Best Siliconvalley Podcasts (2025)

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20VC: NVIDIA Invests $100BN Into OpenAI | Is Triple, Triple, Double, Double Dead | Navan Files to go Public & Notion Hits $500M ARR | The Impact of H1B Visas on Startups in the US 1:19:34

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8h ago1:19:34

1:19:34

AGENDA: 00:00 Why I am 100% Equities and 0% Cash 04:35 Nvidia's Massive $100BN Investment in OpenAI 08:39 Is Anthropic Negatively Positioned by OpenAI Gaining NVIDIA Investment 27:30 Is Triple, Triple, Double, Double Dead 44:00 Navan Files to Go Public at $8BN 49:31 Lockup Periods and Liquidity 50:35 Impact of H-1B Visa Changes on Startups 01:02:42…

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20VC: General Catalyst CEO Hemant Taneja on The Future of Venture Capital: Chanel vs Walmart | Lessons Scaling GC to $40BN in AUM | Investing $5BN+ Into Stripe Over 14 Rounds | Investing Hundreds of Millions ... 1:27:19

3d ago1:27:19

1:27:19

Hemant Taneja is the CEO and leader of General Catalyst, the firm he has scaled over the last decade into one of the largest with over $40BN in AUM. He has been one of the most influential investors of the past two decades, leading early bets in Stripe, Snap, Gusto, Samsara, Grammarly, and Canva. He also played a pivotal role in Livongo’s $18.5B me…

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Spare (Body) Parts 54:00

2d ago54:00

54:00

Strapped-on brass noses, frog skin grafts, human organs grown in pigs: The world of replaceable body parts is both amazing and a bit unsettling. But who better give us a tour of the past and present of what medical engineering considers Plan B, than the inimitable science writer Mary Roach. Guest: Mary Roach – Science writer and author of “Replacea…

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20VC: Why 90% of Founders Build Startups Wrong | Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War | Competing with Brett Taylor and Sierra: Who Wins the Customer Service War ... 59:59

6d ago59:59

59:59

Jesse Zhang is the Co-Founder and CEO @ Decagon, the conversational AI platform for customer experience. As one of the fastest growing companies in the valley, they have raised over $230M at a last round price of $1.5BN. Prior to Decagon, Jesse founded Lowkey (acquired by Niantic), studied CS at Harvard, and worked at places like Google, HRT, Citad…

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20VC: Opendoor's CEO on The Greatest Turnaround in Tech | OpenAI and Oracle: How Can Either Afford to Do This | How Anthropic Could Lose 50% of Their Revenue Overnight | Replit Raises at $3BN | Figure ... 1:24:20

7d ago1:24:20

1:24:20

AGENDA: 00:00 Opendoor's Potential and Market Valuation 03:32 Why Did Kaz Leave $300M on the Table to Join Opendoor 04:44 Why Does Kaz Believe OPEN Can Be a Good Business When the Market Doesn’t 06:34 How does Kaz Feel About OPEN Becoming a Meme Stock? 17:25 Kaz’s $0 Salary but $1BN Stock Based Compensation 23:41 Oracle and OpenAI Partnership: WTF …

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215 - Advanced Digital Ecosystems, Autonomy and Space Superiority 16:53

8d ago16:53

16:53

As satellites become more maneuverable and denial strategies evolve, orbit selection and agility are shaping the future of space advantage. In this episode, Tom Campbell, President of Space Missions at Redwire joins us to discuss the benefits of various orbital regimes, the role of maneuverability in maintaining resilience and how technology is ena…

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20VC: Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World | How to Think About Margins and Revenue Sustainability in AI | Why Evaluation Benchmarks in AI are BS Today with ... 1:01:16

11d ago1:01:16

1:01:16

Brendan Foody is the Co-Founder and CEO @ Mercor, the fastest growing company in history. The company solves talent allocation in the AI economy and they have scaled from $1M to $500M in revenue in just 17 months. With a rumoured new funding round pricing the company at a whopping $10BN, the company has the likes of Benchmark, Felicis, Emergence, a…

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Some Chemicals are Forever 57:48

9d ago57:48

57:48

As their name suggests, “forever chemicals” have extraordinary staying power. When these nearly indestructible compounds find their way into our soil and water, they don’t break down for hundreds or thousands of years. PFAS – the name for these synthetic chemicals – isn’t just in our natural environment. Scientists have found it everywhere, includi…

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20VC: Why AI SDRs are BS and Do Not Work | How to Use AI in Your Sales Team and Process to Win Today | What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong 1:06:20

14d ago1:06:20

1:06:20

Amit Bendov is Co-Founder & CEO of Gong, the leading AI-sales platform. The company has raised over $600 million from some of the best in the world including Sequoia, Thrive, Salesforce and more. Gong has surpassed $300M in ARR, serves thousands of customers (including multiple Fortune 10s), and is valued at over $7BN. AGENDA: 00:00 – Why CRM Was A…

