Best Datadog Podcasts (2025)

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213. Datadog Founder Olivier Pomel 45:07

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9d ago45:07

45:07

Olivier Pomel is the cofounder/CEO of Datadog. We trace his path from French open-source tinkerer to NYC founder, the dev-vs-ops friction that sparked Datadog, finding product-market fit through integrations, and the choice to stay independent en route to a 2019 IPO and S&P 500. Olivier shares scaling war stories, culture and GTM lessons, and what …

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Inside Datadog: How Sara Varni Scales AI Across a Global Team 19:01

15d ago19:01

19:01

In this episode, Datadog CMO Sara Varni breaks down what AI adoption really looks like inside a large, scaled marketing organization. Sara shares how her team is experimenting with AI while also selling AI-driven products, and why Datadog now expects every headcount or budget request to be evaluated through an “AI productivity” lens. She talks thro…

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214. Chris Dixon of a16z 57:20

1d ago57:20

57:20

Chris Dixon shares his journey from early programming experiences in the 1980s to becoming a prominent figure in venture capital and cryptocurrency. He discusses the founding of Site Advisor, the lessons learned from its acquisition by McAfee, and the challenges of starting Hunch. Dixon reflects on his experiences in angel investing, the creation o…

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20VC's Big Fat Quiz of the Year: Founder, Fund and Breakout Company of 2025 | Predictions for 2026: The Company to Buy, The Biggest Short | Why Salesforce Could Win 2026 and The Tailwinds NVIDIA Will Face ... 1:09:42

3d ago1:09:42

1:09:42

AGENDA: 03:48 Founder of the Year 2025 06:58 Product of the Year 10:05 Fund of the Year 20:52 Breakout Companies of 2025: Who Made the Biggest Impact? 26:57 Biggest Surprises of 2025 32:57 Predictions for 2026: Top Performing Tech Stocks of the Year 35:25 B2B Stocks to Watch 38:31 Why Salesforce Could Be the Buy of 2026 47:11 Google, Meta, Apple, N…

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20Product: On Running's CPO on How to Create Emotion Through Product | Why 99% of Products Fail and How to Create Cults Around Products | The Biggest Product Mistakes On Have Made & Lessons Learned with ... 56:00

6d ago56:00

56:00

Gérald Marolf is the Chief Product Officer at On Running. Gérald oversees the full range of On's shoes, apparel and accessories to make sure each delivers performance, comfort and style. Before On, Gérald spent over a decade building consumer brands with collaborators such as Microsoft and Ferrari. AGENDA: 00:00 – Why Most "Great Products" Fail to …

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20VC: Will SpaceX IPO at $1.5TRN | Will Cursor Kill Figma | Lightspeed Raises $9BN | OpenAI: $1BN from Disney, New CRO & #1 App in App Store | Oracle and Broadcom Hit: Now the Time to Buy? 1:22:03

7d ago1:22:03

1:22:03

AGENDA: 03:32 Lightspeed's $9 Billion Fundraise 05:20 The Impact of Mega Funds on Seed VCs 10:09 The Supercycle of Growth and Late-Stage Investments 13:06 Disney Invests $1BN into OpenAI and What It Means 23:19 Oracle Hit Hard: Is Now the Time to Buy 28:34 Broadcom's Market Cap Drop and Anthropic's AI Chip Orders 35:04 Cursor Competes with Figma: T…

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20VC: a16z's David George on How $BN Funds Can 5×, Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z 1:06:37

10d ago1:06:37

1:06:37

David George is a General Partner at Andreessen Horowitz, where he leads the firm's Growth investing team. His team has backed many of the defining companies of this era, including Databricks, Figma, Stripe, SpaceX, Anduril, and OpenAI, and is now investing behind a new generation of AI startups like Cursor, Harvey, and Abridge. AGENDA: 03:05 – Why…

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120 AI Use Cases Later: How Meagen Eisenberg Scaled Samsara’s Marketing with AI 22:19

9d ago22:19

22:19

In this episode of AI’ve Got Questions, Stacey sits down with Megan Eisenberg, CMO of Samsara, to unpack how she’s turned AI from a vague mandate into real momentum across a 230-person marketing organization. Megan shares how she set clear expectations for AI usage, gave her team permission to experiment, and created the conditions for real innovat…

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20Growth: How Wiz Built a $30BN Brand in Enterprise | What Worked vs What Was a Mega Failure: Lessons Learned | Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg 1:16:10

