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SoftBank has backed some of the most game-changing startups of our time — Uber, Grab, TikTok — companies that reshaped how we move, eat, and connect.The man behind it is Masayoshi Son — a founder unlike any other. Bold, fearless, and sometimes reckless, Masa didn't just invest in companies, he devoured them. His empire stretched from Tokyo to Silicon Valley, built on billion-dollar bets, wild risk-taking, and the unshakeable belief that he could see the future before anyone else.But every empire comes at a price.This is the story of SoftBank — how one man from Japan took on the world's biggest tech giants, gambled billions, lost it all… and came back for more.Episode 1: Impress, Charm and DeceiveA young Masayoshi Son hustles his way through Silicon Valley — using every trick in the book...and outside it.Episode 2: The SoftBank MiracleBack in Japan, Masa builds SoftBank from nothing — surviving betrayal, bankruptcy, and even a terminal illness to become the king of Japan's software industry.Episode 3: Every Piece of ThemMasa goes global — buying tech magazines, trade fairs, Yahoo shares, and placing a life-changing bet on a then-unknown Chinese startup: Alibaba.Episode 4: Widening the NetAfter the Dot-Com Crash wipes out 96% of his wealth, Masa bets everything on broadband and mobile — taking on Japan's telecom giants and winning control of Vodafone Japan.Episode 5: WarchestDetermined to rule the future, Masa creates the $100 billion Vision Fund — a war chest so powerful it could turn founders into billionaires overnight — even if their companies were never built to last — all while setting his sights on Artificial Intelligence.-Our series is proudly sponsored by AlphaSense.-Access expert analyst reports, perfectly summarised by Gen-AI with precision and no hallucinations. Support our productions by booking your free trial today.-Want to showcase your brand to listeners with a combined net worth of over $1 billion and a network of 100,000+ employees and industry contacts? Drop us an email: sales@1upmediapodcast.com-We're looking to grow our team! Support our productions by buying us a coffee.-Want to meet the team? Follow me here!-If you love the style of Empires, and want similar content, check out:
A SEAT at THE TABLE: Leadership, Innovation & Vision for a New Era
What if you could find a system that maximized luck and generated outsized returns? A method based on decision science that led you to make better choices - in both your business and personal life.That's exactly what Daniel Kang did. He learned how to use asymmetric bets to win scholarships that paid for his education, as well as to raise millions of dollars to fund his startup. He then used this principle to land a book deal with leading business-book publisher Wiley & Sons. Today Daniel Kang joins us here to share what he's learned as the CEO & co-founder of a Y-Combinator backed startup Flowbo, as a venture capitalist at Softbank's Vision Fund and how what he learned in pilot training taught him about running a business.His new book “The Super Upside Factor: Asymmetric Principles that Will 10X Your Life” is a practical playbook to maximize luck in life and career. The book is a must read for anyone looking to apply the principles that have enabled a few companies to outperform - even in challenging environments.Daniel used asymmetric bets to elevate himself out of poverty and to become a wildly successful entrepreneur and recognized author. Let's unpack what's behind this methodology and how we can apply to in our lives.Visit A Seat at The Table's website at https://seat.fm
"They will judge Masa to have been an extraordinarily consequential investor and historic figure in world investing and tech investing because he has made not just spectacular bets—but he's made so many people rich. I mean, with other people's money. All these founders, he's given them money, he's been an enormous disruptor, and he's built global businesses. He's built a huge business in Japan on the mobile operator. So for all these reasons, I know he sometimes feels dissatisfied with his legacy, and he's now trying to build his greatest legacy in the march to artificial general intelligence. Maybe the legacy will finally be judged by whether this bet pays off. What will his role be in the AI revolution? I would say to him, 'You've done pretty well so far.' " - Lionel Barber, author of "Gambling Man" Fresh out of the studio, Lionel Barber, former editor of the Financial Times and author of "Gambling Man" joined us in a conversation to unravel the enigmatic figure of Masayoshi Son, the CEO of SoftBank Group. We began with Lionel's career journey as the former editor of Financial Times and why inspired him to work on this book. We progressed how he put together a nuanced portrait of Masa as a resilient outsider whose Korean-Japanese heritage fueled his drive to succeed in Japan's stratified society and shared stories of Masa's evolution from software distributor to global tech investor with Vision Fund. Lionel explains how this "eternal optimist" has consistently ridden technological waves for four decades while making and losing billions. He unpacks Masa's unique investment philosophy of thinking big, his revolutionary $100 billion Vision Fund that disrupted venture capital norms, and his latest half-trillion-dollar bet on AI. Throughout the conversation, Lionel reveals the complexity behind the caricature, arguing that history will remember Masa as an extraordinarily consequential figure in global tech investing despite his mixed record of spectacular wins and losses. Episode Highlights: [00:46] Introduction to Lionel Barber and his book on Masayoshi Son [01:34] Lionel's journalism career origins [03:57] Key lessons from Lionel's career [05:25] What makes Masayoshi Son unique [06:33] The resilience behind Masa's character [07:49] The "Gambling Man" and core themes [10:38] Challenges in documenting Masa's story [13:07] How Masa's Korean heritage shaped him [15:49] Defining moments in Masa's business career [18:33] Evolution from software distributor to global tech conglomerate [22:21] Masa's dual roles: operator and investor [24:21] Understanding Masa's investment philosophy [31:30] How Masa changed tech investing [34:30] The hardest question about Masa [35:23] Masa's historical legacy [39:10] Closing remarks and book recommendations Profile: Lionel Barber, Author of "Gambling Man" LinkedIn: https://www.linkedin.com/in/lionel-barber-473826135/ X: https://x.com/lionelbarber?lang=en BlueSky: https://bsky.app/profile/did:plc:yv5ux5l7lcvmxexdswey5hqx Gambling Man Profile Page: https://www.simonandschuster.com/books/Gambling-Man/Lionel-Barber/9781668070741 FT Profile: https://www.ft.com/lionel-barber Podcast Information: Bernard Leong hosts and produces the show. The proper credits for the intro and end music are "Energetic Sports Drive." G. Thomas Craig mixed and edited the episode in both video and audio format. Here are the links to watch or listen to our podcast. Analyse Asia Main Site: https://analyse.asia Analyse Asia Spotify: https://open.spotify.com/show/1kkRwzRZa4JCICr2vm0vGl Analyse Asia Apple Podcasts: https://podcasts.apple.com/us/podcast/analyse-asia-with-bernard-leong/id914868245 Analyse Asia YouTube: https://www.youtube.com/@AnalyseAsia Analyse Asia LinkedIn: https://www.linkedin.com/company/analyse-asia/ Analyse Asia X (formerly known as Twitter): https://twitter.com/analyseasia Analyse Asia Threads: https://www.threads.net/@analyseasia Sign Up for Our This Week in Asia Newsletter: https://www.analyse.asia/#/portal/signup Subscribe Newsletter on LinkedIn https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7149559878934540288
Teddy Himler brings over 15 years of global experience at leading institutions, including Goldman Sachs, SoftBank, Comcast Ventures, and Antler, to his role at Optimist Ventures.Throughout his career, Teddy has cultivated deep expertise in global technology trends, innovative business models, and firm-building, with a focus on sectors such as artificial intelligence, insurance, healthcare, and industrial automation.At Antler, Teddy served as a partner, where he played a key role in the firm's growth, helping it become the world's most active early-stage venture capital firm by deal count.Prior to Antler, Teddy was instrumental in scaling SoftBank's operations in both the U.S. and Southeast Asia. In 2018, he launched SoftBank Group International's first New York City office, where he managed assets outside of SoftBank's Vision Fund, including Arm, Sprint, Boston Dynamics, and Brightstar. Earlier, as SoftBank Capital's first West Coast hire, Teddy served as Vice President, spearheading its Southeast Asia strategy from Jakarta while collaborating with partners like Alibaba.From 2018 to 2021, Teddy was a Principal at Comcast Ventures in New York, where he focused on investments in consumer internet, robotics, fintech (including insurtech and crypto), and other emerging technologies as part of Comcast's corporate venture capital platform.Teddy began his career at Goldman Sachs as an investment banking analyst in the Technology, Media & Telecom group in San Francisco. He holds a B.A. in Government and Economics from Harvard University.Over the years, Teddy has backed five unicorns at the seed or Series A stages and has been a deal team leader or member in numerous landmark investments, including Kabbage, Fitbit, Dialpad, BigCommerce, Grab, Tokopedia, Cheddar, Acorns, Hippo, Blockdaemon, Madison Reed, Blockchange, ABL Space, KeyMe, Arm, Boston Dynamics, SoftBank Robotics, Sprint, Cybereason, Zola, SoFi, Airspan, OneWeb, Kindbody, Berkshire Grey, Lemonade, Brightstar, Airalo, Earlytrade, Folio, Ora Health, Endless Health, and Inshur.Teddy's career reflects a track record of identifying transformative technologies and building global ventures, making him a key figure in the venture capital ecosystem.LinkedIn: https://www.linkedin.com/in/teddy-himler-84674719/
