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Alt invest & Fintech
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StandardSummaries onlyThe Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Venky Ganesan is a Partner at Menlo Ventures, whose portfolio includes Anthropic, Lovable, Legora and Higgsfield, alongside earlier hits Uber and Roku. Venky's own investment track record includes Palo Alto Networks, Upwork, Poshmark and Rover. He is a three-time Forbes Midas List investor and former Chair of the National Venture Capital Association. AGEN…
20VC: Is Seed Investing Dead Without a $1BN Fund? | Does Ownership and Price Matter When Companies Can Be $1TRN Exits | Are AI Revenue Numbers Real and What to Watch Out For with Venky Ganesan, Menlo Ventures
Oct 5, 202666:36anthropicinvesting
StandardSummaries onlyThe Neon Show
Tim Guleri has spent 25 years in venture capital. Before that, he built companies with $3.8B in combined exits. And before that, he was a Punjabi guy selling Bibles door to door in the US.In this episode, we go deep into AI, venture capital, fundraising, SaaS, Silicon Valley and how great investors actually make decisions.We discuss the Gatorade Rule for …
Which SaaS Companies Will Survive Anthropic and OpenAI? | Tim Guleri, Sierra Ventures
Oct 1, 202670:09openaianthropic
StandardSummaries onlyTBPN
(00:46) - Dario Gets the SNL Treatment (09:24) - Dario's Private Dinner with Trump (12:15) - Cambridge Warns of AI Acceleration (16:59) - Anthropic Investor Fears AI? (21:57) - Inside Instinct's Rapid Rise/Some Personal Agent News (47:06) - Zuck Hires MongoDB CEO (58:32) - Lo Toney discusses his experience as the founding and managing partner of Plexo Cap…
Dario Goes From SNL to White House, Some Personal Agent News, Mongo Got Zucked | Lo Toney, Zack London, Anish Acharya, Evan Conrad, Gstaad Guy
Sep 28, 2026166:07anthropic
Intelligent ReportThe Tim Ferriss Show
Kevin Ryan—the 'godfather of NYC tech' behind MongoDB, Business Insider, and Gilt—breaks down how he spots 10-year trends, builds companies from scratch, recruits world-class CEOs, and bet big on nuclear and psychedelics before either was fashionable.
#884: How to Spot 10-Year Trends and Build Billion-Dollar Companies — Kevin Ryan of DoubleClick, MongoDB, Business Insider, and Many More
Sep 24, 202686:20ai- Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Meta's Muse dethrones ChatGPT, Anthropic delays its IPO, OpenAI's $278B burn plan, and Jason's IC debates Lagore, Crusoe & Factory investments.
20VC: Meta's Muse Hits No. 1. ChatGPT Finally Has a Rival | Menlo Sounds the AI Bubble Alarm | Factory Triples Its Valuation to $5 Billion | Keith Rabois vs Airwallex: Who is Right? | Crusoe's $3.9 Billion Round. Is the Data Centre Trade Overheating?
Sep 24, 202680:34openaianthropicinvesting 
Intelligent ReportAll-In with Chamath, Jason, Sacks & Friedberg
Bending Spoons CEO Luca Ferrari explains how he turned a $40K failed AI startup into a $40B tech empire by acquiring zombie apps, slashing teams, and deploying a proprietary operating system across every business he buys.
Luca Ferrari, Bending Spoons CEO: The $40K Origin Story, Buying Product-Market Fit & Why Private Equity Can't Compete
Sep 23, 202625:30ai- StandardSummaries only
Vishal Verma
The Neon Show
How do investors(LPs) invest in investors(VCs) when the world is changing so fast?Vishal Verma has invested in 20+ VC(Sequoia, Kleiner Perkins, Lightspeed, General Catalyst) funds and has seen 4 market cycles. Vishal has spent decades investing in and alongside some of the biggest venture funds in Silicon Valley.In this episode, we cover the less talked a…
Anthropic, Sequoia Investor: 55x Returns in 18 Months, Is Anthropic Worth Trillions? | Vishal Verma
Sep 22, 202665:40anthropic 
Intelligent ReportDavid Rubenstein
My First Million
Carlyle Group founder David Rubenstein shares raw stories of starting with $5M, nearly missing payroll, turning down 20% of Amazon, and why even at $500B he still worries something bad will happen tomorrow.
