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| Episode | Date |
|---|---|
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Episode #93: Vertical AI Today with Nic Poulos of Euclid Ventures
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Sep 03, 2026 |
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Episode #92: Working for Your AI Agent, Engineering Leaders Head for the Exit, What Capital Wants Now
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Aug 27, 2026 |
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Episode #91: AI Rocketship or Left for Dead, The Worst VC Introduction, To Be or To Do
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Aug 20, 2026 |
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Episode #90: Is Series A Broken?, Are Winners Ever Found In Hype Markets?, The Power Of The Builder Archetype
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Aug 13, 2026 |
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Episode #89: Industrializing the Blame Game, VC-Backed Startups and Fraud, Will You Quit on Me?
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Aug 06, 2026 |
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Episode #88: Supporting Young Founders Well, YC's Fall Requests For Startups, Why Labs Say Frontier Not Foundation
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Jul 30, 2026 |
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Episode #87: Patience Pays In Venture, Why Humans Beat AI, Managing Your Agent Workforce
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Jul 23, 2026 |
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Episode #86: Paying For AI Twice, Sierra's Bet On One AI Agent, Data's Next Trillion Dollar Category, NY Halts Data Centers
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Jul 16, 2026 |
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Episode #85: Venture's Cognitive Dissonance Moment, Cold Pitches Actually Work, Building Your Moat Later
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Jul 09, 2026 |
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Episode #84: Convicted vs. Disciplined Healthcare VCs, The Capitalist Multiverse, The Untrainable
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Jun 25, 2026 |
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Episode #83: Tony Fadell on Building Products That Last, SAFE Adjusted TVPI, Kirkland's $500M AI Bet
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Jun 11, 2026 |
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Episode #82: What Will Be Scarce in an AI World, The Real Cost of Vibe Coding, The End of the Software Engineer
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Jun 04, 2026 |
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Episode #81: Does Your Boss Have AI Brain?, Career Bets That Compound, Too Much Is Happening Too Fast
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May 28, 2026 |
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Episode #80: Narrative Above All, The Job Market Signal Collapsed, IC Work Is the New Career Flex, OpenAI Files for IPO
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May 21, 2026 |
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Episode #79: Networking Is Mostly Cope, AI Is Changing What Skills Matter, CEO AI Psychosis
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May 14, 2026 |
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Episode #78: Owning Your AI Agents, When Your VC Leaves, Are You Actually AI-Native?
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May 07, 2026 |
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Episode #77: The Broken Seed Model, YC's Revenue Honesty Rules, China Blocks Meta's Manus Deal
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Apr 30, 2026 |
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Episode #76: My Biggest Founder Regret, Fundamental Truths in VC, SpaceX Cursor Partnership
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Apr 23, 2026 |
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Episode #75: Domain Expertise in Vertical AI, The Changing Math of Seed Investing, A Generation of Cheaters
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Apr 16, 2026 |
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Episode #74: Round Names Are Dead, How To Ask For Advice, Private Wealth Goes Direct
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Apr 09, 2026 |
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Episode #73: Startups Need Better Stories, The Value-Add LP Era, Agile Funding Is Back
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Apr 02, 2026 |
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Episode #72: Delve's Compliance Fraud, Has Startup Advice Ever Worked, OpenAI Refocuses
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Mar 26, 2026 |
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Episode #71: Symbolic Capitalism and the Attention Game, Token Output as a Performance KPI, Choosing Your Intellectual Shoulders
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Mar 19, 2026 |
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Episode #70: The VC Returns Suck Narrative, Venture's Nifty Fifty Moment, The Four Approaches to Early Stage Venture
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Mar 12, 2026 |
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Episode #69: Anthropic's Safety Reckoning, Jack Dorsey Cuts Block in Half, The Venture Consensus Addiction
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Mar 05, 2026 |
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Episode #68: The 2028 AI Crisis Memo, Rethinking Series A, 2021 Founders Hitting Reset
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Feb 26, 2026 |
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Episode #67: Always In The Office, Bubbles vs. Balloons, Tool Shaped Objects
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Feb 19, 2026 |
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Episode #66: AI Fatigue Is Real, Patient Capital Will Eat VC, Building a GP Reference List
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Feb 12, 2026 |
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Episode #65: I See Dead VCs, Tech Media Echo Chambers, VC-Backed Startups' Status Collapse
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Feb 05, 2026 |
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Episode #64: Hubristic Fundraising's Hidden Costs, VCs Can't Win Talent, SaaS Death Greatly Exaggerated
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Jan 29, 2026 |
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Episode #63: Sequoia Breaks Portfolio Conflict Rules, Pre-Seed Is Dead?, FAANG to Startup Regret
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Jan 22, 2026 |
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Episode #62: Firm Over Fund, Relevance Decays, The Privilege of Belief
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Jan 15, 2026 |
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Episode #61: AI-Generated Reddit Hoax, Tech Career Crisis, Venture FOMO Reality
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Jan 08, 2026 |
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Episode #60: The 2025 Venture Review feat. Hunter Walk (Homebrew, Screendoor) and Peter Walker (Carta)
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Dec 18, 2025 |
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Episode #59: Pivots Rarely Work, Missionary Founders, Does Seattle Hate AI?
