Latest Episodes
All19 mins
E86 • Jul 16, 2026
Episode #86: Paying For AI Twice, Sierra's Bet On One AI Agent, Data's Next Trillion Dollar Category, NY Halts Data Centers
18 mins
E85 • Jul 9, 2026
Episode #85: Venture's Cognitive Dissonance Moment, Cold Pitches Actually Work, Building Your Moat Later
22 mins
E84 • Jun 25, 2026
Episode #84: Convicted vs. Disciplined Healthcare VCs, The Capitalist Multiverse, The Untrainable
21 mins
E83 • Jun 11, 2026
Episode #83: Tony Fadell on Building Products That Last, SAFE Adjusted TVPI, Kirkland's $500M AI Bet
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