13d ago1:16:10

1:16:10

Raaz Herberg is the Chief Marketing Officer and VP Product Strategy at Wiz, the fastest-growing cloud security company in history. As one of the first 10 employees, Raaz has helped scale the business from nothing to a multi-billion-dollar ARR business. Before Wiz, Raaz was a Senior PM working on Azure at Microsoft. AGENDA: 03:51 What No One Knows A…

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20VC OGs: SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price | Airwallex Raises $330M and The Battle with Keith Rabois | Netflix Acquires Warner Brothers | IPO Market Predictions for 2026 ... 1:31:48

14d ago1:31:48

1:31:48

AGENDA: 03:46 SpaceX's $800 Billion Valuation: A Deep Dive 09:18 IPO Market Predictions for 2026 18:18 Netflix's Bold Move: Acquiring Warner Brothers 27:43 Tiger's New Fund Strategy 33:02 Databricks' Head of AI $500 Million Seed Round 36:38 Harvey Raises $160M at an $8BN Valuation 48:22 Will LLMs Kill the App Layer 01:02:02 Google's AI Capabilities…

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The things that CROs refuse to automate with AI with Gerda Thomas and Rommil Santiago 25:08

16d ago25:08

25:08

Koalatative's Gerda Thomas and Experiment Nation's Rommil Santiago answer your CRO questionsPart 1 of 3Chapters:8:05 – What is the right balance between big tests versus small and medium tests?12:47 – How many iterations per test will you run knowing the first test was negative but still see some relevant data toward the hypothesis?14:32 – In small…

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212. Susan Lyne Part 2 45:11

17d ago45:11

45:11

Part 2 of the Amazing career of Susan Lyne. Working with Martha Stewart. Gilt Groupe. Becoming a VC. Hosted on Acast. See acast.com/privacy for more information.

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20VC: Kalshi's $1BN Raise, the Polymarket Feud, and the Battle to Replace Traditional Media 47:55

17d ago47:55

47:55

Tarek Mansour is the Co-Founder and CEO @ Kalshi, the leader in the world of prediction markets. Just last week, they announced their $1BN raise at an $11BN valuation. In total, they have raised $1.59BN from some of the best, including Sequoia, a16z, General Catalyst, IVP, Meritech, and more. They also last week announced exclusive partnerships wit…

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281 - 12/8 - Shane Cox, Director Cyber Fusion Center @ MorganFranklin 1:03:46

16d ago1:03:46

1:03:46

Our featured guest this month is Shane Cox, Director Cyber Fusion Center at MorganFranklin Cyber, interviewed by Frank Victory. News from Denver Summit FC, EchoStar, Atom Computing, Quantinuum, Ibotta, Optiv, FusionAuth, Swimlane, Red Canary and a lot more!Come join us on the Colorado = Security Slack channel to meet old and new friends.Sign up for…

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20VC: Inside Bending Spoons Acquisition Machine: Evernote, Eventbrite, Vimeo | How Evernote Evaluates Acquisitions and New Product Ideas | How Evernote Mastered Product Launches, User Retention and Monetisation ... 1:05:28

20d ago1:05:28

1:05:28

Bending Spoons is the acquisition machine of the tech world. They have acquired the likes of Evernote, Vimeo, Eventbrite, Streamyard and more. However, they never open their gates to the secrets behind Evernote's product machine. Today that changes with Federico Simionato joining 20Product. Fede has been a Product Lead at Bending Spoons for 8 years…

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20VC: Thrive & OpenAI Partnership | Eventbrite Acquired for $500M | Databricks Raising $5BN at $134BN Valuation: Cheap or Not? | Why SaaS is Like Japan and The TAM Trap in Software 1:12:30

21d ago1:12:30

1:12:30

AGENDA: 04:20 Thrive and OpenAI Partnership 07:14 Databricks Raising $5BN at $134BN Valuation: Cheap or Not? 17:39 Eventbrite Acquired by Bending Spoons for $500M 21:39 Pagerduty's $1BN Market Cap, Just 2x Revenue 26:59 The TAM Trap: Why SaaS Is Like Japan 37:42 Lessons from Companies Hitting $100M ARR 44:57 The Future of Labour Markets is F****** …

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211. Susan Lyne Part 1 50:01

24d ago50:01

50:01

I’ve maybe never interviewed anyone in my entire time as a historian and podcaster who has had a career as broad and varied as Susan Lyne. Yes, I obviously wanted to talk to Susan about her role helping startup Gilt Group, and her current role as the managing partner of the VC firm BBG Ventures. But, holy how. Susan also launched and oversaw the go…

