Podcasts about VC

AI Startup Funding Models Gerry Hays, a professor of venture capital with 21 years of experience and a history of investing in 75 startups, discussed his work in supporting founders to create AI-focused startups through a grant-based funding model. He explained their "Venture Staking" system, which allows individuals to invest small amounts of money in startups early on, with the potential to earn 10x returns if the company succeeds. Michael shared his experience working in IT during the dot-com era and emphasized the importance of accessible funding for new businesses, highlighting how Gerry's approach provides an alternative to traditional VC funding by building a community of potential investors. Community-Driven Investment Transformations Michael and Gerry discussed the transformative power of community-driven investing, emphasizing its potential to foster genuine interest and engagement in ventures beyond mere financial returns. Michael highlighted how such investments create a sense of belonging and collaboration, comparing it to cheering for a team, while Gerry stressed the future importance of community and networks in startups, contrasting them with easily replicable software. They agreed that early participation in ventures offers significant advantages, including learning opportunities and potential financial gains, as well as the chance to be part of a community that drives innovation and growth. Alternative Investments: Volatility and Returns Michael discussed the high volatility and potential for significant returns in alternative investment platforms, contrasting them with traditional stock markets where 52% of Fortune 500 companies from 2000 have since disappeared. He emphasized the transformative nature of current market shifts and the importance of active engagement in investments, which fosters community and deeper research. Michael highlighted how such platforms encourage users to delve into detailed analysis, unlike the surface-level engagement often seen on social media. AI and Entrepreneurship Growth Strategies Michael and Gerry discussed the value of experience in entrepreneurship and the importance of regular updates to investors for accountability. They highlighted how AI, like previous tools like the internet, can enhance business operations but should be used as a tool rather than a replacement for human expertise. Gerry emphasized the potential for small investments in innovative businesses to grow significantly, citing the rise of no-code tools and AI as enablers of this transformation. Adapting to Startup Challenges Michael and Gerry discussed the importance of adaptability and risk-taking in the startup world, using examples like Pets.com and Comscore Networks to illustrate the challenges and opportunities faced by early-stage companies. Gerry explained the unique features of Dorio.com, a platform that allows non-accredited investors to test the waters and gain insights into startups before making larger investments. They emphasized the value of calculated risk-taking and the platform's ability to make venture capital more accessible to a wider audience. Michael encouraged listeners to explore Dorio.com as a potential holiday gift or investment opportunity.   About Gerry Hays Gerry Hays is redefining how startups are funded—and who gets to participate. As the founder of Doriot and the creator of VentureStaking™, a patent-pending investment model, Gerry is challenging the traditional venture capital system and opening the door for everyday people to invest in high-growth startups—without needing to write a five-figure check or place risky early bets. With more than 25 years of experience as a serial founder and startup investor, Gerry has successfully launched, scaled, and exited multiple companies. He's taught entrepreneurial finance and venture capital at Indiana University's Kelley School of Business, where he mentored hundreds of emerging founders across the globe. Gerry is also the author of the 5-star-rated book, The First-Time Founder's Equity Bible, a practical guide that demystifies equity structures and funding for new entrepreneurs. He created Fantasy Startup®, the world's #1 startup investing simulation with over 14,000 downloads. And in his push to democratize access to private markets, he developed the QAI (Qualified Accredited Investor) Certification, empowering non-traditional investors to confidently and knowledgeably enter the world of private equity. But Gerry's mission goes far beyond credentials. Through Doriot and the VentureStaking™ model, he's flipping the script on startup investing. Instead of gambling early like traditional angels or waiting for IPO access on Wall Street, investors can now earn the option to invest in startups once they've begun to succeed—radically lowering risk and broadening participation. This isn't crowdfunding. It's a smarter, more inclusive, and capital-efficient way to back innovation—and benefit from it. What your audience will take away: How to begin startup investing with as little as $10 Why VentureStaking™ may be the most game-changing asset class since crypto How access to private markets is being reimagined for the 99% What it really means to own equity in the next unicorn—before Silicon Valley gets in If your show dives into entrepreneurship, disruption, financial empowerment, or emerging investment trends, Gerry Hays will bring bold, practical insights—and a roadmap for how your audience can take a real stake in the future. IG:  https://www.instagram.com/doriot/ LinkedIn: https://www.linkedin.com/in/gerryhays/ TikTok:  https://www.tiktok.com/@doriot_venture Website:  https://www.doriot.com/  

For episode 634 of the BlockHash Podcast, host Brandon Zemp is joined by Mitchell Nicholson, Core Contributor to the Sierra Protocol.Sierra Protocol is the issuer of SIERRA, a liquid yield token (LYT) that offers the best risk-adjusted yield in a freely tradeable ERC20 token on Ethereum and Avalanche. SIERRA enables holders to earn passively accrue 6-12% APY compounded daily and does not require staking or claiming, holding periods or lockups, paying hidden fees or providing KYC. SIERRA will be going live in October followed by several exciting partnerships that offer additional yield and utility. Its reserves are managed by OpenTrade, an institutional-grade market leader offering stablecoin yield products and is backed by a16z, Circle, Mercury, Notion and other leading VC firms. ⏳ Timestamps: (0:00) Introduction(1:12) Who is Mitchell Nicholson?(2:02) What is Sierra?(2:44) What are Liquid Yield Tokens?(9:56) Underlying yield sources(12:56) Regulations & Compliance(15:40) Sierra exchange listings(17:30) Liquidity for Sierra(20:13) Partnerships(25:35) Prediction Markets(30:05) Sierra Roadmap(32:50) Sierra website & socials 

Sharon Ayalon is the co-founder and CEO of UrbanMix, a next-gen platform using AI and 3D to streamline real estate operations. An architect by training, she previously taught at Columbia GSAPP and led advanced housing simulations at Cornell Tech. Sharon pioneered Roosevelt Island's Digital Twin and XR transit experience. Her Ph.D. was awarded the President of Israel's Grant for Scientific Excellence. This is episode was recorded live at Blueprint Vegas 2025. Sharon has been helping shape Gowanus Wharf, a groundbreaking Brooklyn development led by Charney Companies turning a former Superfund site into over 1,000 apartments, parks, and public waterfront. It's one of the most ambitious examples of how environmental cleanup, zoning reform, and innovative tools can unlock transformative urban development.

Comment on this episode by going to KDramaChat.comToday, we'll be discussing Episode 1 of Start-Up, the hit K Drama on Netflix starring Bae Suzy as Seo Dal-mi, Nam Joo-hyuk as Nam Do-san, Kim Seon-ho as Han Ji-pyeong, Kang Han-na as Won In-jae, and Kim Hae-sook as Choi Won-deok. We discuss:The songs we featured during the recap: “Future” by Red Velvet and “A Small Post Box of Hope” by Park Se-jun.The heartbreaking and hopeful relationship between Han Ji-pyeong and Choi Won-deok, who gives him a place to stay and helps launch his future.The idea that sometimes, people don't fall on soft sand—they fall on concrete—and what that means for those who risk everything to start a business.The many business concepts introduced in this episode: startups, angel investors, venture capitalists, incubators, and accelerators.The heartbreaking story of Seo Dal-mi's father, who dies just as he achieves the first step in scaling his business.The metaphor and origin of the name “Sandbox” and what it means for entrepreneurs.The painful separation of sisters Seo Dal-mi and Won In-jae, who make opposite choices after their parents' divorce.How letters from a fictional Nam Do-san helped a lonely Dal-mi through the darkest period of her life.Why Han Ji-pyeong's role in writing those letters may have brought healing to him as much as it did to Dal-mi.A powerful early reveal: Han Ji-pyeong is now a wealthy VC who may hold the future of many young entrepreneurs in his hands.The moving reunion between Choi Won Deok and Han Ji-pyeong after 15 years.The harsh confrontation between Dal-mi and her sister, where In-jae mocks Dal-mi's struggles and claims she has no regrets about choosing to stay with their mother.Dal-mi's bold lie that she's in business with Nam Do-san—and the fallout as she must now find him and make the story real.The cliffhanger introduction of the real Nam Do-san, who's quietly working on groundbreaking AI recognition software.What we're watching now, including The Uncanny Counter, Under the Queen's Umbrella, Typhoon Family, and more!ReferencesWikipedia: Chang Yŏngsil

Dharshan Rangegowda, founder of ScaleGrid, left a decade-long engineering career at Microsoft to solve a painful database operations problem he had lived firsthand. After early missteps selling to enterprises, he shifted to helping developers manage MongoDB, Redis, and Postgres on the cloud, bootstrapping the business from scratch. ScaleGrid grew steadily through product depth, technical support, and Dharshan's mastery of SEO—becoming the top organic result for many key searches. The company expanded into multiple database engines, added a distributed engineering team, and reached 20 employees by 2021, serving both SMB developers and some enterprise teams.  Dharshan sold a majority stake to Spotlight Equity Partners during the pandemic after receiving an unsolicited offer, later stepping out of day-to-day operations while remaining on the board.  In this conversation, Dharshan shares hard-earned lessons about product-led growth, support as strategy, SEO as a long-game advantage, and how bootstrapped founders can build meaningful outcomes in massive markets.  Key Takeaways SEO Power: SEO remains a long-term growth engine for bootstrappers because big VC-backed companies rarely have the patience to compound it. Support as Strategy: Deep, responsive technical support became ScaleGrid's differentiator and directly informed product innovation and content. Start at the Edges: Enterprises won't buy from a one-person startup, but edge users with urgent problems will — and they become your early beachhead. Bootstrap Constraints: Founder over-frugality can limit growth; strategic delegation and early team building prevent burnout and plateauing. This Interview Is Perfect For Bootstrap SaaS founders Technical founders selling to developers Founders stuck in early traction or slow growth Anyone considering a PE exit or multi-year acquisition process Quote from Darshan Rangegowda, founder of ScaleGrid "You can't take random people and make them an entrepreneur. You have to want to be an entrepreneur and want to be on your own. You have to enjoy the freedom and the risk and the upside that comes with it and the unmitigated downside as well. You have to accept and be comfortable with it.  "You want to be on your own so you can try things. You are constantly looking at problems and new solutions. You want to be around people who like that sort of process: Here's a new problem and here's a new solution.  "But the most important thing you have to do as an entrepreneur is you have to add value to your customers. And most people forget that." Links Dharshan Rangegowda on LinkedIn ScaleGrid on LinkedIn ScaleGrid website Spotlight Equity Partners (acquirer) Allied Advisers (M&A advisor) AngelPad Accelerator Podcast Sponsor – Designli This podcast is sponsored by Designli, a digital product studio that helps entrepreneurs and startups turn their software ideas into reality. From strategy and design to full-scale development, Designli guides you through every step of building custom web and mobile apps. Learn more at designli.co/practical. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

In this episode of IndieGameBusiness, we're joined by Peter Kojesta, Founder of Exis Games. Peter shares how the publishing and funding landscape is evolving for indie developers and what studios need to know to successfully launch games in 2025 and beyond. We'll explore the new requirements for getting a game published, the different types of publishers—from service-based to VC-backed—and what venture capital firms are really looking for in game investments. Peter also walks us through the development journey of *Dragonhold* and the lessons Exis Games learned along the way. If you're an indie dev looking to secure funding, find the right publishing partner, or understand the business side of modern game launches, this episode is packed with actionable insights. Follow Peter Kojesta and Exis Games: X: https://x.com/Exisinteractive LinkedIn: https://www.linkedin.com/in/peterkojesta/ Facebook: https://www.facebook.com/ExisInteractive/ Instagram: https://www.instagram.com/exisinteractive/ #IndieGameBusiness #ExisGames #IndieDev #GamePublishing #GameFunding #Dragonhold

