Best Late Model Stocks Podcasts (2025)

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20VC: Cohere Founder on How Cohere Compete with OpenAI and Anthropic $BNs | Why Counties Should Fund Their Own Models & the Need for Model Sovereignty | How Sam Altman Has Done a Disservice to AI with ... 1:07:50

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2d ago1:07:50

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Nick Frosst is a Canadian AI researcher and entrepreneur, best known as co-founder of Cohere, the enterprise-focused LLM. Cohere has raised over $900 million, most recently a $500 million round, bringing its valuation to $6.8 billion. Under his leadership, Cohere hit $100M in ARR. Prior to founding Cohere, Nick was a researcher at Google Brain and …

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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

5d ago53:48

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

5d ago1:03:12

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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

6d ago1:11:40

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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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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

9d ago1:21:03

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

12d ago1:19:37

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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

13d ago1:27:58

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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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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

16d ago1:08:48

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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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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

19d ago1:20:48

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

19d ago1:13:52

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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

20d ago1:22:01

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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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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

23d ago1:19:50

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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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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

26d ago1:06:15

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

26d ago1:11:01

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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

27d ago1:20:30

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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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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

30d ago1:15:36

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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

1M ago1:27:17

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

1M ago1:10:25

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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

1M ago1:21:26

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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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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 …

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RCS DIRTY THURSDAY - with BAJA Drivers #2 Hogan Lundeen, #49 Dylan Horne, & #29 Mike Reber - 7-24-2025 1:07:41

1M ago1:07:41

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BAJA drivers #2 Hogan Lundeen, #49 Dylan Horne, & #29 Mike Reber come on the show to discuss their 2025 seasons thus far and preview the Thief River Falls races on August 2 at the Thief River Falls Fairgrounds at 3pm! Find out more about BAJA and Bush racing on their Facebook group - http://bit.ly/4lN55tj Check out the Dirty Thursday YouTube channe…

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20VC: Lovable Raises at $2BN & Hits $100M ARR | Is Cursor Worth $28BN at $1BN in ARR | How Do All Providers Deal with Anthropic Dependency Risk | Are Seed Funds F******: Have Mega Funds Won | Figma IPO ... 1:21:38

1M ago1:21:38

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Agenda: 00:00 – Did Jason Just Kill Replit? 03:45 – Why Claude Lies To You and Cannot Be Trusted 06:50 – You Cannot Trust Agents. Period. 10:20 – Why Windsurf Was Dead Without Claude 12:30 – Cursor vs. Lovable: What’s the Better Bet? 14:40 – Should You Still Invest in Cursor at $28B? 18:05 – Would You Bet on Anthropic at $100B or OpenAI at $300B? 2…

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20VC: Scaling to $1BN+ in Revenue with No Funding: Surge AI | The Most Insane Scaling Story in Tech | 1:06:20

1M ago1:06:20

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Edwin Chen is the Founder and CEO of Surge. Founded in 2020, Surge has scaled to $1BN+ in revenue with zero external funding. At the same time, their competitor, Scale.ai raised over $1.3BN to reach $850M ARR. Today, Surge have the world’s largest model providers as customers and have just 120 employees. Agenda: 00:00 — “Everyone Else Is Just a Bod…

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20VC: Cognition CEO Scott Wu on Acquiring Windsurf: The Process, The Deal, The Rationale | Did Google Overlook a Goldmine in the Core Asset and Did Founders Leave a Sinking Ship | How Cursor and Cognition ... 48:08

2M ago48:08

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Scott Wu is the co-founder and CEO of Cognition, the company behind Devin, the world’s first AI software engineer. On Friday last week they pulled off the acquisition of the year, acquiring Windsurf, following their licensing agreement with Google. Previously a world-class competitive programmer, he was a gold medalist at the International Olympiad…

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RCS DIRTY THURSDAY - with NOSA Sprint #27, Weston Olson, Jason Olson, & NOSA Legend, Wade Nygaard - 7-17-2025 1:03:19

2M ago1:03:19

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NOSA Sprint #27, Weston Olson, Jason Olson, & NOSA Legend, Wade Nygaard join us to discuss Weston's first NOSA win, recap their racing pasts, and look ahead to rest of the season! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - https://www.youtube.com/@gfbsdirtythursday Show is recorded at Grand Forks Best Source. For stu…

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20VC: Windsurf x Google x Cognition: Full Breakdown: Who Made Money, Who Did Not | Lovable vs Replit: Will These Be $100BN Businesses | Why Elon Could Beat Sam Altman with the New Grok | Why Every S&P ... 1:21:58

