(0:00) Intro

(2:38) Current State of the Market

(6:21) Early Days of the Internet

(16:04) Layoffs

(24:48) AlleyCorp

(32:20) MongoDB

(42:39) Business Insider

(1:00:50) Interview Process

(1:13:59) Healthcare and Psychedelics

(1:28:51) Education

(1:38:11) Journey to the South Pole

Mixed and edited: Sam Dewees

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

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🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
 

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Intro

(4:13) Going Public

(16:50) Thinking About Cost Consciousness

(21:17) Crowdsourcing Cost-Saving Ideas

(26:22) Choosing a Career

(35:25) The Promise of Product Data

(58:36) What to Look For in a Board Member

(1:01:12) Founding CEOs Suck at Hiring

(1:17:39) Exercise Windows

Mixed and edited: Sam Dewees

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
 

Follow on Socials

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Intro

(1:25) Welcome Zach Weinberg

(3:21) Background

(6:46) Starting EatNow

(9:56) Why healthcare?

(19:55) The best way to learn about an industry

(29:08) Building and Selling Flatiron

(36:10) Buying a CHR

(46:06) Curie.Bio

(1:17:19) Going public
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
 

Follow on Socials

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Intro

(1:35) Welcome Dr. Toyin Ajayi

(2:53) What is Cityblock?

(10:48) Medicaid and the business model

(15:32) Taking on the most expensive part of the population

(22:05) Why for-profit

(28:41) Working with a broken healthcare system

(38:00) Arguments for democratizing healthcare

(42:03) Dr. Toyin Ajayi’s background

(47:04) Working on HIV/AIDS prevention

(51:56) Building a non-profit

(1:02:57) Having a co-founder step back

(1:05:50) Diverse hiring
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
 

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🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Welcome Jason Warner and Jacob Effron

(8:30) Why does the AI boom feel like it’s come out of nowhere?

(12:30) How does it actually work?

(16:02) Compounding on itself through usage & training reward models

(18:08) Two most mainstream AI models

(22:20) Why do people care about open source vs closed source?

(30:45) Companies at the foundational level

(36:05) What’s exciting from a use case standpoint?

(44:28) Changes occurring in the workforce

(48:15) Who should be in charge of AI policy

(54:12) Comparisons to crypto

(58:54) Future-proofing yourself as a founder outside the AI landscape

Show Notes: 

Unsupervised Learning Podcast: https://open.spotify.com/episode/6Zn7A4TPHRScBPZ2pA6sZ1?si=avH3lLS8R4iBuocgUAiYxQ

Unsupervised Learning Substack: https://unsupervisedlearning.substack.com/

OpenAI Cookbook: https://github.com/openai/openai-cookbook#readme

Langchain Overview: https://langchain.readthedocs.io/en/latest/

Attention is All You Need Paper: https://dl.acm.org/doi/epdf/10.5555/3295222.3295349

Henry Kissinger and Eric Schmidt book: https://www.amazon.com/Age-I-Our-Human-Future/dp/0316273805
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1
 

Follow on Socials

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🐦 Twitter - https://twitter.com/loganbartshow

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow
 

About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Intro

(1:48) Welcome Matt Mochary

(9:52) Resonating with people of such diverse personality types

(22:08) Fear leads to people making the wrong decision

(24:36) Matt’s Process

(30:30) 4 Zones of Genius

(40:09) CEO Tactics

(46:27) Philosophies

(57:04) Offboarding

(1:10:19) Having a hard conversation

(1:14:16) Boards are the death of every great investor

(1:22:20) Quick hitters

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 

Follow on Socials 

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow 

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow 

About the Show 

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Intro

(1:30) Welcome Alan Patricof

(7:00) No Red Lights

(13:01) Generational perspectives and staying relevant

(18:00) New York 1966-1969

(25:54) Graduating from Ohio State and getting into venture

(29:40) Starting a venture fund in the 70s

(34:02) Different periods in venture

(40:25) Shift to private equity in venture

(48:09) Investment style

(51:41) Not taking board seats

(55:50) What Alan looks for in founders

(58:38) Investing in Apple

(1:09:35) Optimism on future in venture

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 

Follow on Socials 

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow 

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow 

About the Show 

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(00:00) Intro

(01:59) Welcome Elad Gil        

(11:24) Working at Twitter vs Google      

(12:48) Find your network        

(14:55) Why do certain people have so much longevity?        

(16:36) Angel Investing areas

(21:34) Finding Stripe in the early days           

(25:19) What makes a good product market?       

(28:18) Myths of Silicon Valley        

(32:42) Decision-making process today vs back then        

(35:22) Defining post-market fit            

(40:05) Silicon valley lore of grinding is wrong                 

(46:19) Moving the needle         

(49:01) Other silicon valley myths that aren't true               

(56:06) Best cities to create a start-up in 2023       

(1:02:02) Excitement for AI and other interesting new tech                 

(1:13:10) What's going on with Twitter?      

(1:18:25) Two Modalities for long term success 

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 

Follow on Socials 

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow 

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow 

About the Show 

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.

(0:00) Introducing the Logan Bartlett Show 

(6:35) Welcome Peter Reinhardt 

(12:23) Getting to Y Combinator 

(19:27) Pivoting to the next idea 

(25:04) Posting on Hacker News 

(30:36) Pricing your product 

(39:32) Twilio Acquisition 

(45:58) Starting Charm Industrial 

(52:16) Figuring out the carbon offset problem 

(1:02:46) Where are we compared to where we need to be 

(1:14:49) Running Segment vs Charm Industrial 

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1 

Follow on Socials 

📸 Instagram - https://www.instagram.com/theloganbartlettshow

🐦 Twitter - https://twitter.com/loganbartshow 

🎬 Clips on TikTok - https://www.tiktok.com/@theloganbartlettshow 

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Introducing Kara Swisher

(1:33) Tech industry now vs the past

(10:24) Kara’s podcasting history

(13:28) On Dolly Parton

(16:37) Not caring what people think

(18:48) Art to interviewing

(25:10) Elon & who should run twitter

(29:51) San Francisco

(32:00) Tech’s role in future generations

(34:54) Succession

(41:03) Silicon Valley and other TV

(45:53) Fraud

(50:15) Media is a hard business

(51:58) Seppic/Biohacking

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

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🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(1:03) Introducing Emad Mostaque

(1:27) Generative AI

(9:52) Computing power and AI

(12:23) How Emad got into AI

(14:49) Open-source AI

(20:19) Growth of Stable Diffusion

(21:57) Lensa

(25:39) Power of Creativity

(30:00) Ramifications of AI

(34:09) State of the industry

(37:32) Business model for AI

(43:28) AI use cases

(48:11) Societal impact

(51:39) Becoming a public figure

(55:41) Outro
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

🎥 Subscribe on YouTube: https://www.youtube.com/channel/UCugS0jD5IAdoqzjaNYzns7w?sub_confirmation=1

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

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🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro and Recap

(27:08) Packy & Ben Thompson on Optimism and Internet Trolls

(33:26) Palmer Luckey on getting fired from Facebook

(43:26) Parker Conrad on being forced out of Zenefits

(51:33) Packy & Zach crypto debate

(55:03) Mike Dudas & Zach crypto debate

(1:02:49) Eric Glyman on being purposeful

(1:10:16) Jon Wu & Zach crypto debate

(1:16:49) Antonio García Martínez gets Zach to agree to a crypto use case

(1:25:35) Sam Lessin & Zach have the biggest crypto fight

(1:30:28) William Hockey on crypto’s role in finance

(1:38:22) Dick Costolo on his history at Second City

(1:52:01) Kate Ryder on how healthcare coverage is decided

(2:00:27) The live crypto debate

(2:06:21) Mark Cuban on crypto/early internet parallels

(2:14:24) The FTX crash

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

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🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:58) Introducing Sid Sijbrandij

(13:43) Corporate Transparency

(22:03) Remote work

(25:13) Philosophies for success

(26:55) Team ops

(32:37) Human elements of remote work

(36:14) Hybrid work

(39:07) Global talent pool

(43:10) Measuring productivity

(50:08) The shadow program

(54:14) Staying in the Bay Area

(56:57) Situational leadership

(1:00:08) Outro
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

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🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

In the 43rd episode Semil Shah, Partner at Haystack, joins to discuss whether the company brand name or partner matters more in VC, how he almost invested in Coinbase when it was at only $20M, the flywheel of VC and how it’s evolving and what he looks for in a founder.

