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PodParley
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover art
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Investor Stories 483: Best LP Questions from David Ulevich, Eric Ries, and Larry Cheng: Mission, Partnership Culture, and Enduring Institutions (Ulevitch, Ries, Cheng)
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512. Is SpaceX Over or Undervalued, Why Consensus Kills, How Chewy Beat Amazon, and the GameStop Saga from a Board Member (Larry Cheng)
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Investor Stories 482: Key Advice from a Top Investor and Two Unicorn Founders: Why Companies Pick Investors, Authentic Leadership, and Loving the Game (Austin, Schlacks, Demaree)
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Investor Stories 481: Lessons Learned from Centana Growth, a16z, and Emergence: Trusting Management, Spotting Original Thinkers, and Investing Before Revenue (Byunn, Ulevitch, Saper)
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511. The Future of Military Planning: Defense Tech Beyond the Bubble, AI Software as Combat Power, and the Rise of AI Wargaming (Grant Demaree)
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Investor Stories 480: The Traits of Visionary Founders: Customer Obsession, Self Disruption, and Why Love Can Be a Competitive Advantage (Dillon, Patnam, Ries)
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Investor Stories 479: Startup Lessons from Steve Blank, Seth Levine, and Ben Orthlieb: Hubris, Influence, and Founder Selection (Orthlieb, Levine, Blank)
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510. The Hyper-Scaler CEO Whisperer and Founder of the Lean Startup Movement on Incorruptible Startups, Building to Thrive and Survive, and Creating a Governance Fortress (Eric Ries)
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Investor Stories 478: Visionary Founder Lessons from Poshmark, Centana, and EquipmentShare: Love, Listening, and Leadership (Chaddha, Byunn, Schlacks)
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Investor Stories 477: Why VCs Passed on Figma, ClickUp, Uber, Pinterest, Okta, DoorDash, and Anthropic: Lessons from Investor Anti Portfolios (Ulevitch, Saper, Patnam)
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509. The Downstream Effects of SpaceX, OpenAI, and Anthropic Soaking Up $3T in the Public Market, Who Is Netscape and Who Is Google in the AI Era, and the Impact of Private Credit Redemption Requests on PE and VC (Sandesh Patnam)
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Investor Stories 476: Staying in Your Zone of Genius, Why People Change for Themselves, and The Hard Lessons of Founder Accountability (Callaghan, Schlacks, Dillon)
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Investor Stories 475: What Makes Founders Exceptional, Navigating Complex Ethical Issues, and Building with Intensity (Ortlieb, Ulevitch, Saper)
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508. Maintaining U.S. Dominance, Navigating Defense Tech, Prime Obsolence, and Why Your Startup is Likely DOA (Steve Blank)
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Investor Stories 474: Trusting Your Own Point of View, Why Conventional Wisdom Leads to Mediocrity, and Building a Personal Conviction Engine (Byunn, Levine, Dillon)
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Investor Stories 473: Speed at Legora, Intensity at Mysten, Mastery at Heights Labs — Why These Founders Stand Out (Effron, Austin, Simpson)
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507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)
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Investor Stories 472: Think Big, Stay Patient, Earn Access — Venture Advice from Foresite, Mayfield, and Blue Moon (Tananbaum, Chaddha, Orthlieb)
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Investor Stories 471: Missing Great AI Bets, Losing Conviction, and Overweighting Founders — Lessons from Redpoint, a16z, and Outside VC (Effron, Austin, Simpson)
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506. Mirage PMF, What LLMs Will Take On and What They Will Avoid, Why Outcomes Will Shift Models from Software to Services, and How Pricing Playbooks Are Being Rewritten (Jake Saper)
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Investor Stories 470: Passing on Uber, Perplexity, and Fintech's Breakout Winners — The Stories Behind the Misses (Orthlieb, Callaghan, Byunn)
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Investor Stories 469: What Visionary Leaders at Pixxel, eToro, and Founders Fund Do Differently (Mohapatra, Banks, Orlovski)
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505. The Ins and Outs of EquipmentShare's $6B IPO, The Construction Job Site in 10 Years, Where AI Thrives and Struggles to Solve Complex Problems, and Roll Ups in the VC Space (Willy Schlacks)
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Investor Stories 468: Selling Too Early, LP Pressure, and Investor Tension — Lessons from Investors at Foundry Group, Centana Growth, and Andreessen Horowitz (Levine, Byunn, Ulevitch)
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Investor Stories 467: Investors from Techstars, Redpoint, and Andreessen Horowitz on Strategy, Writing, and Building an Edge in Venture (Cohen, Effron, Simpson)
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Investor Stories 466: Jim Tananbaum, Eric Byunn, and Ben Orthlieb on the Questions LPs Should Be Asking (Tananbaum, Orthlieb, Byunn)
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504. American Dynamism: The Future of U.S. Industrials, Backing Companies with Major Production Components, Manufacturing Sovereignty, and Why Space Dominance is Critical (David Ulevitch)
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Investor Stories 465: Pricing Too Late, Selling Too Early, Investing Too Fast — Hard Lessons from Top VCs (Ramanujam, Cohen, Orlovski)
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Investor Stories 464: Anti Portfolio Confessions: Missing Twilio, Zoom, DocuSign, MongoDB, and Solana (Austin, Simpson, Chaddha)
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Investor Stories 463: Selling Transformation Not Software, Managing Through Activists and Mergers, and Scaling Culture with Intent (Agarwal, Tananbaum, Cohen)
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503. The Future of Fintech, If VC Growth Has Become a New Asset Class, and the Case For and Against Vertical Integration in the AI Age (Eric Byunn)
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Investor Stories 462: Study the Masters, Develop Your Own Eye, and Stop Outsourcing Conviction (Wang, Mohapatra, Banks)
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Investor Stories 461: Feast and Famine in Crypto, When to Take the Off Ramp, and Evaluating Founder Temperament (Simpson, Chaddha, Orthlieb)
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Investor Stories 460: The Math Behind Venture Returns, When Sizing Matters More Than Selection, and Growth Over Discounts (Wallach, Okike, Banks)
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502. A New Era For Venture: Dynamic Capitalism, Finding Alpha in the AI Cycle, Are Bubbles a Feature or a Bug, and Why the Future for America is Still Bright (Seth Levine)
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Investor Stories 459: Inside the Best LP Questions: Getting Better Over Time, Building Networks, and Driving Outcomes (Effron, Austin, Simpson)
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Investor Stories 458: Anti Portfolio Lessons: Netflix by Mail, Palantir at the Wrong Price, and the Cost of Price Sensitivity (Madera, Bussgang, Orlovski)
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Investor Stories 457: Lessons for Early Career VCs: Fiduciary Mindset, Power Law Discipline, and Personal Edge (Dash, Okike, Hudson)
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501. Spotting the Next Big Thing, Why This Cycle Is Different, Acceptable vs Unacceptable Risk, and Why Duration Is a Feature Not a Bug (Jon Callaghan)
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Investor Stories 456: Inside Visionary Leadership: Platform Leverage, Founder Adaptability, and Market Timing (Rizik, Wang, Wallach)
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Investor Stories 455: Lessons Learned: Building Investment Criteria, Missing HubSpot, and Staying True to Your Model (Madera, Agarwal, Bussgang)
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Investor Stories 454: When There Are No Good Choices: Navigating Ethical Dilemmas, Founder Splits, and Existential Company Threats (Cohen, Effron, Austin)
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500. AI Native VC, Achieving 50%+ Graduation from Seed to Series A, Why Access Is the Key to Success, and Why Network Driven Firms Can No Longer Compete (Ben Orthlieb)
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Investor Stories 453: Founder Led Capital Flywheels, Thoughtful Reserve Strategies, and Long Term Fund Design (York, Hsieh, Ramanujam)
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Investor Stories 452: Raising the Bar on Founders, What 100x Looks Like in Practice, and Why People Matter More Than Ever (Bussgang, Okike, Hudson)
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Investor Stories 451: Why I Passed: Moving Too Slowly, Misreading Return Drivers, and Passing on Lyft (Banks, Tananbaum, Cohen)
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499. A 17 Time Midas Lister on Greatness, the $6T AI Teammate Market, Why AI Sovereignty Is Critical, and Who Wins the Battle Between Incumbents and Startups (Navin Chaddha)
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Investor Stories 450. How to Succeed Early in VC: Slow Down, Commit to Relationships, and Become an Active Listener (Niehenke, York, Hilaly)
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Replay - The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
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Investor Stories 449: Exceptional Founders Up Close: Listening Over Posturing, Integrity Over Ease, and Deliberate Execution from Day One (Hsieh, Delk, Maples Jr.)
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Investor Stories 448: Hard Lessons in Investing: Mistiming Trends, Relying on Partnership Debate, and Avoiding Good Money After Bad (Hilaly, Dash, Rizik)
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Investor Stories 447: Choosing the Right VC: Understanding Value Add, Assessing Alignment, and Identifying the Best Board Partner (Jiang, Walsh, Saxena)
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498. The Crypto x AI Convergence, the Truth About Stablecoins, Tokens vs Equity, and Whether NFTs Will Make a Comeback (Arianna Simpson)
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Investor Stories 446: What Experience Teaches Investors: When to Trust Conviction, How to Read Founders, and Why Coachability Matters (Rizik, Wang, Agarwal)
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Investor Stories 445: Navigating High Stakes Conflicts: Partnership Tension, Capital Inflection Points, and the Risks of Underfunding (Terbell and Clark, Banks, Tananbaum)
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Investor Stories 444. The Biggest Misses in VC: Passing on Airbnb, Overlooking Skype, and Arriving Hours After Postman Closed (Maples, Okike, Mohapatra)
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497. Investing in Outsiders, Why Extreme Personalities Win, Weighing Timing versus Trends, and Rethinking Liquidity and Option Exercise Windows (Ethan Austin)
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Investor Stories 443. Why Great Investors Move Slowly, Go Deep, and Surround Themselves with the Right People (Hsieh, Madera, Bussgang)
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Investor Stories 442. The Habits of Exceptional Founders, From Recruiting Great Teams to Understanding Customers (Walsh, Niehenke, Hilaly)
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Investor Stories 441. How Great Leaders Build Alignment, Set the Bar High, and Learn When to Let Go (Schroepfer, Saxena, Delk)
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496. How Model Progress Shifts the Goalposts, Why The Death of Software Is Overstated, and How to Diligence Hypergrowth Without Getting Burned (Jacob Effron)
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Investor Stories 440. The Questions That Expose True Alignment, How Founders Test Investors, and Why the Hard Ones Matter Most (Wang, Banks, Cohen)
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Investor Stories 439. From Angel Bets to Scalable Platforms, The Power of Listening, and Doing the Work Yourself (York, Dash, Madera)
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Investor Stories 438. The Deals That Got Away: LinkedIn, Snowflake, and Zeitview (Jiang, Schuler, Rizik)
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495. From CTO to $500M AUM: Entry Point Discipline, Why People Matter at Every Stage, and the AI-Driven Future of Banking (Victor Orlovski)
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Investor Stories 437. Why Founders Must Hold Their Ground, Why Investors Must Break Their Rules, and How Both Survive the Chaos (Binatti, Schroepfer, Ruscio)
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Investor Stories 436. Visionary Founders, From Steve Jobs to Brian Armstrong, and the Leaders Blending Life Sciences and Technology (Schuler, Saxena, Bussgang)
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Investor Stories 435. Why Complacency Kills Momentum, The Cost of Over-Diligence, and Accepting the Limits of Control (Walsh, Wang, Hudson)
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494. The Techstars Refresh, Why Bigger Isn't Better, Investing in the Seed-Strapping Era, and Why Quantum May Dwarf Every Tech Shift (David Cohen)
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Investor Stories 434. How LPs Judge Performance, Managing Founder Conflict, and The Blind Spots Investors Must Confront (Schuler, Niehenke, Agarwal)
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Investor Stories 433. The Art of Sensing Greatness, From Analytical to Intuitive Investing, and the Case for Industry Outsiders (Hsieh, Hilaly, Maples)
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Investor Stories 432. The Pain of Passing: Missed Bets on Uber, DoorDash, and Great Founders Who Proved Them Wrong (Shapiro, York, Dash)
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493. From Data Science to Drug Design: How AI Shifts Discovery, Target Validation, and Portfolio Construction (Jim Tananbaum)
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Investor Stories 431. Level Heads Build Enduring Companies, The Power of Persistence, and Why Conviction is Everything (Saxena, Delk, Rizik)
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Investor Stories 430. Focus and Execution at Nubank, How Storytelling Wins Customers, and How Creative Partnerships Unlock Growth (Binatti, Madera, Okike)
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Investor Stories 429. Focus and Discipline in Growth, The Dangers of Rules of Thumb, and Fighting Cynicism in Venture (Stevens, Patel, Shapiro)
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492. Prioritizing Monetization: Beautifully Simple Pricing, AI Models for Profitable Growth, and Guardrails for Freemium and Expansion Tiers (Madhavan Ramanujam)
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Investor Stories 428. Trust and Integrity with LPs, What Churn Reveals About Founders, and Building True Differentiation (Ralston, Abel, Shen)
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Investor Stories 427. Balancing Growth with Profitability, Why the Customer's Pain Matters Most, and Lessons from Film Financing to Supply Chain (Jiang, Ruscio, Niehenke)
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Investor Stories 426. Investor Regrets and Hard Calls: From Tax Credit Dependence to Saying No to Zoom (Hsieh, Delk, Hilaly)
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491. How AI Reshapes LP Allocation Strategy, The Convergence of Venture and Buyout, and Permanent Shifts to Liquidity (Lara Banks)
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Investor Stories 425. Don't Rush the Process: Building Insights, Networks, and Patience Early in Your VC Career (Shen, Shapiro, Jiang)
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Investor Stories 424. The Unique Traits of Visionary Founders Backed by Gigascale, Heavybit & York IE (Schroepfer, Ruscio, York)
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Investor Stories 423. From Checklists to Leadership: Lessons from iFLY, DFJ Growth & Pismo Leaders (Shen, Schuler, Binatti)
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490. Why Foundry Isn't Raising a New Fund, Lessons from Hibernation, and the Benefits and Drawbacks of a Give First Philosophy (Brad Feld)
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Investor Stories 422: Best LP Question (Stevens, Patel, Shapiro)
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Investor Stories 421: Rewriting the Playbook (Walsh, Schroepfer, Saxena)
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Investor Stories 420: Why I Passed (Abel, Ruscio, Niehenke)
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489. Investing in the Gen AI Extraction Layer, Value Accrual in New Tech Waves, and India's Digital Currency & Identity Economy (Hemant Mohapatra)
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Investor Stories 419: Key Advice (Patel, Schuler, Walsh)
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Investor Stories 418: Visionary Founders (Shen, Shapiro, Jiang)
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Investor Stories 417: Best LP Question (Delk, Hilaly, Dash)
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488. Lessons from 600+ Investments, Founder Profiles that Win, Reserve Strategies that Drive Returns, and the Hidden Potential in Consumer Standouts (Charles Hudson)
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Investor Stories 416: Lessons Learned (Niehenke, York, Hsieh)
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Investor Stories 415: Why I Passed (Walsh, Binatti, Schroepfer)
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Investor Stories 414: Key Advice (Seides, Patil, Stevens)
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487. A 20-Year Journey from the Garage to Nine-Figure ARR, Reinventing with Every Platform Shift, Avoiding the Innovator's Dilemma, and Future-Proofing for Generative AI (Dave Link)
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Investor Stories 413: Visionary Founders (Schilling, Abel, Patel)
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Investor Stories 412: Best LP Question (Garcia, Tusk, Seides)
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Investor Stories 411: Lessons Learned (Patil, Schilling, Abel)
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486. From Power Law to Proprietary Insight: Unlocking Early-Stage Alpha, Data-Driven VC, and Building a Next-Gen Firm (Nnamdi Okike)
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Investor Stories 410: Why I Passed (Stevens, Patel, Shen)
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Investor Stories 409: Key Advice (Terbell and Clark, Schilling, Abel)
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Investor Stories 408: Visionary Founders (Seides, Ralston, Stevens)
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485. From Touring with Lady Gaga, Blink‑182, and Pharrell Williams to investing in Spotify, SpaceX, and Ripple… How an Artist Went from Tastemaker to Transformative Healthcare VC (D.A. Wallach)
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Investor Stories 407: Best LP Question (Chau, Terbell and Clark, Schilling)
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Investor Stories 406: Lessons Learned (Garcia, Tusk, Seides)
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Investor Stories 405: Why I Passed (Terbell and Clark, Patil, Schilling)
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484. Calculating the Market Size for AI, Building an "Experimentation Machine," the Bull Case for Non-Technical Founders, and the Key to PMF in the AI Age (Jeff Bussgang)
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Investor Stories 404: Disruptive Forces (Abel, Patel, Shen)
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Investor Stories 403: Key Advice (Chau, Whitmire, Garcia)
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Investor Stories 402: Visionary Founders (Yunger, Tusk, Terbell and Clark)
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483. AI Revenue-Model Transformation, Building an AI Moat, and The Arrival of Agents (Medha Agarwal)
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Investor Stories 401: Best LP Question (Chase, Boduch, Whitmire)
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482. How AI Reshapes Distribution Models, What Startups Get Wrong About Product-Led Growth, and the Real Use Case for Agents (Casber Wang)
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Investor Stories 400: Lessons Learned (Yunger, Chau, Terbell and Clark)
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481. Co-Founding Meritech, Betting Early on Facebook and Salesforce, Avoiding Shiny Objects, and Thinking Like a Public Market Investor (Paul Madera)
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Investor Stories 399: Why I Passed (Whitmire, Garcia, Tusk)
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480. The OG Seed Investor, Mike Maples Jr., on Spotting Inflection Points, Living in the Future, and Why the Best Form of Competition Is No Competition (Mike Maples)
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Investor Stories 398: Disruptive Forces (Ralston and Patil, Schilling, Stevens)
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479. Inside the LP Playbook with Venture Vanguard, Chris Rizik: What Metrics Actually Matter, How to Fix Venture's Liquidity Crisis, and Why Co-Invests Are a Trap (Chris Rizik)
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Investor Stories 397: Key Advice (Ho, Yunger, Tusk)
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478. Classical vs. Jazz Leadership, IPO Readiness & Key Metrics for a Successful Offering, Requirements for David to Beat Goliath, and Why Altman and Other Leaders are Pivoting to Open Source (Somesh Dash)
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Investor Stories 396: Visionary Founders (Chau, Whitmire, Garcia)
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477. The Biggest Misconceptions About AI Agents, Why Defensibility Doesn't Matter at Seed, and Whether the AI Center of Gravity Is Shifting to China (Aaref Hilaly)
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Investor Stories 395: Best LP Question (Upham, Ho, Yunger)
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476. Fixing Education with a Startup Mentality: The Innovative Micro Schools-Model Backed by Founders Fund, Khosla, and Sam Altman (Ryan Delk)
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Investor Stories 394: Lessons Learned (Chase, Boduch, Whitmire)
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475. Non-Dilutive Capital That's More Flexible Than Debt, Why Ruthless Prioritization Leads to Scale, and the One Ingredient That Makes a Company Investable at Any Stage (Vince Hsieh)
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Investor Stories 393: Why I Passed (Ho, Yunger, Chau)
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474. The VC Myth, AI Hype, Mastering GTM, and The Smart Approach to Capital Strategy and Achieving Startup Success (Kyle York)
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Investor Stories 392: Disruptive Forces (Garcia, Tusk, Seides)
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473. The Future of AI is Vertical, Why Vertical TAMs are Getting Exponentially Larger, and Lessons from the Sector Giants that Lead to Dominance (Alexander Niehenke)
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Investor Stories 391: Key Advice (Upham, Patil, Chase)
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472. DeepSeek's Impact on Other LLMs, AI's Effect on Software Engineering, Nvidia's Future, and the Next Wave of Developer-First Companies (Joseph Ruscio)
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Investor Stories 390: Visionary Founders (Roizen, Boduch, Ho)
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471. How AI Transforms Services into Software and Revolutionizes Enterprise SaaS (Shashank Saxena)
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Investor Stories 389: Best LP Question (von Tobel, Felesky, Patil)
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470. The Former CTO of Meta on DeepSeek, Lessons from Zuckerberg, The Next $10T Market Opportunity, and the Impact of DeepTech on Energy Costs and Climate Change (Mike Schroepfer)
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Investor Stories 388: Lessons Learned (Roizen, Upham, Ho)
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469. Overcoming the Odds: Pismo's Journey to Build API-First Banking, Fixing Finance's Broken Core, and the Future of Payments (Daniela Binatti)
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Investor Stories 387: Why I Passed (Patil, Chase, Boduch)
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468. When Product-Market-Fit Isn't Enough: The Hidden Forces Behind Brand Loyalty, Gravity, and Increasing Consumer Spend (Shamin Walsh)
144

