Josh Browder is my favourite emerging manager. As the Founder of Browder Capital he has been the first check into unicorns like Micro1, Owner.com and Yuzu Health to name a few. He turned his Thiel Fellowship Grant of $100K into a whopping $10M angel portfolio. All new investments move into Josh’s Four Seasons Residence where he then trains them on company building. They are only allowed to leave when they raise their seed round. In addition to this, Josh is the Founder & CEO @ DoNotPay, the now profitable company that has raised $22M from Marc Andreessen and others. 

AGENDA:

00:00 Why I believe young founders make the best founders

02:10 What do I look for in founders I’m investing in?

10:00 How I test for founder commitment pre-investment

11:00 What do I want to see in the childhoods of the entrepreneurs that I back?

12:05 Why I make founders live with me in my Four Seasons residence after investing

14:00 There are three reasons why pre-seed companies fail and how I solve for them

15:45 What do I look for in a team to assure me they will last?

16:50 Is $5 million post still attainable in this world?

17:15 Should we be worried about the increasing levels of fraud at the early stages?

18:10 Which Silicon Valley investor was the most impressive?

20:00 Do VCs really add value?

20:50 Does university carry less value than ever and should founders drop out if they have a dream and an idea?

24:00 The advice of one lawyer changed the entire trajectory of this multi-million dollar company

28:10 I would never invest in someone that I met over Zoom

29:20 Are all the best founders you invest in delusional?

31:10 What is the biggest benefit of being a Thiel Fellow?

36:20 The problem of accelerators and why artificial constraints can enforce quality

38:20 How we used Mark Zuckerberg’s house as a viewing instrument tool to get users

41:20 My pre-seed cheque in Micro One is now worth hundreds of millions and my lessons

43:20 The biggest mistake VCs are making in assessing founders

44:10 Why I will never tell the entrepreneur what to build and why I place little value on ideas

47:00 Why kingmaking is real and why you should accept half the price from a tier one firm

49:00 My biggest lessons on reserve investing

53:00 Why price rounds are bullshit and we should do more SAFEs

54:20 What all founders need to know about signing with a VC

55:10 Single biggest advice to founders on how to get the best price

57:30 What role does not exist today that will be massive in five years' time?

59:10 Stocks are bullshit. Cash is bullshit. I put my money in land. My personal investing strategy

1:01:00 Why the Trump administration is unwaveringly good for US business

1:03:20 Why competitive markets are the best investments

1:05:40 The serendipity of San Francisco is unmatched

1:08:10 What things does no one know about Marc Andreessen that everyone should know?

Shiv Rao is the CEO and Co-Founder of Abridge, a leader in generative AI for healthcare. The company reached a $5.3 billion valuation following a $300 million funding round with investors including Jensen Huang, Henry Kravis, USV, Bessemer Venture Partners and Elad Gill. A practicing cardiologist, Shiv has scaled the company to 450 employees and partnered with major health systems like Emory and Yale. 

AGENDA:

04:00 — You just have to survive long enough to not die

06:00 — Did USV liking music make them billions of dollars?

13:58 — The three variants of an AI native company

15:00 — How do you know if foundation models are going to kill or help you?

22:15 — Why OpenAI and Anthropic doing consultancies is such an obvious move

41:00 — Biggest lesson from Jensen Huang at Nvidia

41:00 — What Founder Mode truly means

52:00 — What the founder of Duolingo taught me about sacrifice

56:37 — If I started a company again, Elad Gill would be the one investor I go to

AGENDA:

00:05:11 — Anthropic freezes secondary sales, requiring board approval for all transfers.

00:10:45 — Why Anthropic is buying capacity from Elon Musk.

00:15:35 — Anthropic’s massive $200B revenue commit to Google.

00:18:55 — Goldman Sachs predicts a 24x surge in token consumption driven by agents.

00:31:05 — Will AI labs eat the app layer? The threat to Legal and CX verticals. 

00:37:55 — SaaS public markets: HubSpot tanks 18% while Monday.com finds its footing.

00:42:40 — Growth theft: How Clay is commoditizing ZoomInfo’s data business.

00:46:25 — Cerebras prices IPO at $150–$160 with a $48B market cap.

00:52:15 — Real Venture Capital: Celebrating the early bets by Foundation and Benchmark.

00:58:30 — Ramp’s valuation vs. the Chapter 7 collapse of e-commerce card Parker.

01:06:20 — Success and Sacrifice: Is mental health the price of building a $20B company?

Patrick Forquer is the Chief Revenue Officer at Legora, the fastest growing enterprise business to ever hit $100M in ARR and now on track to hit over $250M in ARR by the end of the year. They recently raised a $550 million Series D at a $5.55 billion valuation, led by Accel, note 20VC did participate and is an investor in the company. 

AGENDA:

0:00 – How Jude Law Generated $50 Million in Qualified Pipeline

4:00 – Why Implementation is Your Secret Weapon to Win in AI

5:50 – Why AI Enterprise Sales Require "Legal Engineers"

7:45 – The 6-Figure Rule: When Should Humans Control Sales

12:55 – Is Legora Vastly Overvalued at $5.5BN? 

15:45 – How to do global expansion in a world of AI

18:00 – How to Win Supremely Competitive Markets

24:45 – Why Giving Your Product Away for Free is a Death Sentence

33:55 – Legora’s Onboarding and Training Playbook for Sales Teams

38:25 – Spotting Red Flags: How to Know if a Sales Rep Will Fail in 45 Days

46:30 – How to Structure Sales Commissions in a World of AI

49:40 – How to do Revenue Forecasting in a World of AI

1:00:30 – Will companies vibe code solutions and no longer buy a SaaS products?