The world's largest tech-focused venture capital fund. And the man behind it is Masayoshi Son, often referred to as Masa.At 16, Masa moved to California, drawn by the entrepreneurial spirit of Silicon Valley.Before he turned 21 years old, Son sold his first company— a multilingual translator bought by Sharp for about $1 million.Masa returned to Japan and founded SoftBank as a software distribution company. In 1995, Masa made one of his first bold investments— a $100 million for a 30% stake in Yahoo. In 1999, Masa made an even bigger move, investing $20 million in Alibaba, a year-old e-commerce startup.Over 23 years, that investment turned into a $72 billion gain, making it one of the most successful tech investments ever.In 2014, he brought in Alok Sama who had a key role in some of SoftBank's biggest successes, like the $32 billion acquisition of ARM and the $59 billion Sprint-T-Mobile merger.In this episode of the NEON Show, Alok Sama, takes us behind the scenes of his journey at SoftBank, where he played a crucial role in shaping the group's global investments and strategy. He shares insights into working alongside Masa, managing the Vision Fund, and the challenges of betting on transformative entrepreneurs.Check out Alok Sama's book, The Money Trap: Lost Illusions Inside the Tech Bubble - https://www.amazon.in/Money-Trap-Alok-Sama/dp/9361134337Timestamps0:00 - Trailer1:13 - Alok's career, and Money Trap2:20 - Transition to SoftBank and the motivation behind Money Trap3:29 - what Alok thinks about Nikesh Arora and Masayoshi Son5:07 - Masayoshi Son's visionary mindset and why Alok admired him6: 40 - Why Alok values intellectual curiosity in people and himself7:50 - Alok's entrepreneurial journey post-Morgan Stanley09:30 - The meaning behind Money Trap and reflections on money12:30 - Masa Son's struggle growing up and the freemium coffee model17:00 - Alok's last year at SoftBank and decision to leave18:08 - Alok's relationship with Nikesh Arora20:10 - Delhi roots, and family time21:20 - Alok's view on vulnerabilities 27:20 - Masa Son's character and commitment to backing entrepreneurs fully31:10 - Valuation lessons in technology investments34:20 - Son's early bets on AI and his timing challenges37:30 - Joined SoftBank to impress Alok's teenage son and connect with family40: 10 - experience of writing a book43:10 - Masa's thesis on India-----Hi, I am your host Siddhartha! I have been an entrepreneur from 2012-2017 building two products AddoDoc and Babygogo. After selling my company to SHEROES, I and my partner Nansi decided to start up again. But we felt unequipped in our skillset in 2018 to build a large company. We had known 0-1 journeys from our startups but lacked the experience of building 1-10 journeys. Hence was born The Neon Show (Earlier 100x Entrepreneur) to learn from founders and investors, the mindset to scale yourself and your company. This quest still keeps us excited even after 5 years and doing 200+ episodes.We welcome you to our journey to understand what goes behind building a super successful company. Every episode is done with a very selfish motive, that I and Nansi should come out as a better entrepreneur and professional after absorbing the learnings.-----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 show is for informational purposes only. The vSend us a text
Congrats to our 12 talented TY students who've just completed Clare FM's TY Media Week at Clare FM with Colum McGrath. They planned, produced and recorded their own show - TY Talks! TY Media Week is funded by Coimisiún na Meán through the Sound and Vision Fund and has been devised by Learning Waves in partnership with Clare FM!
Lionel Barber is the former editor of the Financial Times and probably the only journalist on the planet to have interviewed Presidents Obama, Trump and Putin. Under his stewardship, the FT metamorphosed from a newspaper into a digital subscription business, and was sold to the Japanese company Nikkei for 44x earnings. And as editor, Barber fully backed up former guest Dan McCrum in his investigation of Wirecard. I was delighted when Lionel agreed to come on the show to talk about his new book, Gambling Man, a biography of Masa Son, founder of Softbank and creator of the $100bn Vision Fund. I have long been curious about Son, who for 3 days at the peak of the dot.com boom was the richest man in the world. Barber spent 3 years writing his meticulously researched book for which he interviewed 150 subjects, including Bill Gates and Warren Buffett, as he explains in our discussion. Some of his stories, including his description of Son's inner sanctum, are marvellous. If you enjoy this episode, head over to our Substack, (sign up button on https://behindthebalancesheet.com/), take the monthly paid option and get exclusive additional content, including Steve's interview with Alok Sama, former CFO of Softbank International.
Dans ce nouvel épisode, je parle de :- Un Zainichi pas comme les autres - L'Amérique, terre d'inventions - Dur retour de l'enfant prodige- L'informatique à l'investissement : le virage de SoftBank - L'homme qui a perdu 70 milliards - Vision Fund, le fonds à 100 milliards - SoftBank ou le phénix qui renaît de ses cendresBonne écoute !Pour retrouver tout l'univers du Grand Bain :
i'm wall-e, welcoming you to today's tech briefing for thursday, august 8th. here's what we covered: shopify's strong q2 earnings: shares of shopify soared 17.8% following a strong second-quarter earnings report. the canadian e-commerce giant posted earnings per share of 26 cents, surpassing analysts' expectations of 20 cents, with revenue at $2.05 billion. gross merchandise volume rose 22%, reaching $67.2 billion. softbank group's return to profitability: softbank reported a $12.9 million gain on its vision fund tech investments in q1 fy 2024, driven by gains from chinese portfolio companies and offsetting losses from firms like autostore and symbotic. despite positive investment gains, the vision fund segment posted an overall loss of 204.3 billion yen. softbank also announced plans to buy back up to 6.8% of its shares. anduril's $1.5 billion funding round: defense tech firm anduril revealed a $1.5 billion funding round, valuing the startup at $14 billion. co-led by founders fund and sands capital, the funding aims to bolster their software-defined manufacturing platform, "arsenal." youtube's ai feature "brainstorm with gemini": youtube is testing a new feature that integrates google's ai to help creators generate video ideas, titles, and thumbnails. this feature, currently available to a select group of creators, aims to streamline the content creation process. facebook's educational training course: facebook is introducing an educational training course for first-time violators of its community standards. this initiative aims to educate rather than punish by removing the warning upon completion of the course. that's all for today. we'll see you back here tomorrow!
Noticias Económicas y Financieras Se han desarrollado dinámicas interesantes en el mercado inmobiliario desde que la Reserva Federal comenzó a aumentar las tasas de interés para contrarrestar la inflación. Algunas de estas tendencias incluso se remontan al inicio de la pandemia de coronavirus, cuando el banco central bajó las tasas a cero, al mismo tiempo que la gente buscaba más espacio y cambios en el estilo de vida. Los efectos resultantes han generado un entorno cada vez más caro para la vivienda y el alquiler, e incluso han desencadenado una crisis de asequibilidad en muchos mercados. Los militantes hutíes amenazan con intensificar los ataques a barcos en el Mar Rojo, lo que provocará mayores costos de seguros y alimentará los llamados a expandir sus fuerzas. El último ataque con aviones no tripulados ha hundido un buque carbonero de propiedad griega, convirtiéndolo en el segundo barco confirmado que se hunde en la vía fluvial. Si bien el precio del seguro de los barcos que navegan por el Mar Rojo ha aumentado, sigue siendo inferior al pico alcanzado a principios de este año, cuando los hutíes intensificaron sus ataques. Vasileios Gryparis, jefe de la misión de la UE en el Mar Rojo, dice ahora que es necesario duplicar la fuerza naval encargada de proteger los barcos en la zona. El fundador de SoftBank (OTCPK:SFTBY), Masayoshi Son, lamenta haber vendido acciones de Nvidia $NVDA hace cinco años, antes de que el gigante de los chips se subiera a la ola de la IA para convertirse brevemente en la empresa más valiosa del mundo. Vision Fund de SoftBank vendió toda su participación del 4.9% en Nvidia a principios de 2019, registrando un rendimiento de $3.3B sobre una participación inicial de $700M. "Tuve que vender las acciones entre lágrimas", dijo Son en la reunión de accionistas del gigante inversor japonés, añadiendo que "el pez que se escapó era grande". Si Vision Fund mantuviera su participación, habría valido alrededor de $160B a los precios actuales. Canadá está planeando nuevos impuestos a las importaciones de vehículos eléctricos chinos, en línea con las últimas acciones tomadas por Estados Unidos y la UE. Si bien aún no se ha tomado una decisión final, se espera que el gobierno canadiense anuncié pronto consultas públicas sobre las posibles medidas. El primer ministro Trudeau ha estado bajo presión para seguir el ejemplo de la administración Biden, que cuadruplicó los aranceles sobre los vehículos eléctricos chinos, pero está actuando con cautela en medio de la amenaza de represalias por parte de Beijing. El Análisis Económico y Financiero de ING señala que China es el mayor productor de vehículos eléctricos y domina las cadenas de suministro globales de materias primas necesarias para las baterías de vehículos eléctricos. El Banco de Inglaterra mantiene los tipos estables, el próximo paso puede ser un recorte. Starboard pierde esfuerzo para bloquear el voto de los accionistas de Autodesk $ADSK. El Plan Maestro de Tesla puede influir en la victoria de China en la carrera de vehículos eléctricos asequibles.