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20VC: Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling | Is Revenue in Data Labelling Real or GMV? | Why 99% of Knowledge Work Will Go and What Happens Then? | Why SaaS is Dead in a ... 1:08:16

24d ago1:08:16

1:08:16

Jonathan Siddharth is Founder and CEO of Turing, one of the fastest-growing AI companies advancing frontier models. Jonathan has led the company to an astonishing $300M ARR with just $225M raised and a profitable company. A Stanford-trained AI scientist, Jonathan previously helped pioneer natural language search at Powerset, which was acquired by M…

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20Sales: John McMahon on How to Hire, Train & Retain the Best Sales Reps | How Sales Changes in a World of AI | Sales Lessons from Snowflake and MongoDB | How to Create and Drive a Sales Process with Urgency ... 1:08:30

27d ago1:08:30

1:08:30

John McMahon is widely regarded as one of the greatest enterprise-software sales leaders of all time. He's the only person to have served as Chief Revenue Officer at five public software companies: PTC, GeoTel, Ariba, BladeLogic and BMC Software. He helped scale BladeLogic from a startup into a public company — ultimately leading to its ~$880M sale…

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20VC: Anthropic Raises $30BN from Microsoft and NVIDIA | NVIDIA Core Business Threatened by TPU | Sam Altman's "War Mode" Analysed | Sierra Hits $100M ARR: Justifies $10BN Price? | Lovable Hits $200M ARR ... 1:30:09

28d ago1:30:09

1:30:09

AGENDA: 04:06 Anthropic's $30BN Investment from Microsoft and NVIDIA 07:01 Google vs. OpenAI: Sam Altman's "War Mode" Memo 15:27 NVIDIA's Customer Concentration: Bull or Bear 22:12 Is "War Mode" BS: Does Hyper-Aggressive Ever Work? 36:12 Sierra Hits $100M ARR: Justify $10BN Price? 46:14 Implementation is the Biggest Barrier to Enterprise AI Growth …

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20VC: Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce | Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins | Why He Worries About Google, Not Replit ... 1:11:43

1M ago1:11:43

1:11:43

Maor Shlomo is the Founder and CEO of Base44, the AI building platform that Maor built from idea to $80M acquisition by Wix, in just 8 months. Today the company serves millions of users and will hit $50M ARR by the end of the year. Before Base44, Maor was the Co-Founder and CTO of Explorium. AGENDA: 00:05 – 00:10: How Vibe Coding is Going to Kill S…

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210. Esther Dyson 1:10:03

1M ago1:10:03

1:10:03

In the more than 200 episodes I’ve done for this podcast, never has the designation “legend” been more appropriate. Esther Dyson is a legend of modern technology, having been present for so many key moments from the early PC era through to the AI era. She’s advised, interviewed and mentored basically every major tech figure over the last several de…

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20VC: Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z | Leaving $2BN on the Table with Reddit | Lessons from Backing Rippling at $25M Post | Why Climate Tech is a Mirage and Disaster ... 1:19:22

1M ago1:19:22

1:19:22

Max Altman is Co‑Founder & Managing Partner at Saga Ventures, a US$125 M early‑stage fund. Before Saga Max was an investor with Apollo Projects, Hydrazine Capital and Altman Capital (where he helped deploy over US$500 M) into breakout names such as Rippling and Reddit. AGENDA: 03:55 – Venture Capital Is FULL of Tourists With Single-Digit IQs 06:20 …

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20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will ... 1:22:38

1M ago1:22:38

1:22:38

AGENDA: 04:47 Cursor Raises $2.3BN at $29BN Valuation 11:36 What Gemini 3 Means for Lovable, Cursor and Replit 30:54 Peter Thiel and Softbank Sell NVIDIA: The Bubble Bursting? 48:54 Oracle Credit Default Swaps: The Risk is Increasing 01:07:22 Stripe Does Tender at All-Time High: Why the Best Companies Will Never IPO 01:19:18 Why Retail WIll Cause a…

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Becoming AI-Native: Inside Atlan’s Growth Engine with Abhishek GP 19:56

1M ago19:56

19:56

Today I’m joined by someone very special to me, Abhishek GP. We worked together at Freshworks and have stayed close ever since. I’ve had the chance to mentor him over the years, and it has been incredible to watch him grow into a leader who is respected, thoughtful, and already driving major impact. Now he is running growth at Atlan, one of the fas…

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209. Henry Blodget, Founder Of Business Insider 1:05:34

1M ago1:05:34

1:05:34

Henry Blodget shares his journey from a history major to a prominent figure in finance and journalism, discussing the rise of the internet, the dot-com bubble, and the lessons learned from that era. He reflects on his career, including his famous $400 price target Amazon prediction, the evolution of media with the launch of Business Insider, and th…

