroic, random, peacock, and compounding), the valuation discount investors quietly apply to revenue produced by heroics, why quota attainment fell from 60% to 23% while enablement spend went up 7x, and the difference between a sales system and sales structure. Plus, what revenue leaders can learn from how Sequoia, Blackstone, and CAA actually run their people, why Keenan is done with the phrase go-to-market, and the story behind the one-name brand. Key Takeaways: - How you produce revenue changes what the market will pay for it: investors are buying your ability to repeat the number, not the number itself. Keenan puts a figure on it in his paper Not All Revenue Is Created Equal: "the discount could be as much as 15 to 20% discount on the valuation." Heroics hides the cost; nobody opens a CRM and sees "we closed a $2 million deal and nobody saw that that $2 million deal started at $2.6 million." - Systems are not structure. A system defines the outputs it wants and stays agnostic about how each rep gets there, which is what separates it from a script. "Making people do everything the same is structure," Keenan said. He runs it through golf: "I focus less on what your swing looks like, and I'm asking myself, are you able to hit a draw when you need to hit a draw?" - Sales teams over-invest in training the behavior (structure) and under-invest in understanding the buyer, which Keenan calls sales physics: "nobody buys anything unless their current state is untenable and intolerable." A good system helps the buyer realize that state, which will allow a deal to close. - The spending trend is going the wrong way, and Keenan closes the episode with the numbers: "In 2012, depending who you ask, 60% of reps made quota… now 23%… And the spend has gone up 7x… But win rates declined by 29%. Sales cycles extended by 37 days… What we're investing in isn't working." It persists because no CRO gets room to rebuild: "It's the boat's got a hole in it… You got to fix it. But by the way, you cannot dry dock the boat." And yes: AJ Bruno is buying the book for the first 20 listeners who reach out. Send AJ a direct message on LinkedIn or in the Pavilion Topline Slack and he will buy you a copy of Gap Revenue Performance. Connect with the Hosts & Guests: Host: Sam Jacobs, CEO at Pavilion - https://www.linkedin.com/in/samfjacobs/ Host: AJ Bruno, CEO at QuotaPath - https://www.linkedin.com/in/ajbruno3/ Host: Asad Zaman, CEO at STA - https://www.linkedin.com/in/azaman1/ Guest: Keenan, CEO & Founder at A Sales Growth Company - https://www.linkedin.com/in/jimkeenan/ Topline is more than a YouTube Channel: Subscribe to Topline Newsletter: https://toplinemedia.substack.com/ Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech: https://www.joinpavilion.com/topline-podcast Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast: https://www.joinpavilion.com/topline-slack Chapters: 00:00 Introducing Keenan And Gap Selling 03:08 A Dollar Of Revenue Is Not A Dollar 03:46 The Four Sales Org Archetypes 06:59 The 15 To 20% Valuation Discount 08:58 The MEDDIC Definition Problem 12:47 The Left Tackle Analogy 18:24 Can Heroics Be Predictable? 23:10 Structure Is Not A System 28:32 What VC Firms Get Right 42:09 The Physics Of Selling 50:16 Awareness First, Then Pipeline 51:55 Tired Of The Word Go-To-Market 1:00:23 AI, Product Velocity And Enablement 1:04:26 Is Sales A Power Law? 1:12:09 The Story Behind One Name
This edition features 16 talented artists showcasing the diverse world of electronic music. From the driving sounds of Berlin School to soothing ambient textures, experimental pieces, and ethereal scores, there's something for every enthusiast. You'll also discover fresh faces like Mnemos, a Polish duo from France, along with works by Antike Elektronische Musik, capturing sequencer-driven vibes, and Anders Brørby, creating organic ambient soundscapes. Enjoy cinematic-inspired pieces from Henry Solberg in the USA, along with dark ambient tracks inspired by Stanley Kubrick's The Shining on a compilation album, and finally, the innovative Canadian guitarist Aidan Baker. Each artist brings their unique touch, making this a truly great collection. Enjoy. Download Bios: www.sequencesmagazine.com/podcasts/ Playlist No 293 01.59 MNEMOS ‘Śnienie' (album Terra Nullius) https://mnemospl.bandcamp.com/album/terra-nullius 08.13 Antike Elektronische Musik ‘Tesseract Set Two' (album Tesseract) ***https://antikeelektronischemusik.bandcamp.com/album/tesseract 18.02 Thaneco & Romerium ‘Gravitational Fields.' (album The Undiscovered Planet X) https://thaneco.bandcamp.com/album/machine 27.00 Thaneco & Romerium ‘ An Atmosphere of Hydrogen and Helium' 32.04 Arcane ‘Nothing Lives Here Anymore' (album Silent Cities) https://paullawler.bandcamp.com/album/silent-cities 39.17 vOLKER rAPP ‘The Arks Berkshire, Valley Forge, Sequoia and Mojave' (album Silent Running) https://cyclicaldreams.bandcamp.com/album/silent-running-cyd-0164 45.12 vOLKER rAPP ‘What Are We Doing Here' 50.02 vOLKER rAPP 'Realising the Domes' 55.30 vOLKER rAPP ‘Silent Running to Saturn' 01.01.14 vOLKER rAPP 'Valley Forge and Lowell are