00:00 – “How Do You Stay True to Yourself When You Have to Perform for the World?”
06:00 – “Why Tim Ferriss Refused to Go All-In on YouTube”
09:00 – “You Don’t Need 10 Million Fans—You Need 1,000 True Believers.”
12:00 – “The Internet Is Not a Relevance Machine—It’s a Sensationalism Machine.”
15:00 – “Money Fixes Money Problems—And Nothing Else.”
22:30 – “When Did Tim Ferriss Feel Completely Lost?”
27:00 – “The Million-Dollar Mistake That Still Haunts Tim Ferriss.”
36:00 – “Why Tim Ferriss Never Raised a Fund—Even Though He Could Have.”
45:00 – “The Truth About Uber, Duolingo, and the Power of Relationship Investing.”
54:00 – “Why Tim Ferriss Stopped Angel Investing at His Peak.”
1:04:00 – “The Podcast That Changed Everything.”
1:15:00 – “The Real Cost of Love: Is Efficiency Killing Connection?”
1:31:00 – “What Tim Ferriss Has Changed His Mind About Most.”
1:36:00 – “Erections Matter.”
AGENDA:
05:17 OpenAI's Restructuring: Winners and Losers
17:17 Andreessen Horowitz's Raise $10BN in New Funds
26:38 Mercor Raises $350M at a $10BN Valuation
43:08 Spray and Pray: Does it Work: Data Breakdown
47:04 The Role of Option Checks Venture Capital
48:36 The Three Ways to Win in VC Today
54:26 Why IRR is a BS Metric and What Matters More
01:08:47 Amazon's Struggles: How Do They Return to Greatness in AI
David Cahn is a Partner at Sequoia Capital and one of the world’s leading AI investors. At Sequoia David has led investments in Clay, Juicebox, Sesame, Kela, Stark, etc.. Before Sequoia, David was a General Partner @ Coatue where he led investments in Notion and Hugging Face.
AGENDA:
00:00 We Are in an AI Bubble
05:04 Why Building Physical Data Centres is a Moat
13:58 Winners and Losers in a World of AI
19:13 The Role of Big Tech and Monopolies
23:37 Breaking Down Circular Deals in AI: The Truth No One Sees?
38:19 Why Kingmaking is BS and VCs Do Not Make or Break Companies
41:30 The Importance of Margins in AI Investments
43:41 The Required Growth Rates in AI to Get Funded by Sequoia
45:30 The $0-$100M Revenue Club: Is Triple, Triple, Double, Double Dead?
51:53 Why the Most Important Hire for Startups Today is 23 Year Olds
01:01:19 The Future of Defence: Who Wins and Who Loses
01:10:15 Quickfire: Biggest Miss, Parenting Advice, Doug Leone Advice
Sandy Diao is one of the most exceptional growth leaders of the last decade. Sandy has scaled products to over 200M+ users and led growth teams at Descript, Meta and Pinterest. She is also a prolific writer all on things growth here.
AGENDA:
03:59 Biggest Growth Lessons from Pinterest
08:01 What is a Good vs a Bad Growth Hypothesis
11:11 Common Mistakes in Growth Strategies
14:57 Channel Fit: When You Have It & What To Do
25:43 Return on Ad Spend (ROAS) 101: How to Build a Paid Marketing Machine
30:08 How to Do SEO and Long-Term Growth Investments
33:22 Doubling Down on Successful Channels
36:31 The Unchanging Foundations of SEO
37:52 Generative AI Engines vs. Traditional Search Engines
41:12 Paid Marketing Channels: What's Overrated?
43:42 The Rise of User-Generated Content (UGC)
46:34 TikTok Ads: Expectations vs. Reality
49:55 Brand Marketing: What is Real vs What is BS?
53:33 The Importance of Feature Launches
01:01:50 Hiring for Growth: When and Who?
01:08:55 Quick Fire Round: Onboarding, Notifications, and Growth Channels
AGENDA:
04:50 Benchmark's New Partner: Everett Randall
10:19 Revolut Raises $3BN at a $75BN Valuation: Another Loss for Public Markets?
