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

AGENDA:

00:00 $45B Floods into Anthropic from Google & Amazon

05:10 OpenAI Misses Growth Targets — Is This a Real Problem?

08:40 The Rise of AI Agents: Why Humans No Longer Pick Models

12:05 “Compute ≠ Revenue”: The First Crack in the AI Business Model

20:30 China Blocks $2B Manus Deal — AI Cold War Escalates

34:10 Why Google May Be the Biggest Winner in AI Infrastructure

41:50 The Death of SaaS? Agents Replace Apps Like Jira & Canva

46:20 Thoma Bravo Hands Medallia to Creditors — $5B Wiped Out

52:10 The Collapse of Private Equity Exit Routes in VC

Adam Foroughi is the Co-Founder and CEO @ Applovin, one of the most underdiscussed but incredible businesses. Applovin has a market cap of $160BN, the company does $5.48BN in revenue and has an astonishing $10M EBITDA per head. The margins; 80%+. There is almost no other business in the world like it. 

AGENDA: 

00:00 – Why Winning (Not Fear) Drives the Best Founders

04:30 – When Money Stops Mattering: The Real Founder Motivation

07:15 – $83M CEO Payday: The Truth Behind the Headlines

10:45 – The Hidden Cost of Being a CEO: What No One Tells You

13:00 – Down 92%: How Do You Not Lose Your Mind?

17:00 – Layoffs: AI Revolution or COVID Hangover? Will the Layoffs Work?

24:30 – Why Most Companies Can’t Build a Culture of A-Players

29:30 – What % of Applovin Code is AI? What Will it Be in 5 Years Time?

33:30 – Building on OpenAI: Opportunity or Existential Risk?

40:00 – The Dark Side of Short Sellers & Market Manipulation

50:00 – Do Great Founders Doubt Themselves?

52:00 – TikTok, Meta & The Future of Recommendation Engines

53:30 – The Path to a $1 Trillion Company: What Needs to Happen?

56:00 – Stock Buybacks: How to Do Them and When They Go Wrong?

59:00 – Is the SaaS Model Breaking? What Happens Now?

Amjad Masad is the Co-Founder and CEO of Replit, one of the leading “vibe-coding” platforms. Under his leadership, Replit has raised a total of $922 million in funding, recently raising at a whopping $9 billion valuation. Replit has over 50 million registered users and is used by employees at 85% of Fortune 500 companies. Replit’s revenue jumped from $10 million to $100 million in nine months, and the company is on track to reach $1BN in ARR by the end of 2026.

AGENDA: 

00:00 — Why Coding Models are Hitting a Performance Plateau

07:21 — Is Most of the Value of Replit Not Anthropic Model Quality?

10:04 — Why Did Replit Decide to Not Build Their Own Model, Like Cursor Did?

11:58 — Why Product Quality Must Always Beat Cost Optimization

14:51 — How Do Replit Choose Which Model To Route To For Different Tasks?

24:43 — The SaaS Apocalypse: Why it is Fair and Just?

29:55 — What Will the Cost of Tokens Be in 5 Years?

31:09 — Is Cursor Dead? Debunking the Twitter Narrative

33:36 — Are IDEs Dead?

35:54 — Should Students Still Study Computer Science?

42:47 — Are US Companies Using CCP Subsidised Open-Source Chinese Models

56:59 — What Do No Founders Know About True Product-Market Fit

AGENDA: 

04:00 — 🤯 Cursor Acquired for $60B?! Breaking down the mind-blowing deal with xAI/SpaceX.

07:00 — 🤝 A Marriage Made in Heaven: Why Cursor and Elon Musk actually make perfect sense.

11:00 — 🏆 Who Won the Deal? The $60B question and why SpaceX public shareholders might be the secret losers.

15:00 — 💰 Venture Payday: What this means for the investors and the "lock-up" reality for the founders.

19:30 — 🚀 SpaceX as an AI Lab: Is Elon using $2 trillion in market cap to buy his way into the AI race?.

20:30 — ⚠️ The AI Advantage: Why high-price stocks are the ultimate weapon for massive acquisitions.

23:30 — 🏛️ The $100 Billion Prediction: Jason explains why we’ll see an even bigger startup acquisition within 12 months.

33:30 — 🍎 End of an Era: Tim Cook steps down at Apple—was it a home run exit or "AI Terror"?.

37:30 — 📉 The Stealth Churn: Why Netflix, Canva, and Adobe should be terrified of YouTube and AI.

