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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.
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?
- 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
'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.
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
Investor začal s 4 miliony EUR. Dnes má přes 17 milionů EUR a vstup do private equity fondu na úrovni Sequoia. To je příběh, o kterém dnes mluvíme.Pavel Černík a Jan Sušánka otevírají jeden konkrétní investorský příběh: zástupce druhé generace slovenské podnikatelské rodiny, který převzal firmu po konzervativním otci a hledal úplně jiný přístup ke správě rodinného kapitálu. Příběh, ve kterém skin in the game změnilo vše a ve kterém nejlepší příležitosti přišly ne z prezentací, ale od stolu s vínem.Při správě rodinného bohatství v řádu 100+ mil. Kč si zakládáme na partnerství. Pokud hledáte profesionální zázemí, které stojí striktně na vaší straně stolu a není navázané na konkrétní bankovní instituce, rádi s vámi zahájíme diskrétní dialog.Odkaz na strategickou úvodní konzultaci: https://jansusanka.cz/konzultace/V rozhovoru uslyšíte:• Jak investor vyrostl ze švýcarského přístupu do amerického privátního bankovnictví• Co se stane, když klientovi řeknete: "Do tohoto jdeme i my vlastním kapitálem”• Proč obsluha investora s půl miliardou vyžaduje tým minimálně čtyř analytiků• Co je commitment plán a proč ho skoro nikdo na trhu nepoužívá• Jak se Sušánka & partneři dostávají k nejlepším přímým investičním příležitostem_______________________________Sledujte nás, pokud vás zajímá, jak řídit rodinný kapitál jako celek — napříč generacemi, strukturami, likviditou. www.susankapartneri.cz_______________________________O Sušánka & partneři:Jsme boutique Multi-Family Office pro české a slovenské rodiny s významným kapitálem. Nejsme prodejci produktů; držíme dlouhodobý mandát pro správu likvidity, rizik a mezigenerační kontinuity.Nová partnerství navazujeme s rodinami s majetkem od 100 mil. Kč, pro které jsme dlouhodobým partnerem při správě jejich bohatství.Upozornění: Investování na kapitálových trzích je spojeno s rizikem ztráty a minulá výkonnost není zárukou budoucích výnosů. Podrobnější informace o rizicích klient vždy obdrží před realizací investice.
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.
Lara Nuchowicz is the Principal at AR Capital, a next-gen allocator at the family office, where she manages the private markets portfolio. She started attending investment meetings with her father at fifteen, sitting across from Chase Coleman at Tiger, Steve Cohen at Point72, and Jim Simons at Renaissance. In 2017 she deployed her first capital, and today she owns sourcing, diligence, and monitoring across a portfolio of more than 80 venture funds, with the family screening around 500 managers a year. She has also launched her own fund-of-funds platform, now on its second vehicle, and hosts an invite-only family office retreat twice a year in Spain and Switzerland. Almost every manager she backs runs a fund under $100M and is under thirty.⭐ Sponsored by Podcast10x - Podcasting agency for VCs - https://podcast10x.comWe cover:→ Why there was no single moment she knew, and what actually changed in 2017→ The family philosophy: back people, back them early, stay twenty years→ Why venture doesn't scale, and what that forces you to do→ Funds vs directs, and why the two are not a trade-off→ Running 80+ funds with a three-person team→ The invite-only family office retreat, and why there's no membership fee→ Building a fund-of-funds that isn't a blind pool of capital→ How mixing directs into the vehicle answers the double-fee critique→ Why she'd rather back an emerging manager than write a check to Sequoia→ Fund size as the return lever: under $100M, ideally under $50M→ Tracking talent before thesis, and backing managers under thirty→ The consumer fund she passed on that's now at 7x MOIC and 3x DPI→ What emerging managers get wrong when they pitch family offices→ Why a family office is a resource, not a check→ The next gen's real edge, and where most of them go wrongLinks:Connect with Lara: https://www.linkedin.com/in/lara-nuchowicz/Connect with Prashant: https://linkedin.com/in/choubeysahabVC10X newsletter - https://vc10x.beehiiv.comYouTube - https://youtube.com/@VC10XApple Podcasts - https://podcasts.apple.com/us/podcast/vc10x-investing-venture-capital-asset-management-private/id1632806986Spotify - https://open.spotify.com/show/7F7KEhXNhTx1bKTBFgzv3kVC10X website - https://vc10x.comTimestamps:(00:00) - Why emerging managers are a better fit than brand-name funds like Sequoia.(00:45) - Common mistakes emerging managers make when approaching family offices.(01:02) - Introduction to the episode and guest, Lara Nuchowicz.(02:28) - Lara's gradual journey into the family's investment business.(04:42) - The family's core investment philosophy of backing people early.(06:51) - Balancing fund investments vs. direct investments in companies.(09:33) - Lara's role and autonomy within the family office.(10:45) - The exclusive, invite-only family office retreat Lara hosts.(13:29) - Managing a lean team and internal processes at a family office.(14:55) - Launching a fund of funds platform with a family office mindset.(18:23) - Addressing critiques of the fund of funds model like double fees and liquidity cycles.(21:48) - How family offices handle tax implications in venture investing.(24:10) - The strategic reasons for backing emerging managers over established brand-name funds.(27:14) - Investment Strategy: Prioritizing talent over a specific thesis.(29:49) - The right and wrong ways for emerging managers to approach family offices.(32:43) - The story of a fund she passed on that returned 7X and the lesson learned.(34:41) - The evolving role of the next generation in family office investing.(37:17) - Lara's approach to raising her child in a family of investors.(41:04) - Final advice for emerging managers on building long-term relationships.(42:43) - Start of the Rapid Fire round.(43:02) - Investment focus: Regions and sectors.(43:21) - Typical check size for fund investments.(43:38) - Ideal investment stage for fund managers.(44:06) - How to connect with Lara.
