Episodes (Page 10)
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George Sivulka discusses the under-valuation of AI companies and the future of foundation models.
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Hussein Kanji discusses the challenges of raising early-stage funds and the European VC landscape.
Hussein Kanji
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Eran Zinman details Monday.com's journey from $6M to $120M ARR and their performance marketing engine.
Eran Zinman
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Victor Riparbelli questions the continuation of scaling laws in AI model development.
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Shervin Pishevar recounts the Uber war and the evolution of venture capital.
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Mikey Shulman discusses the future of foundation models and AI consumer applications.
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Dan Gill shares Carvana's dramatic public market journey from $60BN to $400M and back.
The Biggest Opportunities
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Mike Maples outlines frameworks for evaluating startups and founders for a 10x seed fund.
Mike Maples @ Floodgate
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Matt Plank argues against sales playbooks and discusses the BS of discounting.
Matt Plank
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Daniel Dines discusses UiPath's bootstrapped growth to $10B valuation.
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Reid Hoffman shares insights on US-China tech relations and TikTok.
Nuclear Energy
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Guillaume Moubeche details bootstrapping Lempire to $30M ARR via content.
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Torsten Reil discusses Helsing's AI for defense and raising $828M.
Co-Founder @ Helsing
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Marc Benioff believes LLMs are commoditizing and reaching their limits.
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Zac Bookman shares OpenGov's journey to a $1.8BN acquisition.
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George Arison recounts Grindr's acquisition by Chinese entities and its IPO.
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Nik Storonsky outlines Revolut's path to a potential $100BN valuation.
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Guy Podjarny discusses the possibility of an AI winter and AI development.
Guy Podjarny
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Klaus Hommels challenges the concept of price sensitivity in investing.
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Discord's Jason Citron challenges conventional hiring and management wisdom.
Do Richer Founders