39:30 — 🦄 Anthropic Hits $1 Trillion: The "white heat" of secondary markets and the race to go public.

48:30 — 🎨 Claude Design vs. Figma: Is Anthropic’s new app an existential threat to the design world?.

01:03:30 — 🔥 Rippling’s God-Mode Growth: How they hit $1B in revenue while accelerating past the "SaaS is Dead" meme.

01:09:30 — 🧠 Salesforce Goes Headless: Marc Benioff’s genius move to survive the AI agent revolution.

01:13:00 — 🕸️ The "Agent Fabric": The next trillion-dollar battleground for the enterprise.

01:23:30 — ⚡ Cerebras IPO 2.0: Can the "wafer-scale" chip challenger actually take on Nvidia?.

01:29:30 — 🥊 Jensen Huang vs. The Podcasters: Reacting to the legendary (and cagey) Nvidia interview.

01:34:30 — 🇬🇧 London vs. The Valley: Why 91% of AI unicorns are in the Bay Area and Harry’s thoughts from the UK.

Aaron Levie is one of the most forward-thinking public company CEOs when it comes to enterprise adoption of AI. Aaron is the CEO of Box, the enterprise storage company that does over $1BN in revenue but only has a market cap of $3.2BN. Something we discuss today…

AGENDA: 

00:00 — Why the Experts are DEAD WRONG About the US-China AI Race

10:55 — Everyone is Wrong About Labour Markets: You Will Not Lose Your Job

13:10 — What Role Does Not Exist Today But Will Be So Common in 5 Years

16:45 — Is Your SaaS Tool Actually a Valueless Database in an Agentic World?

20:50 — The Cybersecurity Tsunami: Why Agents are Your Biggest Threat 

25:50 — Token Maxing: What Every Company Needs to Know About Budgeting Tokens

34:55 — Is Silicon Valley Secretly Being Powered by Open-Source CCP Models?

39:15 — The Brutal Truth: Is This Generation of CEOs Too Low-IQ for AI?

46:55 — Frontier Labs: Why Aaron is Still Betting Everything on the Labs

Jake Paul is one of the most influential creators of the digital era, with over 70M+ followers across platforms. He transitioned from YouTube stardom to become one of the biggest pay-per-view draws in boxing history with fights against Mike Tyson and Anthony Joshua. Jake is also Co-Founder of Anti Fund, where he has made investments in Ramp, Anduril, Cognition and Olipop to name a few.

Geoffrey Wu is a Co-Founder and Managing Partner at Anti Fund. He previously built his career at Goldman Sachs and Point72. He is at the forefront of a new model of investing—where distribution is as powerful as capital.

AGENDA:

00:00 — Why Attention is Now More Valuable Than Cash

04:36 — Inside the Secret $BN Jake Paul Business Empire

06:50 — Jake Paul’s MasterClass on How to Tell Great Stories

10:50 — Why Jake Paul Is Literally Uncancelable

16:15 — The Brutal Reality of VC: Why Seed Investing is for Amateurs

25:10 — Is AI About to Make the Entire Human Race Unemployed?

33:15 — Trump Endorsed Me: Is Jake Paul Actually Running for President?

41:10 — The 60/40 Rule: How to Build an Unbreakable Relationship

44:15 — Dark Side of Greatness: Is Jake Paul a "Psychopathic" Work Addict?

50:20 — The Ultimate Choice: Boxing, Content, or Investing?

AGENDA:

00:00 — Anthropic Unveils Mythos: The Model "Too Good at Hacking" to Release

05:56 — Why Mythos is a Quantum Leap in Cyber Risk

10:11 — The "Boy Who Cried Wolf": Jason’s Critique of Dario Amodei

14:00 — The Oppenheimer Moment: Are Founders Using Doom as a Marketing Tool?

19:22 — Amazon's $20B Secret: Is NVIDIA’s Chip Stranglehold Finally Loosening?

22:28 — Claude vs. Lovable & Replit: Anthropic Moves into App Building

25:24 — The 60% Death Spiral: Why Public SaaS Stocks are Entering a Doom Loop

39:51 — Meta Debuts Muse Spark: Alex Wang’s First Model from Super Intelligence Labs

44:18 — OpenAI’s $50B Ad Vision: The Plan to Monetize Intelligence

53:50 — Token Maxing: How CIOs are Reclaiming Control Over AI Budgets

57:57 — SpaceX's Leaked Financials: The Math Behind the $2 Trillion IPO

1:08:00 — Thoma Bravo Shuts Growth Equity

1:16:18 — Who IPOs First; OpenAI or Anthropic?

