EPISODE · Dec 5, 2025 · 38 MIN
The New VC Playbook
from Global Macro Update
Everyone worries AI will take their job. Steve Lord thinks we'll hit a bigger wall first: power. Lord is COO of Burkland Associates, which works with Andreessen Horowitz and dozens of other top VC firms. Hear about the infrastructure bottleneck facing AI, what went wrong with crypto's original promise, and Lord's advice for founders trying to raise capital in today's market.
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This episode is 38 minutes long.
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This episode was published on December 5, 2025.
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