All Episodes

Inside the Fastest-Growing Category in AI: Scott Wu, CEO of $26B Cognition

BlackRock's Tony Kim on AI's Next Winners? Chips, Memory, Robotics & Quantum

David Friedberg on the Economic Crisis Nobody Wants to Fix

Data is Back: MongoDB, Databricks, Snowflake

Dylan Patel, SemiAnalysis, Nebius, Glean, Legora.. 12 Hot Takes From The Biggest Names in AI

AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI

SambaNova CEO on Raising $1B at $11B: "It's a Land Grab Right Now"

Fmr SpaceX CIO Ken Venner on Elon, Gwynne, & SpaceX Playbook

Senra Systems' $65M Series B: Fixing Aerospace & Defense's Biggest Bottleneck

Andrew Feldman on Building a Chip 58x Larger Than Nvidia's

"Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch

Accel: The Quiet Firm Behind Facebook, Cursor, Nebius, Lovable, Vercel

Dylan Field on the “Permanent Underclass of Zero Taste”

Benchmark's AI Bets: Cerebras, Sierra, Legora, Fireworks, Starcloud, Gumloop..

Brian Armstrong: “Capitalism Lifts Everyone Up”

Mark Pincus: How to Build Billion-Dollar Products

What a $75 Million Airplane Actually Costs to Own

Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI

Inside Harvey AI: $11B, $300M ARR, 960 Employees, 12 Offices, 13 Trillion Tokens a Month

TBPN, Jack Altman, a16z, Now It’s Lightspeed's Media Move

SpaceX IPO: Inside the Firm That Owns 1%

Brian Singerman: "If SpaceX Didn't Work, Founders Fund Wouldn't Exist"

Inside Impulse Space's Factory with Founder Tom Mueller (Full Tour)

Why Impulse Raised $500M to Move Things in Space | President & COO Eric Romo

The Token-Maxxing Bill That Shocks Every CFO — & the Fix

Inside the Alibaba Boardroom: Jack Ma, Masa Son, Joe Tsai & Jackie Reses

Inside Marc Andreessen & Ben Horowitz's Multi-Family Office (Part II)

Commure Hits $7B Backed by GC, Sequoia, Morgan Stanley

Exclusive Interview: Coatue CIO on AI's Biggest Winners

How AWS Sold Cloud to the CIA – Teresa Carlson GCI

Uber CEO Dara Khosrowshahi

Figure’s Humanoid Factory Tour – CEO Brett Adcock

Brett Adcock, CEO of Figure

The Anduril Thesis

Skydio HQ Tour: Skydio Commits $3.5 Billion to Expand U.S. Manufacturing

Skydio Raises $110M Series F at $4.4B Valuation | CEO Adam Bry

General Catalyst's First-Ever Quarterly Review | CEO Hemant Taneja

Financial Advisors Are Cooked – Public Co-CEO on the Great Wealth Transfer

Inside the Factory Using Rocks & Sunlight to Fix AI's Power Problem | Exowatt

Max Levchin: The Interview

Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points”

Inside the AI Garage Powering the Real World

Applied Intuition: The $15B Physical AI Company (You Should Know)

How Roblox Built a Digital Economy Beneath the Games

How VCX Put Anthropic & OpenAI Into Public Markets

Inside Marc Andreessen & Ben Horowitz’s Multi-Family Office

How Reddit Went From $12M to $2.2B + Cracked Social Media Monetization

Deel Hits $1.4B+ in ARR | CEO Alex Bouaziz Shares Growth Playbook

Inside a16z’s Growth Bets on Waymo, ElevenLabs, Coinbase, Robinhood, Stripe, Revolut & Kalshi