Welcome back to a new episode of the European VC Podcast! Today, we are very excited to introduce you to Sumer Juneja, the Managing Partner of SoftBank Investment Advisors in Europe.For those of you who don't know, SoftBank is the GP of the Vision Fund that we all know about.SoftBank has an AUM of $147B across all funds, has made around 60 investments in Europe so far, and has allocated $13B in total here. In their current portfolio, you can find companies like Revolut, Klarna, eToro, or BytdeDance.Sumer has been investing since 2006. Before SoftBank, Sumer was a Partner at Norwest Venture Partners, focusing on growth equity and venture investments in Indian companies across various sectors. He has led and successfully exited multiple investments, including Swiggy, Indusind Bank, Shriram City Union Finance, Cholamandalam Finance, and National Stock Exchange.At SoftBank, Sumer is covering the EMEA region and India, and today we'll talk about things like:Europe vs. India - and how each market is differentWhy Sumersh joined Softbank, and his view on fundraising.How does investing in Europe look for SoftBank?… and more that we invite you to discover below.Chapters:04:06 Sumer's Journey into Venture Capital05:49 The Importance of Mentorship in Career Growth08:52 Joining SoftBank: A Game-Changing Decision11:43 SoftBank's Investment Strategy15:54 Comparing Venture Dynamics: India vs. Europe22:45 The European Exit Environment26:46 Lessons from Success and Failure in VC40:29 SoftBank's Success in India42:35 The Importance of Having Your Feet on the Ground43:15 SoftBank's Organizational Structure in Europe and India46:45 Building Relationships with VCs53:44 Evaluating Founders and CEOs57:49 Case Study: Swiggy's Success in India01:03:42 Challenges of Scaling Across Regions01:04:23 Balancing Work and Family Life01:12:20 Key Learnings and Advice for Emerging Managers
Softbank Vision Fund's Director of Life Science and HealthTech John Cassidy discusses his approach to investing in health-care technology in this episode of the Tech Disruptors podcast. Co-hosts Sam Fazeli, Bloomberg Intelligence's senior pharmaceutical analyst, and Mandeep Singh, BI's senior tech analyst, also talk with Jason Burch, head of platform technologies at Ventus Therapeutics, one of the Vision Fund's portfolio companies. Burch shares his perspective on how to leverage technology for research and his prognosis for drug discovery in the age of generative AI.
This Sunday, Pete continued our series in 1 Corinthians, reminding us to flee sexual immorality, and challenging us on what God truly designed sex to be. Join us again next week for the second of our gift days contributing to our Vision Fund, and to hear the start of our Easter Series as we celebrate Palm Sunday!
Welcome to The Nonlinear Library, where we use Text-to-Speech software to convert the best writing from the Rationalist and EA communities into audio. This is: story-based decision-making, published by bhauth on February 7, 2024 on LessWrong. A few times, I've talked to an executive manager or early-stage investor, and this happened: me: Here's the main plan. Now, we think the odds are good, but the most likely failure point is here. If necessary, we have an alternative plan for that part, which goes as follows... them: (visible disgust) I was so confused! Aren't contingency plans good to have? Sure, investors want to see confidence, but what they really want is confidence in the overall vision. They expect some things to go wrong along the way, maybe even requiring "pivoting" to a different product. Well, I've gotten more experience since then, and thought about things more, and I think I understand the thought process now. Imagine you're watching Star Wars, and the rebels are getting ready to destroy the Death Star. The guy planning the operation says: OK, the primary plan is a torpedo to this exhaust port. You've all been briefed on it. But there are some key risks: the shielding could've been upgraded, it might be too heavily defended, and torpedo targeting could fail. As such, we've designated secondary targets here and here which should at least disable the Death Star for a while. The tertiary plan is a fallback meant for retreat with a minimum number of casualties, which I'll go over now. How does that make you feel about the chances of the rebels destroying the Death Star? Do you think that the competent planning being displayed is a good sign? According to movie logic, it's a really bad sign. Once, a guy (who's currently a founder of an AI-related startup in Silicon Valley) introduced me to this VC for a call to talk about investment in a new battery chemistry. Part of the conversation went like: me: I want to talk about the technology and issues with alternatives, but it seems like nobody wants to discuss that part. VC: It's just not that important to investing. me: I see all these failures that happen that could've been easily avoided with competent technical due diligence. Softbank lost a lot of money on WeWork, wasn't that worth avoiding? VC: No, Softbank has their approach and it works. People make fun of WeWork but Softbank has actually done really well overall. Well, a few years later, it seems like maybe the approach used by Softbank's Vision Fund has some problems after all...? Anyway, about investment in that battery chemistry: VC: So what's your growth story? me: Uh, raise some money, validate the technology to the satisfaction of investors, raise more money, demonstrate a production line, and then either get enough investment to do large-scale production or sell to, say, a large auto company. VC: That sucks. Some advice for you: never talk about selling to a big company to a VC, at least not before it's actually an option. And you should avoid saying your plan is to "raise more money" too, investors want to hear about what impressive stuff you can do with just the money they can provide. me: Well, from my perspective this is...less far from commercial practicality than what QuantumScape has, and they're worth a billion dollars already. VC: You should look at SaaS startups. As a VC, it's hard to justify investing in physical stuff when the growth stories those normally have are much better. me: I see. Some of my friends have some other stuff they developed, so maybe you'd like one of their "growth stories" better. Is there something in particular you're interested in? VC: As I said, it's not really about the specific technology. I tend to invest in SaaS startups, but it's not because they're SaaS per se. What I eventually realized was that I wasn't taking that word "story" literally enough. Looking at the web pages of startups, I'd often see these descriptions of the founders that are like...descriptions...
The First 100 | How Founders Acquired their First 100 Customers | Product-Market Fit
Jeff Seibert is co-founder of Digits, a beautifully designed accounting and reporting platform that essentially sits on top of Intuit's QuickBooks. It then uses that data, plus API-based integrations on incoming and outgoing money in its business, to create a massive information database. Digits then begins to organize and read that data to create more intelligence around it, such as providing automatic answers to the kinds of “how” or “why” questions that an accountant or other finance pro might have around a basic financial report, the kinds of answers that previously would have only been possible through human queries, and being able to read and understand the stories behind paper trails and siloed sources of data. Digits Reports will sit alongside and is based around a search feature that Digits launched last year to help users find transactions that tap into a similar idea: answers are not found just through keywords but in results. Digits has raised $97.5 million from SoftBank's Vision Fund, U.K. investor Harry Stebbings' 20VC Growth, GV, and Benchmark.Where to find Jeff Seibert:• Website: Digits - Accounting, • LinkedIn (13) Jeff Seibert | LinkedInWhere to find Hadi Radwan:• Newsletter: Principles Friday | Hadi Radwan | Substack• LinkedIn: Hadi Radwan | LinkedInIf you like our podcast, please don't forget to subscribe and support us on your favorite podcast players. We also would appreciate your feedback and rating to reach more people.We recently launched our new newsletter, Principles Friday, where I share one principle that can help you in your life or business, one thought-provoking question, and one call to action toward that principle. Please subscribe Here.It is Free and Short (2min).
This Sunday we wrap up our series in discipleship thinking explicitly about our Generosity. Often calls to give generously strike us in our "strength" portion of our love (our obedience), but they completely miss our heart, minds, and souls in the process. Because of this, we often miss why God calls us to give. What would it look like to really believe that God can take earthly possessions however, and transmute them into eternal glory? Join us this Sunday as think about our generosity through the lens of discipleship, and also make a special call towards giving sacrificially this year to our Vision Fund.
Mary Miller is the Head of Business Development within Growth Equity Investing at Norwest Venture Partners. Prior to joining Norwest in 2023, Mary was a Director at SoftBank's Vision Fund and has held a number of other positions focused on investments in consumer technology companies. First, we explore some of the administrative and investing roles that Mary has worked in as she explains how she ended up in her current role. Next, we talk about some of the advantages and opportunities that working for SoftBank's Vision Fund gave Mary as well as some of the lessons learned while working at such a large fund during the downturn of the market in 2022. After that, Mary explains a case study of the company Fanatics and explains the tremendous growth and evolution of the company over the past few years, focusing on her role in creating value for the company. Then, Mary breaks down what consumer technology is and how the industry has evolved over the recent past. Finally, we open the floor to members of the Notre Dame Venture Capital club (students who are actively trying to or already have broken into venture capital careers) to ask their insightful questions.
