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PodMine

Sequoia

Matches in: Organization
15 episodes
Dec 19, 2025• How I Invest with David Weisburd

E266: J.P. Morgan CIO: Mistakes Top Investors Make

Hamilton Reiner, JPMorgan's CIO of US Core Equity, discusses how options can be used to create investment discipline, manage risk, and help investors stay invested through market volatility by providing downside protection and income generation.

43:27
Dec 8, 2025• HD in HD

Why Airwallex Is Betting Against SWIFT and Stripe | CEO Jack Zhang

Jack Zhang, the co-founder of Airwallex, shares his journey from a small town in China to building a global fintech company, turning down a billion-dollar Stripe acquisition offer and transforming the way businesses move money internationally.

1:30:04
Dec 8, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Kalshi's $1BN Raise, the Polymarket Feud, and the Battle to Replace Traditional Media

Tarek Mansour, CEO of Kalshi, discusses the prediction market platform's massive $1BN raise, its rivalry with Polymarket, and its mission to democratize financial market participation through innovative trading on events ranging from sports to politics.

47:55
Dec 3, 2025• How I Invest with David Weisburd

E254: How to Build a 100-Year Venture Firm

An insider's deep dive into building a durable venture capital firm by focusing on high-access Series A investments, operational support for founders, and maintaining consistent performance across investment vintages.

42:49
Nov 26, 2025• How I Invest with David Weisburd

E250: The GP Fundraising Playbook: From First Meeting to Final Close

In this episode, Yasmine Lacaillade shares her insights on venture fundraising, discussing her journey from TPG Axon to Drive Capital, her approach to capital formation, and the importance of adding value, market mapping, and building relationships in the venture capital ecosystem.

51:12
Nov 25, 2025• Uncapped with Jack Altman

Uncapped #34 | Mel Williams from TrueBridge

Mel Williams, co-founder of TrueBridge Capital, shares insights on the venture capital landscape, discussing the power of signal, the importance of concentrating on top-performing managers, and the exciting potential of AI while navigating a frothy investment environment.

40:33
Nov 20, 2025• How I Invest with David Weisburd

E246: Private Equity in 2025: Fees, Rates, and the Law of Large Numbers

A comprehensive exploration of private equity's evolving landscape, focusing on the challenges of large buyouts and the potential opportunities in the lower middle market, while examining broader investment principles and market dynamics.

59:05
Nov 6, 2025• Training Data

OpenAI Sora 2 Team: How Generative Video Will Unlock Creativity and World Models

The OpenAI Sora 2 team discusses how their generative video technology is democratizing creativity, enabling anyone to create compelling videos, and potentially unlocking world models that could revolutionize scientific discovery and our understanding of reality.

1:00:25
Oct 22, 2025• How I Invest with David Weisburd

E229: Inside Industry Ventures: The $8 Billion Firm Backing 650 Venture Funds

Industry Ventures' Jonathan Roosevelt explains how the firm leverages its 650-fund network and $8 billion in AUM to identify co-investment opportunities through rigorous diligence that emphasizes direct customer validation and manager credibility over social proof.

41:30
Oct 17, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp

A candid and wide-ranging conversation with Zach Lloyd, founder of Warp, discussing AI's impact on coding, developer productivity, startup challenges, and the transformative potential of technology across various industries.

1:13:49
Oct 2, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin?

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.

1:16:32
Sep 25, 2025• Sourcery

Factory Raises $50M from NEA, Sequoia Capital, NVIDIA, & JPMorgan

Factory raises $50M from top investors like NEA, Sequoia, and NVIDIA, aiming to revolutionize software development through agent-native coding with their task-specific "droids" that enable developers to delegate coding tasks autonomously.

58:07
Sep 25, 2025• Sourcery

Factory Raises $50M from NEA, Sequoia Capital, NVIDIA, & JPMorgan

Factory raises $50M from top-tier investors like NEA, Sequoia, and NVIDIA, focusing on revolutionizing software development through agent-native development and task delegation.

58:07
Sep 12, 2025• Sourcery

Klarna CEO Sebastian Siemiatkowski on their Blockbuster Comeback

In this episode, Klarna CEO Sebastian Siemiatkowski discusses the company's remarkable turnaround from billion-dollar losses to profitability, their innovative AI-driven transformation, and their strategy to become a trillion-dollar banking business by disrupting traditional financial services with a customer-centric approach.

1:00:14
Sep 8, 2025• The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup | The Real Cost of AI from Talent to Data Centres | How US VCs are in a Different League to Europeans | The Future of Foundation Models with Mati Staniszewski

ElevenLabs co-founder Mati Staniszewski discusses the company's rapid growth from a dubbing-focused startup to a leading AI voice technology platform, achieving $200 million in annual recurring revenue in just 15 months. He shares insights on building a global AI company from Europe, the importance of research and product innovation, and the challenges of scaling a technology startup.

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