Google closes $32B Wiz - Inside the Biggest Cybersecurity Deal Ever

Alfred Lin - The Future According to Sequoia: AI & $10T Winners

Thomas Laffont, Coatue - Anthropic, Citrini Paper, AI Volatility & Next Mag 7

Founders Fund Leads $80M B-2 Into Nominal | Trae Stephens, Cameron McCord

The $1.9B AUM LA Fund Targeting 100x Returns

From SpaceX to $1B in 15 Months: Scott Morton’s Revel Story

(Exclusive HQ Tour) Inside Opendoor on Earnings Day

Inside Opendoor: The $2.8B Bet with CEO Kaz Nejatian

Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence

Sam Altman’s Answer to Bots

Jake Paul Is Coming for VC

$4.5B Brain-Inspired AI Chip Company

Inside $6.8B+ AUM Fund Behind 80+ Public Companies, 165+ M&A

AI vs Humans: Math, Physics, KGB Psyops, UAPs | Shaun Maguire, Sequoia

Exclusive: Brex’s $5.15B Capital One Acquisition | CEO Pedro Franceschi

How Elon Builds Trillion-Dollar Companies

How AI is Reaching the Most Extreme Parts of the World

Snowflake vs Databricks: The AI Data War | CEO of $SNOW

Full Zipline Factory Tour: How a $7.6B Company Builds Drones

Zipline Raises $600M+ at $7.6B Valuation | CEO Keller Rinaudo Cliffton

I Tried Flying an Air Taxi With Archer’s CEO (Midnight Simulator)

CEO Vlad Tenev on Robinhood's Record Year (+200%, ~$100B Market Cap)

David Senra on the Founders Who Never Quit

DreamWorks & the Science of Storytelling | Jeffrey Katzenberg & ChenLi Wang, WndrCo

Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano

Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars

Inside Anduril HQ: Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA

Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO

Full Interview: Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling

Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens

Misunderstood Power: Emil Michael on the Truth About the DoW & Defense Tech

Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It

Inside General Catalyst’s $1.5B AI Roll-Up Machine

What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund

$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund

Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism

Alex Karp, CEO of Palantir: Exclusive Interview Inside PLTR Office

How Ryan Serhant Sold $20B in Real Estate with Media & AI

Alfred Lin on Airbnb, DoorDash, OpenAI & Citadel Securities

Inside Sequoia’s Strategy: Alfred Lin on Company Building & Partnering Long-term

Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy

Elad Gil, Jared Kushner & Eric Wu on AI in Business | Brain Co

Elad Gil Explains Why 90% of Startups Fail in Every Tech Cycle

Inside The $2.2B AI Research Accelerator | Turing

Base Power Raises $1B led by Addition, with Trust Ventures, Valor Equity, Thrive, Lightspeed, a16z, Altimeter, Stepstone, Elad Gil

Epirus & Galvanick CEOs on the Future of Defense & Cyberattacks

What Gets You Funded in AI: Insights from Felicis, 500 Global & Mayfield

17x Midas List VC Navin Chaddha on The 100x AI Opportunity

Joby, Dirac & Allen Control: The Future of Air, AI & Defense Tech

Factory Raises $50M from NEA, Sequoia Capital, NVIDIA, & JPMorgan

Keith Rabois: Lessons from PayPal Mafia, $OPEN, & Investing

Keith Rabois on Opendoor ($OPEN) Activist Turnaround

Klarna's IPO CEO Sebastian Siemiatkowski

EXCLUSIVE: Quantum’s SpaceX Moment? Ashlee Vance on PsiQuantum’s Moonshot

PsiQuantum’s $1B Series E, Nvidia, & the Race to 1 Million Qubits

Ashlee Vance: Stories from Elon, Palmer Luckey, Bryan Johnson & Priscilla Chan

The CEOs Behind America’s Next Frontier in Air & Sea Travel

Fired by Elon, Meta & Wendy’s, Now Raising Millions for Hello Patient

Apple in China: The Capture of the World's Greatest Company | Patrick McGee

How The Thiel Fellowship Created $750B+ In Value | Ethereum, Figma, OYO

Inside OpenAI’s $500B Valuation | Altimeter’s Largest Bet

How 8VC Builds Billion-Dollar Companies | Palantir, Addepar, Saronic

How to Build a $100M+ Cult Brand: Sophia Amoruso on Nasty Gal, Girlboss & Trust Fund

Rainmaker’s Secret AI Plan for Superintelligent Weather

How The Rarest Company On Earth Raised $75M

Nuclear Race to Power AI: Valar Atomics, Fuse, Not Boring

Carta’s Path to $500M ARR, Raising $1B, & Why PE is The Future | Henry Ward, CEO

Peter Thiel’s $50M Bet on American Nuclear Fuel, General Matter

Winning the AI Race & Reindustrialization | Christian Garrett, 137 Ventures

How Vise Hit $22B in Platform Assets, Reshaping The $83T Wealth Industry

Nat Friedman Leads $15M in Superintelligence Insurance Company | AIUC

How Palantir Is Modernizing the Military With AI

Hadrian Raises $260M Series C Led by Founders Fund & Lux Capital; A Turning Point for U.S. Manufacturing