28:39 Why Today is as Bad as the Hype of COVID in 2021
32:10 Why Vertical SaaS is a Bad VC Investment Today
36:14 Why Everyone Investing in Legal SaaS Will Lose Money
44:16 Why King Making is More Real Than Ever
55:23 Why Your Smallest Customers Need to Pay $10K Minimum
01:01:37 Why VC is a S*** Asset Class
01:09:29 Why Today is Harder Than It Has Ever Been in VC
01:25:18 Closing Thoughts and Reflections
Alex Bouaziz is the Co-Founder and CEO @ Deel, the $17BN global payroll juggernaut that just last week announced their latest $300M fundraise led by Ribbit, a16z and Coatue. Deel has been on the most insane journey, they do $1BN+ in ARR, they just had their first $100M revenue month and they have been profitable for over 3 years.
AGENDA:
03:38 Announcing $300M Fundraise at a $17BN Valuation
06:24 Rippling vs Deel: WTF is Going On? Where is the Lawsuit?
14:01 Why 1-1s Are BS and Leaders Should Stop Doing Them
17:31 Do Rich Leaders Make Better Leaders
28:33 Biggest Lesson from Ben Horowitz? Why Most CMOs Are Bad?
34:48 Lessons from Nik @ Revolut and Why Companies Need to Make Their Own Software
42:23 Deel’s Acquisition Playbook: Lessons from 13 Acquisitions
45:17 How to Price Acquisitions? How to Align Incentives with Founders?
55:45 Deel is Profitable and Growing Fast: When is the IPO?
01:01:35 Best Acquisition Ever + Worst Ever: What Did We Learn?
Zach Lloyd is the Founder and CEO of Warp, the next-generation developer terminal reinventing how engineers build and collaborate. Warp has raised over $70M from top-tier investors including Sequoia Capital, GV, Dylan Field, and Elad Gil. Before founding Warp, Zach was Principal Engineer at Google, where he led development of Google Docs, and later served as CTO at Time. He’s one of the most respected engineering minds redefining the future of developer tools.
AGENDA:
04:14 Biggest Product Lessons from Rewriting Google Sheets
07:10 Why I Would Short Google: Leadership and AI Strategy
09:55 Comparing AI Models: GPT, Claude, and Gemini: Who Wins and Loses
17:04 Do Margins Matter in AI?
24:57 Adding $1M in ARR Every Week: Is Triple, Triple, Double, Double Dead?
33:58 How to Build Defensibility in a World of AI?
43:05 OpenAI vs Anthropic: Who Wins and Why?
44:25 Biggest Fundraising Lessons Raising from Sequoia, Elad Gil and GV
50:56 Why Sequoia are the Best VC
53:51 What Every Founder Gets Wrong in Fundraising
01:01:30 Quick Fire Questions and Final Thoughts
AGENDA:
03:44 Rory Is So Old He Worked with Arthur Rock!!!
07:28 Goldman Sachs Acquires Industry Ventures for $665M
16:37 Thinking Machines Co-Founder Raises $2BN and Then Leaves for Meta
29:36 SoftBank Goes for $5BN Leverage Against ARM Stock To Buy More OpenAI
39:35 More Data Centres Than Offices: Are We In a Bubble
43:28 Where is the Alpha in Venture in 2025
51:48 What 90% of Managers Get Wrong About Portfolio Management
Mike Cannon-Brookes is the Co-Founder and Co-CEO of Atlassian, the $50BN software giant behind products like Jira, Confluence, and Trello. Since founding the company in 2002, he has scaled it to over 300,000 customers globally, generating more than $5BN in annual revenue. Atlassian now employs over 10,000 people across 13 countries and is one of the most successful bootstrapped-to-IPO stories in tech history. Mike is also a leading climate investor and co-owner of several major sports teams.
AGENDA:
00:00 Why Unreasonable Men Win in Startups
07:22 How to Make Co-CEOs Work
13:22 Are We in an AI Bubble? Is Everything Overvalued?