Lost' 01.02.34 Dean De Benedictis ‘Born Of Flight' (album Salvaging The Future) www.spottedpeccary.com 01.09.31 Dean De Benedictis ‘The Outer Links' 01.15.53 Dean De Benedictis ‘ASMR Tragedy Lines' 01.22.23 Anders Brørby 'Summer Of 99' (album Kaiju) https://timereleasedsound.bandcamp.com/album/kaiju 01.29.10 Erik Wøllo ‘Earthshine' (album Earthshine) www.projekt.com 01.33.02 Erik Wøllo ‘Flux World' 01.35.09 Erik Wøllo ‘Dark Side' 01.37.06 Erik Wøllo ‘Galaxy' 01.38.53 Erik Wøllo ‘Mirror World' 01.41.48 Conrad Schnitzler ‘LichtPunkte' (album LichtPunkte :Light Points:) *** https://conradschnitzler.bandcamp.com 01.49.44 Conrad Schnitzler ‘NachtFahrt' (album NachtFahrt :Night Drive:) *** 01.58.57 Henry Solberg ‘Enter' (album Seek Brighter Deeps) https://henrysolberg.bandcamp.com 01.59.56 Henry Solberg ‘Look Beyond' 02.04.03 Henry Solberg ‘Exit' 02.08.50 Blue Is Nine ‘All That Is Gone' (album Beyond The Quiet Sky) https://timereleasedsound.bandcamp.com/album/kaiju 02.14.04 Blue Is Nine ‘Castaway' 02.16.51 Trem 77 ‘Blue Shines Through' (Granular Matter Mix) (album Textural Colour Spectrum Sandpainting) https://trem77.bandcamp.com/album/textural-colour-spectrum-sandpainting 02.19.38 Trem 77 ‘Starlight Spectrum Sandpainting (Strings Mix)' 02.26.06 Aidan Baker ‘Petrol-Jasmine' (album Adverse Camber) https://owltotem.bandcamp.com/album/adverse-camber 02.31.45 Lyn Y Cwn 'Sidewinder Ascent' (album Overlook. Music Inspired By Stanley Kubrick's The Shining) https://unexplainedsoundsgroup.bandcamp.com/album/overlook-music-inspired-by-stanley-kubrick-s-the-shining 02.37.24 Stefan Klaverdal ‘The Haunting' (album Overlook. Music Inspired By Stanley Kubrick's The Shining) 02.42.37 Dirk Serries & PBK ‘Amplitude Split' (album Amplitude Split) https://soundfume.bandcamp.com/album/amplitude 02.49.37 Dirk Serries 'Slowly Wired' (album Curves Of Splendor) www.projekt.com Edit ***
Chris is the Co-Founder and CEO of Drive Capital. Prior to Drive, Chris was a Partner at Sequoia Capital where he helped launch the firm's first growth fund. Chris left Sequoia in 2012 to start Drive in Ohio on a single bet: the best companies in America are getting built outside Silicon Valley (and almost nobody's funding them). Thirteen years later, Drive has handed back over $1 billion to its investors in a market where most funds can't return a dollar.We talk chasing $2B outcomes instead of $50B, when his lead investor pulled out the day he moved from SF to Columbus, why only 100 of 3,500 firms can raise right now, the welders quitting to drive DoorDash, and why America is the best emerging market on earth.Thanks to this episodes sponsors!Numeral: Sales tax on autopilot https://www.numeral.comFlex: Premium banking, 60-day credit, 0% APR https://home.flex.one/referral/bananacapitalAmplitude: AI analytics https://www.amplitude.comMerge: Every model, one API https://www.merge.dev/turnerMonaco: The revenue engine for startups https://www.monaco.com/Timestamps:(0:00) America is the best emerging market(8:13) Why this couldn't have happened pre-2006(10:48) Top lessons from 10 years at Sequoia(14:17) Why the "meeting factory" model fails(21:42) Searching for vacuums(24:51) Sequoia passed on a company 10 miles too far(29:37) Greece's GDP equals Detroit's(34:34) The biggest tech companies aren't in SF(40:28) 223 meetings to raise Fund 1(44:27) Turning one fund into a product catalog(48:47) The day his biggest LP pulled out(52:08) Fundraising is a persistence game(57:36) Returning $500M in a single week(59:56) Only 12 companies hit $50B in 20 years(1:01:29) Why Drive owns 30%, not 10%(1:05:03) Returns over logos, the carry math(1:10:00) Mindset of VC's outside SF(1:15:54) How AI unlocks boring, giant markets(1:19:22) Investing in catalysts, not sectors or geo(1:25:35) 3,500 firms raised, 100 survived(1:31:33) OpenAI won't eat every other company(1:37:46) Compete with yesterday's version of yourself(1:40:19) Small changes, compounding resultsReferencedDrive Capital: http://drivecapital.com/Follow ChrisTwitter: https://x.com/ChrisOlsenCMHLinkedIn: https://www.linkedin.com/in/cholsenFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/
It's The Stacks Book Club Day, and Sequoia Holmes, host of the Black People Love Paramore and Freshly Pop'd podcasts, is back to chat about our August pick, Fish Tales by Nettie Jones. Set in the 1970s, this dark, satirical novel-in-vignettes follows Lewis Jones, a freewheeling young woman partying her way through NYC and Detroit until her independent lifestyle is upended by her relationship with the handsome yet cruel Brook. In this episode, Sequoia and I discuss the difference between the book's marketing and its actual content, the distinction between an unlikable character and an anti-hero, and the ways this book is in conversation with the work of its original editor, Toni Morrison.Listen to the end of the episode to find out what our September book club pick is!You can find everything we discuss on today's show on The Stacks website: https://www.thestackspodcast.com/2026/8/26/ep-439-fish-talesConnect with Sequoia: Instagram | Substack | TikTokConnect with The Stacks: Instagram | Threads | Shop | Patreon | Goodreads | Substack | YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Hey everyone, in this very special episode I interview Konstantine, an investor at Sequoia Capital, the largest investment fund in the world! It's an interview in English where we talk about what Sequoia looks for when investing and what Brazilian companies need to do to catch the attention of the fund that, so far, only Nubank and Enter have managed to achieve!Link to my AI course: https://www.cursovidacomia.com.br/Podcast instagram: https://www.instagram.com/podcast.vidacomiaMy Linkedin: https://www.linkedin.com/in/filipe-lauar/Konstantine's Linkedin: https://www.linkedin.com/in/konstantinebuhler/Sequoia's Linkedin: https://www.linkedin.com/company/sequoia
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Julien Bek is a Partner at Sequoia Capital, one of the most renowned venture firms in the world. At Sequoia, he has partnered with companies including Rillet, Tacto, and Auctor. Before joining Sequoia, Julien spent five years at Accel, where he worked with companies including Miro, Melio, and BeReal. He is also an angel investor in Revolut and Attio. AGENDA: 06:35 – What did Julien only discover about Sequoia after joining the firm? 08:05 – What does everyone get wrong about Sequoia? 13:00 – Is Series A the hardest stage at which to invest today? 14:00 – Is Sequoia less focused on ownership as outcomes become larger? 19:20 – Does Sequoia simply pay more than everyone else to win deals? 22:00 – Is the "triple, triple, double, double" growth model dead? 25:00 – What is Sequoia's investment process really like behind the scenes? 27:15 – Can a partner still invest when the rest of Sequoia votes against them? 30:00 – Why can a flawless founder pitch actually be a warning sign? 31:00 – How do you judge whether a founder is exceptional in just 30 minutes? 33:00 – How can investors tell whether a founder's story is genuine? 35:10 – Is arrogance a bad trait in a founder? 36:00 – Which great founder did Julien completely misread? 37:15 – How should investors adjust their founder assessment across different cultures? 39:00 – What does a founder's childhood reveal about their future trajectory? 40:30 – What has Julien learned from Doug Leone, Pat Grady, Alfred Lin and Shaun Maguire? 47:00 – What does it mean when "agents become the new customer"? 49:00 – Does UI become irrelevant in an agent-first economy? 50:15 – Will answer-engine optimisation become larger than SEO? 52:00 – Will AI agents destroy software margins and brand loyalty? 53:00 – How quickly will enterprises allow agents to make purchasing decisions? 54:00 – Is AI infrastructure a safer investment than applications? 56:00 – Do software margins matter less when the potential outcomes are larger? 58:00 – Could the next trillion-dollar company masquerade as a services business? 01:00:00 – Which service industries can AI truly automate end-to-end? 01:02:00 – Are enterprises simply crying out for more help implementing AI? 01:03:10 – Will AI lead to dramatically smaller teams? 01:06:15 – Is traditional private equity screwed? 01:07:00 – The most overfunded and underfunded categories in venture 01:08:15 – What is the best AI agent company outside Sequoia's portfolio? 01:09:00 – Which missed investment still haunts Julien? 01:09:45 – Which founder trait will Julien never compromise on? 01:10:00 – Which competing fund makes Sequoia bring its A-game? 01:10:45 – How Julien missed Revolut—and helped his mother retire by investing anyway 01:14:00 – What does Julien believe that other Sequoia partners might disagree with? 01:15:00 – What is Julien most excited about over the next five years of AI?
El episodio 124 llegó con datos, estrategia y verdades incómodas.Arrancamos con turismo. La idea de "planificarte el viaje completo con AI" fue pitcheada 50 veces y nunca funcionó. La razón es simple: la gente disfruta planificar sus viajes. El consejo es claro — no te metas en turismo a menos que vengas de la industria o tengas una audiencia enorme. La excepción que confirma la regla: CookUnity, el argentino que factura 750 millones de dólares con viandas de chefs y duplicó su revenue año a año.Después, la pregunta que más llega de la audiencia: cómo vender tu startup sin anunciarlo. La respuesta es empezar desde el día uno. Hacerte amigo de tus compradores estratégicos antes de necesitarlos. Cuando llegue el momento, ya te conocen, ya vieron tu progreso y ya confían en vos.Luego el personaje de la semana: un congresista americano que quiere cobrarle impuestos al equity no realizado de los founders, invirtió 30 millones en Moderna un mes antes de que anunciara la vacuna de COVID y usa AI para responder sus mails públicos. Todo en el mismo señor.Cerramos con el estudio más interesante del episodio: Sequoia analizó 20 años de startups y descubrió que el hype de cada año casi nunca coincide con la compañía más valiosa de ese año. Cripto era el tema en 2016 y la compañía más valiosa fue Cerebras. La lección para founders e inversores es apostar a lo que viene, no a lo que está en boca de todos.