How Brex Hit $100B+ in TPV | M&A & Road to IPO

Inside a16z’s $15M Bet on Cluely: Lead Investor Bryan Kim Reveals All

How Jack Altman Hit 100x Growth With Uncapped: AI, VC, Founders

Cluely Raises $15 Million From a16z | Roy Lee, Founder & CEO

How Browserbase Raised $67.5M to Power AI Agents & Vibe Coders

Sequoia Leads $75M Series B Into Nominal | Alfred Lin Joins Board

Nucleus Launches First Genetically Optimized Embryo

How Wander Raised $50M to Reinvent Luxury Travel

How Whop Hit $1.2B GMV Run Rate with Just 20 Engineers

How Altimeter Is Investing $100M+ Checks | Anduril, SpaceX, K2 Space

Bucky Moore Joins $30 Billion AUM Mega Fund Lightspeed

Windsurf: The Making of a Billion-Dollar AI Company

Superpower Raises $30M Series A Led by Forerunner

How Autopilot REVEALS Political Insider Trading | Chris Josephs

Base Power's $200M Series B Co-Led by Lee Fixel of Addition, A16Z, Lightspeed, & Valor Equity Partners

Delian Asparouhov: Varda’s Space Factories & Founders Fund

SpaceX, Stripe, X, Ramp, Anduril: Navigating Liquidity in Private Markets

Arielle Zuckerberg, Winning Founder Recipe: The Rizz & Tiz

Kalshi CEO Tarek Mansour - The Future of Free Markets

Taking on an $80 Billion Dollar Market with Gen Z | Dylan Diamond

Packy McCormick, Not Boring | How writing led to investing in Ramp, Scale AI, Replit, Varda

Zoom to Salesforce: How Emergence Capital Picks Billion-Dollar Winners

$688 Million AUM in 2 Years Investing in Data, AI, Web3 & Blockchain | Tomasz Tunguz

Unlocking Mental Resilience: How Spartan Race Builds Unstoppable Minds | CEO Joe De Sena

Cyan Banister & Lee Jacobs Investing in the Magically Weird | SpaceX, Uber, Anduril, Crusoe

How Lucy Guo Is Building A Creator Empire with Shaq, Kygo & Olivia Dunne | Passes

Dan Wright, CEO Armada | Trae Stephens Next Big Bet

Joshua Browder, DoNotPay | Saving Consumers $100M+ & Investing in Thiel Fellows

America's New Consumer: CPG, Sports, Four-Wall | Jason Fiedler, Left Lane Capital

Aramco of The Moon: Lunar Ice Mining For Multiplanetary Rockets | Starpath

Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work

Jeff Morris Jr, Chapter One | Difficult Market for VCs

Alex Kolicich, 8VC | AI & Defense Tech Renaissance

Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital

Molly Alter, Partner (Northzone), $4B AUM | Software for Hardware, EU vs USA, Vertical AI, VC Biases

Zamp's Series A: $14M in 15 Months

Astasia Myers, GP at Felicis, $3B AUM, AI Agents & Autopilots, New Infra Opportunities, & Roadblocks

Crunchbase Macro Update | Surprising VC Narrative Violations & AI's Big Break

Computer Science is So Hot Right Now | Grace Isford, Lux Capital

The Quiet Revolution in DNA Sequencing | Nucleus Genomics

Text-to-CAD: AI Revolutionizing Hardware Design with Jordan Noone of Zoo

John Coogan, EIR at Founders Fund, Founder of Soylent & Lucy

Are LLMs Hitting a Wall? VC Shifts Focus

Soot's $7.2M Seed Round: CEO, CTO, & Investor, Kobie Fuller

Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities

Hunter Walk, Homebrew & Screendoor

Radiant CEO Doug Bernauer on Portable Nuclear Microreactors & the Future of Clean Energy

Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse

Jared Hecht of USV, 2x Exited Founder of Fundera (Nerdwallet) & GroupMe (Skype/Microsoft)

Embracing American Dynamism to Upgrade Manufacturing Production With Oden CEO Willem Sundblad

Kyle Harrison, GP at Contrary on Techno-Optimism, Talent Vortexes, & Writing “Investing 101”

Morgan Housel: Understanding Elon Musk, Jensen Huang and Other Outliers in Tech

Chris Power, Hadrian: $10B or Zero, Revitalizing American Manufacturing

Nick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax Services

Varda's Landing, Peter Thiel, & the Future of El Segundo, Delian Asparouhov, Founders Fund

David Weisburd, 10X Capital: Finding Alpha and LP Bias

Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions

Xander Oltmann, Commodity Capital: Downfall of SaaS & Uprising of Vertically Integrated Monopolies