Podcasts about VC

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    Unchained
    Uneasy Money: Is Jupiter Incompetent or Evil? And Is Hyperliquid's ADL Flawed? - Ep. 976

    Unchained

    Play Episode Listen Later Dec 12, 2025 70:22


    Thank you to our sponsor, MultiChain Advisors!The beef between Solana dapps Jupiter and Kamino has taken a new dimension as Kamino has accused Jupiter of lying about contagion risks. In this episode of Uneasy Money, hosts Kain Warwick, Luca Netz and Taylor Monahan dive into whether Jupiter misled users and raise questions about Kamino's response. Plus, after Tarun Chitra's paper on Hyperliquid's ADL, they dig deep into the exchange's design: did they cause unnecessary liquidations on Oct. 10?  At the same time, they break down Lighter's 0% fees model. Does it resemble Robinhood? And how smart is it actually?  Plus, what Farcaster's big pivot means for the future of Web3 social, and what Taylor says it would take to crack it. Hosts: Luca Netz, CEO of Pudgy Penguins Kain Warwick, Founder of Infinex and Synthetix Taylor Monahan, Security at MetaMask Links: Unchained: Jupiter COO Says Vault's ‘Zero Contagion' Claim Was Not Fully Accurate Uneasy Money: Did Solana Dapp Kamino Break the Golden Rule of DeFi? Uneasy Money: Hyperliquid's Dilemma After 10/10: Protect Itself or Its Users? Linda Xie on How Mini-Apps Are Helping Farcaster Take on Web2 Social Media Timestamps:

    Empire
    Tempo Testnet Goes Live, Burnout In Crypto, and Farcaster's Pivot | Weekly Roundup

    Empire

    Play Episode Listen Later Dec 12, 2025 63:10


    This week, we discuss Polymarket data accuracy, VC involvement in portfolio companies, Paradigm's Tempo testnet launch, reflections on burnout in crypto, and Farcaster's pivot. Enjoy! – Follow Jason: https://x.com/JasonYanowitz Follow Rob: https://x.com/HadickM Follow Santi: https://x.com/santiagoroel Follow Empire: https://twitter.com/theempirepod —- Zcash is encrypted Bitcoin. Your digital bill of rights securing your freedom for the 21st century. Buy, store and spend ZEC privately using Zashi Wallet download today: https://electriccoin.co/zashi/ -- This Empire episode is brought to you by VanEck. Learn more about the VanEck Onchain Economy ETF (NODE): http://vaneck.com/EmpireNODE An investment in the Fund involves a substantial risk and is not suitable for all investors. It is possible to lose your entire principal investment. The Fund may invest nearly all of its net assets in either Digital Transformation Companies and/or Digital Asset Instruments. The Fund does not invest in digital assets or commodities directly. Digital asset instruments may be subject to risks associated with investing in digital asset exchange-traded products (“ETPs”), which include the historical extreme volatility of the digital asset and cryptocurrency market, as well as less regulation and thus fewer investor protections, as these ETPs are not investment companies registered under the Investment Company Act of 1940 (“1940 Act”) or commodity pools for the purposes of the Commodity Exchange Act (“CEA”). Investing involves substantial risk and high volatility, including possible loss of principal. Visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. © Van Eck Securities Corporation, Distributor, a wholly owned subsidiary of Van Eck Associates Corporation. -- Uniswap's Trading API offers plug-and-play access to deep onchain and off-chain liquidity, delivering enterprise-grade crypto trading without the complexity - from one of the most trusted teams in DeFi. Click to get started with seamless, scalable access to Uniswap's powerful onchain trading infrastructure. https://hub.uniswap.org/?utm_source=blockworks&utm_medium=podcast&utm_campaign=ww_web_bw_awa_trading-api_20251117_podcast_clicks – Timestamps: (00:00) intro (06:00) Polymarket Data (09:12)  How Involved Should VCs Be? (14:48) Ads (Zcash) (15:25)  Tempo Testnet Goes Live (28:48) Ads (Zcash) (29:25)  Burnout Across Crypto (49:05) Ads (VanEck, Uniswap) (50:47)  Farcaster Pivots (01:01:27) Content of the Week — Disclaimer: Nothing said on Empire is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

    This Week in Startups
    “The best founders find a way to make it happen”: VC Roundtable with Bryan Kim and David Clark | E2222

    This Week in Startups

    Play Episode Listen Later Dec 11, 2025 70:25


    This Week In Startups is made possible by:Uber -  http://uber.com/twistPilot - https://pilot.com/twistNorthwest Registered Agent - https://www.northwestregisteredagent.com/twistToday's show: Boom is still making supersonic jets but ALSO plans to start selling their turbines as power sources for AI data centers. It's a perfect example of problem-solving on the go and how “the best founders… MAKE IT HAPPEN.”Join us for another insightful VC roundtable episode, featuring special guests Bryan Kim (a16z) and David Clark (Ven Cap).They're discussing why Boom's turbine announcement is about necessity AND opportunity PLUS…- Why we might NOT be in an AI bubble after all- Promoting your startup without spending your entire runway on marketing- Why founders need to be RELENTLESS- Bill Gurley's classic response about Uber's Total Addressable Market- AND LOTS MOREBill Gurley's iconic “Miss By a Mile” post: https://abovethecrowd.com/2014/07/11/how-to-miss-by-a-mile-an-alternative-look-at-ubers-potential-market-size/Link to David's LinkedIn (including the AI Bubble chart): https://www.linkedin.com/feed/update/urn:li:activity:7404139606398443520/Timestamps:(02:11) It's a VC Roundtable with special guests Bryan Kim (a16z) and David Clark (Ven Cap)(03:07) Why Bryan is leading a Series A into learning app Oboe(06:20) Calculating a startup's value to make everyone “somewhat unhappy”(09:19) How Oboe hits a lot of the same metrics that LAUNCH looks for in startups(11:58) Uber AI Solutions - Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/ai-solutions(12:57) How funds decide when to cash out and lock in some DPI(18:12) When some LPs want to sell and others want to buy…(19:57) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year. (24:07) Is the threat of AI job displacement boosting self-improvement apps?(27:37) Why Jason says we're all standing on the shoulders of Bill Gurley(29:46) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(31:28) Boom's turbine pivot, and why it's about necessity AND opportunity (in that order)(34:14) THE BEST FOUNDERS find a way to make it happen!(39:10) So… are we in an AI bubble? David says NOT NECESSARILY! Checking out the actual metrics.(44:36) We're still SO EARLY in AI… We're still seeing mostly skeuomorphic uses! (It's a real word!)(48:06) William Gibson was right: “The Street finds its own uses for things”(51:11) How AI startups should think about margins(55:58) Why LAUNCH tells founders to “start at the high end”(57:33) Should founders spend a lot of $$$ on marketing in 2025? The panel disagrees!(1:00:05) Momentum vs. Product Release Velocity(1:03:26) It all comes back to the “relentlessness of the founder”(1:05:17) Our panel's hopes and dreams for the coming year*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(11:58) Uber AI Solutions - Your trusted partner to get AI to work in the real world. Book a demo with them TODAY at http://uber.com/ai-solutions(19:57) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year. (29:46) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!

    The Data Minute
    The Solo Founder Era | Julian Weisser, Co-founder, ODF & solofounders.com

    The Data Minute

    Play Episode Listen Later Dec 11, 2025 39:24


    Is the "co-founder mandate" dead? This week on The Data Minute, Peter sits down with Julian Weisser, co-founder of ODF and solofounders.com, to unpack the data behind a massive shift in the startup ecosystem: solo founders now make up over a third of all new companies.Julian breaks down the "Denominator Delusion"—the survivorship bias that tricks founders into forcing partnerships that often fail. They discuss why co-founder breakups are the silent killer of early-stage startups, the structural advantages of going it alone (including a 30-40% equity buffer), and why "authorship" matters just as much as ownership in the early days.Plus: Why founding a company has become too "high status," how AI is unlocking the solo path, and why the best investors are finally changing their tune on single-founder startups.Read the full "State of the Solo Founder" report: https://carta.com/data/solo-founders-report/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: The rise of the solo founder01:15 – Welcome Julian Weisser02:00 – Challenging the co-founder default04:31 – The "Denominator Delusion"06:20 – Why VCs talk themselves out of solo founders08:32 – Is AI the ultimate unlock for solo builders?10:30 – The hidden frequency of co-founder breakups13:15 – When interpersonal misalignment destroys a company15:04 – Can you add a co-founder two years in?17:52 – Is being a founder too "high status" now?21:28 – The difference between serious founders and "tourists"24:13 – Deep Dive: The State of the Solo Founder Report26:46 – Chart 1: Over 1/3 of startups are now solo28:30 – Changing investor minds: A story from the Midas List30:56 – How solo founders hire and build teams differently34:22 – The equity advantage: Why solos exit with more ownership36:33 – "Authorship" vs. Ownership 38:12 – 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.

    Fueling Deals
    Episode 381: The Psychology Behind Successful Exits with Dave Hersh