Investor Stories 386: Disruptive Forces (Yunger, Chau, Whitmire)
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467. Lessons from Jobs, Musk, Case, and Armstrong – What It Takes to Transform Industries and Build Trillion-Dollar Companies (Barry Schuler)
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Investor Stories 385: Key Advice (Inkinen, Roizen, Boduch)
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466. Investing in xAI, Wiz, and Flexport; Masayoshi Son's Superpower; How Elon Will Win the LLM War; and Whether AI Is an Extinction-Level Event for SaaS (Kevin Jiang)
148

Investor Stories 384: Visionary Founders (Upham, Patil, Chase)
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465. The Villain Test, Lessons from an OG at Sequoia, Spotting Superstars at Seed, Mastering Follow-on, and the Future of Consumer Tech (Craig Shapiro)
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Investor Stories 383: Best LP Question (Droesch, Inkinen, Roizen)
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Investor Stories 382: Lessons Learned (von Tobel, Felesky, Patil)
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Investor Stories 381: Why I Passed (Inkinen, Roizen, Upham)
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Replay - Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
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Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)
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Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
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Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)
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464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They're Obvious (Han Shen)
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Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)
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463. Lessons from Larry Page, Why Subscriptions Won't Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel)
160

Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)
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462. The Founder and CEO of G2 on AI's Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)
162

Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)
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461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)
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Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)
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460. Why Culture is King, The Role of "Founder Mode" in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)
166

Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)
167

459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it's at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)
168

Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)
169

458. Lessons from Top Allocators, David Swensen's Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)
170

Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)
171

457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)
172

Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)
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456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark)
174

Investor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)
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455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)
176

Investor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)
177

454. Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition (David Garcia)
178

Investor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)
179

453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire)
180

Investor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)
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452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative "Takeunders" the Solution to Lina Khan's FTC Agenda (Laura Chau)
182

Investor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)
183

451. Who Wins in the Cat and Mouse Game of Cyber, Open Source's Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? (Oren Yunger)
184

Investor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)
185

450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)
186

Investor Stories 364: Disruptive Forces (Bhattacharyya, Heitzmann, von Tobel)
187

449. Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain (Eric Boduch)
188

Investor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)
189

448. Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024 (Jill Chase)
190

Investor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)
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447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)
192

Investor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)
193

446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)
194

Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)
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445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)
196

Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)
197

444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)
198

Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
199

443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
200

Investor Stories 357: Key Advice (Klein, Jensen, Edelson)
201

442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)
202

Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
203

441. ID'ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
204

Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
205

440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
206

Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)
207

439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
208

Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
209

438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
210

Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
211

437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
212

Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)
213

436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)
214

Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)
215

435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)
216

Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)
217

434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)
218

Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)
219

433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)
220

Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)
221

432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)
222

Investor Stories 346: Key Advice (Green, Beller, Jain)
223

431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
224

Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
225

430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
226

Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
227

429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
228

Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
229

428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
230

Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
231

427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
232

Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)
233

426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
234

Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
235

425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
236

Investor Stories 339: Disruptive Forces (Tully, Jones, Green)
237

424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
238

Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
239

423. The Most Interesting Diligence Process You've Ever Heard, Why Founders Aren't Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
240

Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)
241

422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
242

Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)
243

421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
244

Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
245

420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
246

Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
247

419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
248

Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
249

418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
250

Investor Stories 332: Best LP Question (Stack, Tully, Green)
251

417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)
252

Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
253

416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
254

Investor Stories 330: Key Advice (Ding, Wagner, Kaiser)
255

415. 2024 Predictions P1: A Perfect Storm for Crisis, Feast & Famine in VC, Big Tech AI vs. Startup AI, and How LLMs Become the Ultimate Accelerant & Tax on Venture (Ramy Adeeb)
256

Replay - Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
257

Investor Stories 329: Lessons Learned (Stack, Tully, Green)
258

Replay - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities Post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments (Grace Isford)
259

Replay - 1st Institutional VC Fund Raised– Key Learnings (Semil Shah)
260

Investor Stories 328: Why I Passed (Wagner, Lyman, Jones)
261

Replay - Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
262

Replay - How to Angel Invest like the Best, Part 1 & 2 (Jason Calacanis)
263

Investor Stories 327: Disruptive Forces (Ehrenberg, Duesterhoeft, Stack)
264

414. The Consumer Investing Framework, The Importance of Building a Brand, And Tactical Advice for Founders on how to find Product-Market Fit (Jon Keidan)
265

Investor Stories 326: Best LP Question (Cowgill, Neumann, Lyman)
266

413. How AI Will Transform Legacy Industries, The Bull Case for Vertical SaaS, and the Future of the Series A Market (Jules Schwerin)
267

Investor Stories 325: Why I Passed (Stack, Kaiser, Tully)
268

412. The Hierarchy of Bullsh*t, The 8 Criteria that Matter Most, Why Boiler Rooms Win, and the Key to Raising Capital (Mitchell Green)
269

Investor Stories 324: Visionary Founders (Lynn, Sigalow, Wagner)
270

411. Lessons from Liquid Death and Dollar Shave, Why X's Super-App Strategy is Flawed, Building Through Influence, and The Power of Observation (Michael Jones)
271