Origins - A podcast about Limited Partners, created by Notation Capital
What does it take to build a profitable company for a decade without ever really needing the money you raised? According to Joshua Browder, it comes down to one trait he looks for in every founder he backs: grit.Josh is the founder and CEO of DoNotPay, the consumer platform he started the summer before he enrolled at Stanford to help friends fight parking tickets. Nearly ten years later, DoNotPay has helped millions of people appeal tickets, cancel subscriptions, and fight companies and the government - and it's profitable enough that it pays dividends back to its own investors and team. Along the way, Josh raised from Andreessen Horowitz and Founders Fund, took the Thiel Fellowship (leaving Stanford one class short of his degree), and built a reputation as one of the more unconventional operators in consumer tech.Today, Josh also runs Browder Capital, a solo-GP pre-seed fund now on its fourth vehicle and backed by institutions including Sequoia. His model is deliberately narrow: one founder at a time, often moved into his own spare bedroom, with full access to his network until they raise an institutional seed round - then he moves on to the next.Nick and Josh get into the early days of DoNotPay - jailbreaking iPhones, an unauthorized Pret A Manger app that nearly got him sued at 14, and the Huffington Post post that took the company from 10 users to 50,000 in a week - and how that scrappy, bootstrapped era shaped the way he runs the company today. They also dig into DoNotPay's ongoing arms race with robocallers and big companies, why Josh thinks grit beats IQ when evaluating founders, how he tests for it in real time, and why - even as a full-time investor - he'd tell almost anyone to start a company before starting a fund.Time Stamps[02:27] Josh Browder's Origin Story: From London to Stanford[04:08] Jailbreaking iPhones, Selling Apps, and the Pret A Manger Cease-and-Desist[06:32] Coding DoNotPay the Summer Before Stanford and Going Viral Overnight[10:08] Nonprofit or For-Profit? A Cold DM From Marc Andreessen[11:30] Inside the Thiel Fellowship: Money, Peers, and Community[14:21] Going Solo, Sitting on Cash, and Finding a Business Model[15:00] Bootstrapping Then vs. Today's Mega Seed Rounds[17:55] Profitable, Dividend-Paying, and Barely Touching Its Capital[18:28] The Consumer Growth Playbook: Organic, SEO, and GEO[19:59] The Arms Race With Big Companies: DoNotPay's Robocaller Trap Card[24:04] How Browder Capital Started and the Owner.com Bet That Beat the Best VCs[25:29] The Model: One Founder, One Spare Bedroom, at a Time[30:54] Why Grit Beats IQ – and How Josh Tests for It[34:57] The Rise of "Ideological Fraud" in the Age of AI Deep Research[35:32] Lessons From Four Funds: Zero Reserves and Going Institutional[37:16] How Operator-GPs Won Over Institutional LPs[39:32] Final Advice: Start the Company, Not the FundLinksConnect with the guest and hosts on LinkedIn!Joshua BrowderBeezer ClarksonNick ChirlsLearn more about:DoNotPayBrowder CapitalAsylum VenturesOpenLPDisclaimer:Opinions expressed by participants are their own and do not reflect the views of LGT Capital Partners, Asylum Ventures, DoNotPay, Browder Capital or its affiliates. The content does not take into account your specific investment objectives, financial situation, or needs, and is not intended as a recommendation, an offer, solicitation of an offer, public advertisement or recommendation to buy or sell any investment or other specific product. Information is based on sources believed to be reliable, but no warranty is given as to accuracy or completeness, and it should not be relied upon. Alternative investments are speculative, involve complex instruments, and carry a high degree of risk. Investments and strategies discussed may fluctuate in value and may not be suitable for all investors. Listeners should make their own independent investment decisions. No funds are being discussed on this podcast.
Das Stonewall Inn in Greenwich Village gehört zu den bedeutendsten Orten der modernen LGBTQ+-Geschichte. In der Nacht vom 27. auf den 28. Juni 1969 widersetzten sich die Gäste einer Polizeirazzia – der Beginn mehrtägiger Proteste, die heute als Wendepunkt der internationalen queeren Bürgerrechtsbewegung gelten. Tree Sequoia war dabei.Der heute 87-jährige New Yorker kennt das queere Leben der Stadt aus einer Zeit, in der Homosexualität gesellschaftlich geächtet war, Bars von der Polizei durchsucht wurden und schon der Besuch eines schwulen Lokals Konsequenzen für Arbeit, Wohnung oder Familie haben konnte. Tree erzählt, wie er als Teenager im Greenwich Village erstmals eine Community fand, von den versteckten Bars jener Jahre, von Polizeiwillkür und Mafia – und davon, was in jener berühmten Nacht im Stonewall Inn tatsächlich geschah.Doch seine Geschichte endet dort nicht. Tree arbeitete jahrzehntelang in legendären queeren Bars New Yorks, erlebte die verheerenden Jahre der AIDS-Krise, verlor zahllose Freunde und wurde für Generationen jüngerer LGBTQ+-Menschen zu Freund, Mentor und manchmal beinahe zu einem Ersatzvater. Heute erzählt er weltweit von Stonewall, spricht auf Pride-Veranstaltungen und setzt sich weiterhin für queere Rechte ein.Im Gespräch mit Erik Lorenz blickt Tree auf mehr als acht Jahrzehnte New Yorker Leben zurück – mit erstaunlicher Offenheit, jeder Menge Humor und Geschichten über Menschen von Ian McKellen (Gandalf!) bis Taylor Swift. Vor allem aber erzählt er davon, was es bedeutet, Freiheit zu erkämpfen, Gemeinschaft zu finden und die Erinnerung an eine Geschichte wachzuhalten, deren Errungenschaften niemals selbstverständlich sind.Ein sehr persönliches Gespräch mit einer lebenden Brücke zwischen dem New York vor Stonewall und der queeren Metropole von heute.Anmerkung zur zeitlichen Verortung (da hier und da politische Themen zur Sprache kommen): Das Gespräch wurde Anfang April 2026 aufgezeichnet.=== Über das Format „New York im Gespräch“ ===Ein Blick auf New York, eine Stadt, die fasziniert wie kaum eine andere – und auf Menschen, die sie prägen und von ihr geprägt sind.Seit einigen Jahren lebt unser Host Erik Lorenz in jener Metropole, die niemals schläft und ihn immer wieder ins Staunen versetzt. In „New York im Gespräch“ trifft er auf Menschen und Themen aus seiner Wahlheimat, die ihn begeistern – und hoffentlich auch euch.Der Titel ist bewusst doppeldeutig: Es geht um Gespräche über New York – aber vor allem um Gespräche in New York. Mit Menschen, die hier leben, arbeiten, wirken – und die uns zeigen, wie sie ihre Welt in dieser einzigartigen Stadt gestalten. Hosted on Acast. See acast.com/privacy for more information.