    Fueling Deals

    Play Episode Listen Later Dec 10, 2025 42:56


    What if losing your life savings on your first investment at age 27 became the catalyst for understanding why 90% of startups get stuck for the same psychological reasons? That's exactly what happened to Dave Hersh, founding CEO of Jive, board partner at Andreessen Horowitz, and author of Reignition. Dave grew Jive from an open-source project to a NASDAQ IPO, bootstrapping to $12 million over five years before raising venture capital. But when he watched Atlassian, a comparison company that started at the same time, stay on their original trajectory and become worth over $20 billion while Jive eventually died on the public markets, he realized fear and insecurity had driven his capital decision rather than genuine strategy. That painful lesson shaped everything Dave now teaches as an executive coach and General Partner at Metamorph Partners. After working with hundreds of stuck companies, he discovered that 90% of failures trace back to the same psychological patterns. Not cash. Not product market fit. Not competition. Subconscious patterns driving decisions without founders knowing. The statistics are sobering. Between 80 to 95% of founders suffer mental health issues while running their companies. Even successful founders have an 85% chance of experiencing depression or struggles for up to 10 years post-exit. Only 15% are truly thriving after they sell. Dave introduces his inner board meeting framework, which helps founders identify the internal parts driving major decisions. The child wanting safety. The hero wanting to save everyone. The warrior that cannot let go. When you understand these patterns, you can work toward compromises that break through stalemates. The conversation covers when and why to raise capital versus bootstrap, the transition process between identities that most founders skip, and the human-first competitive moats that will define success in the AI era. For founders navigating capital decisions, stuck companies, or the complex terrain after exit, this episode offers a different lens on what actually determines outcomes. FOR MORE ON THIS EPISODE: https://www.coreykupfer.com/blog/davehersh FOR MORE ON DAVE HERSH:https://www.linkedin.com/in/davehersh/https://one-in-ten-thousand.beehiiv.com/ FOR MORE ON COREY KUPFERhttps://www.linkedin.com/in/coreykupfer/https://www.coreykupfer.com/ Corey Kupfer is an expert strategist, negotiator, and dealmaker. He has more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker. He is deeply passionate about deal-driven growth. He is also the creator and host of the DealQuest Podcast. Get deal-ready with the DealQuest Podcast with Corey Kupfer, where like-minded entrepreneurs and business leaders converge, share insights and challenges, and success stories. Equip yourself with the tools, resources, and support necessary to navigate the complex yet rewarding world of dealmaking. Dive into the world of deal-driven growth today! Episode Highlights with Timestamps [00:00] - Introduction: Dave Hersh's journey from dot-com era to executive coaching [02:30] - Growing up in Newport, Rhode Island with no entrepreneurial modeling [05:15] - First entrepreneurial experience: selling ninja weapons to neighborhood kids [07:45] - Arriving in New York on September 10th, 2001 and founding Jive [12:00] - Bootstrapping to $12 million over five years without outside capital [16:30] - The Facebook moment and decision to raise venture capital in 2006 [21:00] - Why founders equate raising money with success and the 10% reality [25:45] - The Atlassian comparison and what could have been a $20 billion outcome [30:15] - Mental health statistics: 80-95% of founders suffer while running companies [34:00] - Post-exit malaise: 85% of successful founders struggle for up to 10 years [43:00] - Identifying internal parts: the child, hero, warrior, and insecure parts [51:30] - Human-first moats in the AI era Guest Bio Dave Hersh is an executive coach, speaker, and investor based in San Francisco with over 30 years of experience in strategy, startups, and conscious leadership. He was the founding CEO of Jive, which he grew from an open-source project to a NASDAQ IPO. He also spent two years as a Board Partner (investor) at the venture capital firm Andreessen Horowitz. He is the author of Reignition, a playbook for helping startups get unstuck and find their breakthrough, and is working on a new book about enlightened leadership in the era of AI. Dave currently serves as General Partner at Metamorph Partners. Host Bio Corey Kupfer is an expert strategist, negotiator, and dealmaker with more than 35 years of professional deal-making and negotiating experience. Corey is a successful entrepreneur, attorney, consultant, author, and professional speaker deeply passionate about deal-driven growth. He is the creator and host of the DealQuest Podcast. Show Description Do you want your business to grow faster? The DealQuest Podcast with Corey Kupfer reveals how successful entrepreneurs and business leaders use strategic deals to accelerate growth. From large mergers and acquisitions to capital raising, joint ventures, strategic alliances, real estate deals, and more, this show discusses the full spectrum of deal-driven growth strategies. Get the confidence to pursue deals that will help your company scale faster. Related Episodes Episode 366 - Jodi Hume: Founder Exits and the Emotional Journey Behind Major Business Decisions: Explore the psychological dimensions of exits and what founders need to prepare for beyond the transaction. Episode 350 - Tom Dillon: When NOT to Take Venture Capital Money: Discover alternative funding sources and how to evaluate whether VC is right for your business model. Episode 302 - Laurie Barkman: Preparing for a Successful Exit with Business Transition Insights: Learn the practical steps for getting your business exit-ready. Episode 328 - Richard Manders: Post-Exit Transitions and Finding Purpose After Selling Your Company: Understand how successful founders navigate identity after major exits. Social Media Follow DealQuest Podcast:LinkedIn: https://www.linkedin.com/in/coreykupfer/Website: https://www.coreykupfer.com/ Follow Dave HershLinkedIn: https://www.linkedin.com/in/davehersh/ Newsletter: https://one-in-ten-thousand.beehiiv.com/ Keywords/Tags founder mental health, post-exit depression, startup psychology, venture capital decision, inner work for CEOs, executive coaching entrepreneurs, identity after exit, bootstrap versus venture capital, founder burnout, stuck companies, inner board meeting, conscious leadership, Jive Software, Andreessen Horowitz, Reignition book, founder transitions, ego in business, capital raising psychology, entrepreneurial mental health, exit preparation, business identity, human-first leadership, AI era leadership

    What's Next|科技早知道
    未来二十年会更繁荣么?与拉斯·特维德聊经济周期、中国创新与中美 AI 新格局 | S9E40

    What's Next|科技早知道

    Play Episode Listen Later Dec 10, 2025 79:03


    本期节目, 我们采访了丹麦投资人、作家 Lars Tvede(拉斯·特维德)。他是《Business Cycles》(《逃不开的经济周期》)《Hyperintelligence》(《超智能与未来》)的作者,深耕宏观周期、科技创新与未来趋势研究数十年。在过去三十年中,他经历过六轮商业周期,在风暴来临前精准做空 2008 金融危机,在 AI 浪潮中重新定义了「通缩时代的超级创新周期」。他长期追踪中美创新,也将 25% 投资组合配置在中国。 这期节目中,拉斯与我们分享了他对经济周期的独特观察与判断,比如未来 10–20 年全球经济不但不会衰退,增速反而可能超出所有人预期;当今的 AI 热潮并不是泡沫;美国和中国的 AI 发展将不会脱钩。无论你关注投资、科技趋势还是全球格局,希望这一集能给大家带来新的理解方式。 本期人物 拉斯·特维德 Lars Tvede, 企业家、金融投资人和畅销书作家 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」 (https://www.xiaoyuzhoufm.com/podcast/65a625966d045a7f5e0b5640)主播 主要话题 [09:26] 为什么要研究商业周期并写书?经济学如何变成人人能读懂的故事? “我最好的学习方式,就是写一本书。” - 写《逃不开的经济周期》是为了把复杂理论转成自己能讲清楚的故事。 - 交易与阅读互相验证,让理解更扎实。 - 把人物、冲突、历史事件编织进理论,让逻辑更具象。 - 让经济学“像坐在篝火边听故事一样”易懂 [18:13] 经历六个经济周期,投资直觉是怎么形成的? “直觉,是长年数据沉淀的瞬间反应。” - 2008 年金融危机前,他登机前几分钟突然决定做空。 - 这种“直觉”来自长期观察情绪、图表与周期结构。 - 直觉不是玄学,而是潜意识对大量信息的快速整合。 [25:46] 低通胀、高创新时代:我们正走向怎样的未来? “通缩+创新,会产生一个又一个泡沫。” - 历史数据显示:低通胀时期泡沫数量最多。 - AI、自动化、机器人带来的强通缩,使货币流向金融资产而非消费品。 - 未来 10–20 年将出现“密集泡沫的超级周期”。 [33:18] AI 是泡沫吗?为什么反而是黄金更危险? “我更担心黄金,而不是 AI。” - AI 的价值创造速度可能还没被估值完全反映;黄金更多依赖情绪,没有生产力杠杆。 - 高创新时代,生产力资产比储值资产更值得持有。 - AI 的贵是“合理的贵”。 [37:03] 美国:AI 资本开支正启动新一轮上行周期? “美国增长的 40%,来自 AI 设备投资。” - 数据中心、能源、芯片构成新的“AI 基建周期”。设备投资只占 GDP 6–7%,却贡献近 40% 的增量。 - 降息将进一步带动房地产与投资回暖。 - 美国正处在周期上升的起点。 [40:03] 中国:房地产下行后,经济如何软着陆? “这是一个被精确管理的、有序衰退。” - 房地产占比从 28% → 12%,但缺口被基础设施与创新吸收。 - 亲眼看到中国电网、轨交、新能源等投资的高速推进。 - 62 项关键技术中,中国领先 57 项。 - 中国是“把资本从房地产迁移到创新”的成功范例。 [45:55] 中美 AI 会不会出现“两套体系”? “中美的 AI 不会走向两个互不兼容的世界。” - 美国公司正在大量使用中国的开源模型。 - 美国推动 Safe Compute Zones,但技术层面依然高度互通。 - 脱钩主要发生在战略与国安层,而不是工程与应用层,不认为 AI 会出现不可兼容的双体系。 [1:01:10]你的投资组合如何押注未来? “不必须买最贵的 AI 公司,整个供应链都有机会。” - 25% 投资配置在中国,因为盈利收益率远高于存款与国债。 - 重仓工业金属(铜、铀、稀土)——AI、电车、数据中心都依赖金属。 - 核心策略:押注能长期支撑 AI 的底层基础设施。 [1:16:54] 给全球创业者与投资人的一句话: “Be bullish.” - 未来 20 年将比大多数人想象得更好。 - AI 是本世纪最大的创业窗口,不拥抱相当于错过“蒸汽机时刻”。 - 全球经济的“速度上限”将因 AI 而被整体抬升。 Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/ObqX0dRd.png Untitled https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/GJaYsHPf.png 「Knock Knock世界」科学家专访 我们的另一档节目「Knock Knock世界」前一阵去到了「世界顶尖科学家论坛」现场,这是亚洲地区规格最高的国际科学大会。他们采访了来自世界各地、不同领域的科学家。其中一位是荷兰物理天文学家宁克,她在研究行星的形成。她博士期间就有重大发现,去年更是获得了突破物理奖当中的早期成就奖。物理天文学在研究什么、宁克又是怎么年纪轻轻就跻身顶尖科学家之列的?感兴趣的各位可以点开这里免费收听:https://sourl.co/yravSN 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 科技早知道 https://media24.fireside.fm/file/fireside-uploads-2024/images/4/4931937e-0184-4c61-a658-6b03c254754d/81NaqVaT.jpg 欢迎扫码添加声小音,在节目之外和我们保持联系。 Special Guests: 周玖洲 Aaron and 拉斯·特维德 Lars Tvede.

    How I Raised It - The podcast where we interview startup founders who raised capital.
    Ep. 315 How I Raised It with David Alvo of Impacta.vc

    How I Raised It - The podcast where we interview startup founders who raised capital.

    Play Episode Listen Later Dec 10, 2025 53:55


    Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for emerging manager VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with David Alvo of Impacta.vc, a seed fund investing in purpose-driven startups in LATAM. Learn more at https://www.impacta.vc/ In this episode we go deep into the LATAM startup and VC scene. David shares his thoughts on which country produces the best startups, and the differences between Mexican, Columbian, Argentinian and Chilean founders, why LATAM is a great place to invest in startups (hint: lower valuations), what it takes for LATAM startups to raise capital in the USA, his process for raising Fund I and II and how the LP composition has changed, and much more. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com

    The Future of Supply Chain: a Dynamo Ventures Podcast
    Re-Air: How AI and Telematics are Revolutionizing Fleet Safety with Adam Lang of Netradyne

    The Future of Supply Chain: a Dynamo Ventures Podcast

    Play Episode Listen Later Dec 10, 2025 31:11


    From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. In this episode, Santosh is joined by Adam Lang, Director of Customer Advisory Services at Netradyne, a company working to improve road and driver safety through the development of revolutionary technology. In this conversation, Santosh and Adam discuss fleet safety and how Netradyne is using AI-driven camera solutions, which enhances safety in the trucking industry. Adam shares his journey from human services to transportation, emphasizing the importance of ongoing driver training and the benefits of technology for coaching and exoneration. The episode also addresses challenges in unionized fleets, the need for transparency with drivers, best practices for implementing telematics solutions, improving safety culture and driver behavior, and more. Highlights from their conversation include:Adam's Background and Journey Into Fleet Safety (0:46)Netradyne's Camera-Based Solution (1:15)Understanding Fleet Safety (6:06)The Benefits of Netradyne's Solution (9:57)Driver Concerns About Monitoring (12:24)Unionized Fleets and Technology (18:26)Best Practices for Implementing Telematics (22:59)Recognition and Incentives for Drivers (26:33)Creative Engagement Strategies (27:42)Rapid Fire Segment to Wrap (28:40)Parting Thoughts and Takeaways (30:24)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.