Investor Stories 323: Key Advice (Ehrenberg, Duesterhoeft, Lyman)
272

410. Navigating the AI Hype: Where Value Will Accrue for Investors, the Future of AI Tech Stack, and the Role of Open Source, Vector Databases, and Recommendations Engines (Tim Tully)
273

Investor Stories 322: Lessons Learned (Ding, Lynn, Kaiser)
274

409. Why the Growth Equity Model is Broken, the Playbook for Scaling in Between the Coasts, and the Verticalization of Big Data (Joe Kaiser)
275

Investor Stories 321: Disruptive Forces (Cowgill, Wagner, Lyman)
276

408. Workflow automation, LLMs impact on the Future of Work, Why Proprietary Data-Sets Will Win, How Business Models Will Change with AI, Why VCs should Focus on Revenue Growth and Not Markups (Lily Lyman)
277

Investor Stories 320: Post Mortems (Susan, Bahat, Moatti)
278

407. Lessons from Seed Investing in Snowflake and Gong, Why the Next Super-Cycle is Here and How to Invest in It, and Insights on Firm Building, Decision Making, and Talent Spotting (Peter Wagner)
279

Investor Stories 319: Best LP Question (Ehrenberg, Duesterhoeft, Lynn)
280

406. Why Good Marketing Beats Good Product, Emerging Use Cases for AI, and Tactical Advice for Founder to Build Their GTM (Rebecca Lynn)
281

Investor Stories 318: Strange & Unusual (Bannon, Lerer, Kimerling)
282

405. How to Instill a Culture of Speed, Lessons from Scaling Merge to 8000 Customers, and the Future of Software Integration (Shensi Ding)
283

Investor Stories 317: Lessons Learned (Cowgill, Ehrenberg, Zalman)
284

404. Co-Founding Greycroft with Alan Patricof & Dana Settle; Balancing Thesis Focus and Flexibility; AI Tooling vs. AI Platforms; and the Search for the Next Form Factor Amidst Smart-phone Saturation (Ian Sigalow)
285

Investor Stories 316: Why I Passed (Lerer, Duesterhoeft, Sigalow)
286

403. Can BioTech Extend Life to 150 Years? Gene Editing, and Investing in the Future of Life Sciences (Risa Stack)
287

Investor Stories 315: Visionary Founders (Cowgill, Ehrenberg, Neumann)
288

402. Are Software Businesses Defensible? What is the S curve and How to Time it, and Lessons from Investing in Snowflake, Databricks, and Confluent (Sebastian Duesterhoeft)
289

Investor Stories 314: What's Next (Kimerling, Akhund, Borumand)
290

401. Founder Vs. Investor – A debate between an Experienced Founder and the VC that Backed Her (Jerry Neumann and Elizabeth Zalman)
291

Investor Stories 313: Why I Passed (Cowgill, Ehrenberg, Neumann)
292

400. Building and Leaving the Iconic Seed Firm IA, Mastering Reserve Strategy, Investing in Sports and the Next Wave of Entertainment, and Analyzing the Pysche of Unicorn Founders (Roger Ehrenberg)
293

Investor Stories 312: Lessons Learned (Lerer, Kimerling, Akhund)
294

399. Why You Should Always Bet on The Founder, The Future of Cybersecurity, and Will AI Live up to the Hype? (John Cowgill)
295

Investor Stories 311: Why I Passed (Biederman, Kaul, Susan)
296

398. Behind the Scenes at Mercury During the SVB Crisis, Tactical Fundraising Advice for Founders, Lessons from 300+ Angel Investments (Immad Akhund)
297

Investor Stories 310: Post Mortems (Agarwal, Lerer, Kimerling)
298

397. Defying the VC Orthodox, Re-inventing Financial Services, Picking Righteousness Over Returns, and Why VCs Should be More Like Rick Rubin and Less Like Don Wilson (Dan Kimerling)
299

Investor Stories 309: Strange & Unusual (Wilk, Susan, Kaul)
300

396. Scaling Dave to IPO, How to Recruit a Word Class Team, And Predictions for the Future of FinTech (Jason Wilk)
301

Investor Stories 308: Why I Passed (Agarwal, Barnes, Kimerling)
302

395. How to Thrive in a Down Market; Investing through the AI Hype Cycle; and Consumer Exits and Key Lessons from Warby Parker, MIRROR, Casper, Allbirds, and Oscar (Ben Lerer)
303

Investor Stories 307: What's Next (Kaul, Susan, Lerer)
304

394. Scaling to Exit Without Venture Capital, Why VCs Might be Incentivizing the Wrong Type of Company Building, and How GenAI Will Shape the Future of Media Businesses
305

Investor Stories 306: Strange & Unusual (Biederman, Agarwal, Barnes)
306

393. The $40T Opportunity Investing in Physical Industries, The Framework for Investing in Hardware, and Lessons Learned from Industry Legend, Pierre Lamond (Lior Susan)
307

Investor Stories 305: Lessons Learned (Conrad, Kaul, Susan)
308

392. Cutting the 1st and Largest Check into OpenAI; Assessing Generative AI Moats, Monopolies, and Market Opportunities; and Why Now is the Right Time for ClimateTech (Samir Kaul)
309

Investor Stories 304: What's Next (Biederman, Agarwal, Barnes)
310

391. Building the Finance SuperApp, Modernizing Risk Underwriting, Revolutionizing Wealth Management, and Rocketing from Seed to Unicorn in 5 Years (Brian Barnes)
311

Investor Stories 303: Post Mortems (Tisch, Conrad, Kaul)
312

390. The $1T+ Opportunity Investing in the Physical World, Why Automation is Just Getting Started, and Raising a $1.9B Despite Macroeconomic Headwinds (Ajay Agarwal)
313

Investor Stories 302: Lessons Learned (Tarczynski, Agarwal, Barnes)
314

389. The Surprising Challenge of Launching a Venture Fund, Analyzing AI Horizontally Versus Vertically, and Why Most Companies Are Overstaffed (Rob Biederman)
315

Investor Stories 301: Lessons Learned (Zullo, Dockery, Biederman)
316

388. The True Legend, Tony Conrad, on Avoiding Attribution, The 50.1% Rule of Life, How to Invest in Red Oceans, and Why Investor Inaction is Often Best (Tony Conrad)
317

Investor Stories 300: Post Mortems (Eylath, Harrison, Pruden)
318

387. Why Now is the Best Time to be Investing in Crypto and Web3, What's Next in NFTs, and The Future of Crypto Regulation (David Pakman)
319

Investor Stories 299: Why I Passed (Tisch, Chan & Ebrahimi, Conrad)
320

386. Finding Product Market Fit As a Venture Firm, How to Identify World-Class Founders Before Anyone Else, And Debating Whether or Not Venture Has Hit The Bottom (Kyle Harrison and Eric Tarczynski)
321

Investor Stories 298: Strange & Unusual (Zullo, Shakir, Andelman)
322

385. Why AI is Still Being Underhyped, Innovating at the Hardware Layer, and Why the Future of AI is Open Source (Rodrigo Liang)
323

Investor Stories 297: What's Next (Dockery, Tisch, Harrison)
324

384. Building with a 100-Year Vision, Getting to Conviction in Canva, the Mission-Driven Mindset, and Lessons from the Legend, Bill Campbell (Wes Chan and Pegah Ebrahimi)
325

Investor Stories 296_ Lessons Learned (Shakir, Tisch, Chan & Ebrahi)
326

383. The Fallout of First Republic and SVB and its Implications on Tech, The Algorithm Behind the Midas List, and Will AI Actually Replace Journalists? (Alex Konrad)
327

Investor Stories 295: Why I Passed (Andelman, Dockery, Tarczynski)
328

382. Why Optimizing for Ownership is a Trap, The Future of Seed Investing, and The Opportunity in Consumer Social (David Tisch)
329

Investor Stories 294: What's Next (Chan & Ebrahim, Shakir, Zullo)
330

381. The Opportunity in Gen Z, Deciphering Signal From the Noise in Generative AI, and The Future of Work (Rex Woodbury)
331

380. The Lux Capital Playbook, Deeptech and The Application Layer, and What the Future Holds for Digital Health (Deena Shakir)
332

Investor Stories 293: Post Mortems (Andelman, Chan & Ebrahi, Liang)
333

Investor Stories 292: Lessons Learned (Zullo, Shakir, Pruden)
334

379. 85% Graduation from Seed to Series A, SaaS Metric Mastery, The Right Time to Stop Founder-Led Sales, and Advice for Emerging Managers (Jim Andelman)
335

Investor Stories 291: Why I Passed (Ross, Shakir, Zullo)
336

378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)
337

Investor Stories 290: What's Next (Andelman, Hershenson, Pruden)
338

377. From Special Forces to Leading Aleo, The Bull Case for Crypto and Web 3, and The Future of the Internet (Alex Pruden)
339

Investor Stories 289: Post Mortems (Schlacks, Hershenson, Zullo)
340

376. Architecting a Thesis-Driven Philosophy, Why There's Riches in Niches, How Founder-Market Fit is Changing, and Building the Largest Community of Emerging Managers (Rick Zullo)
341

Investor Stories 288: Strange & Unusual (Eylath, Ross, Hershenson)
342

375. Founding Unicorn Startup Alloy, How to Scale a Go To Market Strategy, and The Next 10 Years in FinTech (Laura Spiekerman)
343

Investor Stories 287: Lessons Learned (Ross, Viswanathan, Alon)
344

374. Key Drivers in Cloud and Security, Wiz's Unconventional GTM Decision, Insights on Earnings Predictability, and Lessons from Datadog, Discord, Slack and Coalition (Shardul Shah)
345

Investor Stories 286: Why I Passed (Lefcourt, Hershenson, Viswanathan)
346

373. Bootstrapping to a Billion Dollar Exit, The History of Options Trading, Competing Against Robinhood, and How to Build a Brokerage Content Machine (Kristi Ross)
347

Investor Stories 285: Post Mortems (Draper, Lefcourt, Sugden)
348

372. The $30 Trillion Dollar Market Opportunity, Formulas for Successful Consumer Investing, and The Current Macro Environment(Dan Ahrens)
349

Investor Stories 284: What's Next (O'Malley, Viswanathan, Schlacks)
350

371. Are Founders Born or Made?, What it Takes to Raise a Series A in 2023, and Weighing the Balance of Unit Economics vs Growth (Mar Hershenson)
351

Investor Stories 283: Why I Passed (Mejia Hernandez, Wroblewski, Burnham)
352

370. Why 8VC's Incubation Model Works, the Most Unique Culture in Venture Capital, and Investing at the Intersection of PE and VC (Drew Oetting)
353

Investor Stories 282: Strange & Unusual (Viswanathan, Lefcourt, Alon)
354

369. What Consumer Founders Often Get Wrong, How to Build a Culture that Breeds Creativity, and Scaling Bark to IPO (Henrik Werdelin)
355

Investor Stories 281: Lessons Learned (Kadavy, Burnham, Hamed)
356

368. From a Bar Owner to $100M+ ARR, How an Outsider Navigated Silicon Valley, Raising through Peaks and Troughs of Hype Cycles, and How to Select $B startups at the Incorporation Stage (Oz Alon & Nadav Eylath)
357

Investor Stories 280: What's Next (Jones, Lefcourt, Viswanathan)
358

367. 2023 Predictions P2: A16Z vs. Tiger, ChatGPT vs. Google, Hot vs. Cool Sectors, and Which Big Tech Companies are Doomed (Ramy Adeeb)
359

366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
360

Investor Stories 279: Why I Passed (Nagaraj, O'Malley, Kadavy)
361

Investor Stories 278: Post Mortems (Khera, Hamed, Viswanathan)
362

365. From Founder to Forbes Midas List, Behind the Scenes of an Intro Call, Why B2B2C is Best, and Avoiding the Leaky Funnel Trap (Jenny Lefcourt)
363

Investor Stories 277: Strange & Unusual (Holiday, Liaw, Sugden)
364

Replay - The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
365

Replay - Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
366

Replay - The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
367

Investor Stories 276: Lessons Learned (Draper, Holiday, Mason)
368

Replay - The DNA of Startup Success (John Vrionis)
369

Investor Stories 275: What's Next (Borumand, Kadavy, Waliszewski)
370

364. The FTX Fallout, What's Next for Crypto and Web 3.0, and Lessons From Backing 13 IPOs (Jai Das)
371

Investor Stories 274: Why I Passed (Sarracino, Fernandez, Draper)
372

363. Building a Construction Unicorn in Missouri, Leaving Communism for Capitalism, and How to Win a Market When Everything is a Commodity (Willy Schlacks)
373

Investor Stories 273: Post Mortems (O'Malley, Burnham, Holiday)
374

362. Orchestrating a $1B+ Secondaries Purchase from NEA, Tradeoffs of Burn, Growth, and Valuation, and Winning Against Multistage Firms (Ravi Viswanathan)
375

