Podcast Episodes
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VC School: Deal Memos + Sphere CEO Alex Wright-Gladstein (Climate) | E1442
First, in a VC Sunday School segment, Jason explains his approach to deal memos (01:42) and what parts of a memo are most important. Then, in a This …
4 years ago
Twitter funding secured, Boring Co. raises $675M, Amazon's $1B VC fund, Ackman's $400M loss + The Lunar Society: Dwarkesh Patel | E1441
First Jason and Molly do four rapid news stories: Elon securing funding for the Twitter buyout (03:20), Bill Ackman’s $430M loss on Netflix (11:48), …
4 years ago
TSLA earnings + Streaming: WeCrashed & Severance review, CNN+ demise, Netflix’s future | 1440
First, Jason and Molly cover Tesla’s strong Q1 and gems from the earnings call (2:22), then Lon Harris joins (31:32) to discuss WeCrashed episode 7 …
4 years ago
Netflix earnings breakdown, Kushner’s $3B pitch deck, CNN+ on pause, Grubhub for sale | E1439
First, we break down Netflix's earnings and discuss where Netflix’s content strategy might have gone wrong (2:46). Then, Jason pitches Jared Kushner’…
4 years ago
Jack's candid Twitter takes, FB invests in African internet, Regent's electric Seaglider, Better.com layoffs | E1438
First, Jack is getting candid about Twitter’s board dysfunction (2:14). Then, we cover Facebook’s internet infrastructure development projects in Afr…
4 years ago
Q1 venture capital review, Twitter breaks, BeReal's new take on social & more | E1437
All-news show. First, we go over PitchBook’s Q1 Venture Monitor report where VC fundraising is high, but portfolio exits are down (3:08). Then, we di…
4 years ago
Twitter's takeover defense, Meta's AR project with The Verge's Alex Heath + Wordcab's Aleks Smechov + OK Boomer: Rachel Cantor | E1436
Friday variety show! First, The Verge’s Alex Heath joins to talk about two big stories he recently broke (2:32): Facebook’s plans for AR glasses and …
4 years ago
Elon offers to take $TWTR private at $43B + Autonomous car drives away from police | E1435
All news show. First, Jason and Molly debrief after their Worldcoin interview (2:37). Next, they discuss Elon Musk's take-private offer for Twitter a…
4 years ago
Meta's 47.5% take rate + Worldcoin CEO Alex Blania: onboarding the globe to crypto | E1434
First, we cover Meta's announcement that they will be taking 47.5% creator fees on their Horizons platform (2:17) and A16Z’s Crypto lead Chris Dixon …
4 years ago
Shopify Board proposes share restructuring + The Atlantic's Derek Thompson, Why American Teens Are So Sad | E1433
First we discuss Shopify planning 10-to-1 stock split & increasing CEO/Founder Tobi Luke’s control from 34% to 40% (1:42). Then, the Atlantic's Derek…
4 years ago