    Sub Club
    Pivots, Funding, and Building Apps That Last – Greg Cohn, Burner

    Sub Club

    Play Episode Listen Later Dec 10, 2025 89:27


    On the podcast, I talk with Greg about knowing when to pivot, why most consumer apps shouldn't raise VC, and why making free trials optional outperformed making them the default.Top Takeaways:

    Second in Command: The Chief Behind the Chief
    Ep. 534 - FAN FAVORITE | Mindvalley Co-Founder Kshitij Minglan - Fail-Proof Strategies Gen Y Leaders Really Love

    Second in Command: The Chief Behind the Chief

    Play Episode Listen Later Dec 9, 2025 47:58


    Ever wonder why most companies struggle to scale real culture as fast as they grow? What if the right blend of purpose, freedom, and radical alignment could make your team unstoppable?In this Fan Favorite episode, Cameron Herold sits down with Kshitij Minglani, co-founder of Mindvalley Quests and serial entrepreneur, to unpack the proven playbook behind building a revolutionary “cult-like” workplace where high-performers thrive, politics die, and radical innovation flourishes. They explore OKRs that spark action, mantras that force clarity, remote team magic, and how Gen Y talent fuels explosive, sticky growth. You'll hear mind-blowing lessons on hiring, self-driven learning, and operational rhythm that you won't get in any MBA.Listen now, because the pain of missing these atomic insights is real: most companies will burn out, fragment, or plateau if they skip what you'll learn here. This is your exclusive shortcut to building a thriving team before you get left behind.Timestamped Highlights[00:00] – The real secret to “Second in Command” chemistry and why skillset complement matters more than ego[00:03:33] – How Mindvalley went from selling meditation courses to teaching 10 million people a year[00:07:00] – Proven tactics to attract Gen Y talent from 54 countries—bootstrapped, not VC-fueled[00:09:45] – Why career pages, values, and strategic interviews pull “cult-like” high performers (and kill politics)[00:12:16] – The radical power of OKRs, failing 50%, and how competition keeps teams sharp[00:16:14] – Outward thinking and self-driven learning: fueling growth with global hackathons and TED talks[00:18:05] – How “OODA Loops” from the military weaponize CEO-COO alignment[00:21:05] – The epic failures: when Mindvalley ignored customers and missed the subscription revolution[00:29:09] – Minimum Viable Product mentality—shipping fast, fighting perfection, and keeping teams hungry[00:35:08] – How Lifebook and conscious parenting keep remote teams human, connected, and loyalAbout the GuestKshitij Minglani is the Co-Founder of Mindvalley Quests, a global leader in education and personal growth, serving millions from 54 countries. Known for his mastery in scaling startups, building culture-first organizations, and strategic innovation, he's been behind some of Mindvalley's most explosive pivots. Kshitij specializes in operations, growth, and high-velocity hiring, giving him unique authority for COOs and aspiring leaders alike.

    Amazing Spider-Talk: A Spider-Man Podcast
    The Amazing Spider-Man (vol. 7) #16 / LGY #980 – REVIEW

    Amazing Spider-Talk: A Spider-Man Podcast

    Play Episode Listen Later Dec 9, 2025


    A character like Plague RX demands that his name be fully articulated as “Plague Prescription.” In this review episode, Mark and Dan discuss Amazing Spider-Man (vol. 7) #16, which is legacy issue #980. This issue was written by Joe Kelly. The cover and interiors feature pencils by John Romita Jr., inks by Scott Hanna, colors by Marcio Menyz, and, of course, letters by VC's Joe Caramagna. This issue was first released on November 19th, 2025. Rick Coste edited this episode. Alex Galucki edited the video version of this podcast. Our artwork is handcrafted by artists Ron Frenz, Sal Buscema, Chris Sutcliffe, and Nick Cagnetti. Our theme songs were produced by Ryland Bojack, Tony Thaxton, and Spider-Maj. Our animated introduction to the show is by Josh Sutton of Panels to Pixels. Watch the show on YouTube: https://www.youtube.com/channel/UCOPCnjzQZNViyEnoOuckaVQ We would also love to see you join our Amazing Spider-Slack community board. If you'd like to join in on our amazing conversations, click this link to get started: https://join.slack.com/t/amazingspider/shared_invite/zt-42tsfhs2-yBaH6KkRmOWiW_8gCf9SmQ This week's Patreon podcasts include a review of Amazing Spider-Man (vol. 7) #17  and two episodes of the Whatever a Spider Can Diaries, which documents Dan’s process of writing a book about Spider-Man. If you'd like to follow along with our reviews as they are released, please check out our Patreon page: https://www.patreon.com/superiorspidertalk Read our B-Title reviews, collecting memories, and more in the Amazing Spider-Talk Substack! http://www.amazingspider.substack.com You can email questions to our show at amazingspidertalk@gmail.com or by clicking here. You can also BUY MARK'S BOOK, 100 Things Spider-Man Fans Should Know & Do Before They Die. The post The Amazing Spider-Man (vol. 7) #16 / LGY #980 – REVIEW appeared first on Amazing Spider-Talk.

    Money Magnet Mama
    From Burnout to Breakthrough: How CEO of Shoppable Heather Udo Rebuilt Her Business with Alignment & Ease [Ep. 75]

    Money Magnet Mama

    Play Episode Listen Later Dec 9, 2025 37:42


    What does it really look like to build a tech company from scratch — as a woman, a founder, a mother, and a deeply intuitive leader? And what happens when you hit the wall of burnout… but choose to rebuild your business from a place of ease, alignment, and sovereignty instead of hustle? This week, I sit down with the extraordinary Heather Udo, Founder & CEO of Shoppable — a SaaS platform powering shoppable experiences for major retailers, global CPG brands, and creators. Heather shares the truth behind: ✨ Growing Shoppable into a profitable tech company over 14 years ✨ Navigating male-dominated startup culture ✨ Raising (or intentionally not raising) VC funding ✨ Coaching first-time tech founders ✨ Being a mother while running a company ✨ Using AI the right way for e-commerce ✨ Rebuilding after burnout ✨ Creating a life and business led by alignment, not adrenaline She also breaks down how Shoppable helps stylists, bloggers, designers & creators stop losing commission to coupon extensions (

    Conscious Millionaire  J V Crum III ~ Business Coaching Now 6 Days a Week

      Seth Levine, is co-founder of Foundry, a VC firm in Boulder, Co with several billion under management. He is the co-author of the book, Capital Evolution.      Welcome to the Conscious Millionaire Show. 3X each week - M / W / F   Become an Ultra-Performer - Entrepreneurs. Experts, Professionals - Committed to Becoming Top-1% of Performers. Rev $250K to $50M? Sign up for complimentary Breakout Session. Find out your #1 block keeping you from scaling faster and discuss if an Ultra-Performer Program working directly with JV is right for you.     Schedule Your Breakthough Session     Join Host JV Crum III, with 2 exits and over 75M revenues in his companies, he is the Ultra-Performer Coach for 6- to 8-figure owners ready to join the top 1% of Ultra-Performers.   Season 12 of the award-winning Conscious Millionaire Show. World's #1 conscious business and performance podcast for foundeers and entrepreneurs who want to become Ultra-Performers.    Access Conscious Millionaire Show     Millions of Listeners in 190 countries. Inc Magazine "Top 13 Business Podcasts" with over 3,000 episodes and 100 million listeners world-wde. Listen 3X a week.

    How I Raised It - The podcast where we interview startup founders who raised capital.
    Ep. 314 How I Raised It with Naveen Verma of EnCharge AI

    How I Raised It - The podcast where we interview startup founders who raised capital.

    Play Episode Listen Later Dec 8, 2025 44:40


    Produced by Foundersuite (for startups: www.foundersuite.com) and Fundingstack (for emerging manager VCs: www.fundingstack.com), "How I Raised It" goes behind the scenes with startup founders and investors who have raised capital. This episode is with with Naveen Verma of EnCharge AI, a startup developing energy efficient analog in-memory-computing AI chips. In addition to being CEO, Naveen is a Professor at Princeton and so we discuss his journey from academia and research to leading a startup to an over-subscribed $100 M Series B. Learn more about EnCharge at https://www.enchargeai.com/ EnCharge most recently raised over $100 million in Series B funding. The round was led by Tiger Global and included participation from Maverick Silicon, Capital TEN, SIP Global Partners, Zero Infinity Partners, CTBC VC, Vanderbilt University, Morgan Creek Digital, and others. Previous investors participating in the Series B round include RTX Ventures, Anzu Partners, Scout Ventures, AlleyCorp, ACVC, and S5V. The round also included strategic investors including Samsung Ventures, the corporate venture capital arm of Samsung, HH-CTBC, a partnership between Hon Hai Technology Group (Foxconn) and CTBC VC, In-Q-Tel (IQT), the not-for-profit strategic investor advancing technologies for the U.S. national security community and America's allies; RTX Ventures, the venture capital arm of RTX, a leading manufacturer of aerospace and defense systems and technology solutions; and Constellation Technology Ventures, the venture capital arm of Constellation, the nation's largest producer of clean, emissions-free, reliable energy. How I Raised It is produced by Foundersuite, makers of software to raise capital and manage investor relations. Foundersuite's customers have raised over $21 Billion since 2016. If you are a startup, create a free account at www.foundersuite.com. If you are a VC, venture studio or investment banker, check out our new platform, www.fundingstack.com a startup developing proprietary analog in-memory-computing AI chips

    REBEL Cast
    REBEL Core Cast 146.0–Ventilators Part 4: Setting up the Ventilator

