All Episodes

Episode #91: AI Rocketship or Left for Dead, The Worst VC Introduction, To Be or To Do

Episode #90: Is Series A Broken?, Are Winners Ever Found In Hype Markets?, The Power Of The Builder Archetype

Episode #89: Industrializing the Blame Game, VC-Backed Startups and Fraud, Will You Quit on Me?

Episode #88: Supporting Young Founders Well, YC's Fall Requests For Startups, Why Labs Say Frontier Not Foundation

Episode #87: Patience Pays In Venture, Why Humans Beat AI, Managing Your Agent Workforce

Episode #86: Paying For AI Twice, Sierra's Bet On One AI Agent, Data's Next Trillion Dollar Category, NY Halts Data Centers

Episode #85: Venture's Cognitive Dissonance Moment, Cold Pitches Actually Work, Building Your Moat Later

Episode #84: Convicted vs. Disciplined Healthcare VCs, The Capitalist Multiverse, The Untrainable

Episode #83: Tony Fadell on Building Products That Last, SAFE Adjusted TVPI, Kirkland's $500M AI Bet

Episode #82: What Will Be Scarce in an AI World, The Real Cost of Vibe Coding, The End of the Software Engineer

Episode #81: Does Your Boss Have AI Brain?, Career Bets That Compound, Too Much Is Happening Too Fast

Episode #80: Narrative Above All, The Job Market Signal Collapsed, IC Work Is the New Career Flex, OpenAI Files for IPO

Episode #79: Networking Is Mostly Cope, AI Is Changing What Skills Matter, CEO AI Psychosis

Episode #78: Owning Your AI Agents, When Your VC Leaves, Are You Actually AI-Native?

Episode #77: The Broken Seed Model, YC's Revenue Honesty Rules, China Blocks Meta's Manus Deal

Episode #76: My Biggest Founder Regret, Fundamental Truths in VC, SpaceX Cursor Partnership

Episode #75: Domain Expertise in Vertical AI, The Changing Math of Seed Investing, A Generation of Cheaters

Episode #74: Round Names Are Dead, How To Ask For Advice, Private Wealth Goes Direct

Episode #73: Startups Need Better Stories, The Value-Add LP Era, Agile Funding Is Back

Episode #72: Delve's Compliance Fraud, Has Startup Advice Ever Worked, OpenAI Refocuses

Episode #71: Symbolic Capitalism and the Attention Game, Token Output as a Performance KPI, Choosing Your Intellectual Shoulders

Episode #70: The VC Returns Suck Narrative, Venture's Nifty Fifty Moment, The Four Approaches to Early Stage Venture

Episode #69: Anthropic's Safety Reckoning, Jack Dorsey Cuts Block in Half, The Venture Consensus Addiction

Episode #68: The 2028 AI Crisis Memo, Rethinking Series A, 2021 Founders Hitting Reset

Episode #67: Always In The Office, Bubbles vs. Balloons, Tool Shaped Objects

Episode #66: AI Fatigue Is Real, Patient Capital Will Eat VC, Building a GP Reference List

Episode #65: I See Dead VCs, Tech Media Echo Chambers, VC-Backed Startups' Status Collapse

Episode #64: Hubristic Fundraising's Hidden Costs, VCs Can't Win Talent, SaaS Death Greatly Exaggerated

Episode #63: Sequoia Breaks Portfolio Conflict Rules, Pre-Seed Is Dead?, FAANG to Startup Regret

Episode #62: Firm Over Fund, Relevance Decays, The Privilege of Belief

Episode #61: AI-Generated Reddit Hoax, Tech Career Crisis, Venture FOMO Reality

Episode #60: The 2025 Venture Review feat. Hunter Walk (Homebrew, Screendoor) and Peter Walker (Carta)

Episode #59: Pivots Rarely Work, Missionary Founders, Does Seattle Hate AI?

Episode #58: Charles Schwab Acquisition of Forge Global, Holding "Venture Zombies" Forever, What Is Burnout Actually?

Episode #57: Founder update signals, AI is a bubble and that's good and bad, YC's call to build "fundable" companies

Episode #56: VC is Hard, Unconcentrated Fund Math, Cluely Growth Updates

Episode #55: Unsafe SAFEs, 15 Charts on the Future of VC, Big CPG Leveraging Gen AI, Sequoia Changes Guards

Episode #54: Teaching Students to Challenge AI, Is AI The New Shadow Bank?