You can learn a lot about a used car dealership by one question: do they care how you feel after you drive away? We sit down with Jerry Emmons of Emmons Autoplex in Webster, Texas to unpack what “doing good business” looks like in real life, from treating customers with respect to pricing vehicles aggressively enough to move them in a competitive market.We talk used car buying tips you can actually apply, including why they run a Carfax report before purchasing any inventory, what their average “car to market” time says about online pricing, and how they balance newer models with the occasional older, low-mileage gem. Jerry also shares what's selling right now, with Toyota demand leading the pack: Camry, Tacoma, and even the big Sequoia. And yes, we have some fun with a classic enthusiast dilemma: when it might be time to swap a manual-transmission Corvette for a comfortable Cadillac four-door without giving up the joy of driving.Then we shift into car culture and summer travel. Jeff breaks down the American Association of State Troopers best-looking cruiser contest, where Florida rallies late to top Michigan, and we explain what the trooper calendar supports. Mike wraps with Houston-area road trip ideas built for hot weather, from Blue Bell in Brenham to museums, warbirds, nature stops, and a scenic FM drive through the Sam Houston National Forest. Subscribe, share the show with a car friend, and leave a review with your pick: Toyota reliability, Cadillac comfort, or sports car forever?Be sure to subscribe for more In Wheel Time Car Talk!The Lupe' Tortilla RestaurantsLupe Tortilla in Katy, Texas Gulf Coast Auto ShieldPaint protection, tint, and more!Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.---- ----- Want more In Wheel Time car talk any time? In Wheel Time is now available on Audacy! Just go to Audacy.com/InWheelTime where ever you are.----- -----Be sure to subscribe on your favorite podcast provider for the next episode of In Wheel Time Podcast and check out our live multiplatform broadcast every Saturday, 10a - 12nCT simulcasting on Audacy, YouTube, Facebook, Twitter, Twitch and InWheelTime.com.In Wheel Time Podcast can be heard on you mobile device from providers such as:Apple Podcasts, Amazon Music Podcast, Spotify, SiriusXM Podcast, iHeartRadio podcast, TuneIn + Alexa, Podcast Addict, Castro, Castbox, YouTube Podcast and more on your mobile device.Follow InWheelTime.com for the latest updates!Twitter: https://twitter.com/InWheelTimeInstagram: https://www.instagram.com/inwheeltime/https://www.youtube.com/inwheeltimehttps://www.Facebook.com/InWheelTimeFor more information about In Wheel Time Podcast, email us at info@inwheeltime.com
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.
We continue our series through the book of Proverbs, How to Build a Life, with a message from Proverbs 18:21. Death and life are in the power of the tongue, and Grant Clark walks through what Proverbs teaches about the hidden power of everyday words, spoken or typed, to destroy or to give life, and why the deeper call is not simply to speak better but to let Jesus change the heart our words flow from.A little fun with words to start:pneumonoultramicroscopicsilicovolcanoconiosis (45 letters)Hippopotomonstrosesquippedaliophobia (36 letters)The shortest complete sentence: "Go." or "I am."Shortest English word containing all five vowels: Sequoia (7 letters)"Buffalo buffalo Buffalo buffalo buffalo buffalo Buffalo buffalo."In 2013 a PR worker named Justine Sacco posted a twelve word tweet before an eleven hour flight, switched off her phone, and landed to find the sentence had gone viral, cost her job, and redefined her life. Twelve words, less than a minute of typing, changed everything. Proverbs 18:21 says death and life are in the power of the tongue, and those who love it will eat its fruit. Our words carry power for good and for evil, power to destroy reputations, end marriages, start feuds, and crush people, and creative power to place dreams in hearts, comfort the brokenhearted, and shape how someone sees their own worth, whether those words are spoken or typed.Grant shares from a heavy season this year, and how a folder of letters of affirmation, read in the early hours of a significant birthday, lifted a real weight and put life back into him. We should not live for these kinds of words, but they are incredible fuel for the journey God has for us. Proverbs 10:11 says the mouth of the righteous is a fountain of life, and Ephesians 4:29 says no corrupt talk should come from our mouths, only what builds someone up and gives grace to those who hear.## Words of Death"Sticks and stones may break my bones, but words will never hurt me" is not true. A broken bone heals, but words can hang around for years."There exists, for everyone, a sentence, a series of words, that has the power to destroy you. Another sentence exists, another series of words, that could heal you. If you're lucky you will get the second, but you can be certain of getting the first." - Philip K. DickProverbs 16:27 says a scoundrel's speech is like a scorching fire. A wildfire brings immediate devastation, but its most lethal effects are often invisible, the toxic smoke that damages from the inside long after. Some words work the same way, a gut punch at first, then a slow internal toxicity that scars confidence, self-image, and identity. Proverbs 26:20-21 says that without wood a fire goes out, and without a gossip conflict dies down. A throwaway comment can be the small bit of fuel that grows into a fire that damages families, communities, and churches. Be a church that extinguishes fires rather than one that feeds them.This connects to expressive individualism. Our culture treats our inner feelings as the truest thing about us, meant to be voiced and affirmed publicly. Proverbs pushes back. Our mouths, our tongues, and our speech belong to God, and some things should not be spoken even when they feel natural or normal. Proverbs 10:20 says the tongue of the righteous is pure silver, and Proverbs 12:18 says rash words pierce like a sword, but the tongue of the wise brings healing. Silver is purified over time in the fire, and in the same way we train and discipline our speech. Psalm 19:14, may the words of my mouth and the meditation of my heart be acceptable to you, Lord, my rock and my Redeemer. This is not a call to avoid hard conversations, which we often need to give and to receive, but a call against careless, hurtful words that do great damage.Justine Sacco later said she had to reclaim her identity, because she feared that one sentence had replaced everything else that was true about her. Many of us carry a word like that, spoken over us and repeated until it found a home in our hearts, defining us more than anything else. Grant pictures a word written on our forehead that we walk through life believing is the truest thing about us. Jesus wants to redefine us. If you are in Christ, the truest thing about you is that you are a child of God, forgiven, made new, chosen, and called his beloved.## Blessing and CursingJames 3:5-10 says the tongue is a small part of the body that boasts great things, a fire that no one can tame, and that blessing and cursing come out of the same mouth. This is not magic or manifestation. A curse is a word that wounds, redefines, and strips the nutrients from the soil of a soul."Blessing is the projection of good into the life of another." - Dallas WillardIf blessing is the projection of good into the life of another, then cursing is the projection of bad. Not flattery or well meaning lies, but the truths of God spoken into people so they can live in the reality of who Jesus says they are.## Words of Life"Kind words can be short and easy to speak, but their echoes are truly endless." - Mother TeresaProverbs 12:25 says anxiety in the heart weighs it down, but a good word cheers it up. Proverbs 16:24 says pleasant words are like honeycomb, sweet to the taste and healing to the body. Proverbs 25:11 says a timely word is like gold set in silver. The right word at the right time has power to change a life. Alfred Nobel, the inventor of dynamite, once read his own obituary when a newspaper confused him with his brother and named him the merchant of death. Disgusted by how he would be remembered, he reassessed his life and left most of his fortune to establish the Nobel Prizes. Words changed his life.## Words Reveal the HeartMatthew 12:34, out of the abundance of the heart the mouth speaks. Proverbs 4:23, above all else guard your heart, for everything you do flows from it. Luke 6:45, a good person produces good out of the good stored up in the heart, and an evil person produces evil, for the mouth speaks from the overflow of the heart. Speech full of gossip, slander, judgment, lying, and complaining reveals what already lives inside, and so does speech full of encouragement, honesty, blessing, thanksgiving, confession, and grace.