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20VC: Musk's $TRN Pay Package Broken Down | Ramp Hits $1BN ARR and Brex Hits $700M: Who Wins | OpenAI's $10BN Secondary Sale | Atlassian Buys The Browser Company for $610M | ASML Lead Roun into Mistral ... 1:27:56

14d ago1:27:56

1:27:56

AGENDA: [00:05] Musk’s $1 Trillion Pay Package: The Breakdown? [00:15] Scale, Windsurf: Are Founders Just Mercenaries Chasing Cash Today? [00:21] Ramp at $1B ARR, Brex at $700M — Is AI Causing All Boats To Rise? [00:26] Sierra at $100M ARR Worth $10B — Bubble or Brilliant Bet? [00:30] Kleiner Perkins Invests $100M into Anthropic at $183BN… WTF? [00…

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Starlink’s Dominance, Satcom for Mobility and Competing with Fiber 18:07

15d ago18:07

18:07

SpaceX has an outsized influence on the satellite industry as the preeminent launch provider. But in 2024, revenue from Starlink outstripped launch for the first time. Grace Khanuja, Manager at Novaspace, discusses Novaspace’s biannual report on SpaceX, the growing verticals that SpaceX will likely target in the next few years, and what it will tak…

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Mikki Tal, PhD: Chronic Infections, Fertility, & Immunity: MIT Immunoengineer Makes Groundbreaking Lyme Discoveries 51:45

15d ago51:45

51:45

Mikki Tal, PhD, is a Principal Scientist at MIT’s Department of Biological Engineering and Associate Scientific Director of the MIT Center for Gynepathology Research. She leads the Tal Research Group, focusing on host-pathogen interactions, immune responses to infections like Lyme disease, and the mechanisms behind chronic illnesses, particularly t…

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20VC: ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup | The Real Cost of AI from Talent to Data Centres | How US VCs are in a Different League to Europeans | The Future ... 1:14:06

17d ago1:14:06

1:14:06

Mati Staniszewski is the Co-Founder and CEO of ElevenLabs, the world’s leading AI voice platform. Since launching in 2022, ElevenLabs has raised over $350M, most recently at a $3.3BN valuation, making it one of Europe’s fastest AI unicorns. The company counts Andreessen Horowitz, Nat Friedman, Daniel Gross, and Sequoia Capital among its backers. To…

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Animal Alphabets 54:00

16d ago54:00

54:00

Have scientists discovered an alphabet in whale calls? As researchers try to decipher the series of clicks made by sperm whales, we ask whether these cetaceans might have language, and if it follows that whales are thinking animals too. Could we one day get a peek into the thoughts of a humpback whale? Meanwhile, somewhere along the long path of ev…

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20Growth: Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI | Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader ... 1:10:09

20d ago1:10:09

1:10:09

Alex Schultz is the Chief Marketing Officer and VP of Analytics at Meta, where he has spent nearly two decades shaping the company’s growth and marketing strategy. He has been instrumental in scaling Facebook, Instagram, and WhatsApp to billions of users worldwide. Alex is is also the author of Click Here: The New Rules of Marketing, the definitive…

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Frank Rotman: The Midas List Veteran on Building Fintech Empires at Capital One and QED Investors 50:47

20d ago50:47

50:47

In this episode I talk with Frank Rotman, Founding Partner and Chief Investment Officer of QED Investors, a leading fintech-focused venture capital firm managing $4.3 billion that has backed over 200 companies. A seven-time Forbes Midas List honoree, Frank shares his remarkable journey—from shaping Capital One’s groundbreaking, data-driven strategy…

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20VC: Anthropic Raises $13BN | Why Canva Will Not Direct List | OpenAI Buys Statsig for $1.1BN All Stock | Lovable Raising at $4BN + Vercel at $9BN: Justified or Not | Quarterly Results from SNOW, Mongo ... 1:14:22

21d ago1:14:22

1:14:22

Agenda: 04:00 – Anthropic Raises $13BN: The Analysis? 19:00 – Is Zuck’s $14BN Scale bet the biggest blunder in AI? 27:00 – Lovable Raising at $4BN and Vercel at $9BN: Justified or Madness? 36:00 – Quarterly Results for Snowflake, Mongo, Okta, Zoom Skyrocket: Is B2B SaaS back from the dead? 48:00 – Is Jensen Huang right there will be $4TRN in AI gai…

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214 - COTs Infrastructure, Space-Grade Computers, and Opening New Mission Architectures 15:07

21d ago15:07

15:07

Did you know that a graphing calculator has more processing power than most satellites? In this episode, hear how Edward Ge, Co-Founder and CEO of Aethero, is working to change all of that by building the next generation of space-grade computers for computationally heavy space missions. Listen as he shared the details on what it takes to build powe…

