Posting every Wednesday about Baseball around the world along with analysis with a touch of stats. Just two baseball nerds filling you in on the leagues. MLB focused but also the NPB, CPBL, and the KBO included. Support this podcast: https://podcasters.spotify.com/pod/show/baseoncall/support
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Mike Ng Podcasts
What happened this past weekend. And sometimes what happened on other days.
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Facts matter in healthcare. Now more than ever. On Apple and Spotify Follow me on LinkedIn https://www.linkedin.com/in/alexgdickinson/
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The first and only showbiz podcast of GMA Integrated News, hosted by veteran entertainment anchor Nelson Canlas. Hosted on Acast. See acast.com/privacy for more information.
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Get into the minds of breakthrough business leaders and entrepreneurs to explore their unique stories and ideas for the future. From devastating pitfalls to life-changing aha moments, hosts and serial entrepreneurs themselves Pete Sena and David Salinas push interviews past the surface for an in-depth, insightful glimpse at the future of business and brands. Take your seat at the table to hear guests recount their failures, re-live their midnight planning sessions, share their hopes & passio ...
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Stories of the ag brands you love, and the ag brands you love to hate. Chrissy Wozniak has always been fascinated by brand loyalty in agriculture, she has had the opportunity to travel the US and Canada throughout her career and has been blessed to build relationships with the people who run the companies that help keep farmers farming. She wants to tell the stories of these great companies, and help you get to know them for who they really are.
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Real People. Real Stories. Real Life.
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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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Welcome to The Photo Vault. Our host, Lukas Birk, takes you on a voyage filled with exclusive on sight interviews featuring renowned artists who draw inspiration from vernacular photography, collectors who have dedicated their lives to amassing incredible troves of images, and curators who curate exhibitions that bridge the gap between past and present. The Photo Vault steps into a hidden world filled with forgotten snapshots, dusty family albums, and gems of visual history to be uncovered. ...
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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 ...
1:30:10
1:30:10
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1:30:10AGENDA: 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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Theo returns with a solo episode to talk about conspiracy Thanksgivings, freebasing garlic bread, and what he’s grateful for as the year winds down. He also responds to some of your voicemails and gets a major life update from Riley Mau. ------------------------------------------------ Tour Dates! https://theovon.com/tour New Merch: https://www.the…
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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
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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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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20VC: Cursor Raises $2.3BN: Who Wins the Coding War | Peter Thiel and Softbank Sell NVIDIA: Analysed | Why Venture Capital Will Hit $1TRN and the Opening of Retail | Why Stripe and the Best Companies Will ...
1:22:38
1:22:38
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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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Matthew McConaughey is an Academy award-winning actor and best-selling author. His new book “Poems and Prayers” is available now. Matthew joins Theo in Austin to talk about going off the grid in search of meaning, growing up in Texas, and why there’s really nothing like SEC football. Matthew McConaughey: https://www.instagram.com/officiallymcconaug…
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20VC: Andrew NG on The Biggest Bottlenecks in AI | How LLMs Can Be Used as a Geopolitical Weapon | Do Margins Matter in a World of AI? | Is Defensibility Dead in a World of AI? | Will AI Deliver Masa Son ...
1:02:53
1:02:53
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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
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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Sketch is a streamer and content creator from Houston, TX. You can see him on the latest season of the show “Inside” on Netflix. Sketch returns to talk about going to college football games all across America, how the viral reaction to his leaks prompted a “Sketch of the Union” address, and the truth about Lewis and Clark. Sketch: https://www.insta…
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20VC: Sequoia's Leadership Transition | Michael Burry Shorts NVIDIA and Palantir | Gamma Raises $100M at $2BN | Has Defensibility Died in a World of AI | Datadog Surges as Duolingo Plummets: What is Happening ...
