Best Late Model Stocks Podcasts (2025)

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20Product: Why Most CPOs are Bad | Why You Do Not Need PMs in a World of AI | Why the Design Stage is Dead and How to Use Vibe Coding to Replace It | The Three Roles All Founders End Up Firing on Repeat ... 53:48

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23m ago53:48

53:48

Jason James is the Co-Founder of Tezi and one of the leading product minds in the valley. Prior to Tezi, Jason was the VP Product at Instacart and before that was Head of Product and Design at Thumbtack. AGENDA: 00:00 Product lessons scaling Instacart to $40B – what really moves the needle 02:15 Why “quick optimizations” won’t build billion-dollar …

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NVIDIA Earnings Breakdown | Doug O’Laughlin, Ajay Agarwal, Koen Bok & Jorn Van Dijk, Hussein Fazal, Oisin Hanrahan, Jon Callaghan, Shane Hegde 3:27:40

5h ago3:27:40

3:27:40

(00:11) - NVIDIA Earnings Breakdown (28:43) - Doug O’Laughlin is the President of SemiAnalysis, an independent research firm focused on semiconductors and AI. He specializes in semiconductor strategy, market intelligence, and competitive analysis, regularly guiding investors, technology companies, and policymakers with his insights. (01:12:05) - Ti…

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RCS DIRTY THURSDAY – with Street Stocks #B1* Blaine Barnes, #99 Jordan Barker, & Midwest Mod #E15, Mavrik Strand - 8-28-2025 1:03:12

2h ago1:03:12

1:03:12

In part two of our 2025 rookie special we catch up again with rookie drivers Street Stocks #B1* Blaine Barnes, #99 Jordan Barker, & Midwest Mod #E15, Mavrik Strand to recap their 2025 seasons, and look ahead to what 2026 has in store for them. Keep up with the drivers on their Facebook pages - https://bit.ly/426mwwX - https://www.facebook.com/barke…

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20VC: Anthropic's $10BN Round | Klarna's IPO Broken Down | Inside a16z's 72 Deal Seed Investment Machine | Martin Casado: Is Consensus Investing the Only Game | Why Satya is Chatting S*** on SaaS Apps ... 1:11:40

21h ago1:11:40

1:11:40

AGENDA: 00:00 – Marc Benioff vs Snowflake, Databricks & Palantir: Who Wins the Data Cloud War? 05:10 – Does Benioff Feel The Need to Buy AI Talent Like Zuck Is? 09:00 – What Salesforce has Learned From Palantir on Forward Deployed Engineers? 18:00 – Will SaaS apps disappear in an AI world? Why Satya is Chatting S*** 23:40 – Are SDRs really screwe…

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SpaceX Launch: Deep Dive & Reactions | Josh Reeves, Keller Cliffton, Will Brown, Julia Steinberg, Olivia Moore, Flo Crivello 3:04:24

1d ago3:04:24

3:04:24

(00:11) - SpaceX Launch Reactions (16:35) - History of SpaceX (29:53) - Mature Startups Get Venture-Debt Boost (41:38) - Timeline Reactions (01:28:52) - Josh Reeves, CEO of Gusto, discusses the company's acquisition of Guideline, a retirement benefits provider, to enhance services for small businesses. He highlights the long-standing partnership be…

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The Experts Weigh in on Intel, Big Family: The Ultimate Status Symbol | Wade Foster, Dan Wang, Nicolas Sharp, Shan Aggarwal, Vikas Enti, Bryan Pellegrino, Logan Kilpatrick, Rylan Hamilton 3:27:41

2d ago3:27:41

3:27:41

(00:11) - Timeline Reactions (01:39) - 100k on X (04:53) - The Experts Weigh in on Intel (20:17) - Founders Podcast: How Elon Works (24:27) - Taylor Swift Engaged (29:21) - Big Family: The Ultimate Status Symbol (51:49) - Friendship Ends over $80M Crypto Bet (01:06:14) - Timeline Reactions (01:22:06) - Fivespan Takes Stake in Ney York Times (01:27:…