(0:05) Welcome Semil Shah

(7:08) Early VC content creation

(18:12) Brand name vs partners in VC

(26:06) The VC flywheel

(35:03) Your role in venture

(45:00) What you look for in founders

(54:12) Where do your deals come from

(58:20) Open AI

(1:02:45) Dry powder

(1:06:27) How would you manage your third fund?

(1:14:40) Semil’s take on crypto

(1:21:02) Podcasting evolution

(1:27:24) Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

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🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:05) Intro

(2:02) This week on Twitter

(10:01) The FTC

(13:41) What’s next?

(21:37) Other social platforms

(23:57) Welcome back Zach Weinberg

(27:56) Zach’s take on FTX

(43:17) Smart people don’t get rich quick

(44:52) Venture’s culpability

(51:35) Interest rates

(54:48) Would DeFi have been better?

(1:01:23) End of Web3?

(1:07:43) Outro

Show Notes:

https://milkyeggs.com/?p=175

https://forum.effectivealtruism.org/posts/xafpj3on76uRDoBja/the-ftx-future-fund-team-has-resigned-1?commentId=hpP8EjEt9zTmWKFRy

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(1:54) Welcome Rashad

(4:12) “Verified” Twitter Accounts

(7:36) FTX

(10:08) Rashad’s new podcast

(12:43) Welcome back Jon Wu

(14:32) SBF, FTX, and Alameda

(21:33) What was the fraud?

(24:56) Malicious intent or the tipping point?

(30:49) What was the sentiment of SBF by people in the ecosystem?

(34:10) What’s upcoming to pay attention to?

(36:23) CZ

(38:10) Welcome Ryan Sarver and Compound248

(43:04) Recapping what’s happened since Elon bought Twitter

(45:30) Blue checks

(51:48) Why Twitter is a difficult business

(1:00:30) Brand-based advertising to subscription

(1:16:33) Who will pay for verification?

(1:26:51) Why has Twitter been advertising-based?

(1:32:12) How much was pseudonymity a feature?

(1:34:49) What changes would you focus on?

(1:41:22) Twitter’s FTC order

(1:45:40) Elon shifting blame

Subscribe to No Agenda with @corporashid: 

https://open.spotify.com/show/2KHruq3qC0IKm5U9wOIjKZ?si=13bab75351d74c70 

https://youtube.com/playlist?list=PLBgv57GHyNgjhl3CBB3XtXp2JylaVKdNs

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Show Notes:

https://dirtybubblemedia.substack.com/

https://dirtybubblemedia.substack.com/p/is-alameda-research-insolvent

https://dirtybubblemedia.substack.com/p/ftxed-the-tangled-ties-of-celsius

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:05) Intro/Rahul Ligma

(04:56) Rashad’s new podcast “No Agenda”

(9:28) Introducing Peter Fenton

(17:06) Working at Excel

(24:59) Mentorship

(28:50) Benchmark

(39:21) Entrepreneurial mindset

(49:19) Successful founder characteristic

(54:08) Estimating timelines

(1:03:07) Everyone gets worse in venture over time

(1:13:48) VC websites

(1:19:18) Inflation

(1:26:55) Robert Sapolsky

(1:32:06) Outro

Show Notes:

Subscribe to No Agenda: https://open.spotify.com/show/2KHruq3qC0IKm5U9wOIjKZ?si=13bab75351d74c70

https://youtube.com/playlist?list=PLBgv57GHyNgjhl3CBB3XtXp2JylaVKdNs

Rahul Ligma: https://twitter.com/Rezowan_/status/1586047782351441920?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E1586047782351441920%7Ctwgr%5Ef725476e02dc15cc5f19f20bc8c3527e61e44c4f%7Ctwcon%5Es1_&ref_url=https%3A%2F%2Fwww.theverge.com%2F2022%2F10%2F28%2F23428775%2Ftwitter-fake-employee-layoff-rahul-ligma-elon-musk
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Welcome Rashad

(2:25) Kanye Controversy

(9:32) Elon buys twitter

(13:58) Welcome Jason Calacanis

(15:00) NYC and Silicon Alley

(18:32) Getting into media

(28:52) Web 1.0 to Web 2.0

(34:02) Tech and journalism

(44:09) This week in startups

(49:48) Palmer Luckey interview

(56:56) Kanye on Lex Friedman

(59:35) Responsibility as a public figure

(1:02:53) All-In and Cartoon Avatars

(1:09:23) Capturing lightning in a bottle

(1:16:19) Being in the public spotlight

(1:22:30) Wrap up

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(1:02) Tennessee vs Alabama

(5:58) Ghostwriter backlash

(10:15) Introducing Mike Mignano

(11:57) How Mike and Logan met

(14:09) Mike’s programming background

(17:37) Advice for kids

(21:37) Left Accenture for a startup

(27:42) Beginning of Anchor

(39:44) Selling to Spotify

(46:03) RSS as an open protocol

(53:11) The future of podcasting

(59:42) Clubhouse

(1:04:15) Apps capturing a moment

(1:06:41) Recommendation media

(1:19:39) Web3 creator economy and monetization

(1:28:36) Wrap up

Show Notes:

Dead Cat Podcast - VC Ghostwriters (w/ Logan Bartlett)

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Welcome Rashad

(1:20) Ghostwriting tweets

(16:18) Mark Cuban backstory

(17:24) Introducing Mark Cuban

(18:23) When Bill Gates stole Mark’s girl

(19:24) Making his email public

(20:49) Mark’s superpower

(22:29) Advice for young entrepreneurs

(25:52) Growing up in Pittsburgh

(30:27) Owning the sales process

(35:18) Mark’s journey

(41:10) Retiring at 30

(44:00) Broadcast.com

(47:50) Recognizing the internet bubble

(50:25) Crypto and early Internet parallels

(58:28) Buying the Mavericks

(1:02:50) Create your own narrative

(1:06:08) Fame

(1:08:37) Cost Plus Drugs

(1:26:30) Rapid fire questions

(1:31:25) Problem with the SEC

(1:40:24) Outro
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast/three-cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=3076e6c1b5c94d63&nd=1

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(0:53) Investors starting their own funds

(10:05) Tiger

(14:16) Choosing a VC firm

(22:07) Facebook’s Yahoo offer

(25:04) Welcome George Fraser

(30:02) Plaid comparison

(39:01) Salesforce data

(42:32) Finding product/market fit

(46:52) Era of iterating to success

(51:55) What’s driving stack changes?