Zak Mir talks to Alexander Selegenev, Executive Director, TMT Investments, after the venture capital company investing in high-growth technology companies, announced that it will today commence an on-market share buyback programme for an aggregate consideration of up to US$2,000,000. The Company's board of directors believe that the current share price trades at a significant discount to the Company's intrinsic value. The purpose of the Programme is therefore to seek to take advantage of this discount to enhance Net Asset Value (NAV) per share, reduce the Company's share capital, and return value to its shareholders. Quick snapshot: who TMT is and what they own TMT is a listed investment company focused on technology, media and telecoms ventures. Founded nearly 15 years ago, the firm has backed more than 100 companies across the US, Western Europe, the UK and Estonia. Its portfolio includes several high-growth names that have achieved large multiples on real exits, and the group reports an IRR since inception of over 14%. Key portfolio highlights include a material holding in Bolt, several profitable growth companies such as Sandbird, and other scalable businesses that are already generating cash. TMT also holds liquid, publicly traded US stock totalling around US$12 million that can be sold if needed. Despite that mix, the market capitalisation for TMT has been trading well below the value of its assets, at roughly a 60% discount to NAV. Why the buyback matters The board's stated purpose is straightforward: use the buyback to enhance NAV per share, reduce share capital, and return value to shareholders while taking advantage of the discount. Management has framed the decision as both a prudent capital allocation and a signal that they see the shares as undervalued relative to the company's intrinsic holdings. Put simply, when a listed vehicle holds large stakes in businesses that are profitable or have credible exit paths, repurchasing shares at steep discounts can be an efficient way to convert latent value into realised shareholder benefit. Conservative valuation, transaction-first approach TMT emphasises a conservative, transparent approach to valuing its portfolio. Rather than relying heavily on convenient multiples, the company values most holdings using actual transactions where possible. As of the most recent reporting, only about 15% of the portfolio value was derived from multiples. The rest is grounded in verifiable cash exits or market-based evidence. This transaction-first method matters for two reasons. First, it reduces the subjectivity that often plagues private asset valuations. Second, it gives buyers and existing shareholders more confidence that the headline NAV is meaningful and not merely an academic number. Why the London market discounts investment companies There are several forces pushing listed VC-style investment companies to trade at discounts. A few of the main contributors are: Market risk aversion. Volatility and macro uncertainty make investors prefer simple, liquid stories over diversified, private-rich portfolios. Focus on the negatives. When you hold dozens of companies, the market tends to fixate on weaker performers instead of the winners. Timing uncertainty for exits. Investors price in delays for IPOs or sales, which reduces near-term enthusiasm for NAV-based assets. Capital outflows from small caps. Structural flows away from smaller listed companies can suppress demand further. Those factors help explain why an investment company can be priced well below the sum of its parts, even when its largest holdings are sizable and verifiable. Portfolio depth and track record TMT's historical performance includes high-multiple exits and several successful growth stories. The team leverages decades of operating and investing experience to access deals, support scale-up, and realise value. For investors who cannot source and monitor multiple early-stage opportunities directly, a diversified vehicle like TMT offers scaled exposure with professional oversight. Examples mentioned by management include exits that delivered 50 times and 23 times the original investment, and a portfolio valuation that exceeds US$200 million. Those realised outcomes are a reminder that venture-style returns remain achievable, albeit uneven across companies. Why management is buying back shares now The buyback is both a practical move and a signal. Management believes the current market price significantly understates intrinsic value. Buying stock at a 60% discount can meaningfully increase NAV per remaining share, and it demonstrates the board's confidence in the portfolio's prospects. "You're paying 40p for a pound."That shorthand captures the essence of the opportunity as the board sees it: purchasing a claim on a dollar of underlying value for substantially less than its stated worth. How to evaluate this kind of opportunity When considering an investment in a listed, venture-style vehicle, the following checklist helps frame the decision: Valuation basis — Are portfolio values backed by cash exits or observable market prices, or are they largely multiples and estimates? Concentration risk — How much of the NAV is tied to a single holding and how comfortably can that position be realised? Liquidity profile — How easy would it be to monetise some holdings if capital was required? Exit pipeline and timing — Are there credible catalysts, such as planned IPOs or trade sale processes? Management track record — Does the team have a history of building companies, achieving exits and allocating capital well? Discount to NAV — Is the discount justified by legitimate risks, or does it reflect short-term market sentiment? Risk and timeframe Investing through a vehicle like TMT is not a short-term trade. Venture outcomes are irregular and often require patience, typically measured in years rather than months. Catalysts such as IPO announcements can rapidly re-rate a stock, but those events are timing-dependent. The buyback reduces share count and can accelerate per-share NAV accretion, yet it does not remove execution risk across underlying companies. Final thought TMT's share buyback is a clear, pragmatic response to a valuation gap. For investors comfortable with venture-style risk and a longer time horizon, buying into a diversified, transaction-valued portfolio at a substantial discount can be an attractive opportunity. As always, review the underlying holdings, assess the company's valuation methodology, and consider how the investment fits within your broader portfolio objectives.

Today, we have a special guest on the podcast, Kate Lowry, CEO coach, author and comedian. She is a long time startup founder, spent time in VC, is leading a values driven coaching and advising firm called Scaleheart, and recently, just published a book. The title of the book is Unbreakable: How to Thrive Under Fear-Based Leaders, and is a tactical guide to help smart, caring people get unstuck to they thrive under fear based leadership.In our conversation today, Kate is going to enlighten us on what fear based leadership is, how to use the predictability of fear based leaders to your advantage, and why its having (another) moment in the tech ecosystem today.Questions:Tell me about your startup journey as a serial founder.You've been around the block in the tech industry. From your vantage point in startups, big tech, and VC, why is this new leadership style hitting now?How does this type of culture show up in startups, versus larger companies like Meta?How does it manifest in investing?Why is fear-based leadership antithetical to innovation?If it's so bad for innovation, why do people keep choosing it anyway?What makes leaders like this so predictable?How can people use that predictability to their advantage?How has the type of issues you work on with your CEOs changed as this leadership style comes into vogue?What are the most common ways that you help founders in your coaching practice?What are three ways CEOs can make sure fear-based leadership doesn't take root in their corner of the tech ecosystem?How has the AI boom affected all of this?Linkshttps://www.katelowry.com/https://www.scaleheart.co/https://www.linkedin.com/in/katherinejlowry/https://a.co/d/bwmLGASOur Sponsors:* Check out Incogni: https://incogni.com/codestory* Check out NordVPN: https://nordprotect.com/codestorySupport this podcast at — https://redcircle.com/code-story-insights-from-startup-tech-leaders/donationsAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

AI 有可能是一种类人的生物吗？ 在这期节目里，我们把这个看似科幻的问题，拆开、放大，再一层层往下追问。 当我们从进化、生物学、认知科学一路谈到模型的训练方式，会发现 AI 的变化速度、迭代方式，乃至判断力与偏好，都和「生命体」的许多特征惊人地相似：它会在环境压力下被「选择」，会在无数微小的演变中不断进化，甚至开始展现出自己的一套品味和判断逻辑。 如果 AI 的确正在成为一种新的生命形态，那它的生态位是什么？会如何影响人类？而我们又该如何重新思考自己的生存方式？ 欢迎收听本期声东击西，一起走进一个比科幻更贴近现实的未来边界。 本期人物 宋睿华，中国人民大学高瓴人工智能学院长聘副教授 徐涛，声动活泼联合创始人 主要话题 [03:14] 从「脸盲」到类生命体，AI 的跳跃如何实现 [15:31] 或许从某些角度出发，AI 也是一种生物？ [30:00] AI 在何处「生活」？又如何影响到人类 [52:07] 不要像对待 AI 一样对待自己和他人 [01:04:27] 孩子们需要再加一门 AI 通识课吗 延伸阅读 AI 生成的符合它审美风格的图片 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/VXPTIMfb.png Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/OtAJbn37.png Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/2uALqdDH.png Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/oEkRo37M.png 节目中提到的播客 (https://www.youtube.com/watch?v=0zXSrsKlm5A) 给声东击西投稿 当下，AI 越来越多地出现在了招聘的过程中，企业在用 AI 筛简历、做面试，求职者也在用 AI 润色简历、模拟回答……AI 智斗 AI 的场景正在上演。 无论你是招人的 HR，还是正在找工作的应聘者，又或是相关 AI 技术的开发者，如果你经历过类似的场景，或者有相关的经历想要分享或吐槽，都欢迎你给我们投稿！投稿方式在节目的 shownotes 和评论区中可以找到，期待你的来信！ 你的声音可能出现在未来的节目当中，我们非常期待你的分享！ 投稿入口 (https://eg76rdcl6g.feishu.cn/share/base/form/shrcne1CGVaSeJwtBriW6yNT2dg) 你也可以直接通过邮箱直接联系节目组：kexuan@shengfm.cn 「Knock Knock 世界｜秋季敲门版」上线啦！ 头图 https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/hlqVv_ii.png 新学期伊始，我们特别推出了「Knock Knock 世界｜秋季敲门版」，每期 10 分钟，和青少年一起解读一个全球新鲜事，话题涉及社会、科技、商业、文化。 - 更新时间：整个秋季学期，从 9 月 1 日开始到 1 月 30 日 - 期数：60 期 - 售价：179 元 前三期依然可以免费收听，其中包括我们在线下选题会和少年听友们一起制作的两期正式节目。点击收听：https://www.xiaoyuzhoufm.com/podcast/6899a9e12540fdafbd245d41 已经购买了「Knock Knock 世界」的朋友们无需重复购买，秋季敲门版里的节目是全年节目的一小部分。不过，也欢迎把秋季敲门版分享给更多志同道合的新朋友，我们也为每一位帮助我们成功邀请的老听友准备了一份专属礼物！感兴趣的朋友可以点击链接收听。 加入我们 声动活泼目前开放【商业发展经理、节目监制，以及内容实习生（可远程）、早咖啡实习生、商业实习生和运营实习生】岗位，详情点击招聘入口：加入声动活泼（在招职位速览） (加入声动活泼（在招职位速览）)，点击相应链接即可查看岗位详情及投递指南。 招聘 https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/1TCNqViU.jpg 幕后制作 监制：可宣 后期：赛德 运营：George 设计：饭团 商务合作 声动活泼商业化小队，点击链接可直达商务会客厅（商务会客厅链接：https://sourl.cn/QDhnEc ），也可发送邮件至 business@shengfm.cn 联系我们。 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：不止金钱（2024 全新发布） (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640)、跳进兔子洞第三季（2024 全新发布） (https://www.xiaoyuzhoufm.com/podcast/666c0ad1c26e396a36c6ee2a)、声东击西 (https://etw.fm/episodes)、声动早咖啡 (https://sheng-espresso.fireside.fm/)、What's Next｜科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/)、商业WHY酱 (https://msbussinesswhy.fireside.fm/) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 也欢迎你写邮件和我们联系，邮箱地址是：ting@sheng.fm 获取更多和声动活泼有关的讯息，你也可以扫码添加声小音，在节目之外和我们保持联系！ 声小音 https://files.fireside.fm/file/fireside-uploads/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/hdvzQQ2r.png Special Guest: 宋睿华.