    REBEL Cast

    Play Episode Listen Later Dec 8, 2025 19:06


    🧭 REBEL Rundown 🗝️ Key Points ❌ Don’t chase perfect numbers: Adequate and safe is often better than “perfect but harmful.”💨 Oxygenation levers: Start with FiO₂ and PEEP, but remember MAP is the true driver.🫁 Ventilation levers: Adjust RR and TV, tailored to underlying physiology.🚫 Watch your obstructive patients: Sometimes less RR is more. Click here for Direct Download of the Podcast. 📝 Introduction Ventilator management can feel overwhelming—there are so many knobs to turn, numbers to watch, and changes to make. But before adjusting any settings, it’s crucial to understand why the patient is in distress in the first place, because the right strategy depends on the underlying cause. In this episode, we’ll walk through three different cases to see how the approach changes depending on the problem at hand. ️ The 4 Main Ventilator Settings Tidal Volume (Vt) 🌬️ Amount of air delivered with each breath Typically set based on ideal body weight (6–8 mL/kg for lung protection) Respiratory Rate (RR) ⏱️ Number of breaths delivered per minute Adjusted to control minute ventilation and manage CO₂ FiO₂ (Fraction of Inspired Oxygen) ⛽ Percentage of oxygen delivered Adjusted to maintain adequate oxygenation (goal SpO₂ 92–96%, PaO₂ 55–80 mmHg). PEEP (Positive End-Expiratory Pressure) 🎈 Pressure maintained in the lungs at the end of exhalation to prevent alveolar collapse and improve oxygenation 🧮 Modes of Ventilation AC/VC (Assist Control – Volume Control)How it Works: Delivers a set tidal volume with each breath (whether patient- or machine-triggered).When It’s Used / Pros: Most common initial mode; guarantees minute ventilation; good for patients with variable effort.Limitations / Cons: May cause patient–ventilator dyssynchrony if set volumes don’t match patient’s demand.AC/PC (Assist Control – Pressure Control)How it Works: Delivers a set inspiratory pressure for each breath; tidal volume varies depending on lung compliance/resistance.When It’s Used / Pros: Useful in ARDS (lung-protective strategy), limits peak airway pressures.Limitations / Cons: Tidal volume not guaranteed; must closely monitor volumes and minute ventilation.PRVC (Pressure-Regulated Volume Control)How it Works: Hybrid: set target tidal volume, ventilator adjusts inspiratory pressure breath-to-breath to achieve it (within limits).When It’s Used / Pros: Common default mode on newer vents; combines benefits of VC (guaranteed volume) + PC (pressure limitation).Limitations / Cons: Can increase pressures if compliance worsens.SIMV (Synchronized Intermittent Mandatory Ventilation)How it Works: Delivers set breaths, but allows spontaneous patient breaths in between (without guaranteed volume).When It’s Used / Pros: Used for weaning; allows patient effort.Limitations / Cons: Risk of increased work of breathing if spontaneous breaths are inadequate.PSV (Pressure Support Ventilation)How it Works: Every breath is patient-initiated; ventilator provides preset pressure support to overcome airway resistance.When It’s Used / Pros: Weaning trials; patients with intact drive who just need assistance.Limitations / Cons: Not a full-support mode; not for unstable patients without spontaneous drive. ♟️ Ventilation Strategies Airway ProtectionLow GCS, seizure, strokeLoss of gag/cough reflexHigh aspiration risk (vomiting, GI bleed, poor mental status)Hypoxemic Respiratory FailureSevere pneumoniaARDSPulmonary edemaInhalation injuryVentilatory (Hypercapnic) Failure / Increased Ventilation DemandSevere metabolic acidosis (DKA, sepsis, renal failure) → need high minute ventilationCOPD, asthma (if decompensating)Neuromuscular weakness (myasthenia, Guillain–Barré, spinal cord injury)Airway Obstruction / Anticipated Loss of AirwayTumor, anaphylaxis, angioedemaFacial or airway traumaPre-op / anticipated deterioration Post Peer Reviewed By: Marco Propersi, DO (Twitter/X: @Marco_propersi), and Mark Ramzy, DO (X: @MRamzyDO) 👤 Show Notes Priyanka Ramesh, MD PGY 1 Internal Medicine Resident Cape Fear Valley Internal Medicine Residency Program Fayetteville NC Aspiring Pulmonary Critical Care Fellow 🔎 Your Deep-Dive Starts Here REBEL Core Cast – Pediatric Respiratory Emergencies: Beyond Viral Season Welcome to the Rebel Core Content Blog, where we delve ... Pediatrics Read More REBEL Core Cast 143.0–Ventilators Part 3: Oxygenation & Ventilation — Mastering the Balance on the Ventilator When you take the airway, you take the wheel and ... Thoracic and Respiratory Read More REBEL Core Cast 142.0–Ventilators Part 2: Simplifying Mechanical Ventilation – Most Common Ventilator Modes Mechanical ventilation can feel overwhelming, especially when faced with a ... Thoracic and Respiratory Read More REBEL Core Cast 141.0–Ventilators Part 1: Simplifying Mechanical Ventilation — Types of Breathes For many medical residents, the ICU can feel like stepping ... Thoracic and Respiratory Read More REBEL Core Cast 140.0: The Power and Limitations of Intraosseous Lines in Emergency Medicine The sicker the patient, the more likely an IO line ... Procedures and Skills Read More REBEL Core Cast 139.0: Pneumothorax Decompression On this episode of the Rebel Core Cast, Swami takes ... Procedures and Skills Read More The post REBEL Core Cast 146.0–Ventilators Part 4: Setting up the Ventilator appeared first on REBEL EM - Emergency Medicine Blog.

    EUVC
    This Week in European Tech with Dan, Mads & Lomax

    EUVC

    Play Episode Listen Later Dec 8, 2025 45:57


    Welcome back to another episode of Upside at the EUVC Podcast, where ⁠Dan Bowyer⁠,⁠ Mads Jensen⁠ of ⁠SuperSeed⁠, ⁠Lomax Ward⁠ of ⁠Outsized Ventures⁠⁠⁠, and Andrew Scott of 7percent Ventures to break down the real stories behind the headlines shaping European tech and venture.From Bending Spoons' audacious European rollup strategy, to Brexit's economic hangover, to the existential challenges facing Volkswagen, to Google vs. OpenAI's new “Code Red”, and finally whether Europe has had its long-overdue shock moment — this episode goes wide, fast, and deep.This is Upside, where the takes are sharp, the macro is messy, and the optimism is… conditional.What's covered:02:00 The valuation reset, debt-fuelled M&A, and the Italian PE–VC hybrid model04:00 Arbitrage: firing US teams, rehiring elite Italian engineers06:00 Do rollups really work? Tech debt, distribution, and execution risk07:00 Brexit revisited: GDP losses, trade collapse, and political reality08:00 The myth of “you can't know the counterfactual” — and why you actually can10:00 Will the UK rejoin the customs union? And would Europe even take us back?12:00 Europe's manufacturing crisis: Porsche, Volkswagen, BYD and the end of German exceptionalism15:00 China's shift: stop importing, start replicating17:00 Welfare-state complacency and the European stagnation problem20:00 The bitter truth about Europe's carbon “success story”22:00 How to actually fix European tech: R&D, immigration, procurement, capital markets24:00 Why 0.02% pension allocation to VC is Europe's biggest structural handicap26:00 Should we “Farage-pill” Europe into a tech-first agenda?33:00 Distribution vs. loyalty: why consumers don't care about brand36:00 Who wins the cost base war: Google, Amazon, Meta, or OpenAI?38:00 Anthropic's IPO plans and what they signal about the private capital cycle42:00 Deals of the Week: Black Forest Labs, ICEYE, Expedition Growth Capital44:00 Robotics is the next AI wave — and the picks-and-shovels startups emerging now

    The Product Market Fit Show
    Her VCs said she killed the company. 6 years later, it's worth $1.3B. | Jennifer Smith, Founder of Scribe

    The Product Market Fit Show

    Play Episode Listen Later Dec 8, 2025 65:09 Transcription Available


    Jennifer went from VC to founder and immediately broke every rule in the book. When she pivoted Scribe from an automation tool to a documentation platform, her investors told her she had just killed the company. She ignored them. Instead of polishing her product, she launched a "janky" offline MVP on Product Hunt to test for real market pull. Scribe is now used by 95% of the Fortune 500. In this episode, Jennifer reveals the brutal truth about ignoring "smart" money, why you should run PLG and Enterprise sales simultaneously from Day 1, and how to tell the difference between pushing a boulder up a hill and chasing one down it.Why You Should ListenWhy you sometimes need to ignore your investors to save your startup.The "Boulder Test": The definitive gut check for knowing if you have true Product-Market Fit.How to validate a massive opportunity with zero marketing budget.Why the conventional wisdom about choosing between PLG and Enterprise Sales is wrong.How to turn executive hiring interviews into free mentorship sessions.Keywordsstartup podcast, startup podcast for founders, product market fit, PLG strategies, MVP testing, enterprise sales, go to market strategy, early stage growth, finding pmf, founder stories00:00:00 Intro 00:02:21 1,200 Customer Interviews as a VC 00:22:07 How to Hire for Excellence 00:30:18 The Pivot from Automation to Documentation 00:39:17 Launching a "Janky" MVP on Product Hunt 00:49:09 The Boulder Test for Product-Market Fit 00:52:50 Doing PLG and Enterprise Sales Simultaneously 01:03:12 Ignoring Investors to Save the CompanySend me a message to let me know what you think!

    Build Your Network
    Make Money by Riding the Bitcoin Waves (Without Getting Wrecked) | Harvey Liu

    Build Your Network

    Play Episode Listen Later Dec 7, 2025 30:35


    Travis sits down with blockchain VC and founder Harvey Liu, a China-born computer science grad turned global investor who has backed and built in crypto since the early 2010s. Harvey shares how early bets on Apple, Google, Tesla, and Bitcoin shaped his philosophy, why he now builds long-term in his own exchange, and how everyday investors can navigate crypto volatility with less emotion and more strategy. On this episode we talk about: Harvey's journey from gaming-obsessed kid in China to computer scientist, MBA, and venture capitalist in Beijing's early crypto scene Early wins and regrets: buying Apple, Google, Tesla, and Bitcoin early—and selling far too soon Core lessons about long-term thinking, missing “basic financial knowledge,” and why he builds for durability instead of quick flips Why he's still bullish on Bitcoin as a hedge against inflation and government money-printing, despite current bearish price action Practical strategies like dollar-cost averaging, avoiding over-leverage, and how AI, CBDCs, and stablecoins may shape crypto's future Top 3 Takeaways Spotting disruptive tech early is powerful, but without deep understanding and a long-term framework, it's easy to sell too soon and miss the biggest upside. In a highly leveraged, volatile market like crypto, simple principles—no over-leverage, clear profit targets, and dollar-cost averaging—matter more than chasing the perfect entry. Bitcoin increasingly functions as “digital gold” and a hedge against inflation and fiat debasement, while stablecoins and CBDCs show how blockchain rails will power everyday money movement in the future. Notable Quotes "Taking profit at your set goals is never wrong—you don't go bankrupt by taking profit, you go bankrupt by over-leveraging." "Bitcoin started as a gamble when nobody understood it, but with institutions in the game it has become a long-term hedge against inflation and money printing." "In volatile markets, DCA and risk control beat trying to time the top or bottom—especially if you believe the asset will be here in 10 or 20 years." Connect with Harvey Liu: X: https://x.com/harveylevex levex.com ✖️✖️✖️✖️

    THE EXPLODING HUMAN with Bob Nickman
    MYLES KATZ: PSILOCYBIN RETREATS & THE PSYCHEDELIC EXPERIENCE: EP. 299

    THE EXPLODING HUMAN with Bob Nickman

    Play Episode Listen Later Dec 7, 2025 49:14


    MYLES KATZ is a pioneer in the field of legal psychedelics, blending personal experience with professional innovation to advance mental health and personal transformation. As the founder and executive director of Confluence Retreats, he leads immersive, multi-day psilocybin retreats in Oregon's Cascade-Siskiyou National Monument. These retreats offer a legal, structured, and profoundly transformative experience, tailored for individuals seeking personal growth, emotional breakthroughs, and spiritual development in a safe and nurturing environment.   Myles brings a wealth of experience to his work. He co-founded The Synthesis Institute, one of the world's first legal psilocybin service models, where he oversaw over 1,000 client experiences and trained more than 250 facilitators. This initiative cemented his reputation as a leading voice in the psychedelics space. Additionally, he has played a significant role in shaping Oregon's psilocybin legalization, serving on advisory committees and partnering with local indigenous communities to integrate ancestral practices into modern frameworks.   With a background that spans three continents, Myles has successfully led five VC/impact-funded startups, raising over $15 million for innovative ventures focused on social impact, environmental sustainability, and personal transformation. His journey from a high-functioning entrepreneur struggling with unaddressed trauma to a purpose-driven advocate for psychedelics gives him unique insights into the transformative power of these tools.   You can find more info about Myles here: https://podfol.io/profile/myles-katz. =  

    The Payal Nanjiani Leadership Podcast
    THE LONG GAME OF SUCCESS EP 385

    The Payal Nanjiani Leadership Podcast

    Play Episode Listen Later Dec 6, 2025 32:58


    Jayesh Parekh | Co-Founder,Sony Entertainment Television & Managing Partner,Good Protein FundJayesh was a Co-Founder of Sony Entertainment Television, a major multibillion-dollar television network of Sony Pictures Entertainment.He was a Managing Partner for Jungle Ventures Fund, a pan-Asian venture capital technology fund in Singapore.Jayesh is a Managing Partner of Good Protein Fund, a VC fund in Singapore that invests worldwide in Alternative Protein deep-technology startups.He is on the Advisory Board of a nonprofit Akhand Jyoti Eye Hospital in India which performs over 140,000 cataract eye surgeries every year, 80% of whichare free of charge to the patients. Jayesh spent over 12 years in IBM and was part of the team in Singapore thatbrought IBM back to India.He holds a Bachelor's in Electrical Engineering from MS University of Baroda and a Master's in Electrical Engineering from The University of Texas at Austin. He completed The University of Texas at Austin's Tower Fellows program.Jayesh is a published author of a book: ‘What Shall We Do With All This Money? Inspiring Perspectives on Wealth'.

