Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 3min
The Unbundling of Venture Capital
02:33 • 2min
The Blackstone Innovation
04:07 • 2min
The Power of Fees on Fees
06:08 • 3min
How Fucked Is VC?
08:47 • 3min
Uber Airbnb: A Non Zero Interest Rate Environment
11:54 • 3min
The Generational Shift in Venture Investments
15:12 • 3min
How to Be a Product Lead Venture Firm
18:38 • 2min
The Importance of Brand Value
20:50 • 3min
Contrast Research: A Business Perspective
23:20 • 5min
The Benefits of Investing in a Downturn
28:23 • 2min
The Importance of Honesty in Venture Capital Decision Making
30:34 • 3min
The Contradictory Positions of the Private Markets
33:39 • 2min
How to Maintain Your Secrets in a Crowded Environment
36:07 • 4min
The Professionalization of Startups
40:00 • 2min
The Magic Eight Ball
41:42 • 3min
The Importance of Private Information in the Economy
44:29 • 3min
The Euphoria and Groupthink in VC
47:22 • 3min
The Rise and Fall of Open AI
50:00 • 3min
The Dangers of Open AI
53:06 • 2min
The Openness of AI
54:51 • 4min
The Long Term Potential of Open Source
58:30 • 3min
The Contrarian Optimism of Journalism
01:01:54 • 2min