Episode #53: The Magic of DTC, Power of Iteration Speed, Secondaries in Term Sheets

Episode #52: Goldman Sachs Acquires Industry Ventures, Is AI Causing Brain Obesity?, Investing In A Friend's Company

Episode #51: Three Venture Paths, When Great People Leave, Solo Founders

Episode #50: What Does ARR Mean?, High Agency in Silicon Valley, Debt Fueling The Next AI Wave

Episode #49: Making Money on AI, Consumer Deserves Attention from Investors, Nvidia Invests in OpenAI

Episode #48: VCs are Cockroaches, Engineers Fixing Vibe-Coded Projects, Serial Entrepreneurs Continue to be Favored

Episode #47: We Are The Enemy, The AI Productivity Paradox, Anthropic's Author Class Action

Episode #46: AI Troubles for Taco Bell, Is Non-Consensus Dangerous, Are Software Economics Going Off a Cliff with AI

Episode #45: Hire the experimenters, Lessons from "failed" enterprise AI pilots, Valuations soar past the 2021 bubble

Episode #44: Founding Engineers Are Impossible To Hire, Regulators Come For AI Therapy Chatbots, What VCs Get Wrong About Hiring

Episode #43: Two Silicon Valley Modalities, Are VCs Independent Thinkers?, 20 Somethings Swarming SF

Episode #42: The "Winners" in AI Today, DaaS Is Not Venture Backable, Seed Rounds Grow As Startups Shrink

Episode #41: Investor to Fund Manager, Picking the RIGHT Capital, Seed Is Experiencing A Crisis

Episode #40: Windsurf "Blitzhire", Demystifying Venture Speak, Founders Running "Fast and Loose"

Episode #39: Adopting Parent Investors, The Art of Curating Fund Manager Investment Opportunities, AI Product Pricing Today

Episode #38: First Round Capital Reflections and How Fundraising and Seeking an Acquisition Opportunity Are Mutually Exclusive

Episode #37: Bill Gurley's Market Realities, Geo- Arbitrage Investing, The Acquihire Wave

Episode #36: Founder Optimism, Seed Math Is Broken, Aumni Venture Beacon Report

Episode #35: A Founder's Postmortem, Teachers And The AI Dilemma, Emerging GTM Across AI

Episode #34: AI’s Labor Problem, Bridge Round Realities & Big Tech’s Acqui-License Deals

Episode #33: Do $1B Outcomes Matter?, Vibe Investing, The Agentic Web and The Original Sin

Episode #32: Is AI Coming For Your Job?, Myths About AI Native Startups, Specialist vs. Generalist Investing

Episode #31: Do We Need a VC Prenup?, Lightspeed Becomes an RIA, Financing the AI Revolution

Episode #30: Pre-IPO Company Talent Wars, Winning Fast as Fund Managers, Tariff Impact on Startup/Early Stage VC

Episode #29: Agentic Hunger Games, What's an Effective Board Meeting?, The Future of Angel Investing

Episode #28: Fund 1 Over Performance Math, Media and Content Runs VC, Fund Manager Patience

Episode #27: Shopify's "Leaked" CEO Memo, Tourist Founders, Senior Partners Leaving Established Firms

Episode #26: Bradley Tusk Says VC Is Dead, Investor Learnings From The Last Overheated Market

Episode #25: Startup Media Hype Circles, 11x Tech Crunch Article, Market Arbitrage in Venture

Episode #24: LP POV on Secondaries, CoreWeave/NVIDIA Growth Loop, Questioning Traditional Reserves Strategies

Episode #23: Unique Revenue Channels For Vertical AI, Ghosting in Venture, Is Data Driven VC Over?

Episode #22: Secondaries Across Venture, Stripe's Tender Offer, Knowing How Much Is Too Much To Fundraise

Episode #21: Anthropic's Latest Raise, Internal Turf Wars in Big Tech, IPO Alternatives In Venture

Episode #20: AgTech and Venture Capital, Signs of a Failing Company, What The Heck Does Pre-Seed Even Mean?

Episode #19: Venture Capital 3.0, Deciphering Early Stage Traction, 90's Tech Bubble vs. Current AI Valuations

Episode #18: Founders Quitting vs Stopping, The Rise of Spinout VC Funds, AngelList State of Venture Report

Episode #17: DeepSeek, Importance of Running a Fundraising Auction, Growing Seed Round Sizes

Episode #64: Hubristic Fundraising's Hidden Costs, VCs Can't Win Talent, SaaS Death Greatly Exaggerated

Episode #16: Pre-Seed/Seed M&A Activity, Solo Founders, Harvey $3B Raise, Fund Performance Recalibrations

Episode #15: Andrea Funsten, Robert Vinall, Manny Medina

Episode #14: The Information, TechCrunch, LifeSciVC (shared by Jay Ripley)

Episode #13: Rob Go, Zain Rizavi, New York Times

Episode #12: Peter Walker, Benedikt Langer, Aaron Levie

Episode #11: Chris Neumann, Forbes, The Economist

Episode #10: Euclid Insights, Benedict Evans

Episode #9: Jamin Ball, Hunter Walk, Menlo Ventures

Episode #8: Bowery Farms, Sapphire Partners, Patricia Halfen Wexler

Episode #7: Ubiquity Ventures, WSJ, Equal Ventures

Episode #6: Pitchbook NVCA Venture Monitor Q3 2024 Report

Episode #5: Euclid Insights, Strictly VC

Episode #4: David Clark from VenCap International, Continuation Funds by TechCrunch, Neal Sarraf from Forum Ventures

Episode #3: Nnamdi Iregbulem, Jordan Nel, The New York Times

Episode #2: Anthony Kwesi Hagan, Euclid Insights, Sarah Tavel's Newsletter

Episode #1: Welcome To The Learning Corner