    Wall Street Oasis
    From Business Data Science to Banking: My Journey & Lessons for Students

    Wall Street Oasis

    Play Episode Listen Later Dec 5, 2025 38:43


    From studying Business Data Science to landing a role in investment banking at Centerview Partners, this is my honest story of how I discovered my path, the mistakes I made, and what I wish every student knew before starting their career. In this video, I share how I transitioned from college to corporate life — the lessons I learned outside the classroom, why real-world experience matters, and how small opportunities can lead to big growth. Whether you're a university student, career changer, or just curious about finance and personal growth, this episode will give you insight, motivation, and practical steps to help you find your direction.

    Wall Street Oasis
    From Brazil to Wall Street: Arthur's Journey Through Wharton, Banking, and Finding Purpose

    Wall Street Oasis

    Play Episode Listen Later Dec 5, 2025 55:03


    In this inspiring episode of the Featured Mentor Podcast, we sit down with Arthur, a 28-year-old professional whose path from Brazil to the U.S. and Europe reveals what it really takes to build an international career in finance. From early days at a prep school to studying at Wharton and landing roles at Bank of America and Goldman Sachs, Arthur opens up about the challenges of ambition, adapting across cultures, and learning to define success on his own terms. Listeners will gain insight into: How early mentorship and family values shaped Arthur's global outlook The realities of navigating investment banking and private equity interviews Lessons in resilience, personality, and authenticity in high-pressure careers Perfect for students, young professionals, and anyone redefining what success looks like in global finance and leadership.

    Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)
    Jamie Montgomery on Why AI Applications Will Power the Next Wave of Venture Returns

    Technovation with Peter High (CIO, CTO, CDO, CXO Interviews)

    Play Episode Listen Later Dec 5, 2025 58:53


    What if the most defensible companies of the AI era aren't the ones building the infrastructure—but the ones using it to rethink workflows? In this Technoventure episode, Peter High speaks with Jamie Montgomery, Founder and Managing Partner of March Capital, about why the firm is investing heavily in the AI application layer—not chips, not clouds, but the companies delivering real task-based outcomes. Key topics explored: Why workflow-based moats beat data moats in the new venture cycle How application-layer companies are scaling faster with leaner GTM The ripple effects of AI CapEx on the U.S. economy and tax base March Capital's bets on open-source LLMs and scientific discovery Why Montgomery believes AI “bailed out” the U.S. and VC industry alike

    More or Less with the Morins and the Lessins
    Code Red, Bitcoin Costs, AWS Resurgence, and Waymo Safety (Not About AI... ish)

    More or Less with the Morins and the Lessins

    Play Episode Listen Later Dec 5, 2025 60:08


    Bitcoin's down, so the Lessins turned down the heat and pulled out their winter gear. The More or Less squad jumps from SF's drone-powered crime-fighting memes (Daniel Lurie's “no drugs” moment) to how creator-content strategy now drives real deal flow. Jess says 2026 will split the AI tide (we unfortunately did have to touch on AI), with Meta's missing enterprise story dragging its CapEx dreams, while AWS is suddenly courting founders again. From Apple's design chief Alan Dye jumping to Meta to questioning whether OpenAI's “code red” was a decoy, the squad never misses when it comes to the latest thinking in Silicon Valley.Buy Slow's Modern Etiquette book: https://www.amazon.com/dp/B0G4HSKSY5Chapters:Chapters:01:10 Kudos to SF Mayor, Daniel Lurie!07:14 Doom scrolling on a Garmin watch12:34 Holiday gift guides: AI robots, Duolingo piano, Matic vac mop, etc14:30 The creator-VC playbook 21:27 Instagram RTO 5 days per week leadership reality check22:08 Alan Dye leaves Apple for Meta 26:09 Jess' 2026 prediction: The Big Tech divergence is coming27:46 Meta's enterprise gap28:46 AWS outreach to Sam: Bedrock Nova and startup credits31:45 Sam Altman's code red memo -- is it a decoy?33:51 Gemini latency vs GPT why speed matters for Brit (Ad opp?)44:39 Is Aaron Levie for or against AI?46:40 Waymo's safety report and Dave's FSD usage51:21 Recapping the Slow holiday party + Offline's next58:28 Slow's Modern Etiquette Book plug (Link to purchase: https://www.amazon.com/dp/B0G4HSKSY5)We're also on ↓X: https://twitter.com/moreorlesspodInstagram: https://instagram.com/moreorlessYouTubeConnect with us here:1) Sam Lessin: https://x.com/lessin2) Dave Morin: https://x.com/davemorin3) Jessica Lessin: https://x.com/Jessicalessin4) Brit Morin: https://x.com/brit

    Digital Currents
    The Stable Unstable: Crypto's Price Swings Continue

    Digital Currents

    Play Episode Listen Later Dec 5, 2025 56:46


    In this ABCD roundup, we break down why bitcoin may have settled back into the low-90s range despite volatile macro signals, whether Ethereum's upcoming Fusaka upgrade could catalyze a price rebound, and how BlackRock's Bitcoin ETF has quietly become the firm's most profitable product. We also hit the broader market tape, including Netflix's Warner Bros. acquisition news and the resurgence of VC "kingmaking," where oversized early-stage checks are anointing AI companies long before meaningful revenue. We close with our Chart of the Week, examining today's K-shaped economy and what it may mean for digital assets heading into 2025.  Remember to Stay Current!  To learn more, visit us on the web at https://www.morgancreekcap.com/morgan-creek-digital/. To speak to a team member or sign up for additional content, please email mcdigital@morgancreekcap.com  Legal Disclaimer  This podcast is for informational purposes only and should not be construed as investment advice or a solicitation for the sale of any security, advisory, or other service. Investments related to the themes and ideas discussed may be owned by funds managed by the host and podcast guests. Any conflicts mentioned by the host are subject to change. Listeners should consult their personal financial advisors before making any investment decisions. 

    Practical Founders Podcast
    #173: From COVID Boom to Bootstrap Mode: Hubilo's Refounder Story - Shailesh Hegde

    Practical Founders Podcast

    Play Episode Listen Later Dec 5, 2025 68:37


    Shailesh Hegde is the CEO of Hubilo, a Bangalore-based webinar software company that initially started during COVID as virtual events tech and raised $150M in VC funding before the market shifted. Originally joining as head of product, he stepped into the CEO role during a chaotic downturn and led the company through a full strategic reset after returning all the remaining capital to investors.  When the virtual events boom collapsed, Shailesh and the team rebuilt Hubilo into a mid-market webinar platform serving B2B marketing teams. They shifted from large in-person event organizers to marketers running frequent webinars, emphasizing differentiated AI-driven content repurposing. Hubilo stabilized revenue, rebuilt its GTM motion, and reached a 50/50 split between new webinar revenue and legacy customers.  Earlier this year, Hubilo was acquired by BrandLive, a U.S. enterprise video platform seeking a complementary webinar product. About 80% of Hubilo's team moved over, and Shailesh now leads product integration and customer continuity during the transition. He shares hard lessons on pivots, returning capital, leading through uncertainty, and executing a practical exit when the original VC-scale vision is no longer realistic.  Key Takeaways Refounder Mindset – Shailesh stepped into the CEO role and reframed the mission from hypergrowth to survival, focus, and a practical exit. New ICP Reality – Moving from event organizers to B2B marketers required a complete repositioning and GTM rebuild that took longer than expected. AI as Differentiator – Hubilo used AI-generated content and repurposing tools to stand out in a crowded webinar category with entrenched incumbents. Practical GTM – LinkedIn thought leadership, SEO content, and product-led demos outperformed outbound or expensive Google ads in this competitive space. Strategic Fit Wins – BrandLive acquired Hubilo for complementary capabilities, product acceleration, and access to a strong India-based engineering team. Quote from Shailesh Hegde, CEO of Hubilo "Now that I just sold our company, I'm thinking about what's next for me. It comes down to, Will I be able to find a viable problem that people are willing to pay for and will I be able to use sort of all of this experience that I have in order to solve it really well and kick off a company off the ground?  "Now is probably the best time to start a company where there's so much action, there's so much happening in AI, and it's super exciting to be in this space. It's also a great time to not have like revenue pressure on your shoulders and just think out loud, have open conversations and just be free, before you really dive in and choose a focus. "The same types of business pressures will come back as you start a company. But now is a great time to just help with transition, make sure the team is good, but at the same time, start thinking about the types of problems I want to solve in the future with a new startup." Links Shailesh Hegde on LinkedIn Hubilo on LinkedIn Hubilo website Brandlive website 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.

    My Good Woman
    AI Series Day 5 | 12 Days of AI. The 5-Minute Meeting Prep AI Hack That Makes You Look Totally Prepared

    My Good Woman

    Play Episode Listen Later Dec 5, 2025 5:07 Transcription Available


    Send us a textYou've got 10 minutes until your next meeting.What if you could show up sounding sharp, strategic, and like you actually had time to prepare?Most founders wing meetings and hope for the best. Here's how to walk in sounding like a pro—even if you didn't do your homework—thanks to one quick AI prompt.Day 5 of 12 Days of AI Quick Wins is a must-listen for founders juggling packed calendars. Dawn reveals the 5-bullet Meeting Prep Brief you can generate with AI in minutes. No more rambling intros, missed opportunities, or forgetting to ask the key question. With this workflow, you'll ask smarter questions, build stronger rapport, and walk out with real momentum.Your Day 5 Action: - Look at your calendar. Pick the next meeting that matters. - Ten minutes before it starts, run the Meeting Prep Brief prompt. Walk in sharper, calmer, and ready to lead.Key Takeaways:Preparation > Performance. Even 5 minutes of strategy beats 50 minutes of winging it.Use the exact prompt: AI will deliver 3 must-knows, 3 questions to ask, and 1 landmine to avoid.You don't need to sound perfect—you need to sound present. This makes that easy.Real-world example: Learn how one founder used this to impress a VC with 10 minutes' notice.Why this matters: The better your meetings, the faster your business moves.Resources & Links:Get the full 12 Days of AI Quick Wins Toolkit – just $7Register FREE for the Day 13 Live AI Implementation Party – win a 90-minute Strategy IntensiveRelated Episodes:Day 1: Stop Overthinking ChatGPT: Free vs. $20—Which One Actually Matters for FoundersDay 2: The 3 AI Prompts Every Female Founder Needs in Her PhoneDay 3: Why ChatGPT Sounds Like a Corporate Robot (And the One Sentence That Fixes It)Day 4: Your Inbox is Overwhelming You: AI Email Triage for Female Founders (5 Minutes)Want to increase revenue and impact? Listen to “She's That Founder” for insights on business strategy and female leadership to scale your business. Each episode offers advice on effective communication, team building, and management. Learn to master routines and systems to boost productivity and prevent burnout. Our delegation tips and business consulting will advance your executive leadership skills and presence.

    Global Macro Update
    The New VC Playbook

    Global Macro Update

    Play Episode Listen Later Dec 5, 2025 38:42


    Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facing AI, what went wrong with crypto's original promise, and Lord's advice for founders trying to raise capital in today's market.

