Agenda:
00:00 – The Most Unfiltered Episode Ever Begins
03:30 – Does OpenAI Even Matter? Sam Lessin Says Maybe Not.
05:45 – TVPI Is Bullshit?
09:20 – Asset Gatherers vs Real Investors: Who Actually Wins?
12:15 – The Death of the Billion-Dollar VC Fund?
16:00 – Mid-Tier VC Funds Are Getting Annihilated
21:00 – Chime: Great Exit or Missed Opportunity?
27:00 – The War on Relevance: What Companies Truly Matter?
33:00 – If You’re Not a Billion-Dollar Company, Do You Even Count?
37:10 – Mary Meeker’s AI Report: What Everyone Missed
39:50 – $600B in AI CapEx—Where Is the Revenue?!
43:40 – What Could Trigger the First AI Crash?
51:10 – The Existential Dread Missing in Most B2B Startups
58:30 – Will AI Reduce Your Startup to Just a Pipe?
01:01:10 – IPO Market Is Back: What Actually Matters Now?
01:06:50 – YC Startups at $60M Valuations: How Should You Play It?
01:10:00 – Why 3% Ownership Could Still Work—Maybe
01:11:30 – Will Elon Still Be Tesla CEO by 2027? Place Your Bets
01:14:10 – Will Meta Release a Closed AI Model? And Does It Even Matter?
01:17:30 – The Real Challenge of Managing 11 Companies and 58 Kids
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