Anj Midha is the founder of AMP, and a founding investor in Anthropic. Most recently, Anj was General Partner at Andreessen Horowitz, leading frontier AI investments. He serves on the boards of Mistral, Black Forest Labs, Sesame, LMArena, OpenRouter, Luma AI and Periodic Labs and is an early angel in ElevenLabs among others. Prior to that, Anj was the cofounder/CEO of Ubiquity6 (acquired by Discord) and a partner at Kleiner Perkins.

AGENDA:

04:00 Why the "Scaling Laws are Dead" rumor is dangerously wrong

05:30 The 4 bottlenecks stopping us from reaching Super Intelligence

11:30 Where will the actual value accrue in an AI-dominated world?

12:00 Why Europe is building a "Sovereign Stack" to escape US dominance

15:00 Inside the brutal early days of Anthropic and the 21 VCs who said "No"

19:30 Why the most successful AI startups are ditching the "Profit-First" motive

34:30 The 1885 Industrial Revolution: Why we have a "GPU Wastage" bubble

38:00 Is the CCP actually winning the full-stack AI systems race?

43:30 Monopoly Mafias: Will model providers eventually kill the App Layer?

Carles Reina is VP of Sales at ElevenLabs, where he was the first investor and fourth employee. Carles has scaled the revenue org from Day 1 to over $350M in just 3 years. Carles is also an active investor with investments in ElevenLabs, Revolut, Happy Robot and more.  

AGENDA:

00:00 - Is the Traditional CRO Dead in the Age of AI?

01:01 - Building the AI Sales Machine: Agents that Actually Generate Revenue

08:35 - Will AI Shrink the Sales Teams of the Future?

09:51 - The ElevenLabs Masterclass: Why We Set a 20x Sales Quota

11:00 - How to Structure Explosive Sales Accelerators

12:15 - Why You Should Stop Paying Commission on Pilots

14:00 - Customer Success: Is it 'Total Bullshit' or a Growth Engine?

16:15 - The 'Global-First' Fallacy: Why You Need to Open Every Market Now

17:23 - Why Startups Are Wrong to Ignore 20-Year Sales Veterans

19:15 - The Pipeline Construction Secret: Liquidity vs. Whales

24:30 - Forecasting the Unpredictable: How to Hit a $1B Revenue Target

31:55 - The Substitution Threat: Is AI Voice Just a Commodity?

34:10 - Verticalization Mistakes: Lessons from Scaling India

38:40 - The 'IBM Effect': Does Brand Actually Shorten Sales Cycles?

40:15 - Extreme Expectations: Why ElevenLabs is a Hard Company to Work For

42:15 - Internal Leaderboards: How to Use Public Competition to Drive Results

44:20 - Hunting the Obsessed: Identifying the 'Inner Psychopath' in Hires

46:40 - The SaaS Apocalypse: Will Companies Build Their Own CRM?

48:30 - Formula 1 Branding: The Mindset Behind the Audi-Revolut Deal

50:15 - Dinner vs. Conferences: Which Marketing Channels Actually Scale?

52:45 - Designing Un-Salesy Content: How to Run a Legendary Summit

54:20 - CVC Strategy: Turning Corporate Investors into Distribution Channels

01:01:45 - The Globalization Nightmare: Why You Can't Sell in English Everywhere

01:06:45 - Operator-Investors: Can You Be a High-Performer and a VC Simultaneously?

01:11:30 - Unit Economics in AI: Why Good Early Numbers Might Mean Failure

01:18:25 - The Next Wave: Why Foundational Model Consolidation is Inevitable

AGENDA:

03:59 — Anthropic Surpasses OpenAI in Revenue

12:43 — OpenAI Management Reboot

18:24 — OpenAI Buys TBPN

29:00 — SpaceX Files for IPO Targeting $2 Trillion Valuation

37:21 — Doug Leone Returns to Sequoia Capital

41:14 — YC Kicks Out Delve

45:21 — The Rise of Open Router

57:59 — Supabase Targeting $10B Valuation

01:08:18 — The Mercor Hack and AI Cyber Threats Moving Forward

01:17:25 — The $1.8B Two-Person Company

Demis Hassabis is the Co-Founder & CEO of Google DeepMind - working on AGI, responsible for AI breakthroughs such as AlphaGo, the first program to beat the world champion at the game of Go; and AlphaFold, which cracked the 50-year grand challenge of protein structure prediction and was recognised with the 2024 Nobel Prize in Chemistry. Demis is revolutionising drug discovery at Isomorphic Labs. Ultimately, trying to understand the fundamental nature of reality.