    Superwomen with Rebecca Minkoff
    Healing the Parts You Tried to Hide

    Superwomen with Rebecca Minkoff

    Play Episode Listen Later Dec 4, 2025 33:00


    Women are constantly told to look a certain way. And if you don't fit the mold, you're made to feel like something's wrong with you. That's how Jaclyn Fu felt growing up. Being small-chested wasn't just a sizing issue; it became a source of deep insecurity. But after years of feeling overlooked, she'd had enough and decided to change the industry instead. This week on SUPERWOMEN, I sit down with Jaclyn, the Co-CEO of Pepper. Along with her co-founder, she built a bra brand specifically for women with smaller busts. What started as a scrappy prototype on Kickstarter turned into a body-positive movement—selling over a million bras without a single VC check. Jaclyn opens up about the insecurity that started it all, and how she's now relearning confidence and gratitude in the middle of growth. Episode Guide: (00:00) Meet Jaclyn Fu, co-founder and CEO at Pepper (04:37) The entrepreneurial itch and launching a Kickstarter (08:34) Bra fittings with total strangers(12:29) When Pepper became an eight-figure brand (13:39) How to raise capital without VC funding (18:04) Healing from insecurity and finding confidence (21:21) Growing with intention (22:42) Feeling “perfectly enough” (28:23) Why done is better than perfect Learn more about your ad choices. Visit megaphone.fm/adchoices

    Outrage and Optimism
    Jacinda Ardern and… Is It Time to Talk About Geoengineering?

    Outrage and Optimism

    Play Episode Listen Later Dec 4, 2025 47:59


    This week, hosts Tom Rivett Carnac and Paul Dickenson delve into the rapidly emerging - and faintly surreal - world of solar geoengineering. Politico journalist Karl Mathiesen joins us to unpack his investigation into Stardust, a VC-backed startup claiming it's ready to spray particles into the stratosphere. Karl explains why this technology is suddenly attracting serious money, why scientists still have major questions about safety and side effects, and how in some places, the global regulatory landscape is almost nonexistent.And from technological disruption to political stability, former New Zealand Prime Minister Jacinda Ardern, reflects on the leadership we need. She's unflinchingly honest about why so many politicians still choose “fear and blame” over long-term action, and why climate remains New Zealand's “nuclear-free moment.” A test of political character as much as policy. Her argument is hopeful: people, she insists, are ahead of their politics.As we march towards the end of 2025, these conversations map the terrain of 2026: technologies racing ahead, governance lagging behind, and a public increasingly hungry for leaders willing to act with integrity. If you want to understand where the climate fight is really heading this episode is essential.Learn more:

    声东击西
    #371 与一位美国商科教授,关于 AI 时代商学院、通识教育和未来工作的讨论

    声东击西

    Play Episode Listen Later Dec 4, 2025 66:10


    当麦肯锡、德勤等全球大公司都在削减入门岗位,因为那些工作 AI 已比新人做得更快更好时,直接给这些公司输送人才的商学院还能教什么,怎么教? 过去十几年里,商学院的改革基本围绕着给自己的各种课程贴上「数据分析」的标签。但当 AI 性能一日千里,原本构成商业世界入口的那套技能体系正在松动:入门岗位减少、训练路径被压缩,商学院的处境也变得尴尬。 这期节目,我们和在美国一所文理学院任教的陈燚老师一起,聊了聊:在 AI 时代,为什么最为实用主义的商科中,「无用之学」也会变得重要?人在商业世界里依然不可替代的那块区域在哪里?以及当专业边界开始松动,文理教育、实践经验和商业训练要如何重新组合? 这是商学院的问题,也是我们每个人的问题。 本期人物 陈燚,美国纽约州罗伯茨卫斯理大学商学院终身教授,「四大」老兵,德鲁克「商业/管理是一种通识」追随者,播客制作人 徐涛,声动活泼联合创始人 主要话题 [09:49] AI 在今年吃掉的那些工作 [14:53] 近些年商学院在改革,但这种改革迅速被 AI 打败 [17:22] AI 挤压掉庞大商科背景中产阶级的工作,只有少数人才能成为商业领袖,那还要读昂贵的商学院吗 [25:45] 未来新商业形态和新工作的可能性 [29:00] AI 时代依然值得去研究学习的三个人:彼得·德鲁克、查理·芒格、赫伯特·西蒙 [35:17] 商学院还能教什么,怎么教 [44:21] 当最重要的能力不可量化,如何去考核学生的成长和能力 [51:13] 从学校的知识传授,到在实践中学习,以及职业多次重启的可能性 延伸阅读 《穷查理宝典》 (https://book.douban.com/subject/35557542/) 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

    HyperChange
    My Favorite VC You've Never Heard Of

    HyperChange

    Play Episode Listen Later Dec 4, 2025 57:34


    My interview with Blake Lieberman, the Founder of 021 Capital. Blake's an up and coming VC who has quickly been making a name for himself. He's one of my favorite thinkers in the tech/startup/investing community. We cover all sorts of topics from Elon Musk at Tesla, the future of AI, Sam Altman and OpenAI, The Friend pendant and so much more! This interview was filmed 11/7/25 in Austin, Texas.Blake Lieberman on X: https://x.com/lieberman_blake0:00 Cybertruck Swoop4:08 Elon's Tesla Compensation Package7:07 Glazing Elon9:35 Invest In The Future You Believe In10:10 Mamdami, Trump, Elon, UBI12:32 Sam Altman's Reputation at Y Combinator 15:52 Blake's Call With Sam Altman16:37 Sam Altman's PR Problem17:09 Worldcoin18:42 Sam & Elon OpenAI Beef31:11 Open AI IPO Talk33:41 Avi Schiffman the Friend AI pendant / Open AI Hardware Product42:38 FOMO As An Investing PhilosophyBlakes Advice & VC Career44:50 Blakes Advice & VC Career

    Deconstructor of Fun
    TWIG #360 The Story of Two Steam Games, Where Winds Meet & The 4X Shake-Up

    Deconstructor of Fun

    Play Episode Listen Later Dec 4, 2025 61:04


    This week in games, the money moves got messy: Dream Games recalibrates its ambitions, ByteDance keeps loading the mobile war chest, and Arc Games chooses freedom (and spreadsheets) by going independent. We take a look at Where Winds Meet and what it really says about China's next wave of global ambitions, unpack South Korea's newest Blizzard play, and ask the uncomfortable question: how are indie studios actually surviving right now? Spoiler: it's not pretty. On the investor side, VC interest in games keeps cooling, but PlayerUnknown Productions thinks lightning can strike twice. Finally, we zoom out to the battlefield of 4X strategy — the genre's current health, the growing wave of female players, and whether a fresh face like Tile Survive can rewrite the rules. 00:00 Welcome00:22 Introduction and Shills04:26 Dream Games Budget Correction14:06 Bite Dance's Mobile Investments19:22 Arc Games Independence20:52 Where Winds Meet: A New Chinese Game29:17 The South Korea Deal and Blizzard's Business Model31:21 Success and Challenges of Indie Game Studios33:38 VC Investments in Gaming: A Tough Landscape36:12 PlayerUnknown Productions and Their New Game47:37 The State of 4X Strategy Games51:24 The Rise of Female Gamers in 4X Strategy55:48 Tile Survive: A New Contender in 4X Strategy59:56 Conclusion and Future Topics

    Grow Your B2B SaaS
    S7E18 - Preparing Your SaaS for an Exit: Valuation Drivers, Buyers & Metrics That Matter with René de Jong

    Grow Your B2B SaaS

    Play Episode Listen Later Dec 4, 2025 18:37


    How can you effectively prepare your SaaS for an exit? And what should you know about the valuation drivers, buyer types, and metrics that matter most? In a live episode of the Grow Your B2B SaaS podcast recorded at SaaS Summit Benelux, host Joran sat down with René de Jong to unpack what it takes for SaaS companies to scale and prepare for a successful exit in 2026. René helps entrepreneurs—specifically SaaS founders—design effective exit strategies and navigate the full process of selling their businesses to third parties. Across the conversation, he offered clear and pragmatic insights on what separates the SaaS businesses that grow and sell well from those that struggle, how buyers evaluate companies in the current market, and why topics like the rule of 40, net revenue retention, AI-driven scalability, and deal structure matter now more than ever. From early-stage focus at 0 to 10K MRR to strategies for moving toward 10 million ARR, René shared guidance grounded in what he sees every day in the market.This episode turns the full discussion into a clear, actionable narrative that stays true to the original conversation and is easier to follow and revisit.Key Timestamps(0:00) - SaaS Summit Benelux intro, B2B SaaS scaling 2026, Rule of 40, NRR, ARR multiples, Earnouts, Strategic buyers, 0-10K MRR, 10M ARR(0:50) - Guest intro, SaaS M&A advisor, SaaS exit strategy, SaaS acquisition process(1:14) - Scaling your SaaS for 2026(1:20) - What separates SaaS winners in 2026(1:26) - Rule of 40, Efficient growth, ARR multiple valuation(2:18) - Go-to-market strategy, New business team, Net Revenue Retention (NRR), Expense efficiency(3:05) - NRR benchmarks, Churn, Customer concentration, Market standards(4:01) - Efficient growth vs spend, AI scalability, Revenue per employee(5:06) - AI native SaaS costs, VC vs mature SaaS valuation, EBITDA vs ARR(6:38) - VC backing for AI native startups(6:48) - Freemium model 2026, Valuation cycles, EBITDA focus, AI hype, ARR multiples(8:05) - Sponsor: B2B SaaS affiliate marketing, Reditus(8:49) - SaaS valuation benchmarks, ARR multiples range(9:01) - 3.5x ARR cash at close, Earnout, Reinvest, Deal structure(10:34) - Venture capital vs Private equity(10:43) - Strategic buyers, One plus one equals three, Synergy valuation(11:22) - Build list of strategic acquirers, Exit planning(11:29) - Headline valuations vs reality, Purchase price, Earnouts, Deal terms(11:51) - Earnout as bonus, Cash at closing, Burnout risk(13:05) - 2026 growth loop, AI in land and expand, Product-led growth, AI agents(14:10) - 0–10K MRR advice, Founder mindset, Learn fast, Mentors, SaaS community(15:35) - Smart capital, Operator investors, Non-dilutive help(16:06) - 10K MRR to 10M ARR, Focus, Buy-and-build strategy, Autonomous growth, 3–5 year plan(17:43) - Contact info, LinkedIn, anno9082.nl(18:03) - Outro, Subscribe, Sponsor the show, Reditus call-to-action

    10X Growth Strategies

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

    100x Entrepreneur
    Where Founders Take “Figuring Out” as Seriously as Building ft. South Park Commons |Aditya & Prateek

    100x Entrepreneur

    Play Episode Listen Later Dec 4, 2025 53:51


    Most conversations in startups begin at zero: what's the idea, who's the customer, how big is the market. But the stage before that, when you know you're ready to be a founder yet the direction is still completely undefined. That strange, uncomfortable, high-potential zone Aditya Agarwal calls “minus one.”In this episode, Aditya and Prateek Mehta breaks down what happens in this “figuring out” stage. The questions people avoid, the habits that matter, and why some of the best companies begin long before their founders have any conviction.We get into how this stage is evolving in the AI era. Exploration cycles are faster, technical founders can test more directions than ever, and the gap between “I'm experimenting” and “I'm running a real company” has narrowed. India's builder ecosystem is shifting too: more second-time founders, more people with real outcomes behind them, and far more comfort sitting with ambiguity.Aditya shares his own minus-one moment after Facebook, his startup acquisition, Dropbox's IPO, and Flipkart, and why that transitional period changed the way he thinks about early-stage startups. Prateek brings on-the-ground view from Bangalore, where ambition, technical depth, and the appetite to explore hard problems from robotics to voice models to AI infra are rising.This episode is for anyone who feels they're between missions. Anyone who wants to understand why the most important part of building a company might actually be the time you spend before you even know what you're building.00:00- Trailer01:06- Aditya's journey to starting SPC after Facebook & Dropbox 03:48- A “learning club” for people in figuring-out stage06:23- 3 Northstars of the SPC community07:02- How SPC evolved from a community to a fund10:32- Not everyone should be a founder11:51- 1% selection rate13:53- Building conviction in 1 of 3 outcomes16:36- SPC is at PMF stage18:38- Mismatch of traditional VC's v/s rapid pace startups19:04- How AI has impacted investing at SPC26:32- How AI has changed VC firms29:02- Axis of curiosity replacing thesis30:17- Star Companies of SPC US33:34- Binny Bansal's role in starting SPC India37:16- Questions & confusions as founders in early stage39:50- Number of great entrepreneurs is NOT small41:49- Talent density in India vs Bay Area44:04- Founders don't need a culture of permission45:08- India tier 2 and 3 does invest heavily in AI46:11- AI is truly democratizing tech49:09- Math gives India advantage in AI51:48- A lot of science fiction is coming true-------------India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

    Limitless Africa
    "The VC model is just fundamentally the wrong fit for Africa. You have to do something different."