1:15:50
1:15:50
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1:15:50AGENDA: 04:22 Sequoia's Leadership Transition 09:46 Michael Burry's Big Short on Nvidia and Palantir 17:41 Gamma Raises $100M at a $2BN Valuation 32:34 Does Defensibility Exist Today When Copying is Easy 40:31 Should All Funds Be Way More Diversified 47:12 How to Run a Fundraising Process & What Not To Do 57:57 Datadog Surges 20% and Duolingo Crash…
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Gary Sinise is an actor, activist and philanthropist known for his work helping veterans, first responders and their families. Gary joins Theo to talk about what he’s learned from service men and women over decades of working with them, why he thinks the story of Lt. Dan is a hopeful one, and how his late son Mac is leaving a legacy of his own. Gar…
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20VC: Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI | Why Mega Funds Will Not Produce Good Returns | OpenAI vs Anthropic: What Happens and Who Wins Coding | Investing Lessons ...
1:25:43
1:25:43
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1:25:43Ev Randle is a General Partner @ Benchmark, one of the best funds in venture capital. In their latest fund, they have Mercor ($10BN valuation), Sierra ($10BN valuation), Firework ($4BN valuation), Legora ($2Bn valuation) and Langchain ($1.4Bn valuation). To put this in multiples on invested capital, that is a 60x, two 30x and two 20x. Before Benchm…
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20Sales: Why You Need a CRO Pre-Product | Why Remote Sales Teams Do Not Work | How Snowflake Built a Sales Machine with Chad Peets
1:09:13
1:09:13
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1:09:13Chad Peets is one of the greatest sales leaders and recruiters of the last 25 years. From 2018 to 2023, Chad was a Managing Director at Sutter Hill Ventures. Chad has worked with the world's best CEOs and CROs to build world-class go-to-market organizations. Chad is currently a member of the Board of Directors for Lacework and Luminary Cloud and on…
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20VC: Navan IPO: Winners, Losers and is a $4.5BN Exit Enough in VC Today | Harvey Raises $150M at $8BN Price | Why Google is a Buy and Amazon is a Sell | Meta Down 10%, Is Zuck Struggling?
1:16:23
1:16:23
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1:16:23AGENDA: 04:27 Navan's IPO: Winners, Losers and 20% Crater 12:55 Harvey Raises $150M at an $8BN Valuation 35:36 Was Sam Altman Wrong to Snap at Brad Gerstner 41:25 Why GOOG is a Buy and Amazon is a Short 47:43 Meta Down 10%, Buy or Sell? 51:12 If You Have Not Accelerated with AI, You Are Dead 01:05:20 Why Now is the Best Time for Series A and Worst …
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Miles Teller is an actor known for his roles in films like “Whiplash”, “Top Gun: Maverick” and more. His new movie “Eternity” is in theaters 11/26. Miles joins Theo to talk about adventures from his childhood in Florida, working with veterans both on and off the set, and how his new movie changed his perspective on the afterlife. Miles Teller: http…
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20VC: Cohere's Chief AI Officer on Why Scaling Laws Will Continue | Whether You Can Buy Success in AI with Talent Acquisitions | The Future of Synthetic Data & What It Means for Models | Why AI Coding ...
