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…
continue reading
Content provided by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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Is Founder Mode Insightful? Plus AI Valuations, Unrealized Gains Tax, and Putin's Telegram
Manage episode 441594340 series 3603052
Content provided by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This is the debut episode of This Won’t Last, a monthly conversation between Logan Bartlett of Redpoint, Keith Rabois at Khosla Ventures, Kevin Ryan at Alleycorp, and Zach Weinberg, biotech founder (Curie.Bio) and investor. This episode covers Founder Mode, the state of VC fundraising, the potential for an unrealized gains tax, and Russia’s influence in Telegram.
This Won't Last is part of the Turpentine podcast network.
--
🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.
--
🎥 Subscribe on YouTube:
https://www.youtube.com/@ThisWontLastpodcast
https://www.youtube.com/@theloganbartlettshow
--
𝕏
--
Links:
Keith’s Recs:
- High Output Management by Andy Grove
- Keith Rabois’ lecture notes from 2013: "How to Operate" https://www.youtube.com/watch?v=6fQHLK1aIBs
- Tesla versus Edison: The Last Days of Night: A Novel by Graham Moore
- Disruptive Innovation by Clayton M. Christensen
- The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing by Michael J. Mauboussin
Kevin’s Recs:
- Dark Wire by Joseph Cox
Logan’s Recs:
- On railroads: Engines That Move Markets by Alistair Nairn
- Wired: “The Kremlin has entered your chat”
--
RECOMMENDED PODCAST:
Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution.
Apple: https://podcasts.apple.com/us/podcast/id1786227593
Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg
YouTube: https://www.youtube.com/@ModernRelationshipsPod
--
TIMESTAMPS:
(00:00) Intro
(02:39) Kevin comes back from Burning Man
(04:20) Paul Graham’s Founder Mode
(05:45) Founder mode intuitive for Keith, Pierre Lamond anecdote
(07:00) Keith’s response to kernel of Founder Mode, Andy Grove High Output Management
(08:28) What’s unique about Founder Mode?
(09:13) Manager vs. Founder
(12:57) Founder moral authority
(15:00) Investing in founder driven CEOs
(18:47) State of venture markets
(21:15) Driverless car future
(26:25) Revenue quality in AI valuations
(33:00) New technology disruptive or helpful for incumbents
(35:40) AI in Biotech
(38:44) AI impacting fund AUM
(42:30) AI as the transistor
(43:25) Hurdle to return AI CapEx
(44:30) Unrealized Capital Gains Tax
(47:27) Sweden’s tax vs Norway and corporation tax rates
(54:50) Medicare & Social Security, beneficial tax policies
(1:00:45) Misleading life expectancy stats
(1:02:15) Lina Khan, Antitrust effect on tech industry
(1:10:20) Perplexity shocking Google
(1:12:30) Pavel Durov and Russia’s Influence in Telegram
(1:16:45) Not using TikTok and Telegram, risk in capital in Chinese companies
(1:22:25) Closing
--
Founders/CEOs/Execs of top companies can apply to join the Turpentine Network.
4 episodes
Is Founder Mode Insightful? Plus AI Valuations, Unrealized Gains Tax, and Putin's Telegram
"This Won't Last" with Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg
Share
Manage episode 441594340 series 3603052
Content provided by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Turpentine, Keith Rabois, Logan Bartlett, Zach Weinberg, Kevin Ryan, Keith Rabois, Logan Bartlett, Zach Weinberg, and Kevin Ryan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This is the debut episode of This Won’t Last, a monthly conversation between Logan Bartlett of Redpoint, Keith Rabois at Khosla Ventures, Kevin Ryan at Alleycorp, and Zach Weinberg, biotech founder (Curie.Bio) and investor. This episode covers Founder Mode, the state of VC fundraising, the potential for an unrealized gains tax, and Russia’s influence in Telegram.
This Won't Last is part of the Turpentine podcast network.
--
🙏 Help shape our show by taking our quick listener survey at https://bit.ly/TurpentinePulse.