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Intel’s Tightrope Walk with Trump, Surprise Appearance From Dr. Drew | Darren Rovell, Dr. Drew Pinsky, Colin Anderson, Truman Sacks 2:58:50

3d ago2:58:50

2:58:50

(01:59) - Intel's Tricky Dance with Trump (41:09) - Is Trump's Intel Stock-Buy Socialism? (50:44) - Timeline Reactions (59:47) - Darren Rovell, a seasoned sports business journalist and avid memorabilia collector, discusses his transition from ESPN to founding Cllct, a media platform dedicated to the collectibles market. He highlights the platform'…

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20VC: Do Margins Matter in AI? | Is Defensibility Gone For Good? | Is Vertical SaaS Dead in a World of AI | What SaaS Rules Are BS and No Longer Apply in a World of AI | The Future of Venture: Why Chanel ... 1:21:03

4d ago1:21:03

1:21:03

Byron Deeter is a Partner at Bessemer Venture Partners, and one of the most renowned SaaS investors. Byron has led 19 unicorn investments, including IPO successes like ServiceTitan, Procore, Twilio, Box, Gainsight, Intercom, DocuSign, SendGrid. His portfolio includes eight companies that have gone public. Insane. Agenda: 00:00 – Why are the stakes …

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Weekly Recap: Mark Cuban, Kanye’s Wild Mansion Makeover, China Heads to the Moon, Money in Clipping 1:36:54

5d ago1:36:54

1:36:54

(00:00) - Intro (00:04) - The Big Money of Clipping (14:12) - Meta Smart Glasses (28:31) - Heads to the Moon (34:21) - Mark Cuban (Investor & Entrepreneur) (01:04:46) - Kanye’s Wild Mansion Makeover (01:08:49) - Gabe Whaley (MSCHF) TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - htt…

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Jeffrey Katzenberg & Kimbal Musk, Dow Jumps as Powell Signals Rate Cut, Crusoe in Talks for $10B Valuation, Inside America's Most Expensive Home | Joe Weisenthal, Jessica Livingston, Zachary Bookman 2:46:16

6d ago2:46:16

2:46:16

(00:58) - Dow Jumps as Powell Signals Rate Cut (05:46) - Crusoe in Talks for $10B Valuation (15:24) - Inside America's Most Expensive Home (35:46) - Timeline (01:13:47) - Joe Weisenthal, a financial journalist and co-host of Bloomberg's "Odd Lots" podcast, discusses the Federal Reserve's recent policy signals, noting that Chair Jerome Powell's comm…

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David Senra LIVE in The Ultradome | Chase Lochmiller & Alon Yariv, Filip Aronshtein, Gorkem Yurtseven, Sudheesh Nair, Julie Zhuo, Jakob Diepenbrock, Gabe Whaley 3:25:15

7d ago3:25:15

3:25:15

(00:13) - Timeline (11:48) - The Inexorable Rise of Latin America's Drug Cartels (26:18) - Timeline (26:45) - Beers, Buns, Baseball: The 9-9-9 Challenge (31:35) - Timeline (43:38) - Chase Lochmiller, co-founder and CEO of Crusoe Energy Systems, discusses the company's acquisition of Atero to enhance GPU utilization and efficiency in AI workloads. H…

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RCS DIRTY THURSDAY - with World of Outlaws Sprint Drivers Amelia & Laela Eisenschenk - 8-21-2025 1:19:37

7d ago1:19:37

1:19:37

World of Outlaws Sprint Car Drivers #1 Amelia Eisenschenk & #15 Laela Eisenschenk join us to talk about their seasons and making their World of Outlaws debut this Friday at River Cities Speedway!! For the latest on Amelia & Laela, keep up with their Facebook page - https://www.facebook.com/DSRduo Check out the Dirty Thursday YouTube channel for our…

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20VC: Databricks at $100BN | Chamath’s SPAC Revival: Peak Mania? | OpenAI Staff Cash Out Billions & Sam Altman Will Spend Trillions | CoreWeave’s $11B Debt Bet & Nubank’s $2.5B Profit Shocker 1:27:58

