Transcripts

7 Predictions for How AI Changes the World: Labour

Engineering, Social Media, GrokBots Buying Cybercabs and more with Matteo Franceschetti, Co-Founder @ Eight Sleep

Inside Sequoia's Investment Committee: Lessons from Don Valentine, Doug Leone and Alfred Lin

How the SpaceX and Citadel Deals Went Down · What Sequoia Specifically Looks for in Founders with Julien Bek

The AI Bubble Will Burst: Half the Neoclouds Will Die

China: Should We Ban Chip Exports & Be Fearful of Chinese Open-Source · Mag7: Who Dies and Who Thrives: Why Meta is Meh and Microsoft is Mega

Uber President on The Untold Uber Stories: Travis, China and Self-Driving

Why Autonomy Is Existential · How to Beat DoorDash to #1 in Food with Andrew MacDonald

How to Build a $100M Growth Engine: Lessons from Wispr Flow and Superhuman

Why You Should Do Paid Ads Today and How To Do Them · How to Build the Best Referral Programs and How to Crush UGC with Matt Swulinski

Will OpenRouter Sell for $10BN to Stripe?

Why Chinese Open Models Are Beating America—and What Happens Next · Why Enterprises Are More Fearful of Anthropic and OpenAI Than China · Is the Routing Layer Becoming a Commodity with Alex Atallah

The AI Boom Will Create Enormous Roadkill: Who Wins & Loses

Why Founders Should Never Take Multi-Stage Money at Seed · Why Triple, Triple, Double, Double is Good Enough

70% of Neolabs Will Die

There Will be a $100BN US Open-Source Model · Data is a Trillion $ Market · Governments Cannot Regulate Models: It is Too Late · The Cyber Attacks to Come Will be Insane with Anastasios Angelopoulos @ Arena

Leading Anthropic's First Ever Round

Will Open Source Threaten Anthropic's Business · Do Margins Matter in a World of AI · Why Triple, Triple, Double, Double is Not Good Enough Today · Why Series A is Hard Today with Matt Murphy @ Menlo

Are OpenAI and Anthropic Overvalued? The Open-Source AI Reality

How Token Costs Will Fall 10x And Usage Will Explode 100x · The Future Is Not One AGI; It's Millions of Specialised Models with Lin Qiao, Founder and CEO @ Fireworks

$5BN in Revenue, 7 to 7,000 Employees in 9 Months

206,000 Tests in a Single Day: The Craziest Story in Startups: Curative with Fred Turner

Wix's Founder on What Wall St Gets Wrong About AI and Wix

Will Base44 Win the Vibe Coding Wars · The Truth About the Economics of Vibe-Coding · The Buyback Disaster: Lessons Learned with Avishai Abrahami

Why OpenAI and Anthropic Won't Win the App Layer

Why Teams Will Get Bigger Not Smaller in a World of AI · Why AI Removes Incumbents Advantage of Bundling · China vs America: Who Wins the AI War with Arvind Jain, Co-Founder @ Glean

Sam Altman Offers Trump 5% of OpenAI: Fool or Genius?

Alex Karp Sounds the Alarm: Enterprises Fear Frontier Models & Questionable ROI of AI · The Rise of Chinese Open Source: Deepseek Building Own Chips

Why Now is the Time for the Application Layer

Why OpenAI & Anthropic Won't Win the App Layer · Why Startups Should be TokenMaxxing · Why VCs Should Reduce Weighting on Price & Ownership in an Age of AI with Mike Mignano, USV

Open Models vs Frontier Models: Who Actually Wins?

The $100,000 Token Budget Every Engineer Will Need · Why Forward-Deployed Engineers Are the Future of Enterprise AI with Clay Bavor, Co-Founder of Sierra

Leo Aschenbrenner's Largest Holding: Inside the $90BN Bloom Energy

Why Electricity, Not AI Models, Will Decide the Winners of the AI Race · Why We Are Not in an AI Capex Bubble · Energy Sovereignty and The Future of Power with KR Sridhar

How We Got Fred Wilson, Benchmark and Index to Invest $94M

Why Robinhood's Strategy is Wrong · Why 1-1s are BS and What Every Founder Gets Wrong About Equity · Why Taste Beats AI But How AI Kills Org Charts with Paul Erlanger, CEO @ fomo

Nikesh Arora on the Frontier Model Problem: Breadth vs Depth

The Future of Token Costs · Memory Becoming the Moat · Where Value Accrues: Infra, Models, or Apps? · Why Enterprise AI is Not Ready & Systems of Record vs Systems of Intelligence

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

Micron Will Be More Valuable Than Meta

How Export Controls Helped Not Hurt China · Power is the Bottleneck to AI · Why Dario Has Done a Disservice to AI with his Labour Replacement Messaging with Aravind Srinivas, Founder @ Perplexity

Who Wins the Model War: OpenAI, Anthropic or Open-Source

Token Maxing, AI Hangovers & The Coming ROI Reckoning · Labour Displacement Fears are BS & Overblown · From Physicist to Sequoia Founder with Matan Grinberg, Founder @ Factory

Nebius Co-Founder on AI Infrastructure Bubbles

The Real Impact of Open Source on OpenAI & Anthropic · How Price Elastic is Demand for Compute · Could Nebius Sell 10x More Compute If They Had It & more with Roman Chernin

Mercor CEO on Why Application Layer Companies Have No Defensibility, The Model is the Product

Token Spend Will Exceed Headcount Spend in 5 Years · The True Cost of Hiring AI Researchers in the Valley Today with Brendan Foody

Cerebras CEO on the Future of Data Centres, Token Costs and Memory

We are Not in an Infra Bubble & Dario Got a Bad Deal with Elon for Compute · Should US Companies Sell to China & Why Most Layoffs are AI Washed with Andrew Feldman

The $100M CRO Bubble: Why Anthropic Are Causing a Comp Crisis

Why You Should Never Hire From Salesforce or Service Now · How to Hire, Train and Forecase in a World of AI with Chad Peets and Chris Degnan

Turning Peter Thiel's $100K into $10M Angel Portfolio

The One Man Accelerator at The Four Seasons · Why VCs Can Be Sharks and What Founders Need to Know · Why Stocks and Cash are BS and You Should Invest in Land with Josh Browder

Lessons from Jensen Huang on "Founder Mode"

How to Know if OpenAI or Anthropic Will Kill your Company · How USV Liking Music Made Them $1BN on an Investment · The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao @ Abridge

Inside Legora: $100M ARR in 18 Months

Jude Law Generated $50M in Sales Pipeline: The Economics Broken Down · Competing Against Harvey, the 800 Pound Gorilla · Why Legora is Undervalued at $5.5BN with Patrick Forquer, CRO @ Legora

What I Learned from 100 of the Best CEOs in the World

What I Learned from Staying with Mr Beast for 3 Weeks · How We Will Spend More on Tokens than Salaries with Cliff Weitzman, Speechify

Mag7 Earnings: Google & Amazon Win - Meta and Microsoft Falter

Anthropic's $50BN Raise & What it Means for a Potential IPO · Atlassian, Twilio and Five9 Beat: The SaaS Apocalypse Over? · Sierra's $15B Valuation: Peak or Potential

Shopify's Tobi Lütke on How AI is a Scapegoat for Mass Layoffs & What Will Labour Markets Be in the Future

Why We Need More Scrutiny on Charitable Giving, Governments are Bad at What They Do and Trump Derangement Syndrome in Canada

Inside Clay's Sales Playbook Scaling to $100M ARR

How to Set Sales Comp Plans · How to Read Sales Talent Linkedin Profiles · What Profiles to Hire & Fire · How to Increase Performance and Speed in Sales Teams with Becca Lindquist

Applovin: $160BN Market Cap, $5.48BN Revenue, $10M EBITDA Per Head

Why the Best Do Not Need Mentorship · Why Founders Should Not Angel Invest · Why Kindness in Business Will Slow You Down with Adam Foroughi

Replit CEO on Why Coding Models Are Plateauing

Why the SaaS Apocalypse is Justified: Will Incumbents Be Replaced? · Why IDEs Are Dead and Do PMs Survive the Next 3-5 Years with Amjad Masad

Everyone is Wrong; We Will Have More Developers in Five Years

Why Frontier Labs Will Be Way More Valuable Than They Are Today · Are SaaS Companies Cooked: Which Thrive & Which Die with Aaron Levie, Founder at Box

Anj Midha on Investing $300M into Anthropic

The Early Days of Anthropic & How 21 of 22 VCs Turned it Down · The Four Bottlenecks to Compute · What the China Has Smashed and Why We Should Be Worried

ElevenLabs: Why We Set a 20x Sales Quota

How to Structure Sales Compensation Plans · Customer Success: 'Total BS' or Growth Engine? · Building an AI Sales Machine: What Tools & Tactics Must CROs Adopt Today with Carles Reina

DeepMind's Demis Hassabis on Why AGI is Bigger than the Industrial Revolution

Why LLMs Will Not Commoditise & We Have Not Hit Scaling Laws · Bottlenecks in AI & The Energy Crisis Caused By AI · Whether AI Will Do More to Harm or Help Inequality

Hims & Hers: $4.3BN Market Cap on $2.3BN of Revenue: The Comeback

Why Being Public is 10x Better · The Death of the "Strategy" Hire · Why Performance Marketing is Worse than Brand Marketing with Andrew Dudum

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

The Venture Model is Broken

You Need to be Greedy and Selfish to Win Early Stage Investing · Why Margins Do Not Matter for Early-Stage Startups · The Growth Rate that is Required in a World of AI with Gili Raanan, Founder @ Cyberstarts

Inside Anduril's $20BN Army Contract & Why Anduril Must Go Public

Why 99% of Drone Companies Will Die · Why There is Never an Ethical Question of How Anduril Products are Used with Matthew Steckman, President @ Anduril

Inside Figma's $1BN ARR Revenue Machine

Why We Do Not Have Customer Success or SDRs · Why I Do Not Believe in Sales Quotas with Shaunt Voskanian, CRO @ Figma

The 8 Moats of Enduring Software Companies: How to Analyse for Durability and Defensibility in a World of AI

Why Dropouts are "AI Maxing" the World & Remote Early-Stage Companies are Dying with Gokul Rajaram

Inside Accel's $4BN Growth Investing Machine

Cursor is Dead is Total BS: Here is Why · What Missing Rippling and ElevenLabs Taught Us · Are $2BN-$10BN IPOs Dead · Why Now is a Great Time to be Thoma Bravo with Miles Clements

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

Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded

Will Systems of Record Become Valueless Databases in an Agentic World · Will LLMs Own the Value in the Application Layer with Eran Zinman

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

Inside Coatue's $70BN Machine: Why Price Matters Least

Why Mega Markets are the Most Important · How to Assess Durability of Revenue and Margins in AI with Lucas Swisher

