Zal Bilimoria

Zal Bilimoria, Founding Partner of Refactor Capital, shares his journey from tech titan to venture capitalist. He discusses the unique challenges of being a solo GP and emphasizes the importance of strong founder relationships. Zal explains his philosophy behind maintaining a $50 million fund, aligning strategy with investment integrity. He delves into the nuances of managing investments amid evolving market dynamics, such as the impact of AI on decision-making. His passion for technology and sustainability shines as he navigates the future of venture investing.

Benedict Evans, a tech industry expert, joins Frank Chen and Zal Bilimoria from Andreessen Horowitz to delve into Apple’s latest innovations. They analyze the impact of NFC technology with Apple Pay, discussing whether it can finally gain traction in retail. The trio also considers Apple's strategic product design and the upcoming Apple Watch, highlighting its versatility and integration within the Apple ecosystem. Their insights on the shift from physical to digital payments underline Apple's commitment to enhancing user experience and security.