8d ago1:27:58

1:27:58

Agenda: 00:00 – Databricks hits $100B: Bubble or just the beginning? 03:15 – Is Databricks actually undervalued at 25x revenue? 07:40 – Are we on the verge of the biggest IPO wave ever? 11:30 – Can Andreessen’s Databricks bet return $30B+? 18:10 – Who really gets rich when mega-unicorns IPO? 19:30 – Is the return of Chamath’s SPACs the ultimate bub…

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Mark Cuban, Vlad Tenev & MORE | Larry Ellison's Cloud Scores Big, Silicon Valley's Family Life, Qasar Younis, Minna Song 3:33:03

8d ago3:33:03

3:33:03

(00:21) - Timeline (06:37) - AI Orality Opens Up the Grift Gates (27:23) - Ellison's Cloud Scores Big with AI Titans (44:25) - Timeline (01:35:31) - Silicon Valley's Pro-Family Posture Fights Reality (01:46:00) - Timeline (01:57:17) - Vlad Tenev, co-founder and CEO of Robinhood, discusses the company's evolution into a comprehensive financial platf…

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Chamath Is Back With New SPAC, AI Scrutiny, China’s Moon Push | Pete DeJoy, Marty Kausas, Matteo Franceschetti, Abdul Al-Asaad, Derek Lo, Alex Telford 3:09:39

9d ago3:09:39

3:09:39

(00:30) - Chamath is Back with New SPAC (31:33) - Timeline (01:01:23) - TBPN Substack (01:16:35) - Gong of the Day (01:26:14) - Timeline (01:59:29) - Pete DeJoy, co-founder and interim CEO of Astronomer, discusses the company's evolution from its inception in Cincinnati, Ohio, to becoming a leader in data orchestration with its Apache Airflow-power…

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OpenAI Staff to Sell $6B in Stock, Flirty Meta Chatbot Leads NJ Man to Death, Claude Can Now End Conversations | Noor Siddiqui 2:54:35

10d ago2:54:35

2:54:35

(07:18) - OpenAI Staff to Sell $6B in Stock (10:38) - Financial Times: Stop Talking About AI (20:37) - Do LLMs Have Music Taste? (39:01) - Man Dies After Being Lured by Chatbot (43:54) - Claude Can Now End Conversations (57:46) - The Big Money of Clipping (01:21:43) - Timeline (01:35:28) - Noor Siddiqui, founder and CEO of Orchid, a reproductive te…

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20VC: Lovable CEO Anton Osika on $120M in ARR in 7 Months | The Honest Truth About Defensibility and Unit Economics for AI Startups | The State of Foundation Models: Long Grok, Short OpenAI, Why | Replit ... 1:08:48

11d ago1:08:48

1:08:48

Anton Osika is the Co-Founder and CEO @ Lovable, the fastest growing company on the planet. In just 7 months, they have scaled from $0 to $120M in ARR. They have raised over $200M in funding from some of the best including Accel, Creandum and 20VC. Their latest round priced the company at a whopping $2BN. Agenda for Today: 00:00 – Is AI an Arms Rac…

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Weekly Recap: Sam vs. Elon, Cluely's Crazy Ad, UFC x Paramount, Apple's AI Robot 2:00:15

12d ago2:00:15

2:00:15

(00:00) - Intro (00:05) - Sam Altman vs. Elon Musk (25:34) - Roy Lee and Cluely's Curious Marketing Strategy (28:50) - Ads in ChatGPT (38:20) - Perplexity Wants to Buy Chrome (55:10) - UFC’s $7.7 Billion Paramount Deal (01:09:13) - Apple is Building a Robotic Siri For Your Home (01:28:40) - Slop vs. Steel Debate w/ Delian Asparouhov (Varda) & Evere…

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Slop vs. Steel Showdown w/ Delian & Everett, GPT-5 Backlash, Trump Eyes Intel Stake | Bill Bishop, Jimmy Goodrich, Lennart Heim, David Stout, Cameron Schiller, Cyriac Roeding, NFM Live 2:58:11