- Apple Seeds Sixth Developer Betas of blankOS 27 - Apple Seeds Fourth Public Betas of blankOS 27 - Apple Issues Security Updates for iOS, iPadOS, and macOS 26 - Apple Seeds RCs for Sequoia 15.8 and Tahoe 26.7 - macOS Tahoe 26.7 RC Spills Beans on Unreleased Hardware - macOS Tahoe 26.7 RC Seems to Include Demo Video for AirPods with Cameras - Apple Updates Sports App with Still More Soccer Leagues - Rothschild & Co Redburn Upgrades Apple on A.I. Gatekeeper Potential - Push Notifications Spike Spyware Awareness and Worry - Apple Sued by Shareholder Over Alleged Copyright Violations in A.I. Training - Epic Sees Little Hope in Apple's Settlement Conference Proposal - Sponsored by Coveron: Save up to 76% off with code macos at coveron.com/macos - Sponsored by Copilot Money: Get a two month free trial with Offer Code MACOSKEN at copilot.money/macosken - Catch Ken on Mastodon - @macosken@mastodon.social - Send Ken an email: info@macosken.com - Chat with us on Patreon for as little as $1 a month. Support the show at Patreon.com/macosken
08.16.26 Calvary Chapel Santa Maria
'27 Toyota Tundra and Sequoia news, Ford expands 5.0L Coyote in F-150, Ram drops 5.7L Hemi, AEV FX370, Japan issues quality warning, '27 Ram HD upgrades, VW bringing pickup to America, yellow is back, and Ram adds to the recall list. The Truck Show Podcast is brought to you in partnership with AMSOIL and OVR Mag. Don't forget to check out truckshowpodcast.com for special offers from our friends and sponsors.
Zero gets into medical issues, healthcare hurdles, bears, bear cubs, Sequoia, car accidents, totalled cars, debt, freestyles, off tha top, 7 Eleven, antibiotics, topical ointment, Astro Alacorn, Zero Grav's birthday, resting, healing, and so much more.
Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
What separates an exceptional executive from an outlier founder? For Sequoia Capital partner Bogomil Balkansky, learning the difference required recalibrating his own definition of talent. In this episode of Technoventure, Peter High speaks with Balkansky about how Sequoia evaluates founders when there is little data to rely on, why intuition matters in early-stage investing, and what his experiences at VMware and Bebop taught him about building enduring companies. They also explore the evolution of Wiz, AI's impact on cybersecurity, and why the companies that define a technology era may not be the ones that first blaze the trail. You'll hear: What makes a founder an “outlier” Why great employees do not always become great founders How Balkansky approaches high-stakes, one-way-door decisions Why startups should earn the right to become platforms How AI could create a new generation of cybersecurity champions Listen to the full conversation for an investor-operator perspective on founders, markets, risk, and building through disruption.
Kalshi in talks to raise $750M at a $40B valuation. Prediction market Kalshi is in talks to raise $750 million at a $40 billion valuation, with Sequoia and Wellington eyeing the round. The company's annualized revenue hit $4 billion in July, nearly four times rival Polymarket. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at realfi.co. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.
This episode we are joined by Mr. Steve Fagan - Vice Chairman of Strathcona Resources - a TSX listed energy company with a market cap of ~$9 billion. Mr. Fagan has more than 40 years of experience in the Canadian energy industry, building and monetizing exploration and production companies.He co-founded Strath Resources in January 2017, which later merged into Strathcona Resources, initially acquiring the Kakwa Montney for $280 million and with production growing from approximately 5,000 boe/d to over 40,000 boe/d. Those assets were subsequently divested to ARC Resources in 2025 for just under $1.7 billion.Previously, Mr. Fagan served as President and Chief Executive Officer of Mosaic Energy Ltd., a Natural Gas Partners-backed producer where he led the company's transition from conventional development into the liquids-rich Montney and assembled the Kakwa land position.Mr. Fagan joined Addison Energy Inc. in 1999 as part of the leadership team, becoming President and Chief Executive Officer in 2003, as the company grew to more than 11,000 boe/d through development and more than 50 acquisitions prior to its sale to NAL Oil & Gas Trust in 2005.He founded his first company, Sequoia Exploration, in 1996, after spending the early years of his career at Imperial Oil and Consumers' Gas.Mr. Fagan holds a Bachelor of Commerce from Memorial University of Newfoundland and an MBA from the Ivey Business School at Western University. He holds the ICD.D designation from the Institute of Corporate Directors.Outside of energy, Mr. Fagan is a documentary photographer (Steve Fagan Photography) and founder of the Fagan Foundation, which supports education initiatives in Nepal's Tsum Valley.Among other things we learned about Building 4 Companies in 40 Years: Sequoia to Strathcona.Enjoy.Newsletter: Subscribe HereThank you to our sponsors.Without their support this episode would not be possible:Connate Water SolutionsATB Capital MarketsBunch Projects-*This podcast is for informational and educational purposes only, and is not intended as investment advice. Please do your own research, and consult professionals directly before making any investment decisions.Support the show