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20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son ... 1:02:53

1M ago1:02:53

1:02:53

Dr. Andrew Ng is a globally recognized leader in AI. He is Founder of DeepLearning.AI, Executive Chairman of LandingAI, General Partner at AI Fund, Chairman and Co-Founder of Coursera. As a pioneer in machine learning Andrew has authored or co-authored over 200 research papers in machine learning, robotics and related fields. In 2023, he was named …

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20Product: How AI Changes Product Design | Does the Design Phase Become Irrelevant in a World of Vibe Coding | The Five Pillars of Truly Great Product Design with Carl Rivera, Chief Design Officer at Shopify ... 1:11:23

1M ago1:11:23

1:11:23

Carl Rivera is the Chief Design Officer at Shopify, where he previously led both Merchant Services and the Shop App as VP of Product. Before joining Shopify through its acquisition of Tictail, Carl was the co-founder and CEO of Tictail, the "Tumblr for e-commerce," where he built one of the most beloved design-forward commerce platforms of its era.…

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Signals, AEO, and the New Buyer Journey with Sydney Sloan, CMO of G2 21:11

1M ago21:11

21:11

In this episode of AI’ve Got Questions, I sit down with Sydney Sloan, CMO of G2 and one of the most thoughtful and dynamic marketing leaders I know. Sydney has spent her career shaping categories, scaling powerhouse SaaS companies, and building marketing teams that know how to spot the signal through the noise. Now she’s at the center of one of the…

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20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening ... 1:15:50

1M ago1:15:50

1:15:50

AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crash…

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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 ... 1:25:43

2M ago1:25:43

1:25:43

Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested capital, that is a 60x, two 30x and two 20x. Before Benchm…

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208. Clément Delangue Of Hugging Face 53:59

2M ago53:59

53:59

Hugging Face Founder Clément Delangue discusses his journey to founding Hugging Face, emphasizing the importance of community, collaboration, and open-source technology in the AI landscape. He reflects on the evolution of AI technology, the significance of user feedback, and the need for a diverse range of AI models. Takeaways Clem's first compute…

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20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a Sales Machine with Chad Peets 1:09:13

2M ago1:09:13

1:09:13

Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market organizations. Chad is currently a member of the Board of Directors for Lacework and Luminary Cloud and on…

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20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling? 1:16:23

2M ago1:16:23

1:16:23

AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a Short 47:43 Meta Down 10%, Buy or Sell? 51:12 If You Have Not Accelerated with AI, You Are Dead 01:05:20 Why Now is the Best Time for Series A and Worst …

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From Hackathons to an AI Content Engine: Sylvia LePoidevin on Iru’s Marketing Transformation 22:14

2M ago22:14

22:14

This week on AI’ve Got Questions, Stacey sits down with Sylvia LePoidevin, CMO of Iru (formerly Kandji), to talk about how she’s turning AI from a buzzword into a company-wide movement. Sylvia shares how she built an “AI-first” marketing team, starting with a scrappy hackathon that produced a working content system in just four hours, to a company-…

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20VC: Cohere's Chief AI Officer on Why Scaling Laws Will Continue | Whether You Can Buy Success in AI with Talent Acquisitions | The Future of Synthetic Data & What It Means for Models | Why AI Coding ... 57:34

2M ago57:34

57:34

Joelle Pineau is the Chief AI Officer at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, rob…

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207. John Borthwick Of Betaworks 56:53

2M ago56:53

56:53

John Borthwick shares his journey from a tech-savvy youth to a prominent figure in the New York tech scene. He discusses his early experiences with computers, the transformative impact of the World Wide Web, and the vibrant tech culture of the 90s. Borthwick reflects on his role in creating Total New York, the lessons learned from the AOL acquisiti…

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280 - 11/3 - Chazz Gifford, VP Information Security @ Intrado 1:37:06

2M ago1:37:06

1:37:06

Our featured guest this month is Chazz Gifford, VP Information Security @ Intrado, interviewed by Frank Victory. News from Palantir, Lumen, the State of Colorado, Red Canary, Optiv, and a lot more!Come join us on the Colorado = Security Slack channel to meet old and new friends.Sign up for our mailing list on the main site to receive weekly updates…

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20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable 1:31:49

