Lightspeed is a podcast for those interested in how crypto can solve real problems and create products users love. It's a callback to the garage days of Silicon Valley, where builders pushed the limits of hardware and software to build world-changing products. We interview the projects and founders that will make this same impact today.
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Lightspeed Tech Podcasts
A K12TechPro Podcast. This podcast is about trending K12 technology topics and issues. Josh, Chris, and Mark have real conversations, real arguments, and real banter on IT issues and trends in K12 Schools. Current and Past Sponsors: Absolute, Arista, HPE Aruba Networking, Blocksi, Chromebookparts.com, ClassLink, CTL, Eaton, Extreme Networks, Fortinet, Howard Technology Solutions, iDoc, IncidentIQ, Infoblox, INVZBL, Jupiter Education, Lightspeed Systems, Luma Technologies, Managed Methods, Me ...
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The Ticket: Discover the Future of Customer Service, Support, and Experience, with Intercom
Intercom
On The Ticket, you'll hear Intercom's Customer Support team in conversation with the customer service leaders, renowned customer experience thinkers, and influential authors who are shaping the field of customer support. Follow The Ticket to get the weekly episodes and sign up for our twice-monthly newsletter bursting with all the insights, trends, tips, and assets your team needs to embrace the future of customer service. https://www.intercom.com/blog/newsletter 🏠 www.intercom.com
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At Lightspeed, we took it upon ourselves to give growing businesses access to professional IT services that are custom-designed for their specific needs and goals... All at a price that makes sense to them.
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Interviews with the top Investors, CEOs, & Founders
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The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show note ...
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Generative Now is a weekly series from Lightspeed, highlighting the stories, strategies and insights behind today's most exciting AI companies and how they’ll change everything about the way we work. Inspired by the popular in-person Generative Meetups in places like New York, San Francisco, LA and Europe, host and Lightspeed Partner Michael Mignano will speak with founders, engineers, designers and other leaders that are leveraging AI to take their product to new heights. Listen and follow ...
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The Healthcare Growth Cycle Podcast explores how healthcare CEOs and executives build predictable, scalable growth in an unpredictable revenue environment. Hosted by Christian Steinert—Chief Data Strategist & Data Engineer Consultant at Steinert Analytics—each episode features candid conversations with Central Ohio healthcare leaders and beyond on leveraging AI, predictive analytics, and data-driven strategies to overcome growth bottlenecks. Discover how forward-thinking leaders are using te ...
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What comes after Google, Facebook, Bitcoin, and Ethereum? Perhaps it's the startup country — the network state. Balaji interviews tech founders and policymakers from around the world on managing billions of dollars and millions of people, as well as what it might take to start a new kind of state.
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The Upfront podcast features a variety of guests to discuss startups, venture capital, and current events - providing an insider's view into entrepreneurship and technology.
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20VC: Enterprises Will Not Adopt AI without Forward-Deployed Engineers | Who Wins the Data Labelling Race: How Does it Shake Out? | Lessons Learned Hitting $200M ARR with Matt Fitzpatrick, CEO of Invisible ...