(56:29) Mixing family and business

(1:02:17) Academia to entrepreneurship

(1:00:28) Lawrenceville Boarding School

(1:05:56) Acquisition lessons learned

(1:10:07) Closing
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(1:06) Rashad and pickleball

(5:56) College football

(9:03) Elon Andreessen leaked email

(10:54) Cathie Wood’s ARK investment fund

(19:25) Welcoming Zach, David and Sahil

(20:04) David Hoffman’s view on Web3

(21:58) Zach Weinberg’s view on Web3

(24:29) Web3 vs existing tech

(27:39) Why contracts are complicated

(31:24) Layering a financial system

(34:09) Crypto in unstable regimes

(36:45) How brands use Web3

(41:12) Crypto broad scope

(43:09) Why are VCs backing crypto?

(47:06) SEC regulation

(49:10) Introducing Meredith Kopit Levien

(53:47) NYT’s online subscription model

(58:32) Mile markers for achievements

(1:02:25) Being product-led in journalism

(1:05:22) The Daily

(1:11:48) Is polarization good for business?

(1:15:20) Setting long-term goals

(1:17:25) Rapid fire questions

(1:19:04) Outro

Show Notes:

https://twitter.com/PrimaryVC

https://www.primary.vc

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars 
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(1:02) Welcome Jon Sakoda

(6:13) Jon’s charts

(14:49) Internet Bubble

(20:34) Public vs private market valuations

(32:58) Other takeaways and predictions

(35:45) Welcome Palmer Luckey

(36:21) Journalism school

(39:10) The Oculus story

(41:41) Choosing VR over personal issues

(45:26) Donating to pro-Trump group

(50:44) Game studios “not” working with Oculus

(57:19) Facebook leadership’s intent

(1:05:29) The takeaway from Facebook controversy

(1:12:16) Founding Oculus

(1:15:11) Following talents vs passion

(1:22:33) Selling Oculus

(1:27:17) Founding Anduril

(1:40:54) What Anduril does

(1:46:40) Knowing a little about a lot

(1:50:18) Morality in war

(1:53:42) Building technology before war occurs

(1:57:15) Going to Ukraine

(2:00:51) Being a CEO

(2:05:21) An executive’s actual job

(2:07:51) Wrap up

Show Notes:

https://www.linkedin.com/pulse/opening-floodgates-290-billion-venture-capital-reserve-jon-sakoda/

https://twitter.com/jonsakoda/status/1572269690810159105?s=21&t=FLkGcKd2el-h38sX9AMsaw

https://docs.google.com/presentation/d/1Hyn4FWHSNRrWJeddi0BMEQIMlmXy2SNj50T8jJcrKbw/edit#slide=id.g1273c4d3e67_15_0

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(1:44) Adobe's Figma Acquisition

(14:39) Why would Figma do this?

(25:47) Zach’s Chelsea experience

(28:50) Street documentary

(36:13) Most common response

(40:46) Advocate for housing

(44:08) Welcome Kate Ryder

(48:39) Overview of Maven

(53:32) Improving the care model with technology

(1:00:43) What is Maven providing

(1:04:38) Who decides what’s covered in healthcare

(1:08:07) Most surprising thing healthcare doesn’t cover

(1:13:05) Charging and pricing

(1:19:05) How having kids informed decisions

(1:22:35) Fundraising as a founder after being a VC

(1:26:39) Kate’s take on this market

(1:28:45) Leading Maven during societal shifts

(1:35:47) Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:58) Mark Cuban canceled

(4:08) The editing room

(6:07) Logan’s engagement

(9:22) Welcome Dick Costolo

(13:54) Dick’s time at Second City

(28:16) After Second City

(32:44) Why Twitter is a unique challenge

(35:06) Treating all Twitter accounts equally

(40:09) Social Media Regulation

(42:06) Twitter monetization

(44:06) Trying to buy Instagram

(48:37) Social media platform Saturn

(52:01) Expectation setting

(57:10) Leading a company you didn’t found

(59:53) Role vs identity

(1:02:15) Bill Campbell’s mentorship

(1:07:57) Letting people go

(1:12:47) Successful managing

(1:15:42) Marxist vs Darwinian management

(1:19:13) Assume best intentions

(1:24:40) Getting unfollowed by Elon Musk

(1:30:31) Rapid fire

(1:35:14) Outro
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars
 

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(0:52) Compound248’s Background

(4:24) Why be anonymous

(9:15) Responsibilities of asset allocation

(14:53) Why endowments led the way

(18:15) Science of asset allocation

(23:11) More triaging and less manager

(25:32) Venture is building, not buying

(30:06) Hypothetical endowment

(34:51) How much of your fund is tech

(37:51) The generalist is the patsy

(42:04) Spotify

(45:07) Spotify vs TV streaming

(50:30 Rap caviar

(54:34) Cash flow margin

(1:01:04) Twitter

(1:06:18) Twitter monetization

(1:15:45) Whistleblower

(1:20:27) Wrap up

Mixed and edited: Justin Hrabovsky  

Produced: Andrew Nadeau and Rashad Assir  

Executive Producer: Josh Machiz  

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(1:55) Introducing William

(4:48) Kids today

(6:22) William’s first pitch to Zach

(10:44) Data prioritization

(12:21) Providing services others don’t want to do

(21:29) Strategic decisions

(25:48) Organizing a new UI

(31:38) Selling Plaid to Visa

(33:13) Fintech in current market conditions

(38:27) William bought a bank

(44:00) Running Column as a couple

(52:03) Crypto’s role in finance

(59:57) Funding

(1:05:45) A changing path for entrepreneurs

(1:11:21) Neumann and Flow

(1:13:46) Introducing Maureen and Brad

(1:15:30) WeWork recap

(1:22:06) Common vs WeLive

(1:27:23) Community Narrative

(1:33:21) Flow’s potential use cases

(1:36:36) Why Andreessen would back this

(1:42:58) Does it help when founders are crazy?

(1:47:38) What will Neumann need to do?

(1:52:03) Outro

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast... 

Spotify: https://open.spotify.com/show/5WqBqDb... 

Google Podcasts: https://podcasts.google.com/feed/aHR0... 

Follow on Socials

 📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars 

(0:00) Intro

 (1:06) Welcoming Rashad

(4:34) Going viral

(5:22) Changing the work culture

(8:19) Perf cycles

(14:31) Cash cow

(19:59) Google investing in people

(23:03) One Medical

(29:50) Welcoming Kyle

(34:26) Solana

(37:54) Progression of different funds

(39:08) What got you into crypto

(42:43) Financial markets

(51:25) Gas fees

(56:24) Underlying crypto issues

(1:04:55) Helium

(1:14:52) Nova Labs

(1:23:48)  Equity and capital formation

(1:26:49) Lessons about risk

(1:30:10) Critique of the US system

(1:36:06) Bitcoin is nonsense

(1:40:01) Outro

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast... 

Spotify: https://open.spotify.com/show/5WqBqDb... 

Google Podcasts: https://podcasts.google.com/feed/aHR0... 