## Jesus's Ministry of WordsJohn 1:1-5, in the beginning was the Word, and the Word was with God, and the Word was God, and in him was life. John 1:14, the Word became flesh and dwelt among us. John points back to Genesis 1:1, where God creates and orders the world through his word. His claim is that the Word is not just something God speaks but a person, the logos, Jesus Christ, the wisdom of God and the perfect expression of who God is. In Jesus, God has spoken himself to us.In John 6:66-68, after a hard teaching, many of Jesus's disciples turn back. He asks the twelve if they will leave too, and Peter answers, Lord, to whom will we go? You have the words of eternal life. We have come to believe and know that you are the Holy One of God.The big idea is not that we should simply speak better or stop sinning with our mouths. James already told us no one can tame the tongue. We do need to train and purify our words, but first we need Jesus to transform our hearts, which is what Proverbs points to again and again. On the cross Jesus bore the condemnation our words deserve, and from the cross he spoke words of forgiveness and life. He does not merely give us better rules. He gives us new hearts and, through his Spirit, teaches us to speak grace, life, and truth.So the invitation is to come to Jesus for a clean heart and a redefined life. For everyone in Christ, God loves you, your sins are forgiven, you are made new, and you are no longer defined by your worst words or your worst moments. You are God's beloved child. Where other words have been burned deep into how we see ourselves, he wants to write a new word over our lives.Verses referenced:Proverbs 18:21Proverbs 10:11Ephesians 4:29Proverbs 16:27Proverbs 26:20-21Proverbs 10:20Proverbs 12:18Psalm 19:14James 3:5-10Proverbs 12:25Proverbs 16:24Proverbs 25:11Matthew 12:34Proverbs 4:23Luke 6:45John 1:1-5John 1:14Genesis 1:1John 6:66-68
What does it take to write the very first check into a company that has almost nothing to show yet, sometimes not even a finished idea?Afore Capital helped invent the pre-seed category. When Gaurav Jain and Anamitra Banerji started the firm ten years ago, "pre-seed" was almost a slight, a label for founders who couldn't raise a proper seed round. They set out to build the world's largest pre-seed fund anyway, closing $47 million on a $40 million target, and every fund since has closed above plan. Afore now runs more than $500 million across four funds, with top-quartile DPI on the first three. The idea has become so mainstream that when Sequoia launched its latest fund, it said, "I guess we're pre-seed investors too."The real substance of the conversation is how Gaurav thinks. He is clear about what matters most in venture, and the order tends to surprise people. Being in the very best companies matters more than anything else, ownership comes after that, and the entry price that so many investors fixate on matters least, because fifty per cent of zero is still zero. He is also convinced that the genuine bottleneck is talent. There is a great deal of money in the world and very few people who can build something truly large, which is why at the earliest stage founders tend to choose their investors as much as investors choose them. You give a founder a million dollars with no collateral, and then you still have to convince them to take it. A pre-seed pitch, he says, is almost entirely storytelling with very little data behind it.If you want to understand how the earliest checks actually get written, and what it really costs to say no, this episode is worth your time.00:00 - Trailer01:00 - From Dehradun to Google to starting Afore02:08 - The Waterloo co-op that talked him out of every job03:18 - Back when "pre-seed" was an insult05:44 - When Sequoia said "I guess we're pre-seed investors too"07:26 - Afore's three products, and the experiments that failed09:01 - Hightouch was a travel company when they invested11:02 - Goldcast: no visa, no money, funded anyway12:07 - The through line is always the team14:44 - The Ramp miss17:24 - "Founders pick us more than we pick them"18:45 - The constraint isn't capital, it's talent22:24 - The Solana miss, when it was still Loom Protocol24:46 - Ramp's Super Bowl ad, the buses, his wife's business25:32 - What he looks for in founders28:50 - Coachability, happy ears, and the Mom Test31:28 - The biggest mistake: falling in love with the idea35:04 - The three things that matter, and "50% of zero is still zero"39:25 - "100% storytelling, 0% data"41:25 - Investing in India, and the fear of being dumb capital44:41 - "Sign the deal before Monday"47:26 - One engineer now does the job of 2051:43 - Raising from LPs, the undiscussed part of VC-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us Fan Mail
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 Southern Sierra is the quieter, less-traveled tail end of California's Sierra Nevada range — running from Sequoia and Kings Canyon National Parks down through the Kern River drainage to where the range finally peters out into the Tehachapi Mountains. It's a land of dense pine forests, hidden granite formations, deep river canyons, and small mountain towns like Kernville, Springville, and Porterville tucked into its foothills.For climbers, this region is a genuine treasure trove that remains largely under the radar. The Needles are the crown jewel — a cluster of striking granite spires rising out of pine forest above the Kern River, home to some of the finest crack climbing in California. Dome Rock offers accessible multi-pitch classics. Deeper into the range you find places like The Fin at Castle Rock, Homer's Nose, Hermit Spire, and countless other obscure formations that have been quietly developed over decades by small groups of locals. The rock is high-quality granite, often steep, often demanding, and almost always uncrowded.Culturally, the Southern Sierra has always attracted a specific kind of climber — someone drawn to first ascents, comfortable with long approaches, willing to work for solitude, and less interested in the spray culture of more famous destinations. The area saw a renaissance in the late 1970s and early 1980s when climbers from Los Angeles started making pilgrimages up to Kernville and Porterville, discovering that the Needles and surrounding formations offered climbing that rivaled anything in Yosemite — just without the crowds. Patrick Paul found himself right in the middle of this renaissance and became a pioneer in his own right, establishing 54 first ascents across the Southern Sierra over his 50 year career.In this conversation we go back to Patrick's tumultuous upbringing and how a single trip to Joshua Tree became the catalyst for an entire life pivot — one he's convinced saved his life. We dig into stories from his years on the rock, including run-ins with icons like Randy Leavitt, Lynn Hill, and Fred Beckey, and several close calls: an earthquake mid-approach, expanding flakes on Homer's Nose, and a moment when his main partner Richard Leversee saved Patrick from certain death when Patrick leaned back away from an anchor without being tied in.#livinglegend #firstascentsHelp Support The Show & Unlock The Ad-Free PodcastResourcesSome of Patrick's stories can be found in this book:Patrick's Facebook
Dave Garner and Will Cooper covered a wide range of sports topics, beginning with Wimbledon, where they discussed Coco Gauff's semifinal match, the challenges of playing on grass, and previewed the men's semifinals while also debating which current summer sports storyline—the World Cup, Wimbledon, MLB, or NBA Summer League—will have the biggest lasting impact. The conversation then shifted to the Atlanta Braves, highlighting their 3-0 win over Pittsburgh, concerns about the team's recent struggles despite remaining atop the division, and a detailed discussion of Austin Riley's continued offensive issues and whether mechanical adjustments can revive his season. The second half of the show focused heavily on high school football, as Will Cooper unveiled preseason projections from the Cooper Predictor, breaking down playoff odds, region favorites, and expected records for North Georgia teams including North Cobb, Sequoia, River Ridge, Creekview, Woodstock, Gilmer, Pickens, Fannin County, North Murray, and Sonoraville, while explaining how strength of schedule and the GHSA power rankings influence playoff probabilities. Overall, the show mixed current sports headlines with in-depth Braves analysis and an early look at the upcoming high school football season.See omnystudio.com/listener for privacy information.