Codex vs Claude Code vs Cursor: Who Wins, Who Loses

Will All Coding Be Automated - Do We Need PMs · The Real Bottleneck to AGI · The Three Phases of Agents and What You Need to Know with Alex Embiricos, Head of Codex at OpenAI

SaaS is Dead: Why Systems of Record Will Die in an Agentic World

What Revenue Multiple Will Software Companies Trade At? · From 7,000 to 3,000: We Need Less People Than Ever with Sebastian Siemiatkowski

Inside ElevenLabs $330M ARR Sales Machine

The 20x Sales Comp Plan Reps Must Hit · How to Land and Expand in a World of AI · Why Product-Market-Fit is BS, Reps Should Not Be in the Office and Outbound is King with Carles Reina

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

50% of Funds Will Go Out of Business

Why Growth Expectations Today are BS and Will Not Last · Why Oren Zeev Takes $0 Management Fees But 30% Carry · Why GPs Should Not Tell LPs Their Strategy

How Wix Built a $100M Marketing Machine

Why LTV is BS and Why Time Return On Investment is the Most Important Metric · How to 10x Your Growth: What is the Next Great Channel with Omer Shai, CMO @ Wix

From Only OpenAI to Die-Hard Anthropic: The Downfall of OpenAI in Enterprise

Harvey vs Legora: Legal AI is a Winner Take All · $7M ARR in a Single Day and Raising $200M Across 3 Rounds with No Deck with Max Junestrand, CEO @ Legora

How Model Performance is Plateauing

Two Key Rules for Effective Deal-Making · Company Building Lessons from Keith Rabois, Brian Halligan and Pat Grady · Why Enterprise AI Adoption is Years Off with Harvey CEO Winston Weinberg

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

Why the Best Sales People are F**** in the Head

Why Remote Work is BS · Why Europe is a Nightmare for Recruiting Sales Teams · How to Build a Sales Machine · What Everyone Gets Wrong Today in Sales with Chad Peets

$0-$260M in Revenue in Three Years: How We Did It

You Need to Work Weekends to Win — Most Founders Aren't Ambitious Enough · The Revolut Playbook: Speed, Urgency, Extreme Ownership, and Zero Excuses with Alan Chang @ Fuse Energy

a16z's David George on How $BN Funds Can 5×

Do Margins & Revenue Matter in AI & the Most Controversial Bet at a16z

How Wiz Built a $30BN Brand in Enterprise

What Worked vs What Was a Mega Failure: Lessons Learned · Why Marketers Make the Worst CMOs & What To Look for in Growth with Raaz Herzberg

Scale, Surge, Turing, Mercor: Who Wins & Who Loses in Data Labelling

Is Revenue in Data Labelling Real or GMV? · Why 99% of Knowledge Work Will Go and What Happens Then? · Why SaaS is Dead in a World of AI with Jonathan Siddharth @ Turing

John McMahon on How to Hire, Train & Retain the Best Sales Reps

How Sales Changes in a World of AI · Sales Lessons from Snowflake and MongoDB · How to Create and Drive a Sales Process with Urgency

Base44's Maor Shlomo on How Vibe Coding Will Kill SaaS and Salesforce

Why it is BS that Vibe Coding Platforms Do Not Have Defensibility and Bad Margins · Why He Worries About Google, Not Replit and Lovable · Why Long Anthropic, Not OpenAI?

Max Altman on The New Seed War: Can Anyone Compete with Sequoia and a16z

Leaving $2BN on the Table with Reddit · Lessons from Backing Rippling at $25M Post · Why Climate Tech is a Mirage and Disaster

Andrew NG on The Biggest Bottlenecks in AI

How LLMs Can Be Used as a Geopolitical Weapon · Do Margins Matter in a World of AI? · Is Defensibility Dead in a World of AI? · Will AI Deliver Masa Son's Predictions of 5% GDP Growth?

Benchmark's Newest General Partner Ev Randle on Why Margins Matter Less in AI

Why Mega Funds Will Not Produce Good Returns · OpenAI vs Anthropic: What Happens and Who Wins Coding · Investing Lessons from Peter Thiel and Mamoon Hamid

Cohere's Chief AI Officer on Why Scaling Laws Will Continue

Whether You Can Buy Success in AI with Talent Acquisitions · The Future of Synthetic Data & What It Means for Models · Why AI Coding is Akin to Image Generation in 2015 with Joelle Pineau

Sequoia's David Cahn on The Winners and Losers in AI

The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead? · The Future of Defence: Who Wins and Who Loses · How to Analyse Margins and Growth Rates in a World of AI

Deel CEO Alex Bouaziz on Raising $300M+ at a $17BN Valuation

Deel vs Rippling: WTF is Going On · Management Lessons from Ben Horowitz and Nik Storonsky · Deel's M&A Playbook: Lessons from 13 Acquisitions: What Works & What Doesn't

The Startup Adding $1M ARR Every Week

Competing Against OpenAI's Codex and Claude Code: Who Wins · Why Gemini is Failing and GPT-5 Is Winning · Do Margins Matter in a World of AI · The Ugly Truth About AI Coding with Zach Lloyd, Warp

Atlassian CEO on Why Everything is Overvalued & Are We in an AI Bubble

Do Margins Matter & Does Defensibility Exist in an AI World · Is Per Seat Pricing Dead & The Future of Vibe Coding with Mike Cannon-Brookes

Scaling Snowflake from $0-$3BN in ARR

Snowflake vs Databricks: My Biggest Lessons · Why Customer Success is BS and What Replaces It with Chris Chris Degnan

Cerebras CEO on Why Raise $1BN and Delay the IPO

NVIDIA Showing Signs They Are Worried About Growth · Concentration of Value in Mag7: Will the AI Train Come to a Halt · Can the US Supply the Energy for AI with Andrew Feldman

OpenAI and Anthropic Will Build Their Own Chips

NVIDIA Will Be Worth $10TRN · How to Solve the Energy Required for AI... Nuclear · Why China is Behind the US in the Race for AGI with Jonathan Ross, Groq Founder

General Catalyst CEO Hemant Taneja on The Future of Venture Capital: Chanel vs Walmart

Lessons Scaling GC to $40BN in AUM · Investing $5BN+ Into Stripe Over 14 Rounds · Investing Hundreds of Millions into Anthropic at $60BN Valuation

Why 90% of Founders Build Startups Wrong

Why AI Growth Rates are Sustainable & Remote Work is BS and the AI Talent War · Competing with Brett Taylor and Sierra: Who Wins the Customer Service War with Jesse Zhang, Decagon

Mercor: From $1M to $500M in 17 Months: The Fastest Growing Company in the World

How to Think About Margins and Revenue Sustainability in AI · Why Evaluation Benchmarks in AI are BS Today with Brendan Foody

Why AI SDRs are BS and Do Not Work

How to Use AI in Your Sales Team and Process to Win Today · What Skills Do All New Reps Need to Have in an AI First World with Amit Bendov, CEO @ Gong

ElevenLabs Hits $200M ARR: The Untold Story of Europe's Fastest Growing AI Startup

The Real Cost of AI from Talent to Data Centres · How US VCs are in a Different League to Europeans · The Future of Foundation Models with Mati Staniszewski

Meta CMO Alex Schultz on How All Founders Have to Change Their Marketing Playbook in a World of AI

Is AI Plateauing, What it Means if China Wins the AI Race and Why Zuck is a Generational Leader

Cohere Founder on How Cohere Compete with OpenAI and Anthropic $BNs

Why Counties Should Fund Their Own Models & the Need for Model Sovereignty · How Sam Altman Has Done a Disservice to AI with Nick Frosst

Why Most CPOs are Bad

Why You Do Not Need PMs in a World of AI · Why the Design Stage is Dead and How to Use Vibe Coding to Replace It · The Three Roles All Founders End Up Firing on Repeat with Jason James @ Tezi

Do Margins Matter in AI?

Is Defensibility Gone For Good? · Is Vertical SaaS Dead in a World of AI · What SaaS Rules Are BS and No Longer Apply in a World of AI · The Future of Venture: Why Chanel vs Walmart is BS with Byron Deeter

Lovable CEO Anton Osika on $120M in ARR in 7 Months

The Honest Truth About Defensibility and Unit Economics for AI Startups · The State of Foundation Models: Long Grok, Short OpenAI, Why · Replit vs Lovable vs Bolt: What Happens

15 Term Sheets in 7 Days and Choosing Benchmark

Harvey vs Legora: Who Wins Legal and How to Play When You Have $600M Less Funding · Are AI Models Plateauing Today · Building a 9-9-6 Culture From Stockholm with Max Junestrand

Figma, Scale, Wiz: Inside Index's Decacorn Factory

Decision-Making, Investment Process, Biggest Lessons, Biggest Misses · Why Gross Margin is a Fallacy at Seed · Never Turn Down a Deal on Price with Martin Mignot, Partner @ Index Ventures

The $BN Greenoaks Backed Protein Bar

Hitting $100M Revenues in David's First Year: Lessons & Mistakes · $0 to $600M: The Untold RXBAR Story · Product-Market-Fit, Pricing, Branding: What Every Founder Gets Wrong Today with Peter Rahal

$0-$3.7BN: The Databricks CRO's Playbook to Build the Fastest GTM Engine in SaaS History

How Databricks Beat Snowflake · How To Build a Sales Org of 5,000 and Close $190M Deals with Ron Gabrisko

Inside Carnegie Mellon's $4BN Endowment

Why 90% of LPs Shouldn't Invest in VC · The $140BN Problem with Multi-Stage Funds · The Hidden Math Behind DPI, TVPI, and Illiquidity with Miles Dieffenbach

a16z's Martin Casado on Anthropic vs OpenAI: Where Value Accrues

Cursor vs Replit vs Lovable: Who Wins and Who Loses · The One Sin in AI Investing · Why Open Source is a National Security Risk with China

Should We Kill the PM Role Entirely

How Does Product Design Change Most in a World of AI · How Do Monzo Build Product Today: What Works, What Does Not · Why Most Product Sucks and What Makes Truly Great Product

Scaling to $1BN+ in Revenue with No Funding: Surge AI

The Most Insane Scaling Story in Tech

Vlad Tenev on Robinhood's $85BN Resurgence

Tokenizing SpaceX & OpenAI · Building Nine Revenue Lines Over $100M · Why Crypto Will Be Robinhood's Biggest Revenue Line · Why Stablecoins Will Replace Banking Rails

The Death of Growth Teams?