Follow on Socials

 📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars 

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(0:38) Releasing the Sam Lessin Episode

(6:39) The state of the market

(18:58) DataRobot AI

(21:22) Zach’s take

(25:00) DataRobot distinctions

(28:11) Tax code is founder-friendly, not employee-friendly

(32:49) Not all employees are treated equally

(34:03) The market determines what’s fair

(38:47) Balance of the private markets

(40:31) Winding down Web3 debates

(42:27) Introducing Molly White

(43:48) Starting Web3 is going just great

(46:41) The recruiting process

(51:48) Considering editorial content

(57:31) Who to blame for crypto hype

(1:05:57) “Believing” is a core part of the strategy

(1:10:06) Split on issues

(1:13:58) Most interesting story covered

(1:15:37) Dealing with backlash

(1:19:27)  Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(1:27) – Welcome Josh Wolfe

(3:10) – Market updates

(13:21) – Anti-bubble

(16:28) – Consolidation

(19:57) – Everything times pi

(22:35) – Welcome Sam Lessin

(25:43) – NY tech founders in ‘07

(30:44) – Slow Ventures

(33:12) – The crypto debate begins

(41:57) – On chain real estate

(49:19) – Legal protections

(1:03:10) – Does it hold up in court?

(1:09:52) – Final walk through

(1:14:42) – Bearer bonds

(1:19:58) – Zach’s reasons against crypto

(1:31:37) – Zach’s point

(1:33:51) – Carta for your DAU

(1:37:11) – Back to liquidity

(1:41:24) – Why is it not awesome?

(1:45:17) – Users

(1:52:40) – Unsettled case law

(2:00:29) – Final arguments

(2:04:10) – The boiling point

(2:06:59) – Maybe we can publish this part

(2:12:15) – Zach ending

(2:22:08) - Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Listen to Ordinary Astronauts: https://t.co/6bVExMcSVF

Time Stamps:

(1:18) – Private vs public markets

(4:31) – Finding your investor

(7:47) – Valuations in the current market

(12:52) – Few buyers at $1B valuation

(14:12) – VC conspiracy theories

(18:56) – Founder decisions

(23:50) – Work/life balance

(27:21) – Seeing through to the exit

(30:04) – Origins of Cartoon Avatars

(35:01) – The art of creating

(38:26) – Assessing the numbers

(42:39) – Infiniteness of content

(47:04) – Lessons learned in podcasting

(50:55) – The important opinions

(52:37) – Why Cartoon Avatars changed formats

(55:39) – Areas of uncertainty

(58:27) – Maintaining the routine for publishing

(1:01:03) – The biggest guests

(1:03:58) – Wrapping up

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/cartoon-avatars/id1606770839

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=00fe3494b43a4e4c

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg

Follow on Socials

🎬 Daily Clips on TikTok - https://www.tiktok.com/@cartoonavatars

📸 Reels - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) - Intro

(1:27) – Welcoming Antonio García Martínez (AGM)

(4:04) – AGM’s greatest hits

(7:45) – Ad tech

(10:04) – Why AGM wrote Chaos Monkey

(14:50) – His character in Chaos Monkey

(17:19) – Bringing your whole self to work

(19:14) – Politics in social media

(26:17) – Converting to Judaism

(30:58) – Visiting Ukraine

(35:19) – Current thing theory

(43:25) – Chamath example

(46:45) – What’s something everyone incorrectly believes is true?

(51:16) – Facebook isn’t listening to your phone

(56:09) – IG vs Twitter ad targeting

(57:56) – AGM announces his Web3 company

(1:04:28) – Zach agrees in a Web3 debate

(1:06:41) – Fundamental business models in Web3

(1:11:44) – Web3 skepticism

(1:15:44) – Acquisitions in Web2 vs Web3

(1:22:53) – Web3 macro analysis

(1:25:00) – Farcaster

(1:31:54) – Will Zach invest?

(1:36:02) – Outro

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(0:22) Introducing Rashad

(3:05) Rashad’s background

(5:45) Redpoint’s TikTok

(10:45) Introducing Bill Magnuson

(16:27) How big is Braze?

(17:36) Bill’s Background

(20:48) Taking college classes as a high school freshman

(25:11) Applying to MIT

(29:32) Building Google android product

(34:14) Bridgewater

(39:42) Founding Appboy

(44:46) Thesis behind Braze

(48:29) The “aha moment”

(52:05) Throughput vs Deliverability

(55:57) Predicting the future of infrastructure

(1:02:35) Advice for entrepreneurs

(1:05:37) Being on the path of progress

(1:10:31) Taking over as CEO

(1:15:23) Recruiting your team

(1:19:32) Going public

(1:24:35) What keeps you motivated?

(1:27:22) Bill’s bitcoin story

(1:30:02) Outro

Links:

https://www.tiktok.com/@redpoint?lang=en

https://www.tiktok.com/@corporayshid?lang=en
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...
 

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(0:00) Intro

(0:44) Introducing Rashad Assir

(3:25) Introducing Frank Rotman

(6:36) History of Capital One

(14:40) Building the infrastructure

(16:25) Starting QED

(18:29) Frank’s Web3 journey

(24:15) Where’s the substance?

(28:37) What in crypto makes the most sense?

(30:48) Lending vs Leverage

(36:55) Crypto in different countries

(45:14) Products are the hard part

(50:24) Noisy data

(52:40) To what extent is this interesting?

(1:00:16) The oracle problem

(1:07:47) Protections of a bank

(1:12:45) Reversibility

(1:17:52) Embedded features

(1:23:13) Mercenaries vs missionaries

(1:27:13) Web3 living up to its name

(1:36:06) Immutable public database

(1:39:09) Outro

Links:

https://www.tiktok.com/@redpoint?lang=en

https://www.tiktok.com/@corporayshid?lang=en

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

Time Stamps:

(1:18) Introducing Zach Weinberg

(2:44) Web2 celebrity status

(7:22) Frozen tech market

(10:33) Investor perspective

(14:06) Current market state

(25:07) Advising founders

(34:24) Bill Magnuson Story

(38:13) Founder characteristics)

(42:37) Zach vs Keith Rabois

(49:13) Acquired FM intro

(50:09) Acquired FM history

(1:04:43) The state of podcasts

(1:08:48) Logan’s backstory

(1:23:52) Creating episodes

(1:33:55) Three priorities of Acquired

(1:46:28) Acquired’s best moments

(1:49:10) Production process

(1:54:36) Increasing blast radius

(2:00:29 State of venture

(2:08:14) The Tiger/SoftBank approach

(2:17:37) Parting thoughts

Links:

Keith Rabois – Barrels and Ammunition clip - https://www.youtube.com/watch?v=75fyGOBy38c

-Zach Weinberg vs Keith Rabois - https://medium.com/@KirbyAWallace/fact-checking-a-vcs-tweets-about-covid-19-clinical-trials-86cdef1b0ff4

-Acquired FM - https://www.acquired.fm/

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music Griff Lawson
 

🎙 Listen to the show

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(00:00) Intro

(02:57) Introducing Shaun Maguire

(09:52) DARPA to cyber security

(15:41) Paying in Bitcoin

(17:27) Wife’s family fleeing their country for safety

(27:27) Crypto in autocratic nations

(31:20) Middlemen

(35:30) Investing in equity

(36:28) Blockchain video games

(37:36) Uniswap

(40:33) Future use cases

(42:56) Following where young people are excited

(49:27) Introducing Andrew Parker

(51:15) How Logan and Andrew met

(55:12) Andrew’s background

(57:30) Telehealth – MD Live

(58:52) The idea for Papa

(1:02:19) State of health insurance

(1:04:12) Pals

(1:07:17) Papa members

(1:11:54) Size of Papa

(1:13:40) Justifying Papa to health plans

(1:16:41) Impacting outcomes

(1:19:23) Market of Medicare vs Medicare Advantage

(1:21:49) Family care

(1:24:07) Employer healthcare plans

(1:29:00) Fundraising

(1:35:31) Miami tech

(1:38:27) Papa.com

(1:42:13) Closing

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast...

