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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…
4 years 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 t…
4 years 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…
4 years 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-ti…
4 years 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 t…
4 years 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 …
4 years 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 ch…
4 years 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’…
4 years, 1 month 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 R…
4 years, 1 month 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…
4 years, 1 month ago