2M ago1:21:58

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Agenda: 00:00 Windsurf was dead—then this deal changed everything 05:00 The Windsurf x Google x Cognition saga explained 09:00 The OpenAI deal collapsed—what really happened 15:00 FTC rules forced a brutal deal structure—who lost? 17:00 The investors’ returns: who actually made money? 21:30 Will Google’s corp dev team get fired over this? 23:00 Cog…

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20VC: Vlad Tenev on Robinhood’s $85BN Resurgence | Tokenizing SpaceX & OpenAI | Building Nine Revenue Lines Over $100M | Why Crypto Will Be Robinhood's Biggest Revenue Line | Why Stablecoins Will Replace ... 57:52

2M ago57:52

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Vlad Tenev is the Founder and CEO of Robinhood, the greatest story on Wall St of the last decade. In the previous 18 months, Robinhood has increased its net revenue by 58% to nearly $3B; a $500M loss in 2023 turned into a $1.1B profit in 2024. Robinhood’s stock is up roughly 4x, lifting their market cap to north of $80B. Today, Robinhood has nine l…

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20Growth: The Death of Growth Teams? | How Hubspot Use AI to Triple Email Conversion | The Future of AI SEO | Why Prompt Engineering is the New Coding | What Every CMO Needs to Know About AI in 2025 1:15:51

2M ago1:15:51

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Kieran Flanagan is the CMO at HubSpot, where he’s led the transformation of their growth strategy from SEO-led to multi-channel and AI-powered. Formerly SVP of Marketing, he helped scale HubSpot’s user base to millions and revenue past $2B. Before HubSpot, he drove breakout growth at Marketo and Salesforce. Kieran is one of the most respected voice…

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RCS DIRTY THURSDAY – with FKA Jr 1 Wing Kart Driver Maverik Omdahl, and Sr Med Drivers Brandon, Ryan, & Adam Thorvilson - 7-10-2025 1:02:26

2M ago1:02:26

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It is the annual FKA Live Raffle Drawing show! In between all the drawings we will be talking to FKA drivers Jr 1 Wing Kart #57 Maverik Omdahl, and Sr Med drivers, Brandon, Adam, & Ryan Thorvilson to discuss the latest on their 2025 season! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - https://www.youtube.com/@gfbsdirty…

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20VC: Daniel Gross and Nat Friedman: Acquired by Meta | OpenAI’s SBC Bombshell: More Stock Comp Than Revenue | Privat Equity is Back: Olo Bought for $2BN | Microsoft Lays Off 9,000 People: Is This Just ... 1:07:29

2M ago1:07:29

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Agenda: [00:00] The AI Talent Crisis No One’s Ready For [03:00] Daniel Gross and Nat Friedman: Why Two Legendary VCs Walked Away From $1B to Join Meta [12:00] Meta’s AI Talent Magnet: Will It Actually Work? [15:00] Cursor Is Breaking the Market: Can Anyone Compete? [18:30] OpenAI’s SBC Bombshell: More Stock Comp Than Revenue [22:00] CoreWeave’s Pow…

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20VC: Scott Galloway on Are Billionaires Happy & The Impact of Money on Psychology and Self-Worth | Becoming a Better Father & Husband | Why We Should Drink More and Not Work From Home | The Tinder Effect ... 1:10:50

2M ago1:10:50

1:10:50

Scott Galloway is a Professor of Marketing at NYU Stern, where he’s taught for over two decades. He’s the founder of several successful companies, including L2 (acquired by Gartner for over $150M), Red Envelope, and Prophet. He’s a New York Times bestselling author of four books on business and tech, and co-hosts the award-winning Pivot podcast. Ga…

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RCS DIRTY THURSDAY REPLAY - with Joshua Johnson, LM #84 from Feb. 10, 2022 56:43

2M ago56:43

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February 10, 2022 - We are off today for the extended Independence Day weekend so we are digging deep into the Dirty Thursday archives from February of 2022 for our interview with Late Model Driver #84, Joshua Johnson! Have a safe and happy fourth of July weekend everyone! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - h…

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20VC: Figma's IPO: The Full Breakdown | Index Returns $3.5BN on Two Deals | Why Melio's $2.5BN Acquisition is "Discouraging" | Asana's New CEO and the Great Founder Exodus | Oracle's $30BN AI Deal and ... 1:11:17

2M ago1:11:17

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AGENDA: 00:00 – $400B in AI CapEx: Rational Investment or Madness? 05:00 – Figma's IPO: Rule of 80, $1.5B in cash, 40% margins. Unreal. 08:00 – Adobe Screwed the Deal—Should They Have Just Bought Canva? 16:00 – Pay-to-Play Deals: Heroic Hail Mary or Guaranteed Write-Off? 21:30 – How Index Is Returning $3.5B on 2 Deals 24:00 – Melio’s $2.5B Exit: In…