David Rubenstein: We took $5M and turned it into $500B
Sep 14, 202646:53
StandardSummaries onlyThe a16z Show
a16z’s Jen Kha and David George sit down with Accolade Partners’ Aram Verdiyan to discuss how AI is changing the power law of technology investing, why the largest companies can compound advantages in ways that weren’t possible before, and what that means for how investors construct portfolios.They explore why AI may be much bigger than traditional softwa…
How AI Is Rewriting the Power Law of Venture Capital
Sep 10, 202649:23ai- StandardSummaries only
TBPN
(01:44) - Apple Unveils iPhone Duo (13:08) - Steve Jobs Predicts ChatGPT (21:38) - Apple Kicks off Ternus Era (30:03) - Meta Launches Muse AI Agent (45:41) - Anthropic Researcher Quits Over AI (54:08) - David Cahn discusses how AI is reshaping venture capital through concentrated investment in leading private companies, an approaching wave of IPOs, and ma…
Apple Unveils iPhone Duo, Muse AI Agent, Keith Rabois Joins | David Cahn, Mikey Shulman, David Perell, Jim Reilly, Fletcher Richman
Sep 9, 2026178:59openaianthropicagents 
Intelligent ReportSquawk on the Street
Wells Fargo CEO backs tariffs, defends consumer health, and warns on crypto bill; plus AI existential risk debate, Charter's Cox integration, Chime's bank acquisition, and Apple event options buzz.
10AM Hour: Wells Fargo, Chime & Charter CEOs 9/9/26
Sep 9, 202644:05aiinvesting- StandardSummaries only
Nikhil Gupta
The Neon Show
“You have to take crazy risks” Nikhil Gupta got fired at 42, made his first VC pitch in 2000, got the idea for ArmorCode while buying toilet paper during the pandemic and received his first VC cheque in 2020.Today ArmorCode has raised $81M, grown 100% year-over-year, and counts some of the world's largest enterprises as customers.Nikhil Gupta, Founder & C…
The Unusual Strategy That Helps ArmorCode Grow 100% YOY | Nikhil Gupta
Sep 8, 202650:20 - StandardSummaries only
The a16z Show
Erik Torenberg is joined by a16z General Partner Alex Rampell and Affirm Co-Founder and CEO Max Levchin for a conversation on 25 years of fintech, from the early days of digital payments to the origins of Affirm and the next generation of agentic commerce.Max and Alex revisit what surprised them most about how payments evolved, why the card interface has …
The $100B Niches Hiding Inside Payments
Sep 3, 202660:39agents 
StandardSummaries onlyEric Tymoigne
Macro N Cheese
**Join us on Tuesday to discuss this episode in our online gathering, Macro 'n Chill. August 25, 8pm ET / 5pm PT. Register here: https://us06web.zoom.us/meeting/register/NGxWl6qMTaKXPhR51uHkwAIf public power repeatedly stands behind private finance when it fails, shouldn't that same power be directed toward employment, productive capacity, and human need?…
Ep 393 - Money Manager Capitalism: Ponzi Finance in the Shadows with Eric Tymoigne
Aug 22, 202664:37- Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Rory O'Driscoll & Jason Lemkin break down SpaceX's $60B Cursor deal, Anthropic's first profit on $11.5B revenue, Stripe's OpenRouter acquisition, and Silver Lake's $43B Workday buyout.
20VC: SpaceX Buys Cursor for $60BN | Stripe's $8BN OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600BN in Revenue? | Lovable and Higgsfield Raise Mega Rounds
Aug 20, 202673:12anthropicinvesting 
StandardSummaries onlyHealthcare NOW Radio Podcast Network - Discussions on healthcare including technology, innovation, policy, data security, telehealth and more. Visit HealthcareNOWRadio.com
Recorded live from BIO 2026 in San Diego, Gil sits down with Sam Chung, Senior Vice President of Government Relations and External Affairs at California Life Sciences (CLS), to examine a stark and urgent question: Is America's leadership in biomedical innovation still a given? Against the backdrop of NIH funding cuts, a 34% drop in San Diego venture capit…
Health UnaBASHEd: BIO 2026 China, Clinical Trials, and California's Moment of Reckoning
Aug 20, 202628:32- Intelligent Report
Squawk on the Street
Markets at all-time highs, but Lee Cooperman sees euphoria warning signs; plus OpenAI's C-suite exodus, memory stock surge, Disney CEO at D23, and space insurance as the next frontier.
10AM Hour: Wall St. Legend Leon Cooperman, Memory Stocks Bounce Back, OpenAI’s Talent Exodus 8/14/26
Aug 14, 202643:31openaiinvesting - StandardSummaries only
TBPN
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg,…
Zuck’s AI Vision, Celebs Are Dating Private Equity Guys, AI Agent Hacks Gym | Diet TBPN
Aug 11, 202631:33agents - Intelligent Report
Squawk on the Street
Intel raises $15B via stock offering, Meta launches open-source AI model, Goldman Sachs flags private credit default rates, and NYC homeowners sue over pied-à-terre tax rollout.