这期是与 Yaxian 一起探索最新最前沿科技的「深科技」系列 过去一年，「 虚拟细胞」（Virtual Cell）成为了生命科学和 AI 交汇处最热门的词汇。全世界的科研机构和科技巨头都纷纷押注，共同推动着一场「虚拟细胞革命」。 DeepMind CEO 诺奖得主 Demis Hassabis 在多次采访中说「虚拟细胞」将是 deepmind 重要的研究方向，他将致力于构建能够模拟整个细胞的AI系统。马克·扎克伯格与妻子普莉希拉·陈共同发起的科研机构 Chan Zuckerberg Initiative （CZI） 也是在今年高调宣布，他们将要在 未来十年在虚拟细胞上投入数亿美元，开发开放数据集与计算工具。就在上个月，NVIDIA 宣布了与 CZI 的合作，通过提供 AI 基础设施，共同推动虚拟细胞的开发和应用。 我们今天的节目请到了上海交通大学医学院教授、万乘基因创始人施威扬老师。一起来聊一聊究竟什么是「 虚拟细胞」？我们要如何将细胞数字化? 以及虚拟细胞将如何改变疾病治疗、药物研发，甚至我们理解生命的方式？ 本期人物 Yaxian，「科技早知道」主播 施威扬，上海交通大学医学院教授、万乘基因创始人 主要话题 [00:35] 从 DeepMind、CZI 到 NVIDIA，为什么科技巨头纷纷押注「虚拟细胞」？ [02:29] 什么是虚拟细胞？它是一个试图模拟真实细胞行为的超级大模型 [06:46] 生物学曾被视为「天书」，AI 如何解构这种极度复杂的高维系统？ [09:24] 从「90%实验+10%计算」到「10%实验+90%计算」，AI 带来生物学研究的范式转移 [15:57] 科技大厂追求通用基座模型，药企更务实于垂直专有模型，谁能跑赢？ [18:17] 虚拟细胞进化史：从 「规则模型」到「数据驱动」 [29:47]｜如何构建虚拟细胞？统一表征 → 多组学数据 → 模型 → 实验验证（lab-in-the-loop） [36:53] 模型幻觉与黑箱：生物模型的可靠性和可解释性 [46:32] 虚拟细胞的应用：药物发现、合成生物学、细胞与基因治疗（CGT） [53:27] 数据量的匮乏与维度的缺失——为什么我们需要千万级的多组学数据？ [01:09:12] 「图谱计划」的争议：为什么大规模测序是 AI 时代的必要基础设施？ 北美增长大师班（硅谷站） 我们的老朋友「出海同学会」为关注出海的小伙伴们开发了一个含金量很高的课程—— 北美增长大师班（硅谷站），第一次把这么多重磅北美增长专家聚在一起：像陈唱、张蓓老师都是大家比较熟的操盘过很多明星项目像gamma、heygen、tanka这些的，Hila Qu、Ron他们都是第一次出来给AI圈讲课。 感兴趣的小伙伴可以在小红书 (https://sourl.co/B9wfUj)页面查看更多信息，也欢迎点击链接 (https://scnf164xl92o.feishu.cn/share/base/form/shrcnh478w1PcdZWvogEwHMuqMh?wxwork_userid=15355423744)直接报名 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/9mfsglWu.png 幕后制作 监制：Yaxian 后期：迪卡 运营：George 设计：饭团 商业合作 声动活泼商业化小队，点击链接直达声动商务会客厅（https://sourl.cn/9h28kj ），也可发送邮件至 business@shengfm.cn 联系我们。 加入声动活泼 声动活泼目前开放商务合作实习生、社群运营实习生和 BD 经理等职位，详情点击招聘入口详情点击招聘入口 (https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh?from=from_copylink) 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：声动早咖啡 (https://www.xiaoyuzhoufm.com/podcast/60de7c003dd577b40d5a40f3)、声东击西 (https://etw.fm/episodes)、吃喝玩乐了不起 (https://www.xiaoyuzhoufm.com/podcast/644b94c494d78eb3f7ae8640)、反潮流俱乐部 (https://www.xiaoyuzhoufm.com/podcast/5e284c37418a84a0462634a4)、泡腾 VC (https://www.xiaoyuzhoufm.com/podcast/5f445cdb9504bbdb77f092e9)、商业WHY酱 (https://www.xiaoyuzhoufm.com/podcast/61315abc73105e8f15080b8a)、跳进兔子洞 (https://therabbithole.fireside.fm/) 、不止金钱 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 期待你给我们写邮件，邮箱地址是：ting@sheng.fm 声小音 https://files.fireside.fm/file/fireside-uploads/images/4/4931937e-0184-4c61-a658-6b03c254754d/gK0pledC.png 欢迎扫码添加声小音，在节目之外和我们保持联系。 Special Guest: 施威扬.

This week on The Data Minute, Peter sits down with Vivek Ladsariya, Managing Director at Pioneer Square Labs, for a deep dive into the Seattle startup ecosystem and the evolving world of venture studios.Vivek breaks down why Seattle has become the quiet giant of AI infrastructure, holding the second-highest concentration of AI talent in the US, and explains why the "locked up" talent at Amazon and Microsoft is finally breaking free. He also gives a candid assessment of the venture studio model, why many studios are "zombies," how AI is forcing them to pivot to a holding company structure, and why he actually encourages his Seattle founders to move to San Francisco.They also discuss the economics of small funds vs. mega funds, why signaling risk is real for follow-on rounds, and the "unscalable" things emerging managers must do to compete. Plus: a look at an investment fighting the loneliness epidemic and a rare story of a VC voluntarily taking dilution to save a cap table.Subscribe to Carta's weekly Data Minute newsletter: https://carta.com/subscribe/data-newsletter-sign-up/Explore interactive startup and VC data, with Carta's Data Desk: https://carta.com/data-desk/Chapters:00:00 – Intro: Seattle, Studios, and AI01:10 – Welcome Vivek Ladsariya02:22 – How mega funds warped the SF market05:08 – Inside Pioneer Square Labs06:40 – The "Bar Test": Speed of funding in SF vs. Seattle09:23 – Is Seattle talent trapped in Big Tech?11:46 – The "Cracked Kid" vs. The Seasoned Exec15:50 – Why Seattle is the #2 AI hub in the US17:02 – Why Vivek wants Seattle founders to move to SF20:10 – The case against remote work for startups21:53 – Why Seattle is the infrastructure capital of AI24:11 – The Venture Studio model: Why do VCs hate it?27:10 – How AI is disrupting the studio model29:00 – The HoldCo future: Hims & Hers and Liquid Death31:22 – Using a studio to compete with mega-fund platforms33:45 – Why PSL will never raise a mega fund36:16 – The psychology of follow-on reserves38:56 – Signaling risk: "Why didn't Andreessen invest?"41:30 – Secondaries vs. holding onto winners45:28 – Are LPs tired of mega funds?46:31 – Why you can't be a solo GP forever48:56 – Investing in the loneliness epidemic (Tin Can)50:43 – The most value-add thing a VC can do52:07 – OutroThis presentation contains general information only and eShares, Inc. dba Carta, Inc. (“Carta”) is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or other professional advice or services, and is for informational purposes only.  This presentation is not a substitute for such professional advice or services nor should it be used as a basis for any decision or action that may affect your business or interests. © 2025 eShares, Inc., dba Carta, Inc. All rights reserved.

After 20+ years at some of the most important Silicon Valley tech companies like Yahoo, LinkedIn, Oracle, Informix and NerdWallet, Bhaskar today leads investment of enterprise infrastructure companies at 8 VC.Bhaskar Ghosh spent 20+ years at some of the most important Silicon Valley tech companies before moving into venture capital as a Partner at 8VC.After completing his PhD in computer science from Yale, he worked across Yahoo, LinkedIn, Oracle, Informix and NerdWallet. He brings this experience to founders building the next generation of enterprise infrastructure companies.In this episode Bhaskar explains how IT services are being reimagined for India, a country that over the last 25 years turned its skilled workforce into a global services engine. We discuss the shift happening inside workflows most people do not think about: mid-office ops, call centers, insurance, travel and HR. These are areas where thousands of people move information every day, and where AI is now good enough to take over entire workflows.Bhaskar talks about the founders already building in this space, including those buying traditional services companies and rebuilding them with AI at the core. He also explains why this new wave will not behave, scale or be valued like SaaS, because this is no longer pure software. It is the reinvention of services.If you are a founder making engineering decisions, someone curious about the less visible layers of software, or interested in people who move technology forward, this conversation with Bhaskar is for you.00:00 –Trailer03:03 – How India will reimagine IT services (TCS, Infosys)04:32 – “why now” of services06:07 – How unstructured data became easier to handle?07:53 – What LLMs can do today with high precision10:35 – Use of GenAI will increase margins in services11:54 – Front & mid offices will become more productive and lean14:30 – Will a pure services business scale anymore?15:55 – Legacy service businesses + AI-first software20:04 – Real challenge to operate and scale such businesses20:33 – 3 reasons on why SaaS companies get higher multiples?22:06 – Network-effect players win big in SaaS24:18 – Replacing software v/s replacing services26:16 – Business without inherent network effects (yet)28:22 – Is AI unlocking TAM larger than Software era?30:57 – How prosperity of a country influences growth of Co's32:50 – India's tech talent is key to India-US corridor39:36 – Deeply disruptive AI Co's will come from India43:04 – How new-age AI services companies of India should grow in US?44:39 – Current BPOs have an unfair advantage47:21 – Will older BPOs understand the importance of AI?49:22 – A Moat in outcome-based pricing can replace old businesses51:50 – Has the US ever been sensitive to cost?55:23 – The new AI-enabled services have a Palantir-risk flavour58:47 – Where to build when model Co's eat forward & backward revenue?01:06:10 – What type of founding teams are needed?01:08:10 – How founders think about GTM is changing-------------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/theneonSend us a text

In this episode, we unpack the $4M-$10M funding gap that's stranded hundreds of Indian startups, why Anand raised $45M during COVID when everyone else froze, and the brutal truth about unicorn valuations in India's tech ecosystem. Anand Prasanna is the Managing Partner of Iron Pillar, a $400M+ venture growth fund that's cracked the code on taking Indian companies from $10M to $100M in revenue and shepherding them to IPO. With exits like Bluestone's NSE listing and Vyome's historic Nasdaq debut, Iron Pillar proves that the "India for the World" thesis isn't just talk, it's delivering real returns. From his days at McKinsey and Sequoia to running Morgan Creek's Asia office in Shanghai, Anand brings a rare global lens to Indian venture capital. He shared his contrarian playbook, investment discipline, and why he's passing on the AI hype cycle in this candid, no-holds-barred conversation with host Akshay Datt. Whether you're a founder navigating Series B, an LP evaluating fund managers, or an operator curious about what metrics actually matter at scale, this episode breaks down growth-stage VC like never before. You'll learn the 444 process for picking winners, why CAC payback matters more than growth rate, the dual exit strategy for Indian startups, and Anand's brutally honest takes on Zepto, Cred, Physics Wallah, and why 30% of India's unicorns are overvalued.#VentureCapital #GrowthStageVC #IndiaStartups #SeriesBFunding #StartupFunding #IndianUnicorns #VCInvesting #StartupIPO #BluestoneIPO #FounderThesisPod #StartupMetrics #CACPayback #UnitEconomics #InvestmentStrategy #PrivateEquity #IndiaVC #StartupEcosystem #FundingGap #ScalingStartups #IndiaForTheWorld #GlobalExpansion #VCReturns #LPCapital #StartupValuationDisclaimer: The views expressed are those of the speaker, not necessarily the channel

What if everything we thought we knew about loyalty, leadership, and the future of work is about to be rewritten? In this episode of Start With a Win, Adam Contos sits down with Steve Cadigan - LinkedIn's first-ever Chief Human Resources Officer and one of the most respected minds in global talent strategy - to explore the shifting realities of today's workforce. From the rise of a restless generation to the untapped power of learning and mobility inside organizations, this conversation challenges leaders to think beyond old models of retention and success. It's a provocative look at how businesses can thrive amid constant change - and why the key to keeping your best people might be the very thing that sets them free.Steve Cadigan is a globally recognized talent advisor and founder of Cadigan Talent Ventures, a Silicon Valley firm that has worked with top organizations like Google, Intel, and the BBC. As LinkedIn's first CHRO, he guided the company through its IPO and shaped its culture, which later became the foundation for a Stanford University course. With over 25 years of HR leadership, he has advised leading VC and consulting firms such as Andreessen Horowitz, McKinsey, and Deloitte. A sought-after speaker and media expert, he frequently appears on Bloomberg, CBS, and CNBC and teaches at major universities. His book, Workquake, debuted as a #1 Amazon Hot New Release in 2021. Recognized annually since 2021 as a top 100 thought leader in talent, he serves on multiple boards and advisory panels, helping leaders craft innovative talent strategies. Having lived and worked in Singapore, Canada, and the U.S., he brings a global perspective to the future of work. Based in California, he enjoys coaching basketball and playing tennis.00:00 Intro02:15 This is my moment…have you found yours? 03:40 This is the last thing companies think about!05:05 Ways of winning without a team that has been together for a long time08:25 The need for this has accelerated! 11:01 A person is loyal to this13:30 CEOs need to do a better job in removing the silo thinking18:30 Would you rather…?20:50 Advice, listen up!23:30 I do this for my twinshttps://stevecadigan.com/https://www.linkedin.com/in/cadigan/  steve@cadiganventures.com https://www.tiktok.com/@stevecadigan?lang=en===========================Subscribe and Listen to the Start With a Win Podcast HERE:

During this episode, Santosh is joined by Wayne Usie, EVP of Market Development at Blue Yonder. Wayene shares his journey into supply chain software and discusses how Blue Yonder leverages AI, automation, and data to power next-generation supply chains. The conversation also covers the importance of domain-specific solutions, the development of AI-powered agents for warehouse and logistics management, the evolving workforce, and innovations in returns management. Key takeaways include the growing impact of AI on operational efficiency, the vital role of trust and transparency, the industry's shift toward more autonomous, data-driven supply chains, and so much more. Highlights from their conversation include:Introduction and Wayne Usie's Journey to Supply Chain (0:11)Blue Yonder's Evolution and Embracing AI in Supply Chain (3:00)Interoperability, Data, and the Power of Agents (6:27)Building Trust and the Scale of AI Predictions (9:27)The Importance of Domain-Specific Solutions (13:27)Business Outcomes and AI Value in Retail (16:27)Workforce Transformation and Human-AI Collaboration (18:56)Returns Management and Holistic Inventory Strategies (21:48)Future Predictions: The Autonomous Supply Chain (24:58)Rapid-Fire "This or That" Closing Segment (27:27)Dynamo is a VC firm led by supply chain and mobility specialists that focus on seed-stage, enterprise startups.Find out more at: https://www.dynamo.vc/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Jack Savage, Founder & CEO of Everyday Dose, built a 400,000-subscriber functional coffee brand from his dad's garage—but not before spending years as "the dumb kid" who needed extra time on tests, wore a suit on planes hoping to meet someone important, and cycled through ADHD medications that left him with facial tics and shame. In this conversation, Jack opens up about the scarcity mindset he inherited from watching his father's business collapse, the $500K investment deal that fell through at the last second (leaving him in tears), and why discovering he had the CYP1A2 gene—which makes 50% of us caffeine-sensitive—changed everything about how he formulated Everyday Dose. He also gets real about the unglamorous parts of scaling: living in his dad's garage at 33, battling a massive counterfeit crisis that cost the company customers and reputation, getting rejected by VCs who made him question his worth, and learning that friendships (even in business) have to be earned, not assumed. Through it all, Jack kept returning to one framework: Dharma. Are you good at it? Are you passionate about it? Are you making an impact? Does it make you money? This conversation is about finding that alignment—and what happens when you finally do. Key Takeaways & Topics Jack's early experiences with ADHD, shame, and overcompensating through ambition Why taste and clinical dosing became Everyday Dose's differentiator Building supply chain and formulation knowledge from scratch Moving into his dad's garage and bootstrapping the first version of the brand VC rejection, self-worth, and learning to scale without outside validation The emotional toll and operational cost of battling large-scale counterfeit products How Jack defines dharma and why alignment is a founder's most reliable compass Retention as a strategy: treating existing customers better than new ones Why "you can do anything, but you can't do everything" His weekly retro practice with 35 team members: what's going well, what's not, what needs to change The hidden gene that affects 50% of us and why Jack built a coffee specifically for slow caffeine metabolizers The Failure Factor Podcast was brought to you by Off The Field Coaching. Explore working with one of our coaches at http://offthefieldcoaching.com  Hosted by Megan Bruneau: therapist, executive coach, speaker, Forbes contributor, and host of The Failure Factor. For more info, visit https://meganbruneau.com   Everyday Dose on Instagram: https://www.instagram.com/everydaydose  Everyday Dose: https://www.everydaydose.com Megan on Instagram: https://www.instagram.com/meganjbruneau  Megan on LinkedIn: https://www.linkedin.com/in/megan-j-bruneau-m-a-rcc  Subscribe to the podcast newsletter at https://thefailurefactorpodcast.com 

  Check out the Video of this Episode Here! EPISODE 374 Rebecca and Rey are back...and they aren't the only one! The Wrecker turns up on Marc's doorstep to ask for help...but should the Midnight Mission trust him?...Or is there more at play? The High Priests break down the first two parts of The Haunting of the Wrecker arc... and catch up once again for a good ol' yarn! Fist of Khonshu Vol. 1 #12 & #13 "The Haunting of the Wrecker - Parts 1 and 2" Release Date September 3, 2025 Cover Date November, 2025   Writer(s) Jed MacKay Penciler(s) Domenico Carbone Inker(s) Domenico Carbone Colorist(s) Rachelle Rosenberg Letterer(s) VC's Cory Petit Editor(s) Devin Lewis Shine those idols, and dust off the cape....IT'S TIME TO GET YOUR KHONSHU ON! SHOW NOTES:  Fist of Khonshu Vol. 1 #12  Fist of Khonshu Vol. 1 #13 Tales from the Stack WHERE TO HEAR US: Podcast Page Podchaser Apple Podcast Google Play Music Spotify Overcast SoundCloud Stitcher Tunein Podbean Into the Knight RSS Feed YouTube DROP US A LINE: Website: intotheknight.libsyn.com Email: feedback@itkmoonknight.com FB Page: Into the Knight- A Moon Knight Podcast Page FB Group: Into the Knight- A Moon Knight Fan Base Bluesky: Into the Knight - Bluesky X: @ITKmoonknight Instagram: ITK Moon Knight Discord ITK Server: ITK Server   CHECK OUT THESE OTHER SHOWS I CO-HOST! Sons of the Dragon - An Immortal Iron Fist Podcast DCAU - The DC Animated Universe Podcast  Capes & Lunatics Sidekicks To Know Her Is To Fear Her: The Spider-Woman Podcast Predator & pREY - a Yautja Podcast Rey Plays Games!   OFFICIAL ITK MERCHANDISE @ DASHERY - BUY HERE! Thinking of starting your own podcast? Check out our special offer from Libsyn!   CREDITS: ITK Logo Graphic Design by The High Priests of Khonshu ITK Graphic Design produced and assisted by Randolph Benoit ITK Opening Sequence for video by Chris Kelly Music Written, Performed and generously provided by Deleter Co-Producers Wayne Hunt Josh Johnson Anthony Sytko Matthew Howell Jonathan Sapsed Dan Newland Executive Producers Justin Osgood Derek O'Neill Daniel Doing Mario Di Giacomo Odin Odinsword Produced by Reynaldo Gesmundo The music for this episode contains excerpts from various songs and music copyrighted by Deleter and Brian Warshaw. The music agreed for use on Into the Knight - A Moon Knight Podcast is licensed under an Attribution License;

This week on Swimming with Allocators, Jay Rongjie Wang, Founder and CEO of Primitiva Global, shares her journey from her pioneering upbringing shaped by her mother's tech entrepreneurship to becoming a leading venture investor bridging Silicon Valley, Hong Kong, and Shanghai. Jay discusses the importance of authenticity and “congruence” in investment decisions, her “impossible triangle” theory for evaluating AI opportunities, and cross-border fundraising strategies. Listeners will gain actionable insight into aligning personal strengths with business practices, understanding global LP/GP dynamics, and balancing boundless curiosity with focused execution in the rapidly evolving world of tech and venture capital. Also, don't miss our insider segment as Idan Netser and Jason Kropp from Sidley discuss key tax incentives for venture funds, including carried interest treatment and Qualified Small Business Stock benefits, as well as recent FDA regulatory changes impacting biotech and medtech startups, offering timely guidance for VC investors and founders.Highlights from this week's conversation include: Welcoming Jay to the Episode (0:22) Impact of Parenting on Risk, Creativity, and Early Career Choices (5:24) Lessons Learned from Running Community Website: Career Preparation (7:17) Discussion of Gender Dynamics, Over-Preparation, and Confidence (10:00) Traits for Successful Fund Managers: Concept of Congruence (11:38) Practical Framework for Identifying "Winner Energy" and Reference Checks (17:55) Consistency in Feedback About GPs (21:46) Regulatory Topics: Carried Interest, Tax, and FDA Insights (23:54) Energy Management, Executive Capacity, and Inner Focus (28:48) Impossible Triangle Theory on AI Progress and Investment Filtering (30:27) Applying the Theory: GPU and Data Center Investments (36:06) Fundraising Successes Outside the US and Motivations of International LPs (39:09) Balancing Curiosity with Focus for Investors (41:20) Personal Advice on Career Methodology and Venn Diagram Specialization (44:24) Final Thoughts and Takeaways (45:15) Primitiva Global is a family office and investment platform operating across Silicon Valley and Hong Kong. Primitiva backs first-check venture managers and invests in companies expanding the frontiers of artificial intelligence, deep technology, and global innovation. The firm combines deep research, top-down analysis, and hands-on partnership to support the next generation of builders and allocators. Learn more at www.primitivaglobal.com Sidley Austin LLP is a premier global law firm with a dedicated Venture Funds practice, advising top venture capital firms, institutional investors, and private equity sponsors on fund formation, investment structuring, and regulatory compliance. With deep expertise across private markets, Sidley provides strategic legal counsel to help funds scale effectively. Learn more at sidley.com. Swimming with Allocators is a podcast that dives into the intriguing world of Venture Capital from an LP (Limited Partner) perspective. Hosts Alexa Binns and Earnest Sweat are seasoned professionals who have donned various hats in the VC ecosystem. Each episode, we explore where the future opportunities lie in the VC landscape with insights from top LPs on their investment strategies and industry experts shedding light on emerging trends and technologies.  The information provided on this podcast does not, and is not intended to, constitute legal advice; instead, all information, content, and materials available on this podcast are for general informational purposes only.

What happens when a former gaming founder takes a hard look at his marriage — and realizes the biggest problem isn't love, it's routine?In this episode, we sit down with Offer (Founder & CEO of ARYA) and Phylicia Koh (General Partner at Play Ventures) to unpack how a single moment — “Babe… what happened to us?” — sparked a new category in relationship wellness.We dive into:Why routine is the “final boss” in every relationshipHow game design and psychology can rebuild intimacyThe real meaning of gamification (and why most people get it wrong)Why consumer apps struggle with engagement — and how free-to-play mechanics fix itHow AI can responsibly support human connectionThe blue-ocean opportunity in taboo or overlooked marketsFrom a Typeform MVP that people actually paid for… to the deeper science behind staying in love, this episode blends tech, human behavior, VC insight, and real vulnerability.Whether you're building products, building relationships, or both — this convo hits.Follow the PodcastInstagram: https://www.instagram.com/venturecapitalfm/Twitter: https://twitter.com/vcpodcastfmLinkedIn: https://www.linkedin.com/company/venturecapitalfm/Spotify: https://open.spotify.com/show/7BQimY8NJ6cr617lqtRr7N?si=ftylo2qHQiCgmT9dfloD_g&nd=1&dlsi=7b868f1b72094351Apple: https://podcasts.apple.com/us/podcast/venture-capital/id1575351789Website: https://www.venturecapital.fm/Follow Jon BradshawLinkedIn: https://www.linkedin.com/in/mrbradshaw/Instagram: https://www.instagram.com/mrjonbradshaw/Twitter: https://twitter.com/mrjonbradshawFollow Peter HarrisLinkedIn: https://www.linkedin.com/in/peterharris1Twitter: https://twitter.com/thevcstudentInstagram: https://instagram.com/shodanpeteYoutube: https://www.youtube.com/@peterharris2812

