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Investor Stories 380: Disruptive Forces (Droesch, Patil, Chase)
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Replay - Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
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Investor Stories 379: Key Advice (Bhattacharyya, Heitzmann, von Tobel)
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464. Hyper-Concentration, Identifying $4B Weee! At Seed, How to Invest in Deals that Have No Competition, and How to Spot Consumer Trends Before They’re Obvious (Han Shen)
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Investor Stories 378: Visionary Founders (Felesky, Droesch, Inkinen)
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463. Lessons from Larry Page, Why Subscriptions Won’t Work in the Era of AI, How Enterprises Will Adopt AI, and the 3 Keys to Building Great Products (Manish Patel)
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Investor Stories 377: Best LP Question (Nozad, Joaquin, Heitzmann)
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462. The Founder and CEO of G2 on AI’s Impact on Enterprise SaaS, How to Embrace the Climb, and Insights on Managing Through Crisis (Godard Abel)
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Investor Stories 376: Lessons Learned (Bhattacharyya, Droesch, Inkinen)
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461. The Energy Transformation, Challenges with Transmission and Distribution, Nuclear vs. Renewables, and Why Unreasonable Hospitality is Necessary in VC (Kevin Stevens)
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Investor Stories 375: Why I Passed (Heitzmann, Von Tobel, Felesky)
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460. Why Culture is King, The Role of “Founder Mode” in Building Iconic Companies, Lessons From 25 Years in the Business, and How to Make Tech a Force Multiplier Within a VC Firm (Mathias Schilling)
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Investor Stories 374: Disruptive Forces (Inkinen, Roizen, Upham)
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459. Investing in "N-of-1" Companies, Focusing on Category Creators, How to Invest in AI While it’s at Peak Hype, and Using Recruiting as a Key Differentiator (Rusty Ralston and Jay Patil)
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Investor Stories 373: Key Advice (Holloway, Felesky, Droesch)
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458. Lessons from Top Allocators, David Swensen’s Principles for Investment, Insights on Private Equity Deals, and What Strategies are Timeless vs. Fleeting (Ted Seides)
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Investor Stories 372: Visionary Founders (Bhattacharyya, Heitzmann, von Tobel)
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457. Founder's Guide to Raising Capital: Pitch Deck Insights, Macro Trends, and the Importance of Investor Metrics (Justin Izzo)
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Investor Stories 371: Best LP Question (Strebulaev, Yormak, Holloway)
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456. LP Insight on What Distinguishes the Good from Great VCs, Why VC Firms Fail, How to Mitigate Risk, and What to Look For When Metrics Mislead (Jon Terbell and Ted Clark)
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Investor Stories 370: Lessons Learned (Nozad, Joaquin, Heitzmann)
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455. From Campaigns to Code: The Intersection of Tech, Politics, and Regulation (Bradley Tusk)
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Investor Stories 369: Why I Passed (Yormak, Bhattacharyya, Holloway)
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454. Building the AMEX of LATAM, Raising a $50M Debt Facility, Why Leaders Should Tend to Flowers Not Weeds, and How Creativity Can Lead to 80% Organic Consumer Acquisition (David Garcia)
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Investor Stories 368: Disruptive Forces (Klein, Joaquin, Felesky)
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453. Building and Scaling in Unsexy Spaces, The Next Generation of AI-Based Accounting, Backchanneling your Investors, and If the AI Hype Cycle is Bad for Venture (Mike Whitmire)
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Investor Stories 367: Key Advice (Rueckert, Patricof, Strebulaev)
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452. Consumer Headwinds, Whether AI Revenue Will Catch up with Infra Spend, and Are Creative “Takeunders” the Solution to Lina Khan’s FTC Agenda (Laura Chau)
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Investor Stories 366: Visionary Founders (Strebulaev, Nozad, Joaquin)
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451. Who Wins in the Cat and Mouse Game of Cyber, Open Source’s Role in Security, The Dealflow Network that Sources Deals and Vetts Them, and Will The Future Bring More Bundling or Unbundling? (Oren Yunger)
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Investor Stories 365: Best LP Question (Tunguz, Rotman, Patricof & Levy)
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450. The Former CFO of McKinsey on AI, Quantum Computing, BioEngineering, and Why Social Impact Can be the Key to Investment Success (Gregory Ho)
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Investor Stories 364: Disruptive Forces (Bhattacharyya, Heitzmann, von Tobel)