2M ago1:31:49

1:31:49

🎧 20VC x Tim Ferriss — Full Episode Timeline 00:00 – "How Do You Stay True to Yourself When You Have to Perform for the World?" 06:00 – "Why Tim Ferriss Refused to Go All-In on YouTube" 09:00 – "You Don't Need 10 Million Fans—You Need 1,000 True Believers." 12:00 – "The Internet Is Not a Relevance Machine—It's a Sensationalism Machine." 15:00 – "Mo…

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20VC: a16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins and Who Loses | Why IRR is a BS Metric and Three Ways to Win in VC Today 1:24:09

2M ago1:24:09

1:24:09

AGENDA: 05:17 OpenAI's Restructuring: Winners and Losers 17:17 Andreessen Horowitz's Raise $10BN in New Funds 26:38 Mercor Raises $350M at a $10BN Valuation 43:08 Spray and Pray: Does it Work: Data Breakdown 47:04 The Role of Option Checks Venture Capital 48:36 The Three Ways to Win in VC Today 54:26 Why IRR is a BS Metric and What Matters More 01:…

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Inside Hex: How CMO Ashley Stepien Is Rebuilding Marketing with AI 27:11

2M ago27:11

27:11

In this episode of AI’ve Got Questions, Stacey sits down with Ashley Stepien, CMO of Hex, to talk about how AI is transforming modern marketing. Ashley shares how her team uses tools like ChatGPT and Claude to automate tedious tasks, test messaging at scale, and even rethink the structure of a marketing org. They dive into the balance between build…

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206. Jimmy Wales, Founder Of Wikipedia 1:14:32

2M ago1:14:32

1:14:32

Welcome BACK to the Internet History Podcast. After essentially a 5 year hiatus, the Internet History Podcast is back, fully back, a whole slate of episodes coming to you, and I couldn’t be more thrilled to have our relaunch episode be with Jimmy Wales. What can I tell you? He’s the founder of Wikipedia. We get deep into the history of all that but…

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205. Margit Wennmachers Of a16z 1:04:38

2M ago1:04:38

1:04:38

People know that a16z changed tech by turning VCs and founders into rock stars. You know the names. But there’s one name you might not know, that real heads, deep inside the industry have known very well over the years. The legend, Margit Vennmachers. You know all those a16z names because of Margit, because of how she helped Marc Andreessen and Ben…

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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 ... 1:14:23

2M ago1:14:23

1:14:23

David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face. AGENDA: 00:00 We Are in an AI Bubble 05:04 Why Building Physical Data Cen…

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204. Fred Wilson, Of Union Square Ventures 1:03:03

2M ago1:03:03

1:03:03

For my entire career in tech and startups, Fred Wilson has been like the god-level VC in the New York City ecosystem. Fred got his start investing before the dotcom bubble, rode the bubble investing in the earliest internet companies to great success, and then turned Union Square Ventures into the premier venture capital firm on the east coast. Hea…

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20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and ... 1:16:18

2M ago1:16:18

1:16:18

Sandy Diao is one of the most exceptional growth leaders of the last decade. Sandy has scaled products to over 200M+ users and led growth teams at Descript, Meta and Pinterest. She is also a prolific writer all on things growth here. AGENDA: 03:59 Biggest Growth Lessons from Pinterest 08:01 What is a Good vs a Bad Growth Hypothesis 11:11 Common Mis…

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20VC: Why VC Today is Worse Than 2021 | Why Vertical SaaS is a Bad Investment Today | Why We Are Deluding Ourselves on Growth Expectations | Revolut Raises $3BN at a $75BN Valuation | Benchmark Adds Their ... 1:28:58

2M ago1:28:58

1:28:58

AGENDA: 04:50 Benchmark's New Partner: Everett Randall 10:19 Revolut Raises $3BN at a $75BN Valuation: Another Loss for Public Markets? 28:39 Why Today is as Bad as the Hype of COVID in 2021 32:10 Why Vertical SaaS is a Bad VC Investment Today 36:14 Why Everyone Investing in Legal SaaS Will Lose Money 44:16 Why King Making is More Real Than Ever 55…

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20VC: Deel CEO Alex Bouaziz on Raising $300M+ at a $17BN Valuation | Deel vs Rippling: WTF is Going On | Management Lessons from Ben Horowitz and Nik Storonsky | Deel's M&A Playbook: Lessons from 13 Acquisitions ... 1:15:23

2M ago1:15:23

1:15:23

Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years. AGENDA: 03:38 Anno…

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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 ... 1:13:49

2M ago1:13:49

1:13:49

Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later…

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20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M | Softbank Borrows $5BN Against ARM Holding to Invest More Into OpenAI 1:19:54

2M ago1:19:54

1:19:54

AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Ve…