13d ago2:58:11

2:58:11

(00:54) - LIVE Slop vs. Steel Debate w/ Delian & Everett. Delian Asparouhov, a Bulgarian-born entrepreneur and venture capitalist, is a partner at Founders Fund and co-founder of Varda Space Industries. Everett Randle is a partner at Kleiner Perkins, where he focuses on inflection-stage investments in tech startups. He rejoined the firm in 2022 aft…

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Charly Coleman, "The Spirit of French Capitalism: Economic Theology in the Age of Enlightenment" (Stanford UP, 2021) 1:02:34

13d ago1:02:34

1:02:34

Charly Coleman's latest book, The Spirit of French Capitalism: Economic Theology in the Age of Enlightenment (Stanford University Press, 2021) is at once a history of ideas, the economy, religion, and material culture. Pursuing the imbrication of the economy and theology with respect to both worldly and spiritual value and wealth, the book explores…

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David de Boer, "The Early Modern Dutch Press in an Age of Religious Persecution" (Oxford UP, 2023) 34:47

13d ago34:47

34:47

David de Boer returns to the podcast to talk to Jana Byars about his first book, The Early Modern Dutch Press in the Age of Religious Persecution (Oxford UP, 2023). This book is available open source here. For victims of persecution around the world, attracting international media attention for their plight is often a matter of life and death. This…

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20VC: 15 Term Sheets in 7 Days and Choosing Benchmark | Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding | Are AI Models Plateauing Today | Building a 9-9-6 Culture From ... 1:20:48

14d ago1:20:48

1:20:48

Max Junestrand is the Co-Founder and CEO @ Legora, the collaborative AI powering the next generation of lawyers. Now this is an insane story for many reasons; first, Max turned down a multi-million dollar career in gaming to build Legora. Second, he has raised from the best of the best including Benchmark and IVP. Third, he has scaled the firm with…

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NVIDIA Chip Export Debate with Aaron Ginn, Apple Building a Robotic Siri | Delian Asparouhov, Jen Bucci, Ben Kennedy, Jessica Wu, Parag Agrawal, Eric Simons, Matt George 3:01:57

14d ago3:01:57

3:01:57

(08:42) - NVIDIA Chip Export Debate w/ Aaron Ginn. Aaron Ginn is a technology entrepreneur and policy analyst known for his insights into artificial intelligence (AI) and U.S.-China relations. In the conversation, he critiques the notion that restricting Chinese access to Nvidia's AI hardware will hinder China's AI progress, suggesting it may inste…

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RCS DIRTY THURSDAY - with Greenbush Announcer, Dan Wiskow & NOSA/NLSA Director, Amanda Jo Enright - 8-14-2025 1:13:52

14d ago1:13:52

1:13:52

Greenbush Race Park Announcer, Dan Wiskow & NOSA/NLSA Competition Director, Amanda Jo Enright join us to discuss NOSA's return to Greenbush Racepark this weekend for the Rick Johnson Memorial this weekend. For more info, visit the track's Facebook page - https://bit.ly/4oCbskW Check out the Dirty Thursday YouTube channel for our latest 100 episodes…

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20VC: GPT5: Sam Altman's Masterplan or a Gift To Anthropic | Palantir & Shopify Crush Earnings | Monday & Datadog Perform But Hit Hard by Wall St | Should Perplexity Buy Chrome for $34.5BN | 1:22:01

15d ago1:22:01

1:22:01

AGENDA: 00:04 – Was GPT-5 the Biggest AI Letdown Yet? 00:17 – Is OpenAI’s Real Target Anthropic’s $6B Revenue? 00:22 – Why Anthropic Might Secretly Be Worried 00:28 – The Hidden Business Strategy Behind OpenAI’s “Underwhelming” Launch 00:32 – Should Perplexity Really Try to Buy Chrome for $34.5B? 00:35 – The $3B N8N Deal: Genius Bet or Bubble FOMO?…