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Animal Attack August is back and this week we invited Sequoia and Ryann from Black People Love Paramore to talk about Deep Blue Sea, a shark movie about how the real monsters were the friends we made along the way or something. Tune in next week when our movie will be... Willard (2003) ----- Listen to Black People Love Paramore! It's a great podcast! Also listen to their daily pop culture podcast Freshly Pop'd everyday Monday-Friday! Subscribe to Emily's new YouTube Channel The Anti-Craft, coming soon! On August 20th, come to Minneapolis, MN and see Matt Lieb and his wife Francesca Fiorentini at the Parkway Theater for The Bitchuation Room Live! Go to bit.ly/goofriends to get signed copies of The Amazing Venom coming to comic book shelves everywhere Sept 30th. If you want a signed copy of the paperback version of Predator: Bloodshed go to bit.ly/bigdangfight Or just call your local library and make sure they start carrying Predator: Bloodshed. Help support this show and unlock bonus content! Become a member at https://maximumfun.org/joinfreewithads
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Apple's lawsuit against OpenAI is escalating. A Chinese RAM supplier rejects Apple's discount demands for RAM. And could Apple shake up its smartwatch lineup? OpenAI asks for Apple's trade secrets lawsuit to be dismissed, says it was filed without 'adequate investigation'. Apple lawsuit against OpenAI says iCloud mess didn't play a role. OpenAI's vision of the future is reportedly a donut-shaped smart speaker. Telegram's takedown caused by planted porn & weaponized App Store policies. Following Epic loss, Google has started hosting rival app stores in the Play Store. iOS 26 gets first jailbreak thanks to Dopamine. Chinese RAM supplier denies Apple's bid for cheaper RAM. RAM production worldwide is sold out through 2027. Apple RAM supplier makes $38B bet on AI boom lasting until 2029. Apple explores shaking up its smartwatch for a new era. Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma. Apple's Private Relay may not be as private as thought. Apple and Major League Baseball announce September "Friday Night Baseball" schedule and first‑ever broadcast in Apple Immersive. Klepton - Running Android ARM64 VR APKs on Apple Vision Pro, no JIT required! Picks of the Week Jason's Pick: Letterboxx Andy's Pick: Sony NW-A306 Walkman Christina's Picks: Maxell Wireless Bluetooth Cassette Player & I Have ADHD Skill Leo's Picks: Kokogol Maclock & NVIDIA DGX Spark Hosts: Leo Laporte, Andy Ihnatko, Jason Snell, and Christina Warren Download or subscribe to MacBreak Weekly at https://twit.tv/shows/macbreak-weekly. Join Club TWiT for Ad-Free Podcasts! Support what you love and get ad-free audio and video feeds, a members-only Discord, and exclusive content. Join today: https://twit.tv/clubtwit Sponsors: horizon3.ai/macbreak cirasync.com/MacBreak
Dave Ginsburg is joined by Marty Jencius and Jill McKinley to discuss a study showing Apple Vision Pro helping surgeons complete procedures faster, the latest iOS, iPadOS, macOS, and AirPods beta updates, and an important Mac screen-sharing security fix. They also cover MacBook Air shortages, the coming end of Rosetta 2, an iCloud Private Relay IP leak, CarPlay on pontoon boats, September iPhone rumors, higher Apple Trade In values, Ted Lasso's return, Madden NFL 27 on Apple Arcade, and more. The show notes are at InTouchwithiOS.com Direct Link to Audio Links to our Show Give us a review on Apple Podcasts! CLICK HERE we would really appreciate it! Click this link Buy me a Coffee to support the show we would really appreciate it. intouchwithios.com/coffee Another way to support the show is to become a Patreon member patreon.com/intouchwithios Website: In Touch With iOS YouTube Channel In Touch with iOS Magazine on Flipboard Facebook Page BlueSky Mastodon X Instagram Threads Summary In this episode of In Touch With iOS, Dave Ginsburg, Marty Jencius, and Jill McKinley explore how Apple technology continues to expand into unexpected places. A peer-reviewed UC San Diego study found surgeons using Apple Vision Pro as their primary display during tear duct procedures completed operations about 19% faster than those using a traditional monitor, while maintaining successful outcomes. The panel also shares a fun Vision Pro encounter at Chicago O'Hare and considers how Apple's spatial computing platform is finding practical uses beyond entertainment. The discussion moves to Apple's latest software developments, including beta updates for AirPods, iOS, iPadOS, and macOS. New AirPods features include an updated interface, adaptive mode controls, custom EQ support, and translation capabilities, while iPadOS and iOS bring interface refinements, greater customization, and new Apple Intelligence photo tools. On the Mac, the panel highlights an important security update addressing a screen-sharing vulnerability, reports of significant MacBook Air supply constraints, and Apple's approaching sunset of Rosetta 2 support after macOS 27. They also examine reports that iCloud Private Relay can expose a user's real IP address under certain passkey-related circumstances. Other topics include CarPlay expanding to select pontoon boats, preparations and rumors surrounding Apple's September iPhone event, increased Apple Trade In values, the return of Ted Lasso, Madden NFL 27 joining Apple Arcade, new Apple Card travel benefits, the possibility of a free ad-supported Disney+ tier, and Leagues Cup 2026 coverage on Apple TV. Topics and Links In Touch With Vision Pro this week. Apple Vision Pro Speeds Up Surgery by Almost 20% Cool VisionPro interaction with an old lady Beta this week. iOS 27.0 Beta 4 continues 17 days since release Apple Releases New AirPods Beta Firmware With iOS 27 Features Set a Custom EQ for Your AirPods in iOS 27 iPadOS 27 adds two new iPad features I've been loving iOS 27 adds four new ok ways to customize your iPhone's Lock Screen iOS 27's best new Messages feature is all about saving you time all-new video from Cupertino to dive deeper into the biggest updates from WWDC26. In Touch With Mac this week Apple Releases macOS Tahoe 26.6.1 With Security Fixes Apple releases security updates to macOS Tahoe, Sequoia, and Sonoma Apple's latest macOS updates address a serious Screen Sharing vulnerability MacBook Air Experiencing 'Major' Shortage Despite $200 Price Increase Preparing for next year's Rosetta 2 demise Other Topics Apple's iCloud Private Relay is Leaking