Cliff Weitzman is the Founder & CEO of Speechify AI. He solved his dyslexia and ADHD in college by building a Voice AI agent that's now used by over 60 million people and has over 1 million five-star ratings. Over 200 software and AI engineers work on Speechify which won the Apple Design award last year.

AGENDA: 

00:00 — Until You Hit $100K Do Not Spend on any Channel Other than Meta 

04:53 — How I hacked the college system by applying to 26 universities

06:33 — The "Great Guy" yearbook prank that accidentally outed me

08:35 — What I learned from hunting down the top 100 CEOs in the world

11:51 — The "Warrior" rule: Why I force my senior leaders to edit their own ads

13:52 — Why companies are like bodybuilders: The Bulking and Cutting cycle

17:34 — I test 1,000 AI-generated ads every single day

20:13 — How I built a custom AI ad platform in just four days

23:19 — The one $3,000,000 ad I filmed in a hot tub with red headphones

32:15 — Why we will soon spend more on AI tokens than employee salaries

34:55 — "I'm disappointed in you": The 1,000-credit daily AI requirement

36:31 — How LLMs helped me find my father's cancer when doctors couldn't

41:13 — Why 40% of billionaires are dyslexic—and why you should be too

45:41 — Why I refuse to hire anyone who has worked at Google

47:05 — I flew into a war zone in Ukraine just to keep one engineer

55:49 — Why performance reviews are a total waste of time

58:32 — QA is the most valuable skill in the world (and you're probably bad at it)

01:03:59 — Why we keep our valuation and funding a total secret

01:07:51 — The "Virus" Strategy: How Logan Paul hijacked the WWE

01:11:32 — What I learned from sleeping at Mr Beast’s house for three weeks

01:14:15 — How we made a 36X return on Nvidia using high-leverage options

01:23:44 — I found the hacker who stole $200k—then I hired him

01:32:45 — Why I spent 11 days sleeping in a Walmart parking lot

AGENDA:

00:00 – Mag Seven Earnings: The "Super Bowl" of Tech Results

04:45 – Google’s Cloud Explosion & The AI Search "Disruption" That Never Came

15:53 – Microsoft’s $190B Bet: Is AI the Only Thing Keeping Growth Flat?

21:59 – Meta’s $150B Future Bet vs. Wall Street’s Need for Spreadsheets

28:50 – Palantir’s Home Run: Why Big Companies Spend Big Money on AI

38:43 – Apple’s Quiet Consistency & The Stealth Inflation of Memory Chips

41:11 – The SaaS Apocalypse Over? Atlassian and Twilio Lead the Re-acceleration

50:50 – Anthropic’s $50B Raise & The Math Behind Token vs. Salary Spend

01:05:59 – Sierra’s $15B Valuation: Replacing the $400B Customer Service Labor Market

01:13:39 – Musk vs. Altman Trial: Statute of Limitations, Standing, & Private Diaries

01:17:42 – The End of Managers? Brian Armstrong & The Rise of the "Individual Contributor"

Tobi Lütke is the co-founder and CEO of Shopify, the global e-commerce titan with a $160 billion market cap. Under his leadership, the company generates over $7 billion in annual revenue and has seen its valuation grow nearly 100x since its 2015 IPO. Today, Shopify has over 8,000 employees and AI now generates over 50% of the Shopify’s code. 

AGENDA:

00:10:36 - The $160 billion CEO who did not want to be CEO.

00:11:51 - Why don't companies become public? Because it is much worse to be an untrusted public company.

00:16:53 - Why we are about to enter a golden age of entrepreneurship.

00:17:54 - Why AI is being used as a scapegoat for mass layoffs.

00:17:41 - How will labor markets change in a world of AI?

00:24:43 - Why we should praise Elon Musk so much more than we do.

00:27:59 - Why we need to place more, not less, scrutiny on charitable giving.

00:31:56 - Why we have too many charity dollars and why they are inefficient.

00:34:57 - Why governments are so bad at what they do.

00:37:27 - The Trump derangement syndrome in Canada.

00:39:51 - Why will governments regulating technology push us into the hands of the Chinese?

00:41:59 - Europe has to get rid of the bullshit green parties and go back to Prussian economics.

00:48:29 - Why is looking at the ticker such bullshit?

00:50:48 - Why young coders are not as advantaged in AI as I thought they would be.

00:53:56 - The best engineers in Shopify are not writing code anymore and the AI does it for them.

00:56:40 - The cheat code for any career from the billionaire founder of Shopify.

Becca Lindquist is Head of Sales at Clay, one of the fastest-growing AI companies to reach $100M+ ARR. She previously helped scale dbt Labs into a category-defining data platform, building and leading high-performing sales teams. Before that, she was an early sales leader at Heap, where she played a key role in scaling the GTM motion.

AGENDA:

00:00 Why most sales reps plateau—and when you should leave your company

02:45 Should you jump from SaaS to a hot AI startup right now?

05:30 How long is too long at one company—and what great tenure actually looks like

08:00 How to read a LinkedIn profile like a world-class sales leader

13:30 The biggest hiring mistake sales leaders make (and how to catch it fast)

16:00 Titles vs salary: what actually predicts a great hire

20:00 What early-stage founders must look for in their first sales hires

24:00 How to evaluate AI startups: PMF, retention, and real signals that matter

27:00 Sales comp decoded: quota, OTE, and how to design winning incentives

33:00 How to build a high-performance sales culture (and avoid a toxic one)

41:00 What makes a true champion—and why most reps get this wrong

45:00 Weekly forecasting: how elite sales teams run pipeline reviews

50:00 Are SDRs dead? How AI is really changing outbound sales

52:00 Why every rep owns pipeline—and how top teams generate it

54:30 The future of sales productivity: AI tools, workflows, and what actually works