How Hubspot Use AI to Triple Email Conversion · The Future of AI SEO · Why Prompt Engineering is the New Coding · What Every CMO Needs to Know About AI in 2025

Inside KKR's Monster $8BN European Fund

The $500M Turkey Gamble That Went Wrong · Do Andreessen & General Catalyst Scare KKR? · Will AI Kill the PE Model? · Can The PE Model Survive without IPOs and Where is the Liquidity with Philip Freise

How to Layer Enterprise Sales on PLG

How to Sell AI Tools To Enterprises That Are Scared · Should Reps Own Their Own Pipeline · Mistakes All Founders Make When Moving From Founder-Led to Rep-Led Sales with Kim Graves

The Wild Story Raising $450M From Masa and Softbank

Why My Biggest Mistakes Came From Listening to VCs · Why 100 VCs Turned Us Down · Why European Founders Are Tougher Than US Founders with Johannes Reck, GetYourGuide

How Duolingo Build Product 10x Faster with AI

Duolingo's Biggest Lessons on Paywalls, Push Notifications and In-App Purchases · Why Small Teams are the Future of Product · Why PMs Will Become Extinct with Cem Kansu, CPO @ Duolingo

How We Made $800M on Coursera

We Lost Money on Uber and Made Money on Lyft · We Did 3x on Postmates in 18 Months · DPI is King, MOIC is BS · We Dodged Theranos and I Still Lost Millions with Larry Aschebrook @ G Squared

Fiverr CEO: 'If You're Not Adapting to AI, F* You. You're Done

Why "Time to Copy" is the Most Important Metric in Startups Today · Why 99% of AI Companies Today Will Die · Why Governments Will Take Control of AI with Micha Kauffman

The Science of Storytelling: Three Steps to Master the Perfect Story

From Near Death Experience to Unicorn Startup: The Untold Story of Omaze with Matt Pohlson

Windsurf Founder on Will Model Companies Own the App Layer

Why Moats Do Not Exist in a World of AI · Why the Notion of Single Person $BN Companies is BS · Lovable vs Bolt & Cursor vs Windsurf: How Does it All End with Varun Mohan

From $2M ARR to $40M ARR: The Playbook

How to Use AI To Supercharge Your Sales Team · Why Pipeline Reviews are BS · The Sales Call Script that Closes 99% of Prospects and How to Hire the Best Sales Reps with Kyle Norton, CRO @ Owner

The Most Insane Story in Startups: Airwallex: The Angel That Turned $1M into $1BN

The Fund That Pulled a Term Sheet & Lost $1BN · Rejecting Stripe's $1.2BN Offer · Scaling to $1BN in Revenue & 100% YoY Growth for 8 Years with Jack Zhang

ElevenLabs Head of Growth on Why You Do Not Need PMs

The 7-Part Launch Playbook That Gets 700K+ Views Per Product · The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries

Duolingo Co-Founder on Why $3M is Harder than $100M to Raise

Why You Should Always Take Tier 1 VCs Even at Worse Terms · Why Europe Can't Win Unless the US Screws Up · How AI Impacts the Future of Work and Education with Severin Hacker

Exclusive: Mercury Founder Launches First $26M Fund

Why Founders Should Take the Highest Price · Why Serial Entrepreneurs are Better · Why AI Is So Overhyped · The Future of Venture Capital with Immad Akhund

Four Traits of the Most Successful Founders

How to Hunt and Close Talent Like a Pro and Where All Founders Go Wrong · Lessons Raising $397M From the Best Investors in the World with Eléonore Crespo @ Pigment

Exclusive: Why Mega Platforms Will Win in VC

Why You Cannot Do VC If You Do Not Do Pre-Seed · Why Market Sizing is BS · Where Will Foundation Models Build/Buy Apps vs Where Will They Not with Bucky Moore

VCs are Spreadsheet Monkeys and are Commoditised

Why Fees and Carry Misalign GPs and LPs · Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds · Why We Need European Sovereignty More Than Ever with Taavet Hinrikus

Do Rich Founders Make Better Founders

The Best Performing Fund Would Only Back YC Founders on Their Second Time · Why SPACs Will Come Back · Why Short Sellers Should Be Banned · Is Trump Better for Business than Biden with Jason Wilk @ Dave

Foundation Models: Who Wins & Who Loses

How Economies and Labour Markets Need to Change in a World of AI · China vs the US in an AI Race: What You Need to Know · Rich Socher, Founder @ You.com

Benchmark's Victor Lazarte on Why Portfolio Construction is BS

Why SaaS Spreadsheet Investing is Dead · Why China is a Stabilising Force for the US · Three Traits All the Best Founders Have & The Lie All Big Tech Companies Have Been Telling

How Scale AI and Harvey Build Product

Why PMs Are Wrong: They are not the CEOs of the Product · How to do Pre and Post Mortems Effectively and How to Nail PRDs · The Future of Product Management in a World of AI with Aatish Nayak

How to Fix the UK Tech Ecosystem

Why We Need to Flood the UK with Venture Capital · What the UK Can Learn From Sequoia, Stripe and Norway · Why Now is the Time to be Bullish on China & Lessons from Jensen Huang with Tom Hulme & Stan Boland

Why To Win in AI, Investors Need to Change Their Approach

Why VC is Run by Principals and Associates and is a Broken System · The Bull Case for Anthropic & Whether Deepseek Changes Their Strategy with Nabeel Hyatt @ Spark Capital

How the Best Sales Teams Use AI to Win Enterprise Deals

Sales Teams Will Be Dramatically Smaller · How to Ramps Sales Reps Way Faster · Why Unpaid Design Partners are BS · Why this Generation of Sales is Soft with Ishan Mukherjee @ Rox

Why Traditional VC is Broken: How VCs Learned Nothing from 2021

Why LPs are More Important than Founders & Advice to Emerging Managers · Bull Case for Bytedance & Why TikTok's Ban Doesn't Matter with Mitchell Green, Lead Edge Capital

AI Chip Wars: How Cerebras Plans to Topple NVIDIA's Dominance

Why We Have Not Reached Scaling Laws in AI · What Happens to the Cost of Inference · How We Underestimate China and Shouldn't Sell To Them with Andrew Feldman

Selling Drift for $1.2BN is the Biggest Failure: What No One Tells You About Selling Your Company

Why Incumbents Are Slower & Worse Than Ever · Why the Most Valuable Companies in a World of AI Will Not Have More Than 100 People with Elias Torres

The 10 Question Framework a $217BN Manager Uses to Make Investment Decisions

Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvault · The Bull Case for Bytedance · How Anduril Could Be a $200BN Company with Peter Singlehurst

HubSpot CEO on Where Value Accrues in SaaS AI

How HubSpot Competes Against Salesforce · Why B2B Is Not a Winner Take All Market · How to Go From SMB to Enterprise an Win · How SEO Dying Changes HubSpot's Business with Yamini Rangan

Lessons from Investing $2BN and Returning $8BN in Cash

Why Most Venture Partnerships are Broken · We Sold Salesforce Early and Lost Out on Billions · Are The Best Deals Always Expensive and Competitive with Jake Saper @ Emergence Capital

Everything You Know About Sales Playbooks is Wrong

How to Hire and Train Your First Sales Hires · How to Crush Pipeline and Deal Reviews as a Team · How to Structure Sales Teams and Sales Comp Plans with Julian Teixeira, CRO @ 1Password

Anthropic CPO Mike Krieger: Where Will Value Be Created in a World of AI

Have Foundation Models Commoditized · When Do Model Providers Become Application Providers · What Anthropic Learned from Deepseek

Why Google Will Win the AI Arms Race & OpenAI Will Not

NVIDIA vs AMD: Who Wins and Why · The Future of Inference vs Training · The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML

NVIDIA vs Groq: The Future of Training vs Inference

Meta, Google, and Microsoft's Data Center Investments: Who Wins · Data, Compute, Models: The Core Bottlenecks in AI & Where Value Will Distribute with Jonathan Ross, Founder @ Groq

The $5BN Company Built from the Belgian Countryside

The Story of Odoo: The Company with No Plans to Sell, IPO & Their Billionaire Founder Who Does Not Care About Money with Fabien Pinckaers, Founder & CEO @ Odoo

Why Model Providers Will Kill Many Startups Moving into the Application Layer

Why Deepseek is not a Threat to OpenAI & Why OpenAI Beats Anthropic · Apps vs Models vs Infrastructure: Where is Value in AI with Sridhar Ramaswamy, Snowflake CEO

Affirm Max Levchin on Why Grading Talent by Letter (A or B) is Total BS

How to Create a Culture of Post Mortems and Writing · Why You Should Only Study Failure Not Success & The Biggest Surprises Scaling to $18.7BN Market Cap

Why Every Sales Rep Should Do Pipeline Generation & How to Teach Them

Verticalised Sales Playbooks: When and How · How the Best Sales Reps and Leaders Structure Their Time with Carlos Delatorre, CRO @ Harness

Why All AI Companies Are Under-Valued

The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? · From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

Why Large Seed Rounds Increase the Chances of Success

When to Sell in Venture · Why Multi-Stage Firms Do Not Do The Work · Is Europe Totally F****** and Why AI Means London Can Compete with the US with Hussein Kanji

Why Scaling Laws Will Not Continue

OpenAI vs Anthropic vs X.ai: Who Wins and Why · How Far Will Model Providers Go Into the Application Layer · The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

Shervin Pishevar on The Epic Uber War and What Really Happened in the Firing of Travis Kalanick

Raising $15BN to Win China · Why The Traditional Venture Capital Model is Dead · The Future of Quantum and How We Will Cure All Diseases in 10 Years

How To Do a 10x Seed Fund in 2025

Three Frameworks to Evaluate Startups an Founders · Lessons from Losing Billions Missing Airbnb and Pinterest & Investing Lessons from Charlie Munger with Mike Maples @ Floodgate

Rippling's CRO on Why Founders Should Not Create Sales Playbooks

Why Discounting is BS and How to Create Urgency in Deals · The Biggest Lessons on Pricing and How to Win the Pricing Game with Matt Plank

UiPath's Daniel Dines on Why Agents Do Not Mean RPA is F*****

Why We Have Reached the Upper End of Scaling Laws · The Future of Work in an Agent World and What Everyone Misunderstands About Enterprise AI

How to Scale to $30M ARR Bootstrapped through Content and Brand

The Ultimate Equation to Success in Sales and Why Most Founders Suck at Sales · Why You Should Overpay People and What That Means with Guillaume Moubeche @ Lempire

From Unsexy Startup to $1.8BN Acquisition

Why VCs and Founders are Fundamentally Misaligned · Why Valuations and Fundraising are BS · Lessons from Josh Kushner and Marc Andreesen · Zac Bookman, OpenGov

Why Price Sensitivity is BS

Why "Portfolios" are Merely a Construct to Make LPs Happy · Why the Best Investment Never Happen in "Fundraising Rounds" · What Europe Needs to do to Become a Superpower Again · Klaus Hommels, Lakestar

Discord's Jason Citron on Why Everything We are Taught About Hiring & Management is BS

Do Richer Founders & Gamer Founders Make Better Founders? · Never Before Told Moments Behind Scaling to 200M Users

What I Learned Scaling Datadog from $60M to $1BN in ARR

How to do Outbound in 2024 · Why Discounting is Dangerous and Contract Sizes are Misleading with Dan Fougere

Turning $16.5M into $2.1BN; Lessons from the Greatest Venture Investment in European History: UiPath