11AM Hour: Goldman's Private Credit Outlook, Lawyer for Pied-à-Terre Tax Lawsuit & Intel's New Stock Offering 8/10/26
Aug 10, 202642:00aiinvesting - StandardSummaries only
TBPN
(01:31) - AI Viruses (08:18) - OpenAI's Device Takes Shape (16:39) - Meta Faces Major Child Safety Case (25:25) - 𝕏 Timeline Reactions (36:10) - WSJ Mansion Section (43:41) - Samir Kaul, a general partner at Khosla Ventures, discusses the firm’s investment in Jeff Dean’s Discovery Loop and its potential to apply AI to scientific research with tangible ou…
AI Viruses, OpenAI's First Device, WSJ Mansion Section | Samir Kaul, Patrick Wendell, Grant LaFontaine
Aug 7, 2026109:01openaiai-regulation - Intelligent Report
Squawk on the Street
Jersey Mike's IPO debut, Microsoft vs. Meta earnings split, a $45B hedge fund's dramatic collapse, and what Apple & Amazon must deliver tonight.
10AM Hour: Leopold Aschenbrenner’s Hedge Fund Situational Awareness Sells All Public Positions, Jersey Mike’s CEO on IPO, Meta & Microsoft Earnings Reaction 7/30/26
Jul 30, 202643:26aiinvesting 
Intelligent ReportMasters of Scale
ButcherBox founder Mike Salguero reveals how losing himself to VC pressure at his first startup taught him to bootstrap a $650M meat delivery empire by embracing constraints and never cutting corners.
How to beef up your business, with ButcherBox CEO Mike Salguero
Jul 30, 202635:44- Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Jensen's first X post sparks the open vs. closed AI war, Anthropic plays villain, Travis Kalanick raises $1.7B for robots, Google posts negative free cash flow, and LLM agents are silently breaching every company.
20VC: Jensen's Open-Weights Letter | Travis Kalanick Raises $1.7B for Atoms | Google Cloud Grows 82% But The Market Tanks | Francisco Partners Raises $21BN | Etched Raises $300M to Take on Nvidia
Jul 30, 202677:30openaianthropicinvesting - StandardSummaries only
TBPN
(01:58) - China's AI Push Sounds Alarms (36:37) - Should You Recline Your Airplane Seat? (42:47) - 𝕏 Timeline Reactions (51:39) - Ferdinand Dabitz, the 25-year-old CEO of Augustus Bank, discusses the company's recent $180 million Series B funding round, which elevated its valuation to $1 billion. He highlights Augustus's mission to "dollarize the world" …
China's AI Push Sounds Alarms, Airplane Seat Debate, Chris Best Joins | Ferdinand Dabitz, Kaiwei Tang, Steven Schwartz, Katie Roof, Zavain Dar, Chad Edwards
Jul 21, 2026153:39ai - StandardSummaries only
TBPN
(00:39) - Apple vs OpenAI (25:24) - Paramount Threatens to Leave CA (42:48) - 𝕏 Timeline Reactions (45:39) - Alexis Ohanian, co-founder of Reddit and venture capitalist, discusses the enduring value of live events in the age of AI, emphasizing that human experiences like sports and theater remain irreplaceable. He highlights his investments in women's sp…
Apple vs OpenAI, Paramount Threatens to Leave CA, Mark Gurman Joins | Alexis Ohanian, Morgan Housel, Nico Christie & Michael Jarman
Jul 13, 2026153:33openai - Intelligent Report
Squawk on the Street
SK Hynix makes its historic $26.5B US trading debut as the S&P hovers near record highs, with Delta beating earnings, Apple eyeing a new all-time high, and AI infrastructure spending dominating market conversation.
9am Hour: U.S. Debut Day for SK Hynix, Fed Chairman Warsh's Task Forces, Meta Jumps 7/10/26
Jul 10, 202642:53investing - StandardSummaries only
Naveen Tewari
The Neon Show
Most founders build one unicorn. Naveen Tewari built two.InMobi started with a simple bet: mobile would become the world's most important computing platform, and advertising could make it free for everyone. Every Indian VC said no. Naveen flew to San Francisco on a maxed-out credit card and returned with a $7 million round from Kleiner Perkins and Ram Shr…
Lessons From India's First Unicorn Founder on Building Large Businesses | Naveen Tewari
Jul 3, 202662:53 - Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Flexport's Ryan Peterson calls remote work 'white collar fraud,' reveals near-failed fundraising rounds, debates AI model wars, and shares why revenge makes a great investment thesis.