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20VC: Inside KKR's Monster $8BN European Fund | The $500M Turkey Gamble That Went Wrong | Do Andreessen & General Catalyst Scare KKR? | Will AI Kill the PE Model? | Can The PE Model Survive without IPOs ... 1:01:32

2M ago1:01:32

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Philipp Freise is Co-Head of European Private Equity at KKR, where he manages the largest private fund in Europe with $8BN in the latest fund. Philip has led KKR's investments in FGS Global, Superstruct, Axel Springer SE, BMG Rights Management, Fotolia, GetYourGuide, GfK SE, Leonine, Mediawan SAS, Scout24 Switzerland and Trainline. Previously, Phil…

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20Sales: How to Layer Enterprise Sales on PLG | How to Sell AI Tools To Enterprises That Are Scared | Should Reps Own Their Own Pipeline | Mistakes All Founders Make When Moving From Founder-Led to Rep ... 1:17:24

2M ago1:17:24

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Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding part…

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RCS DIRTY THURSDAY - w/World of Outlaws Late Models Announcer, Ruben Mireles & Series Director, Steve Francis - 6-26-2025 48:55

2M ago48:55

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World of Outlaws Late Models Announcer, Ruben Mireles & Series Director, Steve Francis join us to preview this week's WoO Late Models races, including this Friday at River Cities Speedway! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - https://www.youtube.com/@gfbsdirtythursday Show is recorded at Grand Forks Best Source…

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20VC: Nat Friedman and Daniel Gross Bought with Zuck's $100BN AI Budget | Navan Files to Go Public and Canva Pulls the Brakes: Why and What Happens | Why Larry Ellison is the Smartest Man in Tech | Substance ... 1:13:57

2M ago1:13:57

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Agenda: 04:21 - The Meta Acquisition Bombshell: Nat Friedman & Daniel Gross Join Facebook?! 06:00 - Facebook’s $100 Billion Gamble: Can Zuck Buy the Future? 09:27 - The “Magic Room” Theory: Why Only Insiders Get Billion-Dollar Paydays 11:27 - Is Loyalty Dead in Silicon Valley? The Great Talent Exodus 16:00 - Harvey’s $5 Billion Valuation: Genius or…

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20VC: The Wild Story Raising $450M From Masa and Softbank | Why My Biggest Mistakes Came From Listening to VCs | Why 100 VCs Turned Us Down | Why European Founders Are Tougher Than US Founders with Johannes ... 1:16:45

2M ago1:16:45

1:16:45

Johannes Reck is the Founder and CEO of GetYourGuide, the $2BN company that started with a holiday to China and nothing to do. For the first two years, GetYourGuide received only 5 bookings. Today the platform is worth $2BN. They have raised from some of the best, including an amazing story with Masa Son and Softbank. In Today’s Episode We Discuss:…

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20Product: How Duolingo Build Product 10x Faster with AI | Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases | Why Small Teams are the Future of Product | Why PMs Will Become ... 1:19:24

2M ago1:19:24

1:19:24

Cem Kansu is the Chief Product Officer at Duolingo, where he leads product strategy for over 90 million monthly active learners. Since joining Duolingo, Cem has played a pivotal role in driving record user engagement, revenue growth, and product innovation, including the launch of Duolingo Math and the wildly successful Duolingo Music. Under his le…

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RCS DIRTY THURSDAY – with Late Model #93, Kelsi Pederson and Kyle Rehm of BAJA Racing - 6-19-2025 1:14:38

2M ago1:14:38

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June 19, 2025 - NLRA Late Model #93, Kelsi Pederson and Kyle Rehm of BAJA Racing join us today to discuss Kelsi's debut season in Late Models and preview the BAJA races at River Cities Speedway this Sunday at 2:30pm. Check out the Dirty Thursday YouTube channel for over 100 of our latest episodes - / @gfbsdirtythursday Show is recorded at Grand For…

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20VC: Scale's $14.8BN Acquisition: Is Scale a Dead Man Walking / What Did Meta Buy | Chime IPO: Are IPOs Hotter Than Ever | Ramp Hits $16BN Diluting Only 1% | Salesforce, Slack and Dropbox Falling Behind ... 1:06:44

3M ago1:06:44

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Agenda: 00:00 – Meta’s $14.8B Deal for Scale: The Analysis 05:40 – Will Scale Lose Their $800M ARR? Will All Customers Leave? 13:00 – Who is the Winner from All Scale Customers Leaving? 21:30 – Who Made the Most Money From Scale? 24:00 – LPs Just Got $14B Back. Are They Reinvesting? 26:45 – Chime IPO: The Breakdown 29:20 – Ramp Hits $16B Valuation:…

