EPISODE · Sep 23, 2025 · 1H 14M
TP4: Sydecar 🛵 | TikTok deal 🇺🇸🤝🇨🇳 | Netskope Stubhub Figure IPOs 📈 | xAI @ 200B💰| Stripe @ 91B 💳 | Omni Ventures ⚙️
from trading places · host Practical Venture Capital
[ trading places ] episode 4:a very bad 💩podcast about VC #secondary 2️⃣, broken unicorns 🦄💔& busted carry 😱this week in 2ndry: we talk #SPVs #KYC and #liquidity w/ nik talreja CEO @ sydecartimestamps:[ tech + vc news ]01:14 — ipo window creaks open (klarna, figma, netskope, stubhub)07:00 — tiktok deal: oracle, xi, trump10:16 — fed cuts 25bps → bullish for tech[ nik talreja interview ]13:30 — lawyer → lp → sydecar19:55 — “you can buy a barge in alaska w/ an spv”25:05 — continuation vehicles & liquidity headaches[ valuation: stripe ]58:23 — stripe vs adyen comps01:03:04 — 2021’s $100b bubble outlier[ OPP | omni ventures ]01:06:14 — sushant sharma on omni venture labs01:10:16 — exits via corp m&a → unicorn daydreams01:11:43 — unlocking alpha: niche vc thesisfind us at: [trading places podcast = www.linktr.ee/tradingplacespod][nik tarleja = https://x.com/niktalreja | https://www.linkedin.com/in/niktalreja/ ][shushant sharma = https://www.linkedin.com/in/sushantlnkd/ ] [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 ]
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TP4: Sydecar 🛵 | TikTok deal 🇺🇸🤝🇨🇳 | Netskope Stubhub Figure IPOs 📈 | xAI @ 200B💰| Stripe @ 91B 💳 | Omni Ventures ⚙️
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