In recent weeks, OpenAI faced seven lawsuits alleging that ChatGPT contributed to suicides or mental health breakdowns. To spotlight the controversial relationship between AI and mental health, host Bob Safian is joined on stage at Innovation@Brown Showcase by Brown University's Ellie Pavlick, director of a new institute dedicated to exploring AI and mental health, and Soraya Darabi of VC firm TMV, an early investor in mental health AI startups. Pavlick and Darabi weigh the pros and cons of applying AI to emotional well-being, from chatbot therapy to AI friends and romantic partners. Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Stephen Wemple, Principal at Spero Ventures, shares how he backs mission-driven founders building enduring companies aligned with purpose and profit. From investing in hardware startups like Telo Trucks to backing social impact ventures such as Juno, Stephen explains why conviction and alignment between founders and investors matter more than ever. He reflects on his journey from Fulbright Fellow in Vietnam to venture capitalist in Silicon Valley, the lessons he's learned from working with founders, and how smaller, concentrated funds like Spero bring focus and depth back to early-stage investing.In this episode, you'll learn:[01:00] - Stephen's journey from Fulbright Fellow in Vietnam to venture capitalist at Spero Ventures[04:30] - How Spero spun out of Omidyar Network to back purpose-driven founders[08:10] - Investing early—with proof points that show real-world traction[11:10] - Why mission and authenticity matter more than hype in founder evaluation[14:00] - The story behind Spero's investment in Juno and the value of long-term relationships[17:00] - How founders should work with junior investors inside VC firms[19:00] - Why conviction and alignment matter when founders choose their investors[22:00] - Stephen's take on the concentration of capital and the future of small, focused fundsNonprofit highlight: AchieveKidsAbout Stephen WempleStephen Wemple is a Principal at Spero Ventures, where he invests in mission-driven founders building companies for a healthier, more sustainable, and fulfilling future. He has led investments across sectors such as healthcare, climate, and frontier technologies, backing founders who combine purpose with commercial ambition.Stephen began his career in early-stage venture capital, investing in emerging markets across Sub-Saharan Africa, Latin America, and South Asia. A Fulbright Fellow in Vietnam, he worked with the U.S. State Department to support entrepreneurship initiatives before joining Spero Ventures in its formative years. Stephen believes the best entrepreneurs are those who find and stay true to their mission.About Spero VenturesSpero Ventures is a Silicon Valley-based early-stage venture capital firm that backs mission-driven founders building companies for a healthy, sustainable, and fulfilling future. The firm leads or co-leads seed and Series A rounds with $2–4 million investments and maintains a concentrated portfolio to closely support each founder. Its team, which includes former operators from Tesla, eBay, and Stripe, has invested in companies like Juno (child disability insurance), Telo Trucks (electric pickup trucks), Tiny Health (gut health solutions), Euclid Power (renewable energy software), and Gencove (genome sequencing platform), reflecting its belief that purpose-driven startups can create both outsized impact and venture-scale returns.Subscribe to our podcast and stay tuned for our next episode.

In recent weeks, OpenAI faced seven lawsuits alleging that ChatGPT contributed to suicides or mental health breakdowns. To spotlight the controversial relationship between AI and mental health, host Bob Safian is joined on stage at Innovation@Brown Showcase by Brown University's Ellie Pavlick, director of a new institute dedicated to exploring AI and mental health, and Soraya Darabi of VC firm TMV, an early investor in mental health AI startups. Pavlick and Darabi weigh the pros and cons of applying AI to emotional well-being, from chatbot therapy to AI friends and romantic partners. Visit the Rapid Response website here: https://www.rapidresponseshow.com/See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Randy Komisar is an entrepreneur and investor at Kleiner Perkins.Previously, he was a co-founder of Claris Corp., served as CEO for LucasArts Entertainment and Crystal Dynamics, and acted as “virtual CEO” for such companies as WebTV and GlobalGiving. Randy also served as CFO of GO Corp. and as senior counsel for Apple Computer, following a private practice in technology law.Randy is a founding director of TiVo and serves on the Roadtrip Nation Advisory Board and Orrick's Women's Leadership Board. He is the author of the best-selling book,The Monk and the Riddle, as well as several articles on leadership and entrepreneurship. He is also the co-author of Straight Talk for Startups, the insider best practices for entrepreneurial success, Getting to Plan B, on managing innovation, and I F**king Love that Company, on building consumer brands.This conversation with Randy Komisar is just spectacular! We dive right into how he turned his interview with Neil Young from disaster to success, why growing up with a professional gambler sharpened his communication skills, the way that luck factors into your career, and the way to maximize your chances of serendipity coming your way.You'll learn pearl after pearl of wisdom from Randy in our conversation, including a crucial question he asks as an investor to any entrepreneur to assess what they're made of.Randy's such a great storyteller, and this discussion is not to be missed!Where to find Randy:Kleiner and PerkinsTimestamps:(00:00) The Neil Young interview disaster—and how Randy saved it(02:00) Throwing away the script and learning to “follow the spark”(03:15) Reading people: Randy's people-sense and street upbringing(04:00) Growing up with a salesman and professional gambler father(05:20) Lessons from watching gamblers: losing stories, tells, and ego(07:00) How his father's instincts shaped Randy's BS-detector in VC(12:35) Self-awareness, delusion, and Buddhism's core teaching(13:40) Coaching as holding up a mirror(14:20) Randy's winding path: from upstate NY to Brown University(15:55) Finding paradise at Brown: curiosity and lifelong learning(21:30) How meaningful small acts of encouragement can be(23:00) Enter Bill Campbell: how they met at Apple(34:00) The inner conflict: purpose vs. title(37:00) Managing through influence, not authority(39:30) Bringing the virtual-CEO model into venture capital(40:50) Success, skepticism, and earning trust at Kleiner(43:10) Why this? Why you? Why now?(44:30) “Is this worth failing at?”—the most important founder question(46:00) The gambler's wisdom: inviting luck(48:30) How to make yourself luckier (excellence, flexibility, humility)(50:10) Most great companies succeed with Plan B, not Plan A(51:30) A painful miss: the Juicero story(53:00) PR mismatch, press backlash, and the fatal Bloomberg articleConnect with Alisa! Follow Alisa Cohn on Instagram: @alisacohn Twitter: @alisacohn Facebook: facebook.com/alisa.cohn LinkedIn: https://www.linkedin.com/in/alisacohn/ Website: http://www.alisacohn.com Download her 5 scripts for delicate conversations (and 1 to make your life better) Grab a copy of From Start-Up to Grown-Up by Alisa Cohn from Amazon

Scott's conversation with Freestyle Capital's Maria Palma ranges from venture capital hype cycles to ethics, engineering creativity, venture regret, and even the art of naming startups (“Cluster Fudge” stays). Palma also offers a personal take on her own journey—from GE supply chain to Harvard Business School to eventually discovering she was built for venture—all while keeping an engineer's mindset and a founder's empathy. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

About Harpaul Sambhi:Harpaul Sambhi is a serial entrepreneur and the founder of Magical, where he's building Agentic AI for healthcare to transform how people and systems interact in one of the world's most vital industries. Based in the San Francisco Bay Area, Harpaul combines a deep technical background with a passion for human-centered innovation. Before founding Magical in 2020, he built and sold Careerify to LinkedIn, where he later led product initiatives within LinkedIn Talent Solutions and Microsoft, helping shape the future of talent acquisition and HR technology.Alongside building companies, Harpaul has served as Entrepreneur in Residence at Bain Capital Ventures, Advisor at On Deck, and a Limited Partner in leading VC funds, including Bain Capital Ventures, iNovia Capital, and OnDeck. Earlier in his career, he authored Social HR (published by Thomson-Reuters) and lectured at the Schulich Executive Education Centre on innovation, technology, and the evolving workplace.At his core, Harpaul is guided by simple principles—striving to be a good human and a dedicated father, husband, son, brother, and friend—while working with great people to build great products that make a difference. A graduate of the University of Waterloo with a degree in electrical engineering, he continues to live by curiosity, humility, and the drive to create technology that serves people, not the other way around.About Doug Hires:Douglas Hires is a seasoned healthcare executive, consultant, and entrepreneur with over 35 years of leadership experience across the healthcare and information technology sectors. Based in Dallas, Texas, Douglas has built a distinguished career driving operational excellence, business transformation, and financial performance for some of the nation's leading healthcare organizations. His expertise spans providers, payers, government, and life sciences, and his track record includes accelerating growth, restructuring operations, and guiding organizations through strategic reinvention.Currently, Douglas serves as Executive Advisor at Magical, Managing Partner at JD Hires Advisory Group, and Founder & President of New World Wine Designs, where he combines his business acumen with his passion for fine wine and craftsmanship through bespoke wine cellar design and building. He also advises healthcare and sales organizations through roles with Healthcare IT Leaders and SalesSparx LLC, lending his strategic insight to help teams scale with precision and purpose.Previously, Douglas held multiple senior leadership roles at Optum, including Chief Operating Officer for OptumInsight Provider and COO of the Hospital Services Division, overseeing end-to-end revenue cycle operations for Dignity Health's 36 hospitals. His earlier career includes executive roles at Santa Rosa Consulting, 3M Health Information Systems, SoftMed Systems, and First Consulting Group, where he earned recognition as a respected thought leader and sought-after industry speaker.Things You'll Learn:Agentic AI surpasses automation by reasoning, adapting, and executing end-to-end workflows, thereby freeing healthcare workers from repetitive tasks.Healthcare organizations are already seeing results, such as doubling prior authorization volume while cutting staff needs and decision times in half.The shift from RPA to agentic AI mirrors the evolution from MapQuest to autonomous vehicles, smarter, smoother, and self-correcting.Successful AI adoption requires attention to change management and staff reallocation, not just technology deployment.Evaluating AI vendors using six key pillars (reasoning, adaptability, interoperability, agility, scalability, and fault tolerance) helps cut through the hype and identify real solutions.Resources:Connect with and follow Harpaul Sambhi on LinkedIn.Connect with and follow Doug Hires on LinkedIn.Follow Magical on LinkedIn.Visit Magical's website.

Welcome back to another episode of the EUVC Podcast, where we bring together Europe's venture family to share the stories, insights, and lessons that drive our ecosystem forward.Today we dive into one of the most under-discussed — yet increasingly important — topics in European venture: Opportunity Funds.Joining Andreas Munk Holm is Lea Strumberger, Senior Investment Manager at KfW Capital, one of Europe's largest and most mission-driven LPs. KfW Capital co-operates several modules of Germany's €10B Future Fund (Zukunftsfonds) and deploys into VC funds to strengthen Europe's late-stage capital base.Within that framework, KfW Capital has launched an Opportunity Fund facility to back managers deploying Series B+ capital — often into their own breakouts — with a structure and governance playbook that preserves alignment and avoids “continuation-vehicle rescue” dynamics. Public examples of European Opportunity strategies include Notion Capital's Opportunities funds, built alongside its core franchise.Here's what's covered00:17 — Mandate & why Series B+: Europe needs domestic late-stage capital04:39 — Two OF archetypes: inside-only vs blended08:15 — How KfW diligences emergent managers launching OFs13:19 — Why a third-party lead (≥25%) matters18:53 — Terms that matter: fees, carry, GP commit, duration25:30 — GP commit reality for second-timers33:19 — Governance: allocation policy, LPAC, down-rounds36:10 — Hurdle rates: 6–8% standard, not the battleground37:55 — Market pulse: ~10 OFs/year cross KfW's desk

In this episode, we're joined by Jeppe Schytte-Hansen, CEO and Co-founder of Omnidocs, a SaaS company that's moving fast: €22M+ in revenue, 1,500 customers, 155 employees, and four acquisitions in the last 18 months after bringing in private equity for the first time. Jeppe breaks down what it really takes to turn a steady, profitable SaaS into a buy-and-build platform, from product alignment and enablement to the emotional reality of killing someone's “version 2.0” and managing the slowdown that almost everyone underestimates. We spoke with Jeppe about choosing PE over VC, building a 14-point M&A framework, and why one plus one rarely equals two in the first year. He explains the “integration foxtrot” (quick–slow–quick–slow), how to preserve culture across six offices and four countries, and why Omnidocs is betting big on the shift from traditional documents to “fluid formats” in the coming years.  Here are some of the key questions we address: What is the 14-criteria M&A evaluation framework, and what are the two instant disqualifiers? Why does every buy-and-build strategy start with a slowdown, and how do you shorten it? What makes product alignment the hardest part of M&A, and how do you decide when to kill a nearly-finished product? How do you structure integration squads and seven integration tracks across acquired companies? What does it take to enable sales teams to manage multiple products without slowing down new logo acquisition? How do you avoid overestimating cross-sell potential, especially in the first 12–18 months? Which are key roles and people to drive a successful pre, during and post-acquisition process?

