Episode #55: Unsafe SAFEs, 15 Charts on the Future of VC, Big CPG Leveraging Gen AI, Sequoia Changes Guards
This week on The Learning Corner, Mia and Charles break down four of the most thought-provoking reads shaping the tech and venture ecosystem right now: • Unsafe SAFEs in the Age of AI: Jason Lemkin calls out a troubling new trend where founders in hyped AI deals walk away with investor cash—without building a thing. • 15 Charts That Explain How Tech and Venture Are Changing in 2025: Ruben Dominguez drops a chart-heavy update covering everything from AI app churn to why so many junior VCs leave the industry. • Oreo-maker Mondelez is using GenAI to slash marketing costs: Mondelez teams up with Publicis and Accenture to roll out a $40M AI tool, cutting costs—and possibly creativity—in CPG advertising. • Sequoia Names New Co-Leads as Roelof Botha Steps Down: With Roelof Botha stepping down, Sequoia is signaling a new chapter
Key Points
- Governance in early-stage companies is often influenced by the leverage and preferences of those in power, and finding the right balance is crucial.
- The evolution of investor instruments like SAFEs can lead to scenarios where founders may avoid converting them to equity, raising concerns about governance and investor protections.
- The venture capital industry is facing challenges in effectively mentoring and promoting the next generation of leaders, compounded by shifting career aspirations and the evolving landscape of AI and tech innovation.
Chapters
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Transcript
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