Notable Guests
BB
Ben Black
1x
JP
Jen Prosek
1x
Recent Episodes
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Discussed venture capital's original model and its current challenges.
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AI is revolutionizing venture capital beyond a simple productivity tool.
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Investors favor scale for competitive advantage in large opportunities.
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Venture capital is now pouring billions into defense startups.
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AI is transforming fundraising, shifting focus from relationships to data-driven insights.
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Footwork VC is an AI-native firm, using autonomous agents for sourcing and diligence.
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AI is transforming investment firms, impacting value creation and alpha generation.
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Earlybird uses AI for alpha generation, not just time-saving.
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Rick Heitzmann discusses identifying high-growth tech-enabled business services.
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Jason Koenig built a $6.5B firm by investing in overlooked industrial assets.
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Venture capital is highly competitive and concentrated.
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AI should automate work, not just boost productivity.
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Biotech breakthroughs need better innovation systems, not just capital.
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Long-term partnerships, not transactions, drive venture capital outcomes.
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Clear branding and communication are key edges in finance.
Jen Prosek
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Managing $390B requires controlling risk and liquidity.
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Darren Fisk built a $6.5B real estate empire by acquiring units during the 2008 crisis.
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Eric Scott believes VC should focus on fundamentals, not just 'unicorns'.
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David Berry sees healthcare innovation in system reinvention, not just new drugs.
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Colin invests in frontier sectors by avoiding trends and mimetic behavior.