    Limitless Africa

    Play Episode Listen Later Dec 4, 2025 34:23


    "There's more change that can be made, more impact, more positive impact in people's lives through this kind of work, and plenty of money to be made."On this episode of Limitless Africa, we speak to Luni Libes, CEO and founder of agriculture investment company Africa Eats. As of December 2024, Africa Eats was listed on the Mauritius Stock exchange. Luni Libes is an intrepid investor and the real deal: the 23 active companies in the Africa Eats portfolio had a combined revenue of $44 million dollars last year - up from only one million when he started investing. Luni has surprising thoughts on what investment model works best for Africa - no VC funds for him.Plus: Why trade barriers on the continent could offer opportunity for growth.

    This Week in Startups
    Monumental Makes Construction Bots Play Nice Together | E2217

    This Week in Startups

    Play Episode Listen Later Dec 3, 2025 85:54


    This Week In Startups is made possible by:LinkedIn Ads - http://linkedin.com/thisweekinstartupsVanta - https://www.vanta.com/twistPilot - https://pilot.com/twistToday's show: Did you know there's actually a shortage of US bricklayers? It's TRUE! So feel free to marvel at Monumental's brick-laying robots. They're not putting anyone out of work, but filling a much-needed gap.Join Alex and Monumental founder/CEO Salar al Khafaji for a deep-dive on how the startup is making construction robots play nice together by maintaining separate “zones” of operation, why Salar thinks startups need to focus on truly complex, real-world problems to truly blossom, and the secrets of fundraising in Europe.PLUS Alex chats with Seasats CEO Mike Flanigan about designing the next generation of autonomous marine crafts. (That is to say, ocean drones.) From their home base in San Diego, the company is trying to get completely independent of all Chinese parts. Find out how it's going, how they're overcoming the “wildly negative” ROI on maritime tech, and why we have so few defenses against tiny, agile drones.All that AND Jason takes some of YOUR Founder Questions.Timestamps:(03:23) How Monumental determined what kinds of robots construction sites need the most(06:49) How maintaining “zones” ensure that the robots all play nice with one another(07:52) There's a shortage of bricklayers, so Monumental's NOT taking anyone's job(9:16) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://linkedin.com/thisweekinstartups to claim your credit.(13:21) Why startups need to tackle large-scale, complex, real-world problems to really grow(15:44) Why Monumental is building in The Netherlands, and running pilots in the UK(19:07) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(20:44) Why construction is unique among applications for automation and robots(26:01) Salar argues that fundraising in Europe is not as hard as you may have heard(27:55) We don't just need housing, we need BEAUTIFUL housing(31:11) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year. (33:25) How the Scout autonomous boat challenge inspired Seasats(35:28) Trying to make drones into an “iPhone Style” project(37:39) Why Seasats is focused on endurance and staying power more than launches(39:15) The complexities of working with fuel cells(42:27) The importance of beautiful design even when working on government technology(45:51) Why they're building Seasats in beautiful San Diego, CA(47:29) The challenge of getting entirely free from Chinese components(53:52) “The Power of Small Things Has Changed”(55:18) The “wildly negative” ROI on most humanoid robotics companies also applies to maritime tech(59:09) Why there are so few defense nets against people with tiny but agile drones(01:02:32) FOUNDER Q's: Is a founder working 24/7 a red flag?(01:10:11) How bad is it to use VC money to pay off credit cards?(01:12:49) A look at Cursor's unique recruitment strategy.(01:19:57) Should young VCs go to startup conferences?Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Thank you to our partners:(9:16) LinkedIn Ads: Start converting your B2B audience into high quality leads today. Launch your first campaign and get $250 FREE when you spend at least $250. Go to http://linkedin.com/thisweekinstartups to claim your credit.(19:07) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(31:11) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.

    Wall Street Oasis
    Army Veteran to Banking: Jonathan's Powerful Story & Success Strategies

    Wall Street Oasis

    Play Episode Listen Later Dec 3, 2025 61:34


    In this inspiring interview, Jonathan explains how he reinvented his career after the Army. Get real advice on networking, job searching, mindset, and using modern resources to accelerate your career.

    What's Next|科技早知道
    GEO 来了: AI 电商新生态,品牌要如何「被看见」和「被推荐」?| S9E39

    What's Next|科技早知道

    Play Episode Listen Later Dec 3, 2025 65:45


    随着 ChatGPT、DeepSeek 等 AI 助手成为新的流量入口,我们的购物、搜索与决策方式正在被快速改写:ChatGPT 周活跃突破 8 亿,每日处理 10 亿+查询;近 50% 的消费者已经习惯用 AI 做购物前调研;40% 的购买决策受到 AI 推荐影响。流量入口的变迁意味着营销逻辑的重构:当 SEO(Search Engine Optimization,搜索引擎优化)逐渐演变为 GEO(Generative Engine Optimization,生成式引擎优化),如何让产品被 AI 看见,被推荐和被信任。当 AI 搜索替代传统搜索引擎,商家的增长逻辑将如何重写? 本期我们邀请到 Deepblumen 联合创始人 Joy,一起从 AI 营销一线观察中国与海外 AI 商业生态的差异,拆解 GEO 的底层逻辑、聊聊未来电商的商业闭环如何在 AI Agents 中重建。 本期人物 Joy,Deeplumen 联合创始人 Yaxian,「科技早知道」主播 主要话题 [03:08] Deepblumen 做什么:AI 原生营销的第一原则 我们做的不是 AIGC,而是让品牌和用户在 AI 生态里更高效连接 - Deepblumen 的核心是 AI 搜索可见性(AI Visibility)。 - AI 搜索让品牌曝光从靠链接变成靠语义理解。 - 不只 Deepseek,小红书等也加入了 AI 搜索战场。 [08:07] SEO/SEM 的过去:为什么我们需要新的 GEO? SEM 解决速度,SEO 解决长线资产,但 AI 时代它们都不够用了 - SEM:通过付费快速买量、测试人群;SEO:靠内容质量与网站权重换取免费流量。 - AI 时代用户不再点击十个链接,而是大模型总结答案。 - 品牌必须从「为搜索引擎」写转向 「为大模型写」。 [13:45] GEO 是什么?AI 时代的新 SEO GEO 的核心就是——当用户问问题时,让模型想到你。 - GEO = Generative Engine Optimization,让品牌被纳入模型回答,而不是网页结果列表。 - 大模型重视语义结构、真实数据、专家引用。 - 做好 SEO 依然是做 GEO 的前提 [28:00] OpenAI Shop Card:AI 正在重建电商闭环 用户未来不需要跳 10 个页面,一个答案和一个购买按钮就够了。 - ChatGPT 正把 「搜索 + 比价 + 决策 + 下单」整合到一条链。 - 对品牌意味着:电商入口会从平台迁移到 AI 助手。 - AI 电商比传统平台更「去中间化」。 [33:01] 为什么 Deepblumen 要出海?中美 AI 搜索生态有何不一样? 海外生态更开放,工具链更完整,资本更看好这一赛道。 - OpenAI 商业化节奏快,可接入生态更丰富。 - 像 Profound 这样的第三方监测工具成熟。 - 海外 Saas 与服务体系更配合品牌自建增长体系。 - 中国生态偏向自闭环(抖音、阿里),路径不同。 [51:53] GEO 会不会误导用户?品牌能操纵 AI 搜索吗? 我们不做虚假信息,AI 搜索也无法容纳虚假——因为语义理解会暴露它。 - GEO 不能制造虚假内容,否则无法通过模型语义筛选。 - 大模型相比 SEO 时代更能识别「垃圾内容」。 - 品牌要求的第一原则是信息必须准确。 - AI 搜索推荐机制依然基于真实需求与内容质量。 [1:00:29] 最终趋势:AI Agent 才是电商终局 未来不是你下单,而是你的 AI Agent 替你下单。 - AI Agent 将读取需求 → 比价 → 决策 → 直接购买。 - 品牌内容必须结构化,以便 Agent 能抓取、比对、调用。 - GEO 是 Agent 时代的基础建设。 - 现在准备,决定品牌能否在未来被自动选中。

    Venture Unlocked: The playbook for venture capital managers.
    Betting on Founders Who Build the Real World

    Venture Unlocked: The playbook for venture capital managers.

    Play Episode Listen Later Dec 3, 2025 37:57


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

    The Future of Supply Chain: a Dynamo Ventures Podcast
    Re-Air: Re-Skilling the Workforce: The Key to Unlocking the Future of U.S. Semiconductor Manufacturing with Matthew Putman of Nanotronics

    The Future of Supply Chain: a Dynamo Ventures Podcast

    Play Episode Listen Later Dec 3, 2025 31:28


    From time to time, we'll re-air a previous episode of the show that our newer audience may have missed. During this episode, Santosh is joined by Matthew Putman, Co-Founder and CEO of Nanotronics, a company providing customized solutions for automated optical inspection, process control, and security. During the conversation, Santosh and Matthew explore the current state and future of semiconductor manufacturing in the U.S., emphasizing the challenges and opportunities. Matthew shares his unique journey from a background in theater and music to leading innovations in semiconductor manufacturing. Key topics include the implications of the CHIPS Act, the concept of "cube fabs," the importance of reskilling the workforce, the transformative role of AI in manufacturing, the need for creativity and adaptability in the industry, and so much more.Highlights from their conversation include:Matthew's Background and Journey Into Manufacturing (0:41)The State of Semiconductor Manufacturing (4:33)Impact of the CHIPS Act (7:01)Reskilling the Workforce (11:17)Critique of the CHIPS Act Funding (13:00)Opportunities in Manufacturing Technology (17:58)Collaboration Between Academia and Industry (20:46)Risks of Diversifying Semiconductor Production (23:18)The Value of AI in Manufacturing (25:10)Creativity in Business and Music (26:11)Science and Engineering Thought Processes (28:10)Impact of Upcoming Elections on Manufacturing (29:33)Labor Shortage Perspectives (30:00)Final Thoughts and Takeaways (30:31)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.