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00:10 | Tiger sells Cohere AI stock- Tiger Global is close to selling shares in AI startup Cohere at a $3b valuation, 40% rise since Cohere's last round in June- Cohere, competing with Anthropic and OpenAI, focuses on AI for tasks like email and document processing00:51 | Arm IPO- British chipmaker Arm hints at an IPO despite 2.5% revenue decline and a 50% profit drop- SoftBank's Vision Fund recently valued Arm at $64b by purchasing 25%; market speculation on whether this valuation will hold in public markets01:26 | Coinbase invests in Circle - Coinbase acquires minority stake in Circle, platform responsible for USDC stablecoin- PayPal launches its own stablecoin02:00 | Ramp's down round- Ramp raises $300 million in funding at a $5.8 billion valuation, down from $8.1b in April 2022, but sees a surge in annualized revenue to $300 million- Starting as a corporate card startup, Ramp diversified its services, recently acquiring AI tool Cohere.io, and serves over 15,000 businesses as of Aug 202302:52 | Shein's Sparc investment- Shein acquires about a third of Sparc Group, enabling it to feature Forever 21 products; Sparc to gain a minority stake in $66 billion-valued Shein- Shein's recent U.S. marketplace initiative targets popular brands, and the partnership may lead to its in-store presence in Forever 21 outlets03:36 | Better down 90%- Better.com's shares dropped 90%+ post-SPAC merger, with its valuation falling to $2.4b from a planned $7.7b in 2021 amid mortgage market shifts- Despite setbacks and anticipated decline, CEO Vishal Garg remains optimistic about the housing market and Better.com's tech-driven mortgage solutions04:32 | Big capital raises- SafetyCulture (www.safetyculture.com) | $34m Series F, $2.70b valuation- BitGo (www.bitgo.com) | $100m Series C, $1.75b valuation- Jada AI (www.jada-ai.com) | $25m Series A, $415m valuation- Viome Life Sciences (www.viomelifesciences.com) | $87m Series C, $359m valuation- Pivotal Commware (www.pivotalcommware.com) | $87m Series D, $297m valuation05:16 | Pre-IPO +0.75% for week- Week's winners: Deel +21.9%, Brex +6.1%, Chainalysis +5.9%, Snyk +3.1%, Stripe +2.7%- Week's losers: Ramp -4.9%, Flexport -3.6%, Reddit -3.3%, ConsenSys -3.3%, Plaid -2.7%- Top 5 largest companies by valuation: ByteDance $209b, SpaceX $147b, Stripe $50b, Databricks $33b, OpenAI $33b
This Week in Startups is brought to you by… Crowdbotics. Great ideas can change the world, and Crowdbotics is the fastest way to turn those ideas into code. Get a free scoping session for your next big app idea at crowdbotics.com/twist OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist Fitbod. Tired of doing the same workouts at the gym? Fitbod will build you personalized workouts that help you progress with every set. Get 25% off your subscription or try out the app for FREE when you sign up now at fitbod.me/TWIST. * Today's show: Jason breaks down Nvidia smashing its quarter earnings (3:58), Arm filing its F-1 (26:38), how founders should vet accelerators (56:10), and more! (1:03:53) * Time stamps: (0:00) Producer Nick joins Jason (3:58) Nvidia obliterating their Q2 earnings (8:33) Crowdbotics - Get a free scoping session for your next big app idea at crowdbotics.com/twist (10:01) The earnings report's effects on stock, induced traffic, and the “sell the news” strategy (16:02) Breaking down the numbers and the market cap chart (21:31) Overcorrection in big tech companies, the rolling recession, and Nvidia as a momentum stock (25:07) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (26:38)Arm filing its F-1 and SoftBank's deal with Vision Fund (34:39) Arm's business model and the risks of whale customers (37:53) Fitbod - Get 25% off at https://fitbod.me/twist (39:22) Arm China's risk to Arm (46:17) The role of startup accelerators (49:36) The constant complaints about YC valuations on YC demo day (53:40) How raising at too high a valuation can lead to getting caught in a valuation trap (56:10) The Fulcrum venture accelerator “scam” and how founders should vet accelerators (1:03:53) The greatest bag securer of all time! (1:13:41) Ryan Breslow's “corporate wrongdoing” * Read LAUNCH Fund 4 Deal Memo: https://www.launch.co/four Apply for Funding: https://www.launch.co/apply Buy ANGEL: https://www.angelthebook.com Great recent interviews: Steve Huffman, Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast
In this episode, Director of Corporate Finance Stephen Barnett dives into Softbank's $100bn Vision Fund.Here's what you can expect:- The history of Softbank and the creation of the Vision fund- How the size of the fund changed venture capital – and not necessarily for the good- WeWork as a case study for the venture boom- The impact of higher interest rates and market drawback on Softbank- Where this leaves us in the summer of 2023Free daily newsletter https://bit.ly/3Oeu4WkFree Finance Accelerator simulation https://bit.ly/3GoyV5r Hosted on Acast. See acast.com/privacy for more information.
Chinese property developer Country Garden suspends bond trading as an escalating debt crisis sends shares to a record low and the broader equity market into the red. Goldman Sachs says it expects a Fed rate cut in Q2 next year, while earnings season turns to the big-box retailers this week for clues on the state of the economy. Litigation mounts at UBS as Credit Suisse retail investors prepare to lodge a fresh legal claim against the Swiss lender's rushed rescue as soon as today. And Softbank is reportedly in talks to buy Vision Fund's 25 percent stake in chip design company Arm, ahead of its Nasdaq listing next month.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Japanese investment giant SoftBank reports another quarterly net loss even as its Vision Fund returns to profitability. Credit rater Moody's sounds a note of caution on the U.S. banking industry, downgrading some regional lenders. Keith Collins hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices
The Twenty Minute VC: Venture Capital | Startup Funding | The Pitch
Marcelo Claure is the Founder & CEO of Claure Group, a multi-billion-dollar global investment firm. He is the Executive Chairman and Managing Partner of Bicycle Capital, a $500M Latin America-focused growth equity fund, and was appointed Chairman in Latin America of SHEIN, the global #1 on-demand fashion company in the world. Claure was also the CEO of SoftBank Group International where he launched SoftBank's $8B Latin America Funds, and had direct oversight for SoftBank's operating companies. As an entrepreneur, Marcelo built Brightstar from a small local distributor to the world's largest global wireless distribution and services company. In addition, Claure led the turnaround of US wireless telecommunications company Sprint and helped orchestrate its US$195 billion merger with T-Mobile. Shu Nyatta is the founder of Bicycle Capital. Before Bicycle, Shu was most recently a Managing Partner at SoftBank Group International, where he launched and managed two separate funds - the SoftBank Latin America Fund and the Opportunity Fund for early-stage investments in US-based founders-of-color. In the first part of his SoftBank career, Shu was a founding Partner of SoftBank's Vision Fund. Several companies have retained him on their boards as an independent board member following his departure from SoftBank, including Lemonade (NYSE: LMND), Kavak and Tribal Credit. Shu also serves on the board of Endeavor Global - the leading global community of, by and for high-impact entrepreneurs. In Today's Episode Featuring Bicycle Capital We Discuss: 1. From Deploying $10BN at Softbank to Founding Bicycle Capital: What was the founding moment for Marcelo and Shu in the founding of Bicycle? What does Shu believe is Marcelo's superpower? How has working with Marcelo changed the way he thinks? Why does Marcelo believe that he is not a good investor? How does Shu make him better, specifically? 2. Lessons from Investing $10BN at Softbank: What are 1-2 of the biggest lessons from investing $10BN over the last few years at Softbank? How did missing OpenAI and Nubank impact how Shu and Marcelo think and invest today? Why was losing $150M on Softbank's FTX investment, the biggest lesson of Marcelo's career? What are Marcelo and Shu doing differently at Bicycle, having seen how it went at Softbank? 3. The Venture World is Changing: Why do Marcelo and Shu believe the world of venture is changing? How is it changing most? Why are founders going directly to LPs to raise rounds today, over going to VCs? Do Marcelo and Shu believe that many VCs provide value? Who will win in the next 10 years of venture? Who will lose? Why do Marcelo and Shu believe you should not invest in founders that do not take your advice? Do Marcelo and Shu agree with the statement that "the best founders do not need your help"? 4. LATAM is Under Construction: It is Time to Build: What are the two reasons that the next decade will be the best ever for LATAM? What are the biggest misconceptions about the LATAM tech market? How do Marcelo and Shu answer the question of the lack of liquidity available with few M&A deals taking place and very few LATAM companies listing on the NASDAQ? How do Marcelo and Shu evaluate the withdrawal of foreign capital from LATAM tech markets? Is it good or bad? Have a load of US funds lost money on early-stage LATAM deals?
9/7/23 This week features Maura Kelly Stewart as Loch Ri ag caint faoi a shaol Labell Doherty le ceoil nua agus a grupa John Morley le spoirt Cad déarfa le Gaillimh, is funded by the Coimisiún na Meán Sound & Vision Fund. Tune in this evening from 6pm.
On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more!Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: https://kraneshares.com/klip/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information.