Users' Real IP Addresses CarPlay is Coming to Pontoon Boats Apple Starts Preparing for September iPhone Event Apple Raises Trade-In Values for iPhone, Mac, and More News Ted Lasso Season 4 Now Streaming on Apple TV Review: "Ted Lasso" returns, refreshed, to the pitch Madden NFL 27 Arcade Edition Now Available on Apple Arcade Apple Card Now Fast-Tracks Booking.com Perks With Just One Trip Disney+ Could Get a Free Ad-Supported Tier Leagues Cup 2026 Kicking Off on Apple TV This weeks "Things we found" Dave- QNAP TR-004 4 Bay USB Type-C Direct Attached Storage https://a.co/d/0hGa513m Dave Bonus Pick Tom Bihn Medium Cafe Bag https://www.tombihn.com/collections/all-tom-bihn-stuff/products/medium-cafe-bag Jill - Cricut 4 Maker Cricut 4 Maker - Sticker Kit Marty - LiquidWorkSpace - https://apps.apple.com/us/app/liquidworkspace/id6775087546 Announcements Macstock X wrapped up for 2026 what a great event! Stay tuned for the Digital pass coming soon Digital Pass | Macstock Conference & Expo Our Host Dave Ginsburg is an IT professional supporting Mac, iOS and Windows users and shares his wealth of knowledge of iPhone, iPad, Apple Watch, Apple TV and related technologies. Visit the YouTube channel https://youtube.com/intouchwithios follow him on Mastodon @daveg65, , BlueSky @daveg65 and the show @intouchwithios Our Co-Hosts Jeff Gamet is a podcaster, technology blogger, artist, and author. Previously, he was The Mac Observer's managing editor, and Smile's TextExpander Evangelist. You can find him on his blog Jeff Gamet - Mastadon @jgamet Pixelfed @jgamet@pixelfed.social and Bluesky @jgamet.bsky.social Podcasts The Context Machine Podcast Retro Rewatch Retro Rewatch His YouTube channel https://youtube.com/jgamet Buy his art! Jeff Gamet Art Marty Jencius, Ph.D., is a professor of counselor education at Kent State University, where he researches, writes, and trains about using technology in teaching and mental health practice. His podcasts include Vision Pro Files, The Tech Savvy Professor and Circular Firing Squad Podcast. Find him at jencius@mastodon.social https://thepodtalk.net Eric Bolden is into macOS, plants, sci-fi, food, and is a rural internet supporter. You can connect with him by email at eabolden@mac.com, on Mastodon at @eabolden@techhub.social, on his blog, Trending At Work, and as co-host on The Vision ProFiles podcast. Jill McKinley works in enterprise software, server administration, and IT. A lifelong tech enthusiast, she started her career with Windows but is now an avid Apple fan. Beyond technology, she shares her insights on ai, nature, faith, and personal growth through her podcasts. Her content on YouTube at @smallstepswithai and follow her on X @NorthwoodsJill. Find all her work at http://jillfromthenorthwoods.com Chuck Joiner is the host of MacVoices and hosts video podcasts with influential members of the Apple community. Make sure to visit macvoices.com and subscribe to his podcast. You can follow him on Twitter @chuckjoiner and join his MacVoices Facebook group.
Today on The Stacks, we're joined by Sequoia Holmes, the award-winning host of the Black People Love Paramore and Freshly Pop'd podcasts. We're chatting about bouncing back from professional setbacks, how Sequoia got into reading, and why she hasn't been able to get into romance novels.Our book club pick for August is Fish Tales by Nettie Jones. We will be discussing the book with Sequoia Holmes on Wednesday, August 26th.You can find everything we discuss on today's show on The Stacks website: https://www.thestackspodcast.com/2026/8/5/ep-436-sequoia-holmesConnect with Sequoia: Instagram | Substack | TikTokConnect with The Stacks: Instagram | Threads | Shop | Patreon | Goodreads | Substack | YoutubeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this special joint episode with Sequoia's Infra a Penny podcast, key figures from the insolvency - SIMCo's Steve Cook, Interpath's Richard Heis, and Freshfields' Jamie Murray Jones - join host Lindsay Hingston to tell the inside story: from the unique challenges of the energy special administration regime, to a creative asset realisation strategy that delivered for customers, creditors and government alike. Stay tuned for more insights into the world of restructuring and thank you for listening to "No Worse Off." In partnership with SIMCo
This week on America on the Road, Jack Nerad is joined by guest co-host Matt DeLorenzo (Chris Teague is off remodeling). They deliver two fresh road tests — 2026 Lexus NX 350h and 2026 Volvo EX30 Cross Country — and they unpack the latest JD Power APEAL study, California's EV funding irony and new EV incentives, Waymo robotaxi challenges, and Toyota's 2027 Crown and Sequoia updates. Special guest Jason Allan, founder of Bestest.com, also joins the show.
Disney is firing back at the FCC over an rare early license review. New research shows how some ancient Sequoia trees survived massive wildfires. And Universal is honoring the late Ozzy Osbourne at Halloween Horror Nights this year. Support The L.A. Report by donating at LAist.com/join and by visiting https://laist.comSupport the show: https://laist.com
No guest this week, just CannCon and Ashe in America turning the heat all the way up. They start with that newly declassified CIA note on Venezuela and lay out why it reads less like a bombshell about Maduro and more like a blueprint for what happened at home. From there, things get spicy. The two dig into a certain must-read election book (now referred to strictly as Voldemort) and why wrong technology and phantom barcodes make them question the whole point of it. Then come the Patrick Byrne clips, complete with a Qatar phone call, a data center in Belgrade, and a casual mention of being asked to lead a coup. Along the way: Bill Pulte's firing spree, Smartmatic and Sequoia genealogy, Colombia's Petro claims, blockchain voting waiting in the wings, and cautious optimism about 2026. Plus gold, boomerangs, and a heated debate over Wawa.