Investor Stories 272: Strange & Unusual (Sands, Hamed, Draper)
376

361. Valuation Inflation, the IPO Pause and What that Means for M&A, If Twitter is in Better Hands, and How to Construct a Successful Board (Eric Liaw)
377

Investor Stories 271: Lessons Learned (Khera, O'Malley, Mejia Hernandez)
378

360. Stories, Advice, and Leveraging 35 Years of Startup Board Experience (Brad Feld)
379

Investor Stories 270: What's Next (Foxe Blader, Zhuo, Burnham)
380

359. The 20 Year Evolution of Venture Capital, Growing a Firm with Zero Investments in Silicon Valley, and the Multi-Stage Fund Reckoning (Chris Sugden)
381

Investor Stories 269: Why I Passed (Suissa, Hamed, Saenko)
382

358. Lessons from Tim Draper on Investing in Elon, Where Theranos Went Wrong, and Why Decentralization is the Next Great Tech Frontier (Tim Draper)
383

Investor Stories 268: Post Mortems (Sankar, Rivera, Kadavy)
384

357. Swimming in the Shark Tank, How Gary Vaynerchuk Got His First Check, and Mastering Your Mindset (Matt Higgins)
385

Investor Stories 267: Strange & Unusual (Cohen, Wroblewski, Khera)
386

356. Why Most CRO Hires Don't Work, Lessons from Scaling World Class PLG Companies, and the Case for Founder-Led Sales (Victoria Treyger)
387

Investor Stories 266: Lessons Learned (Jones, Sands, Borumand)
388

355. Lessons for Raising an Inaugural Fund, How to Construct a Thesis, and The Shortcomings of the Traditional VC Model (Allan Jean-Baptiste and Marco DeMeireles)
389

Investor Stories 265: What's Next (Pantoja, Wroblewski, Mehta)
390

354. The VC Networking Playbook, Credit and Pricing Risk in New Asset Classes, and How VC Market Hype Should Impact Stage Focus and Net Buy/Sell Positions (Ali Hamed)
391

Investor Stories 264: Why I Passed (Sands, Page, Falvey)
392

353. The Current State of Venture, SaaS Growth Versus Efficiency, and Predictions for a Market Correction (Doug Pepper)
393

Investor Stories 263: Post Mortems (Jones, Lehr, Nagaraj)
394

352. The Second Wave of SaaS, Using Software to Scale a Venture Firm, and Predictions for the Future of Venture Capital (Aaron Holiday)
395

Investor Stories 262: Strange & Unusual (Zulkosky, Fernandez, O'Malley)
396

351. Founding Union Square Ventures, Driving Persistent, Top Decile Returns, How Top Founders Have Changed, and the Outlook for Web 3.0 and Data Control (Brad Burnham)
397

Investor Stories 261: Lessons Learned (Zhuo, Morgan, Achler & Iseri)
398

350. How to Maximize Investor Value for Founders, the Future of Cloud Infrastructure, and the Bull Case for Cybersecurity (Guru Chahal)
399

Investor Stories 260: What's Next (Rivera, Sarracino, Mason)
400

349. The Secrets Behind Building a 35M+ Following, Why Social is the New SEO, and How Tripscout is Creating the Super App for Travel (Konrad Waliszewski)
401

Investor Stories 259: Why I Passed (Jones, Khera, Borumand)
402

348. Future Strategies for Digital Customer Acquisition, Why to Stay Small While You Scale, and S&M Strategies at Different Customer ACV Tiers (Brian O'Malley)
403

Investor Stories 258: Post Mortems (Page, Zhuo, Sands)
404

347. Lessons from the Largest Latina Solo GP, Being Impactful Without Being an Impact Fund, and How to Use Sales Tactics for Success in VC (Samara Mejia Hernandez)
405

Investor Stories 257: Strange & Unusual (Falvey, Mehta, Kadavy)
406

346. Lessons from Scaling Braze to IPO, the Importance of the Underdog Mindset, and the Future of SaaS (Mark Ghermezian)
407

Investor Stories 256: Lessons Learned (Wroblewski, Evans, Nagaraj)
408

345. How to Maximize Return When Selling a Startup, Twitter's Terms Battle, and Why MATH Ventures is Exiting Right (Mark Achler & Mert Iseri)
409

Investor Stories 255: What's Next (Fernandez, Barrile, Saenko)
410

344. An Inside Look Into Stonks, the Democratization of Dealflow, and the Future of Startup Investing (Ali Moiz)
411

Investor Stories 254: Why I Passed (Wilkins, Mehta, Foxe Blader)
412

343. Opportunities in Market Downturns, Lessons from Lehman, Inherent Optimism in Venture, and Why Rise of the Rest Isn't Slowing Its Roll (Anna Mason)
413

Investor Stories 253: Post Mortems (Cohen, Suissa, Go)
414

342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)
415

Investor Stories 252: Strange & Unusual (Page, Kashyap, Sankar)
416

341. Competing with a16z & Sequoia at Pre-Seed, the Evolution of Accelerators, and Deciphering Signal From Noise in Web 3 (Neha Khera)
417

Investor Stories 251: Lessons Learned (Rivera, Ebinger, Saenko)
418

340. Billion $ Lessons from a Dozen Unicorns, Why Consumer VC is not Dead, How to Size a Marketplace, and What the LP Pullback means for VC Funds (Tripp Jones)
419

Investor Stories 250: What's Next (Sippel, Zulkosky, Sands)
420

339. Founding Renaissance Technologies & First Round Capital, The Origins of Idealab, Reasons Not to Grow your Fund, and How Sourcing from YC Has Changed (Howard Morgan)
421

Investor Stories 249: Why I Passed (Rivera, Levine, Mehta)
422

338. The $640B Care Economy, The Invisible Work Dilemma, and Differentiation Tips for Emerging Managers (Julie Wroblewski)
423

Investor Stories 248: Post Mortems (Borumand, Falvey, Sarracino)
424

337. Navigating Macro Headwinds, Balancing Growth v. Profitability, and How to Get in Front of the Top 1% of Founders (Nnamdi Iregbulem)
425

Investor Stories 247: Strange & Unusual (Lehr, Nagaraj, Sarracino)
426

336. The Mendoza Line in VC, Why Most Investors Fail More than they Succeed, What Founder Greatness Looks Like, and Lessons from Pitching to 500 LPs & Closing $42.6M (Nick Moran)
427

Investor Stories 246: Lessons Learned (Go, Sankar, Page)
428

335. The $2 Billion Pizza Order, The Founding Story of Grubhub, Why NPS Sucks, and How Fixer is Transforming Gig Work (Mike Evans)
429

334. A Decade at Costanoa, Where Large Multistage Funds Fail Founders, Denominator v. Numerator Effects, and Tips on Startup Selection (Greg Sands)
430

Investor Stories 245: What's Next (Kashyap, Cohen, Stojkovic, Cairo)
431

Investor Stories 244: Why I Passed (Wiener, Zhuo, Zulkosky)
432

333. Mexico's New Tech Mafia, Winning Copycat Strategies, and the Future of Fintech in LatAm (Hernán Fernández)
433

Investor Stories 243: Strange & Unusual (Suissa, Foxe Blader, Barrile)
434

332. 11 Unicorns from Seed, Quantitative Decision-Models for Selecting Investments, Thoughts on Male vs. Female Founders & Investors, and Lessons from Larry and Sergey in the Early Days of Google (Miriam Rivera)
435

Investor Stories 242: Post Mortems (Wilkins, Mehta, Saenko)
436

331. The Founding Story of NEA, The True History of Venture Capital, the Keys to an Enduring Firm Legacy, and Why the Best VC's Dare Disturb the Universe (Chuck Newhall)
437

Investor Stories 241: Lessons Learned (Pascucci, Lehr, Pantoja)
438

330. Building Unicorns from the Ground Up, Recruiting Founders from the C-Suite, and Driving Top 1% Returns with Concentration (Jed Cairo)
439

Investor Stories 240: What's Next (Nagaraj, Falvey, Page)
440

329. The $8.3T Opportunity in Procurement, How to Sell to the Fortune 500, Building a Bottoms Up Culture, and Mastering Cold Emails (Kevin Frechette)
441

Investor Stories 239: Why I Passed (Hung, Sankar, Cohen)
442

328. Why the Pacific Northwest Will Win Big, Tapping the Enterprise Talent Pool, and Investing in Apps over Infrastructure (Cameron Borumand)
443

Investor Stories 238: Strange & Unusual (Paxhia, Mehta, Zhuo)
444

327. The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics (Steve Sarracino)
445

Investor Stories 237: Post Mortems (Grayson & Holt, Kashyap, Barille)
446

326. FoodTech's Female Founders, Crossing the Chasm for Alt Proteins, and Why the Psychedelics Market isn't like Cannabis (Jenny Stojkovic)
447

Investor Stories 236: Lessons Learned (Mead, Suissa, Foxe Blader)
448

325. Finding Alpha in Emerging Managers, Common Mistakes & Pitfalls, and Sources of Differentiation (Sara Zulkosky)
449

Investor Stories 235: What's Next (Tamaseb, Ebinger, Heddleston)
450

324. Support for Ukraine, 3 Measures for Evaluating DeepTech, a 15-year Fund Horizon, and Today's Most Compelling Climate Technologies (Maryanna Saenko)
451

Investor Stories 234: Why I Passed (Requarth, Paxhia, Sippel)
452

323. Box's Go-To-Market Strategy, Building the Enterprise Sales Motion, and When to Bring on a Sales Leader (Karen Page)
453

Investor Stories 233: Strange & Unusual (Levine, Wiener, Go)
454

322. Attacking Inequality with VC, How Ecommerce Infrastructure Competes with Amazon, The Future of Hourly Work, and the Body as a Platform (Jamison Hill)
455

Investor Stories 232: Post Mortems (Sun, Foxe Blader, Mehta)
456

321. Solo Capitalist Firm Building, Supporting Founder Mental Health, and Navigating Board Dynamics (Matt Cohen)
457

Investor Stories 231: Lessons Learned (Paxhia, Wilkins, Heddleston)
458

320. Consumer Fintech, the Future of Banking, and Navigating Web 3.0 Regulation (Ryan Falvey)
459

Investor Stories 230: What's Next (Grayson & Holt, Go, Lehr)
460

319. Investing Nerdy & Early, The Story of Auth0's Seed Round, and Why You Shouldn't Leave to Start "The Right" Company (Sunil Nagaraj)
461

Investor Stories 229: Why I Passed (Libby, Larco, Kashyap)
462

318. Founding the 1st VC Index Fund, Rethinking the Future of Capital Deployment, and Advice for Emerging Managers (Marcelino Pantoja)
463

Investor Stories 228: Strange & Unusual (Luerssen, Pascucci, Ebinger)
464

317. The Rise of Supply Chain Startups, Why We're Feeling Whiplash, and What the Future Holds for Labor & Data (Santosh Sankar)
465

Investor Stories 227: Post Mortems (Hung, Requarth, Mead)
466

316. Fika's Playbook for Success, Finding Value Outside of Central Casting, and the Future of Fintech as Banks Get Unbundled (TX Zhuo)
467

315. 2022 Predictions P2: Web 3.0 Dorsey vs. Andreesen, Crypto's Killer App, Omicron's Staying Power, Which FAANG Co. Loses to Anti-Trust First (Ramy Adeeb)
468

314. 2022 Predictions P1: $100M Seed Valuations, Universe vs. Metaverse, Hottest and Coolest Sectors, Sequoia's VC Shakeup (Ramy Adeeb)
469

Investor Stories 226: Lessons Learned (Tamaseb, Mehta, Wiener)
470

313. Norwest's New $3B Fund, the Effects of VC Capital Explosion, and Scaling LinkedIn's Product 20x (Parker Barrile)
471

Investor Stories 225: What's Next (Paxhia, Sun, Suissa)
472

Replay — The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
473

Replay — Getting Smart on a New Market, Parts 1 & 2 (Charles Hudson)
474

Investor Stories 224: Why I Passed (Thakker, Nauiokas, Lehr)
475

Replay — GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
476

Replay — NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
477

Investor Stories 223: Post Mortems (Smerklo, Maughan, Larco, Wiener)
478

312. The Embedded Opportunity in Insurtech, Crypto & Web 3.0 Applications, and the Future of Fintech (Ruth Foxe Blader)
479

Investor Stories 222: Strange & Unusual (Mead, Sippel, Wilkins)
480

311. Founding DocSend, Creating a Winning PLG Motion, and Data From 1000's of Pitch Decks (Russ Heddleston)
481

Investor Stories 221: Lessons Learned (Requarth, Mehta, Levine)
482

310. Why We Invested in Urban Sky (Andrew Antonio & Nate Williams)
483

Investor Stories 220: Why I Passed (Shirota, Go, Sequeira)
484

309. The Future of Softbank and Vision Fund 2, Creative Monetization of User Growth, and Why VC's Missed on Zoom (Nagraj Kashyap)
485