AGENDA:

00:04:00 — What Actually Counts as AGI; and Where Are We Today?

00:05:00 — What Are the Biggest Bottlenecks Holding AI Back Today?

00:06:00 — Have We Hit the Limits of Scaling Laws?

00:07:00 — Where Is AI Ahead of Expectations; and What’s Still Missing?

00:07:30 — Why Can’t AI Systems Learn Continuously Like Humans?

00:08:30 — How Did DeepMind Go from Behind to Leading the Pack?

00:11:00 — Are We Heading Toward Model Commoditization; or Winner-Takes-All?

00:12:00 — What Does the Future of Open Source Really Look Like?

00:13:00 — What Does a Post LLM World Look Like?

00:14:45 — Can AI Really Fix Drug Discovery—and Cut the 10-Year Timeline?

00:17:00 — What Does “Good” AI Regulation Actually Look Like?

00:18:00 — Who Should Be the Ultimate Arbiter of Truth in an AI World?

00:19:30 — If Demis Had One Shot to Fix AI Safety, What Would He Do?

00:21:00 — Is This Time Different for Jobs; or Will History Repeat Itself?

00:22:00 — Is AGI Bigger Than the Industrial Revolution; and Faster?

00:23:00 — Are We Underestimating AI Despite All the Hype?

00:23:30 — Does AI Lead to Massive Inequality; or Universal Prosperity?

00:24:30 — How Do We Solve the Energy Crisis Created by AI?

00:26:00 — Why Stay in the UK Instead of Moving to Silicon Valley?

00:28:00 — Will Europe Ever Build a Trillion-Dollar Tech Giant?

00:29:30 — Meeting Elon Musk for the First Time?

00:31:00 — What Big Questions About AI Is No One Talking About?

00:31:30 — What Does Demis Want His Legacy to Be?

Andrew Dudum is the Founder and CEO of Hims, the company reshaping consumers relationship to healthcare. It has been a rocky ride over the last 6 months, the company is down 66%, their market cap today is $4.3BN on $2.3BN of revenue. They just bought their largest international competitor, Eucalyptus for $1.5BN. 

AGENDA:

00:00 — Why Being Public Is Better Than Private 

02:50 — My Advice to The Collisons on Taking Stripe Public

07:15 — How to Hire for the Most Gritty People: The Test 

10:55 — How AI Will Reshape All of Customer Acquisition 

15:30 — What Did Hims Do That Andrew Wishes They Had Not Done 

20:15 — What is the Least Profitable but Most Important Hims Product

27:10 — The $1.5BN Acquisition: Why Hims Bought Their Biggest Global Competitor 

33:45 — Why Brand Marketing Beats Performance Marketing 

39:40 — The Future of Prevention: Why Your Next Blood Test Should Be Free 

46:50 — Disrupting the PBMs: How We Are Breaking the Corrupt US Healthcare System

AGENDA:

00:00 — Anthropic’s Monster Month: 6 Billion in February Revenue

04:30 — The "Claude Mythos" Leak: 10 Trillion Parameters

11:50 — OpenAI Kills "Sora": A Massive Strategic Own Goal?

14:30 — OpenAI Hits $100M in Ads: Why OpenAI Must Make Ads Work

20:50 — Masa Son’s $40BN Bridge Loan: Investing More Into OpenAI

21:50 — Cybersecurity Stocks Tank: Is the Anthropic Panic Justified?

27:10 — The Golden Age of Cyber: Why AI Agents are a "Golden Goose" for Security

31:30 — Gross vs. Net: The Truth Behind AI Revenue Accounting

34:50 — The "Vibe Coding" Era: Reselling Tokens and Triple-Counting ARR

41:00 — Oura Going Public & Whoop Raises $500M at $10BN Valuation

49:50 — Epic Games Layoffs: The Reality of the Attention Economy

52:40 — The Manus Scandal: Founders Trapped in China After Meta Deal

59:00 — The Billionaire Tax: Why the Golden Geese are Leaving California

01:03:20 — Do VCs Actually Add Value? The Ron Conway vs. Matthew Prince Spat

Marc Andreessen is a Co-Founder and General Partner at Andreessen Horowitz. The firm now manages over $90BN and has invested in the likes of OpenAI, Airbnb, Coinbase, Anduril and many more. Marc is an innovator and creator, one of the few to pioneer a software category used by more than a billion people and one of the few to establish multiple billion-dollar companies. Marc co-created the Mosaic internet browser and co-founded Netscape (sold to AOL for $4.2 billion). He also co-founded Loudcloud, which as Opsware, sold to Hewlett-Packard for $1.6 billion. 

