All Episodes
The Learning Corner by Precursor — 79 episodes
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