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Dec 11, 2025 |
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Episode #58: Charles Schwab Acquisition of Forge Global, Holding "Venture Zombies" Forever, What Is Burnout Actually?
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Dec 04, 2025 |
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Episode #57: Founder update signals, AI is a bubble and that's good and bad, YC's call to build "fundable" companies
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Nov 20, 2025 |
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Episode #56: VC is Hard, Unconcentrated Fund Math, Cluely Growth Updates
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Nov 13, 2025 |
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Episode #55: Unsafe SAFEs, 15 Charts on the Future of VC, Big CPG Leveraging Gen AI, Sequoia Changes Guards
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Nov 06, 2025 |
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Episode #54: Teaching Students to Challenge AI, Is AI The New Shadow Bank?
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Oct 30, 2025 |
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Episode #53: The Magic of DTC, Power of Iteration Speed, Secondaries in Term Sheets
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Oct 23, 2025 |
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Episode #52: Goldman Sachs Acquires Industry Ventures, Is AI Causing Brain Obesity?, Investing In A Friend's Company
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Oct 16, 2025 |
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Episode #51: Three Venture Paths, When Great People Leave, Solo Founders
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Oct 09, 2025 |
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Episode #50: What Does ARR Mean?, High Agency in Silicon Valley, Debt Fueling The Next AI Wave
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Oct 02, 2025 |
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Episode #49: Making Money on AI, Consumer Deserves Attention from Investors, Nvidia Invests in OpenAI
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Sep 25, 2025 |
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Episode #48: VCs are Cockroaches, Engineers Fixing Vibe-Coded Projects, Serial Entrepreneurs Continue to be Favored
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Sep 18, 2025 |
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Episode #47: We Are The Enemy, The AI Productivity Paradox, Anthropic's Author Class Action
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Sep 11, 2025 |
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Episode #46: AI Troubles for Taco Bell, Is Non-Consensus Dangerous, Are Software Economics Going Off a Cliff with AI
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Sep 04, 2025 |
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Episode #45: Hire the experimenters, Lessons from "failed" enterprise AI pilots, Valuations soar past the 2021 bubble
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Aug 28, 2025 |
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Episode #44: Founding Engineers Are Impossible To Hire, Regulators Come For AI Therapy Chatbots, What VCs Get Wrong About Hiring
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Aug 21, 2025 |
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Episode #43: Two Silicon Valley Modalities, Are VCs Independent Thinkers?, 20 Somethings Swarming SF
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Aug 07, 2025 |
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Episode #42: The "Winners" in AI Today, DaaS Is Not Venture Backable, Seed Rounds Grow As Startups Shrink
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Jul 31, 2025 |
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Episode #41: Investor to Fund Manager, Picking the RIGHT Capital, Seed Is Experiencing A Crisis
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Jul 24, 2025 |
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Episode #40: Windsurf "Blitzhire", Demystifying Venture Speak, Founders Running "Fast and Loose"
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Jul 17, 2025 |
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Episode #39: Adopting Parent Investors, The Art of Curating Fund Manager Investment Opportunities, AI Product Pricing Today
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Jul 10, 2025 |
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Episode #38: First Round Capital Reflections and How Fundraising and Seeking an Acquisition Opportunity Are Mutually Exclusive
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Jun 26, 2025 |
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Episode #37: Bill Gurley's Market Realities, Geo- Arbitrage Investing, The Acquihire Wave
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Jun 20, 2025 |
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Episode #36: Founder Optimism, Seed Math Is Broken, Aumni Venture Beacon Report
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Jun 12, 2025 |
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Episode #35: A Founder's Postmortem, Teachers And The AI Dilemma, Emerging GTM Across AI
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Jun 05, 2025 |
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Episode #34: AI’s Labor Problem, Bridge Round Realities & Big Tech’s Acqui-License Deals
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May 29, 2025 |
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Episode #33: Do $1B Outcomes Matter?, Vibe Investing, The Agentic Web and The Original Sin
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May 22, 2025 |
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Episode #32: Is AI Coming For Your Job?, Myths About AI Native Startups, Specialist vs. Generalist Investing
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May 15, 2025 |
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Episode #31: Do We Need a VC Prenup?, Lightspeed Becomes an RIA, Financing the AI Revolution
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May 08, 2025 |