Investor Stories 219: Post Mortems (Wallace, Tamaseb, Luerssen)
486

308. The Human Rolodex, How the 2021 VC Vintage will Perform, and the Importance of Partnership Dynamics (Nihal Mehta)
487

Investor Stories 218: Lessons Learned (Libby, Hung, Grayson & Holt)
488

307. Public Sector Tech, the Merits of Hyper Concentration, and Why Google is More Frightening than the NSA (Yanev Suissa)
489

Investor Stories 217: Why I Passed (Goldberg, Quinn, Maughan, Ebinger)
490

306. Selection at Day 0, Investing in Immigrants, and Navigating Founder-Problem Fit (Manan Mehta)
491

Investor Stories 216: Post Mortems (Guleri, Nauiokas, Chitnis, Perelmuter)
492

305. Identifying Stand-outs at Pre-Seed, Coaching High-Growth Leaders, and Leveling the Playing Field for Underrepresented Founders (Tony Wilkins)
493

Investor Stories 215: What's Next (Wiener, Larco, Pascucci)
494

304. IT and Enterprise Tech Investing, The Realities and Myths of PLG, and The Past and Future of NYC Tech (Jonathan Lehr)
495

Investor Stories 214: Why I Passed (Basu Trivedi, Chuang, Woodard, Sun)
496

303. Reflections From 10 Years at NextView, Dogma vs Discipline, the Importance of Effective Post Money, and Market Sizing Pitfalls (Rob Go)
497

Investor Stories 213: Post Mortems (Thakker, Libby, Paxhia, Sim)
498

302. Donating Half Your Carry, Why Open Banking is the Future, and Recruiting Outside the Bay Area (Jonathan Ebinger)
499

Investor Stories 212: Lessons Learned (Smerklo, Nauiokas, Shirota, Larco)
500

301. Raising from Family Offices, How to Differentiate as an Emerging Fund, and Common Mistakes Made by Established Firms (Eric Sippel)
501

Investor Stories 211: What's Next (Garg, Quinn, Hung, Requarth)
502

300. The Trillion $ Opportunity in Natural Gas, Building A Strategic LP-Base, and Creating a Strong LPAC (Victor Pascucci)
503

Investor Stories 210: Why I Passed (Bannon, Hsu, Rockman, Chitnis)
504

299. The Decline of Entrepreneurship in America, Systemic Inequity in Supporting Small Businesses, and the "Capital vs. Labor" Debate (Seth Levine & Elizabeth MacBride)
505

Investor Stories 209: Post Mortems (Christian, Goldberg, Conwell, Sequeira)
506

298. The $61B Cannabis Market, Overcoming Compliance and Regulation, and the Declining Social Stigma Around Cannabis (Emily Paxhia)
507

Investor Stories 208: Strange & Unusual (Grayson & Holt, Tamaseb, Hung, Larco)
508

297. How to Raise a VC Fund, The YC for Emerging Managers, and Family Office Trends (Winter Mead)
509

Investor Stories 207: Lessons Learned (Woodard, Maughan, Martino, Casnocha)
510

296. Investing in Jerusalem, Applying Helmer's 7 Powers to VC, and Writing a Business Murder Mystery (Ben Wiener)
511

Investor Stories 206: What's Next (McIntyre, Luerssen, Findley, Shirota)
512

295. Product Manager Turned Investor, Navigating Turbulence pre-IPO on Robinhood's Board, and Unique Sourcing Strategies (Vanessa Larco)
513

Investor Stories 205: Why I Passed (Warner, Torenberg, Garg, Grayson & Holt)
514

294. How to Value AI, Data Network Effects vs. Data Learning Effects, and Evolution of the VC Asset Class (Ash Fontana)
515

Investor Stories 204: Post Mortems (Collins, Quinn, Martino, Chuang)
516

293. Viva Latam Startups, Losing Talent to the U.S., and Building the Zillow of Brazil (Brian Requarth)
517

Investor Stories 203: Strange & Unusual (Goldberg, Sun, Shirota, Nauiokas)
518

292. Why Sales Cycle Determines Success, the Challenges of International Deal Diligence, and Fractional Hiring in a Post COVID World (Jonathan Hung)
519

Investor Stories 202: Lessons Learned (Wallace, Guleri, Thakker, Hirsch)
520

291. Competing with Amazon, Combatting 60% Talent Attrition, and Driving Transformation of Foundational Industries (Dayna Grayson & Rachel Holt)
521

Investor Stories 201: What's Next (Basu Trivedi, Bannister, Chitnis, Perelmuter)
522

290. The Rise of Low-Code/No-Code, How Tech is Changing Developer Roles, and the Launch of Founder-Led Venture Funds (Brian Luerssen)
523

Investor Stories 200: Why I Passed (Sim, Napier, "Mac" Conwell II, Smerklo)
524

289. Data on the Key Traits of Billion Dollar Startups with the Author of Super Founders: What Data Reveals About Billion-Dollar Startups (Ali Tamaseb)
525

Investor Stories 199: Post Mortems (Abbasi, Findley, Toney, Woodard)
526

288. Tech Competition between China, Japan, and Korea, Why IT is King in Japan, and When American Tech Should Expand to Asia (Tsune Shirota)
527

Investor Stories 198 Strange & Unusual (Christian, Rockman, Maughan, Libby)
528

287. Distribution vs. Product, Founders vs. Markets, and Winning Deals in a Hyper-Competitive Seed Market (Ben Sun)
529

Investor Stories 197: Lessons Learned (Quinn, Bonatsos, Pezeshki, Carolan)
530

286. Embedded Finance, Community-based Fintech, the Demise of Legacy Institutions, and Driving Returns with a Diversity Investment Mandate (Amy Nauiokas)
531

Investor Stories 196: What's Next (Martino , Goldberg, Bannon, Sequeira)
532

285. Non-Dilutive Financing Options, Fintech is Eating the World, Digital Asset Aggregation, and Quants Investing in VC (Billy Libby)
533

Investor Stories 195: Why I Passed (Collins, Levy Weiss, Guleri, Casnocha)
534

284. How the Generational Shift Is Affecting Food, Investing in Vertical Farming and in New Biologics, and Platform Solutions to Food Dilemmas (Spencer Maughan)
535

Investor Stories 194: Post Mortems (Hsu, Bannister, Garg, Iheagwam)
536

283. The Future of Cloud, Business Model Transitions from Subscription to Consumption, and The Shift from Technology-first to End-User Value (Dharmesh Thakker)
537

Investor Stories 193: Strange & Unusual (Woodard, Chitnis, Wallace, Smerklo)
538

282. The Future of Public Health, VC Differentiation within Life Sciences, and Preventing the Next Pandemic (Glenn Rockman)
539

Investor Stories 192: Lessons Learned (Torenberg, Gallagher, Chuang, McIntyre)
540

281. Overlooked Opportunity in EdTech, Letting the Entrepreneur Be the Guide, and Defy's Sage Program (Neil Sequeira)
541

Investor Stories 191: What's Next (Woodard, Pantoja, Bonatsos, Douglass)
542

280. The Deep Tech Revolution, Predictions for the Job Market, Crypto, and NFTs, and The Inevitabilities of the Next Decade (Guy Perelmuter)
543

Investor Stories 190: Why I Passed (Gembala, Currier, Middleton, Adeeb)
544

279. The Effect of Technology on Relationships, The 5 Indicators of a True Brand, The Appeal of Love/Hate Businesses, & the Rise of Super Apps (Nicole Quinn)
545

Investor Stories 189: Post Mortems (Dubugras, Basu Trivedi, Warner, Hirsch)
546

278. The Sustainable & Temporary Trends of COVID, The Self-Aware Founder, and Writing the Survival Guide for the Mental Aspect of Entrepreneurship (Mike Smerklo)
547

Investor Stories 188: Strange & Unusual (Bannon, Iheagwham, Findley, Martino)
548

277. Raising a Fund via General Solicitation & Twitter, The Challenges (and benefits) of Rolling Funds, and Facing the Reality of Diversity in VC (McKeever "Mac" Conwell II)
549

Investor Stories 187: Lessons Learned (Goldberg, Chitnis, Hsieh, Christian)
550

276. How COVID Has Instigated a Massive Demographic Reshuffling, Accelerating the Transformation of Retail, and Why Real Estate Will Become the Largest Consumer of Climate Tech (Brendan Wallace)
551

Investor Stories 186: What's Next (Casnocha, Yin, Sim, Guleri)
552

275. Doubling Down on Data to Discover Overlooked Founders, Teaching and Coaching CEOs, & Bullpen's Approach to Measuring Fund Success (Paul Martino)
553

Investor Stories 185: Why I Passed (Bonatsos, Pezeshki, Abbasi, Hester)
554

274. The Next Generation of Tech & Venture Capital from the Perspective of a Unicorn Founder Turned GP (Alfred Chuang)
555

Investor Stories 184: Post Mortems (Torenberg, Bannon, Carolan, Napier)
556

273. The "Three Layer Cake" Fund, How Personal Experience Drives Your Investment Lens, The Future of Tech for the Aging Population, & How a Solo GP Can Do it All (Monique Woodard)
557

Investor Stories 183: Strange & Unusual (Toney, McIntyre, Collins, Vassallo)
558

272. Staying Competitive in the Seed Fund Boom, Success Metrics at the Fund Level, and the Shifting Equilibrium of Investors and Founders (David Goldberg)
559

Investor Stories 182: Lessons Learned (Bannister, Iheagwham, Dash, Hsu)
560

271. LP Turned VC, Mistakes When Pitching to Allocators, and Managing Limited Partner Relationships (Marcelino Pantoja)
561

Investor Stories 181: What's Next (Isford, Torenberg, Collins, Iltchev)
562

270. Retail Apocalypse or Renaissance, the Commerce Evolution, and Fundraising from Corporates (Vincent Diallo)
563

Investor Stories 180: Why I Passed (Tunguz, Gallagher, Vassallo, Hirsch)
564

269. Discovering the Next Sectors of Opportunity, The Impact Platform, & The Exit Discussion (Sach Chitnis)
565

Investor Stories 179: Post Mortems (Bonatsos, Koh, Adeeb, Suster)
566

268. Breaking the Founder Stereotype, Mastering Conviction Over Zoom, & the Contrast between European and American Entrepreneurs (Maren Bannon)
567

Investor Stories 178: Strange & Unusual (Dubugras, Douglass, Clarkson, Garg)
568

267. Advice from a Unicorn Founder Turned VC, the Future of the VC Landscape for Founders & VCs, and the Founder Love Metric (Tim Guleri)
569

Investor Stories 177: Lessons Learned (Warner, Findley, Toney, Deeter)
570

266. Velocity as a Superpower, Why Contrarians Win, The Role of a Board Member, and Why Some Challenge When they Should Chill (Ed Sim)
571

Investor Stories 176: What's Next (Blank, Pezeshki, Taub, Middleton)
572

265. Maintaining a Disciplined Fund Size and Strategy, The Rise of NYC Tech, and Changes in the Exit Environment (Brian Hirsch)
573

Investor Stories 175: Why I Passed (Bannister, Carolan, Christian, Iltchev)
574

264. Starting a Fund w/ Life Savings, Why it Takes More than Just Performance to Find Success, and Sticking to Your Framework (Simeon Iheagwam)
575

Investor Stories 174: Post Mortems (McIntyre, Levy Weiss, Kerby, Hsieh)
576

263. The Founding Story of Kickstarter — Community, Competition, and Customer-Obsession (Charles Adler)
577

Investor Stories 173: Strange & Unusual (Casnocha, Bannister, Basu Trivedi, Abbasi)
578

Replay — The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
579

Replay — Dispelling Conventional Wisdom in VC (Eric Paley)
580

Investor Stories 172: Lessons Learned (Collins, Vassallo, Adeeb, Siegler)
581

262. Why I Invested in Shotcall (Thomas Gentle)
582

Investor Stories 171: What's Next (Warner, Dubugras, Currier, Napier)
583

261. The Intersection of Crypto and VC, and the Future of Digital Currency (Avichal Garg)
584

Investor Stories 170: Why I Passed (Whitney, Solivan, Douglass, Yin)
585

260. The Fund that Started on Twitter, Why Community-driven Startups Win, and Embracing the Underestimated (Lolita Taub & Jesse Middleton)
586

Investor Stories 169: Post Mortems (Pezeshki, Dash, Deeter, Vassallo)
587

259. Developer Tools, The Surge of European Tech, and Why Founder Needs Differ Across Regions (Reid Christian)
588

Investor Stories 168: Strange & Unusual (Torenberg, Gembala, Hester, Hsu)
589

258. Why I Invested in Neu (Kwame Boler)
590

Investor Stories 167: Lessons Learned (Ingersoll, Klaff, Whitney, Basu Trivedi)
591

257. Investing in First-time Founders, the Evolution of Social, the Future of Big Tech, and the Freedom of Remote Work (Niko Bonatsos)
592

Investor Stories 166: What's Next (Osterwalder, Suster, Koh, Abbasi)
593

256. A Proprietary Tool to Source Startups, The Commoditization of Capital, and the New Exit Environment (Villi Iltchev)
594