57:34
57:34
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57:34Joelle Pineau is the Chief AI Officer at Cohere, where she leads research on advancing large language models and practical AI systems. Before joining Cohere, she was VP of AI Research at Meta, where she founded and led Meta AI's Montreal lab. A professor at McGill University, Joelle is renowned for her pioneering work in reinforcement learning, rob…
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20VC: Tim Ferriss: Why I Walked Away From Angel Investing After Uber | How I Accidentally Lost $150 Million | Money Fixed My Problems—Then Made Me Miserable
1:31:49
1:31:49
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1:31:49🎧 20VC x Tim Ferriss — Full Episode Timeline 00:00 – "How Do You Stay True to Yourself When You Have to Perform for the World?" 06:00 – "Why Tim Ferriss Refused to Go All-In on YouTube" 09:00 – "You Don't Need 10 Million Fans—You Need 1,000 True Believers." 12:00 – "The Internet Is Not a Relevance Machine—It's a Sensationalism Machine." 15:00 – "Mo…
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20VC: a16z Raises $10BN in New Funds | Mercor Raises $350M at a $10BN Valuation | OpenAI Restructuring: Who Wins and Who Loses | Why IRR is a BS Metric and Three Ways to Win in VC Today
1:24:09
1:24:09
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1:24:09AGENDA: 05:17 OpenAI's Restructuring: Winners and Losers 17:17 Andreessen Horowitz's Raise $10BN in New Funds 26:38 Mercor Raises $350M at a $10BN Valuation 43:08 Spray and Pray: Does it Work: Data Breakdown 47:04 The Role of Option Checks Venture Capital 48:36 The Three Ways to Win in VC Today 54:26 Why IRR is a BS Metric and What Matters More 01:…
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Andrew Santino is a stand-up comedian, podcaster and actor. His new special “White Noise” is streaming now on Hulu, and you can also check out his shows “Bad Friends”, “Whiskey Ginger” and “No Bad Lies”. Andrew returns to the show to talk about visiting the middle east with Bobby Lee, what the future holds for gingers, and holding onto friendships …
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20VC: Sequoia's David Cahn on The Winners and Losers in AI | The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? | The Future of Defence: Who Wins and Who Loses | How to Analyse Margins ...
1:14:23
1:14:23
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1:14:23David Cahn is a Partner at Sequoia Capital and one of the world's leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face. AGENDA: 00:00 We Are in an AI Bubble 05:04 Why Building Physical Data Cen…
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“No Nonsense” Keith Peterson is a professional MMA referee known for his work in the UFC. He is also a diesel mechanic and a wrestling coach in New York. Keith joins Theo to talk about what’s going through the mind of a referee during a fight, his alter ego as a frontman in a hardcore band, and what he loves about coaching his daughter in wrestling…
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20Growth: How to Build a Paid Marketing Machine: ROAS (Return on Ad Spend) 101 | The Rise of User Generated Content and How to Use It | TikTok Ads: Expectations vs. Reality | Hiring for Growth: When and ...
1:16:18
1:16:18
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1:16:18Sandy Diao is one of the most exceptional growth leaders of the last decade. Sandy has scaled products to over 200M+ users and led growth teams at Descript, Meta and Pinterest. She is also a prolific writer all on things growth here. AGENDA: 03:59 Biggest Growth Lessons from Pinterest 08:01 What is a Good vs a Bad Growth Hypothesis 11:11 Common Mis…
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20VC: Why VC Today is Worse Than 2021 | Why Vertical SaaS is a Bad Investment Today | Why We Are Deluding Ourselves on Growth Expectations | Revolut Raises $3BN at a $75BN Valuation | Benchmark Adds Their ...
1:28:58
1:28:58
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1:28:58AGENDA: 04:50 Benchmark's New Partner: Everett Randall 10:19 Revolut Raises $3BN at a $75BN Valuation: Another Loss for Public Markets? 28:39 Why Today is as Bad as the Hype of COVID in 2021 32:10 Why Vertical SaaS is a Bad VC Investment Today 36:14 Why Everyone Investing in Legal SaaS Will Lose Money 44:16 Why King Making is More Real Than Ever 55…
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20VC: Deel CEO Alex Bouaziz on Raising $300M+ at a $17BN Valuation | Deel vs Rippling: WTF is Going On | Management Lessons from Ben Horowitz and Nik Storonsky | Deel's M&A Playbook: Lessons from 13 Acquisitions ...
1:15:23
1:15:23
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1:15:23Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years. AGENDA: 03:38 Anno…
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Stan is a chauffeur and driver who was born and raised in the Bronx, but currently operates in the Columbia, SC area. Theo and Stan talk about his journey from New York to the South, the proper etiquette of being a Chauffeur, and what he’s learned about women over the years. Stan the Chauffeur: https://www.instagram.com/stan_the_og_poet/ Signature …
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20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth ...