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OpenAI Prepares ChatGPT for Ad Driven Era, The AI Paradigm Shift | Keith Rabois, Alfred Lin, Keith Sakata, M.D., Talia Goldberg, Dave Girouard, Kylan Gibbs, Sam Jones, Zach Pogrob 3:32:15

15d ago3:32:15

3:32:15

(01:19) - Timeline in Turmoil (09:43) - OpenAI Prepares ChatGPT for Ad Driven Era (32:49) - The AI Paradigm Shift (36:29) - Keith Rabois, an American technology executive and investor, has held significant roles at PayPal, LinkedIn, and Square, and co-founded Opendoor. In the conversation, he discusses the competitive threat OpenAI's ChatGPT poses …

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Timeline in Turmoil: Elon Clashes with Altman, Perplexity Offers $34.5B for Chrome, Apple in Elon's Crosshairs | David Risher, James Cadwallader, Devin Bhushan, Demi Guo, Eugenia Kuyda, Alex Danco, Isaiah ... 3:25:45

16d ago3:25:45

3:25:45

(00:08) - Timeline in Turmoil (10:45) - Elon Demands App Store Antitrust Action (17:33) - Musk Threatens Apple Lawsuit (26:17) - Perplexity Offers $34.5B for Google Chrome (43:47) - NVIDIA Buys Back into China Markets (01:03:14) - David Senra Call In (01:17:42) - UFC Moves From PPV to Paramount Streaming (01:31:52) - Timeline (01:45:47) - Demi Guo,…

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Trump's Deal with NVIDIA, Genie 3 AI Paintings, Intern GPT-5 Test, AI Hedge Funds | Peter Harrell, Aaron Ginn, John Maslin 2:57:18

17d ago2:57:18

2:57:18

(00:17) - Timeline (05:04) - Intern Reviews GPT-5 (20:02) - Google Deepmind's Genie 3 Reactions (40:10) - Timeline (53:39) - Billions Flow into AI-Focused Hedge Funds (01:06:24) - Trump Demands 15% Revenue Tax From AI (01:13:01) - Lip-Bu Tan Headed to The White House (01:29:38) - Peter Harrell, a non-resident fellow at the Carnegie Endowment for In…

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20VC: Figma, Scale, Wiz: Inside Index's Decacorn Factory | Decision-Making, Investment Process, Biggest Lessons, Biggest Misses | Why Gross Margin is a Fallacy at Seed | Never Turn Down a Deal on Price ... 1:19:50

18d ago1:19:50

1:19:50

Martin Mignot is a Partner at Index Ventures, the best-performing fund in the world right now. In the last three months, they have sold Wiz for $ 32 billion, sold Scale for $14.9 billion, and IPO'd Figma as the largest investor. In addition to this, they are the largest or second-largest shareholders in Roblox, Revolut, Adyen and Datadog. Agenda fo…

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Weekly Recap: GPT-5, Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen 2:26:10

19d ago2:26:10

2:26:10

(00:00) - Intro (00:04) - Microsoft Cloud Outpaces AI (23:08) - Disney’s AI Dilemma (37:18) - What Apple Should Do with $100B Share Buyback (49:37) - Howard Stern Canceled After Decades On Air (53:51) - OpenAI Releases Open Source Model (01:05:45) - Marc Andreessen (a16z) (01:41:13) - AI Model Whiteboard Breakdown (01:57:19) - GPT-5 Review Ft. Rahu…

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GPT-5 Hot Takes, Rahul Live from The Ultradome, Doug From SemiAnalysis, Timeline Reactions | Doug O’Laughlin, Rahul Sonwalkar, Mitchell Green, Ben Schleuniger, Merrill Lutsky 3:20:01

20d ago3:20:01

3:20:01

(00:10) - Rahul Sonwalkar Live in the Ultradome. Rahul Sonwalkar, founder and CEO of Julius AI, transitioned from his viral "Rahul Ligma" persona to leading an AI data analysis platform that has attracted over 2 million users. In the transcript, he discusses the challenges and solutions in AI code generation, emphasizing the importance of accuracy …

