EPISODE · Apr 14, 2026 · 59 MIN
Anthropic Passes OpenAI ($30B ARR), SpaceX Lost $5B & How EquityBee Unlocks Employee Equity | Ep. 30
from trading places · host Practical Venture Capital
Trading Places is the only VC secondary podcast on the internet. Each week, Dave McClure and Aman Verjee break down the biggest stories in venture capital, tech, and private markets — with the insider perspective most shows don't have access to.This week's guest is Oren Barzilai, founder and CEO of EquityBee — the platform that funds startup employees' stock option exercises via forward contracts, giving them access to liquidity most never see.00:00 — cold open00:45 — [ tech and vc news ] 01:28 — Iran war vs. markets 💥 03:49 — OpenAI c-suite shakeup 🪇 05:29 — Anthropic $30B ARR goes BRRR 💸 10:48 — Claude Mythos mystery 13:47 — SpaceX financials leaked 🫗 16:13 — CoreWeave deal with Anthropic & Meta 🤝18:17 — [ intvw: Oren Barzilai @ EquityBee ]18:29 — What EquityBee does 🐝 21:08 — Who uses EquityBee 👤 31:02 — How much do people sell 💰 31:41 — Which secondary stock is most in demand 🫴 34:50 — Risks and rewards of stock options ⚠️🚀42:21 — PVC + EquityBee partnership 🙌49:08 — [ valuation corner: Whoop vs. Oura ]49:14 — Whoop vs. Oura use cases 🏃♂️50:50 — Whoop ideal customer 💪 52:22 — Oura ideal customer 💍 54:57 — Whoop vs. Oura financials 🧐 57:22 — Who IPOs first? 🏁[ links: ][ invest = https://practicalvc.com ][ trading places socials = www.linktr.ee/tradingplacespod ][ oren barzilai = https://www.linkedin.com/in/orenbarzilai/ | https://x.com/orenbarzilai ][ aman verjee = https://www.linkedin.com/in/aman-verjee/ | https://x.com/amanverjee ][ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]#VentureCapital #DaveMcClure #AmanVerjee #equitybee #OrenBarzilai
What this episode covers
Trading Places is the only VC secondary podcast on the internet. Each week, Dave McClure and Aman Verjee break down the biggest stories in venture capital, tech, and private markets — with the insider perspective most shows don't have access to.This week's guest is Oren Barzilai, founder and CEO of EquityBee — the platform that funds startup employees' stock option exercises via forward contracts, giving them access to liquidity most never see.00:00 — cold open00:45 — [ tech and vc news ] 01:28 — Iran war vs. markets 💥 03:49 — OpenAI c-suite shakeup 🪇 05:29 — Anthropic $30B ARR goes BRRR 💸 10:48 — Claude Mythos mystery 13:47 — SpaceX financials leaked 🫗 16:13 — CoreWeave deal with Anthropic & Meta 🤝18:17 — [ intvw: Oren Barzilai @ EquityBee ]18:29 — What EquityBee does 🐝 21:08 — Who uses EquityBee 👤 31:02 — How much do people sell 💰 31:41 — Which secondary stock is most in demand 🫴 34:50 — Risks and rewards of stock options ⚠️🚀42:21 — PVC + EquityBee partnership 🙌49:08 — [ valuation corner: Whoop vs. Oura ]49:14 — Whoop vs. Oura use cases 🏃♂️50:50 — Whoop ideal customer 💪 52:22 — Oura ideal customer 💍 54:57 — Whoop vs. Oura financials 🧐 57:22 — Who IPOs first? 🏁[ links: ][ invest = https://practicalvc.com ][ trading places socials = www.linktr.ee/tradingplacespod ][ oren barzilai = https://www.linkedin.com/in/orenbarzilai/ | https://x.com/orenbarzilai ][ aman verjee = https://www.linkedin.com/in/aman-verjee/ | https://x.com/amanverjee ][ dave mcclure = https://www.linkedin.com/in/davemcclure | https://x.com/davemcclure ]#VentureCapital #DaveMcClure #AmanVerjee #equitybee #OrenBarzilai
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Anthropic Passes OpenAI ($30B ARR), SpaceX Lost $5B & How EquityBee Unlocks Employee Equity | Ep. 30
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