20VC: Why Remote Work is White Collar Fraud | Why Revenge and Patriotism are the Best Founder Traits | Two Questions Every Founder Needs to Ask | The Wild Story of Raising $1BN from Masa Son in an Hour Long Meeting with Ryan Peterson, Founder @ Flexport
Jun 20, 202678:42aiinvesting - Intelligent Report
All-In with Chamath, Jason, Sacks & Friedberg
Four fund managers pitch their best investment ideas live—MGM's hidden Japan & Dubai casino assets, Talon Energy's nuclear power scarcity play, Actis Oncology's precision radiotherapy platform, and Geodnet's crypto-powered GPS network.
All-In's Best Ideas Pitch Competition: 4 Investors Present Their Top Trades Live
Jun 12, 202667:57 - Intelligent Report
Bill Maris
All-In with Chamath, Jason, Sacks & Friedberg
Google Ventures founder Bill Maris returns with a new fund, sharing four hard-won lessons on why small funds beat large ones, the math behind venture returns, and where AI is truly headed.
Bill Maris: How Google Could Crush AI Competitors, Why Small Funds Win, and AI's Atari Stage
Jun 9, 202628:42openaimachine-learningagents - StandardSummaries only
TBPN
Diet TBPN delivers the best of today’s TBPN episode in 30 minutes. TBPN is a live tech talk show hosted by John Coogan and Jordi Hays, streaming weekdays 11–2 PT on X and YouTube, with each episode posted to podcast platforms right after.Described by The New York Times as “Silicon Valley’s newest obsession,” the show has recently featured Mark Zuckerberg,…
WWDC Kicks Off, Jobs Up, Tech Down, VC Horror Stories Go Viral | Diet TBPN
Jun 8, 202629:51 - StandardSummaries only
TBPN
(01:13) - WWDC Reactions (19:30) - Jobs Up Stocks Down (23:45) - VC Horror Stories (40:40) - Will Marshall, co-founder and CEO of Planet, discusses the company's mission to make global change visible and actionable through a fleet of over 200 Earth-imaging satellites that capture daily images of the entire landmass at approximately 3-meter resolution. He …
WWDC Reactions, Jobs Up Stocks Down, VC Horror Stories | Will Marshall, Baroness Dambisa Moyo, Samuel Hume, David Kirtley, Pete Florence, Jordan Bramble
Jun 8, 2026180:45 
Intelligent ReportThe Diary Of A CEO with Steven Bartlett
Nick Hanauer (early Amazon investor) and entrepreneur Daniel Priestley clash on whether worker protections or widespread ownership is the real fix for inequality, while agreeing that mega-corporations are hollowing out the middle class.
Death of the Middle Class: Billionaire vs Entrepreneur DEBATE - Daniel Priestley v Nick Hanauer
Jun 8, 2026151:55aisocietyculture- Intelligent Report
Thomas Laffont
All-In with Chamath, Jason, Sacks & Friedberg
CO2's Thomas Laffont breaks down the unicorn economy: AI dominates fundraising, a 'Magnificent Eight' private index nears $4T, SpaceX/Anthropic IPOs could dwarf a decade of exits, and the power law is concentrating gains faster than ever.
Thomas Laffont: The $4T AI IPO Wave, 2026's Unicorn Economy, and the 10X Paradox
Jun 4, 202632:45agents 
StandardSummaries onlyLatent Space: The AI Engineer Podcast
We’ve informally heard that Satya is a listener to LS for a couple years now, but it was still absolutely surreal to meet him and do a live pod at Build, together with our friends at No Priors, the leading VC AI Podcast that we also greatly admire!We covered the MAI model technical takeaways on yesterday’s AINews, so I will focus our recap of Satya’s main…
⚡️Satya Nadella: No Priors x Latent Space Crossover Special at Microsoft Build
Jun 3, 202638:58ai- Intelligent Report
Squawk on the Street
SpaceX targets a record $75B IPO at $135/share, markets chase a 10th straight winning week, private credit fears resurface, and Cramer warns retail investors about market orders on IPO day.
9AM Hour: SpaceX IPO Details, "Greed" and the Markets, Private Credit Stocks Slide 6/3/26
Jun 3, 202642:45aiinvesting - StandardSummaries only
TBPN
(01:05) - YouTubers Win the Box Office (32:48) - 𝕏 Timeline Reactions (35:40) - Bernie Wants Public Stake in AI (49:03) - Anthropic IPO (50:04) - Salesforce Invests $2B in France (51:03) - Salesforce on a Tear (55:37) - 𝕏 Timeline Reactions (59:39) - Adam Iscoe, a journalist formerly with The New Yorker, has covered diverse topics including mental illne…
YouTubers Win the Box Office, Salesforce on a Tear, Bernie Sanders: A.I. is a Public Resource | Adam Iscoe, Danial Jameel, Mike Schroepfer, Nico Ferreyra, Sue Khim, Bernie Su
Jun 1, 2026161:46anthropic - 🎙️Intelligent Report
Global News Today | 2 Min News | The Daily News Now!