26:46 The Future of Software Development: More or Less Devs
32:53 Do Margins Matter in a World of AI
34:02 The Future of Vibe Coding…
36:35 Does Defensibility Exist in a World of AI
42:09 Is Per Seat Pricing Dead in a World of AI
49:01 The Founder Journey and Leadership
54:28 Quick Fire Round: Parenting Advice, Relationship to Money
Chris Degnan is the former Chief Revenue Officer at Snowflake, where he was instrumental in scaling the company from less than $1M in ARR to over $3B in annual revenue. He joined as the first sales hires and built Snowflake’s go-to-market engine from scratch, growing the team from to more than 6,000 globally. Under his leadership, Snowflake became one of the fastest-growing enterprise software companies in history, achieving a record-breaking IPO in 2020.
AGENDA:
AGENDA:
03:29 OpenAI and AMD's Major Partnership
07:35 Microsoft Have F***** Up the OpenAI Partnership
17:08 OpenAI's Developer Day Announcements
20:45 Why VC is the Most Forgiving Asset Class on Price and Valuation
29:10 What Does it Take to IPO in 2025: Why Snyk Will Not IPO
42:30 Four Strategies Companies Need to Take to Own Their Own Destiny
49:31 Vercel Raises $300M at $9BN: Suicide Round or Strategic
55:39 Does King Making Really Work in Venture Capital: Legora vs Harvey
01:08:11 Chamath Raises Latest SPAC: SPACs are Back
01:10:56 Polymarket Raises $2BN at a $9BN Valuation
01:14:53 Quick Fire Questions and Wrap-Up
Andrew Feldman is Co-Founder & CEO of Cerebras, building the world's fastest AI inference and training. Cerebras recently closed a $1.1BN Series G round at an $8.1 billion valuation, backed by top names including Fidelity, Atreides, Tiger Global, Valor Equity and 1789 Capital. Under his leadership, they’ve leapfrogged GPU limits in inference, operate at trillions of tokens per month, and are filing to go public soon.
AGENDA:
02:43 Why We Did Not IPO and Raised $1BN From Fidelity
05:03 Analysis of Chip and Compute Landscape Today
07:14 NVIDIA Showing Signs They Are Running Out of Ideas
13:57 The Real Questions to Ask on Chip Depreciation
24:54 Energy Requirements for AI: Is it Feasible?
29:25 Mag7 Value Concentration: Feature or a Bug
31:57 Talent is the Bottleneck and Trump Makes it Worse
32:55 The War for Talent: Secrets No One Sees
34:22 Evaluating the Data Centre Economy: Many Will Lose Money
38:01 Three Changes the US Could Make to Beat China in AI
42:30 Why 80% of our Revenues are in the UAE
47:26 Quick Fire Questions
58:59 Why Work Life Balance is Total BS
Ketty Slonimsky is Chief Growth Officer at Palta, the platform behind apps like Flo (the #1 female health app with 77M+ MAU), Simple, and Zing AI, where she leads a centralized growth function across the portfolio. She was previously first VP Product & Growth at HeliosX (£900M+ ARR, bootstrapped D2C healthtech), has advised companies like SonderMind, Runna, Guardio, Cheddar, P&G Digital Ventures, and is a board advisor at HeliosX.
AGENDA:
02:33 What is Growth and When to Hire For It
06:04 Three Profiles of Successful Growth Leaders
10:07 Challenges and Learnings from Failed Ventures
21:17 How to Optimise User Onboarding for Growth
26:14 Biggest Lessons on Retention
30:25 How to Artificially Create Organic Growth and Community Building
32:10 Why LTV Models are BS
37:35 How to Use Influencers to Grow Insanely Fast
47:07 The Metrics that Matter in Growth
49:48 Push Notifications and Engagement: What To Do vs What Not to Do?
51:57 Quick Fire Round
AGENDA:
03:58 Understanding Burn Multiples and Capital Efficiency in an AI World
11:54 What Metrics Founders Need to Focus on in a World of AI
19:31 The Role of Kingmakers in Venture Capital: Harvey, Abridge, Profound
33:42 Klarna, Figma, Stubhub, all Down: Are Public Markets Turning?
36:35 OpenAI Needs the Same Energy as Japan… WTF!
41:09 How Can We Fund the $1TRN Sam Altman Needs for Energy
52:39 FiveTran and DBT: Is the Wave of Consolidation About to Begin?
59:44 Does Private Equity Need to Change in a World of AI
01:06:23 Political Expression and Corporate Responsibility