VC/Investing

38 lectures, 48 hr 25 min in all

0 of 38 watched

Start lecture 1

1
Why High Ownership & Concentration is BS & Why Competing with Mega Platforms is a Losing Game
1 hr 21
2
Who Wins in the Next Decade of VC | Margin and Price Matter Less in a World of AI | Sameer Dholakia
1 hr 20
3
Menlo’s Venky Ganesan on Going All-In on AI, Anthropic & Why Venture Has Changed Forever
1 hr 11
4
How LPs Allocate to Venture in 2026: What They Want, What They Don’t | Baylor University CIO
1 hr 16
5
Inside Sequoia's Investment Committee | How the SpaceX & Citadel Deals Went Down | Julien Bek
1 hr 28
6
The AI Bubble WILL Burst | Should we be fearful of Chinese Open-Source | Jerry Murdock
1 hr 10
7
The AI Boom Will Create Enormous Roadkill: Who Wins & Loses? | David Frankel
1 hr 31
8
Will Open-Source Threaten Anthropic's Business & Do Margins Matter in a World of AI | Matt Murphy
1 hr 07
9
Turning Peter Thiel's $100K into $10M Angel Portfolio & Why VCs Can Be Sharks | Josh Browder
1 hr 35
10
Jake Paul: Traditional VC is Toast & Attention is More Valuable than Cash
1 hr 03
11
The Early Days of Anthropic & How 21 of 22 VCs Rejected It | The Four Bottlenecks in AI | Anj Midha
1 hr 15
12
Marc Andreessen on The Future of VC: Will a16z Go Public & Why Introspection is Dangerous?
1 hr 17
13
Why Margins Don't Matter for Early-Stage Startups | Gili Raanan
58 min
14
Gokul Rajaram on the 8 Moats Companies Need & Why Dropouts are "AI Maxing" the World
1 hr 18
15
"Cursor is Dead" is Total BS: Here is Why | Miles Clements
1 hr 04
16
Mitchell Green: Why 50% of VCs Should Not Exist
1 hr 04
17
Insights from Coatue's Growth Investor Lucas Swisher
1 hr 07
18
a16z, Anish Acharya: Is SaaS Dead? Do Margins Still Matter? Why We Are Not in an AI Bubble?
1 hr 20
19
Oren Zeev: 50% of Funds Will Go Out of Business & Why GPs Shouldn't Tell LPs Their Strategy
1 hr 15
20
a16z's David George on the Most Controversial Bet at a16z & Do Margins and Revenue Matter in AI?
1 hr 12
21
Benchmark's GP, Everett Randle on Why Mega Funds Will Not Produce Good Returns
1 hr 27
22
Sequoia Partner, David Cahn on Who Wins in AI, Defence & The New $0–$100M Playbook
1 hr 13
23
General Catalyst CEO, Hemant Taneja: Lessons Scaling GC to $40BN in AUM
1 hr 38
24
Index Ventures Partner, Martin Mignot: Figma, Scale, Wiz: Inside Index’s Decacorn Factory
1 hr 23
25
Miles Dieffenbach: Inside Carnegie Mellon’s $4BN Endowment & The Math Behind DPI, TVPI, Illiquidity
1 hr 31
26
a16z GP, Martin Casado: Anthropic vs OpenAI & Why Open Source is a National Security Risk with China
1 hr 16
27
KKR's Head of European PE, Philipp Freise: Do Andreessen & General Catalyst Scare KKR?
1 hr 05
28
Larry Aschebrook, Founder & MP @GSquared: How We Lost Money on Uber and Made Millions on Lyft
1 hr 47
29
20VC Exclusive: Mercury Founder Launches First $26M Fund with Immad Akhund
1 hr 05
30
Bucky Moore @ Lightspeed Venture Partners: Why You Cannot Do VC If You Do Not Do Pre-Seed
1 hr 03
31
Plural Partner, Taavet Hinrikus: Why Founders Will Realise Multi-Stage Funds Damage Seed Rounds
1 hr 03
32
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken
1 hr 24
33
Peter Singlehurst: Lessons from Turning Down Stripe, Coinbase and Losing Money on Northvalt
1 hr 12
34
Jake Saper, GP @ Emergence Capital: "We Sold Salesforce Early and Lost Out on Billions"
1 hr 34
35
Nabeel Hyatt, GP @ Spark Capital: To Win in AI, Investors Need to Change Their Approach | E1255
1 hr 15
36
Hussein Kanji, Founder @Hoxton Ventures: Why AI Means London Can Compete with the US | E1248
1 hr 17
37
Klaus Hommels: Why "Portfolios are Merely a Construct to Make LPs Happy"? | E1231
1 hr 13
38
Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228
1 hr 05