Episodes (Page 44)
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Jason explains his approach to writing effective VC deal memos.
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Elon Musk secures funding for Twitter buyout; Bill Ackman loses $430M on Netflix.
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Tesla reports strong Q1 earnings with positive insights from the earnings call.
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Netflix earnings decline; analysis of content strategy and subscriber loss.
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Q1 VC fundraising is high, but portfolio exits are down.
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Jack Dorsey shares candid thoughts on Twitter's board dysfunction.
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Alex Heath discusses Facebook's AR glasses plans and Twitter's takeover defense.
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Elon Musk offers to buy Twitter for $43 billion, sparking debate.
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Meta plans to take a 47.5% creator fee on its Horizons platform.
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Shopify proposes a 10-to-1 stock split, increasing CEO's control.
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Elon Musk withdraws from joining Twitter's board of directors.
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VC School discusses strategies for investing in down rounds.
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Jason discusses the startup landscape in Australia.
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Alex Campbell provides macro insights on global trends and markets.
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Acquired.FM discusses portfolio construction and Sequoia's leadership transition.
Lon Harris
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Facebook and Apple's rivalry in AR/VR and advertising is discussed.
Antonio Garcia Martinez
Zach Coelius
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Dune Analytics CEO Fredrik Haga discusses crypto on-chain analytics.
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Elon Musk acquired a 9.2% stake in Twitter, causing its stock to surge.
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VC School segment covered inbound vs. outbound deal flow and VC tactics.
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GoPuff and Fast announced significant staff layoffs.