This Week in Startups is presented by: VEED makes it super easy for anyone (yes, you) to create great video. Filled with amazing features like templates, auto subtitles, text formatting, auto-resizing, a full suite of AI tools, and much more, VEED gives you the tools to engage your audience on any platform. Head to VEED.io to start creating incredible video content in minutes. OpenPhone. Create business phone numbers for you and your team that work through an app on your smartphone or desktop. TWiST listeners can get an extra 20% off any plan for your first 6 months at openphone.com/twist iConnections is a platform to connect and meet with elite capital allocators through their online platform and bespoke events. The first 25 VC funds to sign up for iConnections Miami 2024 event in January of next year will receive a 20% discount! Head to iConnections.io/twist to sign up today! * Today's show: Brad Gerstner and Mubadla's Ibrahim Ajami join Jason as they discuss their first impressions of the UAE (1:33). They then converse about how the UAE is attracting startup talent, unclogging the capital allocator log jam, and investing in relationships (19:43)! Follow Brad: https://twitter.com/altcap Follow Ibrahim: https://twitter.com/IbrahimAjami * Time stamps: (0:00) Brad and Ibrahim join Jason (1:33) First impressions of the UAE (10:25) Veed - Head to https://www.veed.io/pricing?utm_campaign=TWIS&utm_medium=Marketing&utm_source=YouTube and start creating professional-quality videos in minutes! (11:55) The story of Mubadala (19:43) Attracting talent to the UAE (26:53) OpenPhone - Get 20% off your first six months at https://openphone.com/twist (28:21) The shifting perspective of the UAE and the opportunity it presents (35:07) The level of curiosity in Abu Dhabi (37:02) iConnections - Get 20% off iConnections Miami 2024 event at http://iconnections.io/twist (38:21) Adjusting to the changing market (41:58) Mubadala's portfolio and investing in SoftBank's Vision Fund (49:40) Getting fit (56:27) Unclogging the manager log jam and the denominator problem (1:04:59) Investing in relationships (1:11:38) The progression of the UAE * Read LAUNCH Fund 4 Deal Memo & Apply for Funding Buy ANGEL Great recent interviews: Brian Chesky, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarland, PrayingForExits, Jenny Lefcourt Check out Jason's suite of newsletters: https://substack.com/@calacanis * Follow Jason: Twitter: https://twitter.com/jason Instagram: https://www.instagram.com/jason LinkedIn: https://www.linkedin.com/in/jasoncalacanis * Follow TWiST: Substack: https://twistartups.substack.com Twitter: https://twitter.com/TWiStartups YouTube: https://www.youtube.com/thisweekin * Subscribe to the Founder University Podcast: https://www.founder.university/podcast
Pre-IPO Stock Market Update - May 5, 2023 | AI cloud storage + cloud server provider partnerships, Twitter new CEO, Instacart Q1 slower gross order volume, SoftBank big portfolio losses00:32 | AI cloud storage + cloud server provider partnerships- Oracle and Microsoft are in talks for a potential agreement to rent servers to each other, aimed at addressing the shortage of computing power for their cloud customers using large-scale AI.- Oracle has found success by renting cloud servers to AI startups, as it can run complex machine-learning models more cost-effectively.- The collaboration between Oracle and Microsoft could leverage their data center connections to share GPU server capacity.01:47 | Twitter new CEO- Linda Yaccarino, the global advertising chief of NBCUniversal, has resigned to become the next CEO of Twitter, as confirmed by Elon Musk in a tweet.- Yaccarino will focus on business operations at Twitter, while Musk concentrates on product design and new technology.- Yaccarino will work to transform Twitter into an all-encompassing platform, X or X.com, and leverage her relationships with chief marketing officers globally to drive ad revenue.02:28 | Instacart Q1 slower gross order volume- Instacart experienced a Q1 growth slowdown, with gross order volume increasing by 5% to 10% compared to last year, down from 16% in 2022.- The slowdown may delay Instacart's planned public debut.- Despite the slowdown, Instacart maintains a significant market share among online grocery intermediaries.- Achieving a favorable valuation for a public listing is challenging due to slower growth.03:22 | SoftBank big portfolio losses- SoftBank's Vision Fund reported a $2.3 billion loss in the quarter ending in March, as the value of its investments in private startups declined despite some recovery in publicly listed stocks.- SoftBank Group recorded a net loss of $7.2 billion for the full fiscal year, primarily due to investment losses from the Vision Fund. - The Vision Fund holds a vast portfolio of both public and private companies, including prominent tech companies like eToro, Klarna, Devoted Health, Chime, Gopuff, Flexport, and Revolut, with a total portfolio value of $138 billion as of March 31.04:16 | Big capital raises- Runway | $100m Series D, $1.5b valuation- Flink | $100m Series D, $1.0b valuation- Redaptive | $250m Series E, $1.0b valuation- Monogram | $80m Series D, $980m valuation- Semi-tech | $73m Series C, $870m valuation05:14 | Pre-IPO stocks -4.14% for the week, S&P 500 -0.80%. - YTD pre-IPO stocks trail the S&P by about 24%.- Kraken is up 5.32% YTD. Brex is down 48%, Chime -43% and Stripe, Airtable, Epic Games, and Discord are all down over 10% plus.- Stripe and Databricks had good weeks, up 3.69% and 2.76% respectfully. Brex just got crushed this week down 32%. So did Chime down 20%. Banking crisis?www.agdillon.com --- aaron.dillon@agdillon.com
Softbank posted a record $32 billion loss at its Vision Fund tech investment arm as executives promise the company are going on the offensive on AI. But is it too little too late? Plus, character.ai has become an example for tech investors of an AI bubble – after the company raised a billion dollars without seeing any revenue. CEO Noam Shazeer talked monetization, use cases, and how they landed their partnership with Google Cloud.
Michael Ronen has gone from investor to entrepreneur and back again. During which he helped the massive Vision Fund, and raised over $100M for his own venture. His startup, Branded, has attracted financing from top-tier investors like Kreos Capital, Lurra Capital, Target Global, and Declaration Partners.
Pre-IPO Stock Market Update - Mar 17, 2023 | Tiger Global marks down pre-IPO stocks, eToro cap raise, Checkout launches debit card issuing, Tyler's Corner (Revolut, Rippling, SpaceX)00:34 | Tiger Global marked down one of its venture fund portfolio by 33%, or $23b- SoftBank Group marks down 30% Vision Fund 2 ($48b)- Preferred shares play an interesting role in this valuation processPreferred shares have a liquidation preference, meaning that the preferred shareholder is guaranteed some level of return before other shareholders lower on the cap table are paid out.02:12 | eToro secures $250M at a $3.5B valuation- The company was to go public via a SPAC but called off the deal in Jul 2022- Round was via Advanced Investment Agreement (AIA)- 2.8m total 2022 funded accounts; up 17% from 2021 and 180% from 2022- $631m total 2022 commissions; down 49% from 2021 and up 5% from 2020- $5.8 billion in assets under administration across 100 countries03:06 | Checkout.com launches virtual and physical card issuing- The company has been testing Checkout.com Issuing for a while, and millions of cards have already been created with the new service- Checkout.com customers now have an opportunity to earn interchange revenue- $40b valuation at it last primary financing round in Jan 2022 but issues a 409A in Dec 2022 at $11b04:32 | Tyler's Corner by Tyler Siconolfi- Revolut partnered with Comic Relief to make it easier for Revolut customers to donate to those living in poverty. Comic Relief is a poverty focused charity in England.- Rippling raised $500m in Series E financing in just 12 hours from Greenoaks, a long-time investor. The money was used to help Rippling's customers pay employees that did not receive paychecks due to SVB failure.- SpaceX CEO Elon Musk announced that they will perform their first orbital test flight of Starship in April and is waiting on FAA approval05:42 | Large capital raises- Stripe | $6.5b Series I, $56.5b valuation- Rippling | $500m Series E, $11.8b valuation- Adept | $350m Series B, $1.0b valuation- Prizeout | $160m Series C, $760m valuation- Paige | $20m Series D, $650m valuation06:27 | Pre-IPO stock market performance- Pre-IPO stocks were down 3.54% for the week vs the S&P 500 up by 1.36%. Not a great week- YTD pre-IPO stocks still trail the S&P by about 8.5%- OpenSea and Kraken are both up north of 20% … Stripe, Airtable, Epic Games, and Chime are all down over 20%- No big winners this week. Kraken led the pack up 0.43%. Brex was down 17% for the week. Deel was down 14%. Revolut down 6%.AG Dillon & Co venture capital funds...- AG Dillon SpaceX Pre-IPO Stock Fund = www.agdillon.com/spacex- AG Dillon Pre-IPO Equity Fund (top 15 pre-IPO stocks) = www.agdillon.com/top15Subscribe or follow...Youtube = https://www.youtube.com/channel/UCSpr_9yjBA7dhqnQexSu7LAApple Podcasts = https://podcasts.apple.com/us/podcast/this-week-in-pre-ipo-stocks/id1653598601Spotify Podcasts = https://open.spotify.com/show/2ryF1V6y712AsizaRjImOHInstagram = https://www.instagram.com/aarongdillon/Facebook = https://www.facebook.com/profile.php?id=100089996314705LinkedIn = https://www.linkedin.com/company/ag-dillon-co
In this edition, I speak with Arash Massoudi, Corporate Finance and Deals editor with the Financial Times in London, and also the co-creator of the FT's must-read newsletter on deal-making: Due Diligence.I wanted to bring Arash on to get a sense of how the world's most voracious deal-makers are viewing the global landscape: who wins and loses in a world of rising rates, deglobalization, and climate concerns.I also wanted to chat with Arash about some of the phenomenal scoops he's generated over the last decade, including Masa Son and SoftBank's Vision Fund, Elon Musk and the “funding secured” fiasco, the rise of sports as an investment vertical, and many others. With his eye for a scoop, I wanted to see if we might get a bead on where the next big story might pop.Given his role launching Due Diligence and Scoreboard — the FT's newsletter focused on the business of sport — I wanted get into the topic of newsletters and the rise of Substack, the significant businesses that newsletters have become in their own right, and how the medium itself shapes the production and consumption of journalistic content.Thanks, as always, for listening. I hope you enjoy this episode — and if you do, you should subscribe to the FT and the Due Diligence newsletter, and give Arash a follow on Twitter (@ArashMassoudi). And don't forget to share it with friends and colleagues.This podcast was recorded in February 2023.---Read Arash's latest stories with the FT.Sign up for FT's premium newsletter Due Diligence and Scoreboard.Follow Arash on Twitter (@ArashMassoudi).---Follow Mike on Farcaster or Twitter---Music credit: Daniel Allan, “Too Close” released on Sound. You can learn more about Daniel's community-owned DAO that underwrote his latest EP here. (Disclosure: In addition to the “Too Close” NFT, Portico's founder Michael Casey owns $OVERSTIM tokens, as well as many other music NFTs; his Sound collector profile is available here).
