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Episode Details
EPISODE INFO
- Released
- February 16, 2026
- Duration
- 20m
- Channel
- Dalton + Michael
- Watch on YouTube
- ▶ Open ↗
EPISODE DESCRIPTION
Most people focus on predictions that were too optimistic. But some of the most interesting moments in tech are when reality completely blows past expectations. In this episode of Dalton + Michael, the two discuss times when an expectation was off in this way. Topics discussed include the investing outside of Silicon Valley, Sam Altman’s nuclear energy vision, Sam’s hiring advice, and the extent to which customers of a product care more about growth potential than cost savings. Dalton + Michael is brought to you by @Standard_Cap Dalton Caldwell on X: https://x.com/daltonc Michael Seibel on X: https://x.com/mwseibel
SPEAKERS
Dalton Caldwell
hostStartup founder and Y Combinator partner/investor focused on early-stage companies.
Michael Seibel
hostStartup founder and Y Combinator partner/executive focused on early-stage investing and company building.
EPISODE SUMMARY
In this episode of Dalton + Michael, featuring Dalton Caldwell and Michael Seibel, Shockingly Good Predictions explores Startup lessons from surprisingly right bets on markets, talent, incumbents They revisit how underestimating the US as a venture-return engine was a correctable blind spot, while noting standout international successes like India’s Groww and Razorpay.
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