Podcast Episodes
Back to SearchFSD: My Visit to Anthropic & The State of VC
Episode 166
00:00 - Introduction & San Francisco Dispatch
00:30 - Visiting Anthropic HQ & Intense Security Protocols
04:36 - Anthropic’s Enterprise Sales & Hyp…
4 weeks ago
FSD: The Sports Team Tax Shield
Episode 165
In this FSD episode, titled How Kushner Wrote Off the Lakers, Ram records on the drive to the Cross River Classic and opens on the tax story everyone…
4 weeks, 1 day ago
FSD: Who Cut the Watermelon
Episode 164
In this FSD episode, titled Tokenize Main Street, Not Wall Street, Ram records on a Friday night in a week full of 13F filings. He opens with a story…
4 weeks, 2 days ago
FSD: Winners Keep Winning
Episode 163
00:00 - Winners Keep Winning: NuBank & Market Momentum
00:02:40 - The US Competitive Advantage: Innovation & Capital Markets
00:05:09 - How Capital…
1 month ago
FSD: Relationships Matter & Momentum
Episode 162
In this FSD episode, titled The Market for Compute Will Clear, Ram records on the drive home after a day of conversations in New York with a group of…
1 month ago
FSD: Lender of Last Resort
Episode 161
00:00 - Introduction & The $10B Unicorn Calibration
01:11 - Pre-IPO Liquidity & Venture Capital Lessons
01:52 - Nvidia: The Lender of Last Resort &…
1 month ago
FSD: Travis Kalanick
Episode 160
In this FSD episode, titled A Founder's Founder, Ram spends the first half on Travis Kalanick. After being pushed out of Uber, Travis went quiet for …
1 month, 1 week ago
FSD: The Kids Will Be All Right
Episode 159
In this FSD episode, titled The Kids Will Be All Right, Ram Ahluwalia records on a Thursday evening drive after a down day for the market and argues …
1 month, 1 week ago
FSD: Gestalt Shift
Episode 158
In this FSD episode, titled The Gestalt Shift, Ram Ahluwalia records on the Wednesday evening drive and builds the whole session around one idea: the…
1 month, 1 week ago
FSD: We’re So Back
Episode 157
In this FSD episode, titled The We're So Back Moment, Ram opens on the drive home with a story about running team performance reviews with Claude Cod…
1 month, 1 week ago