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449. Scaling Unicorn Pendo, When to Hire Your First Sales Leader, How To Construct a Team Pre and Post PMF, and How to Balance Stretch vs. Strain (Eric Boduch)
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Investor Stories 363: Key Advice (Tunguz, Nozad, Joaquin)
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448. Where AI Value will Accrue in the Tech Stack, How Far we are from AGI, The Role of Adversarial AI, and Enterprise Adoption of AI in 2024 (Jill Chase)
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Investor Stories 362: Lessons Learned (Patricof, Strebulaev, Yormak)
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447. From India to IPO: Cracking the Code of Cross-Border FinTech Investments, Regulation, and Market Dynamics (Sandeep Patil)
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Investor Stories 361: Why I Passed (Jensen, Nozad, Joaquin)
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446. Why Fewer is Better; Pursuing a Frictionless World, The Value in Reframing Everything (Phin Upham)
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Investor Stories 360: Visionary Founders (Tunguz, Rotman, Levy)
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445. Secrets of a Serial Entrepreneur and VC: Fraudulent Founders, Radical Recaps, C-suite Shuffles, and Reviving Dysfunctional Boards (Heidi Roizen)
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Investor Stories 359: Best LP Question (Klein, Jensen, Edelson)
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444. Lessons from Founding Trulia to IPO, How to Enter New Industries with No Experience, and Why Technology is Critical to Combat Diabetes in an era of GLP-1s (Sami Inkinen)
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Investor Stories 358: Disruptive Forces (Levy, Strebulaev, Nozad)
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443. The Path from Aspiring VC to Partner at Bessemer, Building Non-Consensus Conviction, The Most Compelling Vertical Applications of AI, and Why Fintech is the New Frontier in Supply Chain (Mike Droesch)
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Investor Stories 357: Key Advice (Klein, Jensen, Edelson)
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442. The Prospects & Primary Benefits of Open Banking, Assessing Multi-Variate Risk in Fintech, and Whether Larger Outcomes will come from Embedded Fintech or Vertically Integrated Platforms (Adam Felesky)
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Investor Stories 356: Lessons Learned (Rueckert, Tunguz, Rotman)
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441. ID’ing Generational Founders, Targeting Structurally Broken Markets, Bringing Venture Back to the Studs, and How Value will Accrue in AI Between Incumbents and Upstarts (Alexa von Tobel)
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Investor Stories 355: Why I Passed (Klein, Patricof, Strebulaev)
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440. Building First Mark, A Leading VC in NYC, Will New York Overtake the Bay Area, Insights on Unicorn Selection from a Perennial Midas List Investor, and Why Remote Work can Ruin Great Startups (Rick Heitzmann)
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Investor Stories 354: Visionary Founders (Jain, Jensen, Edelson)
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439. The Question that Every Investor Should Ask, Teasing out the Characteristics of Generational Founders, and Recruiting Lessons from 1000+ Interviews (Katelin Holloway)
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Investor Stories 353: Best LP Question (Aoun, Dukach, Rueckert)
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438. Healthcare Deep Dive – How AI and GLP-1 Megatrends Affect the Industry, Why Specialities Need to be Integrated, and Insights on Bundling vs. Unbundling (Ambar Bhattacharyya)
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Investor Stories 352: Disruptive Forces (Jensen, Edelson, Tunguz)
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437. Why Hardware is Attractive, The Most Interesting Areas in AI Outside of GenAI, and the Modern Data Stack (Jake Yormak)
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Investor Stories 351: Key Advice (Walsh, Aoun, Dukach)
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436. Solving the World's Toughest Problems, the Ethics of AI, and the Rise of Generative Science (James Joaquin)
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Investor Stories 350: Lessons Learned (Spreng, Jensen, Edelson)
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435. How a Sports Journalist, Car Washer, and Rug Salesman Built a Tier 1 VC Firm (Pejman Nozad)
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Investor Stories 349: Why I Passed (Rueckert, Tunguz, Rotman)
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434. Deconstructing the Venture Mindset -- The Data and Decision-Making Driving Top Tier Investing (Ilya Strebulaev)
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Investor Stories 348: Best LP Question (Schwerin, Walsh, Spreng)
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433. Founding VC Firms Apax, Greycroft, and Primetime, the Keys to Unlocking Investment Value in Healthcare, and Why the Aging Population is the Biggest Opportunity in Tech (Alan Patricof & Abby Miller Levy)