Dave Garner and Will Cooper covered a wide range of sports topics, beginning with Wimbledon, where they discussed Coco Gauff's semifinal match, the challenges of playing on grass, and previewed the men's semifinals while also debating which current summer sports storyline—the World Cup, Wimbledon, MLB, or NBA Summer League—will have the biggest lasting impact. The conversation then shifted to the Atlanta Braves, highlighting their 3-0 win over Pittsburgh, concerns about the team's recent struggles despite remaining atop the division, and a detailed discussion of Austin Riley's continued offensive issues and whether mechanical adjustments can revive his season. The second half of the show focused heavily on high school football, as Will Cooper unveiled preseason projections from the Cooper Predictor, breaking down playoff odds, region favorites, and expected records for North Georgia teams including North Cobb, Sequoia, River Ridge, Creekview, Woodstock, Gilmer, Pickens, Fannin County, North Murray, and Sonoraville, while explaining how strength of schedule and the GHSA power rankings influence playoff probabilities. Overall, the show mixed current sports headlines with in-depth Braves analysis and an early look at the upcoming high school football season.See omnystudio.com/listener for privacy information.
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
Every morning, 26 million children in the US get on a school bus. It is the largest mass transit system in America, and it has barely changed in 80 years. There is no real-time tracking, no route optimization, and no visibility for parents. Bus drivers still rely on walkie-talkies and dispatchers still use fax machines. Nearly half a million diesel buses are moving those 26 million children, producing more than eight million tons of carbon annually. It is one of the most overlooked, high-impact decarbonization opportunities in the country. The question isn't whether this system will change. It's who is going to change it. Our guest has spent the last decade building the solution. Ritu Narayan is the Founder and CEO of Zūm, a full-service school transportation platform that is modernizing and electrifying the yellow school bus. Ritu grew up in India and was raised to value education and dream big. After graduating from the Delhi Institute of Technology (now NSUT), she moved to California where she became a product leader at Oracle, Yahoo, and eBay. She left a career at eBay to take the leap into entrepreneurship and started Zūm to solve a deeply personal problem: modernizing and electrifying student transportation. In our conversation, Ritu walks me through her journey, and what it takes to reimagine a system the whole country depends on and nobody talks about. Today, Zum serves more than 5,000 schools across 18 states and completed over 60 million student rides last year. Zum has raised $430 million from investors including Sequoia, SoftBank, GIC, and TPG, and launched the nation's first all-electric, vehicle-to-grid school bus fleet at Oakland Unified School District, returning energy to the electric grid while children are at school. About Powerhouse Innovation and Powerhouse Ventures Powerhouse Ventures backs seed stage founders building the future power system across energy, infrastructure, and AI. If you are thinking about building something in this space, get in touch with our team. Powerhouse Innovation is a best in class consulting firm, powered by the strongest energy innovation network, data and team in our industry. We partner with world's leading corporations, investors, and utilities to source and evaluate disruptive startups shaping the future of energy and industry. To hear more stories of founders building our energy abundant future, hit the “subscribe” button and leave us a review.
„Miałem wtedy 27 lat, gdy rozpocząłem tworzenie funduszu”. Co się dzieje, gdy zamiast podążać utartą ścieżką i kupować kolejne nieruchomości, rzucasz bezpieczny świat lokalnych biznesów i postanawiasz rzucić wyzwanie największym graczom na globalnym rynku venture capital?
Charlie Fink, Ted Schilowitz, and Rony Abovitz take the full hour to work through the most consequential AI and spatial computing stories of the moment — unfiltered, in depth, and without the usual polite hedging that comes with having someone on to promote something. This is a pure news and commentary episode, and the news is strange enough that three experienced people sitting in a room still cannot fully account for it.AI XR News You Should Know:The OpenAI vs. Elon Musk case concluded without a clear ruling, but the more durable observation is what the whole saga revealed about Sam Altman. He has now survived being ousted by his own board (which he subsequently dismantled), a high-profile lawsuit from Elon Musk, and senior rivals leaving for government roles. Rony frames this through the Overton window — Altman studies what society is prepared to accept at any given moment and positions himself precisely there. Ted references a New Yorker profile that describes Altman as having a politician's gift for telling people what they want to hear until it becomes true. The financial architecture underneath the AI boom looks precarious on close inspection. SpaceX, widely assumed to be profitable, is losing five billion dollars a year. Anthropic is spending three dollars for every dollar of revenue it generates — and is paying SpaceX approximately one billion dollars a month for compute through roughly 2030. Rony's framing lands hard: two money-losing entities are funding each other while NVIDIA captures all the margin in between. Sequoia published a fifty-page analysis arguing the economics cannot work — while simultaneously holding positions in the companies it is critiquing. Google I/O delivered less on wearables than expected, but the real story was a deliberate strategic decision to put Gemini at the center of the company's entire product surface — effectively cannibalizing an eighty-two-billion-dollar search business before a competitor does it for them. The Innovator's Dilemma, run on purpose. On the hardware side, Android XR glasses are designed to be imperceptible as technology — thin temples, hidden camera portals, frames that belong in an optometrist's display case rather than a trade show floor. Rony notes that Google's glasses almost certainly incorporate Magic Leap optics, following a partnership announced in fall 2025. [00:00] – Cold open and episode framing: why there is no guest today and what the trio plans to cover.[04:15] – OpenAI vs. Elon Musk non-verdict: what the outcome (and lack of one) actually reveals.[09:30] – Sam Altman and the Overton window: Rony's read on how Altman has survived everything thrown at him.[16:00] – Anti-AI backlash on campuses: Eric Schmidt booed at University of Arizona, YouGov poll showing 69 percent of young people negative on AI, and what the demographic gradient means.[24:45] – SpaceX financials and the AI funding loop: the five-billion-dollar annual loss, Anthropic's burn rate, and Charlie's Ponzi scheme framing.[33:20] – Sequoia's fifty-page report and the ad model endgame: Ted's argument that Google wins because they already know the business model.[41:00] – Google I/O: the deliberate destruction of the search business, Android XR glasses, and why distribution beats specifications.[49:10] – AI accountability and the airplane analogy: Ted's line, Rony's "underground noise" from generals and CTOs, and the problem of regulatory vocabulary.[55:30] – Palantir, dual-use opacity, and the Lookout Mountain Air Force Station story: Rony on Jared Leto, classified film studios, and Cold War bunkers in Laurel Canyon.[01:01:00] – The success ledger: who is measuring impact, and what should actually count as winning.This episode is sponsored by Zappar and Mattercraft. Mattercraft is Zappar's web-based platform for building augmented reality experiences without an app. Find them at mattercraft.io. Hosted on Acast. See acast.com/privacy for more information.
