Episodes (Page 6)
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Databricks CRO Ron Gabrisko shares playbook for building a $3.7BN GTM engine.
Ron Gabrisko
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Carnegie Mellon's $4BN endowment investment strategy, focusing on VC and alternatives.
Miles Dieffenbach
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Benchmark's partner departures and the rise of solo GP funds are examined.
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Martin Casado on AI investment landscape, Anthropic vs. OpenAI value accrual.
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Debate on whether the Product Manager role should be eliminated.
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Lovable's $2BN valuation and $100M ARR; Cursor's $28BN valuation debated.
Anthropic Dependency Risk
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Surge AI's $1BN+ revenue achieved with no external funding is highlighted.
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Cognition CEO Scott Wu discusses the acquisition of Windsurf.
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Breakdown of the Windsurf x Google x Cognition deal and investor returns.
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Robinhood's resurgence: 58% revenue growth, $1.1B profit, stock up 4x.
Tokenizing SpaceX
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HubSpot CMO Kieran Flanagan predicts the death of growth teams.
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Daniel Gross and Nat Friedman leave VCs to join Meta's AI efforts.
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Scott Galloway discusses billionaire happiness and money's psychological impact.
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Figma's IPO details: Rule of 80, $1.5B cash, 40% margins.
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KKR's $8BN European fund and a $500M failed investment.
Philip Freise
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Notion's Kim Graves on layering enterprise sales onto PLG.
Kim Graves
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Nat Friedman and Daniel Gross join Meta, leveraging Zuck's AI budget.
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GetYourGuide raised $450M from Softbank; regrets early VC advice.
Johannes Reck
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Duolingo uses AI to build product 10x faster.
Cem Kansu
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Meta's $14.8B acquisition of Scale AI analyzed; potential customer exodus discussed.