Spotify: https://open.spotify.com/show/5WqBqDb...

Google Podcasts: https://podcasts.google.com/feed/aHR0...

Follow on Socials 

📸 Instagram - https://instagram.com/cartoonavatars

🐦 Twitter - https://twitter.com/cartoonavatars

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(00:00) Intro

(01:19) Introducing Jon Wu

(04:40) What is Ethereum?

(08:10) Present and future of crypto

(12:53) How Jon got into crypto

(17:48) The oracle problem

(19:58) Real world crypto uses

(23:07) Post speculation

(29:15) Lack of sovereign money

(35:00) What’s happening with Celsius?

(37:30) Why does DeFi work?

(42:00) Digital goods

(48:06) Celsius state of play

(55:40) Celsius’ impact on the crypto market

(59:29) Crypto regulation

(1:05:31) TAM analysis

(1:10:08) Youth in crypto

(1:12:21) VCs in crypto

(1:19:52) Why should we care about crypto?

(1:27:20) The jetpack example

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast... 

Spotify: https://open.spotify.com/show/5WqBqDb... 

Google Podcasts: https://podcasts.google.com/feed/aHR0... 

Follow on Socials 

📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars 

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(01:14) Introducing Zach Weinberg and Mike Dudas

(06:06) Mike’s background

(19:02) Exciting about crypto

(24:18) Zach vs crypto

(32:04) Inflation hedge

(38:25) Does Zach own Crypto

(41:00) Banking in foreign countries

(53:59) Stablecoin vs wire transfer

(59:00) KYC

(1:03:57) Crypto insurance

(1:09:24) Eric Glyman: Welcome

(1:11:32) Eric Glyman: Background

(1:16:57) Eric Glyman: Mandarin Debate video

(1:20:28) Eric Glyman: Starting Paribus

(1:24:51) Eric Glyman: Selling to Capital One

(1:28:57) Eric Glyman: Fintech’s success

(1:33:49) Eric Glyman: What is Ramp?

(1:43:10) Eric Glyman: Learnings as a 2-time founder

(1:48:13) Eric Glyman: Being purposeful

(1:52:55) Eric Glyman: Delegating as a CEO

(1:58:53) Eric Glyman: Building the inevitability of success

(2:02:43) Eric Glyman: Thinking through your investor base

(2:08:29) Eric Glyman: How do you determine your valuation? 

(2:13:15) Eric Glyman: Advice for executives

(2:18:03) Eric Glyman: Craziest investor stories

(2:20:40) Eric Glyman: The origin of Cartoon Avatars

(2:21:54) Eric Glyman: Relationship between companies and media

(2:28:58) Outro

Links:

Eric Glyman debate video - https://www.youtube.com/watch?v=CxB5bb8xEDg

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson 

🎙 Listen to the show 

Apple Podcasts: https://podcasts.apple.com/us/podcast/cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=00fe3494b43a4e4c 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg 

Follow on Socials 

📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars 

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(00:00) Intro 

(00:13) Intro Zach and Packy 

(01:07) Solana 

(05:14) Crypto Ecosystem 

(13:00) Crypto Use Cases 

(18:02) Crypto Investments 

(21:45) Elon’s Ultimatum 

(27:43) Billionaire Senate Run 

(32:04) VC Firm’s Scam & Media War 

(37:39) Sheryl Sandberg Steps Down 

(48:03) Matt Levine Intro 

(49:39) Leaving Goldman Sachs 

(52:26) Joining Deal Breaker 

(55:04) Choosing Topics 

(1:01:08) Crypto as a Lab for Financial Institutions 

(1:02:08) Deal Breaker to Bloomberg 

(1:07:00) Finance Bro Groupies 

(1:08:14) r/WallStreetBets 

(1:12:31) Insider Trading 

(1:15:17) Crypto 

(1:22:13) Elon and Twitter 

(1:25:08) Elon and the SEC 

(1:29:01) Writing on Unexpected Topics 

(1:31:16) Impact of Meme Stocks 

(1:33:11) Future Writing 

(1:34:51) Outro  

Links:  

VC threatened a media war against a start-up after unsolicited investment https://sifted.eu/articles/heroes-amazon-solid-capital/ 

Elon Musk’s Ultimatum to Tesla Execs: Return to the Office or Get Out https://www.bloomberg.com/news/articles/2022-06-01/musk-s-tesla-ultimatum-return-to-office-or-work-somewhere-else 

https://twitter.com/elonmusk/status/1531867103854317568?s=20&t=cKRzLoqnu1HMX-LPLCbZFQ 

Solana goes down for over 6 hours https://cryptopotato.com/solana-goes-down-for-over-6-hours-validators-prepare-for-restart/ 

Coinbase pauses new hiring and rescinds accepted offers https://blog.coinbase.com/update-on-hiring-plans-bcedfa634989 

US Charges Ex-OpenSea Exec With NFT Insider Trading https://www.coindesk.com/policy/2022/06/01/us-charges-ex-opensea-exec-with-nft-insider-trading/  

Mixed and edited: Justin Hrabovsky 

Produced: Andrew Nadeau and Rashad Assir 

Executive Producer: Josh Machiz 

Music: Griff Lawson  

🎙 Listen to the show  

Apple Podcasts: https://podcasts.apple.com/us/podcast/cartoon-avatars/id1606770839 

Spotify: https://open.spotify.com/show/5WqBqDb4br3LlyVrdqOYYb?si=00fe3494b43a4e4c 

Google Podcasts: https://podcasts.google.com/feed/aHR0cHM6Ly9mZWVkcy5zaW1wbGVjYXN0LmNvbS9zb0hJZkhWbg   

Follow on Socials 

📸 Instagram - https://instagram.com/cartoonavatars 

🐦 Twitter - https://twitter.com/cartoonavatars 

🎬 Clips on TikTok - https://www.tiktok.com/@cartoonavatars  

About the Show 

A Saturday morning podcast hosted by Logan Bartlett (Partner and Managing Director at Redpoint Ventures) covering the tech news with his friends and other people with industry expertise.

(00:08) Welcome Zach Weinberg

(00:55) Andreessen Horowitz/Flow Carbon

(10:41) Crypto Litigation Risk

(16:27) Venture vs. Hedge Funds

(22:25) Sequoia’s Leaked Deck

(27:04) Different Kind of Crisis

(28:20) Tech Companies Had It Easy

(30:21) Uber vs. Lyft

(34:16) Down Rounds

(40:27) High Valuation Doesn’t Mean Good Employment

(45:31) 2008 Work Force

(49:50) Parker Conrad Intro

(50:13) Working on Harvard’s Crimson

(52:45) Left School for a Little Rock Newspaper

(55:13) Cancer Diagnosis

(57:16) Starting SigFig

(58:52) Raising Money Pre-2013

(1:05:29) Challenges in Automating

(1:08:36) The Public Narrative

(1:10:36) Forced Out of Zenefits

(1:19:50) VC’s Role in Narrative

(1:22:59) What Do Founders Want From VCs?