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20VC: The $BN Greenoaks Backed Protein Bar | Hitting $100M Revenues in David's First Year: Lessons & Mistakes | $0 to $600M: The Untold RXBAR Story | Product-Market-Fit, Pricing, Branding: What Every Founder ... 1:06:15

21d ago1:06:15

1:06:15

Peter Rahal is the Co‑Founder & CEO of David Protein, the highest protein‑to‑calorie ratio for any protein bar on the market. Peter has raised over $85M from Greenoaks, Dr. Peter Attia and Dr. Andrew Huberman with the latest round valuing the company at $725 million. The company is poised for over $100 million in first‑year revenue. Formerly, Peter…

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OpenAI Day: GPT-5 Unveiled | Mark Chen, Greg Brockman, Sarah Friar, Max Schwarzer, Brad Lightcap & More 4:10:32

21d ago4:10:32

4:10:32

(01:18) - AI Model Whiteboard Breakdown (26:23) - Mark Chen, Chief Research Officer at OpenAI, discusses the recent launch of GPT-5, emphasizing its enhanced reasoning capabilities and seamless integration of various AI models to improve user experience. He highlights the model's ability to perform complex tasks more efficiently, reducing the need …

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RCS DIRTY THURSDAY - with Lightning Sprint drivers - #11 Dexter Dvergsten, #26 Chris Crowder - 8-7-2025 1:11:01

21d ago1:11:01

1:11:01

August 7, 2025 - On today’s show, we preview the Lightning Sprint Nationals starting tonight in Norman County Raceway, River Cities Speedway this Friday, Devils Lake Speedway on Saturday, and Buffalo River Speedway on Sunday. Joining us are Lightning Sprint drivers - #11 Dexter Dvergsten, #26 Chris Crowder. For more info, visit the Minn-Kota Lightn…

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20VC: Figma's 250% Pop - The Greatest IPO Mispricing Ever | Meta and Microsoft Blowout Quarters: Broken Down | Cognition Raises at $15BN and Ramp at $22BN | CRV Downsizing and What It Means for LPs and ... 1:20:30

22d ago1:20:30

1:20:30

Agenda: 00:00 – The Worst IPO Mis-Pricing Ever: What Really Happened at Figma 02:30 – Fidelity vs Founders: How Important is Fidelity When Going Public 07:00 – Why Founders Secretly Want a Pop, Even If It Makes Them Look Stupid 10:15 – The Truth Behind the $3B Figma "Left on the Table" 14:00 – Direct Listings vs IPOs: Should Figma Have Gone Direct …

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Marc Andreessen on M&A, AI Ads & His Advice for Young VCs, Shopify's Harley Post-Earnings, Google's Genie 3 Potential & More | Marc Andreessen, Harley Finkelstein, Anton Osika, Thomas Dohmke, Alex Jacobson ... 3:23:27

22d ago3:23:27

3:23:27

(01:41) - Timeline (04:28) - How Serious is Google's Genie 3 Model? (22:42) - The 5-Level Framework for Robotics (40:35) - Cerebras Proves it Can Actually Work (48:36) - Timeline (01:26:53) - Marc Andreessen is an American entrepreneur, software engineer, and venture capitalist. He is best known as the co-creator of Mosaic, the first widely used we…

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Apple Unleashes $100B Buyback, Palantir Crushes Earnings, OpenAI's New Open Source Model | Alex Albert, Scott Kupor, Kyle Harrison, Brielle Terry, Sean Henry, Andi Duro, Gabe Pereyra, Kareem Amin 3:23:01

23d ago3:23:01

3:23:01

(00:31) - Timeline (02:06) - What Apple Should Do with $100B Share Buyback (22:29) - Palantir Blows Past Earnings Expectations (34:57) - OpenAI Releases Open Source Model (50:25) - Google Deepmind Genie 3 Reactions (56:01) - Timeline (01:02:02) - Jet Blue First Class Review (01:07:58) - Timeline (01:30:23) - ElevenMusic Reactions (01:32:07) - Timel…