Why VC is Not Being Commoditised · Why Price Does Not Matter · Lessons on Loss Ratio, Selling and Signalling with Cem Sertoglu

Inside Perplexity's Growth Machine: What Worked, What Did Not Work

Why Paid Acquisition is a Drug and Brand Marketing is BS · The Good, Bad and Ugly of A/B Tests and Why Micro-Optimisations are Under-Rated with Raman Malik

Bolt; The Most Insane Story in Startups

Turning a $5K Loan into an $8BN Company · Why Every VC Turned Down One of Europe's Biggest Winners · Competing with Uber & The Future of Micromobility and Self-Driving

Why SaaS is Dead

Why AI First Companies Will Win · We are in the Middle of a Cold War for AI Talent · Why Europe is F******* and We Need to Stop Whining with Daniel Khachab, Co-Founder @ Choco

The Truth About Multi-Stage Firms; Why Portfolio Services are for VCs not Founders

Why Politics is Rife & Decision-Making is Broken in Large VCs · Why Reserves are Bad for Founders & How Boutique Firms Will Win with Mark Goldberg @ Chemistry

Biggest Lessons Scaling Slack from $6M to $1BN in ARR

How to Build a Customer Success Machine and Where Most Go Wrong · The Framework to Hire All Sales Reps: Take-Home Assignments, Hiring Panels and more with AJ Tennant @ Glean

Kleiner Perkins' Mamoon Hamid on Investing Lessons from Leading Rounds in Figma, Slack and Rippling

Lessons Building a Generational Defining Firm with Kleiner Perkins · AI: Where Value Accrues, Startups vs Incumbents & Scaling Laws

Revolut's Chief Growth Officer on The Growth Playbook Revolut Used to Scale to $2.2BN in Revenue

How Revolut Launch and Grow Products · Why the Best PMs Don't Need A/B Tests & Why CAC is a BS Metric with Antoine Le Nel

Why Founder Mode is Dangerous & Could Encourage Bad Behaviour

Why Fundraising is a Waste of Time & OKRs are BS · Why Angel Investing is Bad for Founders to Do and the VC Model is on it's Last Legs with Zach Perret @ Plaid

Investing Lessons from FC Seeding Uber, Airtable and Coupang

Why Pro Rata is the Original Sin in VC · Why Liquidity Has Died in 2024 · Why LPs are Pissed with VCs · The Hard Truth About Seed Fund Economics with David Frankel @ Founder Collective

Raising $500M To Compete in the Race for AGI

Will Scaling Laws Continue: Is Access to Compute Everything · Will Nvidia Continue To Dominate · The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside

Bret Taylor: The AI Bubble and What Happens Now

How the Cost of Chips and Models Will Change in AI · Will Companies Build Their Own Software · Why Pre-Training is for Morons · Leaderships Lessons from Mark Zuckerberg

Scaling Hubspot from $3M to $1BN in ARR

How to Hire and Ramp Sales Teams · How to Scale Customer Success Successfully · How and When to Go International and Crush It with Jeetu Mahtani

Benchmark's Eric Vishria on Where is the Value in AI: Chips, Models or Apps

Why Nvidia Will Not Be The Only Game in Town · The Commoditisation of Foundation Models · Which AI Apps Have Sustaining Value vs Hype and Short Term Revenue

The 7 Core Levers to Win at Consumer Subscription: Growth Loops, CAC + LTV Benchmarks, Pricing, Packaging

The Breakdown with Phil Carter

Notion's Founder on "Founder Mode": When it Works & When it Doesn't

Why The Way Startups Fundraise & Construct Boards is Broken · Raising at a $10BN Valuation in Peak Bubble Times and How Notion Has More Money Than Ever Before with Akshay Kothari

Index's Shardul Shah on Why Market Size is a Trap

Biggest Lessons on Pricing from Leading Rounds in Wiz & Datadog · Why Benchmarks & Averages in VC are BS · How Index Makes Decisions and Why Growth & Early are the Same Investing Style

What Facebook, Monzo and Deliveroo Do and Do Not Do To Build Great Products

How to Structure Product Teams For Success · Is Simple Always Better in Product and The Art vs Science of Product Design with Mike Hudack

Scaling ServiceNow to $5BN in ARR

Leadership Lessons from Doug Leone, Frank Slootman and Bill McDermott · VC Value Add: Is it Real and Why the Worst VCs are "Seagull VCs"

Why VC is a Ponzi Scheme Today

Why Most VCs are Bankers · Why Big VCs Ruin Startups · Why Incentives in VC are Broken · Why American Dynamism is a Tool for VCs to Raise Money with Nick Chirls, Asylum Ventures

Why the IPO Market is not Closed

Why Revenue Multiples are BS and Founders Need to Change · Advice From Jack Ma, Jamie Dimon and Evan Spiegel · Lessons from Taking Snap & Alibaba Public with Imran Khan

How Snowflake Built a Sales Machine

Why You Have to Hire a CRO Pre-Product · Why Most Sales Reps Do Not Perform · Why Hiring Panels are BS in Interviews · Why Remote Sales Reps Do Not Care About Their Development with Chad Peets

Five Lessons Scaling Toast to $14BN Market Cap

The Biggest Mistakes Founders Make in Fundraising, Hiring and Selling with Aman Narang, CEO @ Toast

Chips, Models or Applications; Where is the Value in AI

Is Compute the Answer to All Model Performance Questions · Why Open AI Shelved AGI & Is There Any Value in Models with OpenAI Price Dumping with Aidan, Gomez, Co-Founder @ Cohere

Lessons from Mark Zuckerberg, Keith Rabois & Tobi Lütke

Why Remote is a Bad Idea for 90% of Companies · The Framework for How Shopify Builds Product Today · What Humans Get Wrong About Marriage and Kids with Kaz Nejatian, COO @ Shopify

Sequoia's David Cahn on AI's $600BN Question

Why the Data Centre is the Most Important Asset · Servers, Steel and Power: The Core Pillars Powering the Future of AI

12-Week Step-by-Step Framework to Crush Every Sales Quarter

Moving from SMB to Enterprise: How and When · Verticalised Sales Teams: Why They are a Gamechanger and How to Build Them with Ben Fiechtner, CRO @ Clari

Is More Compute the Answer to Model Performance

Why OpenAI Abandons Products, The Biggest Opportunities They Have Not Taken & Analysing Their Race for AGI · What Companies, AI Labs and Startups Get Wrong About AI with Ethan Mollick

Twitter's Most Controversial VC Delian Asparouhov on Inside the Walls of Founders Fund: What the World…

Why Western Europe Will Be Like the Third World · Why SaaS as an Industry Might Be Dead

How I Lost Airbnb at Seed Because of an Exploding Term Sheet

Investing Lessons from Roelof Botha & Peter Thiel · Why VC is Less Collaborative Than Ever and Great Companies Are Being Destroyed by Too Much Cash with Kevin Hartz @ A*

Why We Are in a Bubble & Now is Frothier Than 2021

Why $1M ARR is a BS Milestone for Series A · Why Seed Pricing is Rational & Large Seed Rounds Have Less Risk · Why Many AI Apps Have BS Revenue & Are Not Sustainable with Saam Motamedi @ Greylock

The Sequoia Investment Process

Investing Lessons from Doug Leone, Roelof Botha & Alfred Lin · Sequoia's Framework for Analysing Founders · The True Benefit of Having Sequoia on a Cap Table & Sequoia's Biggest Threat with Pat Grady

LLMs Are Reaching a Stage of Diminishing Returns: What is the Next S Curve

The Bull & Bear Case for China's Ability to Challenge the US' AI Capabilities · How AI Changes the Future of War & How Agents Will Reshape Society with Matt Clifford @ EF

Why Foundation Model Performance is Not Diminishing But Models Are Commoditising

Why Nvidia Will Enter the Model Space and Models Will Enter the Chip Space & The Right Business Model for AI Software with David Luan, Co-Founder @ Adept

Foundation Models are the Fastest Depreciating Asset in History

Lina Kahn is a Threat to American Capitalism, PE is Not Coming to Save the M&A Market & How China Could Overtake the US in the AI Race with Michael Eisenberg

Index's Danny Rimer on Investing Lessons from Hits like Figma, Discord and Etsy to Missing Snapchat, Airbnb

Why Valuation is a Trap and Market Sizing, Signalling and Sector/Geo-Specific Funds are all Noise

Scale's Alex Wang on Why Data Not Compute is the Bottleneck to Foundation Model Performance

Why AI is the Greatest Military Asset Ever, Is China Really Two Years Behind the US in AI and Why the CCPs Industrial Approach is Better than Anyone Else's

Reid Hoffman on Foundation Models: Who Wins & How Do Incumbents Respond

The Inflection AI Deal: How it Went Down · Why Trump is a Threat to Democracy · The Future of TikTok · Lessons from Sam Altman, Brian Chesky and the OpenAI Board

How Rippling Built Their Sales Machine: How to Hire

Train and Manage the Best SDRs, What is the Right Comp Package for Sales Teams & The Playbook to Start and Scale Your SDR Team

Perplexity's Aravind Srinivas on Will Foundation Models Commoditise

Diminishing Returns in Model Performance, OpenAI vs Anthropic: Who Wins & Why the Next Breakthrough in Model Performance will be in Reasoning

The Six Channels Startups Need to Dominate to Grow

Why the Best Growth Talent Never Comes from Marketing or Product, Who and How to Hire Growth Leaders and Teams and Why in a World of AI, Growth is More Science than Art with Matt Lerner

Why Seed is Systemically Broken

Why Pricing is Worse Than Ever and There is More Funding Than Ever · Benchmarks for Churn, Retention and Growth Rates - Good vs Great · Why Last Vintage for Private Equity Will Suck with Jason Lemkin

Box's Aaron Levie on Predictions for the Next Wave of AI: Will Foundation Models Be Commoditised

How the Business Model of SaaS Changes Forever · Startups vs Incumbents: Who Wins · App vs Infrastructure Layer: Where is the Value?

Fundraising Wisdom that is Total BS; Dilution, Meeting Associates, Taking the Highest Price, Always Be Raising

Why Second Time Founders Are More Investable & Why Not To Hire People Out of College with Dan Siroker, CEO @ Limitless

Behind the Scenes at Y Combinator: The Interview Process

What the Best & Worst Do in the Program · Do the Best All Raise Pre-Demo Day & YC's Fundraising Advice to Startups · Why the Value is in Application Layer AI with Tom Blomfield

How to Build Vertical Sales Teams

Why No Customer Success is BS and Everyone Needs it, How to Hire, Train and Retain the First Reps and Lessons Scaling to $2.1BN Revenue and 1,300 People with Larry Schurtz, CRO @ Genesys

GV's Tom Hulme on Why Investing in Foundation Models is like Investing in "Power Stations"

The Conventional Wisdom in VC that is BS & Lessons from a 24x Angel Track Record, 255x on Robinhood and Making Billions on Uber

Benchmark's Sarah Tavel on Are Foundation Models Commoditising

Why Frontier Models Will Be Closed Source · Why the Value is in the Application Layer · The Future of AI is "Selling the Work" Not the Tools

Mark Suster on The Biggest Fundraising Lessons for VCs

Why the Correction in Venture is Still to Come, Why Private Equity Will Replace IPOs and M&A as the Exit Path & The Woke Left and a Trump Administration; What Happens?