Say It Out Loud With Words Hello, this is Hall T. Martin with the Startup Funding Espresso -- your daily shot of startup funding and investing. The key to a successful pitch is to articulate all the values in the deal. This doesn't mean explaining how the product works in great detail This also doesn't mean spending half your allotted pitch time trying to convince the audience that diabetes is a problem. It does mean, however, that every value that has come into the startup is noted in the pitch deck with at least a logo or a bullet point. The rule of pitching is that if you don't mention it, then it doesn't exist. Here's a list to consider adding to the pitch deck: All funding sources to date, including angels, angel groups, grants, VC funds, and more. All partners, team members, and others who have contributed to building the startup. Any exits and positive outcomes for startups led by the team. All customers who have bought the product or given feedback. Include a logo for each one somewhere in the pitch deck. Investors look for evidence that investors, customers, and partners are supporting you. For each value, say it out loud with words. Thank you for joining us for the Startup Funding Espresso where we help startups and investors connect for funding. Let's go startup something today. _________________________________________________________ For more episodes from Investor Connect, please visit the site at: http://investorconnect.org Check out our other podcasts here: https://investorconnect.org/ For Investors check out: https://tencapital.group/investor-landing/ For Startups check out: https://tencapital.group/company-landing/ For eGuides check out: https://tencapital.group/education/ For upcoming Events, check out https://tencapital.group/events/ For Feedback please contact info@tencapital.group Please follow, share, and leave a review. Music courtesy of Bensound.

As the year winds down, venture capital investors and business start-ups are looking toward 2026 for opportunities. In this episode, OBJ Editor-in-Chief Richard Bilbao invites Govo Venture Partners Managing Partner and CIO Rob Panepinto to share his outlook and expertise on the Florida market.

Hello, listeners, and welcome back to First Principles, Episode 48, or the 7th episode of season 3. This is part 2 of the conversation.The host, Rohin Dharmakumar, first crossed paths with Deepak Abbot back in April 2015, even before The Ken had been founded. Rohin was chasing down an insightful breakdown of the tech ecosystem's huge user numbers during the Free Basics debate, and Deepak, a veteran operator and former product head at Paytm, was the go-to source for his data-filled, analytical posts.That same data-driven curiosity is what led Deepak to walk away from corporate life in 2019. He was clear: he didn't want to just manage; he had years left to actively "build products, you know, with my own hands". What he built was Indiagold, targeting the massive opportunity of gold in a market VCs often dismissed as an 'old economy product'.In this episode, Rohin sat down with Deepak Abbot, co-founder of Indiagold, to discuss how they are transforming India's massive $1.5 trillion gold reserve—an asset often locked away and doing nothing—into a productive force. Deepak calls this gold a "dead asset" and explains that Indiagold's mission is to change the mindset around it. They are not just giving gold loans; they are monetising a secured asset for the 250 million Indians who are excluded from formal credit due to thin or non-existent credit scores. By enabling customers to safely leverage their gold reserve, the company helps jumpstart a formal credit history and provides essential working capital.Listen in as Deepak charts his operator-to-founder journey, shares how he navigated initial VC skepticism, and details the strategy behind turning a seemingly archaic commodity into a modern fintech solution for one of India's most fundamental credit problems. Plus, a fascinating look inside a unique company culture, including why Indiagold operates without a CEO.*****This episode was mixed and mastered by Rajiv CN.Write to us at fp@the-ken.com with your feedback, suggestions, and guests you would want to see on First Principles.If you enjoyed this episode, please help us spread the word by sharing and gifting it to your friends and family.***** Join The Ken as a Podcast Producer and work with India's most ambitious storytellers! We're creating a podcast about India's biggest companies, with each episode backed by weeks of deep research. You'll lead the workflows that turn that research into exceptional narratives and bring the show to listeners around the world. Join us to help shape something exceptional. Check out the details and apply here. 

130 IPOs from over 400 startups. IVP is now in its 18th fund, with companies like Perplexity, Glean, Slack, Figma, Twitter, Uber, and Abridge in its portfolio. Somesh Dash, general partner at the 45-year-old firm, has been part of IVP for more than 20 years.We start with something we are both passionate about, building in the US-India corridor. Somesh talks about the group of people who put the silicon in Silicon Valley, the immigrants. From Andy Grove to Elon Musk to Chennai-born Aravind Srinivas.He recalls the first time he met Aravind at a WeWork, when Perplexity had just 20 employees and a beta product or how Dylan (Founder of Figma) had the vision nobody else had on the future of design, way before ai. The early signals Somesh saw in these founders, long before any signs of massive success were visible. He also talks about the companies they missed, giants like DoorDash, OpenAI, and Anthropic.Though this seasoned investor truly believes in AI, he says the sector is due for a correction. The bubble will burst. Most Gen 1.0 AI companies are unlikely to reach billion-dollar valuations or go public. But as always in tech, the lessons from this first wave will shape Gen 2.0 companies. And the teams that understand and adapt from this early wave will build the next generation of successful AI companies. Also, when the bubble bursts, that's the time to invest. Why?Somesh Dash shares in this episode.0:00 – Trailer1:12 – Immigrants who built Silicon Valley4:27 – India's incredible contribution to the Valley5:30 – How the India–US friction will actually help6:29 – What's at stake for both countries10:42 – Where India stands in AI11:45 – First meeting with Aravind Srinivas13:47 – Why IVP invested in Perplexity two years ago17:11 – In AI, don't take product–market fit for granted18:43 – Courage to fail & double down on early wins19:36 – Why multiple investors on a cap table isn't bad22:14 – How IVP invested in Figma24:28 – IPO is a milestone, not the end25:56 – Why US public markets are not overvalued27:50 – How a VC defines startup success31:08 – The best thing about failed startups32:12 – Why IVP missed DoorDash34:54 – How IVP decides to invest or pass38:27 – The doctor who builds tech45:05 – Future of Content is honesty and vulnerability47:11 – Meeting OpenAI & Anthropic in the early days48:52 – AI “startups” with capex the size of nations49:53 – The power law in venture capital50:45 – Why we're close to an AI correction54:11 – Gen 2.0 startups are built on Gen 1.0 foundations56:45 – Will the AI bubble burst?1:01:32 – Do high valuations during peaks still make sense?1:05:04 – What keeps IVP strong for five decades1:08:11 – The Co's making IVP more bullish on India–US corridor-------------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-------------Send us a text

Send us a textAdvice abounds here in Uganda and elsewhere concerning the best way for gain the blessings of God.  In this episode, the VC looks at a time where Jesus lays it out for His disciples so they can see it and follow.

FLARE Shocked the XRP Community - Exchanges, Smart Accounts & Real DeFi

What do you do when the world starts changing faster than your ability to make sense of it?Do you hold tighter to what you know… or do you learn how to evolve, let go, and redefine who you are?In this episode, I sit down with legendary investor and True Ventures partner Tony Conrad, a man who has helped shape some of the most influential companies of the past two decades — and who is now in the most reflective stage of his life and career.We talk about the quiet side of leadership, the inner work required to stay relevant, why the AI revolution is forcing everyone to rethink their value, and how a surreal moment in a deportation jail in India woke him up to the fragility of everything we take for granted.Timestamps:00:00 — Who is Tony Conrad? Identity beyond job titles02:00 — Building True Ventures & the early days nobody saw05:00 — The J-curve years: failure, doubt, and patience08:00 — AI: the biggest shift of Tony's lifetime10:00 — How True Ventures stays mentally fit as a team12:00 — Culture > ego: why they avoid the Midas List14:00 — Travel, awareness & seeing the world clearly again17:00 — The India deportation jail story20:00 — Japan, America & the truth about cultural contrast22:00 — Why Tony stayed in San Francisco through every cycle25:00 — Reinventing his role: from “points on the board” to empowering others27:00 — Being public vs staying private: how the VC world has changed30:00 — The ancient teachers question & who Tony would speak to33:00 — Shackleton, survival & the greatest leadership example he knows****Get your copy of Personal Socrates: Better Questions, Better Life Connect with Marc >>> Website | LinkedIn | Instagram |*A special thanks to our mental fitness + sweat partner Sip Saunas.

Guest: Dr. Bijna Kotak Dasani, Founder of ArthAum Group Dr. Bijna Kotak Dasani is a global leader in venture capital, strategic partnerships, and capital formation. As the Founder of ArthAum Group, she has built a firm that helps funds and companies scale smarter—through tailored launch strategies, operational excellence, and global investor networks. In this episode, Dr. Bijna shares her journey from financial services leadership into founding ArthAum Group, and offers practical insights for fund managers, entrepreneurs, and investors navigating today's fast-moving venture capital markets. We cover: Fund launch strategies – how first-time managers differ from established funds The biggest mistakes new funds make during launch and how to avoid them The role of fund operating administration in long-term success Why strong back-office operations can make or break a venture fund How to structure partnerships for growth and diversification The KPIs she uses to identify high-value partners for clients Leveraging global investor networks to form capital and expand reach The importance of a global perspective when seeking capital Key trends in venture capital and partnerships across geographies and sectors Where the VC and partnership landscape is headed in the next five years Finally, Dr. Bijna explains what differentiates ArthAum Group from other firms, and how fund managers or companies can best connect with her team. About the Guest Dr. Bijna Kotak Dasani is the Founder of ArthAum Group, a firm specializing in fund market strategy, operating administration, and capital formation. With decades of experience across global financial institutions, she is recognized for her expertise in helping funds and companies build scalable structures, forge partnerships, and unlock growth through innovation. Disclaimer: The views expressed in this podcast are for informational purposes only and do not constitute financial or legal advice. They do not necessarily reflect the views of Finalis Inc. or Finalis Securities LLC, Member FINRA/SIPC. #venturecapital #fundoffunds #siliconvalley #tech #investing

BGVV-1663_ Luận Thuyết Về Công Phu Của Pháp Lý Vô Vi_Montreal_28-03-1982Vô Vi Podcast-Vấn ĐạoVô Vi Podcast-Bài GiảngVô Vi Podcast-Nhạc Thiền