Investor Stories 165: Why I Passed (Findley, McIntyre, Clarkson, Tavel)
595

255. Launching Canada's #1 Local Classifieds Site, Kijiji, The Flourishing Canadian Tech Ecosystem, and What to Look for in Early-stage Marketplace Startups (Janet Bannister)
596

Investor Stories 164: Post Mortems (Tunguz, Isford, Casnocha, Reum)
597

254. Going Public via SPACs and PIPEs, The First Mover in Ridesharing That Lost to Uber, and Building the Online Marketplace for Used Cars, Shift (George Arison)
598

Investor Stories 163: Strange & Unusual (Warner, Adeeb, Gallagher, Carolan)
599

253. The Changing "Search Image" of Founders, Lack of Diversity = Missed Opportunity, and COVID Effects on the BLM Movement in Europe (Eric Collins)
600

Investor Stories 162: Lessons Learned (Kerby, Hester, Napier, Blank)
601

252. Decentralization of VC, Why Your Fund Size is Your Strategy, and Why Startup Formation is the Most Important Contributor to Economic Growth (Erik Torenberg)
602

Investor Stories 161: What's Next (Hsu, Vrionis, Vassallo, Hsieh)
603

251. Funding the Misunderstood Technical Founder, Self Evaluation as a Solo Capitalist, and Capital to Underwrite R&D risk vs. S&M risk (Farooq Abbasi)
604

Investor Stories 160: Why I Passed (Bechtel, Koh, Dash, Fluhr)
605

250. Industrial Innovation, Where Blitzscaling Doesn't Work, Why Sector Focus Wins, and Beginning with the End in Mind (Ty Findley)
606

Investor Stories 159: Post Mortems (Ingersoll, Douglass, Siegler, Currier)
607

249. Common Traits Shared by Top GPs, Why Underrepresented Fund Managers Will Produce Superior Returns, and SPACs vs. Direct Listings vs. IPOs (Lo Toney)
608

Investor Stories 158: Strange & Unusual (Yin, Cardamone, Levy-Weiss, Pezeshki)
609

248. Scaling Rackspace, The Evolving Responsibilities of a Venture-Backed CEO, and Confronting Big Tech Monopolies (Lanham Napier)
610

Investor Stories 157: Lessons Learned (Dubugras, Gembala, Isford, Kupor)
611

247. Leaving Kleiner Perkins to Start Defy Partners, The State of Venture in the Bay Area, and Maintaining a Beginner's Mind (Trae Vassallo)
612

Investor Stories 156: What's Next (Whitney, Carolan, Horowitz, Hester)
613

246. Agglomerators vs. Specialists, the Rise of the Solo-Capitalist, and the Importance of Founder-Investor Fit (Nikhil Basu Trivedi)
614

Investor Stories 155: Why I Passed (Klaff, Steffens, Polovets, Deeter)
615

245. Backing from Bezos, Zuckerberg, and Gates; Lessons from Reid Hoffman; and Building a Network-centric Venture Firm (Ben Casnocha)
616

Investor Stories 154: Post Mortems (Clarkson, Osterwalder, Gallagher, Blank)
617

244. Cross-Border Startup Expansion -- Lessons from 175 Companies (Stephen McIntyre)
618

Investor Stories 153: Strange & Unusual (Solivan, Hsieh, Kerby, Currier)
619

243. A Quantitative Approach to PMF, Tribe's 8 Ball for Objective Evaluation, and Approaches to Reduce Talent Biases (Jonathan Hsu)
620

Investor Stories 152: Lessons Learned (Reum, Suster, Tavel, Calacanis)
621

242. Structural Disadvantages in Venture, Investing in the "Overlooked," and Open-Sourcing the VC Fund Raise and Investment Playbook (Check Warner)
622

Investor Stories 151: What's Next (Adeeb, Dash, Neilson, Ingersoll)
623

241. Finding Markets with Long-Term Tailwinds; Macro Impacts on Venture; and Robust vs. Fragile Data (Niki Pezeshki)
624

Investor Stories 150: Why I Passed (Siegler, Isford, Vrionis, Rust)
625

240. A Blazing Fast Path to $B+; Binary Outcomes; The Fintech Revolution; and A New Approach to Employee Comp (Henrique Dubugras)
626

Investor Stories 149: Post Mortems (Gembala, Dorsey, Yin, Fluhr)
627

239. What's Next in Gaming; The True Essence of Product-Market-Fit; & Investing with an Emphasis on Retention and Engagement (Gigi Levy-Weiss)
628

Investor Stories 148: Strange & Unusual (Kupor, Koh, Tunguz, Douglass)
629

238. GP and LP Alignment, Challenges for Emerging Fund Managers, and How the Explosion in Seed Fund Volume Plays Out (Jaclyn Hester)
630

237. Advice for Founders -- Reaching out to VCs, Pitching over Zoom, and Closing Capital Amidst a Pandemic (Nick Rishwain, Hannah Konitshek, Nick Moran)
631

Investor Stories 147: Lessons Learned (Osterwalder, Clarkson, Cardamone, Polovets)
632

236. The Four Fundamentals of Investing; the Future of Micro Mobility; and Hunting Consumer Unicorns (Shawn Carolan)
633

Investor Stories 146: What's Next (Gallagher, Tavel, Deeter, Kim)
634

235. Why Corporate VC Gets a Bad Wrap; Microsoft's Fresh Approach to CVC; and Key Insights to Acquire Mass Users (Tamara Steffens)
635

234. Breaking into VC; Excelling at Goldman Sachs; and the Origin of BLCK VC (Brian Hollins)
636

Investor Stories 145: Why I Passed (Ingersoll, Ajao, Kerby, Horowitz)
637

233. Investment Decision in < 3 weeks; the Challenges and Opportunities with 3D Printing; and the Future for Industrial Automation (Kane Hsieh)
638

232. Network Effects; 9 Days Until a Funding Decision; Software as the Foundation for the Modern VC firm; and the Future of Social Media (James Currier)
639

Investor Stories 144: Post Mortems (Solivan, Klaff, Whitney, Bechtel)
640

231. Crisis Coverage w/ Ramy Adeeb - Why Facebook Should be Broken Up; SV Hype vs Returns; Amara's Law; and VC's Track Record Predicting Trends
641

230. Crisis Coverage w/ David Rabie - Finding PMF, Raising Series B, & Navigating a Startup Amidst the Pandemic
642

Investor Stories 143: Strange & Unusual (Isford, Dash, Blank, Suster)
643

229. Racism in Venture -- A White, Male VC Threatens Black & Brown Founders (featuring Taranvir Johal & Salman Elmi)
644

228. Crisis Coverage w/ Jim Douglass - Pandemic Effects on B2B SaaS and Healthcare -- Total $ Invested, Multiples, and the Exit Environment
645

Investor Stories 142: Lessons Learned (Vrionis, Yin, Franklin, Neilson)
646

227. Crisis Coverage w/ Melody Koh - Super-Technologies; The Everyday Economy; The Overlooked Working Class; and Fear of Missing Out vs. Fear of Looking Dumb
647

226. Crisis Coverage w/ Jeff Fluhr - Launching StubHub During the Dotcom Crash; Why Market Need Trumps Market Timing; Choosing B2B vs. B2C; and Why Founders Shouldn't Let VCs Decide Their Fate
648

Investor Stories 141: What's Next (Gembala, Rooke, Clavier, Reum)
649

225. Crisis Coverage w/ Sarah Tavel - Consumer Marketplace Investing; Why Aggregate GMV is a Red Herring; and Minimum Viable Happiness as the Key to Market Leadership
650

224. Crisis Coverage w/ Beezer Clarkson - Platform LP; Allocations in a Down-Market; COVID Strategy Drift; and Emerging Manager Selection
651

Investor Stories 140: Why I Passed (Osterwalder, Kupor, Cheng)
652

223. Crisis Coverage w/ Byron Deeter - Why This is the Seminal Moment for Cloud and Lessons from 19 Unicorn Investments
653

Investor Stories 139: Post Mortems (Cardamone, Kim, Calacanis)
654

222. Crisis Coverage w/ Leah Solivan - Building TaskRabbit in a Recession; COVID Effects on the Independent/Gig Economy; and Key Factors for Early-Stage Marketplace Success
655

221. Crisis Coverage w/ Grace Isford - GTM Playbook; Building a Career in VC; Societal Challenges and Opportunities post-COVID; and a Comprehensive Analysis of Successful GPs and Venture Investments
656

Investor Stories 138: Strange & Unusual (Ingersoll, Dorsey, Siegler)
657

220. Crisis Coverage w/ Ash Fontana - The AI Investing Playbook; Why "Dev Tools" for Data Scientists is the Next Great Opportunity; When Fund Returns Don't Fit the Power Law; and Ash's Favorite Investment Heuristic from Naval Ravikant
658

219. Crisis Coverage w/ Tomasz Tunguz - SaaS Strategies, Sector Data, and the $ Ceiling for Deals over Zoom
659

Investor Stories 137: Lessons Learned (Senkut, Glickman, Rust)
660

218. Crisis Coverage w/ Richard Kerby - Tactical Advice for Raising VC Fund 1, Why Not to "Raise the Bar", and a Framework for Startups Adjusting to COVID-19
661

217. Crisis Coverage w/ Elizabeth Yin - Investing After 1 Zoom Meeting, 2nd & 3rd Order Effects of The Virus, and Why "Market Pull" is Critical
662

Investor Stories 136: What's Next (Ajao, Klaff, Polovets)
663

216. Crisis Coverage w/ Patrick Gallagher - VC Firm Survival, How Seed Investing Scales, & A Glimpse at the Road Ahead
664

215. Crisis Coverage w/ Darren Bechtel - The Built World & Construction Tech, Post-Pandemic
665

135. Investor Stories CRAM Session: Why I Passed (Struhl, Greathouse, Wilson, Shah, Roberts, Henikoff, Heltzer, Mirabile, Brown, Feld)
666

214. Crisis Coverage w/ Somesh Dash - Late Stage Impacts & Prioritizing Mental Health
667

213. Crisis Coverage w/ Semil Shah - VC Fund Management in a Pandemic World
668

212. Crisis Coverage w/ Samir Kaji - Relief $ for Startups via CARES Act, EIDL, PPP; & How an Extended Downturn Affects Emerging VC Funds
669

211. Crisis Coverage w/ David Horowitz - How Will Corporate VC Respond?
670

210. Crisis Coverage w/ Chris Douvos - LP Lessons from '01 and '08, The Denominator Effect, Capital Calls & Fundraising in a Down Market
671

209. Crisis Coverage w/ Steve Blank - The Playbook for Startup Survival
672

208. Building a VC Franchise; The Shift to Bite-Sized Video Content; Last-Mile Attribution; & the Impact of Corona Virus Over The Next 6-12 Months (Mark Suster)
673

Investor Stories 134: Post Mortems (Vrionis, Horowitz, Banister)
674

207. Breaking Convention, Hitting The Fundraise Wall & Why Deep-tech Is Not More Capital Intensive Than Software (Ryan Gembala)
675

Investor Stories 133: Strange & Unusual (Neilson, Whitney, Rooke)
676

206. The Ultimate Testing Framework (Alex Osterwalder)
677

Investor Stories 132: Lessons Learned (Dorsey, Clavier, Fein)
678

205. Unicorn vs Pegasus, The Softbank Effect, & Impacts of a Recession on VC (Jason Calacanis)
679

Investor Stories 131: What's Next (Kupor, Cardamone, Siegler)
680

204. Embracing Failure, Capitalizing on Crisis & Building Resilience (Minnie Ingersoll)
681

Investor Stories 130: Why I Passed (Kim, Reum, Senkut)
682

203. Raising Fund III, A Framework to De-risk Your Startup, & When to Explore vs. Exploit (Leo Polovets)
683

Investor Stories 129: Post Mortems (Ajao, Rust, Moatti)
684

202. Cram Session, Episodes 138-143 (Nick Moran)
685

201. [REPLAY] Economic Theory in Venture Capital (Mark Suster)
686

Investor Stories 128: Strange & Unusual (Vrionis, Tusk, Klaff)
687

200. University-Affiliated Funds & Angel Networks (Jason Whitney)
688

Investor Stories 127: Lessons Learned (Wortmann, Horowitz, Banister)
689

199. SPV's, Side Cars, & The Syndication Surge (Jeremy Neilson)
690

Investor Stories 126: Whats Next (Franklin, Glickman, Cheng)
691

198. Streaming Wars, The Future of Mobile & The Evolution of User Interaction (M.G. Siegler)
692

Investor Stories 125: Why I Passed (Cardamone, Rooke, Dorsey)
693

197. The DNA of Startup Success (John Vrionis)
694

Investor Stories 124: Post Mortems (Clavier, Tusk, Kupor)
695

196. Creating Unfair Advantages, Surviving Founder Burnout and Driving Successful Exits (Courtney Reum)
696

Investor Stories 123: Strange & Unusual (Horowitz, Kim, Rust)
697

195. Flip The Script & Perfect Your Pitch (Oren Klaff)
698

Investor Stories 122: Lessons Learned (Ajao, Bahat, Cheng)
699

194. Special Edition! The Story Behind TFR & New Stack Ventures (John Gannon interviews Nick Moran)
700

193. SaaS Acceleration, Sales Savvy Founders & The Rise of Tech-Enabled Services (Michael Cardamone)
701

Investor Stories 121: What's Next (Dorsey, Senkut, Banister)
702

Investor Stories 120: Why I Passed (Hea Nahm, Moatti, Clavier)
703

192. Secrets of Sand Hill Road (Scott Kupor)
704

Investor Stories 119: Special Edition! Why I Invested in Curv Labs (Moran, Balish, Deshays)
705