Mistral's Arthur Mensch: Are Foundation Models Commoditising

How Do We Solve the Problem of Compute · Is There Value in the Application Layer · Open vs Closed: Who Wins and Mistral's Position

Sequoia's Product-Market Fit Framework

Why the Best Product People Actually Build Less Product · Metrics 101, Good vs Great Product Strategy and more with Vickie Peng, Product Partner @ Sequoia Capital

OpenAI's Sam Altman and Brad Lightcap on The Future of Foundation Models: Will They Be Commoditised

How to Solve the Problem of Compute · Open vs Closed: Which Dominates and Why · Which Companies and Verticals Will Be Steamrolled by OpenAI

The Biggest Sales Lessons Scaling Brex to $400M ARR

Why Startups are Doing Outbound Wrong and How to Fix It & Why Demand Gen is the Bottleneck for all Startups and How to Solve it with Sam Blond, Former CRO @ Brex

Are the Best CEOs the Best Fundraisers

Are the Best Founders Insiders or Outsiders to a Problem, Why Ownership Should Not Be a Focus in VC & The Biggest Lessons Scaling MongoDB to $26BN Market Cap with Kevin Ryan, Founder @ AlleyCorp

Postmates Founder Basti Lehmann on How the Uber Deal Went Down and How a $2.65BN Deal Turned into $5BN

Why Great VCs Add No Value and VC Value Add is BS Marketing & Why The Biggest Companies in History Will be Born Today and Replace Incumbents

Founders Fund's Trae Stephens on Why The Most Competitive Deals are the Worst

Why No Company is Successful Because of their VC, Why We are Making ZIRP Mistakes Again Today, Why Loss Ratio is BS and Upside Maximisation is Everything

a16z's Chris Dixon on Who Will Win the Next Generation of Venture

The Two Ways to Make Great Venture Investments and Find the Best Entrepreneurs & Why AI Will Strengthen the Position of the Incumbents Moving Forward

Why Process is Killing Your Product Team and How to Remove it

Three Product Decisions Every Team Needs to Make · Why the Best Companies Build Movements and Lessons from Shopify and Atlassian on How to Do It Right with Jean-Michel Lemieux

19 Company Portfolio: 1 Decacorn

7 Unicorns, 4 Acquisitions; One of the Best Seed Investors of All Time on How to Pick Generational Defining Founders, Why Nothing but the Founder Matters & Why the Best Investors are Never Happy w/ Gili Raanan

Top Five Lessons from Leading Analytics at Facebook and Data Science at Sequoia Capital

The Two Skills Required to do Analytics Well, The Three Types of Execs within Companies and When and How to Hire for Growth with Chandra Narayanan

Outbound Sales is Dead Today

Why Demand Generation Will Move Back Under Marketing, "Wisdom" that Everyone Needs to Unlearn About Sales & Why You Should Never Hire Someone You Do Not Know in Your First Five Hires with Brendon Cassidy

Why VC Returns Will Get Worse, Why LP Incentive Structures are so Broken

Roger Ehrenberg, Eberg Capital

How to Master Product-Led-Growth

The Biggest Mistakes Startups Make When Scaling into Enterprise, How to Assess "Bets" in Growth; Which to Take and Which to Not with Gonto, Interim CMO @ Vercel

The Ultimate Guide to Scaling Marketplaces

Why Rule of 40 and EBITDA Optimisation is BS, How Founders & VCs Should Approach Market Sizing and Outcome Scenario Planning and Why Europe is Failing with Vinted CEO, Thomas Plantenga & Alex Taussig

The Biggest Misconceptions & Hardest Truths About Seed Investing Today; Why The Best Founders Don't Need You

Why Uncapped SAFEs Are Good, Why Reserves Are Bad, Why Signalling is BS, Why Price Doesn't Matter with David Tisch & Terrence Rohan

The Metrics That Matter in SaaS Today; Why CaC Payback is Flawed & CAC Ratio is Better

Why You Need to Hire Three Sales Reps at a Time, How to Forecast in 2024 & Biggest Mistakes Made Forecasting & How to Make Customer Success Sell More with Dave K

How to Scale Into Enterprise Effectively and the Biggest Mistakes Made When Making the Move From PLG…

Why Discovery Today is F***** & The Biggest Lessons on How to Do Sales Team Compensation with Sean Murray, CRO @ Greenhouse

Why Small Markets are Better Than Big Markets

The Biggest Delusion of Early Stage VC, Why AI Investing is like a Horserace and Why The Most Ambitious Companies Growing the Fastest are not the Best Investments with Adam Fisher, Partner @ Bessemer

How Duolingo Scaled to 8M TikTok Followers

How to Create Viral Content, Why Most Companies Suck at Content Marketing and How to Change & Why You Should Not Work with Content Agencies with Zaria Parvez, Global Social Media Manager @ Duolingo

Palantir CTO on The Broken Incentive Structure of How Governments Buy Defence

The Danger of Defence Spending at Historic Lows, How Elections and Wars Change Government Defence Buying & Why Budgets are Anti-Creative with Shyam Sankar

Hubspot Co-Founder Brian Halligan on Leadership Lessons Scaling Hubspot to a $28BN Market Cap

The Best Series A Investment in Venture History & What Makes Sequoia so Successful?

Did Figma Kill M&A Markets in 2024

The Three Biggest Mistakes Made in Growth Investing, The Three Requirements Companies Need to Go Public in 2024 with Ed Sim and Jamin Ball

Predictions for 2024: What Happens to Early Stage VC Funding

Do a Load of Venture Funds Die, What do LPs Do in 2024, Does Figma Kill the M&A Market, Will IPOs Comeback & What Does a Trump Administration do for Startups with Jason Lemkin @ SaaStr

Roundtable: Spotify, Adobe & Linkedin CPOs on How AI Changes The Future of Product

Why AI is Now the Product, How TikTok Changed Product, Why Cost is the Biggest Barrier to LLM Usage & Why Incumbents Can Adopt AI Faster Than Any Prior Innovation Cyc

Cotopaxi: From Selling $6M of Pool Tables to Scaling $150M in Revenues and Challenging Patagonia

Fundraising Lessons from 100+ Rejections & What Founders Do Not Understand About VC with Davis Smith, Founder @ Cotopaxi

How to Close Sales When Selling to CFOs

How to Guarantee You Win Every Renewal, Core Questions All CFOs Ask Today When Buying, Why Revenue Operations is the Most Important Role in a Company with Steve Goldberg, CRO @ Salesloft

Why Founders Should Take as Many VC Meetings as Possible

Should Founders Meet Associates, How to Get Intros to the Best VCs, How To Extract the Most Value From Your Investors, Why Post IPO Operators Are the Best Angels with Sam Corcos @ Levels

$18BN Market Cap and $1BN in ARR in 8 Years; Samsara

How to Find Product Market Fit Reliably · How to Create a Multi-Product Company · The Pros and Cons of Serial Entrepreneurship with Sanjit Biswas, Founder & CEO @ Samsara

Ramp's Product Playbook: How To Hire Product Teams

How to Run Sprints, How to Increase Product Velocity, When and How to Go Multi-Product with Geoff Charles, VP Product @ Ramp

From Construction Worker to Billionaire CEO; The 21-Year Epic Journey of Procore to an $8.6BN Company

Advice from Tobi at Shopify on Being a Great CEO & Why The Idea of "Becoming an Entrepreneur" is BS with Tooey Courtemanche

HelloFresh CEO on Why When You Raise VC You Only Have Two Options

Why Your IPO Price is Irrelevant, Why Timing is So Important in Going Public & Why D2C is Not Dead with Dominik Richter

The Golden Rule to $100M in ARR

Why CAC to LTV is BS Early On, Why Your First Growth Hire Should Be a Former Founder & How Ramp Does 200 Growth Experiments Per Quarter with Guillaume Cabane

Keith Rabois and Mike Shebat on Creating an Olympian Mindset to Work Ethic

Why First-Time Founders are Better Than Serial Entrepreneurs, Why Remote Work Does Not Work, Why the Best Founders Always Start in their Teens & Why Companies are Cults?

Why OpenAI Will Become an Infrastructure Play

Why Apple Will Win in an AI World, Why Google is the Most Vulnerable Incumbent, Will LLMs Be Commoditised, Which Startups Are Thin vs Thick Wrappers on Top of LLMs with Jeff Seibert, Founder @ Digits

The Ultimate Hiring Playbook: Five Questions to Ask Every New Hire

What Makes Truly Great Leaders and How They Give Feedback · Do VCs Really Add Value; Lessons from Hard Fundraises with Matteo Franceschetti, Co-Founder @ Eight Sleep

How to Survive and Thrive in a World of OpenAI

Are LLMs Being Commoditised, Where Does the Value Lie; Infrastructure or Application Layer, How Apple Could Win in a World of AI, How Amazon Could Threaten OpenAI and Why Google Struggle with Des Trayn

Flexport's Ryan Petersen: Reflections on Leadership from 13 Years Leading Flexport

Why Velocity not Speed is Most Important in Company Building, How Money Creates Inefficiencies in Scaling, The Future of Trade with China & Why Remote Work is so Cha

Five Lessons Scaling Snowflake to $1BN ARR

Why Customer Success is BS and Should Be Removed, Why All Sales Reps Should Do Eight Calls Per Week & Why You Should Hire a Head of Sales Sooner Than You Think with Chris Degnan, CRO @ Snowflake

Roundtable: Why Early Stage Founders Should Not be Investing

Why Great Founders Have Low EQ, How the Structure of VC Firms Will Change, Will Founder-Led Funds Compete with Sequoia & Is Investing a Team Sport?