“Predictions are hard,” Yogi Berra once quipped, “especially about the future”. Yes they are. But in today's AI boom/bubble, how exactly can we predict the future? According to Silicon Valley venture capitalist Aman Verjee, access to the future lies in the past. In his new book, A Brief History of Financial Bubbles, Verjee looks at history - particularly the 17th century Dutch tulip mania and the railway mania of 19th century England - to make sense of today's tech economics. So what does history teach us about the current AI exuberance: boom or bubble? The Stanford and Harvard-educated Verjee, a member of the PayPal Mafia who wrote the company's first business plan with Peter Thiel, and who now runs his own venture fund, brings both historical perspective and insider experience to this multi-trillion-dollar question. Today's market is overheated, the VC warns, but it's more nuanced than 1999. The MAG-7 companies are genuinely profitable, unlike the dotcom darlings. Nvidia isn't Cisco. Yet “lazy circularity” in AI deal-making and pre-seed valuations hitting $50 million suggests traditional symptoms of irrational exuberance are returning. Even Yogi Berra might predict that. * Every bubble has believers who insist “this time is different” - and sometimes they're right. Verjee argues that the 1999 dotcom bubble actually created lasting value through companies like Amazon, PayPal, and the infrastructure that powered the next two decades of growth. But the concurrent telecom bubble destroyed far more wealth through outright fraud at companies like Enron and WorldCom.* Bubbles always occur in the world's richest country during periods of unchallenged hegemony. Britain dominated globally during its 1840s railway mania. America was the sole superpower during the dotcom boom. Today's AI frenzy coincides with American technological dominance - but also with a genuine rival in China, making this bubble fundamentally different from its predecessors.* The current market shows dangerous signs but isn't 1999. Unlike the dotcom era when 99% of fiber optic cable laid was “dark” (unused), Nvidia could double GPU production and still sell every chip. The MAG-7 trade at 27-29 times earnings versus the S&P 500's 70x multiple in 2000. Real profitability matters - but $50 million pre-seed valuations and circular revenue deals between AI companies echo familiar patterns of excess.* Government intervention in markets rarely ends well. Verjee warns against America adopting an industrial policy of “picking winners” - pointing to Japan's 1980s bubble as a cautionary tale. Thirty-five years after its collapse, Japan's GDP per capita remains unchanged. OpenAI is not too big to fail, and shouldn't be treated as such.* Immigration fuels American innovation - full stop. When anti-H1B voices argue for restricting skilled immigration, Verjee points to the counter-evidence: Elon Musk, Sergey Brin, Sundar Pichai, Satya Nadella, Max Levchin, and himself - all H1B visa holders who created millions of American jobs and trillions in shareholder value. Closing that pipeline would be economically suicidal.Keen On America is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit keenon.substack.com/subscribe

•q passamos enxergar Deus trabalhando, disciplina p/ amadurecer, vide Jó > Satã fez perder td: família, bens, caiu doente, chaga cabeça-•pés, amigos viram acusadores > No sofrimento foi sendo transformado, rcb discernimento e cai no chão e adorou > impressionante: Jó ñ culpou, ñ acusou Deus deixou Satã fazer c/ele > Gn: traído e prisão José: usou sofrimento/injustiça p/salvar•Israel da fome! Paulo Apedrejado Listra! Apanhou toda cidade! JC manda p/Roma vira naufrago: Dn orava 3x dia lançado cova leões! 3 amigos fiéis na fornalha? Ñ seria melhor ter adorado estátua? Paulo ter desistido? Cm interpretar isto? Orei tanto •nda aconteceu onde está Deus? Qtas vez desistimos Igreja? Desistir Evangelho, pq ñ sabem respostas p/vicissitude? dores? dificuldades? qtas vezes acusamos a Deus >•Chave: corrige a qm ama! te ama mto Deus tbm quer retorno=frutos > Te ama nas noites negras e doloridas pq investiu mt em vc e custou sangue Seu Filho, Deus está cuidando sua maturidade!  Vc ñ vai entrar céu cm está! Bebês ñ reinar c/Cristo!•Ao passar pelo fogo vou crescendo espiritualmente > Fp: sei passa p/td+ vencedores

Goldman Sachs bought a VC and a sports talent agency… because they take a tiny % of huge $$$.Burberry's stock is up 50% on their British pivot…. They're leaning into England's bad weather.Sonder abruptly shut down, leaving thousands without hotels… It's WeWork 2.0.And RIP to the American Penny… (so we wrote a coin obituary)$ABNB $GS $BRBYNEWSLETTER:https://tboypod.com/newsletter OUR 2ND SHOW:Want more business storytelling from us? Check our weekly deepdive show, The Best Idea Yet: The untold origin story of the products you're obsessed with. Listen for free to The Best Idea Yet: https://wondery.com/links/the-best-idea-yet/NEW LISTENERSFill out our 2 minute survey: https://qualtricsxm88y5r986q.qualtrics.com/jfe/form/SV_dp1FDYiJgt6lHy6GET ON THE POD: Submit a shoutout or fact: https://tboypod.com/shoutouts SOCIALS:Instagram: https://www.instagram.com/tboypod TikTok: https://www.tiktok.com/@tboypodYouTube: https://www.youtube.com/@tboypod Linkedin (Nick): https://www.linkedin.com/in/nicolas-martell/Linkedin (Jack): https://www.linkedin.com/in/jack-crivici-kramer/Anything else: https://tboypod.com/ About Us: The daily pop-biz news show making today's top stories your business. Formerly known as Robinhood Snacks, The Best One Yet is hosted by Jack Crivici-Kramer & Nick Martell.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

✅ If you're looking to scale companies and hit growth targets without burning out or losing control, this episode with Kurt Uhlir is packed with powerful frameworks and real-world experience.In just 23 minutes, you'll hear how Kurt Uhlir, CMO at Easy Home Search and an expert in growing companies past $250M, answers the very questions you're searching for:How do I build systems that scale beyond $10M in revenue?What's holding my startup back from scaling up?Is taking venture capital really worth it—or will it destroy my business?How do I lead teams without being a micromanager or burning out?Kurt has been behind over 60 funding rounds and multiple IPOs. He's not just giving theory—he's been in the trenches, scaling SaaS, tech, and real estate platforms. He shares how he transitioned from founder to scaler, and why most founders should do the same if they want long-term success.

Gaurav Bhasin is the founder and managing director of Allied Advisers, an M&A advisory firm whose principals have completed over 100 sell-side transactions for software and tech founders. After two decades in investment banking and tech M&A, Gaurav is a sell-side advisor to B2B software founders who have built successful businesses and want to explore selling their companies. Allied Advisers typically works with founders selling their businesses for $20M–$200M, helping them prepare materials, run a competitive process, and negotiate terms. We discuss how today's M&A market looks very different from the 2021 bubble. Valuations have normalized, deal timelines have increased, and buyers are more disciplined. But the demand for profitable, steadily growing SaaS companies is stronger than ever. Gaurav breaks down strategic and private equity buyers, what metrics matter most, how AI influences valuations, and why most founders underestimate the emotional and operational effort required to sell. For practical founders thinking about an exit in the next few years, this episode provides clear expectations and tactical guidance. Key Takeaways Profitable Growth Wins — Buyers prefer SaaS companies growing 20–50% with real profits over faster revenue growth fueled by burn. Metrics Drive Valuation — Net retention above 110%, gross retention above 90%, and >75% gross margins increase valuation and buyer interest. Run a Real Process — A single buyer gives you no leverage. Multiple qualified buyers improve pricing, terms, and closing certainty. AI Is Lipstick — But Real — You don't need to be AI-native. Practical AI that improves product, margin, or GTM still increases buyer interest.   Quote from Gaurav Bhasin, founder and managing director of Allied Advisers "The good news for SaaS founders is that the private equity community has raised about $1.5 trillion of capital, and more is being raised. And they also have access to debt. So there's $7 trillion of dry powder to do deals. Private equity is not paid to sit on the cash. And they love recurring revenue software.  "Private equity investors will typically move much faster than strategic buyers. Strategics will take a while. You need a business unit sponsor to buy into the vision, and then they will push the corporate to do the deal. But with the private equity, they will look at your financial metrics and if you fit in, they can move pretty fast.  "The one caveat with private equity compared to strategic is they generally pay a little bit less than the strategics because strategics have established distribution and GTM for higher growth, so private equity will index more on the financials." Links Gaurav Bhasin on LinkedIn Allied Advisers on LinkedIn Allied Advisers website 2025 Vertical SaaS Report - Allied Advisers Podcast Sponsor – Fraction This podcast is sponsored by Fraction. Fraction gives you access to senior US-based engineers and CTOs — without full-time costs or hiring risks. Get 10 to 30 hours per week from vetted and experienced US-based talent. Find your next fractional senior engineer or CTO at fraction.work. You can start with a one-week, risk-free trial to test it out. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

What if your customers could talk directly to your brand, without scaling your your customer service teams to a 1:1 capacity? This episode is brought to you by Krisp.ai, the all-in-one voice AI that makes every conversation sound professional. With industry-leading noise cancellation, real-time accent conversion, accurate transcription, and smart call summaries, Krisp helps teams and individuals stay clear and productive. Trusted worldwide and powering over 75 billion minutes of conversations each month, Krisp is the easiest way to elevate every call. Try it free at krisp.ai. Agility sometimes requires fundamentally rethinking the core business assumptions around how we fund growth, build teams, and create value.Today, we're going to talk about the strategic decisions that underpin the AI revolution. It's not just about the technology itself, but about the crucial choices leaders make around how to finance innovation, how to structure teams, and how to stay ahead of the curve on what's actually possible versus what's just hype. To help me discuss this topic, I'd like to welcome, Arto Minasyan, Co-Founder & President at Krisp.ai. About Arto Minasyan Arto Minasyan is a visionary entrepreneur and co-founder of Krisp.ai and 10Web, two successful VC-backed startups that collectively raised $28 million and achieved profitability. He leads teams of around 300 professionals across both companies, driving innovation and operational excellence. Under his guidance, Krisp was honored as one of TIME's Best Inventions of 2020, while 10Web's AI Website Builder has powered over one million websites. Arto frequently shares insights on balancing venture capital with bootstrapping, advancing AI voice technology, and building diverse global tech teams beyond Silicon Valley. Arto Minasyan on LinkedIn: https://www.linkedin.com/in/artominasyan/ Resources Krisp.ai: https://www.krisp.ai This episode is brought to you by Krisp.ai, the all-in-one voice AI that makes every conversation sound professional. With industry-leading noise cancellation, real-time accent conversion, accurate transcription, and smart call summaries, Krisp helps teams and individuals stay clear and productive. Trusted worldwide and powering over 75 billion minutes of conversations each month, Krisp is the easiest way to elevate every call. Try it free at krisp.ai. Register now for Sitecore Symposium, November 3-5 in Orlando Florida. Use code SYM25-2Media10 to receive 10% off. Go here for more: https://symposium.sitecore.com/Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

