TP3: ⁠sim desai hiive🐝 •⁠ emily zheng pitchbook⁠⚾️📓 •⁠ vlad voroninski helm.ai 🤖🚙 •⁠ bytedance 🫦🕺🏻-- [trading places] ep.3

IPOs are overrated. secondaries are where the bodies get buried.in ep.3 of [trading places], dave mcclure & aman verjee get way too many smart people on one bad pod:emily zheng (pitchbook) — the adult in the room with $61b in us vc secondaries, step-ups, discounts, rofrs, and why ai is the only thing saving your carry.sim desai (hiive) — transparency = liquidity. kraken vs coinbase, spvs multiplying like rabbits, whales vs minnows, and how most of the market is just ai + crypto.vlad voroninski (helm.ai) — why honda & vw are betting on his adas → l4 software, why oems can’t build it themselves, and whether robo-cars actually ship before the singularity.vitaly golomb — the investor/friend translating helm.ai into vc-speak.timestamps:00:00 — [intro]00:44 — [emily zheng, pitchbook]11:24 — [interview: sim desai, hiive]46:27 — [news + tech: revolut, klarna, affirm]54:34 — [valuation corner: bytedance / tiktok]01:05:07 — [deal spotlight: helm.ai ft. vlad voroninski + vitaly golomb]find us at: www.linktr.ee/tradingplacespod [sim desai = https://x.com/SimDesai ] [emily zheng = https://x.com/EMZheng47 ] | https://www.linkedin.com/in/emzheng/ | https://www.instagram.com/bycheznails ][vlad voroninski = https://x.com/VVoroninski][vitaly golomb = https://www.linkedin.com/in/vitalyg/][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 ] subscribe for pod pain, regret, and the 137th best vc podcast.