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PodMine

AlphaSense

Matches in: Organization
11 episodes
Nov 10, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI | Why Mega Funds Will Not Produce Good Returns | OpenAI vs Anthropic: What Happens and Who Wins Coding | Investing Lessons from Peter Thiel and Mamoon Hamid

Benchmark's newest general partner Ev Randle discusses venture capital's evolving landscape, AI investment strategies, the importance of technology over distribution moats, and why absolute gross profit dollars matter more than traditional SaaS metrics.

1:25:43
Oct 27, 2025• How I Invest with David Weisburd

E231: Lloyd Blankfein: Keynote at AlphaSummit

Lloyd Blankfein shares insights on leadership, technology, and markets, reflecting on his journey from Brooklyn to Goldman Sachs and discussing the evolving landscape of Wall Street, the impact of AI, and the importance of staying innovative.

36:22
Oct 27, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins and Growth Rates in a World of AI

David Cahn, a Sequoia Capital partner and leading AI investor, discusses the current state of AI, including the bubble, compute challenges, investment strategies, talent dynamics, and the transformative potential of AI across various sectors like defense and technology.

1:14:23
Oct 16, 2025• Invest Like the Best with Patrick O'Shaughnessy

Dan Wang - The US vs China In The 21st Century - [Invest Like the Best, EP.444]

Dan Wang provides a nuanced analysis of US-China competition, exploring how China's engineering-focused state approach differs from America's lawyerly system, with a particular emphasis on manufacturing capabilities, technological innovation, and the potential future trajectories of both superpowers.

1:35:07
Oct 6, 2025• Invest Like the Best with Patrick O'Shaughnessy

Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Jesse Zhang shares insights into building Decagon, an AI customer service company, exploring their systematic approach to finding product-market fit through deep customer conversations and creating AI agents that can efficiently resolve customer issues across different channels and languages.

1:21:12
Oct 4, 2025• This Week in Startups

Sora app review, Perplexity’s Comet is FREE, and which AI tools reign supreme? | E2188

In this episode, Jason Calacanis and Lon Harris discuss the latest tech news, including Perplexity's free Comet browser, OpenAI's Sora app reaching the top of the iOS App Store, and potential disruptions in AI, browsers, and whistleblower technologies.

1:03:07
Sep 27, 2025• This Week in Startups

Is there an AI coding bubble? Plus Meta’s new SlopTok product, Neon’s divisive app shuts down, and more | E2184

A discussion of AI's potential impact across industries, including radiology, coding, and potential monetization strategies for AI companies, with insights on market size, competition, and technological challenges.

1:27:26
Sep 23, 2025• Invest Like the Best with Patrick O'Shaughnessy

Barry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]

Barry Diller shares his journey from a curious young man in the entertainment industry to a media mogul, discussing his approach to innovation, creative conflict, and building successful businesses across multiple industries.

53:35
Sep 19, 2025• This Week in Startups

Meta’s “creepy” new Ray Bans, Beehiiv teams with Discord, AND a visit from Lovable CEO Anton Osika! | E2181

Meta unveils a new generation of Ray-Ban smart glasses with AR capabilities, sparking discussions about privacy, technology, and the future of wearable devices.

1:14:56
Sep 19, 2025• This Week in Startups

Meta’s “creepy” new Ray Bans, Beehiiv teams with Discord, AND a visit from Lovable CEO Anton Osika! | E2181

A deep dive into Meta's new Ray Ban AI glasses, featuring a discussion on their technological capabilities, privacy concerns, and potential impact on society, alongside an interview with Lovable CEO Anton Osika about AI-powered coding and startup growth.

1:14:56
Sep 10, 2025• This Week in Startups

Republic opens private markets as Positron takes on GPUs: A TWiST500 doubleheader! | E2176

Republic opens up private markets to democratize investing through innovative tokenization and secondary trading platforms, while Positron develops energy-efficient AI inference chips to challenge NVIDIA's dominance and reduce computational power requirements.

57:12