(1:25:46) Do VCs Increase Success?

(1:30:09) Discussing Rippling

(1:38:16) Building a Compound Company

(1:46:56) Hiring People With a Chip On Their Shoulder

(1:49:02) Most Important Job of a CEO

(1:51:05) Raised the Next Round

(1:54:47) Determining the Valuation

(1:58:09) San Francisco
 

Follow the show:

https://twitter.com/cartoonavatars

https://www.instagram.com/cartoonavatars/

https://www.tiktok.com/@cartoonavatars
 

Follow the host:

https://twitter.com/loganbartlett
 

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson
 

Links:

Sequoia’s Leaked Deck - https://fortune.com/2022/05/25/sequoia-capital-slide-dek-warning-to-founders-downturn/

Zack’s Twitter Battle - https://twitter.com/zachweinberg/status/1527107650911186944?s=20&t=DN_FdiP-WW6rDwmHNkJPTA

Parker Conrad Discussing Chip on Their Shoulder - https://techcrunch.com/2021/11/18/parker-conrad-i-like-working-with-people-who-have-a-chip-on-their-shoulder/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAqlH6GlRJ8EA-ptL8cD-XPUGeoXNRqKe9l_Qegi--qyyHZQrMTJ8bwlg47vSJ9rkc2eaJlUKyMvb3wA-Rw2PjFYJl5gUwZfO0WPMLF-tRT_lVDYq_uoEnC29d6L45AlVFRTnPJqbCPEJM0_ICBeqES_kZ8t5gUQkVg7BwMKsGs7

Chesa Boudin and San Francisco - https://www.theatlantic.com/ideas/archive/2022/05/chesa-boudin-recall-san-francisco-crime/629907/

Andreessen Horowitz/Flow Carbon - https://www.forbes.com/sites/alexkonrad/2022/05/25/a16z-crypto-record-4th-fund-doubles-down-on-web3-amid-market-crash/?sh=7f704b7f34ff

VCs Driving Down Valuation Narrative - https://twitter.com/bgurley/status/1528535418076995584

0:30 – Traveling

2:51 – Welcome Ben Evans

11:07 – Past and Future of Tech

30:06 – Elon and Twitter

39:43 – What’s Really Regulated

57:52 – Welcome Alexis Gay

59:56 – From Tech to Comedy

1:02:58 – Twitter Experience

1:14:08 – Breaking Into YouTube

1:23:28 – Importance of Structure

1:29:12 – Starting Podcasting

1:33:04 – Redefining Success

1:37:34 – Figuring Out What Works

1:45:24 – Getting a Fund

1:49:23 – The Tech Ecosystem

(00:00:00) Intro with Zach Weinberg

(00:02:22) Public Market Bloodbath

(00:07:10) Distribution of Risk

(00:12:56) Update on SoftBank and Tiger

(00:28:30) Eric Golden joins the pod to talk Luna

(00:30:04) What happened in the market this week?

(00:40:55) What is Luna?

(00:53:21) Why is this pulling down Bitcoin as well?

(01:02:04) Do Kwon sucks

(01:13:43) Interview with Aaron Levie

(01:36:08) The state of Web3

(01:38:37) Interesting use cases for Web3

(01:41:01) The rhetoric of crypto skepticism 

(01:48:02) Companies and politics

Follow the show:

https://twitter.com/3cartoonavatars

https://www.instagram.com/3cartoonavatars/

https://www.tiktok.com/@3cartoonavatars

Follow the hosts:

https://twitter.com/loganbartlett

Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Links:

Coinbase Article: https://decrypt.co/100089/coinbase-share-price

UST-Luna Article: https://www.coindesk.com/business/2022/05/09/ust-stablecoin-falls-below-dollar-peg-for-second-time-in-48-hours/

UST-Luna Article: https://www.cnbc.com/2022/05/11/terra-ust-stablecoin-dives-below-1-peg-luna-cryptocurrency-down-80percent.html

Gavin Baker Thread: https://twitter.com/GavinSBaker/status/1524389193551687680

SoftBank: ​​https://www.nytimes.com/2022/05/12/business/softbank-earnings-report-loss.html

Tobi Lutke Tweet: https://thedeepdive.ca/shopify-ceo-tobi-lutke-wants-financial-analysts-to-be-held-accountable/

Do Kwon Tweets:

https://twitter.com/stablekwon/status/1523075465384136704?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1501552275919015941?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1506411835934732293?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1478192466629369859?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1522420839244697600?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1411466847166205952?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1355131416527335426?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1410491186196795398?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

https://twitter.com/stablekwon/status/1481540752056324098?s=20&t=rwEvRfBHtsIM-D9ILGTzxg

(00:00:00) Intro

(00:02:35) A Message From Zak

(00:05:02) @prayingforexits

(00:53:39) Bored Ape Yacht Club Experts

(00:27:13) Tiger Global

(00:35:44) Facebook's Hiring Freeze

(00:41:26) Two Things About Elon

(00:47:10) Neeraj Arora's Twitter Thread on Selling WhatsApp

(00:53:39) Intro to Conversation with BAYC Experts

(00:57:08)  Bored Ape Land Sale

(01:05:40) Democratizing NFT Access

(01:16:38) Metaverse Bored Ape Game

(01:20:25) BAYC Founders

(01:31:39) Metaverse Game Skepticism

(01:38:33) Final Thoughts

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Show Notes:

Leaked Facebook Memo Details Hiring Freeze - https://www.businessinsider.com/leaked-facebook-memo-details-hiring-freeze-negative-business-impacts-2022-5

Elon Musk’s Twitter Financing Deal - https://www.wsj.com/articles/elon-musk-gets-7-billion-in-fresh-financing-for-twitter-deal-11651748316

Elon Musk Expected to Serve as Temporary Twitter CEO after deal closes - https://www.cnbc.com/2022/05/05/elon-musk-expected-to-serve-as-temporary-twitter-ceo-after-deal-closes.html 

Bored Ape Land Sale - https://www.bloomberg.com/news/articles/2022-05-01/bored-ape-metaverse-frenzy-raises-millions-disrupts-ethereum

Tiger Global Sinks 15 In April - https://www.bloomberg.com/news/articles/2022-05-03/tiger-global-sinks-15-in-april-to-push-this-year-s-loss-to-44

(00:00:00) Intro

(00:02:28) Packy & Ben’s Businesses

(00:23:08) Finding Your Audience

(00:36:01) VC Hindsight

(00:46:18) Creative Process

(00:57:52) Web3

(01:05:57) Advice for Content Creators

(01:14:59) All-In and Twitter

(01:23:54) One Last Thing

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Mixed and edited: Justin Hrabovsky

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Executive Producer: Josh Machiz

Music: Griff Lawson

Not Boring - The Great Online Game - https://www.notboring.co/p/the-great-online-game?s=r

Not Boring – Schumpeter’s Gale - https://www.notboring.co/p/schumpeters-gale?s=r

Not Boring – Ramping Up - https://www.notboring.co/p/ramping-up?s=r

Not Boring – Ramp’s Double Unicorn - https://www.notboring.co/p/ramps-double-unicorn-rounds-behind?s=r

Stratechery – What Clayton Christensen Got Wrong - https://stratechery.com/2013/clayton-christensen-got-wrong/

Stratechery – Bubble Talk Revisited - https://stratechery.com/2020/bubble-talk-revisited-it-wasnt-1999-the-big-tech-basket/