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Trusted Information Sharing, ITAR Exemptions and Lots of Test Beds 22:22

22d ago22:22

22:22

Advancing the security and resilience of the space industry is the goal of the Space ISAC, requiring universally adopted standards with extensive testing and information sharing. Join Erin Miller, Executive Director of the Space Information Sharing and Analysis Center, and Lori Gordon, Systems Director for Space Enterprise Evolution at The Aerospac…

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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

24d ago1:07:50

1:07:50

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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Aliens Now 54:00

23d ago54:00

54:00

We are closer than ever to finding aliens according to astrophysicist Adam Frank. He isn’t alone in his optimism. Over the last two decades, the tools used to search for extraterrestrials have been advancing mightily. Where we were once only monitoring with radio telescopes, we are now actively looking for bio and technosignatures on exoplanets. Fi…

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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

27d 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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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

29d 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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Executive Insights: Interview with John Serafini, CEO of Hawkeye 360 6:43

29d ago6:43

6:43

Ahead of the upcoming World Space Business Week, Constellations and Novaspace bring you a limited podcast series where 5 space leaders answer 3 questions about the state of the industry, what drives them and the challenges ahead. Listen now to John Serafini, CEO of Hawkeye 360. Hawkeye 360’s rapidly expanding RF constellation and next-generation an…

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Executive Insights: Interview with Phil Carrai, President, Kratos Space 10:07

28d ago10:07

10:07

Ahead of the upcoming World Space Business Week, Constellations and Novaspace bring you a limited podcast series where 5 space leaders answer 3 questions about the state of the industry, what drives them and the challenges ahead. Listen now to Phil Carrai, President, Kratos Space. Kratos highlights a 5G NTN over GEO demonstration and argues the win…

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Executive Insights: Interview with Jean-François Fallacher, CEO of Eutelsat Group 5:54

28d ago5:54

5:54

Ahead of the upcoming World Space Business Week, Constellations and Novaspace bring you a limited podcast series where 5 space leaders answer 3 questions about the state of the industry, what drives them and the challenges ahead. Listen now to Jean-François Fallacher, CEO of Eutelsat Group. Eutelsat’s GEO+LEO push aligns with rising demand for sove…

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Executive Insights: Interview with Even Rogers, CEO and Co-Founder of True Anomaly 5:40

29d ago5:40

5:40

Ahead of the upcoming World Space Business Week, Constellations and Novaspace bring you a limited podcast series where 5 space leaders answer 3 questions about the state of the industry, what drives them and the challenges ahead. Listen now to Even Rogers, CEO and Co-Founder of True Anomaly. True Anomaly details a $260M Series C, lessons from Missi…

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Executive Insights: Interview with Jason Kim, CEO of Firefly Aerospace 9:00

28d ago9:00

9:00

Ahead of the upcoming World Space Business Week, Constellations and Novaspace bring you a limited podcast series where 5 space leaders answer 3 questions about the state of the industry, what drives them and the challenges ahead. Listen now to Jason Kim, CEO of Firefly. Explore Firefly Aerospace’s recent lunar landing success, upcoming Blue Ghost m…

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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

1M 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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Don't Lighten Up 54:00

1M ago54:00

54:00

A canopy of stars in the night sky is more than breathtaking. Starlight is also an important tool that astronomers use to study our universe. But the growth of artificial light and light pollution are creating dramatic changes to the nighttime environment. Let your eyes adjust to the dark as we travel to a dark sky reserve to gaze upon an increasin…

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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

1M 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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213 - Cislunar Space, Competition and Strategic Importance 21:10

1M ago21:10

21:10

Cislunar space may be the ultimate high ground, but its vast distance poses challenges in infrastructure, timing and tracking. Join Elvis Silva, Executive Director of Business Development and Strategy at Blue Canyon Technologies, RTX’s smallsat manufacturer, as he explores how advances in sensing, timing synchronization and spacecraft autonomy are …

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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

1M 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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Katrina and the River 1:05:26

1M ago1:05:26

1:05:26

“The Mississippi River will always have its own way; no engineering skill can persuade it to do otherwise,” said Mark Twain. In this, our final episode marking the 20th anniversary of Hurricane Katrina, we consider how efforts to control the Mighty Mississippi – a river engineered from its Minnesota headwaters to its Gulf Coast outlet – have respon…

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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

1M 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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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

1M 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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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

2M 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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Beyond the Standard Model 59:32

1M ago59:32

59:32

Ever heard of a beauty quark? How about a glueball? Physics is full of weird particles that leave many of us scratching our heads. But these tiny particles make up everything in the quantum world and in us and are the basis of the fundamental scientific theory called The Standard Model. But it doesn’t explain everything. It can’t account for dark m…