Fresh off President Trump's big election speech, CannCon and Ashe in America bring on a heavy hitter: True the Vote founder Catherine Engelbrecht, one of the original voices in the election integrity world. She revisits the Georgia GBI saga, the Konnech story that sent her from FBI briefings to a stage in the Arizona desert telling a room to stop filming, and a $5 million check that raised more questions than it answered. Then the guys roll up their sleeves for the main event: a page-by-page walk through a newly declassified intelligence report on Venezuela, Smartmatic, Sequoia, and voting machines that could allegedly tell when they were being audited. Expect hash files, virtual machines, a New Jersey voter roll mess, and a running theory that the real playbook was written abroad but run at home. Plus moisturized elbows, honey, and a Voldemort-grade book reference.
Nish Khandwala is the Co-Founder and CEO of Bunkerhill Health, an AI agent platform for health systems backed by Sequoia and deployed at Cleveland Clinic, Stanford, UCSF, and more than 25 other institutions. A Stanford CS grad with a Master's in AI and a Forbes 30 Under 30 honoree, Nish built Bunkerhill after a Nature-published research algorithm he helped build at Stanford sat unused on his laptop for two years, then found its real-world moment when his own father had a heart attack. In this episode of DGTL Voices, Nish talks with Ed about the calcium-scoring model that inspired the company, why healthcare has to stop imposing drug-development timelines on modern software, and the governance shift he thinks hospital CEOs need to make: drive the cost of failure toward zero, iterate fast, and stop treating AI like a five-year plan. Plus his origin story from India to Saudi Arabia to Stanford, the difficult-conversations lesson he's learned about leadership, and why he doesn't buy the false dichotomy between clinical and administrative AI. https://marxadvisory.com
Join José as he hosts the first episode of the Emerging Manager series, sitting down with Jordan from Nomads—the fund-of-funds arm of the legendary VC firm Hummingbird. Together, they break down what truly separates elite venture investors from the rest of the market and how small, nimble emerging managers can outmaneuver multi-billion dollar tech funds.They dive into the concept of "pre-consensus" versus non-consensus investing, the art of tracking down hidden talent pools, and the unique psychological traits of great capital allocators. From Lord of the Rings analogies to the mechanics of a total South African real estate wipeout, Jordan shares raw, unfiltered insights into the reality of picking the ultimate GPs
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Clay Bavor is the Co-Founder of Sierra, one of the world's fastest-growing enterprise AI companies. Sierra is valued at approximately $15.8 billion, has raised more than $1.5BN from leading investors including Sequoia, Benchmark, Greenoaks, GV and Tiger Global, and today serves more than 40% of the Fortune 50. The company recently surpassed $150 ARR, making it one of the fastest-growing enterprise software businesses in history. AGENDA: 00:00 – Why Frontier AI Demand Will Be Unlimited 08:00 – Open Models vs Frontier Models: Who Actually Wins? 17:00 – China's AI Advantage & The Distillation Debate 20:30 – Inside Sierra: The AI Agents Running the Entire Company 24:00 – The $100,000 Token Budget Every Engineer Will Soon Need 29:00 – Building AI for 40% of the Fortune 50 37:00 – Why Forward-Deployed Engineers Are the Future of Enterprise AI 43:00 – Sierra's Unusual Board Meetings & Billion-Dollar Company Playbook 48:00 – The Four Values Behind a $16B Startup: Craftsmanship, Intensity & Family 56:00 – Clay Bavor's Hiring Philosophy, AI-First Teams & What's Coming Next
This week on the pod, Seth and Josh welcome Jimmy Tatro! Jimmy talks about growing up in Los Angeles in Venice, CA and the family trips that shaped his childhood. He shares stories from annual adventures to Sequoia family camp, long road trips to Colorado ski resorts, and the snowboarding accident that left him with a broken back. Jimmy also reflects on making early comedy and skate videos with his brother, the creative path that led to his career in entertainment, and what it was like working alongside Will Ferrell. Plus, he discusses a whirlwind trip to Japan to watch his brother compete in the Deaf Olympics, and he chats about his upcoming Netflix golf series, The Hawk! Get your tickets for Family Trips Live! 8/12 - Philadelphia: https://tickets.citywinery.com/event/family-trips-with-the-meyers-brothers-il7k6b 8/13 - Boston: https://tickets.citywinery.com/event/family-trips-with-the-meyers-brothers-iipsfk Watch more Family Trips episodes: https://www.youtube.com/playlist?list=PLlqYOfxU_jQem4_NRJPM8_wLBrEEQ17B6 Support our sponsors: Mint MobileTo get your new wireless plan for just 15 bucks a month, go to https://MINTMOBILE.com/TRIPS. That's it there's no catch.Upfront payment of: $45 for 3-months, $90 for 6-months, or $180 for 12-months, plan required, $15 per month equivalent. Taxes & fees extra. Initial plan term only. Greater than 50GB may slow when network is busy. Includes up to 20GB hotspot. Capable device required. Availability, speed & coverage varies. See MINTMOBILE.com for details Whisker Take an additional $50 off bundles with code TRIPS when you shop https://whisker.com/trips Learn more about your ad choices. Visit megaphone.fm/adchoices