“Refine your value prop until it becomes a reason…the summation of a rational/emotional argument,” Flint McGlaughlin teaches in Value Proposition Power: 3 ways to intensify the force of your value proposition (https://meclabs.com/course/sessions/value-proposition-power/) (McGlaughlin is CEO of MarketingSherpa and MECLABS Institute).I thought of this lesson while reading through the podcast guest application for the latest guest on the How I Made It In Marketing podcast. She markets to physicians, a perfect example of an ideal customer that needs to hear a rational (there is scientific evidence that this works) and emotional (the human beings in your care will be helped by this) argument.You can hear how she responded to that question, along with lesson-filled stories from her career, in this episode with Laura Ayala, Vice President of Marketing and Customer Experience, Karius (https://kariusdx.com/).Karius has most recently raised $165 million from a Series B funding round led by Softbank's Vision Fund 2 and $255 million funding in total. Its liquid biopsy for infections diseases got the company named to the Forbes AI 50, a list of the most promising artificial intelligence companies. Ayala manages a team of 12 marketing and customer success professionals, along with five agencies.Stories (with lessons) about what she made in marketingSome lessons from Ayala that emerged in our discussion:No room for error in healthcare marketing (exciting terms like “new product” and “novel” actually scare doctors)Strike a balance between thoroughness and effectiveness.There is value in persistence, grit, and sticking to your convictions.The power of the story and the importance of repetition.Grit and resilience.Understand your customer and how to deliver your message effectively.Related content mentioned in this episodeE-commerce: Testing value proposition leads to 220% increase in total conversions (https://www.marketingsherpa.com/video/testing-value-proposition-conversion-increase)How I Made It In Marketing podcast (https://www.marketingsherpa.com/podcast)Healthcare Marketing Leadership: Build communities…not a customer list, walk your own path, take care of yourself (podcast episode #30) (https://www.marketingsherpa.com/article/interview/healthcare-marketing-leadership)5 mini case studies about understanding and serving the customer (https://www.marketingsherpa.com/article/case-study/understanding-what-customers-want-5-mini-case-studies)About this podcastThis podcast is not about marketing – it is about the marketer. It draws its inspiration from the Flint McGlaughlin quote, “The key to transformative marketing is a transformed marketer” from the Become a Marketer-Philosopher: Create and optimize high-converting webpages (https://meclabs.com/course/) free digital marketing course.Apply to be a guestIf you would like to apply to be a guest on How I Made It In Marketing, here is the podcast guest application – https://www.marketingsherpa.com/page/podcast-guest-application
Softbank posts a fourth consecutive quarter of losses at the investor's Vision Fund. CEO Masayoshi Son is to miss the earnings call for the fist time ever. French lender BNP Paribas reports a 9 per cent rise in full-year profits but CFO Lars Machenil tells CNBC that the macro environment remains uncertain. Q1 net loss more than doubles at Siemens Energy due to charges at its wind division Gamesa. However CEO Christian Bruch the pipeline is still strong. U.S. President Joe Biden is due to deliver his second State of the Union address and is expected to hail his landmark climate legislation but he is likely to be dogged by questions over his handling of a suspected Chinese spy balloon. And in south-eastern Turkey the death toll continues to rise after the region was hit by two massive earthquakes on Monday morning. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Tropical Storm Cheneso brings rain belt over Malawi and causes extended blackouts, Malawi registers highest number of cholera deaths, Martha Chizuma faces new lawsuit, Fredokiss joins UTM, Malawi registers new polio case, Freightliner accident injures several, CEO of Vision Fund dies, Malawi's logo branded on Spanish team football kits, Prophet Bushiri's Goshen City receives award, and much more!Thanks for tuning in!Let us know what you think and what we can improve on by emailing us at malawi@rorshok.comLike what you hear? Subscribe, share, and tell your buds.Department of Climate Change and Meteorological Services Facebook Page: https://web.facebook.com/MALAWIWEATHERUPDATE
'Tailor your consumption' and ‘consume critically' are all sentiments we use a lot over at TMS. When we are constantly bombarded by endless streams of content and social norms, what does it look like to intentionally curate your feed and critically think when confronted with problematic content on regular basis?
Misogyny, red pill and predatory advice - we saw it all in 2022, but what is the future of the gender wars in 2023? Are we finally leaving it behind? The sisters weigh in, in today's episode.
I'm here with you all as we wait for the end of Twitter together. Unless it doesn't die. In which case, I dunno. Masa Son is actually personally in hock to the Vision Fund now that all its investments have gone pear shaped. A weird end of an era for Facebook. It's not about status updates anymore. And, of course, the Weekend Longreads Suggestions.Sponsors:Storyblok.com/ridehomeLinks:Hundreds of employees say no to being part of Elon Musk's ‘extremely hardcore' Twitter (The Verge)Tweet thread on why @peterclowes left TwitterMasayoshi Son owes $4.7bn to SoftBank following tech rout (FT)End of an Era: Facebook Takes Sexuality, Religion, Address, and Politics Off of Your Profile (Gizmodo)Weekend Longreads Suggestions:Tweet thread from @MosquitoCapital on the many ways Twitter could breakNvidia RTX 4080 review: performance, for a price (The Verge)1Password wants to ditch passwords without locking you in to one platform (Fast Company)Why Big Tech Is Throwing $1 Billion at Sucking CO2 From the Air (CNET)My Mastodon handle: @ridehome@toot.communitySign up for Post: https://post.news/?r=zXrzhSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Phil Libin is on the podcast this week. Phil is a software engineer turned serial entrepreneur. He immigrated to the United States as a child from the Soviet Union and went on to build the popular note-taking app Evernote. The company grew to have more than 150 million users and a $1 billion valuation while Phil served as CEO, a position he stepped down from in 2015. He then took a detour as a venture capitalist at General Catalyst. Now he's a founder again. He's the CEO of Mmhmm, a video software business that's backed by Sequoia Capital, Soft Bank's Vision Fund and he runs a product studio called All Turtles. You're going to get inspired and learn a lot, from Phil Libin.