Nicolas Darveau-Garneau is the founder of Garneau Digital Advisors, is the former chief evangelist of Google, and is the author of the book Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World's Most Successful Companies. Greg and Nicolas discuss how AI systems are akin to powerful “genies,” but the real power and risk come from the “wishes” humans give them. With everyone having similar access to similar “genies,” the true differentiation will come from the strategy behind their use. Nicolas emphasizes the need to think carefully about how we measure success in marketing and other areas of business. Often we focus on metrics that are easier to capture as opposed to the ones that really matter for achieving our goals. He also claims that companies that fail to articulate their goals in marketing are most likely to fail in other areas. *unSILOed Podcast is produced by University FM.* Episode Quotes: The real power of AI is not the AI 55:47: The whole point of AI is that we're building these amazing genies, but the power isn't in the genie. The power is in the wish. We have to think very carefully about what we ask these genies to do for us. By the way, I actually think that is going to make us even more human, right? And we have to really do some deep ethical thinking, some deep value thinking, and really give these AIs the right wishes. And then I think we will thrive and be fully human. But if we give these AIs the wrong wishes, then AI can send us into a tailspin, not only as companies but as a society, pretty fast. Most companies start with the wrong wish 02:42: So, as Google's [former] chief evangelist, I met over 1,000 companies in five years, and what I noticed was that, even in marketing, 90% of the time the teams were asking for the wrong wishes. Stop designing for the average customer 16:33: So the trick is not to test or design your customer experiences for the average customer. It is to actually build customer experiences for your best customers. Very, very few companies do it this way, right? And so, once you can predict the customer lifetime value of a brand-new customer or an existing customer, the entire corporate strategy should revolve around it. Show Links: Recommended Resources: UnSILOed 598: Guy Kawasaki - Becoming an Evangelist UnSILOed 102: John List - It's Almost Impossible To Undo A Bad Idea Customer Acquisition Cost Customer Lifetime Value Peter Fader Guest Profile: LinkedIn Profile Guest Work: Be a Sequoia, Not a Bonsai: The Seven Growth Secrets of the World's Most Successful Companies Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Mangesh hops a train to Boston, where he tries on a special suit that turns him into an 80-year-old, discovers the connection between elderly worms and high-end longevity supplements, and meets a scientist who’s growing brains in petri dishes (when she’s not throwing dance parties for mice). Plus: What really happened to Ted Williams’ frozen head? Learn more about AGNES and Joe Coughlin’s work at the MIT AgeLab Learn more about William Mair’s work with the Harvard Healthy Aging Initiative Read Lenny Guarante’s research on SIR2 and the mechanisms of aging Watch Li-Huei Tsai’s TED Talk about treating Alzheimer’s with light and sound, and learn more about the MIT Aging Brain Initiative Special thanks to Azadi Records and Bliss Samsa for their beautiful tracks, and Botany for the score. Episode collage art by Vahini Shori. CORRECTION FOR THIS WEEK: Lenny was contacted by Sequoia, and a then-Sequoia partner is the co-founder and CEO of Elysium, but Sequoia is not an Elysium investor. The company is backed by other venture capital firms.See omnystudio.com/listener for privacy information.
In this episode, Chris sits down with Ben Nowack, co-founder and CEO of Reflect Orbital, one of the first companies building satellites that redirect sunlight from orbit to specific spots on Earth - with the goal of delivering sunlight on demand, 24/7. Why would you want sunlight 24/7? Agriculture and farming, construction projects, rescue missions, military operations, powering solar panels closer to 100% of the time instead of ~30%, etc. Ben started Reflect in 2021. He spent the first year in a garage, $60k in credit card debt, before a $350k raise came in. Reflect has now raised more than $35 million - Sequoia led the seed (its first space investment since SpaceX), Lux Capital led the $20M Series A - and launches its first satellite later this year. They discuss: - A speech Gwynne Shotwell gave during his tenure at SpaceX that he will never forget - What he learned while working at SpaceX that he implements at Reflect - The story of building the actual company and why building hardware is hard - How they think about vertical integration - The trillion $ business case for redirecting sunlight - How he recruits technical talent - what works and what doesn't Timestamps: (0:00) Intro (1:07) "Rockets Are Cool, But They're Not the Big Money Makers" (7:00) Lessons from SpaceX: What Ben Took (and Left Behind) (16:35) The Origin: From High School Fusion Reactors to Reflect Orbital (25:10) The Fossil Fuel Problem and Why It's So Hard to Beat (28:37) "By 3 AM You Have a Minimum Viable Financial Model" (35:44) The Breakthrough: Putting Mirrors in Space (41:00) Building the First Satellite (51:03) First Satellite and Seven-Figure Demand Nobody Expected (57:00) The Constellation Plan: 18 Satellites, Global Coverage (1:10:00) What It's Like to Order Sunlight (1:22:00) Why Fashion Designers Build Better Spacecraft Than JWST Engineers (1:25:36) The 10-Year Vision: Starship, Scale, and Powering the Earth Find our sponsors: Collateral Partners - https://collateral.com/fort Relay Human Cloud - https://www.relayhumancloud.com/powers/ Download FastJets: iOs: https://apps.apple.com/us/app/fastjets/id6756160345 Android: https://play.google.com/store/apps/details?id=com.flyjetting.app Chris on Social Media: X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thepowerspodcast LinkedIn: https://www.linkedin.com/in/chrispowersjr/ Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9jO