1:23:48
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1:23:48Matt Fitzpatrick is the CEO of Invisible Technologies, leading the company's mission to make AI work. Since joining as CEO in January 2025, he has raised $100M, hit the $200M ARR milestone and accelerated AI adoption across industries from sports to consumer and government. Previously, Matt was a Senior Partner at McKinsey, where he led QuantumBlac…
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David Senra on the Founders Who Never Quit
1:40:09
1:40:09
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1:40:09David Senra joins Sourcery for a candid conversation about the founders he’s spent nearly a decade studying, and why time, not intelligence or hype, is the only filter that actually matters. As the creator of Founders, Senra has read and analyzed hundreds of biographies of history’s most consequential builders, looking for the recurring patterns be…
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What's Next For Crypto In 2026 | Kairos Research
1:10:22
1:10:22
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1:10:22Gm! We're back with Teddy and Ian at Kairos Research for a discussion on what to expect heading into 2026. We deep dive into the behind the scenes of running a validator, Solana's inflation dynamics, the perps opportunity, are token buybacks actually positive & more. Enjoy! -- Follow Ian: https://x.com/Ian_Unsworth Follow Danny: https://x.com/defi_…
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DreamWorks & the Science of Storytelling | Jeffrey Katzenberg & ChenLi Wang, WndrCo
50:29
50:29
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50:29Jeffrey Katzenberg & ChenLi Wang join Sourcery for a deep, candid conversation on how WndrCo was built, and how they think about investing, company-building, and storytelling in the age of AI. Katzenberg reflects on his third act after Disney & DreamWorks, tracing a lifelong pattern of using technology as a competitive advantage for storytelling. C…
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Why Lightspeed Bet on xAI, Neuralink, Suno, Granola, & Pika | Michael Mignano
45:09
45:09
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45:09Michael Mignano, Partner at $30B VC firm Lightspeed, and the co-founder of Anchor, a podcast creation, hosting, and monetization platform acquired by Spotify in 2019, joins Sourcery to discuss the next era of creation & technology investing. In this episode, Michael shares how his background building consumer media products informs the way he inves…
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Gm! We're back with Dan & Carlos for our final roundup of the year. We deep dive into the current DEX landscape, crypto's token vs equity dilemma, prop AMMs, onchain equities & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq Join the Lightspeed Telegram…
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How Kamino Became Solana's Largest Lending Protocol | Marius Ciubotariu
54:18
54:18
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54:18Gm! We're back with Marius Ciubotariu to discuss the recent Kamino product launches as we head into 2026. We deep dive into the DeFi lending flywheel, how Kamino became Solana's largest borrow/lend protocol, growth in 2026 & more. Enjoy! -- Follow Marius: https://x.com/y2kappa Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitte…
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Palmer Luckey on UFOs, Anduril, Invisibility Tech, & Moon Wars
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35:11Palmer Luckey, Co-Founder of Anduril, joins Sourcery for an unfiltered walk through some of the most controversial & speculative questions in modern defense technology, from UAPs and UFOs to invisibility tech, moon warfare, and why all of it may be running on parallel tracks to today’s human military development. Luckey breaks down what war would a…
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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
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1:09:42AGENDA: 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
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56:00Gérald 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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Episode 244 - 2025 Recap and 2026 Predictions!
34:46
34:46
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34:46Josh, Chris, and Mark close out the year on Episode 244 with a fast-paced, candid recap: reviewing last year’s predictions, unpacking the biggest 2025 themes, and making bold calls for 2026. Chris shares a story about Missouri-flavored smoked ribs and a district core switch outage. Key topics include the mainstreaming of AI in K12, vendor security …
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Fin Conversations Ep5: End of Year Review 2025
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16:50
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16:50In our last episode of 2025 Bobby Stapleton, Senior Director of Human Support at Intercom, is joined by Franka Martinovic, Director, Customer Support, Intercom, to reflect on a year of rapid change for Intercom’s support team. They discuss how AI has shifted support from a reactive function to a consultative, revenue-driving motion, what it takes t…
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Inside Anduril HQ: Trae Stephens on Anduril’s Origin, Peter Thiel, & Palantir DNA
31:42
31:42
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31:42Trae Stephens, Co-Founder & Executive Chairman of Anduril, & Partner at Founders Fund, joins Sourcery for a behind-the-scenes conversation on Anduril’s 2017 founding, when defense tech was deeply unpopular in Silicon Valley, the cultural shift that followed, and how software, autonomy, manufacturing scale, and ethics now converge in modern warfare …
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Solana's Biggest Opportunity In 2026 | Dan Smith
1:02:39
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1:02:39Gm! We're back with Dan Smith to discuss the latest happening in the Solana ecosystem. We deep dive into the new Lightspeed investor relations platform, takeaways from Breakpoint, the rise of prop AMMs & more. Enjoy! -- Follow Dan: https://x.com/smyyguy Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitter.com/Lightspeedpodhq J…
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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
1:22:03
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1:22:03AGENDA: 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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Full Anduril R&D Tour: Matt Grimm, Co-Founder & COO