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Microsoft Cloud Outpaces AI, Disney’s AI Dilemma | Samir Chaudry, Dan Wright, Flo Crivello, David Tuttle, Will Ahmed, Aneesh Dhawan 3:26:48

24d ago3:26:48

3:26:48

(03:34) - Microsoft Cloud Outpaces AI (33:41) - AI Coming For Consultants (01:03:35) - Disney’s AI Dilemma (01:17:52) - Timeline (01:42:09) - Dan Wright, Co-Founder and CEO of Armada, discusses the company's mission to build hyperscale data centers for edge computing, targeting the 70% of the world lacking AI infrastructure. He highlights their wor…

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20Sales: $0-$3.7BN: The Databricks CRO’s Playbook to Build the Fastest GTM Engine in SaaS History | How Databricks Beat Snowflake | How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko ... 1:15:36

24d ago1:15:36

1:15:36

Ron Gabrisko is the Chief Revenue Officer at Databricks, where he joined in 2016. Under his leadership, Databricks has scaled from $0 to $3.7BN annualized revenue. He has grown the sales team from 0 to over 1,000 globally, leading expansion into enterprise, government, and international markets. Ron previously held senior sales roles at Cloudera an…

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20VC: Inside Carnegie Mellon's $4BN Endowment | Why 90% of LPs Shouldn't Invest in VC | The $140BN Problem with Multi-Stage Funds | The Hidden Math Behind DPI, TVPI, and Illiquidity with Miles Dieffenbach ... 1:27:17

25d ago1:27:17

1:27:17

Miles Dieffenbach is Managing Director of Investments at Carnegie Mellon University, where he helps oversee a $4 billion endowment with a focus on venture capital, private equity, and alternative investments. Under his leadership, CMU’s private book has remained self-funding during some of the toughest years for liquidity. Agenda for Today: 00:04 –…

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Weekly Recap: Figma’s IPO, Ramp Reaches $22.5B, Gwyneth Paltrow Saves Astronomer, Top AI Researchers Ranked 1:22:21

26d ago1:22:21

1:22:21

(00:00) - Intro (00:03) - Gwyneth Paltrow Saves Astronomer (19:25) - The Metis List of Top AI Researchers (24:16) - Eric Glyman (Ramp) (50:31) - Figma IPO (01:03:58) - Andrew Reed (Sequoia Capital) (01:18:43) - Timeline Reactions To Figma IPO TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com L…

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Figma IPO Recap, TBPN Market Recap, Ray Dalio Steps Down From Bridgewater, Coinbase Earnings Update, Reviewing The Mansion Section 1:14:54

27d ago1:14:54

1:14:54

(00:17) - Figma IPO Recap (03:28) - TBPN Market Recap (27:14) - Ray Dalio Steps Down From Bridgewater (34:52) - Coinbase Earnings Update (40:57) - Figma IPO Timeline Reactions (01:03:04) - Reviewing The Mansion Section TBPN.com is made possible by: Ramp - https://ramp.com Figma - https://figma.com Vanta - https://vanta.com Linear - https://linear.a…

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LIVE FROM NYSE FOR $FIG | Dylan Field, Lynn Martin, Kris Rasmussen, Andrew Reed, Danny Rimer, Mamoon Hamid 1:59:12

28d ago1:59:12

1:59:12

(38:35) - Andrew Reed, a partner at Sequoia Capital, reflects on Figma's journey from its early days to its successful IPO. He highlights the company's meticulous attention to detail, evident in their product development and the recent New York Stock Exchange debut. Reed also discusses the evolving role of creative technologists and the impact of A…

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RCS DIRTY THURSDAY - with Retired Driver & RCS Historian, Ryan Flaten & 2025 Hall-of-Fame Inductee, Troy Schill - 7-31-2025 1:10:25

28d ago1:10:25

1:10:25

On a very special episode, we will be previewing the 2025 River Cities Speedway Hall-of-Fame class with Retired Driver & RCS Historian, Ryan Flaten & 2025 Hall-of-Fame Inductee, Troy Schill. It will be the perfect way to prepare for the 2025 class that will be inducted during intermission at this Friday's races! Check out the Dirty Thursday YouTube…

