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Is 60% of Venture Capital Really Going To Just Two AI Companies? | Sunil Dhaliwal
Sixty percent of US venture capital dollars in the first half of 2026 went to just two companies, but Sunil Dhaliwal argues that much of this money…
15 hrs ago
51:30
July 2026
What It Really Takes to Scale Beyond $100M ARR | Peter McKay, Snyk
Growing a startup from $2M to $350M ARR requires much more than a great product.
Jul 30
15:42
AI Is Changing E-Commerce Forever
OpenAI won't reach nearly $300 billion in annual revenue by selling ChatGPT subscriptions alone.
Jul 23
18:30
What Happens When AI Enters the Physical World
Bosch outsells nearly every software company in the automotive industry, but nobody in Silicon Valley thinks of Bosch as a software company.
Jul 17
20:42
Why Talent Is The Single Biggest Competitive Advantage In Venture | Brad Svrluga
Every month, new startups launch with access to the same models, the same tools, and increasingly similar technology.
Jul 10
17:04
Top VC's Advice on Shipping Fast | Nihal Mehta, Eniac Ventures
AI is shrinking teams, accelerating product development, and changing what investors look for in founders.
Jul 3
12:21
June 2026
The Defense Tech Boom Is Just Getting Started, Every Founder Should Be Paying Attention
Some of Silicon Valley's biggest success stories started with government funding, not venture capital.
Jun 26
20:38
Hot Take: The US Government Banned Fable. SpaceX Bought Cursor. What’s Going On?
Listen now | The U.S. government blocked access to Anthropic’s advanced Mythos and Fable models, while SpaceX surpassed a $2 trillion valuation and…
Jun 19
25:11
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
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