Why You Should Not Go Into Product Management

Why the CEO is Always the CPO, How to Build the Best Product Teams & Why You Should Hire People Who Aren't In Product Already with Databricks SVP Product, David Meyer

The Three Types of Seed Round Today

Why Seed Has Never Been More Competitive, Why Pricing Has Never Been Higher, Why Boards at Pre-Seed Can Be Helpful & How Too Much Cash Too Soon Can Harm Companies with Ed Sim, Founder @ Boldstart

Are LPs Open For Business? What Does it Take to Raise a Fund Today? How Has What LPs Want to See in Fund…

The Two Biggest Mistakes Every Founder Makes

Why Founders Are Not Ambitious Enough Today, Why Having a Narrow Target Customer is Dangerous & The Three Possible Outcomes in Company Building with Matthew Prince, Co-Founder @ Cloudflare

Roundtable: Are IPOs Back? Is Growth Dead? What Does it Take to Raise a Growth Round Today? How Do VCs Solve…

Atlassian Co-Founder Scott Farquhar on The Biggest Lessons Scaling Atlassian to $50BN Market Cap

The Funding Round That Net Accel $6BN, The Regrets of Omission and Commission & The Honeymoon Cut Short

Why Great Companies are Defined by How Many Things They Say No To

Why Being First Does Not Matter & Why Market Over Traction or Team is the Most Important Thing with Guillermo Rauch, Founder & CEO @ Vercel

Why the Founder Should Not Be the One to Create the Sales Playbook

Why You Should Hire a Sales Leader Before Sales Reps & Why You Should Not Hire Sales Leaders From Big Companies with Matt Rosenberg, CRO @ Grammarly

The Services Model of Venture Capital is Broken

The Best Founders Do Need Help, The Most Important Signals to Assess When Meeting Founders & Why Kids Bring Less Happiness and More Joy with Phin Barnes @ TheGP

Why Product Memes Are More Important Than a Product Roadmap

Why Writing is the Essential Skill for Product People, How AI Changes The Role of Product, Big Mistakes Founders Make When Hiring Product Teams with Kevin Niparko, VP Product @ Twilio

"How Being a Founder Almost Killed Me"; We Have Lied to a Generation of Founders

The Hardest Truths About Being a Founder Revealed · Why AI Co-Pilot is BS, Seat Pricing is Over & User Interfaces are Stupid with Christian Lanng

Are Foundation Models Becoming Commoditised? Do OpenAI and Anthropic of the World Have a Sustaining Moat?…

SVP Product @ Snowflake

Roundtable: Is the VC Model Broken? The Biggest Disconnect Ever Between TVPI & DPI

Why Market Size is Dangerous, Why "Go Fast" is Terrible Advice, The Dangers of Raising Large Rounds at High Prices & Why Next Year Will See the Biggest Hiring Spree i

Benchmark General Partner

Miles Grimshaw on The Five Pillars of Venture Capital, Why Data Can Be a Trap When Early-Stage Investing, Investing Lessons from Missing Figma and Plaid & The New Business Model for AI & Why Co-Pilot is an Incumbent Strate

Lessons Building Nubank to the Largest Neobank in the World

How AI Changes The Future of Finance, Leadership Lessons from Sequoia's Doug Leone & What European and US Fintech Can Learn From LATAM with David Velez, Founder @ Nubank

Why Everyone is Responsible for Demand Generation

How to do Great Sales Discovery, How to Reduce Sales Cycles and Create Urgency and Deal Reviews; Good and Bad Reasons to Lose a Deal with Doug Adamic, CRO @ Brex

Why Small Funds Outperform Large Funds & AUM is a Vanity Metric

Why 99% of Investments in AI Startups Will Go To Zero · Being a "Traction First" VC & Investing Lessons from Investing in Canva and Missing Figma with Nikhil Basu-Trivedi

Spending $2M to Train a Single AI Model: What Matters More; Model Size or Data Size

Hallucinations: Feature or Bug · Will Everyone Have an AI Friend in the Future & Raising $150M from a16z with Noam Shazeer, Co-Founder & CEO @ Character.ai

Why AI Models are not a Moat

Where Does the Value in AI Accrue; Startups or Incumbents, What the World Has Got Wrong About AI, Why AI Needs a New Story and Who is the Right People to Tell it with Cris Valenzuela, Co-Founder & CEO @ Runway

Enterprises are not Adopting AI Yet

When Will AI Break Into Enterprise, What are the Blockers, What Do Enterprises Need from AI & Why Services Companies Will Win in the Next 10 Years of AI Implementation with Howie Liu, Founder & CEO @ Airtabl

NEW FORMAT: Mega Funds Will Come Back

Why Markups Have Corrupted VC, Why RIFs Should Always Be An Embarrassment To SaaS Founders and Why Pitching is BS and Fake with Jason Lemkin and Rick Zullo

The Biggest Lies of Silicon Valley

Why Entrepreneurship is Not For Everyone, Why VCs are Out of Touch, Why Many Would Be Great Entrepreneurs Will Burn Out, Why You Should Let Your Children Suffer and Why You Will Choose The Wrong Partner with Nick

Does Value Accrue to Incumbents or Startups in the AI Race

Why Model Size Matters More Than Data Size, Why Artificial General Intelligence is Far Away, Why Carpenters Will Be Paid More Than Software Engineers & Future of Jobs with Richard Socher

Why Product-Market Fit is Not Enough

Revenue Does Not Create Usage, Metrics Must Be Before Strategy, Why it is Always Better to Concentrate than Diversify Marketing Channels and Secrets from Hubspot's Growth Engine with Brian Balfour @ Reforge

Roundtable: NEW FORMAT: Why the Seed Investing Model is Broken

How to Make Money at Seed Moving Forward; Who Wins and Who Loses, Why Venture Value Add Platforms are BS and Failed and Why There Will be an IPO per Week in H2 2024

The Memo: The State of the VC Market: Why Seed Funds Can't Invest in "Hot Startups" Anymore

Why Series A & B is Terrible, Why the IPO Market Will Explode in 2024 & Why VC DD is BS & Every VC Has More Fraud in their Portfolio with Jason Lemkin

Why "Hire Great People and Get Out of the Way" is Total BS

Why Your Upbringing Can Make You a Worse Leader & A Bentley, Two Nissan Cubes and Becoming One of Macedonia's Largest Employers; The Story of Slice with Ilir Sela

Why The Founder Has To Be The One To Create The Sales Playbook

When To Hire Your First Rep, Why Junior is Better Than Senior, How to Manage Sales Rep Compensation, How To Onboard New Sales Reps and more with Lori Jimenez, CRO @ WorkRamp

Marcelo Claure & Shu Nyatta on Lessons from Investing $7.5BN at Softbank & Why Dumb Money has Gone

Why "LATAM is Under Construction" and the Next 10 Years Will Be the Best & Investing Lessons from Missing Nubank & OpenAI & Investing in FTX

Four Criteria to Assess Great Founders

Why and How the Best Leaders Make the Wrong Decisions 40% of the Time, Lessons Scaling King from 100 Employees to 2,400 and Making $1BN of EBITDA with Stephane Kurgan, Venture Partner @ Index Ventures

Biggest Growth Lessons from Instacart and Opendoor

Why 70% of Growth Experiments Should Fail and How to Fail Fast, How to Hire a Growth Team; Secrets and Tips & Why Operator Investors WIll be the Best Investors in 10 Years with Sri Batchu @ Ram

Instagram CEO, Adam Mosseri on Threads: The Journey from 0-100M Users; What Worked

Instagram: Biggest Mistakes, Successes, Misconceptions, TikTok Competition & The Future of Social Media; Interest Graph or Friend G

Why Hiring in Tech is Broken and Founders Need to be as Good at Firing as they are Hiring

Why Product Differentiation is Unsustainable & Why the Current Generation of Tech Employees are Entitled and What Needs to Change with Jean-Denis Greze @ Plai

Top Three Lessons from Working with Jeff Bezos for 23 Years at Amazon

How the Best Leader Hire, Fire, Prioritise and Make Decisions & How to Be Responsible for 1M Employees and Be a Rockstar Husband and Father with Dave Clark @ Flexport

Why Fund Sizes Should Be Smaller

Should Founders Also Have Their Own Funds, Is Emerging Markets Investing Gone, Is Fintech Investing Dead & Who Will Be The Winners and Losers in VC in the Next 10 Years with Sheel Mohnot, Co-Founder @ BTV

Slack, Atlassian, Dropbox: Five of the Biggest Lessons on Starting

Scaling and Managing Sales Teams from 25 Years Leading the Best with Kevin Egan, Global Head of Enterprise Sales at Atlassian

Why Data Size Matters More Than Model Size

Why The Google Employee Was Wrong; OpenAI and Google Have the Advantage & Why Open Source is Not Going to Win with Douwe Kiela, Co-Founder @ Contextual AI

Eight Pieces of Startup Advice that are BS: Why You Do Not Have to Love Your Space

It Is Ok To Do It For The Money, Focus Is Not Everything, Speed Is Not The Most Important Thing with Akin Babayigit, Co-Founder @ Tripledot Studios

How to Raise a Venture Fund from Deck to First Meetings to Final Close

Why Venture is a Young Person's Game and Why Multi-Stage Funds Have Not Ruined Seed with Rob Go, Co-Founder @ Nextview

Why No Models Today Will Be Used in a Year

Why Open Will Always Beat Closed in AI, Why Proprietary Data is Less Important Than Ever And Why EU AI Regulation is a Disaster with Alex Lebrun, Founder & CEO @ Nabla

Slack CPO Noah Weiss on How to Master Product-Led-Growth

The Biggest Mistakes Founders Make When Scaling Into Enterprise & What Needs to Change with your Product, Team and Processes when Scaling From PLG to Enterprise

PLG and Early Adopter Sales are Gone

How to do Sales Forecasting in 2023, Why You Cannot Do PLG and Enterprise from Day 1 at the Same Time and Which is Easier to Start, How to Onboard, Manage and Scale Reps with Rich Liu, CRO @ Everlaw

The Largest Venture Backed D2C Consumer Exit; PillPack: $0-$300M Revenues in 5 Years & The Biggest Lessons…

Co-Founder @ PillPack

Why Financial Models at Seed, $5M Seed Rounds & The Fear of Signalling Risk is all BS

Why Multi-Stage Firms Have Destroyed Seed & Who Wins and Who Loses in the Next 10 Years of Venture with Adam Besvinick, Founding Partner @ Looking Glass Capital

Why Being First To Market Does Not Matter

Why You Do Not Have Defensibility on Day 1, How to Analyse Market Size and Present it to Investors, Vitamins vs Painkillers; Do Vitamins Survive Recessions and Good vs Great Messaging with Guy Podjarny @ Sn

Why Your Fund Model Should Not Rely on $10BN+ Outcomes

Why the Large Funds Got Too Large, The Rise of Solo GP's; The Pros and Cons & Is Consumer Subscription Even a Good Sector to Invest in with Nico Wittenborn @ Adjacent

Why the AI Bubble Will Be Bigger Than The Dot Com Bubble

Why AI Will Have a Bigger Impact Than COVID, Why No Models Used Today Will Be Used in a Year, Why All Models are Biased and How AI Kills Traditional Media with Emad Mostaque, Founder & CEO @

Why The Future of AI Is Open Not Closed

Why We Are Years Away From AI Being Autonomous, Why AI Founders Do Not Need to Move to the Valley & Why Founders Should Not Meet Investors in Between Rounds with Clem Delangue @ Hugging Face

Why VC Subsidizes the Wrong Type of Business

Why Capital Gains Tax is Crazy, The Biggest Misalignments Between VCs, Founders and LPs, Why Business Model - Product Fit is as Important as Product-Market-Fit with Chris Paik @ Pace Capital

The OpenAI Memo: Why Invest? Is it too Late to Catch OpenAI? Are OpenAI's Models Truly Defensible?…