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34:58
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34:58Matt Grimm, Co-Founder & COO of Anduril, walks us through Anduril’s headquarters in Costa Mesa—a rare, and possibly first look, inside the physical systems that turn ideas into fielded products. We tour Building A, a 200,000 sq ft R&D facility with machine shop, composites, metrology, electronic warfare test environments, and a dev-test area design…
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How Hylo Is Accelerating Solana DeFi In 2026 | Plish
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54:38Gm! We're back with Plish to discuss Hylo and their riadmap heading into 2026. We deep dive into the Hylo origin story, how Hylo became Solana's highest yielding stablecoin, risk management during liquidation events, SOL's inflation rate & more. Enjoy! -- Follow Plish: https://x.com/0xPlish Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: …
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Full Interview: Anduril CEO Brian Schimpf on $1B+ Revenue & Still Doubling
32:04
32:04
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32:04Full Interview: Brian Schimpf, Co-Founder and CEO of Anduril, joins Sourcery to discuss the company’s scale, strategy, and position in the defense market. He outlines Anduril’s growth to roughly 7,000 employees, $1B+ in revenue with continued YoY doubling, and a reported $30.5B valuation (too low?), while addressing IPO speculation & these wild “fa…
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Inside Anduril: Exclusive HQ Tour w/ Palmer Luckey, Brian Schimpf, Matt Grimm & Trae Stephens
38:54
38:54
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38:54This is a rare, behind-the-scenes walking tour & sit-down interview inside Anduril Industries, a $30.5B defense technology company that develops and sells autonomous systems, AI-powered software, and advanced hardware for military and security applications to protect US and allied forces.. one of the most consequential defense companies of this era…
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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
1:06:37
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1:06:37David 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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Misunderstood Power: Emil Michael on the Truth About the DoW & Defense Tech
30:58
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30:58With great honor, Mr. Emil Michael, the Under Secretary of War for Research & Engineering (USW(R&E)) and Chief Technology Officer for the Department of War (DoW), joins Sourcery in front of a F117 at the Reagan National Defense Forum 2025 to dispel common misconceptions about the DoW, modern defense technology, & the role of companies like Palantir…
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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
1:16:10
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1:16:10Raaz 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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Josh, Chris, and Mark discuss students and screen time - including Australia’s ban on social media accounts for under 16, a NTIA listening session on excessive screen time in schools, and proposed Missouri legislation limiting K‑5 screen use and tech‑required homework. They dig into enforcement and equity concerns, district reporting and instructio…
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Solana's Onchain Nasdaq Thesis | Carlos Gonzalez Campo
1:00:32
1:00:32
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1:00:32Gm! We're back with Carlos to discuss the latest happening in Solana today. We deep dive into the state of the network, Solana's decentralized Nasdaq thesis, Jupiter's super-app vision & more. Enjoy!--Follow Carlos: https://x.com/0xcarlosgFollow Danny: https://x.com/defi_kay_Follow Lightspeed: https://twitter.com/LightspeedpodhqJoin the Lightspee…
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Why $300B of SaaS Revenue Is Trapped & How the $19.9T AI Agent Economy Unlocks It
20:42
20:42
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20:42Manny Medina, Co-Founder & CEO of Paid and former CEO of $4.4B Sales Tech company, Outreach, hosts Sourcery at their HQ in London to discuss the early development of AI agents & what this shift means for software businesses. Roughly $300 billion in SaaS revenue remains “trapped” in legacy pricing and delivery models. After scaling Outreach to 6,000…
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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
1:31:48
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1:31:48AGENDA: 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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Scaling Through Crisis: From 55 to 55,000 Telehealth Sessions Overnight
33:35
33:35
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33:35Summary: In this episode of the Healthcare Growth Cycle Podcast, Christian Steinert hosts Mike Morgan, former CEO of Updox, to discuss the evolution of healthcare technology, particularly during the COVID-19 pandemic. They explore the challenges and successes of transitioning to telehealth, the importance of data in pricing strategies, and the role…
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How MetaDAO Became Solana's Breakout Token Launchpad | Kollan House
1:01:45
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1:01:45Gm! We're back with Kollan House (MetaDAO Co-Founder) to discuss MetaDAO's breakout moment. We deep dive into how to improve the ICO process, the futarchy thesis, Kollan's thoughts on token buybacks, crypto in the U.S, and more. Enjoy! -- Follow Kollan: https://x.com/metanallok Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: https://twitt…
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20VC: Kalshi's $1BN Raise, the Polymarket Feud, and the Battle to Replace Traditional Media
47:55
47:55
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47:55Tarek 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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Inside General Catalyst’s $1.5B AI Roll-Up Machine
51:32
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51:32Marc Bhargava, Managing Director at General Catalyst and head of the firm’s Creation Strategy, breaks down one of the most significant shifts happening inside venture and private markets today: AI Roll-Ups. One of the 3 largest venture players with ~$40B AUM, General Catalyst has quietly built a $1.5B AI roll-up engine dedicated to incubating AI-na…