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Investor Stories 347: Visionary Founders (Aoun, Dukach, Rueckert)
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432. Lessons from Building the Iconic Firm QED, the History of Fintech, the Efficiency of Carbon Vs. Silicon Processing, and Decentralizations Role in the Future of Finance (Frank Rotman)
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Investor Stories 346: Key Advice (Green, Beller, Jain)
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431. Web 3.0 Database Dominance, How to Trust Black-Box ML Models, Google's Ad Business in an LLM-First Search World, and Lessons from Looker, Monte Carlo, and MotherDuck (Tomasz Tunguz)
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Investor Stories 345: Disruptive Forces (Schwerin, Aoun, Rueckert)
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430. LPs Seeking Alpha - Decoding the Myths and Mastery of Fund Structure, Size, Reserves, Access, and Selection (Alex Edelson)
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Investor Stories 344: Best LP Question (Kaiser, Jones, Jain)
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429. TFR Declassified: Olympic Medalist and Navy SEAL on National Security, Deep Tech, and Taking Commercial Tech to Government Customers (Larsen Jensen)
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Investor Stories 343: Visionary Founders (Tully, Schwerin, Beller)
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428. The Future of Large Language Models, Open vs. Closed Sourced, and Why 2024 is the Year of Inference (Ashu Garg)
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Investor Stories 342: Why I Passed (Green, Walsh, Aoun)
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427. The Playbook to Finding Product-Market Fit, When Founders Should Begin to Scale, and Lessons from Building Attentive (Brian Long)
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Investor Stories 341: Key Advice (Jones, Schwerin, Keidan)
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426. 2024: The Year of Reckoning in the Venture Markets, The Future of Venture Debt, and Why the Venture Cycle is Unique (David Spreng)
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Investor Stories 340: Lessons Learned (Beller, Walsh, Aoun)
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425. How NVIDIA Beat Intel, Building a Firm Based on Go-to-Market, and Why Deal Judgement Trumps Deal Access (Rob Rueckert)
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Investor Stories 339: Disruptive Forces (Tully, Jones, Green)
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424. Why Immigrant Founders Outperform, Lessons from Professional Blackjack, And Why Worrying About Downstream Financing is a Mental Trap (Semyon Dukach)
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Investor Stories 338: Best LP Question (Sigalow, Wagner, Beller)
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423. The Most Interesting Diligence Process You’ve Ever Heard, Why Founders Aren’t Risk Takers, and Reasoning Behind The Government Blocking More M&A Than Ever Before (Todd Klein)
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Investor Stories 337: Visionary Founders (Stack, Kaiser, Green)
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422. How AI Will Transform the Future of Marketplaces, the Shift from AI Co-Pilots to Agents, & Frameworks for Investment Timing (Pete Flint)
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Investor Stories 336: Key Advice (Sigalow, Lynn, Tully)
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421. Why Healthcare is Broken and How to Fix it, A Future Path Forward Where Doctors are Architects not Providers, and How the Employer-Sponsored Healthcare System is Designed to Fail Us (Adrian Aoun)
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Investor Stories 335: Why I Passed (Schwerin, Keidan, Beller)
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420. Why the Opportunity in Energy may be as Large as AI, The Path to Decarbonization, and Fundraising Advice for DeepTech Startups (Raffi Garabedian)
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Investor Stories 334: Lessons Learned (Wagner, Lyman, Jones)
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419. Scaling Varo to $1B+, The Future of Banking, & Why the Biggest Opportunity in Fintech is Financial Inclusion (Colin Walsh)
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Investor Stories 333: Disruptive Forces (Neumann, Kaiser, Beller)
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418. Why Market Size is Irrelevant, Patterns from Working with the Best Founders, & How AI Compares to Past Paradigm Shifts (Gaurav Jain)
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Investor Stories 332: Best LP Question (Stack, Tully, Green)
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417. Is Cerebral Valley the True Mecca for AI or Just Hype, How the FTX Meltdown Could Benefit Crypto in the Long Run, and The Pros and Cons of Taking on Elon Musk and Jeff Bezos (Morgan Beller)
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Investor Stories 331: Visionary Founders (Lyman, Jones, Keidan)
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416. 2024 Predictions P2: Bullish/Bearish on Acquisitions, First-Time Founders, Neobanks, PLG, Gaming, Cleantech, Venture GPT, Cyber, and A&D (Ramy Adeeb)
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