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Matan Grinberg is the Founder and CEO @ Factory, an AI research lab, bringing autonomy to software engineering. Matan has raised over $220M for the company from the likes of Sequoia, Khosla, NEA, Evantic and 20VC. Last round valued the company at a whopping $1.5BN. AGENDA: 00:00 – Why AI Means Everyone Will Become a Builder 04:55 – Will AI Finally Break the 200-Year GDP Growth Ceiling? 06:45 – The Rise of the 100x Engineer & Load-Bearing Talent 08:00 – The New Executive Job: Allocating Tokens Like Capital 10:35 – Kirkland's $500M AI Bet: Brilliant or Delusional? 12:45 – The AI Value War: Models vs Applications vs Infrastructure 18:45 – Token Maxing, AI Hangovers & The Coming ROI Reckoning 22:00 – Why AI Spend Could Soon Exceed Developer Salaries 24:00 – Open Source Can Already Replace 80–90% of Frontier Model Work 28:00 – What Makes a Great Engineer in the Age of Agents? 35:00 – Jobs That Will Disappear First Because of AI 40:00 – Why Matan Isn't Worried About AI Taking Jobs Long-Term 46:00 – From String Theory to Startup Founder: The Sequoia Origin Story 52:00 – The Meeting That Led to Sequoia's First Check 58:00 – Why America's Lack of Frontier Open Models Is Embarrassing 1:08:00 – What Matan Looks for in Every New Employee 1:12:00 – Why Elite Companies Will Treat Employees Like NBA Athletes 1:16:00 – The Most Important Prediction Matan Has Changed His Mind On
SpaceX priced the biggest IPO ever at $135/share, raising $75B and debuting at $1.77T. ShinyHunters exploited an unpatched Oracle PeopleSoft flaw hitting 100+ organizations, Mistral seeks €3B at €20B, MrBeast hit 500M subscribers, and SBF lost his appeal. SpaceX raises $75B in the biggest-ever IPO, pricing 555.6M shares at $135 each, giving it a market value of $1.77T (Bloomberg) Founders Fund's ~3% SpaceX stake is worth $50B+, Sequoia's ~1.5% is worth $20B+, and a16z will see its biggest return ever at $10B+ (Bloomberg) Some investors question SpaceX's valuation, citing its $4.3B loss on $4.7B in revenue in Q1, as well as concerns over space data centers (NYT) Oracle warns customers of a critical PeopleSoft flaw after ShinyHunters claimed breaches of 100+ organizations using PeopleSoft; Oracle has not issued a patch (TechCrunch) Sources: French startup Mistral AI is in talks to raise ~€3B at a ~€20B valuation; it was last valued at €11.7B during a funding round in September 2025 (Bloomberg) MrBeast hits 500M subscribers on YouTube, a record for the platform (The Wrap) Sam Bankman-Fried loses his bid to overturn his fraud conviction and 25-year prison sentence over the collapse of FTX (Reuters) Longreads As companies are hit by rising AI costs, they are increasingly using tools that tap cheaper models, including some from China, putting price pressure on OpenAI and Anthropic (WSJ) Sixteen economists weigh in on what AI will mean for the US economy, workers, and workplaces; only two expect AI to actually create more jobs (WSJ) Learn more about your ad choices. Visit megaphone.fm/adchoices
Subscribe to This Week in Hospitality wherever you get you podcasts: Spotify - https://open.spotify.com/show/5oPExA0txHMjEI5Ye13IUy Apple Podcasts - https://podcasts.apple.com/us/podcast/this-week-in-hospitality/id1849637233 Youtube - https://www.youtube.com/@ThisWeekinHospitality Two of the biggest casino operators in the world became takeover targets in the same week — and the squad has thoughts. Barry Diller's People Inc. just offered $18 billion to take MGM Resorts private, days after Fertitta agreed to buy Caesars. MGM's own CFO didn't argue the company was fairly valued — he argued investors aren't doing the work. Ben, Scott, and Edwin debate whether public markets are simply too lazy to underwrite experience-driven hospitality, and what the next-generation casino actually looks like. Then: the deal that almost rewrote the industry. On a recent podcast, Airbnb's former Chief Strategy Officer Chip Conley revealed that Marriott and Airbnb spent six months negotiating a major partnership in 2016 — including talk of earning and burning Bonvoy points on Airbnb stays — before Marriott's owners killed it. Was it the most expensive "no" in hospitality history? Plus: Zach got access to Odesia, the AI travel search platform from Sonder's co-founder that just landed $6M from Sequoia — and it's the best AI trip-planning experience he's seen, full stop. And a new survey of 2,000 travelers reveals what premium guests will actually pay more for: quiet rooms, verified sustainability, and tech that connects rather than dazzles. Spoiler — it's a home-field advantage for independents. Spice of the Week covers a sandwich shop that turned away revenue over a tiny dog, why full hotels fool owners into thinking their marketing works, the OTA-fee budget shell game, and Zach's big announcement: Journey's new strategic partnership with Cloudbeds. This Week in Hospitality is presented to you by Journey. Journey is a loyalty platform built specifically for independent boutique hotels and high-touch hospitality brands. Our mission is to give operators the same powerful rewards engine, data intelligence, and guest insights that major chains rely on — without asking them to give up the individuality, soul, or story that makes their property extraordinary. If you're an owner or operator of an extraordinary, independently owned and operated hotel or residence — and you want to see whether your property is a fit for the Journey Alliance — you can learn more and apply at https://www.journey.com/alliance Key Topics & Timestamps 00:00 — Intro 05:08 — Story #1: MGM's Take-Private Bid and the Value of Live Experience 16:31 — Story #2: Marriott and Airbnb's Partnership That Never Happened 33:43 — Story #3: Travelers Will Pay More for Quiet, Calm, and Credibility 44:54 — Spice of the Week Your Hosts: Zach Busekrus — Journey LinkedIn: https://www.linkedin.com/in/zachbusekrus/ Instagram: https://www.instagram.com/behindthestays/ Scott Eddy — Global Travel & Hospitality Expert @MrScottEddy LinkedIn: https://www.linkedin.com/in/mrscotteddy/ Instagram: https://www.instagram.com/mrscotteddy/ Ben Wolff — Founder of Onera & Oasi LinkedIn: https://www.linkedin.com/in/ben-wolff/ Instagram: https://www.instagram.com/iambenwolff/ Edwin Kramer — Luxury Hotelier Consultant & Former GM LinkedIn: https://www.linkedin.com/in/edwinckramer/ Instagram: https://www.instagram.com/edwinkramer/
