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E411: How AI Is Creating a New Generation of Venture Firms
Episode 411
Most venture firms are using AI to save time. Earlybird is using it to generate alpha. David sits down with Andre Retterath, General Partner at Early…
1 month, 2 weeks ago
E410: How Relationships Built a $3.6B Venture Firm
Episode 410
Consumer startups may grab the headlines, but some of the most valuable companies are built by solving mission-critical problems for businesses. Davi…
1 month, 2 weeks ago
E409: The Leadership Lessons That Built a $6.5 Billion Firm
Episode 409
Most investors chase what's exciting. Jason Koenig built a $6.5 billion firm by investing where almost nobody was looking. In this conversation, Jaso…
1 month, 2 weeks ago
E408: HarbourVest: Why Venture Capital Is Chasing Trillion-Dollar Companies
Episode 408
Venture capital isn't about avoiding losses. It's about owning the handful of companies that change everything. Scott explains why HarbourVest has bu…
1 month, 3 weeks ago
E407: Why Venture Capital is Becoming a Winner-Take All Market
Episode 407
Venture capital has never been more competitive. Aram Verdian argues it has also never been more concentrated. Drawing on Accolade Partners' research…
1 month, 3 weeks ago
E406: Why AI Won't Transform Most Enterprises for 10 Years
Episode 406
Most companies use AI to make employees slightly more productive. Sushanth Raman believes AI should do the work instead. As the CEO of Pallet, Sushan…
1 month, 3 weeks ago
E405: Why AI Has Made Venture Capital Harder (Not Easier)
Episode 405
The best venture investors don't just identify great markets. They recognize exceptional founders before everyone else does. Michael Gilroy shares le…
1 month, 4 weeks ago
E404: Why This Billionaire Family Office Doesn't Rebalance Its Portfolio | Pincus Family CIO
Episode 404
Most investors obsess over pre-tax returns. Scott Abookire argues they're measuring the wrong thing. As Chief Investment Officer of Pincus Capital, S…
2 months ago
E403: Why the Best Investment Firms Stay Small | Sound Point Capital Founder
Episode 403
Most investors believe raising more capital is always a sign of success. Stephen Ketchum has spent nearly two decades proving the opposite. As Founde…
2 months ago
E402: $92B Coatue: Where the Value in AI Will Accrue
Episode 402
Everyone is asking which AI company will win. Lucas Swisher thinks investors are asking the wrong question. The biggest opportunities won't necessari…
2 months ago