
20K subscribers·51 episodes
Joe Lonsdale on AI, Defense, and American Optimism | Ep. 51
Tobi Lütke – Building Shopify and the Future of AI | Ep. 50
How AI Is Rewriting Seed Stage Investing with Kevin Hartz & Bennett Siegel | Ep. 49
Kalshi CEO Tarek Mansour on The Case for Prediction Markets | Ep. 48
Instacart Co-founder Max Mullen on Building a $10B Consumer Marketplace | Ep. 47
OpenAI COO Brad Lightcap on the Future of AI | Ep. 46
SV Angel’s Ron Conway: Silicon Valley’s Relationship Broker | Ep. 45
Building an AI-Native Software Company With Legora CEO Max Junestrand | Ep. 44
Bret Taylor on AI and the Future of Software | Ep. 42
Benchmark’s small, founder-first partnership model and AI investing philosophy
Khosla and Rabois on founder judgment, AI waves, and principles
AI-driven security and building Depthfirst to defend software ecosystems
Ben Horowitz explains how a16z scaled venture, platform, and brand
How Greylock stays durable: ethos, apprenticeship, depth, and reinvention.
Sequoia’s new stewards on conviction, craft, and outlier investing tactics
Trae Stephens on AI quests, defense tech, and VC strategy
Inside the Mind of the Investor Who Backed Josh Kushner, Peter Thiel, and Marc Andreessen | Ep. 34
Vlad Tenev on democratizing finance with AI and prediction markets
AI-driven robotics makes practical, affordable home robots suddenly achievable now
Dylan Field on AI, design craft, and building Figma’s future
The Chainsmokers on songwriting magic, AI tools, and venture mindset parallels
Coatue’s Thomas Laffont on AI cycle, venture strategy, and founders
Roelof Botha on stewardship, rigorous decisions, AI economics, future markets
Thrive Capital’s playbook for concentrated, conviction-led venture investing at scale
Ali Rowghani on miracle factories, Twitter scale, and startup saplings
Lulu Cheng Meservey on narrative arcs, aura, and founder-led comms strategy
Balaji maps four-way politics and argues for network-state exit strategy
Martin Casado on scaling VC, AI infra value, open source debates
BoxGroup’s Switzerland venture strategy: win by seeing more, earlier
Coinbase’s everything exchange vision, regulation battles, and frontier bets ahead
Code generation shifts bottleneck from writing code to landing outcomes
Dwarkesh Patel on AI timelines, learning habits, and podcasting craft
Peter Fenton on Darwinism, AI disruption, and early-stage venture craft
Vanta CEO on winning amid competition, AI shifts, and scaling culture
Mamoon Hamid on AI investing, VC cycles, and Kleiner’s revival
Vinod Khosla on AI abundance, disruption, and venture-first principles ahead
Dan Feder explains how endowments choose managers and venture exposure
Sam Altman predicts AI science breakthroughs, robots, and societal lagging adaptation
Andreessen explains venture’s barbell future, AI upheaval, and cultural power shifts
Nuclear’s slowdown, resurgence, and microreactors for defense and space
How BoxGroup scaled collaborative seed investing without changing its model
Applied Intuition CEO on hard tech, culture, and defense markets
Josh Kopelman on venture returns, scale, cycles, and discipline now
Garry Tan on founder-mode leadership, YC strategy, AI, politics insights
Elad Gil on careers, optionality, networks, and investing longevity principles
Sarah Guo on building venture firms, brand, and AI investing
High-school dropout Adam Guild on building Owner through grit, inbound, talent
Aaron Levie on enterprise AI agents, pricing, and platform neutrality