Investor Stories 118: Strange & Unusual (Glickman, Wortmann, Fein)
706

191. Corporate VC (David Horowitz)
707

Investor Stories 117: Lessons Learned (Tusk, Kim, Rooke)
708

190. Immigration, Privacy, and Foreign Investment -- The Biggest Threat to Venture is in Washington D.C. (Bobby Franklin)
709

Investor Stories 116: Whats Next (Bahat, Rust, Kimmel)
710

189. The Venture Studio (Scott Dorsey)
711

Investor Stories 115: Post Mortems (Senkut, Fein, Cheng)
712

188. Opportunity Zones --- A Fit for VC? (Steve Glickman)
713

Investor Stories 114: Strange & Unusual (Ajao, Banister, Clavier)
714

187. Transformative Tech for Old World Industry (Jim Kim)
715

Investor Stories 113: Lessons Learned (Tananbaum, Ascher, Nahm)
716

186. Seed Investing at the Intersection of Biology & Technology (Jenny Rooke)
717

Investor Stories 112: Special Edition! Why I Invested in Winston Privacy (Moran, Stokes, Dwyer)
718

Investor Stories 111: What's Next (Wortmann, Moatti, Tusk)
719

185. "Blessed" Teams, Pseudo Deal Leads, and Caps at Pre vs Post (Ash Rust)
720

Investor Stories 110: Why I Passed (Banister, Cohen, Fein)
721

184. Iconic Companies, Frontier Markets & a Truly Founder Centric Approach (Aydin Senkut)
722

Investor Stories 109: Post Mortems (Kaden, Bahat, Galbut)
723

183. Automation vs. AI (Adeyemi Ajao)
724

Investor Stories 108: Strange & Unusual (Simoudis, Cheng, Kimmel)
725

182. Market Cycles, Escalating Costs to Start Up, and the Micro VC Surge (Jeff Clavier)
726

Investor Stories 107: Lessons Learned (Moatti, Wallace, Pascucci)
727

181. Cram Session, Episodes 130-136 (Nick Moran)
728

Investor Stories 106: Whats Next (Tananbaum, Fein, Anderson)
729

180. The Self-Made Engineer, Angel, and Venture Capitalist (Cyan Banister)
730

Investor Stories 105: Why I Passed (Tusk, Bahat, Ascher)
731

179. Sales Mastery & Storytelling at Scaling Startups (Craig Wortmann)
732

Investor Stories 104: Lessons Learned (Fontana, Kimmel, Farmer)
733

Investor Stories 103: Post Mortems (Nahm, Cohen, Leitersdorf)
734

178. The Gen-Z Consumer, Real-Time Health Data, and Persistent Top Fund Returns (Cheryl Cheng)
735

Investor Stories 102: Strange & Unusual (Olsen, Hardiman, Galbut)
736

177. Cram Session, Episodes 121-128 (Nick Moran)
737

Investor Stories 101: Lessons Learned (Kaden, Duovos, Cast)
738

176. Creating Powerful Networks, 3 Rules for Great Products, and the Future of Mobile Tech (SC Moatti)
739

Investor Stories 100: Why I Passed (Wallace, Zuberi, Medved)
740

175. From Operator to Accelerator MD to Fund Manager (John Fein)
741

Investor Stories 99: Post Mortems (Martino, Simoudis, Narasin)
742

174. VCs Ride the Bus, Comeback Cities & Unorthodox Investing
743

Investor Stories 98: The Strange & Unusual (Anderson, O'Reilly, Pascucci)
744

173. Corruption, Extortion and the Fight Against Entrenched Interests-- How a VC Saves Startups from Death by Politics (Bradley Tusk)
745

Investor Stories 97: Lessons Learned (Einstein, Cohen, Nof)
746

172. Growth Investing in Biotech, Genomics and Pharma (Jim Tananbaum)
747

Investor Stories 96: What's Next (Ascher, Medved, Fontana)
748

171. Sports Tech and the Future of eSports (Wayne Kimmel)
749

Investor Stories 95: Why I Passed (Kaden, Hardiman, Simoudis)
750

170. Go-to-Market Fit, Tidal Waves, Category Leadership & Split-Personalities (Tae Hea Nahm)
751

Investor Stories 94: The Strange & Unusual (Ramanujam, Turner, Leitersdorf)
752

Investor Stories 93: Lessons Learned (Zuberi, Coelius, Galbut)
753

169. Product is Paramount (Brian Ascher)
754

Investor Stories 92: What's Next (Martino, Calacanis, Farmer)
755

168. Leadership from Origin to Scale (Carter Cast)
756

Investor Stories 91: Why I Passed (Anderson, Fontana, Duovos)
757

167. Cram Session, Episodes 113-119 (Nick Moran)
758

Investor Stories 90: Post Mortems (Wallace, Shah, Medved)
759

166. Techstars: What Worked, What Didn't, What's Next (David Cohen)
760

Investor Stories 89: The Strange & Unusual (Farmer, Kaden, Narasin)
761

165. AV, Mobility, and the Disruption of Big Auto (Evangelos Simoudis)
762

Investor Stories 88: Lessons Learned (Hardiman, Benaich, Martino)
763

164. The Cat and Mouse Game of Cyber Security -- Israel, CISOs, and GDPR (Yoav Leitersdorf)
764

Investor Stories 87: What's Next (Nof, Olsen, Galbut)
765

The 'Softbank Effect', Financial Discipline and the Interworkings of a Top Seed Investment Firm
766

Investor Stories 86: My Investing Strategy (Roberts, Collett, Scevak)
767

Investor Stories 85: Why I Passed (Pascucci, Einstein, Kurzweil, Verrill)
768

162. LP Value Creation, Why DPI is King, and Secondaries as a Means of Exit (Sarah Anderson)
769

Investor Stories 84: Post Mortems (Zuberi, Ramanujem, O'Reilly)
770

161. Why SaaS is not a fit for VC and How AI Compounds Competitive Advantage (Ash Fontana)
771

Investor Stories 83: The Strange & Unusual (Eakman, Duovos, Shah)
772

153. Cram Session, Episodes 105-111 (Nick Moran)
773

Investor Stories 82: Lessons Learned (Mohnot, Turner, Narasin)
774

160. Better Diversity, Better Outcomes (Elizabeth Galbut)
775

Investor Stories 81: What's Next (Pascucci, Wallace, Kaden)
776

159. The Pioneer of Post-Seed (Paul Martino)
777

Investor Stories 80: My Investing Strategy (Boyce, Nof, Gurrieri)
778

158. The Deep Tech Debate: Why Invest in a Capital Intensive, Long Time-to-Exit Category? (James Hardiman)
779

Investor Stories 79: Why I Invested (Farmer, Olsen, Cowan)
780

157. USV's Newest GP on Leveraged Growth, the Consumer Echo Chamber & Customer Obsession (Rebecca Kaden)
781

156. Chaos Capital, the new Micro VC Movement and LPs Chasing Hype (Chris Douvos)
782

Investor Stories 78: Why I Passed (Coelius, Benaich, Calacanis)
783

155. Predicting Technology Shifts Before they Happen (Tim O'Reilly)
784

Investor Stories 77: The Strange & Unusual (Larkins & Galston, Einstein, Zuberi)
785

154. NEA's Investment Process & The Key Ingredients for Startup Success (Ben Narasin)
786

Investor Stories 76: What's Next (Turner, Triest & DeMarrais, Mougayar, Ramanujam)
787

153. How Experimentation Empowers Vision & How Corporates Create an Innovation Culture (Eric Ries)
788

152. Cram Session, Episodes 96-103 (Nick Moran)
789

Investor Stories 75: Lessons Learned (Buttrick, Shah, Paley)
790

151. Kingmaking, De-Risking Every Investment & the Future of Real Estate Tech (Brendan Wallace)
791

150. From Running a VC Firm to Running for Governor (J.B. Pritzker)
792

Investor Stories 74: Why I Invested (Tsai, Greathouse, Eakman)
793

149. Startup Moats, Deep Tech & Where Science Fiction becomes Science Fact (Bilal Zuberi)
794

148. New Founders, New Stages, New Offerings-- The Only Constant in Venture is Change (Vic Pascucci)
795

Investor Stories 73: Why I Passed (Draper, Farmer, Suster)
796

147. Monetization Strategy & Why Price Trumps Product (Madhavan Ramanujam)
797

Investor Stories 72: The Strange & Unusual (Verrill, Mason, Calacanis)
798

146. Investing in Rocket Ships Before they Take Off (Zach Coelius)
799

Investor Stories 71: Lessons Learned (Parker, Scevak, Roberts, Hudson)
800

145. First Institutional VC Fund Raised-- Key Learnings (Semil Shah)
801

Investor Stories 70: What's Next (Einstein, Galston & Larkins, Cowan)
802

144. The 8 Startup Profiles & Those that Make the Strongest Investments (Guy Turner)
803

Investor Stories 69: Exceptional Founders (Olsen, Acunzo, Collett)
804

143. Beacon: Modernizing the VC Firm, Part 2 (Chris Farmer)
805

142. Beacon: An Engineering Systems Approach to Investing, Part 1 (Chris Farmer)
806

Investor Stories 68: My Investing Strategy (Benaich, Kurzweil, Triest & DeMarrais)
807

141. Cram Session, Episodes 87-94 (Nick Moran)
808

Investor Stories 67: Why I Invested (Nof, Wilkins, Sanwal)
809

140. Navigating the Future of IoT (Panel Discussion)
810

Investor Stories 66: Why I Passed (Mougayar, Mohnot, Cowan)
811

Investor Stories 65: Lessons Learned (Tunguz, Davis, Draper, Eakman)
812

139. How to Angel Invest like the Best, Part 2 (Jason Calacanis)
813

138. How to Angel Invest Like the Best, Part 1 (Jason Calacanis)
814

Investor Stories 64: What's Next (Acunzo, Rose, Scevak)
815

137. Cram Session, Episodes 79-85 (Nick Moran)
816

Investor Stories 63: Exceptional Founders (Boyce, Ramsinghani, Greathouse)
817

136. Dispelling Conventional Wisdom in VC, Part 2 | Should Seed Investors Follow-on? (Eric Paley)
818

135. Dispelling Conventional Wisdom in VC, Part 1 | Does Capital Drive Outcomes? (Eric Paley)
819

Investor Stories 62: My Investing Strategy (Parker, Suster, Shah)
820

134. The Importance of Storytelling, VC EQ, and the LP-GP Dating Game, Part 2 (James R. 'Trey' Hart III)
821

133. The Importance of Storytelling, VC EQ, and the LP-GP Dating Game, Part 1 (James R. 'Trey' Hart III)
822

132. Nick Moran is Interviewed on Bootstrapping in America
823

Investor Stories 61: Why I Invested (Roberts, Struhl, Verrill)
824

131. How Amazon, Fitbit & Snap Won; Where Apple, Pebble & Google Did Not, Part 2 (Ben Einstein)
825

130. How Amazon, Fitbit & Snap Won; Where Apple, Pebble & Google Did Not, Part 1 (Ben Einstein)
826

Investor Stories 60: Why I Passed (Triest & DeMarrais, Tsai, Larkins & Galston)
827

129. Cram Session, Episodes 73-78 (Nick Moran)
828

128. Sector & Niche Focused Funds, p2 and Driving Value with a Regulatory Focus (Jordan Nof)
829

127. Sector & Niche Focused Funds, Part 1 (Jordan Nof)
830

Investor Stories 59: Lessons Learned (Olsen, Collett, Sanwal)
831

126. Cram Session, Episodes 67-72 (Nick Moran)
832

Investor Stories 58: What's Next (Kurzweil, Buttrick, Hudson)
833

125. Space Tech Investing, Part 2 (David Cowan)
834

124. Space Tech Investing, Part 1 (David Cowan)
835

123. Cram Session, Episodes 61-66 (Nick Moran)
836

Investor Stories 57: Exceptional Founders (Wilkins, Mason, Benaich)
837

122. Customer-centric Startup Investing Down Under, Part 2 (Niki Scevak)
838

121. Customer-centric Startup Investing Down Under, Part 1 (Niki Scevak)
839

120. Cram Session, Episodes 55-60 (Nick Moran)
840

Investor Stories 56: My Investing Strategy (Mohnot, Mougayar, Tunguz)
841

119. Economic Theory in Venture Capital, Part 2 (Mark Suster)
842

118. Economic Theory in Venture Capital, Part 1 (Mark Suster)
843

Investor Stories 55: Why I Passed (Roberts, Heymann, Eakman)
844

Investor Stories 54: Why I Invested in Regroup Therapy (Moran, Cohn, Saunders)
845