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20VC: Benchmark Loses Another Partner | Elad Gil Raises a Monster $1.5BN Solo GP Fund | Why Apple Need a Management Overhaul | Why Google is the Best Performing Hyperscaler | Will Cursor Hit $4BN ARR ... 1:21:26

29d ago1:21:26

1:21:26

Agenda: 00:00 - Why Benchmark Is Bleeding Partners (and Why That’s the New Normal) 04:57 - “I Wouldn’t Leave Benchmark… Unless I Had THIS” — Jason on Brand vs Autonomy 09:01 - The Rise of the Solo GP & The Death of LP Conventional Wisdom 13:50 - The Unstoppable Force of Elad Gil & The Myth of LP Discipline 18:45 - Is Vibe Coding the New SaaS? Jason…

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LIVE FROM NEW YORK: Ramp's Valuation Reaches $22.5B, Figma Going Public, The Personal Superintelligence Debate | Eric Glyman, Avi Schiffmann 1:47:33

29d ago1:47:33

1:47:33

(00:34) - Zuck and Personal Superintelligence (32:00) - Figma Going Public (45:40) - Eric Glyman, co-founder and CEO of Ramp, a financial operations platform, announced a $500 million Series E-2 funding round, elevating the company's valuation to $22.5 billion. He discussed the rapid growth of Ramp, highlighting the launch of autonomous AI agents d…

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The Metis List of Top AI Researchers, High Schoolers Beat AI At Math Olympiad, Apple Might Ditch Camera Bump, GPT-5 Rumors Heating Up | Ryan Petersen, Ty Haney, Antonio García Martínez, Ian Webster, Ori ... 2:19:25

1M ago2:19:25

2:19:25

(00:24) - The Metis List of Top AI Researchers (06:19) - High-Schoolers Beat Top AI Models (34:47) - New iPhone Spotted in the Wild (45:18) - GPT-5 Might Arrive Next Week (50:14) - Ryan Petersen, founder and CEO of Flexport, discusses the company's acquisition of Convoy's technology in November 2023, its subsequent revitalization, and the recent sa…

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Astronomer Makes a Comeback, Massive Data Leak at Tea, AI-Powered Ads Spark Controversy | Anton Troynikov, Rahul Sonwalkar, Nico Christie 2:56:46

1M ago2:56:46

2:56:46

(00:21) - Astronomer Makes a Comeback (20:20) - Massive Data Leak at Tea (59:38) - AI Powered Ads Sparks Controversy (01:23:12) - Trump Wins the Hulkmania Tariffs Brawl (01:28:24) - Anton Troynikov, co-founder of Chroma, a company specializing in AI-native open-source embedding databases, discusses the phenomenon of "LLM psychosis," where individua…

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20VC: a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues | Cursor vs Replit vs Lovable: Who Wins and Who Loses | The One Sin in AI Investing | Why Open Source is a National Security Risk ... 1:10:37

1M ago1:10:37

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Martin Casado is a General Partner @ a16z where he leads the firms $1.25BN infrastructure fund. At a16z, Martin has led investments in companies like Cursor, dbt Labs, and Fivetran to name a few. Before joining a16z, he co-founded Nicira, acquired by VMware for $1.26B. At VMware, he served as CTO of Networking. Widely regarded as a visionary in ent…

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20Product: Should We Kill the PM Role Entirely | How Does Product Design Change Most in a World of AI | How Do Monzo Build Product Today: What Works, What Does Not | Why Most Product Sucks and What Makes ... 1:07:26

1M ago1:07:26

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Fernando Fanton is one of the most respected product leaders in Europe, having held Chief Product Officer roles at Monzo and Just Eat. He previously led product and tech at Rappi, one of Latin America's most valuable startups. Today, Fernando is the CPO @ Property Finder; one of the biggest breakout unicorns from MENA. Agenda: 00:00 – Is “having a …