In AI Who Wins? Startups or Incumbents? What Happens to Wealth Inequality? Why Will $10BN+ Companies Only…

Why Defensibility in Startups is BS & Speed is Everything? Why Large Groups Worsen Decision-Making with Sarah Guo

Who Wins in AI; Startup vs Incumbent, Infrastructure vs Application Layer, Bundled vs Unbundled Providers

From 150 LP Meetings to Closing $230M for Fund I; The Fundraising Process, What Worked, What Didn't and Lessons Learned with Tomasz Tunguz

Why You Should Never Hire a VP Sales First, How To Create Urgency in a Sales Process

Mark Goldberger, Head of Enterprise Sales @ Ramp

The Memo: Scaling to $600M Revenues with No Venture Funding

The Most In Detail Breakdown of Consumer Subscription Unit Economics & Why D2C and Consumer Subscription is Not a VC Backable Model with Mike Salguero, Founder @ ButcherBox

Shopify Founder Tobi Lütke on Why Micromanagement is Good

Why You Will Learn More From Studying World of Warcraft Guilds Than You Will Companies · Why Happiness is BS; Lessons on Marriage, Fatherhood & Decision-Making Quality

The Secret to Negotiating; Making $50BN for Yahoo on Alibaba

Why Everything You Know About Hiring is Wrong; Domain Knowledge and Past Experience are Dangerous · The Next 10 Years for Fintech; Winners, Losers and Crypto with Jackie Reses, CEO @ Lea

Nubank's CPO on Why Product is 90% Science and 10% Art

Why Execution is Overrated and Strategic Clarity is Under-Appreciated, Why You Should Never Fall in Love With Your Own Ideas & Nubank's Biggest Product Challenges Scaling to 80M Users

The 3 Profiles of a Sales Rep

How to Negotiate in a Sales Process, How to Sell to a CFO & How You Should Shift Sales Messaging in a Downturn with Frank Fillmann, CRO @ Salesforce Australia

Why Growth Investors Ruined the Venture Market

Why Marketing in Venture Has No Substance, Why Follow-On Investing Can Damage Returns and The Mistakes VCs Made in the Last 18 Months with Ophelia Brown, Founder @ Blossom Capital

The Inside Story to Uber's Hypergrowth Scaling; What Worked, What Did Not?

Spending a $1BN Budget at Uber and Why China was the Wild West for Uber · Why You Do Not Need a Growth Team with Adam Grenier

Why AI Will Lead to Thousands of Billionaires and Elon Musk's

Will TikTok Be Banned and How Facebook Should Be Investing in AI & Why Startups Have Become Too Soft; We Need a Spiritual Reform with Amjad Masad, Founder & CEO @ Replit

Shopify's VP Product on Why the Founder is Always the Head of Product

What Makes Truly Special Product Managers, Why The Majority of Product Managers Need to Change, Why Top-Down Decision-Making in Product is Good & How Shopify Will Be Bigger

How Multi-Stage Funds Changed The Game For Seed Rounds

Why Signalling Risk is BS, The Three Most Important Variables for Founders When Raising Rounds & A Debate on Portfolio Construction: Does Ownership Matter with David Tisch

Instagram Founders Kevin Systrom and Mike Krieger on Why Social Networks Should Be Less Social & The Next…

Why San Francisco Will Return with a Vengeance and The Future For Remote Work · Let's Get Personal: Relationships to Money, Be

Top Five Growth Lessons Scaling Stitchfix to IPO

How to Master the Art of Paid Marketing, Why CAC/LTV is a BS Metric & How To Use Payback Period as an Alternative to CAC/LTV with Mike Duboe, Partner @ Greylock

When to Hire a CPO, The Three Different Types of CPO

How To Know What You Need, How To Structure the Hiring Process, What Are the Must-Ask Questions, What Tests and Case Studies Should Be Used, How Should Their Compensation Package Be Structur

From $57M in ARR to $297M in Just 12 Months; Why Speed of Execution is the Most Important Factor to Success

Hiring 2,000 People in 3 Years Remotely & Secondaries; Why, When and How Much To Take Out with Alex Bouaziz, Co-Founder & CEO @ Deel

Homebrew's Hunter Walk and Satya Patel on Why $100M is Not Enough To Execute a Seed Strategy Today

Why They Decided not to Raise New External Funds · Where Are We in the Cycle & What is Truly F***** · Why Founders Should Take Secondaries Earlier

Canva Co-Founder, Cliff Obrecht on The Journey From 100 VC Rejections to a $40BN Company

Why Good Enough is Not Good Enough, The Secret to Hiring Non-Obvious Talent and Relationships to Money and Why They Are Giving Away Billions

Why You Should Not Do PLG and Enterprise Sales at the Same Time

How To Move Into Enterprise Sales Gradually · How To Make a Comp Plan For Sales Teams · Why Discounting is Good and Can Be Used with Stevie Case, CRO @ Vanta

Turning Canned Water into a $700M Media and Health Company

What Makes Truly Great Brands, How Founders Can Build Their Brand From Day 1 Today & How to Create Viral Content with Little to No Budget with Mike Cessario, Founder and CEO @ Liquid Death

When To Make Your First Growth Hire? How To Structure the Hiring Process for Growth? Five Core Things…

Growth Advisor

a16z's Jeff Jordan on The Ultimate Guide to Investing in Marketplaces

Two Core Features to Look for in All Marketplace Investments, Why Fragmented Supply is so Important & Lessons from Airbnb, Pinterest and Instacart on What Makes the Best Cohorts

WTF is Going On in VC? Are VCs Still Investing? How Has What VCs Want in Investments Changed? Are LPs…

Why Financial Planning and Goals Do Not Work

The Decision to Ban Politics in the Workplace and Losing 1/3 of the Team Overnight & The One Question That Will Drive All Decision-Making for Leaders with Jason Fried, CEO @ 37Signals

Webflow's Maggie Hott on When to Start and How to Scale the Best Outbound Sales Team

Why Founders Should Not Hire a Head of Sales First, The Must Ask Questions When Hiring Sales Reps and How To Structure the Process

Marty Cagan on The Four Questions of Great Product Management

Product Lessons from Marc Andreessen, Ben Horowitz and eBay's Pierre Omidyar & The Difference Between Truly Great Product Teams and the Rest

a16z's Martin Casado on How the Venture Model is Broken

Why VCs Should Be Running Wall St, Who Wins and Who Loses in the Next Generation of Venture & Investing Lessons from Marc Andreesen, Ben Horowitz and Chris Dixon

Plaid and Column Co-Founder

William Hockey on Why the Brands that Win in Fintech Will Not Be Financial Services Brands, What US Banking Can Learn from China & Why Companies Can Be Built Slower than People Think?

Jason Lemkin on Why Founders Do Not Care About Their VCs Anymore

Why Zoom Made Us All Worse Investors, Why 80-90% IRR Should Have Been Warning Signs and the Algolia Journey From Seed to $2.25BN Valuation

Wolt CEO, Miki Kuusi on Leadership Lessons Scaling to a Reported $8.1BN Exit to Doordash

Building Teams not Families, The Difference Between Trust and Safety Within Companies, How To Use Compensation to Create Culture & Why You Should Not Be Lookin

Semil Shah on The Biggest Mistakes VCs and LPs Made Over the Last 24 Months

Why LP Churn is Coming, Core Lessons on Scaling from $1M Haystack Fund I to Today and How To Find, Win and Manage LPs as an Emerging Manager

Why Market Size is Everything

Three Signs of a Bull Market and How To Remain Disciplined · Why Investing is a Young Person's Game · The Secret to Negotiation · Missing a $200M Opportunity in Nubank and more with Martín Escobari, Co-President @ Ge

Hugo Barra on Lessons Building Hardware Products at Android

Xiaomi, Oculus, and Detect; Feature Kings vs. Budget Kings; 996 Work Culture in China; There Are No MVPs in Hardware; The 3.5-Hour Recruiting Interview

Uber's Journey to Becoming the Most Valuable Private Tech Company in History

Raising $3BN From Saudi in Just 60 Days, Uber's $30BN Mistake in Food Delivery, Why Recent Uber M&A Will be the Worst in Tech & Mastering Negotiations and Deal-Making with

Why 75% of Active Investors Will Disappear in the Next Few Years

The Death of "So So" Venture Firms is Coming, The Rise of Blackstone of Venture Firms and What That Does To Venture Returns, How the World of LPs is Broken and more with Kyle Harrison

How To Structure The Interview Process for All Sales Reps

The Must-Ask Questions When Identifying Potential Sales Talent & The 3 Biggest Mistakes Founders Make When Hiring Their First Reps with Lauren Schwartz, VP of Enterprise Sales @ Fivetran

Spotify's Gustav Söderström on Why Product is 100% Science and 0% Art

Why You Should Look at the Competition and then Do Something Completely Different & Why Talk is Cheap and Product Teams Should Do More of it; Structuring the Best Debate

Altimeter's Brad Gerstner on Why Supercycles and the Powerlaw is the Most Important Thing In Investing

Why Portfolio Diversification is the Opposite of Risk Mitigation and The #1 Question Brad Asks All New Recruits

The Rippling Memo: Bedrock's Geoff Lewis on The Conviction Building Process to Write a $200M Check…

Why No Competitor Can Out Execute Rippling · Uncapped SAFE's Why You Should Never Do Them and Why Geoff Broke The Ru

Rippling's Parker Conrad on The Four Main Benefits From Building a Compound Startup

Why There Should Never Be a Trade-Off Between Speed and Quality · How Zenefits Gave Parker a Chip on the Shoulder and Why That is so Important?