A Missouri facility charging $20K/month promises healing for troubled adopted teens—but police reports, abuse allegations, and a stonewall investigation reveal a profit-driven system failing vulnerable kids.
Calo Academy's Hidden Costs
May 30, 20262:15Kalo ProgramsChange AcademyTroubled Teen IndustryCamden County Sheriff's OfficeIllinois Department of Children and Family Servicesdaily - StandardSummaries only
The a16z Show
David George, General Partner at a16z, and David Clark, CIO at VenCap, discuss how AI is reshaping venture capital and the technology industry itself. They examine why today’s AI companies are scaling faster than any previous generation of startups, and why the eventual outcomes may be significantly larger than most investors currently expect. The convers…
Why $1B Exits are Dead
May 29, 202633:54ai 
StandardSummaries onlyMarc Andreessen
The Joe Rogan Experience
Marc Andreessen joins Joe Rogan to break down Austin's teen crime spree, AI surveillance tech, California's radical wealth tax proposal, and why major cities are driving out the very people funding them.
#2501 - Marc Andreessen
May 19, 2026205:50ai
StandardSummaries onlyThe Robot Report Podcast
Ajay Agarwal, a partner at Bain Capital Ventures, discussed his journey and insights as a venture capitalist, particularly in the robotics and AI sectors. He highlights his early investment in Kiva Systems, emphasizing the importance of systems thinking and integrated solutions in successful startups. Ajay shares his investment philosophy, focusing on fou…
Why the World’s Most Successful Robotics Founders Are Systems Thinkers
May 15, 202673:50ai- StandardSummaries only
The a16z Show
David Ulevitch speaks with Ben Horowitz about what it means to lead the technology industry at scale, and the responsibilities that come with it. Following the firm’s largest-ever fundraise, they discuss how venture capital, technology, and national strategy are increasingly intertwined. The conversation covers America’s role in the next technological rev…
Ben Horowitz on the Next Technology Era
May 8, 202629:29ai - StandardSummaries only
Chamath Palihapitiya
The Joe Rogan Experience
Joe Rogan and Chamath Palihapitiya explore UAP disclosures, wealth inequality, AI's threat to white-collar jobs, government waste from decades of bad code, and why 'attention' has driven every major tech revolution.
#2494 - Chamath Palihapitiya
May 5, 2026171:24ai - StandardSummaries only
The a16z Show
Anjney Midha, founder of AMP PBC, speaks with Ben Horowitz, cofounder of a16z, about how venture capital changed from a small, relationship-driven business into a scalable system for backing new technology companies. They discuss network effects, firm design, leadership, culture, and how AI is reshaping both the capital race and the kinds of companies tha…
Ben Horowitz on Venture Capital and AI
Apr 27, 202670:20ai - StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in boxing history with fights against Mike Tyson and Anthony Joshua. Jake is also Co-Founder of Anti Fund, where he has made investments in Ramp, Anduril, Cogn…
20VC: Jake Paul on Why Traditional VC is Toast and Attention is More Valuable Than Cash | Politics: Will Jake Paul Actually Run for President? | Inside the Payday of Fighting Anthony Joshua and Mike Tyson | with Geoffrey Wu, Co-Founder at Anti-Fund
Apr 18, 202660:26investing 
StandardSummaries onlyDividend Talk
This week we welcome Jussi Askola – Finnish-born REIT specialist, founder of Lundberg Capital, and author of The REIT Advantage – to Dividend Talk. Jussi runs one of the largest paid REIT investor communities online, High Yield Landlord, and advises family offices and institutional investors on REIT strategy.We dig into the current wave of private equity …
REITs, M&A Waves & the Management Test: Jussi Askola on Investing in Real Estate Investment Trusts
Apr 11, 202690:26investing
Intelligent ReportBitcoin Well Podcast
The 2017 Block Size Wars: how thousands of node operators running cheap laptops defeated a corporate takeover backed by 80% of Bitcoin's mining power—and why that changes everything about who controls money.