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20VC: How We Made $800M on Coursera | We Lost Money on Uber and Made Money on Lyft | We Did 3x on Postmates in 18 Months | DPI is King, MOIC is BS | We Dodged Theranos and I Still Lost Millions with Larry ... 1:34:40

3M ago1:34:40

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Larry Aschebrook is the Founder and Managing Partner of G Squared in what is one of the wildest stories of venture capital. Larry started G Squared with nothing, dialling for dollars having personally invested in Twitter and Uber. In his first fund, Larry made sizable bets into SpaceX, Palantir, Alibaba and Twitter. Larry has also had mega losses a…

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RCS DIRTY THURSDAY – with NOSA Sprint 10T, Bob Martin & Crew Chief, Torey Martin - 6-12-2025 1:17:49

3M ago1:17:49

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Former River Cities Speedway NOSA Sprint driver, #10T, Bob Martin & Crew Chief and Son, Torey Martin join us to reminisce on Bob's River Cities' days, talk racing, and catch up with them on their latest updates! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - https://www.youtube.com/@gfbsdirtythursday Show is recorded at …

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20VC: SpaceX, Tesla, Neuralink: Elon’s Empire After the Firestorm | Are Circle and Coreweave Meme Stocks: IPO Analysis | Anduril Raises $2.6BN & Becomes Founders Fund's 1st and 2nd Largest Check Ever ... 1:16:12

3M ago1:16:12

1:16:12

Agenda: 00:03 – Circle’s IPO: Investors Just Left $BNs on the Table 00:06 – CoreWeave & Circle: Are We Back to Meme Stock Madness? 00:11 – Should Stripe and Databricks Finally Go Public? 00:17 – US Stock Markets: How They DOMINATE the Global Game 00:21 – 50% of Unicorns Are DOOMED. What Happens Now? 00:25 – Founders Fund Just Dropped $1B on Anduril…

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20VC: Fiverr CEO: ‘If You’re Not Adapting to AI, F* You. You’re Done | Why "Time to Copy" is the Most Important Metric in Startups Today | Why 99% of AI Companies Today Will Die | Why Governments Will ... 1:06:00

3M ago1:06:00

1:06:00

Micha Kaufman is the Founder and CEO of Fiverr, the leading online marketplace for freelance services. Fiverr has had an insane ride in the public markets, in 2019 the company went public with a $650M market cap, at their peak that hit over $8BN. Today, facing a wave of AI, the company has a market cap of $1.121BN on an estimated $430M EOY revenues…

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20VC: The Science of Storytelling: Three Steps to Master the Perfect Story | From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson 1:25:51

3M ago1:25:51

1:25:51

Matt Pohlson is the co-founder and Chairman of Omaze, the most insane story in startups that you have never heard. From near death experience to working with Arnold Schwarzenegger, George Clooney and The Pope. Omaze has raised over $200 million for charity by offering once-in-a-lifetime celebrity experiences and luxury house draws. He's a master st…

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RCS DIRTY THURSDAY - with NOSA/IMCA Sprint #25, Jerzee Rosinski & Greenbush Race Park Announcer, Dan Wiskow - 6-5-2025 1:16:18

3M ago1:16:18

1:16:18

NOSA/IMCA Sprint #25, Jerzee Rosinski & Greenbush Race Park Announcer, Dan Wiskow join the show to recap their 2025 seasons thus far, get a sneak peak at a special Greenbush trophy, and look ahead to the rest of the race year! Check out the Dirty Thursday YouTube channel for our latest 100 episodes - https://www.youtube.com/@gfbsdirtythursday Show …

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20VC: Is Chamath Right: Is DPI The Only Thing That Matters | Does OpenAI Even Matter | Mary Meekers AI Report: The Analysis| IPO Breakdown: Chime, Circle & Thoma Bravo's New Fund 1:23:15

3M ago1:23:15

1:23:15

Agenda: 00:00 – The Most Unfiltered Episode Ever Begins 03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not. 05:45 – TVPI Is Bullshit? 09:20 – Asset Gatherers vs Real Investors: Who Actually Wins? 12:15 – The Death of the Billion-Dollar VC Fund? 16:00 – Mid-Tier VC Funds Are Getting Annihilated 21:00 – Chime: Great Exit or Missed Opportunity…

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20VC: Windsurf Founder on Will Model Companies Own the App Layer | Why Moats Do Not Exist in a World of AI | Why the Notion of Single Person $BN Companies is BS | Lovable vs Bolt & Cursor vs Windsurf ... 1:05:58

3M ago1:05:58

1:05:58

Varun Mohan is the CEO and Co-Founder of Windsurf, the leading AI-native IDE, which has over a million users and generates over 50% of all committed software across thousands of companies. Prior to Windsurf, Varun graduated with a Master’s in Computer Science from MIT and led a team at Nuro focused on large-scale deep learning infrastructure for au…