    Tangent - Proptech & The Future of Cities
    From Chipotle to Soho: RTL's Ken Hochhauser on Data, Signals, & Why Retail Is Back

    Tangent - Proptech & The Future of Cities

    Play Episode Listen Later Dec 3, 2025 43:36


    Kenneth Hochhauser is Partner and Head of Data and Analytics at RTL. His background includes roles as a retail executive at Macy's and GNC and as a small business and economic development officer for the City of New York. He has advised both tenants and landlords on site selection, trade area analysis, and retail strategy, including introducing Chipotle to the New York metro market and representing Duxiana nationally. His past assignments span major projects such as Brookfield Place, Trump Place, and Columbia University's Manhattanville and Morningside campuses.(02:39) - Ken's Journey(04:59) - Retail Market Trends(06:05) - Retail vs. Office Innovation(07:53) - Shopping Trends and Retail Insights(08:31) - Retail Challenges in Manhattan(10:05) - Retail's Historical Context and Future(12:14) - Tenant Preferences(17:33) - Experiential Retail & Unique Locations(20:56) - Non-Traditional Retail (23:21) - Feature: Blueprint - The Future of Real Estate - Register for 2026: The Premier Event for Industry Executives, Real Estate & Construction Tech Startups and VC's, at The Venetian, Las Vegas on September 22nd-24th, 2026. As a friend of Tangent, you can save $300 on your All-Access pass(28:11) - Retail Tech & Data Utilization(34:29) - Location Indicators & Retail Expansion(38:29) - Collaboration Superpower: an economist(40:08) - US Gov. Shutdown Impact

    Prime Venture Partners Podcast
    The Holy Grail of Business AI: Uniphore's $2.5 Billion Playbook with Umesh Sachdev

    Prime Venture Partners Podcast

    Play Episode Listen Later Dec 3, 2025 54:19


    Umesh Sachdev, cofounder and CEO of Uniphore, joins Shripati Acharya for a deeply insightful and very real conversation about what it actually takes to build and scale enterprise AI. Whether you are a founder, a product leader or someone thinking seriously about enterprise AI, this episode will give you clarity on business AI you won't find elsewhere.What you'll take away:• A clearer understanding of what Uniphore does as an end-to-end enterprise AI and data platform• Why so many AI pilots “fail” at first and how that failure can actually be meaningful progress• How enterprises are achieving predictable outcomes using unitary agents, workflow orchestration, guardrails and fine-tuned SLMs• The inside story of Uniphore's strategic raise and why some of the world's biggest AI and data companies chose to back them⭐Episode Timestamps00:00 Introduction03:00 – What Uniphore Actually Does 05:47 – Why Enterprise AI Struggles to Scale Beyond Pilots10:08 – The Determinism Problem: Why AI Gives Different Answers Each Time12:32 – Unitary Agents and Workflow Orchestration for Predictable AI14:00 – Small Language Models vs Large LLMs for Enterprise Use Cases15:25 – Why Guardrails and Governance Matter in Real Deployments16:39 – One Big Agent Fails but Ten Small Agents Work Better20:40 – Why AI Pilots Fail and Why That Is a Good Thing22:20 – Converting Experiments into Enterprise-Scale Adoption24:26 – 35,000 Invoices a Week with Only Four Humans: ROI Case Study26:25 – What Enterprises Really Look for in AI Systems28:45 – Lessons from Building Across India and the US32:51 – Why Founders Must Be Close to Their Biggest Market34:44 – Structuring Teams Across Geographies for Global Scale38:10 – The Journey of Building Uniphore Over Seventeen Years42:36 – Hard Lessons Learned Along the Way46:45 – Why NVIDIA, Snowflake, AMD and Databricks Invested51:17 – How the Strategic Round Came Together52:22 – Closing NoteIf this conversation resonates with you, drop your biggest takeaway in the comments and subscribe for more in-depth founder and VC discussions.#EnterpriseAI #Uniphore #ArtificialIntelligence #AIAgents #SmallLanguageModels #AIInnovation #AIinBusiness #FounderInsights #StartupLessons #TechLeadership #GlobalScale #FutureOfWork #PrimeVenturePartnersPodcast

    Bright Spots in Healthcare Podcast
    AMA & Health2047: Warren Templeton on Transforming Healthcare Through Venture Innovation

    Bright Spots in Healthcare Podcast

    Play Episode Listen Later Dec 3, 2025 24:45


    Recorded live at HLTH, this episode of Bright Spots in Healthcare takes you inside Health2047, the venture studio founded by the American Medical Association to tackle some of healthcare's gnarliest problems. Host Eric Glazer sits down with Warren Templeton, Managing Director at Health2047, to explore how the AMA is backing founders at the earliest stages to reshape physician workflows, chronic disease management, and data liquidity. Warren shares how Health2047 partners with science- and clinician-led startups at the pre-seed and seed stages, wrapping founders with commercial strategy, clinical and billing expertise, and an evergreen capital model that matches healthcare's longer time horizons. He also unpacks why humility and conviction are the two non-negotiable traits he looks for in founders. You'll hear real-world examples from Health2047's portfolio, including: Zing Health – a Medicare Advantage plan built for underserved communities, rooted in social determinants of health and community-based design Phenomics Health – an obesity phenotyping company born from a "failed" diabetes prevention bet, now helping match patients to the right GLP-1s, procedures, and care pathways ScholarRx – a global medical education platform partnering with the WHO to enable high-quality "tertiary care in the wild" for clinicians around the world Warren and Eric also dig into: Why traditional 5–7 year VC timelines often clash with healthcare reality How to balance breakthrough science with practical workflow integration and commercial viability The impact KPIs Health2047 tracks beyond IRR, including lives and care teams impacted If you're a founder, investor, or healthcare leader trying to build something that actually works in the real world—not just on a pitch deck—this conversation offers a candid look at what it takes to design, fund, and scale the next generation of healthcare companies. Bio: https://health2047.com/leadership/warrentempleton/ References: Health2047's portfolio companies mentioned in the episode: Zing Health - https://www.myzinghealth.com/ Phenomics Health - https://www.phenomicshealth.com/ ScholarRx - https://scholarrx.com/ Partner with Bright Spots Ventures: If you are interested in speaking with the Bright Spots Ventures team to brainstorm how we can help you grow your business via content and relationships, email hkrish@brightspotsventures.com About Bright Spots Ventures: Bright Spots Ventures is a healthcare strategy and engagement company that creates content, communities, and connections to accelerate innovation. We help healthcare leaders discover what's working, and how to scale it. By bringing together health plan, hospital, and solution leaders, we facilitate the exchange of ideas that lead to measurable impact. Through our podcast, executive councils, private events, and go-to-market strategy work, we surface and amplify the "bright spots" in healthcare—proven innovations others can learn from and replicate. At our core, we exist to create trusted relationships that make real progress possible. Visit our website at www.brightspotsinhealthcare.com. Visit our website:  www.brightspotsinhealthcare.com. Follow Bright Spots in Healthcare: https://www.linkedin.com/company/shared-purpose-connect/

    Invest Like the Best with Patrick O'Shaughnessy
    David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]

    Invest Like the Best with Patrick O'Shaughnessy

    Play Episode Listen Later Dec 2, 2025 66:01


    My guest today is David George. David is a General Partner at Andreessen Horowitz, where he leads the firm's growth investing business. His team has backed many of the defining companies of this era – including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI – and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. This conversation is a detailed look at how David built and runs the a16z growth practice. He shares how he recruits and builds his team a “Yankees-level” culture, how his team makes investment decisions without traditional committees, and how they work with founders years before investing to win the most competitive deals. Much of our conversation centers on AI and how his team is investing across the stack, from foundational models to applications. David draws parallels to past platform shifts – from SaaS to mobile – and explains why he believes this period will produce some of the largest companies ever built. David also outlines the models that guide his approach – why markets often misprice consistent growth, what makes “pull” businesses so powerful, and why most great tech markets end up winner-take-all. David reflects on what he's learned from studying exceptional founders and why he's drawn to a particular type, the “technical terminator.” Please enjoy my conversation with David George. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ramp.com/invest to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Head to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to learn more about the platform. ----- This episode is brought to you by ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AlphaSense⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. AlphaSense has completely transformed the research process with cutting-edge AI technology and a vast collection of top-tier, reliable business content. Invest Like the Best listeners can get a free trial now at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Alpha-Sense.com/Invest⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and experience firsthand how AlphaSense and Tegus help you make smarter decisions faster. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Show Notes: (00:00:00) Welcome to Invest Like The Best (00:04:00) Meet David George (00:03:04) Understanding the Impact of AI on Consumers and Enterprises (00:05:56) Monetizing AI: What is AI's Business Model (00:11:04) Investing in Robotics and American Dynamism (00:13:31) Lessons from Investing in Waymo (00:15:55) Investment Philosophy and Strategy (00:17:15) Investing in Technical Terminators (00:20:18) Market Leaders Capture All of the Value Creation (00:24:56) The Maturation of VC and Competitive Landscape (00:28:18) What a16z Does to Win Deals (00:33:06) David's Daily Routine: Meetings Structure and Blocking Time to Think (00:36:34) Why David Invests: Curiosity and Competition (00:40:12) The Unique Culture at Andreessen Horowitz (00:42:46) The Perfect Conditions for Growth Investing (00:47:04) Push v. Pull Businesses (00:49:19) The Three Metrics a16z Uses to Evaluate AI Companies (00:52:15) Unique Products and Unique Distribution (00:54:55) Tradeoffs of the a16z Firm Structure (00:59:04) a16z's Semi-Algorithmic Approach to Selling (01:00:54) Three Ways Startups can Beat Incumbents in AI (01:03:44) The Kindest Thing

    Firewall
    How the Middle Fell Out of Venture Capital

    Firewall

    Play Episode Listen Later Dec 2, 2025 54:29


    In venture these days, it pays to be small and scrappy or huge and swimming in fees. Anywhere in between is a hard slog. Bradley walks through the changing VC landscape, using his own fund history as Exhibit A, and going into detail on his return to an “equity for services” model. Plus, why AOC should run for President rather than the US Senate, how AI could be utilized to revolutionize classrooms, and a fresh theory on why we can't resist TV villains.This episode was taped at P&T Knitwear at 180 Orchard Street — New York City's only free podcast recording studio.Send us an email with your thoughts on today's episode: info@firewall.media.Be sure to watch Bradley's new TED Talk on Mobile Voting at https://go.ted.com/bradleytusk.Subscribe to Bradley's weekly newsletter and follow Bradley on Linkedin + Substack + YouTube.

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E
    497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)

    The Full Ratchet: VC | Venture Capital | Angel Investors | Startup Investing | Fundraising | Crowdfunding | Pitch | Private E

    Play Episode Listen Later Dec 1, 2025 41:24


    Ethan Austin of Outside VC joins Nick to discuss Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows. In this episode we cover: Lessons from Founding Give Forward Investment Philosophy and Timing Founding Outside VC Characteristics of Strong Investment Candidates Supporting Founders and Building Knowledge Trends in FinTech and Climate Role of a VC and Early Liquidity Guest Links: Ethan's LinkedIn Outside VC's LinkedIn Outside VC's Website The host of The Full Ratchet is Nick Moran of New Stack Ventures, a venture capital firm committed to investing in founders outside of the Bay Area. We're proud to partner with Ramp, the modern finance automation platform. Book a demo and get $150—no strings attached.   Want to keep up to date with The Full Ratchet? Follow us on social. You can learn more about New Stack Ventures by visiting our LinkedIn and Twitter.