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Episode #30: Pre-IPO Company Talent Wars, Winning Fast as Fund Managers, Tariff Impact on Startup/Early Stage VC
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May 01, 2025 |
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Episode #29: Agentic Hunger Games, What's an Effective Board Meeting?, The Future of Angel Investing
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Apr 24, 2025 |
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Episode #28: Fund 1 Over Performance Math, Media and Content Runs VC, Fund Manager Patience
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Apr 17, 2025 |
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Episode #27: Shopify's "Leaked" CEO Memo, Tourist Founders, Senior Partners Leaving Established Firms
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Apr 10, 2025 |
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Episode #26: Bradley Tusk Says VC Is Dead, Investor Learnings From The Last Overheated Market
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Apr 03, 2025 |
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Episode #25: Startup Media Hype Circles, 11x Tech Crunch Article, Market Arbitrage in Venture
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Mar 27, 2025 |
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Episode #24: LP POV on Secondaries, CoreWeave/NVIDIA Growth Loop, Questioning Traditional Reserves Strategies
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Mar 20, 2025 |
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Episode #23: Unique Revenue Channels For Vertical AI, Ghosting in Venture, Is Data Driven VC Over?
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Mar 13, 2025 |
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Episode #22: Secondaries Across Venture, Stripe's Tender Offer, Knowing How Much Is Too Much To Fundraise
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Mar 06, 2025 |
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Episode #21: Anthropic's Latest Raise, Internal Turf Wars in Big Tech, IPO Alternatives In Venture
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Feb 27, 2025 |
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Episode #20: AgTech and Venture Capital, Signs of a Failing Company, What The Heck Does Pre-Seed Even Mean?
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Feb 20, 2025 |
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Episode #19: Venture Capital 3.0, Deciphering Early Stage Traction, 90's Tech Bubble vs. Current AI Valuations
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Feb 13, 2025 |
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Episode #18: Founders Quitting vs Stopping, The Rise of Spinout VC Funds, AngelList State of Venture Report
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Feb 06, 2025 |
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Episode #17: DeepSeek, Importance of Running a Fundraising Auction, Growing Seed Round Sizes
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Jan 30, 2025 |
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Episode #64: Hubristic Fundraising's Hidden Costs, VCs Can't Win Talent, SaaS Death Greatly Exaggerated
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Jan 29, 2025 |
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Episode #16: Pre-Seed/Seed M&A Activity, Solo Founders, Harvey $3B Raise, Fund Performance Recalibrations
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Jan 23, 2025 |
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Episode #15: Andrea Funsten, Robert Vinall, Manny Medina
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Jan 17, 2025 |
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Episode #14: The Information, TechCrunch, LifeSciVC (shared by Jay Ripley)
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Jan 10, 2025 |
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Episode #13: Rob Go, Zain Rizavi, New York Times
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Dec 20, 2024 |
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Episode #12: Peter Walker, Benedikt Langer, Aaron Levie
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Dec 13, 2024 |
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Episode #11: Chris Neumann, Forbes, The Economist
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Dec 06, 2024 |
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Episode #10: Euclid Insights, Benedict Evans
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Nov 29, 2024 |
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Episode #9: Jamin Ball, Hunter Walk, Menlo Ventures
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Nov 22, 2024 |
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Episode #8: Bowery Farms, Sapphire Partners, Patricia Halfen Wexler
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Nov 15, 2024 |
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Episode #7: Ubiquity Ventures, WSJ, Equal Ventures
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Nov 08, 2024 |
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Episode #6: Pitchbook NVCA Venture Monitor Q3 2024 Report
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Nov 01, 2024 |
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Episode #5: Euclid Insights, Strictly VC
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Oct 25, 2024 |
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Episode #4: David Clark from VenCap International, Continuation Funds by TechCrunch, Neal Sarraf from Forum Ventures
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Oct 18, 2024 |
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Episode #3: Nnamdi Iregbulem, Jordan Nel, The New York Times
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Oct 11, 2024 |
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Episode #2: Anthony Kwesi Hagan, Euclid Insights, Sarah Tavel's Newsletter
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Oct 04, 2024 |
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Episode #1: Welcome To The Learning Corner
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Sep 26, 2024 |