This Week In Startups is made possible by:NetSuite - Netsuite.com/TWiSTDeel - Deel.com/TWiSTSquarespace - Squarespace.com/TWiSTTwo days before SpaceX launches the largest IPO in history at a flat $135/share, our VC roundtable drops a scorcher: The top 1% of seed deals might actually be underpriced. Plus: the "Sequoia scam" dual-tranche controversy, tokens-for-equity deals, and whether Claude Fable 5 is a true step function.Tomasz Tunguz (Theory Ventures), Michael Downing (Castalia Capital), and Paige Doherty (Behind Genius Ventures) join Alex to go deep on Seed investing, startup economics, AI spend, and the impact of smarter AI on the founder journey.Guest Links:Tomasz Tunguz: https://x.com/ttunguzTheory Ventures: https://theoryvc.com/Michael Downing: https://www.linkedin.com/in/michaeldowning/Castalia Capital: https://castalia.capital/Paige Doherty: https://x.com/paigefinnnBehind Genius Ventures: https://www.behindgeniusventures.comShow Links:Anthropic's IPO announcement: https://www.anthropic.com/news/confidential-draft-s1-secOpenAI's IPO announcement: https://openai.com/index/openai-submits-confidential-s-1/Bending Spoons F-1 filing: https://www.sec.gov/Archives/edgar/data/2004711/000110465926071170/tm2613674-7_f1.htmSpaceX IPO filing: https://www.sec.gov/Archives/edgar/data/1181412/000162828026040364/spaceexplorationtechnologib.htmBrendan Foody's post on Sequoia: https://x.com/BrendanFoody/status/2063470286515683759Claude Fable 5: https://www.anthropic.com/news/claude-fable-5-mythos-5OpenRouter data on Chinese models: https://openrouter.ai/rankings?view=daySaronic: https://www.saronic.com/MotherDuck: https://motherduck.com/Nox Metals: https://noxmetals.co/Timestamps:0:00 Tomasz Tunguz, Michael Downing & Paige Doherty join2:07 The SpaceX IPO and the IPO window4:22 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at https://Plaud.ai/twist and use code TWIST for 10% off!6:30 The new bar: 10x growth (not 3x) to raise a great Series A8:46 Net-new AI budgets9:46 Squarespace: Turn your idea into a beautiful website! Go to https://www.squarespace.com/twist for a free trial. When you're ready to launch, use offer code TWIST to save 10% off your first purchase of a website or domain.11:09 How some founders are outgrowing venture capital11:44 The power pendulum swings back to founders12:46 SpaceX vs. OpenAI vs. Anthropic: Which IPO is most enticing?19:53 Deel - Founders scale faster on Deel. Set up payroll for any country in minutes, hire anyone anywhere, get visas handled fast, and get back to building. Visit https://deel.com/twist to learn more.26:07 Tokens-for-equity, GPU-hours-for-equity & the financialization of compute28:35 Founders airing VC dirty laundry (napping VCs included)29:56 Netsuite - The business landscape is very chaotic right now. That's why you need NetSuite, by Oracle. Get the free business guide Demystifying AI at https://Netsuite.com/TWiST36:38 Claude Fable 5 first impressions: pricing, benchmarks & orchestration45:42 Where value accrues: application layer vs. models vs. private data1:00:06 Nationalization of AI labs: Bernie Sanders, Sam Altman & Trump agree?!1:01:25 Portfolio spotlights: Saronic, MotherDuck, and Nox MetalsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpFollow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisGreat TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanis
We discuss Apple's WWDC 2026 announcements. Some of them weren't even about AI. Dan rounded up a lot of the smaller features that Apple only showed briefly onscreen.If you want to help out the show and get some great bonus content, consider becoming a Rebound Prime member! Just go to prime.reboundcast.com to check it out!Were you aware that you could buy things from us?! That's right! Shirts, iPhone cases, mugs, hats and one other type of thing are all available from our Rebound Store!
Mark Pincus is the creator behind Farmville and Words with Friends. He built Zynga into one of the biggest gaming companies in the world and helped shape the early era of social products on the internet. In this conversation, he breaks down how great founders spot winning ideas early, why most startups build the wrong thing, and how products become part of people's daily lives. He shares lessons from building Zynga, missing the opportunity behind social networking before Facebook took off, navigating platform risk during Zynga's explosive growth, and rebuilding his confidence after major failures. You'll learn how to test ideas faster, what separates products people try from products people love, how to avoid “death by compromise” as a founder, and why the best builders stay obsessed with what users actually want. + Members get the longer, extended version of this conversation, with additional content not included in the public release. Join Now. + +Pre-order Life at the Speed of Play: Launch Products People Love! ------ Timestamps: (00:00) The Principles of Great Products (01:34) How to Test if Your Idea Has "Heat" (04:02) Falling Out with His Father (06:14) Early Career Fails (09:27) The Presentation that Kicked him out of Bain (12:04) The Book of Life System for Making Strategic Decisions (17:56) Why Your Instincts are Good and Your Ideas are Bad (22:29) Copying is the Key to Great Product Design (23:22) System for Building Great Products (24:05) How to Use "Proven Better New" to Build Ideas (27:39) Why Deconstruction Leads to Better Products (29:33) All Founders Go Through This (35:14) How Zynga Changed Social Gaming (37:25) Pitching Zynga to Steve Jobs (40:36) The Fatal Mistake Founders Make (41:24) The Fight Between Peter Thiel and Sequoia (43:03) The Explosion of Farmville (45:45) Zynga's Near-Death Experience on Facebook (48:36) Why Failure Machines Reveal Your Best Ideas (49:28) The Thing that Almost Killed Words with Friends (53:05) Why the Minimum Viable Product Approach is Hurting You (54:03) Building Fast is More Important than Building Right (56:19) How Zynga Missed Their Instagram Moment (58:50) Your Company Should Be a Democratic Dictatorship (1:02:25) How to Build a Meritocracy in Your Company (1:03:44) Jeff Bezos' Invaluable Management Trick (1:05:25) Bezos Hack: Scaling Leadership with Tech Assistants ------ Newsletter: The Brain Food newsletter delivers actionable insights and thoughtful ideas every Sunday. It takes 5 minutes to read, and it's completely free. Learn more and sign up at fs.blog/newsletter ------ Follow Shane Parrish: X: https://x.com/shaneparrish Insta: https://www.instagram.com/farnamstreet/ LinkedIn: https://www.linkedin.com/in/shane-parrish-050a2183/ Follow Mark Pincus LinkedIn: https://www.linkedin.com/in/markpincus/ X: https://x.com/markpinc ------ Thank you to the sponsors for this episode: +CoinShares: Delivering Reason to Digital Asset Investing. https://coinshares.com/ +Granola AI, The AI notepad for people in back-to-back meetings: https://www.granola.ai/shane Check out the Granola Notes HeyGen is a message-first AI video platform that helps people and AI agents turn ideas into professional video in minutes. Try for free at https://www.heygen.com/ Join the salty rebellion: https://drinklmnt.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Today, Ryann and Sequoia are losing it over JoJo's cancelled return to Broadway, Love Island USA's note to fans ahead of the S8 cast announcement, Sean Evan and KeKe Palmer's interview on Baby, This Is KeKe Palmer, and Cynthia Erivo's interview with Vanity Fair. JOIN OUR PATREON: https://patreon.com/FreshlyPopd Learn more about your ad choices. Visit podcastchoices.com/adchoices
