Podcast Episodes
Back to Search
Comparing 2022 to the Dot-Com bubble + Activist investor challenges Peloton leadership | E1368
Due to the volatility in the market, Jason and Molly review the fundamentals of Block, Zoom, Netflix, Coinbase, and AirBnB and compare this correction with the Dot-com crash (2:11). They discuss inv…
Published on 3 years, 11 months ago
Sunday VC School: how investors work together + Prime Movers Lab's Ramez Naam | E1367
First, Jason teaches Sunday VC School: how investors work together (01:54). In this segment you will learn.:
How collaboration varies across investing stages. How lead investors are determined and…Published on 3 years, 11 months ago
Apple AR headset scoops with Mark Gurman + Campbell Baron: Gen Z startup content creator | E1366
First, Jason and Molly chat with on the top Apple reporters, Bloomberg's Mark Gurman, about Apple's AR headset (2:02). They talk about Apple's strategy, timeline, competitive strengths and more. Then…
Published on 3 years, 11 months ago
Google AR, Peloton pullback + David Friedberg: Cana, the first molecular beverage printer | E1365
David Friedberg joins to discuss The Production Board's latest company, Cana, which is making, the world's first molecular beverage printer. But first Jason and Molly break down some news. Google is…
Published on 3 years, 11 months ago
FTC antitrust revision, 5G rollout pause + David Rosenthal's $2.8M fund: Angel S6 E2 | E1364
First Jason and Molly cover how 5G rollouts are causing problem with airlines (2:03) and Lina Khan’s remarks on reworking antitrust regulation to not only consider deals inflicting consumer harm, but…
Published on 3 years, 11 months ago
Full breakdown of Microsoft acquiring Activision-Blizzard for ~$70B+ | E1363
Microsoft has announced its intention to make the largest tech acquisition ever by buying Activision-Blizzard for ~$75B ($68.7 when you net out Activision's cash). This is Microsoft's 3rd major gamin…
Published on 3 years, 11 months ago
Snowflake CEO Frank Slootman: victory through taking ownership, increasing velocity & cultivating talent | E1362
Frank is the Chairman & CEO of Snowflake, a data warehousing company he joined and rapidly accelerated in 2019. Frank led Snowflake to the largest software IPO in history (his third massive IPO as CE…
Published on 3 years, 11 months ago
Oath Keepers indicted from Signal messages, U.S. House subpoenas tech platforms + Alex Masmej: selling a personal token | E1361
First, Jason covers the how Signal messages led to the Oath Keeper sedition indictments (1:47) and how Google, Facebook, Reddit, and Twitter are being subpoenaed by the House committee investigating …
Published on 3 years, 11 months ago
1M fewer college students: is it a problem? + Ask an Angel with Zach Coelius | E1360
First Jason covers the recent college enrollment decline (1:23) and lay out his alternative (9:56). Then Zach Coelius joins for an Ask an Angel session, where they answer 12 audience questions about …
Published on 3 years, 11 months ago
$140B streaming wars 2022 budget, Warren's bad "Big Grocery" take + Mac Conwell: Angel S6 E1 | E1359
First we talk about how the top streaming platforms projected to spend $140B on content in 2022 (2:18) and Elizabeth Warren’s bad take on grocery stores. Then Mac Conwell "Mac the VC" joins the show …
Published on 3 years, 11 months ago