Episodes (Page 12)
✨
Bret Taylor discusses the AI bubble, chip costs, and future of software.
✨
Donald Tang reveals SHEIN's rapid growth strategy and business operations.
Donald Tang
✨
Jeetu Mahtani discusses scaling HubSpot's sales from $3M to $1BN ARR.
Jeetu Mahtani
✨
Eric Vishria analyzes value creation in AI: chips, models, or applications.
✨
Dmitry Gurski shares Flo Health's journey from startup to $1BN valuation.
Dmitry Gurski
✨
Phil Carter outlines 7 core levers for winning at consumer subscriptions.
Phil Carter
✨
Akshay Kothari discusses Notion's 'Founder Mode' and fundraising strategies.
Akshay Kothari
✨
Shardul Shah explains why market size can be a trap in VC.
✨
Mike Hudack compares product strategies of Facebook, Monzo, and Deliveroo.
Mike Hudack
✨
David Schneider scaled ServiceNow from $100M to $5BN ARR.
✨
Sean Rad discusses scaling Tinder to become the fastest-growing social app.
Money and Marriage
✨
Nick Chirls argues VC is a broken "ponzi scheme" today.
Nick Chirls
✨
Zico Colter discusses bottlenecks in foundation model performance.
✨
Scott Gorlick details Uber's playbook for scaling to $10BN revenue.
Scott Gorlick
✨
Arvind Narayanan debunks AI scaling myths, stating more compute isn't the answer.
Arvind Narayanan
✨
Imran Khan asserts the IPO market is not closed.
Imran Khan
✨
Chad Peets explains how Snowflake built a successful sales machine.
Chad Peets
✨
Aman Narang shares five lessons from scaling Toast to $14BN market cap.
Aman Narang
✨
Aidan Gomez discusses value distribution in AI: chips, models, or applications.
Co-Founder @ Cohere
✨
Laela Sturdy discusses CapitalG's investments in Stripe, Duolingo, and UiPath.
Market Timing