AGENDA:

05:00 — Why Introspection is Overrated: The Dangers of Learning from the Past

08:00 — The One Trait Marc Andreessen Looks For in Every Founder

14:30 — Are the Best Founders Broken? What Makes the Best Founders?

16:00 — “Extreme Ownership”: Why Everything Being Your Fault Changes Everything

19:00 — “Do You Read the Comments?” Fame, Criticism & How to Deal with Haters

26:00 — Is Venture Now Go Big or Go Home? The Real Future of VC

30:00 — Does Price Matter Anymore? The Dangerous Truth About Valuations

33:00 — “Stop Chasing Diamonds in the Rough”: Why Most VCs Get This Completely Wrong

36:00 — Do You Actually Need to Like Founders? The Uncomfortable Answer

40:00 — Are Companies 75% Overstaffed? The Most Controversial Take on Hiring

45:00 — When Will a16z Go Public? 

50:00 — Why Labour Displacement Theory Around AI is Totally Wrong

55:00 — Why Silicon Valley Is More Dominant Than Ever?

01:00:00 — Why a16z Invested $300M into Adam Neumann 

01:05:00 — What Still Drives Marc Andreesen?

01:10:00 — What is the Biggest Mistakes VCs Still Make Today?

Gili Raanan is the Founder of Cyberstarts, one of the best performing venture funds of the last decade. He is famed for being the seed investor in Wiz, Islands and Cyera, leading to multiple 10x+ funds. He has the only remaining monopoly in venture; cyber security in Israel. If it is good, Gili sees it, it is that simple. 

AGENDA:

00:00 — Does the Venture Business Even Work Anymore?

05:58 — The Insane Rise of $150M Seed Rounds!

08:58 — Will Mega Funds Ever Actually Return Venture Economics?

11:13 — How Do You Value Companies Growing at Impossible Speeds?

14:50 — The Truth About Growth: Why Most Companies Eventually Plateau

18:50 — Do Margins Still Matter in the Age of AI?

24:32 — How To Make Mega Money in the World of Secondaries

28:11 — What Are Core Misalignments Between GPs and LPs That No One Discusses?

37:57 — Quick Fire: Best Investment, Most Memorable Founder, Investing Icon

AGENDA:

05:00 — Anthropic vs. OpenAI: Who Is Actually Winning the Enterprise War?

07:55 — "Air of Desperation": Is OpenAI Losing Its Invincibility?

18:00 — SpaceX at $2 Trillion: Elon’s Insane Plan to Build Data Centers in Space

29:00 — Jeff Bezos’ $100 Billion Fund: The End of "Doing It the Hard Way"

34:00 — The $20 Billion "Acqui-hire": The Groq Deal Broken Down

40:40 — Figma’s Death Spiral? Why the Markets Are Terrified of AI Disruption

56:00 — The Broken VC Math: Why You Need $1BN To Do Series A

01:04:00 — Win or Die: The Terrifying Reality of the Unicorn "Dead Zone"

Matthew Steckman is the President and Chief Business Officer of Anduril. Matt played a central role in securing the $20BN contract Anduril just won with the US military. Prior to Anduril, Matt served as Chief Revenue Officer for Zipline. Before Zipline, Matt held several leadership positions at Palantir.

AGENDA:

3:45 — Anduril’s $20BN Army Contract Broken Down

6:30 — What Do Most Defense Founders Get Completely Wrong?

9:15 — Can You Build a Billion-Dollar Defense Company Without the US?

12:05 — Why Government Contracts Are Brutal (And Why Most Fail)

15:40 — How Does Anduril Predict Wars 5–10 Years Before They Happen?

18:20 — Why Cyber Warfare Is the Most Dangerous Battlefield No One Understands

23:50 — Why There Will Only Be ONE Winning Drone Company

28:10 — How Anduril Decides Where to Deploy $100M+ Product Bets

35:20 — What Would Anduril Buy If They Had an Unlimited Checkbook?

41:10 — Why Anduril Must Go Public

45:00 — Quickfire: The Future of War, VC Mistakes & Career Advice