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Everyone Is Building AI Agents. Smart Investors Are Building This Instead
Venture capital spent the last twenty years chasing software.
Jun 11
54:03
She Started a VC Fund at 25, Here's What $500M Later Looks Like | Lu Zhang
When someone told me, “You have to invite Lu Zhang on the show because she’s fearless,” I was intrigued.
Jun 4
50:37
May 2026
The Startup Exit Math Every Founder Should Know | Peter Walker, Head of Insights at Carta
Founders are constantly told to “think bigger,” raise more capital, and chase billion-dollar outcomes.
May 28
53:38
Investing in Civilization Scale problems at Lightspeed | Raviraj Jain
Inside top venture firms, investors are now funding frontier AI research labs before products exist, before revenue exists, and sometimes before there…
May 21
1
46:18
The Navy Veteran Building America's AI Ships | Rylan Hamilton
Autonomous ships, AI-powered naval systems, and unmanned fleets are quickly becoming one of the most important technology shifts inside the US defense…
May 15
1
36:12
Uber, PillPack, Coupang First-Check VC: The One Rule He Never Breaks
David Frankel wrote some of the earliest checks into companies like Uber, Coupang, PillPack, Whoop, Shield AI and Suno, yet his firm, Founder…
May 7
1
1
45:40
April 2026
Anthropic's Mythos: The AI Too Dangerous to Release
Anthropic just drew a line in the sand.
Apr 28
19:15
AEO, GEO, AI Search: The New Rules of Getting Customers | Anshu Agarwal
Most founders are still building for a human buyer, while they already should be marketing to machines.
Apr 22
29:02
The Next Trillion Dollar Opportunity: Factories, Not Apps | Lior Susan
For decades, capital and talent flowed toward software.
Apr 15
42:28
The Shopify Lesson: Why Everyone Missed a $150B Company
Why do investors miss billion-dollar companies, even when they’re in plain sight?
Apr 8
•
Post Money Podcast
2
41:08
March 2026
How Snyk Scaled Fast from $2M to $350M while Reinventing Itself for the AI Era
AI is moving faster inside enterprise software than most companies can handle, especially in coding, where development speed is now outpacing security.
Mar 25
•
Post Money Podcast
1
44:37
The Fundraising Rule Most Founders Learn Too Late with Maia Heymann
Cash runway determines whether a startup survives long enough to find product-market fit, navigate a market shock, or become a category-defining…
Mar 17
2
3
35:10
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