Today, Sequoia and Ryann are losing it over The Summer House reunion part 1 with Morena Renee. JOIN OUR PATREON: https://patreon.com/FreshlyPopd Learn more about your ad choices. Visit podcastchoices.com/adchoices
Sequoia Holmes & Ryann Graham join the show to take stunning calls about kicking your ex out of your shared bed, and a hot firefighter holding your panties hostage.Do you drink coffee? - https://perfectpersoncoffee.com/Join The Patreon: https://bit.ly/PPPTRN -Weekly Bonus episodes every Friday & ad-free extended version of this episode)Buy the Coffee!! perfectpersoncoffee.comWatch on Youtube: https://bit.ly/PerfectPodYTWatch Miles' Main Channel Videos: https://bit.ly/MilesbonYTFollow On Insta To Call-In!: https://bit.ly/PPPodGramTell a friend about the show! Tweet it! Story it! Scream it!Advertise on Perfect Person via Gumball.fmSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Scott from Portal Pros is back, and this time the conversation is all about Toyotas — because Portal Pros has been busy expanding well beyond Jeeps. Jimmy and Tyler catch up with Scott on everything that’s happened since his last appearance: Portal Pros installed their first set of portals on a Lexus GX470 (basically a bougie 4Runner with a DVD player and leather seats), stress-tested it at Holister Hills, broke a ring gear in Moab, got bailed out by the FJ Cruiser Facebook community the same night, and somehow drove the thing home. If you’re wondering how capable a portal-equipped Toyota can be on trails it has no business being on — this episode answers that question pretty thoroughly. From there, Scott digs into the numbers most people actually want to know: what does a portal build cost compared to a traditional suspension build on a Toyota? They run two comparisons — a mild build and an extreme build — and the results are more interesting than you’d expect. On the mild side, portals run about $3,000 more than a traditional lift kit setup, but you’re getting ground clearance, gear reduction, and the ability to transfer them to your next vehicle. On the extreme side — when you’re comparing portals to a full Marlin Crawler long travel kit plus a Dana 60 rear axle swap — portals actually come out around $6,000 cheaper. They also cover what Toyota applications are available now (4th and 5th gen 4Runner, 2nd and 3rd gen Tacoma, GX470, GX460), what’s coming soon (200 series Land Cruiser, Sequoia, 2nd gen Tundra), why Portal Pros is probably not making a Super Duty version anytime soon, and why Scott designed these things to be installed in your driveway and rebuilt on the trail. A good one if you’ve ever thought about portals and talked yourself out of it over the price. Portal Pros:Website – https://portalprosoffroad.com/Instagram – https://www.instagram.com/portal_pros/?hl=enYouTube – https://www.youtube.com/@portal_pros– Monthly newsletter (hand-written by Scott, no AI) — sign up at their site We have a massive discount this month with Rusoh Fire Extinguishers. You can get 25% off this month only with the discount code Rusohcrawlers. Go grab yours today! SnailTrail4x4 Discord: https://discord.gg/yFyFFkQbuyCome hang out with us on the SnailTrail4x4 Discord — it’s the easiest way to connect with Tyler and Jimmy directly, chat with fellow offroad enthusiasts, and get first access to Group Buys and Treasure Hunt token drops. MORRFlate Giveaway at 900 Reviews on Apple Podcast. But our next giveaway is when we reach 800 reviews; we are giving away an OnX Elite Membership. We will also give away an OnX Elite membership when we get to 850. However, when we reach 900 Reviews, we are teaming up with MORRFlate for a $1000 MF Product Giveaway. Go over to Apple Podcasts to leave your review now and become eligible to win. Congratulations to A13XMONT, who won a set of tires from Yokohama Tire! Call us and leave us a VOICEMAIL!!! We want to hear from you even more!!! You can call and say whatever you like! Ask a question, leave feedback, correct some information about welding, say how much you hate your Jeep, and wish you had a Toyota! We will air them all, live, on the podcast! +01-916-345-4744. If you have any negative feedback, you can call our negative feedback hotline, 408-800-5169. 4Wheel Underground has all the suspension parts you need to take your off-road rig from leaf springs to a performance suspension system. We just ordered our kits for Kermit and Samantha and are looking forward to getting them. The ordering process was quite simple, and after answering the questionnaire, we ensured we got the correct and best-fitting kits for our vehicles. If you want to level up your suspension game, check out 4Wheel Underground. SnailTrail4x4 Podcast is brought to you by all of our peeps over at irate4x4! Make sure to stop by and see all of the great perks you get for supporting SnailTrail4x4! Discount Codes, Monthly Give-Always, Gift Boxes, the SnailTrail4x4 Community, and the ST4x4 Treasure Hunt! Thank you to all of those who support us! We couldn’t do it without you guys (and gals!)! SnailSquad Monthly Giveaway Massive thanks to this month’s giveaway with Rusoh Fire Extinguishers. We have one of their 2.5-pound extinguishers to give away to a lucky winner. This extinguisher has an 18-year shelf life and is the best fire extinguisher for any off-road vehicle. To learn more, check out Rusoh.com. If you want a chance to win, sign up for the Giveaway Tier on Irate4x4 For the Month of April, we are giving away Gift Boxes. It’s Gift Box month, and two lucky individuals will win one of our gift boxes. These are jam-packed with goodies from tools to whiskey smokers. They are always different and always random. If you want a chance to win, sign up for the Giveaway Tier on Irate4x4 Listener Discount Codes: SnailTrail4x4 –SnailTrail15 for 15% off SnailTrail4x4 MerchMORRFlate – snailtraill4x4 to get 10% off MORRFlate Multi Tire Inflation Deflation™ Kits4WheelUnderground – snailtrail 10% offIronman 4×4 – snailtrail20 to get 20% off all Ironman 4×4 branded equipment!Sidetracked Offroad – snailtrail4x4 (lowercase) to get 15% off lights and recovery gearSpartan Rope – snailtrail4x4 to get 10% off sitewideShock Surplus – SNAILTRAIL4x4 to get $25 off any order!Mob Armor – SNAILTRAIL4X4 for 15% offSummerShine Supply – ST4x4 for 10% offBackpacker’s Pantry – Affiliate LinkLaminx Protective Films – Use the Link to get 20% off all products (Affiliate Link) Show Music: Midroll Music – ComaStudio Outroll Music – Meizong Kumbang