在这个被按下了「加速键」的世界里，我们应该如何找到和维护自己的内心节奏呢？ 在这期节目里，我们从具体的经验出发，尝试回答这个问题。从如何恢复能量，到从生物学的视角去理解身体发出的信号，我们聊睡眠、运动，也聊情绪的命名、复盘与接纳。 科学的节律与个体的节奏，共同交织成我们与世界相处的方式。或许我们无法改变外界的速度，但可以学着在生活的拿起与放下之间，找到平衡，找到属于我们的自在节奏。 本期人物 Yaxian，「科技早知道」节目监制 丁教 Diane，声动活泼联合创始人 Babs，声动活泼市场营销 徐涛，声动活泼联合创始人 主要话题 [03:02] 高能量人类也有躲不开的低能量时刻 [17:32] 如何从生物学的角度去理解身体节奏与能量恢复的原理 [30:43] 运动、和 AI 聊天……我们都是怎样给自己充电的 [51:49] 为自己的人生寻找更多的支点，找回自己的节奏 给声东击西投稿 当下，AI 越来越多地出现在了招聘的过程中，企业在用 AI 筛简历、做面试，求职者也在用 AI 润色简历、模拟回答……AI 智斗 AI 的场景正在上演。 无论你是招人的 HR，还是正在找工作的应聘者，又或是相关 AI 技术的开发者，如果你经历过类似的场景，或者有相关的经历想要分享或吐槽，都欢迎你给我们投稿！投稿方式在节目的 shownotes 和评论区中可以找到，期待你的来信！ 你的声音可能出现在未来的节目当中，我们非常期待你的分享！ 投稿入口 (https://eg76rdcl6g.feishu.cn/share/base/form/shrcne1CGVaSeJwtBriW6yNT2dg) 你也可以直接通过邮箱直接联系节目组：kexuan@shengfm.cn 「Knock Knock 世界｜秋季敲门版」上线啦！ 头图 https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/hlqVv_ii.png 新学期伊始，我们特别推出了「Knock Knock 世界｜秋季敲门版」，每期 10 分钟，和青少年一起解读一个全球新鲜事，话题涉及社会、科技、商业、文化。 - 更新时间：整个秋季学期，从 9 月 1 日开始到 1 月 30 日 - 期数：60 期 - 售价：179 元 前三期依然可以免费收听，其中包括我们在线下选题会和少年听友们一起制作的两期正式节目。点击收听：https://www.xiaoyuzhoufm.com/podcast/6899a9e12540fdafbd245d41 已经购买了「Knock Knock 世界」的朋友们无需重复购买，秋季敲门版里的节目是全年节目的一小部分。不过，也欢迎把秋季敲门版分享给更多志同道合的新朋友，我们也为每一位帮助我们成功邀请的老听友准备了一份专属礼物！感兴趣的朋友可以点击链接收听。 加入我们 声动活泼目前开放【商业发展经理、节目监制，以及内容实习生（可远程）、早咖啡实习生、商业实习生和运营实习生】岗位，详情点击招聘入口：加入声动活泼（在招职位速览） (https://eg76rdcl6g.feishu.cn/docx/XO6bd12aGoI4j0xmAMoc4vS7nBh)，点击相应链接即可查看岗位详情及投递指南。 招聘 https://media24.fireside.fm/file/fireside-uploads-2024/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/1TCNqViU.jpg 幕后制作 监制：可宣 后期：赛德 运营：George 设计：饭团 商务合作 声动活泼商业化小队，点击链接可直达商务会客厅（商务会客厅链接：https://sourl.cn/QDhnEc ），也可发送邮件至 business@shengfm.cn 联系我们。 关于声动活泼 「用声音碰撞世界」，声动活泼致力于为人们提供源源不断的思考养料。 我们还有这些播客：不止金钱（2024 全新发布） (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640)、跳进兔子洞第三季（2024 全新发布） (https://www.xiaoyuzhoufm.com/podcast/666c0ad1c26e396a36c6ee2a)、声东击西 (https://etw.fm/episodes)、声动早咖啡 (https://sheng-espresso.fireside.fm/)、What's Next｜科技早知道 (https://guiguzaozhidao.fireside.fm/episodes)、反潮流俱乐部 (https://fanchaoliuclub.fireside.fm/)、泡腾 VC (https://popvc.fireside.fm/)、商业WHY酱 (https://msbussinesswhy.fireside.fm/) 欢迎在即刻 (https://okjk.co/Qd43ia)、微博等社交媒体上与我们互动，搜索 声动活泼 即可找到我们。 也欢迎你写邮件和我们联系，邮箱地址是：ting@sheng.fm 获取更多和声动活泼有关的讯息，你也可以扫码添加声小音，在节目之外和我们保持联系！ 声小音 https://files.fireside.fm/file/fireside-uploads/images/8/8dd8a56f-9636-415a-8c00-f9ca6778e511/hdvzQQ2r.png Special Guests: Babs and Yaxian.

Seattle’s consumer-hardware ambitions are once again colliding with economic reality. The struggles of Glowforge and Rad Power Bikes echo a long regional history of big raises, high hopes, and hard landings — shaped by the pandemic, VC, and the unforgiving nature of building real products. GeekWire co-founders Todd Bishop and John Cook recorded this conversation for the purpose of providing the audio to an AI tool that turned the conversation into a written column that was edited and reviewed before publication. Check it out here. Related Stories: Glowforge hits restart: After restructuring, co-founders acquire key assets of laser engraver startup Rad Power Bikes faces possible shutdown as it tries to survive ‘significant financial challenges’ See omnystudio.com/listener for privacy information.

How do you build a tech company that champions, rather than replaces, the analog craft of drawing? This week, we explore the intersection of design and digital innovation with Mark Collins, architect, educator, and co-founder of Morfolio. Mark's journey has taken him from the early days of paperless studios at Columbia's Cloud Lab to co-founding a bootstrapped company that now serves over a million designers worldwide.Mark shares the origin story of Morfolio, born from a group of architects at Columbia who saw the revolutionary potential of the iPad as a creative tool. While major software companies initially missed the opportunity, Mark and his co-founders began a 10-year experiment to redefine drawing for the digital age. By intentionally staying small (under 10 people) and bootstrapped, they've avoided the pressures of venture capital and remained deeply connected to their users, creating what Mark calls an "explosion in slow motion"."When we think about the word technology, our minds instantly go to screens and iPads, but everything is a technology. I think trace paper is a technology. We think of the design crit as a kind of technology. Anytime we're bringing to bear materials and processes and knowledge to get an outcome, we call that a technology." - Mark CollinsThis episode concludes with a look at the next wave of technology, including AI and augmented reality. Mark explains how Morfolio's innovation strategy involves fusing their own bespoke drawing engine with powerful, built-in technologies from giants like Apple, such as the LiDAR scanner used for Trace's "Room Scanner" feature. He offers advice to new graduates: avoid "doomerism" about AI, "just try things", and embrace a "multimodal" approach to design that blends drawing, data, and software to forge their own unique paths.Guest:Mark Collins is an architect, educator, and the co-founder of Morfolio, the creative suite behind popular design apps like Trace, Board, and Journal. His career has bridged academia, where he co-founded Columbia University's Cloud Lab, private practice, and entrepreneurship. Mark's work focuses on blending analog design craft with digital innovation and keeping the human experience at the center of technology.Is This Episode for You?This episode is for you if:✅ You are an architect who loves the feel of hand drawing but wants to integrate digital tools. ✅ You are curious about the "paperless studio" and its evolution since the early 2000s. ✅ You want to understand the future of AI and AR in design from a practitioner's perspective. ✅ You are interested in "bootstrapping" a tech company rather than using VC funding. ✅ You believe in the power of community feedback to shape software development. ✅ You are a recent graduate exploring alternative career paths that blend design and technology.

This week on The VC we start with advice for how to take steps towards healing fractures in your marriage. While speaking off the top of our head with our own quick advice, we also want to encourage any listener who is sincerely struggling with deep marital issues to seek professional counseling. Additional topics range from childhood celebrity crushes, to which rides we'd like to see in Disney World, AND what lasting advice we want our children to know (The VictoryCouch is hosted by Rick and Julie Rando).Shownotes: Connectwith us on Instagram @thevictorycouch, Facebook,victorycouchpodcast@gmail.com, or www.thevictorycouch.comWant a new Victory Couch sticker for your water bottle, laptop, guitar case, etc.? Send us a message and we'll mail you one.SUBSCRIBE to The Victory Couch e-mail list by visitinghttps://www.thevictorycouch.com/ and click SUBSCRIBE at the top of your screen.What are three things you can do this week to strengthen the connection between you and your spouse (specifically for couples struggling in marriage)?E.T.https://www.imdb.com/title/tt0083866/?ref_=ext_shr_lnkWho was your childhood celebrity crush?AlyssaMilano https://www.imdb.com/name/nm0000192/?ref_=ext_shr_lnkYasminBleeth https://www.imdb.com/name/nm0000109/?ref_=ext_shr_lnkKristiYamaguchi https://www.instagram.com/kristiyamaguchi/?hl=enSteffiGraf https://steffi-graf.net/TiffaniAmber Thiessen https://www.imdb.com/name/nm0005485/?ref_=ext_shr_lnkTheoHuxtable https://en.wikipedia.org/wiki/Theodore_HuxtableMarkPaul Gosselar https://www.imdb.com/name/nm0004971/?ref_=ext_shr_lnkDeanCain https://www.imdb.com/name/nm0001002/?ref_=ext_shr_lnkIf there were two rides to bring to Disney World what would they be?https://disneyworld.disney.go.com/https://disneyland.disney.go.com/Zootopiahttps://www.imdb.com/title/tt2948356/https://www.universalorlando.com/What lesson do you most want to pass onto our children?Couch crumbs: Commanders football this part of the season, 2nd year of meet the quad night injuriesProp your feet up: new cologne, baseball game, shot two weddings together, visit from brother, checked our family photos off the list, Taylor Swift The Life of a Showgirl, HalloweenHeidi Klum Medussahttps://www.vogue.com/article/heidi-klum-halloween-2025-medusa-costume

Vivian sat down with Sophia Bush live at Tech Futures to dive deep into the money side of Hollywood stardom. Sophia breaks down what actors actually make from iconic TV shows (spoiler: those One Tree Hill paychecks weren't what you think), how residuals really work in the streaming era, and why that show you've binged 47 times barely pays the actors anymore. Sophia gets real about navigating Hollywood's pay gap, from her early days saying yes to everything to learning how to negotiate like a boss in an industry that doesn't want women asking for more. Plus, she reveals how she's built serious wealth beyond acting through podcasting, directing, producing, and becoming a GP at a VC fund, explaining why diversifying her income was the smartest financial move she ever made. She answers the big questions about balancing activism with getting paid, preparing for Hollywood's feast-or-famine cycles, what retirement looks like when you're an actor, and how coming out changed the way she thinks about money and relationships. Keep up with Sophia on Instagram and find her Work in Progress podcast HERE! Follow the podcast on Instagram and TikTok! Got a financial question you want answered in a future episode? Email us at podcast@yourrichbff.com Learn more about your ad choices. Visit podcastchoices.com/adchoices

一直以来，语音赛道在中国似乎不温不火，但 AI 技术的浪潮似乎带来了新的转机。本期节目，我们邀请到了语音内容创作公司 ListenHub 的创始人兼 CEO Leo。Leo 从他在 MiniMax 的经历聊起，分享了他创立 ListenHub 的初衷，以及他如何看待 AI 为音频内容创作带来的革命性变化。我们深入探讨了 AI 如何重塑内容创作的边界，一个上传的 PDF 如何在几分钟内变成一期生动的播客，以及 AI 生成的语音能否真正拥有人类的情感和温度。 此外，我们还聊到了国内外创作者生态的差异、Sora 等新兴工具对内容行业的冲击，以及在信息爆炸的时代，我们应该如何看待 「内容消费」与 「内容创作」的关系。未来，当 AI 可以无限量产内容，我们又该如何寻找和定义那些真正有价值、「有良心」的产品？ 点击链接（https://lucky.nocode.com/v2/s/8OdPTXxqlJo ）参与抽奖，有机会获得 ListenHub 的创作者会员兑换码 本期人物 Leo 橘子，ListenHub 创始人兼 CEO 丁教 Diane，「声动活泼」联合创始人、「科技早知道」主播 周玖洲 Aaron， 十年中金、华夏基金等顶级投资机构工作经验，「不止金钱」主播 主要话题 [04:15] 从大模型公司 MiniMax 产品负责人到 AI 创业者。 [08:37] 为什么语音是人类最自然、却被低估的交互方式？ [11:19] Listenhub 是什么？一键生成 AI 播客、配音与故事书 [14:25] 交互的未来：语音为何是最自然的交互方式？它将如何改变我们与 AI 的沟通？ [16:51] AI 声音有感情吗？为什么「标注情绪」没有用？ [18:38] 用 AI 做内容，博主两个月涨粉 50 万 [23:40] 面对科大讯飞和 Eleven Labs 等对手，Listenhub 的差异化优势是什么？ [27:06] 产品出海的挑战：海外用户要的不是 「全能」，而是「简单」 [33:27]「露脸经济」时代，AI 可以模仿完美，却学不会 「粗糙感」 [36:21] Sora2 让人上瘾，从短视频到可玩内容的演化 [46:35] 为什么语音是「反注意力」的入口？它不抢时间，却能陪伴 [51:09] 反思注意力经济：未来的好产品，应该像「三文鱼」一样，健康、有乐趣，不上瘾。 本期节目由图拉斯赞助播出，图拉斯支点壳，助你支起生活，创造自然发生 过去手机壳的功能更多的是保护和个性表达，而图拉斯正在引领手机壳，进入随时记录的新时代，解放创造力，带来更高效更丰富更有生命力的生活。为了探索「支点壳」如何重塑未来生活方式，图拉斯携手品牌星球，共同打造《超级创造者生活方式图鉴》杂志，走访记录了 10 位「超级创造者」，看他们如何主动编织多重身份，并在支点壳的帮助下，用不同的方式，让创造更自如，让记录更高效。 如果你也想体验支点壳带来的多元生活方式，欢迎点击链接

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

Aujourd'hui dans Silicon Carne, on parle de :