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A wide-ranging discussion of recent tech industry developments, including NVIDIA's $20B acquisition of Groq, Meta's $2B purchase of Manus, OpenAI's stock-based compensation strategy, Navan's IPO challenges, and the emerging trend of "invisible unemployment" driven by AI's impact on the labor market.
A lively end-of-year podcast episode reviewing 2025's top founders, funds, companies, and making predictions for 2026, including potential tech IPOs, stock performance, and the potential impact of AI on employment.
A deep dive into the latest tech and venture capital news, covering SpaceX's potential $1.5T IPO, OpenAI's Disney deal, Oracle's stock drop, and the evolving landscape of AI-driven innovation across design, coding, and enterprise tools.
A deep dive into SpaceX's $800 billion valuation, potential IPOs for Anthropic and Databricks in 2026, Netflix's acquisition of Warner Brothers, and discussions on AI model dynamics, Chinese open-source models, and the evolving venture capital landscape.
A live podcast discussion exploring the latest tech and venture capital news, including the Thrive and OpenAI partnership, Databricks' massive funding round, the challenges of SaaS growth, and the potential of AI to disrupt traditional industries like wealth management.
A deep dive into the venture capital landscape, discussing Cursor's massive $2.3BN raise, the potential for AI coding platforms, market dynamics, potential tech bubble indicators, and the evolving landscape of private and public markets.
A deep dive into Sequoia's leadership transition, Michael Burry's short on Nvidia and Palantir, the fundraising landscape for AI startups, and the evolving dynamics of venture capital in the AI era.
A deep dive into the week's top tech and venture capital stories, including Navan's IPO, Harvey's $8B valuation, Sam Altman's response to Brad Gerstner, the state of big tech stocks like Amazon and Meta, and the critical importance of AI adoption for startups.
A deep dive into the latest venture capital news, including OpenAI's restructuring, Andreessen Horowitz's $10B fund raise, Mercor's $350M round, and discussions on startup valuations, AI investment strategies, and the challenges facing companies like Amazon and Ramp.
In this episode, Harry, Jason, and Rory discuss why today's venture market is as challenging as the 2021 hype cycle, debate the risks of over-investing in vertical SaaS and AI startups during a period of inflated growth expectations, and explore whether companies like Replit and Deal can achieve billion-dollar ARR valuations while examining the capital intensity of AI infrastructure and the widening gap between public and private market exits.
A deep dive into Industry Ventures' acquisition by Goldman Sachs, the surprising departure of a Thinking Machines co-founder to Meta for $3.5B, and the evolving landscape of venture capital and AI investments.
Harry and guests discuss OpenAI's strategic chip partnership with AMD, venture capital trends, high-valuation startup rounds, and the emerging dynamics of "king making" in tech investment, highlighting the complex interplay of capital, innovation, and market strategy.
A deep dive into the AI and venture capital landscape, discussing burn multiples, energy requirements for AI, market valuations, and the challenges facing startups in an AI-driven world.
A deep dive into the current venture capital landscape, discussing AI's impact, burn multiples, company valuations, energy requirements for AI development, and the challenges facing startups in a rapidly changing technological environment.
A deep dive into the latest venture capital and tech landscape, featuring discussions on Elon Musk's trillion-dollar pay package, massive secondary sales at OpenAI, and the changing dynamics of startup funding and AI investments. The episode explores the evolving ethics of tech entrepreneurship, the impact of AI on various industries, and the challenges faced by public companies in navigating technological disruption.
A discussion with Canva co-founder Cliff Obrecht about recent venture capital trends, including Anthropic's massive $13 billion raise, OpenAI's acquisition of Statsig, and the evolving landscape of AI investments and technology. The conversation explores valuation dynamics, company growth strategies, and the potential impact of AI on various industries.