Explains: Miners, Nodes, and the War That Settled Everything
Apr 9, 202613:04societyculture
StandardSummaries onlyPlanet Money
Live event info and tickets here. If your company got bought by a private equity firm, how would you feel? Maybe a little nervous? You might find yourself wondering if there will be layoffs.And you’d be right to worry about that. Research shows that while private equity ownership can boost a company’s productivity, it does generally result in job cuts. Bu…
A pro-worker experiment in private equity
Apr 8, 202625:41- StandardSummaries only
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Bestie intros! (0:12) SpaceX IPO, the economic opportunity of space: a new industrial frontier (21:00) 2026 IPO explosion, OpenAI down round? (36:33) Iran War costs, fertilizer crisis, downstream impacts (49:58) Trump's Iran messaging problems, Bondi out, why the US is in Iran (1:04:18) Quantum Bitcoin hack possibilities, how crypto should react Fo…
SpaceX IPO, Iran War Fallout, Quantum Bitcoin Hack, The Space Opportunity
Apr 3, 202680:32openai - Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Marc Andreessen joins the podcast to discuss the complexities of introspection, the challenges of venture capital, and the importance of maintaining a risk-forward mindset while navigating the tech industry's centralization in Silicon Valley.
20VC: Marc Andreessen on The Future of Venture Capital: Will a16z Go Public | Why Labour Displacement with AI is Wrong | Why Introspection is Dangerous | Why "Diamonds in the Rough" is BS in VC | Why a16z Invested $300M into Adam Neumann
Mar 30, 202672:16openaiinvesting - Intelligent Report
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
In this episode of 20VC, Harry Stebbings discusses the massive market overreaction to AI proof of concepts, the stress VCs face, and the challenges of IPOs for unicorns. With insights from Jason Lemkin and Rory O'Driscoll, they explore Anthropic's rise in enterprise AI, Jeff Bezos' $100 billion project, SpaceX's pot…
20VC: Why You Need a $1BN Fund To Do Series A Today | OpenAI vs Anthropic: Who Wins Enterprise | SpaceX at $2TRN and Data Centers in Space | The $20BN Groq Deal Broken Down | Jeff Bezos' $100BN New Fund
Mar 26, 202678:09openaianthropicinvesting - StandardSummaries only
Squawk on the Street
Fresh data on labor costs and productivity, more Iran headlines, and private credit concerns dominating the early action: David Faber and Sara Eisen kicked off the hour with the latest - and broke down the global picture with Former UK Treasury Minister & once Goldman Sachs Asset management Chairman Jim O'Neill - before diving into growing recession conce…
SOTS 2nd Hour: Moody's Chief Economist, United CEO, & More Private Credit Concerns 3/24/26
Mar 24, 202644:15investing 
Intelligent ReportThe Knowledge Project
Brookfield's Connor Teskey breaks down how one of the world's largest alternative asset managers deploys capital across infrastructure, renewables, and AI data centers while obsessing over downside protection and long-term contracted cash flows.
Beating the Market: Connor Teskey, CEO Brookfield Asset Management
Mar 17, 202685:27investing- StandardSummaries only
Connor Teskey
The Knowledge Project
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-…
Top CEO: The 90% Rule, AI Infrastructure, and the Future of Investing | Connor Teskey
Mar 17, 202685:27aisocietyculture - StandardSummaries only
Connor Teskey
The Knowledge Project
Connor Teskey is the CEO of Brookfield Asset Management, one of the world’s largest investors, managing about a trillion dollars across infrastructure, power, real estate, private equity, and credit. In this exclusive interview, his first as CEO, we explore his approach to capital allocation, isolating variables, and building a business designed for long-…
Connor Teskey: The 90% Rule, AI Infrastructure, and the Future of Investing
Mar 17, 202685:27aisocietyculture 
StandardSummaries onlyBad Decisions Podcast
Meta acquiring MoldBook, the social media platform exclusively for AI agents where 1.6 million agents are inventing languages, and advertising to each other (humans can only observe), Kled AI raising $5.5 million to build the first human data marketplace where you get paid up to $7,000 to film your daily activities for AI training (backed by Waymo founder…
Meta Bought a Social Media Where Humans Aren't Allowed
Mar 11, 202651:27agents- StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more. AGENDA: 0:00 The SaaS Apocalypse: Why Incumbents Aren't G…
20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
Mar 7, 202660:27aiinvesting 
StandardSummaries onlyThe Jaeden Schafer Podcast