--
🎥 Subscribe on YouTube:
https://www.youtube.com/@ThisWontLastpodcast
https://www.youtube.com/@theloganbartlettshow
--
𝕏
--
Links:
Keith’s Recs:
- High Output Management by Andy Grove
- Keith Rabois’ lecture notes from 2013: "How to Operate" https://www.youtube.com/watch?v=6fQHLK1aIBs
- Tesla versus Edison: The Last Days of Night: A Novel by Graham Moore
- Disruptive Innovation by Clayton M. Christensen
- The Success Equation: Untangling Skill and Luck in Business, Sports, and Investing by Michael J. Mauboussin
Kevin’s Recs:
- Dark Wire by Joseph Cox
Logan’s Recs:
- On railroads: Engines That Move Markets by Alistair Nairn
- Wired: “The Kremlin has entered your chat”
--
RECOMMENDED PODCAST:
Check out Modern Relationships, where Erik Torenberg interviews tech power couples and leading thinkers to explore how ambitious people actually make partnerships work. Founders Fund's Delian Asparouhov and researcher Nadia Asparouhova kick off the series with an unfiltered conversation about their relationship evolution.
Apple: https://podcasts.apple.com/us/podcast/id1786227593
Spotify: https://open.spotify.com/show/5hJzs0gDg6lRT6r10mdpVg
YouTube: https://www.youtube.com/@ModernRelationshipsPod
--
TIMESTAMPS:
(00:00) Intro
(02:39) Kevin comes back from Burning Man
(04:20) Paul Graham’s Founder Mode
(05:45) Founder mode intuitive for Keith, Pierre Lamond anecdote
(07:00) Keith’s response to kernel of Founder Mode, Andy Grove High Output Management
(08:28) What’s unique about Founder Mode?
(09:13) Manager vs. Founder
(12:57) Founder moral authority
(15:00) Investing in founder driven CEOs
(18:47) State of venture markets
(21:15) Driverless car future
(26:25) Revenue quality in AI valuations
(33:00) New technology disruptive or helpful for incumbents
(35:40) AI in Biotech
(38:44) AI impacting fund AUM
(42:30) AI as the transistor
(43:25) Hurdle to return AI CapEx
(44:30) Unrealized Capital Gains Tax
(47:27) Sweden’s tax vs Norway and corporation tax rates
(54:50) Medicare & Social Security, beneficial tax policies
(1:00:45) Misleading life expectancy stats
(1:02:15) Lina Khan, Antitrust effect on tech industry
(1:10:20) Perplexity shocking Google
(1:12:30) Pavel Durov and Russia’s Influence in Telegram
(1:16:45) Not using TikTok and Telegram, risk in capital in Chinese companies
(1:22:25) Closing
--
Founders/CEOs/Execs of top companies can apply to join the Turpentine Network.
4 episodes
All episodes
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Similar to "This Won't Last" with Keith Rabois, Kevin Ryan, Logan Bartlett, and Zach Weinberg
The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Africa-focused technology, digital and innovation ecosystem insight and commentary.
…
continue reading
The American healthcare system is one of the most innovative in the world. But it’s also riddled with complex challenges, such as access to affordable medications, inefficiency and administrative burdens, and communication barriers between providers. There’s clearly a better way—and at Surescripts, we have a unique sightline into what that may be. In this series, host Melanie Marcus, Chief Marketing Officer of Surescripts, sits down with today’s most inspiring and innovative leaders in healt ...
…
continue reading
Investor Shayle Kann is asking big questions about how to decarbonize the planet: How cheap can clean energy get? Will artificial intelligence speed up climate solutions? Where is the smart money going into climate technologies? Every week on Catalyst, Shayle explains the world of climate tech with prominent experts, investors, researchers, and executives. Produced by Latitude Media.
…
continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
…
continue reading
Exploring React Native Together
…
continue reading
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
Android Backstage, a podcast by and for Android developers. Hosted by developers from the Android engineering team, this show covers topics of interest to Android programmers, with in-depth discussions and interviews with engineers on the Android team at Google. Subscribe to Android Developers YouTube → https://goo.gle/AndroidDevs
…
continue reading
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