1:13:49
1:13:49
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1:13:49Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later…
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Sam and Colby (Sam Golbach + Colby Brock) are paranormal content creators. Their annual Halloween series “Hell Month” is happening now through 10/31. Sam and Colby join Theo to talk about traveling the world in search of the paranormal, meeting spirituality halfway, and getting a private tour through France’s biggest underground boneyard. Sam and C…
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20VC: $3.5BN - The Price Zuck Paid for Thinking Machines Co-Founder | Goldman Sachs Acquires Industry Ventures for $665M | Softbank Borrows $5BN Against ARM Holding to Invest More Into OpenAI
1:19:54
1:19:54
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1:19:54AGENDA: 03:44 Rory Is So Old He Worked with Arthur Rock!!! 07:28 Goldman Sachs Acquires Industry Ventures for $665M 16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta 29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI 39:35 More Data Centres Than Offices: Are We In a Bubble 43:28 Where is the Alpha in Ve…
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Aziz Ansari is a stand-up comedian, actor, writer and filmmaker. His new movie “Good Fortune” is in theaters Oct. 17th. Aziz joins Theo to talk about writing and directing his first film, the mystery of mini anamalia, and how his family found community in the south when he was growing up. Aziz Ansari: https://www.instagram.com/azizansari/ ---------…
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20VC: Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble | Do Margins Matter & Does Defensibility Exist in an AI World | Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike ...
1:03:16
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1:03:16Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the $50BN software giant behind products like Jira, Confluence, and Trello. Since founding the company in 2002, he has scaled it to over 300,000 customers globally, generating more than $5BN in annual revenue. Atlassian now employs over 10,000 people across 13 countries and is one of th…
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20Sales: Scaling Snowflake from $0-$3BN in ARR | Snowflake vs Databricks: My Biggest Lessons | Why Customer Success is BS and What Replaces It with Chris Chris Degnan
1:02:22
1:02:22
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1:02:22Chris Degnan is the former Chief Revenue Officer at Snowflake, where he was instrumental in scaling the company from less than $1M in ARR to over $3B in annual revenue. He joined as the first sales hires and built Snowflake's go-to-market engine from scratch, growing the team from to more than 6,000 globally. Under his leadership, Snowflake became …
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20VC: OpenAI's Multi $BN Deal with AMD | Polymarket, Vercel and Supabase Raise Mega Rounds | Does King Making Really Work in Venture Capital: Harvey vs Legora | Chamath is Back: The SPAC is Back
1:24:50
1:24:50
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1:24:50AGENDA: 03:29 OpenAI and AMD's Major Partnership 07:35 Microsoft Have F***** Up the OpenAI Partnership 17:08 OpenAI's Developer Day Announcements 20:45 Why VC is the Most Forgiving Asset Class on Price and Valuation 29:10 What Does it Take to IPO in 2025: Why Snyk Will Not IPO 42:30 Four Strategies Companies Need to Take to Own Their Own Destiny 49…
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Kara Connolly is a former detective and police officer who recently retired following a 30+ year career in the Boston area. After her time as a patrolwoman she transferred to the Human Trafficking Division where she worked undercover. Kara joins Theo to talk about some of her most unique cases as a detective, going undercover on Backpage to target …
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By Theo Von
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20VC: Cerebras CEO on Why Raise $1BN and Delay the IPO | NVIDIA Showing Signs They Are Worried About Growth | Concentration of Value in Mag7: Will the AI Train Come to a Halt | Can the US Supply the Energy ...
1:04:59
1:04:59
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1:04:59Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they've leapfrogged GPU limits in inference, opera…
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20Growth: How to Use Influencers to Scale Growth Insanely Fast | How to Optimise User Onboaring for Growth | How the Best Growth Teams Create Organic Growth and Community | Why LTV/CAC Models are BS with ...