(00:00) Introducing Josh Wolfe

(02:41) Elon Musk Buys Twitter Because No One Told Him He Can Buy Other Stuff

(39:58) Bolt, Katara, and the World’s Greatest Time to be a Law Firm

(56:53) Introducing Scott Belsky

(57:18)  Trying to Explain Twitter

(67:55) Algorithms and Free Speech

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Musk buys Twitter: https://www.nytimes.com/2022/04/25/technology/twitter-employees-elon-musk.html

Sam Lessin article: https://www.theinformation.com/articles/elon-musk-is-silicon-valleys-new-hero-for-better-or-worse

Jack Dorsey’s tweet on Musk’s purchase: https://twitter.com/jack/status/1518772753460998145?s=20&t=njyqUGHJChL4oAQdEkkTCw

Bolt Sued by Forever 21: https://www.bloomberg.com/news/articles/2022-04-26/forever-21-parent-authentic-brands-sues-bolt-startup

Katera sues ex-CEO: https://www.theinformation.com/articles/bankrupt-startup-that-blew-2-billion-from-softbank-sues-ex-ceo-board-directors-over-self-dealing

Softbank cuts spending: https://www.bloomberg.com/news/articles/2022-04-25/softbank-cuts-back-spending-leaving-startups-desperate-for-cash

(04:35) Miami Tech Week is just dangerous being so close to Coachella

(08:18) Netflix somehow losing subscribers even though they raised prices and have 98 competitors

(24:14) Elon Musk just buying stuff out of spite

(29:57) A16Z’s new Accelerator

(36:08) Keith Rabois interview and his hottest of takes

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Reference Links:

Netflix stock loss: https://www.cnbc.com/2022/04/19/netflix-nflx-earnings-q1-2022.html

Elon Musk twitter funding: https://www.theverge.com/2022/4/21/23033445/elon-musk-twitter-bank-debt-commitment-letter

A16Z Accelerator program: https://techcrunch.com/2022/04/18/andreessen-horowitz-a16z-start-seed/

(01:35) Dan Primack Breaks Down Elon Musk’s Bid for Twitter but Not Why His Tweets Are So Bad

(22:07) Zach Weinberg Debuts as a Cartoon Avatar

(32:06) Crypto’s a Security but Shut Up About It

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Show Notes:

Elon Poll: https://twitter.com/elonmusk/status/1514698036760530945?

Cuban Tweet: https://twitter.com/mcuban/status/1514609934897336324?s=20&t=-p0_8TocoAHVt2mBCsVHJg

Difference between BTC and ETH: https://twitter.com/Carnage4Life/status/1512728493670371329?s=20&t=-Hg2wh89zeiR41gd9i3UAg

Newcomer on the leaked decks: https://www.newcomer.co/p/inside-3-crypto-funds-investor-decks

(00:39) - Elon Musk buys 9.2% of Twitter and species he only wants “the good parts”

(11:54) - History of Twitter runs deep and sometimes stupid

(16:40) - Twitter’s current role/issues, and there are a lot

(35:54) - Fast shuts down and the schadenfreude gets intense

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson


Reference Links:

CNBC – Elon Musk joins twitter’s board
https://www.cnbc.com/2022/04/05/elon-musk-to-join-twitters-board-of-directors.html

https://www.piratewires.com/p/king-shit

Parag Agrawal – Elon Musk Tweet
https://twitter.com/paraga/status/1511320953598357505?s=20&t=4a0XIu0pgG4b2eYOWfKsig

Jack Dorsey – Elon Musk Tweet
https://twitter.com/jack/status/1511329369473564677

Elon Musk – Tweet about joining board
https://twitter.com/elonmusk/status/1511322655609303043?s=20&t=teLPQd78_3JAKSmFcxVtqg

The Information – Kate Clark article on Fast
https://www.theinformation.com/articles/live-fast-die-young-behind-the-fall-of-a-one-click-wonder

(00:20) NFT LA and Nikita’s parties

(01:50) Onlyfans ideal for SPAC which surprisingly isn’t a sex thing

(15:40) Twilio programmers great at programming, terrible at insider trading

(25:20)  Ryan Breslow exclusive interview

(30:57) How Ryan got good at Twitter

(33:34) Is the Silicon Mob real??

(38:40) Why one-click checkout is impossible to explain but very cool

(44:11) Is blocking competition conspiracy or just good strategy

(49:57) Surprising controversy over early exercise options loans

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

REFERENCE LINKS:
Onlyfans can't find investors: https://www.axios.com/onlyfans-investors-struggle-9cc92523-6607-40ad-9893-4175e7966b52.html
Twilio insider trading: https://www.cnbc.com/2022/03/28/sec-charges-twilio-engineers-with-insider-trading-.html
Stripe / YC Mob thread: https://twitter.com/theryanking/status/1485784823641755648?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB - Meditation tweet:
https://twitter.com/theryanking/status/1501953781046689801?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
NB response tweet: https://twitter.com/nikitabier/status/1501991588246917130?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB – Stock options tweet:
https://twitter.com/theryanking/status/1493390167461224451?s=20&t=bvE0FGOApel_hUwqVdwU7A
LB – Stock options tweet:
https://twitter.com/loganbartlett/status/1503893316710146053?s=20&t=6s6MaxQikG6l76htdBlEKQ

(01:26) Facebook executives flee but not in a super disconcerting way yet

(09:34) Yuga Labs raised $450 million dollars to let Bored Ape Yacht Club try to do a thing

(21:53) Democratizing NFTs for everybody as long as everybody has $250,000

(29:33) Why you’d mess with NFT success kinda just because it’s cool

(35:43) How Vitalik Buterin just wanted his World of Warcraft stuff and now there are million dollar monkeys

https://www.wsj.com/articles/mark-zuckerberg-and-metas-leadership-take-remote-work-to-the-extreme-11648040580?mod=tech_lead_pos5

https://www.theverge.com/2022/3/22/22991272/yuga-labs-seed-funding-a16z-bored-ape-yacht-club-bayc-metaverse-other-side

https://time.com/6158182/vitalik-buterin-ethereum-profile/

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

Show Notes:

Wall Street Journal - Facebook Executives: https://www.wsj.com/articles/mark-zuckerberg-and-metas-leadership-take-remote-work-to-the-extreme-11648040580

Leaked BAYC Deck: https://twitter.com/LeonidasNFT/status/1505058932758360064?s=20&t=AaGm3EcwEjQOheuHGSMPkQ

Axie Infinity video: https://www.youtube.com/watch?v=0GFSDdt35xI

Vitalik on the future of Crypto: https://time.com/6158182/vitalik-buterin-ethereum-profile/

Vitalik at ETH Denver: https://tech.hindustantimes.com/tech/news/ethereum-founder-vitalik-buterin-says-crypto-welcomes-another-winter-71645295910461.html

3:34 - AMC Invested in a Gold Mine, Unfortunately Literally

8:16 - Can You Build a Business on Memes

19:03 - Roseanne Wincek Joins

21:27 - Glossier Article and How Takedown Pieces Are Cattier Than What the Takedown is For

41:17 - Google Employees Aren’t Happy Despite Excessive Foosball Table Access

46:57 - Remote Work Makes it Too Easy to Send Me Angry DMs

Bloomberg - AMC bought a Gold Mine: https://www.bloomberg.com/opinion/articles/2022-03-15/amc-bought-a-gold-mine