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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
1:05:28
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1:05:28Bending 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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Episode 242 - ChatGPT Stumbles into K-12 Classrooms
1:06:12
1:06:12
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1:06:12Episode 242 digs into the messy rollout of ChatGPT for Teachers and what it means for districts. We discuss the first‑in admin problem, educator verification (pay‑stub/DNS issues), SSO/SAML concerns, the 18‑month trial/pricing uncertainty, and whether OpenAI rushed the launch to capture market share. We also cover recent news: the FTC’s action agai…
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Gm! We're back with the first of many weekly roundups. We deep dive into the state of Solana today, the rise of prop AMMs, the vision for internet capital markets, Solana's next catalyst in 2026 & more. Enjoy! -- Follow Ryan: https://x.com/ryanconnor Follow Carlos: https://x.com/0xcarlosg Follow Danny: https://x.com/defi_kay_ Follow Lightspeed: ht…
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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
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1:12:30AGENDA: 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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How HumidiFi Became Solana's Largest Prop AMM
54:53
54:53
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54:53Gm! We're back with Kevin from HumidiFi to discuss how they became the largest prop AMM on Solana. We deep dive into what are prop AMMs, is price discovery moving onchain, launching their token, the aftermath of 10/10 and more. Enjoy! --Follow Danny: https://x.com/defi_kay_Follow Lightspeed: https://twitter.com/LightspeedpodhqJoin the Lightspeed …
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Introducing Fin Meetups: Conversations with AI Leaders
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34:46This week we want to introduce you to a new podcast from Intercom - Fin Meetups: Conversations with AI Leaders. Explore the promise and practice of AI, from the leaders building it. Hear conversations from founders, engineering, product and customer service leaders, as they discuss the key opportunities and challenges of the AI era. Episode 1 is ou…
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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
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1:08:16Jonathan 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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What Travis Kalanick Taught Bradley Tusk, & Why He Closed His VC Fund
1:12:18
1:12:18
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1:12:18Bradley Tusk joins Sourcery to discuss what he learned working closely with Travis Kalanick during Uber’s early regulatory battles, and how those experiences shaped his decision to shut down his venture fund and return to an equity-for-services model. Bradley explains why Travis was unusually fast, analytical, and willing to challenge institutions,…
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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
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1:08:30John 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
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1:30:09AGENDA: 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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Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence
57:43
57:43
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57:43Thrive Capital Partner Philip Clark joins Sourcery to break down how one of the most concentrated and influential firms in tech evaluates founders, builds conviction, and partners with companies that reshape the world. “Josh always had a line to me when I joined Thrive, which is that the people who win deals are the ones who want to win them most.”…
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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
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1:11:43Maor 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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$635M Exit → $600M Fund: David Ulevitch on Building a16z’s Hottest New Fund
27:57
27:57
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27:57a16z General Partner David Ulevitch joins Sourcery to break down the real state of American Dynamism, their $600M fund, across defense, energy, mining, robotics, manufacturing, public safety, and national security. We discuss America’s supply-chain exposure to China, why deterrence—not parity—defines the future of U.S. defense, and how new companie…
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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
1:19:22
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1:19:22Max 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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Episode 241 - Free ChatGPT for Teachers and Snitch Boxes
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41:14Episode 241 covers ChatGPT’s new free teacher tier (available through June 2027), Google’s Gemini 3.0 release, and Wired’s investigation into bathroom vape detectors (aka “snitch boxes”) that raise serious privacy and microphone concerns. The guys also discuss the Canadian Privacy Commissioner’s findings on the PowerSchool breach, camera and sensor…
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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 ...
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1:22:38AGENDA: 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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Why Marc Andreessen, Ben Horowitz, & David Ulevitch Launched American Dynamism
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28:06David Ulevitch, General Partner at Andreessen Horowitz (a16z), who co-leads the firm’s American Dynamism practice with Katherine Boyle joins Sourcery to break down America’s comeback. With the encouragement of Marc Andreessen and Ben Horowitz, the $600M fund was founded around 2020 to invest in companies that support the national interest: aerospac…
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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 ...
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1:02:53Dr. 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
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1:11:23Carl 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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