In this episode, we explore the evolving landscape of AI startup investments in 2026, highlighting what venture capitalists are actively seeking and what they are no longer prioritizing. We discuss the shift towards AI solutions that complete tasks and possess proprietary data moats, moving away from 'thin workflow layers' and generic AI wrappers.Chapters…
What VC's Are Looking For in AI Startups Today
Mar 3, 202611:18ai- StandardSummaries only
Ray Dalio
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Friedberg Introduces Ray Dalio (1:29) 5 Forces That Will Decide America's Future (7:26) Why Government Reform Is Nearly Impossible (11:19) Gold vs. Bitcoin (28:16) What Economists Got Wrong About Tariffs (41:11) Is America Heading Towards Collapse? Airwallex is a leading global payments and financial platform for modern businesses, offering trusted…
Ray Dalio: Our System Is in Jeopardy - Debt, AI & the Cycle That Destroyed Rome
Mar 3, 202649:14ai - StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Jerry Murdock is the Co-Founder of Insight Partners, one of the most formidable growth investors of the last three decades, with over $90 billion in AUM and a portfolio that has shaped the modern software economy. Jerry never does podcasts, and so this is his first-ever long-form interview. AGENDA: 03:50 There is an AI Tsunami Beginning 05:43 Cursor is F*…
20VC: Why Cursor is Dead | An AI Tsunami is Coming & You Need to Prepare | Systems of Record Become Valueless Databases with Agents | Is This The End of Tech Private Equity with Jerry Murdock, Co-Founder of Insight Partners
Feb 28, 202661:05aiinvesting 
StandardSummaries onlyWar on the Rocks
What does it take to rebuild the foundation of American military power? Michael Cadenazzi, assistant secretary of defense for industrial base policy, joined Ryan at a live event a few weeks back for a fascinating discussion on the state of the defense industrial base (from new VC-backed entrants to the primes), the race for critical minerals, supply chain…
The Arsenal Beneath the Arsenal
Feb 27, 202626:48- StandardSummaries only
Jack Altman Joins Benchmark
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 03:55 Anthropic Security Product Wipes Billions Off Public Markets 11:17 Do Agents Turn SaaS Incumbents into Valueless Databases 22:07 Anthropic Secondary Sale Makes Hundreds Decamillionaires 23:20 Citrini Research Piece: Everything You Need To Know 26:04 Will DoorDash Be Replaced by Agents 34:22 Will "Ghost GDP" Soften Consumer Spending Power 42:…
20VC: Anthropic Wipes Billions Off Markets | Citrini Research: The Ultimate Breakdown: Agents, "Ghost GDP", Consumer Spend etc. | Figma Earnings Beat & Four Public Stocks to Buy | Jack Altman Joins Benchmark
Feb 26, 202680:09openaianthropicinvesting - StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Anish Acharya is a General Partner at Andreessen Horowitz (a16z), where he leads consumer and fintech investing at Series A. He serves on the boards of standout portfolio companies including Deel, Mosaic, Clutch, Titan, and HappyRobot and has led early bets in companies like Runway and Carbonated. Before a16z, he founded and exited two startups—Snowball (…
20VC: Is SaaS Dead in a World of AI | Do Margins Matter Anymore | Is Triple, Triple, Double, Double Dead Today? | Who Wins the Dev Market: Cursor or Claude Code | Why We Are Not in an AI Bubble with Anish Acharya @ a16z
Feb 9, 202684:15anthropicinvesting 
Intelligent ReportInvest Like the Best with Patrick O'Shaughnessy
A16Z co-founder Ben Horowitz on Andy Grove's management lessons, why culture is actions not ideas, funding Las Vegas police tech that cut crime 50%, and America's AI moment as the new Industrial Revolution.
Ben Horowitz - Backing America’s Future
Feb 3, 202655:51investing- StandardSummaries only
The Neon Show
This is a special episode from the Neon Fund.In 2025, the US saw $1.8 trillion worth of M&A deals, around 25× more than India. But India’s startup ecosystem is much younger, which makes every acquisition a playbook for founders on process, pricing leverage, and stakeholder management.Neon backed Zenduty in 2020, when the founders had been bootstrapping pr…
How Buyers Discover Startups, From a 10-Year Founder Journey to an EXIT | Ankur Rawal & Vishwa Krishnakumar
Jan 30, 202663:45 
StandardSummaries onlyThe Delingpod: The James Delingpole Podcast
EM Burlingame has been there done that: author, thwarted bloodlines heir, historian, Special Forces veteran, computational science engineer, tech entrepreneur, venture capitalist… In part two of their conversation, they discuss: how to cope with fear; horses; the coming civil war in the US; where the old families keep all their money; the ‘Praetorian’ eli…
EM Burlingame
Jan 27, 2026125:06societyculture- StandardSummaries only
The Neon Show