Hubspot CMO Kipp Bodnar on Why the Best Marketers Think Like VCs

Why the Best Companies Do Not Start with Product Marketing · New Channels; When To Do, How Much To Spend, How To Test, When To Stop

Why Greed is the #1 Enemy of Venture Returns

Why Not Enough VCs Play to Win and Lessons from Scaling to $100M and 1,200 Employees and Then Cratering with Julio Vasconcellos, Founder @ Atlantico

The No 1 Metric You Need To Look at When Building Product

Why the Best in Product Have No Domain Experience · Why You Should Not Hire From Incumbents & The Difference Between Good vs Great PMs with David Lieb, Visiting Group Partner @ Y Comb

Why 95% of Venture Capital is Not Really "Venture Capital"

The Five Core Levers Needed To Assess Risk and Price a Startup · The Future of Venture; Who Wins, Who Loses, What Happens to the Crossover Funds with Will Quist, Partner @ Slow Ventures

Is Now Really the Best Time to Be Investing? WTF is Happening at Growth Stage Investing? Why VCs Have Gotten…

Managing Director @ Re

Why Market Always Wins Over the Founder & Why I Do Not Do Market Sizing

Why it is not the Best Time to be Investing but it is the Best Time to Have a Fund & The Type of Deals to do Today · Why The Best Founders Have 100 Year Plans with Wes Chan, C

Three Reasons Why Sales People Fail

The Two Things That Matter When Hiring Sales Leaders · Why Revenue, Discounting and Price Do Not Matter in the Early Days with Jordan Van Horn, Revenue Leader @ Monte Carlo

Why You Need a Growth Hire Pre Product-Market-Fit? Why Every Company Will Be a Media Company and How To Do It

Communities; What Really Are They? How To Build Them? What Makes The Best? Why Do Many Not Work? · Kieran Flanagan, SVP Marketing @

Investing Lessons from Fred Wilson and Why Small Funds Outperform Large Funds

Why the Secret to Winning in Venture is Splitting Deals · Learnings From the Biggest Hits and Biggest Losses · Why Anyone That Always Does Their Pro-Rata is Wrong with Mo

Shreyas Doshi on The Three Different Types of Product Leaders and How To Hire Them

The 6 Different Product Metrics You Need To Know and What Good is For Each of Them & Table Stakes Features vs Wow Features; What To Prioritise

Why Being First Does Not Matter

Why Defensibility on Day 1 Does Not Exist, Three Core Elements To Move into Enterprise Effectively and What Makes Truly Great Product Marketing Today with Des Traynor, Co-Founder @ Intercom

Hubspot Co-Founder Dharmesh Shah on The 3 Risks All Startups Face

Angel Investing Rules; No Founder Meetings and No Due Diligence, SMB vs Enterprise; Lessons on Pricing, Distribution and Why You Should Resist Going Enterprise

iPhone Creator, Tony Fadell on Marketing Lessons Learned from Steve Jobs

What is Truly Great Product Marketing, How The Best Product Teams Do Post-Mortems and Product Reviews & Is Product Art or Science, Data or Gut?

Why the Traditional Seed Fund Model No Longer Works

Why Multi-Stage Funds Investing at Seed Bring Signaling Risk but also Less Pressure, The One Criteria All Potential Sales Hires Need to Have and The Clear Signs of 10x Sales Hires with Jason Lemki

Why Crypto is Software Eating Money

Why Crypto Firms Will Outcompete Traditional Venture Firms, How To Price Tokens and When To Have Them, DAOs: How Are They Structured and What Makes One Successful with Avichal Garg, Co-Founder @ Electric Capital

The Stripe Sales Playbook; Who Should Create It, When Should it Be Done, Where Do Many Go Wrong

How To Identify 10x Sales Hires and How To Structure the Hiring Process in Sales with Jeanne DeWitt Grosser, Head of Americas Revenue & Growth @ St

Exclusive: Sahil Bloom on Raising his Debut Venture Fund (SRB Ventures)

Why Traditional Venture Firms Are Going to Lose and How Sahil Built a Twitter Audience to 500K+ in 18 Months

Bill Gurley and Michael Eisenberg on The First Signs of an Impending Bust

What Happens with a Market Crash, How Do Public Markets Impact Private Valuations & The Biggest Lessons from 20 Years Investing in Venture

Chris Sacca on Coming Out of Retirement To Unf**k The Planet with Lowercarbon

How Chris Evaluates His Relationship To Money Today, Why We Have Bred a Generation of Ass**** Kids, Do VCs Provide Any Real Value and The True Unfiltered Opinion on Faceb

Welcome 20Growth: How To Hire a Head of Growth? What are Signs of World-Class Talent? How To Structure…

Chief Product Officer @ Eventbrit

Sequoia's Doug Leone on What Has Been Instrumental To Scaling Sequoia Over Generations

How Sequoia Think About International Expansion and What They Learned From China and India & Why When You Lose Pre-Seed You Become Private Equity

Has Price Discipline Disappeared? Is it Possible to Build Ownership Over Time? Why Venture Is Less…

Coinbase President & COO Emilie Choi on Building Coinbase Ventures into One of the Best Performing Funds…

How Coinbase Thinks Through Internal Resource Allocation and Prioritisation & Why, When and How To Hire Your COO and Head of C

Mike Lazerow on Why How You Operate As a VC Is More Important Than Who You Are and What You Have Done

Why Boards Are More Important for the Entrepreneur than Investor & How The Best Entrepreneurs Prep Their Boards & Extract Value From Them

A Masterclass in Leadership and Scaling Companies: The Decisions only the CEO Can Make

The Secret To Talent Acquisition and Retention and How To Find The Unscalable Things that are Fundamental To Scale with Christa Quarles, CEO @ Corel Corporation

Jet.com's Marc Lore on How To Assess Human Potential and "The Resume Test"

Why Chief People Officer Should be One of Your First Hires and Why We Need a New Type of Venture Capital

Twilio's Jeff Lawson on What It Takes To Create a Tribe

How To Create Anti-Fragile Organisations Through Decentralised Decision-Making and Why Values Are Nice But Principles Are Better

Why Bundling Does Not Work

How The Best Founders Analyse Unit Economics, Why The Way We Approach Mental Health in Venture and Startups is Wrong with Nigel Morris, Co-Founder & Managing Partner @ QED Investors

Rippling's Parker Conrad on Why The VC/Founder Marriage Analogy is Weird

Why The Notion of Focus, Focus, Focus is Overrated, Why Narrow Point Solutions Are Not Best in Class Products & The Rise of the "Compound Startup"

How To Deliver Feedback with Compassion and Clarity

WTF Are Values Really and How To Instill Them & Raising $50M+ From Index and Greylock but Remaining in Stealth for 12 Months with Linda Lian, Co-Founder & CEO @ CommonRoom

Tony Fadell "The Father of The iPod" on Mentors

Self-Doubt, Vulnerability, His Relationship To Money, Why Entrepreneurs Need to Be Coachable, Why VCs Need To Be More Direct & Why The First Trillionaire Will Innovate Around Climate Change

Spotify Founder Daniel Ek on Optimising Decision-Making

Structuring Effective Learning Processes, The Trials and Tribulations in The Transition From Founder To CEO & The Future of Building Prima Materia with Shakil Khan

Klarna Founder Sebastian Siemiatkowski on Scaling Europe's Most Valuable Private Tech Company

How To Motivate and Challenge Your Team Most Effectively & The Biggest Lessons From Working with Mike Moritz

The Snapchat Memo: Lightspeed's Jeremy Liew on The 4 Key Elements To Consider When Evaluating A Consumer…

What is Good/Great/World Class For Retention, Usage and Downloads in Consumer Social Today & The Core Insight Development of Eva

Scaling to a $1.3Bn Valuation While in Stealth

The Power of Different Network Effects Within Payment Platforms & How To Leverage Your Board and Investor Base for the Most Value with Matan Bar, Founder & CEO @ Melio

Aleph's Michael Eisenberg on Why Generalists Over Specialists

Why Boutique Smaller Firms Over Multi-Stage Firms, Portfolio Construction Theory, Capital Concentration Limits and How To Think Through Reserve Allocations with Market Cycles in Mind?

Reid Hoffman on Investing in Airbnb and Passing on Stripe

The Different Styles of Truly Great Leaders, How To Think Through Ownership and Price in Venture & How To Ensure Venture Partnerships Always Have Trust and a Learning Mindset

Cyan Banister on Her Relationship To Money

Risk, Her Investment Decision-Making Process, Why We Will See A Reckoning in the Early Stage Market, Her Biggest Takeaways from HQ Trivia & The Future of Silicon Valley

CRV's George Zachary on His Relationship To Money and How it has Changed Over Time

Why The Best Founders Have Often Experienced Parental or Home Instability and The Stories Behind Investing in Unicorns; PillPack, Yammer and Udacity

What Is Founder Narrative Fit and How to Detect and Invest In It

How To Avoid Consensus Thinking When Investing, Price Sensititivity; When To Pay Up vs Stay Disciplined & From New York Times To General Catalyst; Why Venture and Journalism are Not S

Anduril Founder, Palmer Luckey: "I Am Here To Build a $50Bn Company"

How Palmer Evaluates His Relationship To Money Pre & Post Oculus' $2.3Bn Exit & Why The US DOD Needs To Be More Like China in It's Approach

The 4 Phases of Effective Decision-Making

The No 1 Quality of Good Decisions, How To Approach Effective OKR Setting, & How To Optimise and Improve Your Operating Cadence with Shishir Mehrotra, Founder & CEO @ Coda

Steve Jurvetson on 20 Years of Friendship with Elon Musk

How To Analyse Market Timing, Why Venture Does Not Scale & Why He Has Never Sold A Share in Any Company He Holds

Brad Feld, Jerry Colonna and Tracy Lawrence on Depression and Mental Health

The Dangers of Tying Happiness To Milestones & Why Fear, Anxiety and Guilt Are Useless Emotions

Chamath Palihapitiya on Why IPOs and Direct Listings Are Broken

Turning Social Capital Into A Combination of Berkshire Hathaway, Koch Industries and The Red Cross, Why Forecasts Are Worthless, What Creates True Defensibility & Why You Have To Be Pr

How To Scientifically Measure Product-Market Fit

How To Efficiently and Accurately Segment Users Into Cohorts, Why Investors Analysing CAC's at Pre-Seed Is Not Useful & How To Determine Between Customer Feedback to Accept vs Reject with Daniel Eric

Basecamp Founder David Heinemeier Hansson on Why It Is The Biggest BS To Chase Being A Unicorn

His Relationship to Wealth and Status and Why Now More Than Ever It Is A Myth Entrepreneurs Have To Raise VC

Matt Mochary, Coach To Silicon Valley's Leading VCs & Founders on How To Deal with Imposter Syndrome…

How To Manage Fear and Anger & Why Board Seats Are The Death of Investors

Lessons from 150 Angel Investments into the likes of Carta

Gusto, Airtable and Superhuman, Creating Algorithms and Models For Investing At Seed & Why Younger Investors Have An Advantage When It Comes To Finding Deals Early with Jude Gomila, Angel I

Portfolio Construction, Optimising SPVs

Opportunity Investing "Between Rounds", Being Distribution-Centric Over Product-Centric and Capital Concentration Within Funds With Sumeet Gajri, Chief Strategy Officer @ Carta

Brad Feld on Why Market Size At Early Stage Is Not Helpful

His Biggest Learnings From The Boom & Bust of The Dot Com and How The Best VCs Work For Their CEOs

Why You Must Have A Customer Acquisition Strategy From Day 1

How To Test and Validate Ideas At Speed & Why You Should Speak To Investors Before Starting Work On Your Idea with Kulveer Taggar, Founder @ CEO @ Zeus Living

Wealthfront and Benchmark's Andy Rachleff on Why Delight Is The Greatest Form Of Virality

Why Competition Does Not Matter & What The Future Holds For Automated Personal Finance

Evernote's Phil Libin on The Pros and Cons Of Moving To VC

The Future For Bots & Having Marc Benioff & Reid Hoffman As Mentors

How To Win The Strategic Process Of Fundraising and Optimising Co-Founder Relationships and Break Ups…

Founder & CEO @ The Muse