117. Index Investing, Mastering Dealflow & Seeing Everything at Series A, Part 2 (Galen Mason & Brian Axelrad)
846

116. Index Investing, Mastering Dealflow & Seeing Everything at Series A, Part 1 (Galen Mason & Brian Axelrad)
847

115. Cram Session, Episodes 50-54 (Nick Moran)
848

Investor Stories 53: Lessons Learned (Heltzer, Larkins & Galston, McClure)
849

114. The Next Great Startup Ecosystem is… Part 2 (Chris Olsen)
850

113. The Next Great Startup Ecosystem is… Part 1 (Chris Olsen)
851

112. Cram Session, Episodes 46-49 (Nick Moran)
852

Investor Stories 52: What's Next (Draper, Ramsinghani, Parker)
853

111. Developer Platform Investing, Part 2 (Ethan Kurzweil)
854

110. Developer Platform Investing, Part 1 (Ethan Kurzweil)
855

Investor Stories 51: Exceptional Founders (Davis, Triest & DeMarrais, Verrill)
856

109. Cram Session, Episodes 41-44 (Nick Moran)
857

Investor Stories 50: My Investing Strategy (Acunzo, Rose, Hudson)
858

108. Reinventing Venture Capital, Part 2 (Bryce Roberts)
859

107. Reinventing Venture Capital, Part 1 (Bryce Roberts)
860

Investor Stories 49: Why I Invested (Polovets, Collett, Benaich)
861

106. Underserved Startup Ecosystems, Part 2 (Stuart Larkins & Ezra Galston)
862

105. Underserved Startup Ecosystems, Part 1 (Stuart Larkins & Ezra Galston)
863

Investor Stories 48: Why I Passed (Greathouse, Boyce, Huston)
864

104. Cram Session, Episodes 37-40 (Nick Moran)
865

103. The Limited Partner, Part 2 (Lindel Eakman)
866

102. The Limited Partner, Part 1 (Lindel Eakman)
867

Investor Stories 47: Lessons Learned (Tsai, Mougayar, Shah)
868

101. The Man Behind the Mic, Part 2 (Nick Moran interviewed by Colin Keeley)
869

100. The Man Behind the Mic, Part 1 (Nick Moran interviewed by Colin Keeley)
870

Investor Stories 46: What's Next (Gurrieri, Wilkins, Mohnot)
871

Investor Stories 45: Exceptional Founders (Parker, Tunguz, Heltzer)
872

99. Public Policy for Angel Investors, Part 2 (David Verrill)
873

98. Public Policy for Angel Investors, Part 1 (David Verrill)
874

97. Student-Focused VC Funds, Part 2 (Peter Boyce II)
875

96. Student-Focused VC Funds, Part 1 (Peter Boyce II)
876

Investor Stories 44: My Investing Strategy (Buttrick, Sanwal, O'Donnell)
877

95. Q&A – Nick Answers Questions from the Listeners (Nick Moran)
878

94. What's Wrong with Venture? Part 2 (Dave McClure)
879

93. What's Wrong with Venture? Part 1 (Dave McClure)
880

Investor Stories 43: Why I Invested (Davis, Heymann, Ramsinghani)
881

92. Cram Session, Episodes 32-36 (Nick Moran)
882

91. SpaceX & Elon Musk's Mission to Mars, Part 2 (Tim Urban)
883

90. SpaceX & Elon Musk's Mission to Mars, Part 1 (Tim Urban)
884

89. Cram Session, Episodes 26-31 (Nick Moran)
885

Investor Stories 42: Why I Passed (Struhl, Collett, Hudson)
886

88. Fintech Investing, Part 2 (Sheel Mohnot)
887

87. Fintech Investing, Part 1 (Sheel Mohnot)
888

86. Cram Session, Episodes 18-21 (Nick Moran)
889

Investor Stories 41: Lessons Learned (Triest & DeMarrais, Polovets, Rose)
890

85. The Cap Table, Part 2 (John Buttrick & Sean Moran)
891

84. The Cap Table, Part 1 (John Buttrick & Sean Moran)
892

83. Cram Session, Episodes 11-17 (Nick Moran)
893

Investor Stories 40: What's Next (Benaich, Tsai, Carter)
894

82. Getting Smart on a New Market, Part 2 (Charles Hudson)
895

81. Getting Smart on a New Market, Part 1 (Charles Hudson)
896

Investor Stories 39: Why I Invested (Shah, Huston, Draper)
897

80. Hardware Investing, Part 2 (Avidan Ross)
898

79. Hardware Investing, Part 1 (Avidan Ross)
899

Investor Stories 38: Exceptional Founders (Mougayar, Medved, Tsai)
900

78. Artificial Intelligence Investing, Part 2 (Nathan Benaich)
901

77. Artificial Intelligence Investing, Part 1 (Nathan Benaich)
902

Investor Stories 37: My Investing Strategy (Heymann, Wilkins, Day)
903

76. No Fun Allowed, Part 2 (Jonathon Triest & Brett DeMarrais)
904

75. No Fun Allowed, Part 1 (Jonathon Triest & Brett DeMarrais)
905

Investor Stories 36: Lessons Learned (Acunzo, Greathouse, Ramsinghani)
906

Investor Stories 35: Why I Invested in Tovala (Moran, Rabie, Heltzer)
907

74. Virtual Reality Investing, Part 2 (Adam Draper)
908

73. Virtual Reality Investing, Part 1 (Adam Draper)
909

Investor Stories 34: What's Next (Davis, Sanwal, Collett)
910

72. Blockchain Investing, Part 2 (William Mougayar)
911

71. Blockchain Investing, Part 1 (William Mougayar)
912

Investor Stories 33: Why I Invested (Heltzer, Goldberg, Parker)
913

70. Building an Investor Brand, Part 2 (Jay Acunzo & John Gannon)
914

69. Building an Investor Brand, Part 1 (Jay Acunzo & John Gannon)
915

Investor Stories 32: Exceptional Founders (Heymann, Struhl, Polovets)
916

68. The Bloomberg for Private Companies, Part 2 (Anand Sanwal)
917

67. The Bloomberg for Private Companies, Part 1 (Anand Sanwal)
918

Investor Stories 31: My Investing Strategy (Ramsinghani, Tsai, Gasser)
919

66. From Angel Group to Venture Fund, Part 2 (Maia Heymann)
920

65. From Angel Group to Venture Fund, Part 1 (Maia Heymann)
921

Investor Stories 30: Why I Invested in Cybrary (Moran, Label, Corey)
922

64. The Fast No, Part 2 (Mike Collett)
923

63. The Fast No, Part 1 (Mike Collett)
924

Investor Stories 29: Why I Passed (Shah, Wilkins, Parker)
925

62. Diversity in Venture Capital, Part 2 (Christine Tsai)
926

61. Diversity in Venture Capital, Part 1 (Christine Tsai)
927

Investor Stories 28: What's Next (Greathouse, Medved, Huston)
928

60. Algorithm-Based Investing, Part 2 (Andrew Parker)
929

59. Algorithm-Based Investing, Part 1 (Andrew Parker)
930

Investor Stories 27: Exceptional Founders (Shah, Gurrieri, Penchina)
931

58. Startup Boards, Part 2 (Mahendra Ramsinghani)
932

57. Startup Boards, Part 1 (Mahendra Ramsinghani)
933

Investor Stories 26: My Investing Strategy (Davis, Carter, Struhl)
934

56. The Hands-on Investor | High-Engagement Investing, Part 2 (John Greathouse)
935

55. The Hands-on Investor | High-Engagement Investing, Part 1 (John Greathouse)
936

Investor Stories 25: Why I Invested (Ahmad, Rose, Tunguz)
937

54. The Path to Series A, Part 2 (Semil Shah)
938

53. The Path to Series A, Part 1 (Semil Shah)
939

Investor Stories 24: Why I Passed (Heltzer, Gurrieri, Hamid)
940

52. The Hunt for Investors, Part 2 (Mark Peter Davis)
941

51. The Hunt for Investors, Part 1 (Mark Peter Davis)
942

Investor Stories 23: Lessons Learned (Struhl, Huston, Wilkins)
943

50. The 3-year Wait is Over | SEC Vote on JOBS Act Title III (David S. Rose)
944

Investor Stories 22: What's Next (Hamid, O'Donnell, Tunguz)
945

49. The Value of Data, Part 2 (Leo Polovets)
946

48. The Value of Data, Part 1 (Leo Polovets)
947

Investor Stories 21: Exceptional Founders (Wheeler, Day, Rose)
948

47. Entrepreneur-Investor Fit (Peter Wilkins)
949

Investor Stories 20: My Investing Strategy (Huston, Brown, Heltzer)
950

46. The Must-Have Characteristics of SaaS Startups (Tomasz Tunguz)
951

Investor Stories 19: Why I Invested (Medved, Neumann, Gurrieri)
952

45. Angel Best Practices #5 | The Deal, part 1 (Nick Moran)
953

Investor Stories 18: Why I Passed (Mirabile, Polovets, O'Donnell)
954

44. Negotiating a Term Sheet (Jason Heltzer)
955

Investor Stories 17: What's Next (Gasser, Struhl, Day)
956

43. Why Angels Don't Do Drugs | Life Sciences Investing (Sergio Gurrieri)
957

Investor Stories 16: Exceptional Founders (Carter, Goldberg, Huston)
958

42. Raising a VC Fund (Jonathan Struhl)
959

Investor Stories 15: My Investing Strategy (Hamid, Polovets, Medved)
960

41. The Exit (John Huston)
961

Investor Stories 14: Why I Invested (O'Donnell, Blank, Day)
962

40. Crowdfunding & The Socialization of Finance (Jon Medved)
963

Investor Stories 13: Why I Passed (Wilson, Carter, Ahmad)
964

39. Cleantech Investing (Rob Day)
965

Investor Stories 12: What's Next? (Polovets, Goldberg, Penchina)
966

38. Cross-Border Investing (Michael Goldberg)
967

Investor Stories 11: Exceptional Founders (Hamid, Gasser, O'Donnell)
968

37. The Algorithm for Raise Amount & Valuation (Leo Polovets)
969

Investor Stories 10: My Investing Strategy (Henikoff, Penchina, Neumann)
970

36. SaaS Startup Investing (Mamoon Hamid)
971

Investor Stories 9: Why I Invested (Carter, Gasser, Go)
972

35. Developing Startup Ecosystems & High-Touch Screening (Eric Gasser)
973

Investor Stories 8: Why I Passed (Brown, Blank, Berkus)
974

34. Lone-Wolves vs VC's vs Angel Groups vs Syndicates (Nick Moran)
975

Investor Stories 7: What's Next? (Wheeler, Blank, Wilson)
976

33. AngelList Syndicate Investing (Gil Penchina)
977

Investor Stories 6: My Investing Strategy (Mirabile, Wheeler, Winblad)
978

32. Capital Outside of the Valley (Morris Wheeler, Mike Belsito)
979

Investor Stories 5: Exceptional Founders (Wilson, Brown, Mirabile)
980

31. The Pitch (David Brown)
981

30. The Dark Side of VC | Predatory Investor Practices (Joanne Wilson)
982

29. Angel Best Practices #4b | Evaluation, part 2 (Nick Moran)
983

28. The Investment Readiness Level (Steve Blank)
984

Investor Stories 4: Why I Passed (Henikoff, Neumann, Go)
985

27. Angel Best Practices #4a | Evaluation, part 1 (Nick Moran)
986

26. A New Era of Startup Investing | Angel Evolution (Christopher Mirabile)
987

25. Angel Best Practices #3 | Deal-Flow (Nick Moran)
988

24. Angel Best Practices #2 | Strategy (Nick Moran)
989

Investor Stories 3: My Investing Strategy (Imran Ahmad, Dave Berkus, Rob Go)
990

23. Angel Best Practices #1 | Intro & Overview (Nick Moran)
991

22. Lessons from 5 Years of Angel Investing (Gabriel Weinberg)
992

21. VC Portfolio Strategy (Rob Go)
993

20. Non-Unicorn Investing (Jerry Neumann)
994

Investor Stories 2: Why I Invested (Dave Berkus, Troy Henikoff, Ann Winblad)
995

19. Due Diligence (Imran Ahmad)
996

18. Fundraise Types, Sources & Structures (Dave Berkus)
997

17. The Accelerator (Troy Henikoff)
998

16. Venture in the Media (Erin Griffith)
999

Investor Stories 1: Why I Passed (Brad Feld, Ann Winblad, Gabriel Weinberg)
1000

15. Cram Session Episodes 1-10 (Nick Moran)