Podcast Episodes

Keith Rabois of Founders Fund + AirBnB's earnings & evolving customer base, SF BOE recall | E1388

World-class investor-operator Keith Rabois is back for his eighth time! 

But first, Jason breaks down Airbnb’s great Q4 and full-year earnings report (2:42) and how its customer segment is evolving. …

Published on 3 years, 10 months ago

Do startup employee stock options need an overhaul? Softbank's failed Arm sale + Growth University's Craig Zingerline | E1387

Catalyzed by a Ryan Breslow viral tweetstorm, we break down the arguments for if companies should loan money to employees to allow them to exercise their stock options early (1:42). Then, we briefly …

Published on 3 years, 10 months ago

Crypto's Super Bowl blitz, Joby's asian air-taxi partnerships, Affirm's earnings & BNPL growing pains | E1386

First, we break down the Crypto companies that ran super bowl ads and see how they stack up against the dot-com era ads (1:53). Then, we do an update on Joby aviation now that they are trying to roll…

Published on 3 years, 10 months ago

VC Sunday School: first-tier investor behavior + Climate: Dangerous Ventures' Mike Lin | E1385

Jason and Molly begin this double-header Sunday show with a VC Sunday School segment on top-tier VC behavior (01:38). You will learn:

1. How first-tier VCs compare to second-tier VCs

2. When VCs shou…

Published on 3 years, 10 months ago

Rapid Disney+ growth, Predicting preference with Qloo's Alex Elias, OK Boomer: Zehra Naqvi's Z-list | E1384

Jason and Molly open the shown discussing Disney’s Q1 Earnings and the 37% increase in Disney+ subscribers (01:51).

Then, Qloo CEO Alex Elias joins to discuss his AI prediction company (21:12). You w…

Published on 3 years, 10 months ago

Peloton's new CEO + Cake Ventures' Monique Woodard Angel S6 E5 | E1383

In the opening news segment, Molly and Jason break down the news around Peloton's new CEO, Barry McCarthy,  including the open letter he sent to the company, his background and principles for success…

Published on 3 years, 10 months ago

$3.6B crypto hack recovered + Segment co-founder Peter Reinhardt's next bet: Charm Industrial | E1382

We have a great interview with a serial-founder today! But first, Molly and Jason cover one of the craziest stories of the year. A couple has been charged with conspiring to launder ~$3.6B worth of c…

Published on 3 years, 10 months ago

Peter Thiel departs FB board, John Foley steps down at Peloton, Should Amazon spin off AWS? + Startup of the Day: Island | E1381

Molly and Jason cover Peter Thiel stepping down from FB’s board and look back at the board's evolution over time (2:07). Next, we cover Joe Lonsdale’s op-ed in the Wall Street Journal, where he argue…

Published on 3 years, 10 months ago

Spotify's saga continues, $FB warns of EU exit, GoFundMe's protest refund, Peloton's suitors | E1380

Molly and Jason catch up on the big news stories from the weekend. First, we talk about the Joe Rogan & Spotify saga (1:51) and size up the odds of Rogan finishing out his contract with Spotify (15:4…

Published on 3 years, 10 months ago

John Doerr of Kleiner Perkins with Ryan Panchadsaram + VC Sunday School: cap table management | E1379

John Doerr of Kleiner Perkins joins to discuss his lessons from a career of investing and his new book "Speed & Scale: An Action Plan for Solving Our Climate Crisis Now," alongside his co-author Ryan…

Published on 3 years, 10 months ago