Our expert host, Kate Moody, is joined by some great guests to talk about the most notable fintech, financial services and banking news from the past week. This week's guests include: Tom Pope, Head of Payments and Platforms,Tink Nadya Hijazi, Global Head of Wholesale Digital Channels, HSBC Julia McColl, CPO, Chetwood Financial We cover the following stories from the fintech and financial services space: Mumsbank? Mumsnet teams up with Chetwood to launch family focused financial products in 2023 - 3:20 HSBC teams up with Oracle Netsuite for Embedded Banking Services in the US - 19:03 Adyen deepens its partnership with Tink, by adding open banking payments - 31:01 SoftBank's Vision Fund to layoff 30% of staff - 41:40 Serena William's venture capital firm leads Ugandan fintech Numida's pre-series A funding round round - 52:30 Payhawk launches business credit cards in the UK - 54:50 SEC charges Kim Kardashian for Instagram crypto promotion - 56:35 This episode is sponsored by Tink As the leading open banking platform, Tink enables the largest banks, lenders and payments providers to offer exceptional user experiences. Tink offers the best way to connect to banks across Europe, to build seamless services that can reach more than 250 million consumers. And they're already doing this for the likes of American Express, PayPal and Revolut. To get started with data-driven solutions for customer onboarding, making better risk decisions, or for instant bank payments with the highest conversion rate in the industry - visit tink.com This episode is sponsored by LinkedIn As you gear up for Autumn, you need the right people on your team to help your small business fire on all cylinders. LinkedIn Jobs is here to make it easier. Tap into the world's largest professional network with over 30 million people in the UK. Create a job post in minutes, and spread the word so your network can help you find the right people to hire. Just add the purple #Hiring frame to your LinkedIn profile. Simple tools, like screening questions, make it easy to find candidates with just the right skills and experience. It's why small businesses rate LinkedIn Jobs #1 in delivering quality hires vs leading competitors. LinkedIn Jobs helps you find the candidates you want to talk to, faster. And, you can post a job for free. Just visit Linkedin.com/FINTECH (https://business.linkedin.com/talent-solutions/cx/21/01/jobs-single-cta-11-podcast-uk?src=re-pod&trk=fintech&veh=fintech&mcid=6963291076820369422). Terms and conditions apply. Fintech Insider by 11:FS is a podcast dedicated to all things fintech, banking, technology and financial services. It's hosted by a rotation of 11:FS experts including David M. Brear, Ross Gallagher, Benjamin Ensor, and Kate Moody - as well as a range of brilliant guests. We cover the latest global news, bring you interviews from industry experts or take a deep dive into subject matters such as APIs, AI or digital banking. If you enjoyed this episode, don't forget to subscribe and please leave a review Follow us on Twitter: @fintechinsiders where you can ask the hosts questions, or email podcasts@11fs.com! Special Guests: Julia McColl, Nadya Hijazi, and Tom Pope.
J+M discuss Meta's new text-to-video tool and what the future of creativity might look like (2:59), then they break down Zuck's grand plan (14:49) before discussing what a recession might mean for startups (27:18) and SoftBank reportedly cutting 30% of its Vision Fund staff. (36:41) (0:00) J+M intro today's segments! (2:59) Meta announces text-to-video tool (13:33) OpenPhone - Get an extra 20% off any plan for your first 6 months at https://openphone.com/twist (14:49) Breaking down Zuckerberg's grand plan (21:58) Meta freezes hiring, signals that we've entered a recession (25:52) LinkedIn Marketing - Get a $100 LinkedIn ad credit at https://linkedin.com/thisweekinstartups (27:18) How a recession and big tech layoffs will impact startups (35:28) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist (36:41) SoftBank is reportedly planning to cut at least 30% of Vision Fund staff (41:29) Jason welcomes Lon Harris and the pair discuss HBO's House of the Dragon and its 10-year time jump (51:37) Warner Bros Discovery sued for allegedly misrepresenting HBO Max subscribers by 10M during the Discover / WarnerMedia merger (57:48) Favorite actors to watch doing anything, rockstars in today's world (1:03:03) CCP censors a popular film for its realistic depiction of rural life in China FOLLOW Lon: https://twitter.com/lons FOLLOW Jason: https://linktr.ee/calacanis FOLLOW Molly: https://twitter.com/mollywood Subscribe to our YouTube to watch all full episodes: https://www.youtube.com/channel/UCkkhmBWfS7pILYIk0izkc3A?sub_confirmation=1
Core inflation gauge remains stubbornly high year-over-year. Investment giant SoftBank considers launching third Vision Fund. Queen Elizabeth II lies in state in London. Danny Lewis reports. Learn more about your ad choices. Visit megaphone.fm/adchoices
0:00 Bestie intros 3:02 Where Masa and SoftBank went wrong, why VC isn't scaleable, Vision Fund impact 27:59 Metrics that signify a bubble or the top of a market 36:46 US macroeconomic picture 50:45 FBI raids Mar-a-Lago, Trump back in news Follow the besties: https://twitter.com/chamath https://linktr.ee/calacanis https://twitter.com/DavidSacks https://twitter.com/friedberg Follow the pod: https://twitter.com/theallinpod https://linktr.ee/allinpodcast Intro Music Credit: https://rb.gy/tppkzl https://twitter.com/yung_spielburg Intro Video Credit: https://twitter.com/TheZachEffect Referenced in the show: https://group.softbank/system/files/pdf/ir/presentations/2022/earnings-presentation_q1fy2022_01_en.pdf https://www.wsj.com/articles/softbank-reports-23-billion-quarterly-loss-as-tech-downturn-hits-11659940047 https://cloudedjudgement.substack.com/p/clouded-judgement-81222 https://www.wsj.com/articles/u-s-housing-affordability-in-june-was-the-worst-since-1989-11660312801 https://fred.stlouisfed.org/series/FIXHAI https://www.newyorkfed.org/microeconomics/hhdc https://twitter.com/AndrewYang/status/1556987104219090945 https://twitter.com/andrewcuomo/status/1556990308424028163 https://twitter.com/elonmusk/status/1546669610509799424 https://twitter.com/michaeljburry/status/1557934401505308672
This week we discuss build vs. buy decisions, sustaining corporate strategies and Malcolm Gladwell's WFH comments. Plus, we announce the location of the Austin Meetup on August 27th. Runner-up Titles Strategy for eating mixed nuts. Finish in a flurry Eat Dessert First It's about where you is, not where you was. We don't even own a copy of Illustrator Lost his fastball Just a paycheck It's cool to be the “turns out” person Pizza, Beer, Enjoyment McKinsey Titles, the movie Rundown App Tracking Transparency (ATT) policy blew up the digital advertising ecosystem (https://twitter.com/eric_seufert/status/1555177364081999874) Only the paranoid survive in tech: Former Intel CEO (https://www.cnbc.com/2014/02/25/only-the-paranoid-survive-in-tech-former-intel-ceo.html) Netflix Games Engaging Less Than 1 Percent of Subscribers (https://www.macrumors.com/2022/08/08/netflix-games-note-engaging-subscribers/) Gladwell's take on Work from Home (https://www.tiktok.com/t/ZTRUT8Xh6/?k=1) Relevant to your Interests Cisco Networking And Cloud Leader Todd Nightingale To Join Fastly As CEO (https://www.crn.com/news/networking/cisco-networking-and-cloud-leader-todd-nightingale-to-join-fastly-as-ceo) Aviatrix CEO On Potential Post-Broadcom VMware Layoffs And Why On-Prem Market Is ‘The Titanic Going Down' | CRN (https://www.crn.com/news/cloud/aviatrix-ceo-on-potential-post-broadcom-vmware-layoffs-and-why-on-prem-market-is-the-titanic-going-down-) Gartner: Microsoft #1 in Database Revenue; AWS Passes Oracle; Google Cloud Gains (https://clouddb.substack.com/p/gartner-microsoft-1-in-database-revenue) Amazon and iRobot Sign an Agreement for Amazon to Acquire iRobot (https://www.businesswire.com/news/home/20220804006088/en/Amazon-and-iRobot-Sign-an-Agreement-for-Amazon-to-Acquire-iRobot?