1:00:32
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1:00:32Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMin…
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Theo is back to talk about the circus coming to Nashville, new glasses, and what happened this past weekend in New York City.Big thanks to Joey Diaz, Bonnie McFarlane, and Lee Kimbrell for their help with the special taping.------------------------------------------------Tour Dates! https://theovon.com/tourNew Merch: https://www.theovonstore.com---…
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20VC: Are Burn Multiples BS in an AI World | Sam Altman Needs $1TRN of Energy | Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? | FiveTran and DBT: Is the Wave of Consolidation About to Begin ...
1:16:32
1:16:32
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1:16:32AGENDA: 03:58 Understanding Burn Multiples and Capital Efficiency in an AI World 11:54 What Metrics Founders Need to Focus on in a World of AI 19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound 33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning? 36:35 OpenAI Needs the Same Energy as Japan… WTF! 41:09 How Can …
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20VC: OpenAI and Anthropic Will Build Their Own Chips | NVIDIA Will Be Worth $10TRN | How to Solve the Energy Required for AI... Nuclear | Why China is Behind the US in the Race for AGI with Jonathan Ross ...
1:21:29
1:21:29
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1:21:29Jonathan Ross is the Founder & CEO of Groq, the AI chip company redefining inference at scale. Under his leadership, Groq has raised over $3B from top investors. The company has reached a valuation of nearly $7B, positioning itself as one of NVIDIA's most formidable challengers. Previously at Google, Jonathan led the team that built the first Tenso…
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Forrest Galante is a wildlife biologist, adventurer, and TV host known for his shows “Animals on Drugs” and “Extinct or Alive”, along with his multiple Shark Week specials. Forrest joins Theo to talk about growing up a bush-kid under political turmoil in Zimbabwe, his multiple near-death experiences in the wild, and how to make an animal “de-extinc…
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20Product: Revolut Business $1BN Revenue: Five of the Biggest Product Lessons | How Revolut Structures Product and Design Teams | How Revolut Experiments and Invests in New Product Bets | How Revolut Ships ...
54:15
54:15
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54:15James Gibson is Head of Revolut Business. Under his leadership, Revolut Business now processes over $33 billion in monthly transaction volume and generates more than $1BN in annualised revenue. AGENDA: 04:10 Is Consulting the Worst Background for Aspiring PMs 07:09 How Revolut Hires for it's Product Team 17:21 How Revolut Sets Goals: What Works, Wh…
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Katelyn Bourgoin: Why Buyer Psychology Is the Real Growth Hack // 64
51:41
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51:41What happens when your dream startup fails, you lose everything—including other people’s money—and you still choose to build again? In this episode of Forward Obsessed, host Pete Sena sits down with Katelyn Bourgoin, the founder of Why We Buy and Unignorable, to talk about her incredible journey—from PR school to startup bankruptcy to becoming one …
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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
1:19:34
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1:19:34AGENDA: 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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Pete Davidson is a stand-up comedian and actor from Staten Island, New York. His first international tour kicks off this week in Singapore. Pete joins Theo in NYC to talk about the excitement of becoming a new dad, memories of his own father, and why “Frequency” with Dennis Quaid is one of the best movies ever. -------------------------------------…
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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
1:27:19
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1:27:19Hemant 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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Louis C.K. is a stand-up comedian, filmmaker, and author. His first novel “Ingram” is available now for pre-order. Louis C.K. returns to talk with Theo about the English language, his writing process and being human. Louis C.K.: https://www.instagram.com/louisckx/ Pre-order “Ingram” on Amazon: https://www.amazon.com/Ingram-Novel-Louis-C-K/dp/163774…
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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 ...
59:19
59:19
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59:19Jesse 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 ...
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1:24:20AGENDA: 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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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 ...
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1:01:16Brendan 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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Steven Rinella is an outdoorsman, conservationist, and writer. Check out the new season of his show “MeatEater” as well as “The MeatEater Podcast” available on all platforms. Steven joins Theo to talk about how humans have coexisted with animals throughout history, what goes into doing the craziest bird calls, and why hunters are doing more than an…
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