Kanwal Rekhi first came to the US in the 1960s. He took his company public on Nasdaq in 1987. As a young Indian in the US, he was laid off from his first three jobs. That experience pushed him towards entrepreneurship. At the time, Indians were known and hired for technical and mathematical skills, not as founders building companies on US soil.But Kanwal …
From Startup to US IPO in 5 Years: Kanwal Rekhi’s Historic IPO of Excelan
Jan 22, 202678:15 - StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 03:30 Can VC Survive With Public Market Prices Today 15:20 The Implosion of Thinking Machines 21:13 Elon Musk vs. OpenAI: The Legal Battle 40:50 Can OpenAI Win Ads? 55:50 ClickHouse's $15BN Deal: Analysed 58:55 Replit's $9BN Deal: Analysed 01:08:35 There Are Only Two Types of Deals VCs Want To Do Today
20VC: Sam Altman vs Elon Musk: The $100BN Battle | The Implosion of Thinking Machines | Can VC Survive Public Market Pricing Today? | ClickHouse and Replit's New Rounds: Analysed
Jan 22, 202678:02openaiinvesting 
StandardSummaries onlyDecoder with Nilay Patel
Hey everyone, it’s Nilay. We’re settling back in here after the winter break and CES, and we’ll have new episodes for you starting next Monday. In the meantime, we wanted to highlight one of our favorites from last year: an interview with journalist and author Megan Greenwell about her book Bad Company: Private Equity and the Death of the American Dream. …
Rewind: How private equity kills companies and communities
Jan 15, 202651:44- StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
AGENDA: 05:02 Anthropic's $10 Billion Fundraise 07:54 Has Claude Code Beaten Cursor Already 15:54 OpenAI Could Still Go to Zero 26:33 Andreessen Horowitz's $15 Billion Fundraise 45:16 The Middle is Dead: Boutique vs. Large Platforms in Venture 50:01 The Future of Venture Capital 01:08:06 The Impact of Wealth Taxes on the Industry
20VC: Anthropic's $10BN Fundraise: Have They Beaten Cursor Already | a16z's $15BN Fundraise: Is the Middle Dead in VC Today? | How OpenAI Could Go to Zero and ElevenLabs at $11BN: Buy or Not?
Jan 15, 202688:12openaianthropicinvesting 
StandardSummaries onlyALL IN Practice Growth Podcast
Episode 110: Our 2026 Predictions Part 2 Hosts: Shane McElroy & Blake McClellan Summary: In the second part of this engaging episode, Shane and Blake delve deeper into their predictions for 2026, addressing critical topics that are shaping the future of the medical and dental industries. With a blend of expert analysis and personal anecdotes, they explore…
Our 2026 Predictions (Part 2) - Shane McElroy and Blake McClellan
Jan 13, 202624:50health- StandardSummaries only
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Alex Rampell is a General Partner at Andressen Horowitz, where he leads their $1.7BN apps fund. Just last week, a16z announced they had raised $15BN for their latest funds, over 20% of all capital raised by venture firms. At a16z, Alex has led deals into Plaid, Mercury and OpenDoor to name a few. AGENDA: 04:55 How to Do 5x on a $15BN Fund Pool? 09:21 What…
20VC: a16z's $15BN Fundraise with Alex Rampell | The Best Companies Have Hostages Not Customers | The Best Founders Materialise Capital, Customers and Labour | Mid-Sized Funds with Die and The Future of Venture Capital
Jan 12, 202677:01investing - StandardSummaries only
All-In with Chamath, Jason, Sacks & Friedberg
(0:00) Guest intros: Jasons introduces Bob Sternfels (McKinsey) and Hemant Taneja (General Catalyst) (2:52) The pace of innovation and why VC's are buying hospitals (9:30) CFOs vs CIOs and unlocking growth (20:46) The job market and why graduates aren't getting hired (27:33) Why education is broken (40:03) Tech time capsule Follow Hemant Taneja: https://x…
Why AI will dwarf every tech revolution before it: robots, manufacturing, AR glasses from CES 2026
Jan 8, 202651:22ai 
StandardSummaries onlyThe Robot Industry Podcast
For this edition, #152 of The Robot Industry Podcast, I welcome Caleb Appleton from Bison Ventures. Bison Ventures is a Venture Capital (VC) firm with $135M AUM for frontier tech. From AI-powered drug discovery to collaborative robotics, Bison backs bold, deeply scientific solutions that have potential for massive commercial scale. An all-engineer team, B…
Bison Ventures and Caleb Appleton
Jan 3, 202636:40ai
StandardSummaries onlyMinor Issues
The Minor Issues year-end episode: what 2025 really taught us and what 2026 may bring. Mark Thornton revisits tariffs, inflation, metals, and interest rates; recaps his Bitcoin vs. Gold contest; and explains why a steepening yield curve could arrive even as the Fed cuts short rates. Mark also maps the risks of an un-inversion and why today’s calm in CRE, …
Looking Back and Forth
Dec 20, 2025ai