Adam Aron Wiki: https://en.wikipedia.org/wiki/Adam_Aron

Marc Andresen tweet: https://twitter.com/pmarca/status/1504548145643995142?s=20&t=kxCISRROo_mtX1kn21OOGQ

Packy Shopify/Apple tweet: https://twitter.com/packyM/status/1407008886863826946?s=20&t=kxCISRROo_mtX1kn21OOGQ

Logan passing no Doordash/Airbnb: https://twitter.com/loganbartlett/status/1337055925371342848?s=20&t=kxCISRROo_mtX1kn21OOGQ

Logan autograph tweet: https://twitter.com/loganbartlett/status/1500917755016409088?s=20&t=kxCISRROo_mtX1kn21OOGQ

New hire asking for board seat: https://twitter.com/MarkBeylin/status/1499169946907164676?s=20&t=kxCISRROo_mtX1kn21OOGQ

(00:30) Nikita’s Family and first good use of Twitter

(01:32) Bain Capital Crypto's self own

(05:12) Ryan Breslow’s crypto pharma start-up will not feature psychedelics initially and that's a real sentence

(07:50) Buying domains and trips to Oklahoma to meet website brokers

(22:05) Alumni Ventures and the "standard" vc terms

(32:32) Twitter’s podcast platform and the best social app creator

(39:30) Tiger partners funding seed managers with $1b over next 3 years

https://www.bloomberg.com/news/articles/2022-03-09/bain-capital-s-stefan-cohen-is-sorry-for-men-only-tweet-on-women-s-day

https://www.theinformation.com/articles/bolts-breslow-teams-with-psychedelics-founder-on-crypto-pharma-startup?rc=kulqhd

https://observer.com/2022/03/scoop-sec-fines-sketchy-ivy-league-vc-firm-what-took-so-long/

https://www.sec.gov/litigation/admin/2022/ia-5975.pdf

https://techcrunch.com/2022/03/04/twitter-podcast-tab-spaces/?tpcc=tcplustwitter

https://www.theinformation.com/articles/tiger-global-partners-commit-1-billion-for-early-stage-tech-funds?rc=kulqhd

(00:35) 3CA Team Meet in Real Life

(04:01) Competing in VC Funds

(09:54) SNL Live

(13:54) Super Pumped: The Battle for Uber

(29:22) Randi Zuckerberg and “We’re All Gonna Make It” music video

(36:23) DBT Labs

(42:31) BitConnect Ponzi Scheme

(46:02) Homebrew Operating as an Evergreen Entity

Randi Zuckerberg's Music Video: https://twitter.com/randizuckerberg/status/1498425277734690816?
 

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

(05:10) Coinbase Crypto Ad Tweets

(12:23) Company Origin Stories

(20:47) Truth Social

(29:42) Death of the Five Day Work Week

(41:20) ClearCo Cofounder Breakup

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Executive Producer: Josh Machiz

Music: Griff Lawson

(02:40) Razzlekhan Revisited - Still super uncool

(04:10) State of Venture Market

(20:00) Crypto Ads - Spending more on Larry David than Larry David would ever spend on crypto

(28:29) ETHDenver - Band camp for tech wonks

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Executive Producer: Josh Machiz

Music: Griff Lawson

(04:02) Razzlekhan and Dutch Lichtenstein - stealing $4.5B in crypto. Surrealist rapper and husband facing 20 years in prison.

(16:24) Bored Ape Yacht Club doxxing. Was it ok to reveal the team behind the phenomenon?

(27:55) Brantley Milligan from ENS doubles down on old homophobic and transphobic Tweets and is ousted from DAO.

(32:16) Shady crypto exchange invests $200M in Forbes ahead of planned SPAC. What’s the agenda here?

(38:03) John Foley steps down as CEO of Peloton after a string of issues.

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Music: Griff Lawson

Show notes:
Nikita telling Keith Rabois wrong: https://twitter.com/nikitabier/status/1491444980035973121?s=20&t=v0BR_xyXPCd56OugD5AOfQ

Razzlekhan

• How the FBI cracked the case
• YouTube: Crocodile of Wall Street
• TikTok:  Where are my AirPods
• TikTok:  Fluffy Pancake
• Twitter: Beer Drinking with feet
• Twitter: Criminal Mastermind
• Twitter: Crypto Heist

Twitter: How to get away with crypto heist 

https://twitter.com/icebergy_/status/1491110412397715457

Buzzfeed doxxing of BAYC founders: 

https://www.buzzfeednews.com/article/katienotopoulos/bored-ape-nft-founder-identity

Brantly Milligan Tweet: 

https://pbs.twimg.com/media/FK4USv8WUAEkN0z.jpg

Bloomberg article on CZ's net worth: 

https://www.bloomberg.com/news/features/2022-01-09/binance-ceo-cz-s-net-worth-billionaire-holds-world-s-biggest-crypto-fortune

Amazon Films fueling Bezos' ego: 

https://logicmag.io/commons/inside-the-whale-an-interview-with-an-anonymous-amazonian/

Blackwells Capital teardown of Peloton: 

https://www.blackwellscap.com/wp-content/uploads/2022/02/BW_Peloton_Presentation_Feb072022.pdf

(02:28) Last week updates

(05:59) Wordle

(14:27) Wordcels vs Shape Rotators

(20:10) Miami Tech

(30:58) Bolt/Ryan Breslow Update

(36:00) Facebook earnings

Hosted by Logan Bartlett, Zak Kukoff, and Nikita Bier

Follow on Social:

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Mixed and edited by Justin Hrabovsky

Produced by Meg Lewis and Andrew Nadeau 

Executive Producer Josh Machiz

Music by Griff Clawson

Show Notes:

NYT Acquires Wordle: https://www.nytco.com/press/wordle-new-york-times-games/

Roon’s Twitter: https://twitter.com/tszzl

Rahul’s Twitter: https://mobile.twitter.com/BroductManager

Roon’s breakdown of wordcels vs shape rotators: https://roonscape.substack.com/p/a-song-of-shapes-and-words

Austin Reif/Morning Brew Bolt take: https://twitter.com/austin_rief/status/1488228915005042688

(04:05) Bolt vs. Stripe
(21:09) Calendly
(27:18) @pmarca on Twitter
(34:20) Public market meltdown & Private market re-trades
(35:14) Turner Novak’s portfolio
(44:02) Nikita's $SHOP investment’s place in the history books
 

Hosted by Logan Bartlett, Zak Kukoff, and Nikita Bier

Follow on social:
Twitter.com/CartoonAvatars
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tiktok.com/@CartoonAvatars

Mixed and edited by Justin Hrabovsky

Produced by Meg Lewis and Andrew Nadeau 

Executive Producer Josh Machiz

Music by Griff Clawson
 

Friends, partially known for their work as venture capitalists and entrepreneurs but more known for their shitposting on Twitter, get together every Saturday morning. Logan Bartlett, a Partner at Redpoint Ventures, Nikita Bier, Founder of tbh acquired by Facebook and CEO of a stealth new company, and Zak Kukoff, an early stage investor at General Catalyst take their group chat to podcast form.

They’re going to cover the biggest stories in tech, but the parts you won’t hear anywhere else. We’re talking the stupid stuff - the memes, the Twitter beefs, the idiot billionaires and basically all the things  in the tech world that they actually talk about in their group chat.

Subscribe now because you won’t want to miss an episode!