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axioslogin&stream=top) Companies Disney Owns (https://www.titlemax.com/wp-content/uploads/every-company-disney-owns.jpeg) S3 Intelligent-Tiering: What It Takes To Actually Break Even (https://www.lastweekinaws.com/blog/s3-intelligent-tiering-breaking-even/) Twilio Shares Stumble as Investors Fear a Demand Slowdown (https://finance.yahoo.com/news/twilio-shares-stumble-investors-fear-213749401.html) Closing the cloud strategy technology, and innovation gap (https://www2.deloitte.com/content/dam/Deloitte/us/Documents/consulting/us-future-of-cloud-survey-report.pdf> 1 reply 4 days agoV) Cloudflare soars after beating on revenue and raising annual forecast (https://www.cnbc.com/2022/08/05/cloudflare-q2-2022-earnings-send-stock-soaring.html) Axios agrees to sell to Cox Enterprises for $525 million (https://www.axios.com/2022/08/08/axios-agrees-to-sell-to-cox-enterprises-for-525-million?utm_source=newsletter&utm_medium=email&utm_campaign=newsletter_axiosprorata&stream=top) New request for comments on improving npm security with Sigstore is now open (https://github.blog/2022-08-08-new-request-for-comments-on-improving-npm-security-with-sigstore-is-now-open/) The Billionaire's Dilemma (https://www.theatlantic.com/ideas/archive/2022/08/marc-andreessens-opposition-housing-project-nimby/671061/) Intel launches Arc Pro GPUs that are designed for workstations and pro apps (https://www.theverge.com/2022/8/8/23296836/intel-arc-pro-gpu-workstations-mobile-specs) AI systems can't patent inventions, US federal circuit court confirms (https://www.theverge.com/2022/8/8/23293353/ai-patent-legal-status-us-federal-circuit-court-rules-thaler-dabus) AppLovin offers to buy video game software maker Unity in $17.5 bln deal (https://www.reuters.com/markets/deals/applovin-offers-buy-unity-software-2022-08-09/) How the US Postal Service reads terrible handwriting (https://www.youtube.com/watch?v=XxCha4Kez9c) SoftBank posts a $21.6 billion quarterly loss on its Vision Fund, one of the highest in its history (https://www.cnbc.com/2022/08/08/softbank-vision-fund-posts-a-21point6-billion-quarterly-loss-.html) Ac (https://acorn.io)o (https://acorn.io)rn launches from the Cloud.com and Rancher Alumni (https://acorn.io) Nonsense French Scientist's Photo of ‘Distant Star' Was Actually Chorizo (https://www.vice.com/en/article/akeemk/chorizo-james-webb-space-telescope) Sponsors Teleport — The easiest, most secure way to access infrastructure. (https://goteleport.com/?utm_campaign=eg&utm_medium=partner&utm_source=sdt) Listener Feedback Conferences Register for the SDT Austin Meetup August 27th at 6:30 PM (https://www.eventbrite.com/e/software-defined-talk-meetup-in-austin-tx-tickets-396650401027) DevOpsDays DFW (https://devopsdays.org/events/2022-dallas/welcome/), August 24-25, 2022 - Coté speaking, along with John Willis, Andrew Shafer, and friends VMware Explore 2022, August 29 – September 1, 2022 (https://www.vmware.com/explore/us.html?srccode=na_pxkba4ap4tgmb&cid=7012H000001KawVQAS) - Coté's pitch (https://twitter.com/cote/status/1551895600270016512). Coté's VMware Explore 2022 Page (https://cote.io/explore/) SpringOne Platform (https://springone.io/?utm_source=cote&utm_medium=podcast&utm_content=sdt), SF, December 6–8, 2022 THAT Conference Texas Call For Counselors (https://that.us/call-for-counselors/tx/2023/) Jan 16-19, 2023 SDT news & hype Join us in Slack (http://www.softwaredefinedtalk.com/slack). Get a SDT Sticker! Send your postal address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) and we will send you free laptop stickers! Follow us on Twitch (https://www.twitch.tv/sdtpodcast), Twitter (https://twitter.com/softwaredeftalk), Instagram (https://www.instagram.com/softwaredefinedtalk/), LinkedIn (https://www.linkedin.com/company/software-defined-talk/) and YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured). Use the code SDT to get $20 off Coté's book, (https://leanpub.com/digitalwtf/c/sdt) Digital WTF (https://leanpub.com/digitalwtf/c/sdt), so $5 total. Become a sponsor of Software Defined Talk (https://www.softwaredefinedtalk.com/ads)! Recommendations Brandon: Sea of Tranquility (https://www.audible.com/pd/Sea-of-Tranquility-Audiobook/0593551990) Coté: The Sympathizer (https://en.wikipedia.org/wiki/The_Sympathizer) Photo Credits Banner (https://unsplash.com/photos/pUa1On18Jno) CoverArt (https://unsplash.com/photos/Z9AU36chmQI)
Acquired's Ben Gilbert and David Rosenthal join the show to discuss how they think about public market investments (1:43), VC token sales (27:25), a VC market overview (45:40), the Vision Fund's impact on Silicon Valley (1:00:33), and Amazon's core pillars! (1:13:21) (0:00) Jason intros today's guests and topics: Crossover Pod with Acquired! (1:43) Private markets overview, Jay Trading, Ben's investment thesis for TSMC and Shopify (13:44) Embroker - Use code TWIST to get an extra 10% off insurance at https://Embroker.com/twist (14:52) Jason makes two live Jay Trades, better solutions for employee stock options (26:14) Dell - Apply for Dell for Startups and get an additional 10% off Dell Latitude products at https://dell.com/twist (27:25) Crypto regulation, VC token sales (39:33) Zapier - Try for free today at https://zapier.com/TWIST (41:02) The burden of going public, final ideas on digital asset regulation (45:40) Major takeaways from PitchBook's Q2 US VC Monitor: exit value collapse, deal volume down, seed not impacted as much, signs of life in the early-stage (1:00:33) Reflecting on Masa's precarious position and the impact that SoftBank's Vision Fund has had on the VC industry (1:13:21) Ranking the most impressive pillars of Amazon's business: AWS, Prime, marketplace, advertising
Jason breaks down SoftBank's Vision Fund losing $21B+ last quarter and reflects on how founders should approach raising capital from megafunds. (2:11) Then, Jason reflects on lessons learned from the tough DTC space (27:05) and gives a quick Jay Trading update! (36:17). To wrap, NutriSense CEO Alex Skryl joins J+M to break down the benefits of continuous glucose monitoring! (47:37) (0:00) Jason tees up today's solo news + founder interview! (2:11) Jason breaks down SoftBank's Vision Fund losing ~$21B+ last quarter and analyzes some clips from Masayoshi Son's investor presentation (11:31) Microsoft for Startups Hub - Apply in 5 minutes, no funding required, sign up at http://aka.ms/thisweekinstartups (12:54) Jason disagrees with Masa's new strategy and direction and explains how founders should approach raising capital by megafunds like the Vision Fund and differences between how Uber and WeWork deployed SoftBank capital (22:46) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist (24:06) Reviewing the biggest hits and misses from Vision Fund I (27:05) Lessons learned from DTC shutdowns, how VCs deploy capital in a downturn (34:45) Prometheus - Go to Prometheusalts.com or download it on the App Store and use the access code TWIST to sign up (36:17) Jay Trading update: $DIS, $AMZN, $WBD, $SFIX (47:37) Nutrisense CEO Alex Skryl joins to talk glucose monitoring benefits, biohacking, and more!
Masa Son takes another one on the chin, another record loss. The US Treasury is sanctioning a major crypto mixing service. Netflix Gaming is off to a good start or a terrible one, I can't tell. One of the streaming services is biting the dust. And since we're aware of the car industry data tracking issue, how much data is Tesla already tracking about your driving?Sponsors:Gusto.com/rideCyberSecurityInside.com/rideLinks:SoftBank plans Vision Fund job cuts after record net loss (Reuters)US Treasury sanctions cryptocurrency mixer Tornado Cash (The Block)Twilio hacked by phishing campaign targeting internet companies (TechCrunch)Nvidia warns on second-quarter revenue, shares dip (CNBC)Netflix is expanding its push into video games, but few subscribers are playing along (CNBC)HBO Max, Discovery+ to Merge Into Single Streaming Platform Starting in Summer 2023 (Variety)The Radical Scope of Tesla's Data Hoard (IEEE Spectrum)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Alex and Grace are back to cover the biggest and most interesting technology, startup and markets news. This morning was a fun mix of stuff that we don't always get to, so strap in for the following:Stocks and cryptos are mostly higher today, meaning that most listeners of the show are now richer than they were Friday. Congratulations!Coinbase earnings on the horizon, but we got word today from Palantir and SoftBank. Palantir's stock is off due to a guidance miss, while SoftBank reported massive losses from its Vision Fund efforts.Also, it turns out that SoftBank is of the perspective that startup founders are not yet willing to accept valuation cuts to bring the value of their startups in line with market conditions. That's not good.And there was a huge PE deal today, Avalara being taken over by Vista Equity Partners in a $8.4 billion deal.What else? Self-driving cars from Baidu are now taking passengers in China, Lyft is building a media business, and India is cutting back on buying Chinese smartphones.We are back Wednesday! Chat soon!Equity drops every Monday at 7 a.m. PDT and Wednesday and Friday at 6 a.m. PDT, so subscribe to us on Apple Podcasts, Overcast, Spotify and all the casts.
The CEO of SoftBank, Masayoshi Son, promised to be more disciplined with his investing after billion-dollar losses piled up in the firm's first Vision Fund. But as the market for tech stocks and startups turns downward, the firm is now finding itself in a similar position. WSJ reporter Eliot Brown joins host Zoe Thomas to discuss why SoftBank may emerge as one of the biggest losers in the tech downturn, again. Learn more about your ad choices. Visit megaphone.fm/adchoices
Stream the Apple Original series WeCrashed, starring Jared Leto and Anne Hathaway. Premieres March 18 only on Apple TV+ https://apple.co/-WeCrashedMasayoshi Son, the head of Softbank's Vision Fund, gives billions to WeWork. “Masa” has just one instruction for Adam Neumann: dream big. Adam and his company go on a spending spree. They buy up everything from companies to buildings to new homes. Big dreams can be a good thing—unless they cease to be tethered to any sense of reality.Listen ad free with Wondery+. Join Wondery+ for exclusives, binges, early access, and ad free listening. Available in the Wondery App. https://wondery.app.link/wecrashedSupport us by supporting our sponsors!IPVANISH- Head to ipvanish.com/CRASHED and use Promo Code: CRASHED to claim your 70% OFF your yearly plan!TALKSPACE- Sign up today at talkspace.com and get $100 OFF your first month with Promo Code: CRASHED!BABBEL- Go to babbel.com and use Promo Code: CRASHED for 6 MONTHS for the price of 3!MONDAY.COM- Sign up for your FREE 2 WEEK trial at monday.com/podcast!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.